Create a bridge between Katana and Prospect CRM data
Connect Katana with Prospect CRM and their Stock-Aware approach to close the gap between your manufacturing and sales.
Integration:
Prospect CRM
Website:
Category:
CRM
Type:
Third-party
Documentation:
Grow your B2B product sales with the #1 Stock-Aware CRM Prospect CRM
Prospect CRM’s unique integration to Katana turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between inventory management and CRM.
Get more customers and a higher CLTV
Like all CRMs, Prospect CRM includes all the popular tools, like enquiries, web forms, landing pages, opportunity pipelines, goals, and integration to Mailchimp and Klaviyo to help you get more customers. While all CRMs help you get more customers, only Prospect CRM focuses on customer retention, repeat orders, and cross-selling. Specialist tools like RFM Analysis, the Magic Matrix, Missing Orders, upsell, cross-sell and must-sell capabilities make it easy to build customer lifetime value too.
An integrated, single view of your customers
By connecting Katana with Prospect CRM, data from each system will be in constant communication. Any changes made in one system – like adding new accounts or making a sale – will be instantly updated in the other, meaning your whole team can work better together.
2x your B2B sales like Wabanaki Maple
“Since integrating Prospect CRM with Katana, we’ve doubled sales and improved customer service.”
How to get started
- Sign up for a Prospect CRM free trial and connect to Katana
- Prospect CRM will sync and pull customer, product, sales history and inventory from Katana
- Data will then regularly sync from Katana to Prospect CRM automatically
Integrate with the best e-commerce,
accounting, reporting, and CRM
software out there
Create custom API integrations
Use Katana’s open API to create custom workflows and connect to apps beyond our list of integrations. Automate data transfers between the services you use to level up efficiency. Take a look at our API documentation to learn more.
Get visibility over your sales and stock
Wave goodbye to uncertainty by using Katana Cloud Inventory for total inventory control
