Name: Prospect Sleuth CRM
Price: 1 USD
Author: Fronsee Technology Solutions

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Kubernetes Monitoring

Service Mesh

Development

Academic Advising

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Email Spam Filter

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Database Load Balancing

Desktop Outsourcing

Ethernet Switches

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Packet Analyzer

Software Defined Storage (SDS)

Tape Storage

Threat Intelligence

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Event Registration

Heatmap and Session Recording

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Acceleration

Sales Gamification

Sales

Animation

Auto Repair

HIPAA Compliance

Insurance Suites

Investment Portfolio Management

PCB Design

Public Sector Software

Tax Practice Management

Vertical-Specific

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Document Locator

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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.

Basic

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Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Prospect Sleuth CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Fronsee Technology Solutions

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Prospect Sleuth CRM

Overview

What is Prospect Sleuth CRM?