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!