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Description

Stock-Aware CRM and eCommerce platform for Wholesalers, Distributors, and Manufacturers. You can sell more in less time every time. Be a prospect hero. What is Stock-Aware CRM? Manufacturers, Wholesalers, Distributors and Distributors know that selling physical products B2B presents unique operational challenges. This means that ordinary CRM's fail. Stock-Aware CRM is different. Prospect is a new Stock-Aware CRM specifically designed for Wholesalers, Distributors, and Manufacturers who sell physical products to B2B. Prospect integrates customer, inventory, and product data to streamline B2B CRM processes. Your team will be able to save time, increase sales, and maximize profits. Prospect combines the best aspects of traditional CRM - Marketing Sales Pipelines and Customer Service Management with the reality of selling B2B products. This includes special pricing, back orders and product information, as well as quoting, ordering and inventory management.

Description

Uplaces is an innovative cloud-based platform designed for B2B order management and e-commerce tailored specifically for manufacturers, distributors, wholesalers, and sales representatives. This system merges the convenience of field sales order entry with an online storefront, allowing business buyers to browse catalogs, view personalized pricing, payment conditions, minimum order quantities, and their purchase histories, enabling them to place new or repeat orders effortlessly. Sales teams utilize a mobile application to initiate and monitor orders, with real-time synchronization of product and inventory data sourced from integrated ERP systems. The platform features native integrations with Tiny, Bling, and Omie, ensuring seamless connectivity for products, customer information, pricing, inventory, and order management. Selected plans offer API and webhook capabilities, while the Enterprise plan includes personalized ERP integration options. Furthermore, AI-driven order capture technology can interpret various formats such as text, PDFs, images, or audio, matching them to the seller’s catalog and generating draft orders for approval. The platform is also equipped to incorporate Brazilian tax regulations like ICMS-ST and IPI into the order processing, ensuring compliance with local laws. This comprehensive solution empowers businesses to streamline their ordering processes and enhance their operational efficiency.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

3CX Yes 
Bling No 
DEAR Inventory Yes 
Exchequer Yes 
Gmail Yes 
Intercom Yes 
Katana Cloud Inventory Yes 
Mailchimp Yes 
QuickBooks Commerce Yes 
Sage 50 Yes 
Spotler Yes 
Stripe Yes 
Unleashed Yes 
Voyced Yes 
Xero Yes 

Integrations

3CX No 
Bling Yes 
DEAR Inventory No 
Exchequer No 
Gmail No 
Intercom No 
Katana Cloud Inventory No 
Mailchimp No 
QuickBooks Commerce No 
Sage 50 No 
Spotler No 
Stripe No 
Unleashed No 
Voyced No 
Xero No 

Pricing Details

£22.50 per month
Free Trial Yes 
Free Version No 

Pricing Details

R$ 299/month
Plans for manufacturers and distributors start at R$ 299 per month and include three users. Individual sales representative plans start at R$ 149 per month. A 10-day free trial is available, and native ERP connectors have no setup fee.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProspectSoft

Founded

2002

Country

United Kingdom

Website

www.prospectsoft.com

Vendor Details

Company Name

Uplaces

Founded

2018

Country

Brazil

Website

uplaces.com.br

Product Features

Construction CRM

Client Tracking No 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management Yes 
Purchasing No 
Returns Management No 
Sales Forecasting Yes 
Shipping Management No 
Warehouse Management No 

Manufacturing

Accounting Integration Yes 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management Yes 
Quality Management No 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management No 
Shipping Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Product Features

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

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