Prospect CRM is a cloud-based CRM built specifically for Wholesalers, Distributors, and Manufacturers who sell physical products B2B.
Unlike most CRMs, which prioritize only the sales funnel and acquiring new customers, Prospect focuses on the entire customer flywheel. It supports retaining, upselling, and reactivating customers — essential for long-term profitability.
Benefits of integrating Prospect CRM with Katana
By integrating Prospect CRM with Katana, you can:
Sync product, inventory, customer, and sales data between both platforms.
Give sales and customer-facing teams access to insights that help increase sales.
Combine these insights with traditional CRM features to grow your business.
Streamline and better manage your B2B sales processes.
Learn more about Prospect CRM
Sync details
Important: SKU values in Katana must be unique and cannot be blank. Duplicate or empty SKUs will be skipped during the sync.
Initial sync
When first connecting Prospect CRM to Katana, Prospect will pull in:
All existing products
Customers
Sales orders
Current inventory levels
Ongoing sync
After the initial connection:
Products, customers, sales orders, and inventory will continue to stay updated between Katana and Prospect.
Once a quote or sales order is confirmed in Prospect, it is automatically pushed to Katana.
Line item products are matched with Katana products. Customers are also matched.
If a customer does not exist in Katana yet, you’ll be prompted to create them with their details.
If a sales order is updated in Katana, those changes will also sync back to Prospect.
The original sales order document in Prospect remains unchanged, but visible updates appear under the company’s sales transactions.
How to connect Prospect CRM to Katana
Start a free trial of Prospect CRM or sign in if you already have an account.
Connect to Katana from Prospect CRM by following the steps in this guide.
That’s it! You’re ready to grow your B2B product sales with the Prospect CRM integration.
Limitations
Katana’s Shipping fee is not currently supported in this integration.
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