Prospect Sleuth CRM

Prospect Sleuth CRM is a customer relationship management software solution designed for auto dealers, insurance agents, and small-medium businesses (SMBs). According to the vendor, this CRM system offers a user-friendly interface and a range of features to streamline business operations and drive growth. Whether it's managing leads, sales teams, appointments, or analyzing data, Prospect Sleuth CRM aims to be a helpful tool for professionals in the auto dealership, insurance, direct sales, network marketing, and multi-level marketing (MLM) industries.

Key Features

Sales Lead Tracking: According to the vendor, users can effectively manage leads, follow-ups, appointments, and contacts in one online CRM system. The program aims to simplify the process of contacting, qualifying, and converting leads into customers.

Sales Team Management: The unique salesperson hierarchy allows managers to monitor, track, and assign leads to salespeople. Users can view leads assigned directly to them or to the users who report to them, aiming to facilitate seamless lead distribution.

Follow Up / Call-Back Queue: The system provides a list of leads sorted by the last date and time of contact, helping users keep track of their interactions. The vendor suggests that users can use lead scoring and grading fields to determine if they are following up with qualified leads.

Appointment Calendar: Users can view upcoming appointments and integrate with Google Calendar for directions and email alerts. The vendor claims that this feature aims to help users stay organized and never miss important meetings or follow-ups.

Mobile: The web application is designed to be mobile-friendly, allowing users to access and manage leads and appointments on the go. The vendor also mentions that a mobile app is in development to enhance the CRM experience.

Google Calendar: According to the vendor, Follow Up appointments automatically sync with users' Google Calendar. This integration aims to help users keep all their appointments in one place and stay organized effortlessly.

Affordable, Simple, CRM: Prospect Sleuth CRM is positioned as an affordable CRM system, priced at $2 per user. The vendor claims that its simplicity and user-friendly design make it suitable for small businesses. The aim is to streamline the lead conversion process with organized lead distribution.

File Upload & Management: The system offers file storage on each lead, allowing users to attach images and documents. Additionally, users can import existing leads from an MS Excel list, potentially eliminating the need for manual data entry.

Reports: Users can view reports and statistics to gain insights into their business. The vendor states that users can track how long leads have been open and estimate potential revenue from open leads. CRM spreadsheet reports can be downloaded for easy access on the go.

TLS / SSL Security: According to the vendor, Prospect Sleuth CRM ensures data security by serving all web pages over TLS / SSL. This encryption aims to protect data to and from the servers, providing users with added security. Users can look for the security lock in their browser for verification.