Every CRM and sales feature.

The full list, from the first message to the paid invoice. CRM is included and works from the same customer record as your quotes, orders and books.

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Leads

Capture from every channel

Leads arrive from WhatsApp, calls, email, website forms and spreadsheet imports.

Lead sources

Every lead tagged with where it came from, so you can see which channels bring business.

Assignment rules

Leads assigned by territory, product line or round robin the moment they arrive.

Response targets

First response targets on new leads, with the time left shown on each one.

Convert to a deal

Turn a qualified lead into a deal with the contact and company already filled in.

Pipeline

Your own stages

Deals move through the stages you define, with value, probability and owner on each.

Board and list views

Drag deals across a board, or filter and sort a list, and save the views you use.

Next steps and tasks

Tasks with due dates on every deal, so no follow-up depends on memory.

Lost reasons

Record why a deal was lost and report on the reasons over time.

Custom fields

Add the fields your sales process needs to leads, deals and contacts.

WhatsApp and email

Shared WhatsApp inbox

Chats on your WhatsApp Business number arrive in one inbox and land on the right customer.

Chats assigned to owners

Each conversation goes to the salesperson who owns the customer or deal.

Message templates

Approved WhatsApp templates and email templates ready to send from the record.

Email on the record

Send and receive email from the lead or deal, with every thread kept on it.

Calls and notes

Call logging

Calls logged against the customer and the deal, with duration and outcome.

Notes

Notes on every lead and deal so the next person picks up where the last one stopped.

Activity timeline

Messages, calls, emails, notes and changes in one timeline on the record.

One customer record

Contacts and companies

People and the companies they work for, linked, with addresses and tax details.

Balance on the deal

Sales sees the open balance and credit limit before quoting. Finance sees the deal.

No second customer list

CRM, quotes, orders and invoices all use the same customer record.

Quotes to cash

Quotations from the deal

Build the quote from the deal with your price lists, discounts and VAT.

Quote to order to invoice

An accepted quote becomes a sales order and an invoice without re-keying.

E-invoicing applied

Egypt e-invoice and ZATCA Phase 2 compliant invoicing on every invoice raised from a deal.

Price lists and pricing rules

Prices by customer group, territory or quantity, applied automatically to the quote.

Stock on the order

Available stock shown on the sales order before you confirm a delivery date.

Targets and commissions

Sales targets

Targets by salesperson, territory or product group for each period.

Commissions

Commission calculated from invoiced sales for salespeople and sales partners.

Progress against target

Each person sees invoiced sales against target as the period runs.

Campaigns and bookings

Website lead forms

Forms on your website create leads directly in Prospera.

Email campaigns

Send a planned series of emails to a lead or contact group, tracked by campaign.

Appointments

Customers book a meeting slot and it lands on the right person's calendar.

Reports and mobile

Pipeline and funnel reports

Deals by stage, owner, source and value, and conversion from lead to order.

Sales analytics

Sales by customer, item, territory and salesperson, with drill down to the invoice.

CRM on any phone

Leads, deals and notes in any phone browser, on the road.

Team chat

Discuss a deal with colleagues inside Prospera.

Works with the rest of Prospera

Connected to everything else.

Invoicing and collections Inventory Helpdesk Commerce Projects Financial reports Prospera Intelligence

See it with your numbers.

A free systems review walks through these features with your own processes, then gives you a written plan and a fixed price.

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