Prospect CRM Reviews

Ease of use, adaptability and fits so well into our Goods out software

there is nothing that I feels needs inclusion in this box

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.

A bit slow to ollect the data from sage 50

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.

The training items seem to be outdated or use different screen shots from the platform we use.

The CRM software is easy to use and work with. Also allows integration with our Unleashed system.

Web based systems are reliant on the internet, although this does work well on 4g too if needed!

We have just integrated Prospect CRM into our business sales process and from start to end the Prospect CRM implementation has been flawless. The quotation was quick and accurate at the start and has never changed throughout the process. The onboardng was excellent and the training sessions were well executed by [SENSITIVE CONTENT]. My staff were engaged and are now eager to use Prospect CRM to assist with growing their and the business sales.

Nothing comes to mind. The system is exactly as we require.

Easy navigation and great interaction with external mail systems and works off mobile internet for ease of updating system there and then at time of any relevant activity or notification.

Nothing at all really as has most functions that are required for effective management and delivery of my ongoing activities.

You can have a better administration of assets, orders, quotes, inventory and contractsits price is cheap and fairIts quality of customer service is correct to resolve doubts instantlyits operation and performance is of good quality

Objectively I have not found any type of failure that makes me consider a change or something that I dislike

Primarily the inventory control and integration with current accounting softwares.
The combination of stock management / distribution in a pipeline that can be tailored is highly practical.

Further automation & marketing potential.

The interface is very user friendly.

A variety of built-in dashboards allow you to easily track, monitor and action opportunities/quotes giving us great oversight at any time of current sales and lead generation.

It integrates with software for producing quotations and marketing communications which are then visible within the CRM providing visibility for all staff members allowing us to provide the best service.

The team are super helpful and responsive to any queries we have and do all they can to find an appropriate solution.

No cons other than a few initial teething issues at the beginning which were quickly sorted out by the team at Prospectsoft.

I like the updating of essential information replicated to the web instantly. I enjoy the CRM interface, it's user friendly and very similar to MS Office. Support is good, much easier to phone than open a ticket.

I dislike the CMS Editor, it's limited when it comes to core changes, having learnt to code in raw HTML and CSS, a WYSIWYG editor is somewhat annoying. However this could just be me!

You don't have to be an IT expert to be able to make small changes to the CRM software/portal where customers purchase our products - ease of use. Easy integration into Sage 50 and Stripe payment software really helps.

We do not have specific things we do not like about this product.

Prospect has without doubt created a seamless platform for our drinks business where we have greatly benefitted from this fantastic CRM software. It is integrated to Sage and is now central to our daily ordering, stock and invoice system and we wonder how we managed with out it before! I used Prospect in a previous company but it has now evolved into a user friendly system with a fantastic back up support team, always on hand to help and answer queries. From the onset full support is given and the team really know your business. Highly recommend Prospect as a value added tool to any business!

We really cannot find a fault with this software.

Integration with QuickBooks, reports. dashboards

There are so many features it will take a while to learn all of them that are valuable to us.

For the user the product is easy to use and provides you with regular reminders to update and act on information.

Not had any issues that have not been resolved promptly by Prospectsoft support team

Easy to use, lots of reports can be ran. Multiple users available.

N/A Nothing bad to report on the software

Easy to use and never goes wrong, gives me all the information i need

Dont have anything negative from my point of view does what i need it do do

We added Prospect to our business system with a view to increase our management of our sales and marketing efforts. prospect proved to be a great addition and easily integrated with our existing Xero & Unleashed systems.

At present we have found no problems with using Prospect. We are still learning, finding new features and ways of doing.

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,

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.

I love the way that prospect helps me to keep up to date with any tasks that I may have booked in for days/ weeks/months ahead.

There is nothing that I do not like about the software.

If you have a stock system that talks to Prospect, this CRM will transform your day to day operation. I used to use Salesforce and this is infinitely superior.

after a few months of use, I have not come across anything that is missing.