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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Phasio serves as a comprehensive platform designed to assist manufacturers, ranging from small workshops to expansive factories, in digitizing, automating, and enhancing their operational processes. Tailored for contemporary manufacturing workflows, Phasio consolidates quoting, order management, customer interaction, and production oversight into one user-friendly interface. With Phasio, manufacturers are empowered to: Utilize AI-driven tools for automating quoting, which assess CAD files, materials, and processes in mere seconds. Engage in collaborative design efforts with real-time capabilities, featuring interactive 3D models, annotations, and version control. Streamline communication through integrated channels like email, WhatsApp, and SMS, ensuring that all stakeholders remain informed and aligned. Achieve seamless integration with CAD software, ERP, MES, CRM systems, accounting platforms, and shipping services. Monitor production from the moment an order is placed until it is delivered, guaranteeing transparency and timely fulfillment. No matter if your focus is on additive manufacturing, CNC machining, injection molding, or prototyping, Phasio stands ready to enhance your operational efficiency and drive growth in your business.

Description

Stock-Aware CRM and eCommerce platform for Wholesalers, Distributors, and Manufacturers. You can sell more in less time every time. Be a prospect hero. What is Stock-Aware CRM? Manufacturers, Wholesalers, Distributors and Distributors know that selling physical products B2B presents unique operational challenges. This means that ordinary CRM's fail. Stock-Aware CRM is different. Prospect is a new Stock-Aware CRM specifically designed for Wholesalers, Distributors, and Manufacturers who sell physical products to B2B. Prospect integrates customer, inventory, and product data to streamline B2B CRM processes. Your team will be able to save time, increase sales, and maximize profits. Prospect combines the best aspects of traditional CRM - Marketing Sales Pipelines and Customer Service Management with the reality of selling B2B products. This includes special pricing, back orders and product information, as well as quoting, ordering and inventory management.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
3CX No 
DEAR Inventory No 
Exchequer No 
Gmail No 
Intercom No 
Katana Cloud Inventory No 
Mailchimp No 
QuickBooks Commerce No 
QuickBooks Live Bookkeeping Yes 
Sage 50 No 
Spotler No 
Stripe No 
Unleashed No 
Voyced No 

Integrations

Xero Yes 
3CX Yes 
DEAR Inventory Yes 
Exchequer Yes 
Gmail Yes 
Intercom Yes 
Katana Cloud Inventory Yes 
Mailchimp Yes 
QuickBooks Commerce Yes 
QuickBooks Live Bookkeeping No 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
Unleashed Yes 
Voyced Yes 

Pricing Details

$330/month
Free Trial Yes 
Free Version No 

Pricing Details

£22.50 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Phasio

Founded

2021

Country

United States

Website

phas.io

Vendor Details

Company Name

ProspectSoft

Founded

2002

Country

United Kingdom

Website

www.prospectsoft.com

Product Features

Manufacturing

Accounting Integration No 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management No 
Quality Management No 
Quotes/Estimates No 
Reporting/Analytics No 
Safety Management No 
Shipping Management No 

Product Features

Construction CRM

Client Tracking No 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management Yes 
Purchasing No 
Returns Management No 
Sales Forecasting Yes 
Shipping Management No 
Warehouse Management No 

Manufacturing

Accounting Integration Yes 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management Yes 
Quality Management No 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management No 
Shipping Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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