Create a bridge between Katana and Prospect CRM data

Connect Katana with Prospect CRM and their Stock-Aware approach to close the gap between your manufacturing and sales.

Integration:

Prospect CRM

Website:

prospectsoft.com

Category:

CRM

Type:

Third-party

Documentation:

Prospect CRM integration

More info:

Prospect CRM trial

Prospect CRM demo

Learn more

Grow your B2B product sales with the #1 Stock-Aware CRM Prospect CRM

Prospect CRM’s unique integration to Katana turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between inventory management and CRM.

Get more customers and a higher CLTV

Like all CRMs, Prospect CRM includes all the popular tools, like enquiries, web forms, landing pages, opportunity pipelines, goals, and integration to Mailchimp and Klaviyo to help you get more customers. While all CRMs help you get more customers, only Prospect CRM focuses on customer retention, repeat orders, and cross-selling. Specialist tools like RFM Analysis, the Magic Matrix, Missing Orders, upsell, cross-sell and must-sell capabilities make it easy to build customer lifetime value too.

An integrated, single view of your customers

By connecting Katana with Prospect CRM, data from each system will be in constant communication. Any changes made in one system – like adding new accounts or making a sale – will be instantly updated in the other, meaning your whole team can work better together.

2x your B2B sales like Wabanaki Maple

“Since integrating Prospect CRM with Katana, we’ve doubled sales and improved customer service.”

Read the case study

How to get started

• Sign up for a Prospect CRM free trial and connect to Katana
• Prospect CRM will sync and pull customer, product, sales history and inventory from Katana
• Data will then regularly sync from Katana to Prospect CRM automatically

Take a Katana-integrated CRM trial

Integrate with the best e-commerce, accounting, reporting, and CRM software out there

Create custom API integrations

Use Katana’s open API to create custom workflows and connect to apps beyond our list of integrations. Automate data transfers between the services you use to level up efficiency. Take a look at our API documentation to learn more.

Get visibility over your sales and stock

Wave goodbye to uncertainty with Katana Cloud Inventory — AI-powered for total inventory control.