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84 Reviews for UK Users

- Industry: Consumer Goods
- Company size: 2-10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Prospect CRM is the nice tool for business sales growth
Reviewed on 02/05/2021
It was a nice experience while using the Prospect CRM and we recommend to our friends as well.
Pros
It is nice and easy to use software, full functional and has many nice features. Prospect CRM is the awesome sales CRM tool for our brand.
Cons
It's support, we were stucked sometimes, and we were getting responses too late for our queries. Overall, the experience was nice.
Reasons for Choosing Prospect CRM
More Convenient, and cost effective.Reasons for Switching to Prospect CRM
It was cost effective and we have simple user experience as well.- Industry: Wholesale
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Simple, Intuitive and Customizable
Reviewed on 13/05/2022
Pros
Our company Becker First Responder Co. found Prospectsoft Ltd as we we were in the search for a new inventory system. We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We have been tremendously impressed by the implementation team as we set the entire system up. As we rolled out the new inventory system, adding Prospectsoft into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customize the platform to make it work for our unique terminology and process.
The entire team has been tremendously helpful and would highly recommend.
Cons
Prospect Soft is a UK based company so as we are based in the USA the support hours are not during our working hours.
- Industry: Health, Wellness & Fitness
- Company size: 2-10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Mixed feelings - plenty of features, but not convinced the basics have been covered
Reviewed on 19/01/2021
The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them blank. Examples of not covering 'the basics' include the customer type not integrating with the customer type in Unleashed, the inability to search for a sales ledger by company name (instead having to search by code). We do not unfortunately memorise the customer code of all of our customers!). As Prospect has grown, the support offered has become more generic and less personable. The team doesn't seem very joined up. An example of this was a customer relationship manager noticing some 'bugs' during a zoom call (which we were very grateful for), raising a ticket on our behalf, only for the response to the ticket to be a link to the Prospect academy articles.
Pros
The ability to organise our customers into companies, divisions and contacts.
The search functionality
The reports, and AI aspects.
Cons
This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed. We have had issues with all of these and as a small business, the amount of customisation that is possible is a bit overwhelming without support. We want to spend our time solving our customer's problems with our products, selling items, and operating an efficient business We don't want to spend our time reading endless manuals, articles and trying to navigate around complicated set up processes. The software has felt a bit buggy in places and slow to respond. As a result of this, we have reverted to adding orders using Unleashed, because it is quicker and easier.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Prospect CRM
The software seemed more customisable and relevant.- Industry: Construction
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Definetly Would Recommend Prospect Soft
Reviewed on 09/05/2022
Very positive. As person who likes things to be clear and organised i think that ProspectSoft is a brilliant tool for the whole team - especially sales & marketing to work together and communicate when working with customers.
Pros
Easy to use, you can track so many different things - really helps a busy team keep communication at bay. Very useful tool to help you look after customers to the best ability possible.
Cons
Its quite a new software and they are a very adaptable team so if we ever find anything that needs improving etc they are quick to take it on board and the changes are actually made ! ( you would never get this with a big corporate company )
- Industry: Food & Beverages
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Fabulous CRM
Reviewed on 15/06/2022
Excellent for the sales team to maintain and grow their current customers; while expanding into new areas.
Pros
Very easy to use and implement. The best CRM for inventory based sales and the dashboard provides an instant view of sales. Excellent support, quick and knowledgeable.
Cons
The training items seem to be outdated or use different screen shots from the platform we use.
- Industry: Chemicals
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Prospect CRM
Reviewed on 26/05/2022
Very impressed
Pros
Funnel and flywheel is a no brainier, the ease of use is also very good
Cons
Where to add individual client prices.
- Industry: Automotive
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Solid Online CRM
Reviewed on 20/04/2022
Makes managing customers across multiple points of contact much easier
Pros
Easy to use in any browser, solid and reliable, very scalable.
Cons
Large feature set can be overwhelming until you get into using it
- Industry: Sporting Goods
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Love the product and does everthing i need it to
Reviewed on 24/05/2022
Makes doing my job a whole lot easier
Pros
Easy to use and never goes wrong, gives me all the information i need
Cons
Dont have anything negative from my point of view does what i need it do do
- Industry: Consumer Electronics
- Company size: 51-200 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Genuinely one of the best inhouse C|RM tools I have used!
Reviewed on 12/05/2022
Watching the performance of our sales teams improve, the quality of work and service improve and productivity too!
Pros
Custom reports to identify the most likely candidates, autodial tie-ins to improve efficiency, full end to end quote tracking. Recall and reminders. Almost every aspect has been well thought through and executed,
Cons
The user interface and customer search system can seem a little counter intuitive to new users. But basic training and they are up and running in no time.
- Industry: Machinery
- Company size: 11-50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software, excellent onboarding support!
Reviewed on 06/05/2022
The whole process from pre-purchase to support during setup and the entire onboarding experience has been exceptional. I cannot praise the team enough in how they have supported us to get up and running with the system.
Pros
As a company new to using a CRM, Prospect has opened so many options to us and made the whole process extremely easy to do. It's ability to integrate with Xero, Unleashed and Mailchimp have allowed us to create a comprehensive stock aware customer relationship system.
Cons
I haven't found any negative yet, but we are still in the first 6 months of usage.
- Industry: Wholesale
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
B2B - This is your CRM.
Reviewed on 20/06/2022
It helped us grow sales.
Pros
4.5 out of 5 stars. Prospect soft is the best CRM for B2B sales: period. That said, they are still improving the CRM and releasing updates every 2 weeks based on community feedback. Does the CRM do everything you would hope: no, but those things are in the pipeline. Does the CRM do 90% of what you need better than everyone else. Yes!
Prospect is particularly strong at tracking customer changes in habits. Has one of your loyal customers went too long without purchase: you will know. Is a particular category underperforming amongst customers on the West Coast, Prospect will let you know. Prospect is first and foremost a customer relationship management tool and second a lead management tool. Most CRMs are merely for tracking leads and closing sales. B2B is different and needs a different CRM. We need to know our customers habits, trends, etc. in order to maximize sales and this is where Prospect stands head and shoulders above the rest.
If you are B2B - get this CRM. If it's missing a feature you want, just wait: it will be added soon as they do an EXCEPTIONAL job of listening to and responding to customers and making the CRM better.
Cons
The hierarchy structure of the CRM is both is best feature, and, at times, it's most annoying depending on the type of customers you work with. There is a slight learning curve here but once your team is used to it, it works very well.
Alternatives Considered
Method CRMReasons for Choosing Prospect CRM
Needed specific B2B functions that were not natively present in other CRMs and would have cost a lot to switch. Also, it was very important that our CRM communicate with our accounting software.Reasons for Switching to Prospect CRM
b2b reporting and functinality. Specifically, tracking and segmenting of current customers.- Industry: Construction
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Implementation in a growing company
Reviewed on 18/02/2021
Great. Our quoting, follow up, analytics and overall management are at a whole new level.
Pros
A number of expected benefits plus some great unexpected capabilities.
We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track monitor and follow up on quote status and a practical manner. A lot fell through the cracks.
Integration with Unleashed was a critical factor. Converting quotes in Prospect to Orders in Unleashed is seamless.
Prospect delivers great analytics we couldn't do before. Time since last order, conversion rates, customer productivity and potential etc.
The system forces the user to assign tasks. What we thought was annoying at first is in fact a great project management and communication tool as it automatically alerts whoever the task is assigned to and allows me to have the overall view at a glance of who is supposed to be delivering what and on which day.
Unexpected bonus and time-saver: We can calculate the weight of an order which is critical for preparing a shipping quote. Hadn't even considered this when we purchased the software. Simple yet impactful.
Subtotalling quotes, moving line items around - super easy.
Cons
The template and document layouts between Prospect and Unleashed don't quite line up but that's manageable
Some of the terminology and processes are a bit counter-intuitive but once you know how to do it it's easy.
One example is printing a document. Typically the function you look for is "Print". In Prospect you don't "print". You 'create a document' using the "Document".
Another example is deleting line items. Let's say you want to delete one or more contacts from a company/client. It's not obvious or intuitive but once you learn how, it's easy. (You have to know the icon to click, then select "Perform Bulk Action".)
And the support staff at Prospect helped us solve every query.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Prospect CRM
1. Their people are accessible and knowledgeable. We speak directly with them and the same group of people all the time. They know us and our business. 2. We're a building product manufacturer. They demonstrated right off they understood our industry and software is well-designed for manufacturing and the construction sector.- Industry: Wholesale
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great system, great service
Reviewed on 03/03/2021
Overall, the experience with ProspectSoft and been really great, I love how the system is constantly been updated with new features. Also, I love the chat facility thats available, this has come in so handy because I can ask a question and then get on with something else while I wait for a response, they always respond within 10 mins of me asking and they are a really great customer service/support team.
Pros
One of the features I like the most is the RFM Analysis, this makes customer calls so easy and helps me to know exactly who I need to call first who may be at risk of slipping away. Also, the way the system integrates so well with Unleashed makes it really easy to work with.
Cons
To start with I had some small issues with the speed of the system however this was something to do with my computer and not directly linked to the system, once this was sorted everything worked great.
- Industry: Furniture
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great integration
Reviewed on 15/02/2021
The support team are brilliant, deployment was a cinch and it's intuitive to use!
Pros
The ability to integrate with Unleashed inventory management is faultless.
Cons
email integration with Office 365 can falter at times
Alternatives Considered
HubSpot CRMReasons for Choosing Prospect CRM
for the integration with unleashedSwitched From
Zoho CRMReasons for Switching to Prospect CRM
Unleashed integration and ease of use- Industry: Electrical/Electronic Manufacturing
- Company size: 51-200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best CRM by far
Reviewed on 06/04/2021
10/10.
Product, training, and all aspects are second to none. I can remember the first Outlook add ins from Dynamics. I have used M Dynamics, Sales Force, Zoom (I think), Smartsheets, and now this. Prospect is by far the best if you are actually selling stock that exists.
Pros
It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business
Cons
Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer.
- Industry: Environmental Services
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Real life review
Reviewed on 02/03/2021
Very happy to use this software. Well put together and designed
Pros
Easy of use and the user interface. Easy to navigate
Cons
Doesn't make coffee. It ticks all my boxes
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Prospect CRM
Just was not working for us.Switched From
Sage CRMReasons for Switching to Prospect CRM
Better pricing and better suited to our needs- Industry: Wholesale
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent
Reviewed on 01/10/2021
As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb and flow, I can safely say that Prospect CRM has really streamlined our approach and really allows us to manage our customers more effectively.
Pros
I like how easy it is to use and how it integrates with other systems we use for manufacturing. I am able to qualify leads set tasks and get a real snapshot of the business as well as track inventory and look at peaks and troughs.
Cons
We had a few teething issues which were sorted out by the Prospectsoft Team all in all we have not come across any cons.
Reasons for Switching to Prospect CRM
After-sales support and integration with other systems that we use- Industry: Food & Beverages
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
This just does what it needs to and does it well!
Reviewed on 07/09/2020
Easy, great support and onboarding from team when bringing it on. Very quick and adaptive with stock and very very reliable.
Pros
Ease of use, adaptability and fits so well into our Goods out software
Cons
there is nothing that I feels needs inclusion in this box
- Industry: Wholesale
- Company size: 2-10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Awesome CRM
Reviewed on 21/07/2021
Overall since introducing the CRM our conversation rates have gone up and sales process is in the process of going o a whole new level
Pros
Support, Flexibility, Reporting, Sales Pipelines ability to force tasks
Cons
Documents layouts are hard to master, but the support teams are there to help and always a pleasure to talk to.
Reasons for Choosing Prospect CRM
Our old provider wants a ridiculous amount of money for alot less in terms of features.Reasons for Switching to Prospect CRM
During the trial process the support was second to none.
- Industry: Sporting Goods
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
10 years and counting
Reviewed on 30/01/2019
Sales order entry and viewing stock levels is difficult in all the accounting systems we have used. We intially installed Prospectsoft CRM in order to make those tasks easy, which it has done. We are also now taking advantage of the customer relationship pieces, like note taking, lead tracking and problem management.
Pros
Quick order entry functions, clear visibility of inventory data and integration to our back office
Cons
Many things in the past, but Prospectsoft have fixed all those. There are things now which we want changing, but they are logged in an ideas portal and we have an understanding of how long they may take to make it into the live product.
Response from ProspectSoft
Thanks for your feedback. We love good news stories. We also appreciate all your feedback in the ideas portal. Your product suggestions will help us to do a better and better job at meeting the needs of our b2b distribution & wholesale customers. Thank you.
- Industry: Civil Engineering
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best investment for your Sales this year.
Reviewed on 06/07/2021
A little over two years with Prospect CRM and everything is in a really good place, the working relationship and support offered is key to this.
Pros
Easy to use, constant development and improvements but in place prior to asking or even finding small glitches.
The price is negligible in compassion to what it brings to the business in the form of revenue. Customer experience has only been enhanced by all the reminder features, follow ups, emails and quote faculties built inot the software.
Cons
Don't really have anything to not like, if so it would be petty thing such as the colour scheme.
- Industry: Wholesale
- Company size: 2-10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Prospect CRM
Reviewed on 31/08/2021
A very helpful business that set up us quiclly and efficiently and a very easy to use software. Nothing is a problem.
Pros
We liked the way that we could very quickly pick up if any of our customers were dropping off on specific products or overall on sales.
Cons
A bit slow to ollect the data from sage 50
- Industry: Building Materials
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A great addition to our business
Reviewed on 21/05/2021
We started using the Prospect CRM just over 6 months ago and it's added real value to our business - The support we have received when needed has been fantastic but to be honest with all the support tools such as the prospect academy which allows you to look at tutorial videos we now rarely need help at all. It's an amazing tool for our Sales guys on the road who can now check stock, what price a customer previously paid and other really useful information on there mobiles whilst out and about meaning they're not pestering the office constantly for such information!!!
Pros
The ability to look at stock, previous price paid etc for our Sales guys on the road is invaluable. Our sales team can also read up on any previous information gained on projects before visiting our customers and potential customers.
Cons
When we raise invoices on the CRM and then transfer to our Xero system to confirm the invoices the prices are sometimes rounded up so we have to then alter them back on Xero

- Industry: Health, Wellness & Fitness
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
This software makes things take longer, not less time
Reviewed on 01/12/2020
It is a decent piece of software for those who need the features it offers, but for those who just want to create quotes and orders it increases rather than reduces your workload.
Pros
The structure/hierarchy of contacts (company, division, contact) is helpful.
Cons
The software has a very "Microsoft Excel" feel about it completing any task takes a few seconds longer. Over time, the seconds add up. We were previously using Unleashed to add and process orders but switched to Prospect which then sends the orders to Unleashed. Instinctively, Unleashed is much faster and easier to use and our staff choose to use Unleashed directly instead of Prospect. For example, we could previously create a quote and download it as a PDF instantly. We now have to open a Word document, then save the word document as a PDF, find the PDF in a folder on our computer etc. When we accept a quote we routiely wait up to 30 seconds for the quote to go through to Unleashed as an order. Managing products in Prospect isn't easy - a large user unfriendly Excel spreadsheet. We had a problem of duplicate products and incorrect product codes syncing from Unleashed and have still not resolved this.
Response from ProspectSoft
Hi Chris,
Thanks for your feedback, and the five stars you gave for our customer support - we appreciate that. But we also appreciate you taking the time to provide details of your challenges. I have spoken to our Support team on your behalf, and there are definitely faster ways for you to perform some of the tasks you've listed, including fully automated PDF'ing of quote documents. However, to make sure you're getting the most from the system, a senior member of our Customer Success team will be reaching out to you shortly.
Thank you again,
The Prospect Team
- Industry: Information Technology & Services
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Prospect 365 is great for managing opportunities, creating and sharing quotations
Reviewed on 12/08/2020
Pros
Prospect 365 is great for managing opportunities, creating and sharing quotations and associated documents. Seamlessly works with Unleashed and Xero. Each adviser I have spoken with have been brilliant, providing quick responses to any queries I've had.
Cons
Mass downloads of files created in Prospect would be a useful addition