ONE PLACE FOR ALL OF YOUR PROSPECTS
Prospect Portal gives your one central location to store and manage all of your Prospects.
Available anywhere, anytime via a web browser or the iPad and Android Tablet apps, you will never lose a Prospect again.
Learn more about some of the key features below...
A PIPELINE FOR YOUR PROSPECTS
Once added to Prospect Portal, each of your Prospects can be categorised by their Pipeline Status.
By doing so, your Prospects fall naturally into their own workflow so that you can keep your Prospects organised and maximise your time.
Plus, every conversation you have with your Prospect can also be recorded and crucially, searched easily!
EASILY FIND WHAT YOU NEED
In Prospect Portal, you can quickly and easily search all of your Prospects for anything!
See our example below where we search for "chocolate" to find Prospects who have told us they like "chocolate" flavour products!
Easily record and track what Orders your Customers make, so you know who has ordered what and when!
Plus, see in a glance their last Order date and their total spend!... And more!
Prospect Portal also allows you to easily stay in touch with your Prospects with the ability to send out customised emails to all of your Prospects.
Define recipients based on selected individuals, pipeline status, town/county, post code or your own custom search term!
If you have your own Team, you can also easily track their progress with the built in BluePrint Tracker!
We also have built in IT Support where you can register new feature requests or simply ask a question!
WHAT USERS ARE SAYING
"The Prospect Portal makes my business follow up and management so simple. I can store data on all my clients, prospects and members in one place. I have details of every conversation, ordering habits and follow up for each person stored within this easy to use ‘one stop shop’. At the click of a button I can email my database with an invite, new product information or a promotion. I don’t know how I’d keep organised and on track without it. LOVE this portal!"
Arriba Wellness Limited
Ready to get the most out of your Prospects? Contact us today and see Prospect Portal for yourself. We can even import your existing Prospects for you so you can get to work in no time!