Advanced Prospect Management

///Advanced Prospect Management
Advanced Prospect Management 2016-12-08T17:22:29+00:00

More effective marketing and increased sales

This highly flexible prospect data capture and storage system creates a single, separate database of all of your prospect records within the Core Back-Office. User-defined screens allow for unlimited data capture that you can use with quotation engines or your own schemes.

Product information

  • Available in two versions – Standard or Professional (download the factsheet for version features).
  • Automates key new business tasks like workflow and marketing.
  • Lets you customise and control workflow processes to increase potential customer conversion.
  • You can save and distribute new clients across branches for focused post-sale support and administration.
  • Integrates with Add-on Marketplace and CreditLine Plus.
  • Easily creates a centralised prospect database for streamlined marketing and better sales conversions.
  • Once a quote is agreed, the information is saved to the database.
  • Maximises cross-selling opportunities through the smart use of data.
  • Empowers your staff to up-sell.
  • Instant retrieval of prospect data so there’s less re-keying at point of sale.

Minimum requirements

Advanced Prospect Management is not subject to any software version dependencies.

Find out more

Download your Advanced Prospect Management factsheet

Contact our team

Call us on 01905 754455 / Email us on