Prospect CRM Reviews

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The training items seem to be outdated or use different screen shots from the platform we use.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

It is so easy to use, even a chimp could understand how to use it. Excellent

None, I cannot fault it. Been using for a year without issue

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

It was easy to use from the first day. Very intuitive and easy to use UI. Integration with Xero and Sage were great and helped the company a lot.

Price is a little high, liked the platform but is not for our small business ...

The RFM makes it easy for me to know where I should be spending most of my time.

I would make the filtering option a little easier to navigate.

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.

Don't really have anything to not like, if so it would be petty thing such as the colour scheme.

Integration to existing system was very easy

Report writing is complex, but it is all there and there is good support from Prospect CRM

Prospect excels all of our needs, dreams and requirements. If you can't figure out how to do it, the brilliant support team certainly can. No issue is too much trouble. I can produce a report easily to show exactly what I need. Its chronological format make recording data so simple - excellent for when you're busy. The note section is an excellent asset, it makes working part of a team even easier.

I really struggle to fill out this box. I am yet to have a band experience with Prospect, it's simply great!

Seamless integration with our (Exchequer) accounting system. Very easy to use & understand interface which can be readilt customised to suit our requirements.

Generally somewhat slow implementation of custom requirement although a highly technical API interface was fast tracked to meet our sudden need.

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.

Everything easy to access on one page. All departments can keep on top of progress.

Small things like going back to pages from top rather than where you have scrolled to.

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.

Great to know what customers routine orders look like

Would like a kanban view to enable better sorting

Really good programme, it is really self-intuitive. I have used several CRM systems over the years but this is my favourite.

I still haven't really got to grips with the reporting side of things, i know there is online tutorials but its having the time to sit and go through them.

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

Configuration options
Tech support quality and response time
Aggressive new feature development

Backend database update bulk tools not always fully functional and intuitive

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.

Search facility is easy to use. holds lots of info and is customisable to our needs

nothing we are very happy with it. if anything I keep closing it down in error by clicking the cross by mistake