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ERP Cloud API

Prospect CRM

B2B CRM for Wholesale & Distribution

Connect Prospect CRM with HubSpot to keep accounts, contacts, leads, quotes, and invoices aligned across both systems — with trading terms and stock availability surfaced on your HubSpot records.

Coming Soon

Prospect CRM Pricing

Choose the plan that fits your team. Prices in GBP, billed monthly or annually.

Lite

£259/month

or £2,950/year

  • One-way sync into HubSpot
  • Hourly sync intervals
  • Basic workflow actions

Standard

Most popular

£599/month

or £6,828/year

  • Two-way sync with HubSpot
  • Sync intervals down to 30 minutes
  • All workflow actions

Advanced

£848/month

or £9,667/year

  • Two-way sync with HubSpot
  • Sync intervals down to 1 minute
  • All workflow actions

All plans include a one-time onboarding fee of £2,000.

Prospect CRM, by ProspectSoft, is a stock-aware B2B CRM for wholesalers, distributors, and manufacturers, sitting in front of the customer’s finance and inventory system and mirroring its data. OW Sync will connect the Prospect OData API with HubSpot so accounts, opportunities, quotes, products, and ledger data flow into your CRM — and records can be created back in Prospect — keeping marketing, sales, and finance in step.

Planned Features

  • Companies – Sync Prospect divisions into HubSpot as companies, with their parent group linked above them
  • Contacts – Keep contact records aligned across both platforms, linked to their division
  • Deals – Two-way sync for both leads and quotes, each on its own HubSpot pipeline, with their line items
  • Invoices – Bring sales invoices and credit notes into HubSpot with their line-level history
  • Products & Stock – Sync the product catalogue and surface warehouse availability on HubSpot products
  • Trading Terms – Surface balance, credit limit, payment terms, and on-stop status on HubSpot companies
  • Workflow Actions – Create and update accounts, contacts, leads, and quotes, add quote lines, and confirm a quote into a sales order from HubSpot
  • Custom Field Mapping – Map Prospect CRM fields to HubSpot properties

Coming Soon

The Prospect CRM integration is currently in development. Contact us to express interest and be notified when it becomes available.