Prospect CRM Reviews

Prospect CRM

#1 CRM for B2B Wholesalers, Distributors & Manufacturers

Overall rating

4.8 /5
(117)
Value for Money
4.6/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
4.8/5

97%
recommended this app
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117 Reviews for UK Users

Jethro
Jethro
Overall rating
  • Industry: Sporting Goods
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • 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....

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.

Marcus
Overall rating
  • Industry: Wholesale
  • 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 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....

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

Stephen
Overall rating
  • Industry: Printing
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Bad Customer Service

Reviewed on 16/03/2023

Absolutely terrible. Its such a shame becuase on the surface it promised so much and it really...

Absolutely terrible. Its such a shame becuase on the surface it promised so much and it really suited us as a small business, we cant justify spending $1000 per month on software for some of the super programs and we were so happy to find this but it just does not work and could not get help.

Pros

I liked the idea of what it represented but in reality nothing worked.

Cons

I liked the idea of what it represented but in reality we were unable to get any of the intergrations to work. All we managed to do was to import product but the intergrations would not import contacts, CRM or historical data. To make it worse we are in Australia and we were unable to get any support. It says average time is 15 minutes but it was impossible to get help. Took many hours to even get a response and was un workable. The customer service team really needs a kick up the pantsm they dont read the messages and then also respond with stupid messages like, once the data is uploaded you will love it, problem is 24 hours into uploading and nothing is working and they still say the same thing.

Clare
Overall rating
  • Industry: Food & Beverages
  • Company size: 11–50 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

Fabulous CRM

Reviewed on 15/06/2022

Excellent for the sales team to maintain and grow their current customers; while expanding into new...

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.

Roxanne
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product even for a service lead client

Reviewed on 26/05/2023

It has been a lifesaver for us as a service lead business and the team have really assisted to make...

It has been a lifesaver for us as a service lead business and the team have really assisted to make it work for us although the platform is ideally for a stock based business. Thankyou for all the great support, the platform has made my job so much easier From [sensitive content hidden]
and Roxanne - MDEL

Pros

Easy to use, everything is trackable and you can assign tasks and follow up's which are great. The task section is easy to read and I personally use it as a to do list

Cons

As far as we are concerned it does everything we need it to at this stage

John
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Prospect CRM

Reviewed on 15/12/2020

Great company to work with, attentive and happy to sort issues quickly. Keep up the good work!

Great company to work with, attentive and happy to sort issues quickly. Keep up the good work!

Pros

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

Cons

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

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Prospect CRM

Outgrew its use as a database

Reasons for Switching to Prospect CRM

Friendly helpful people who knew what we wanted
Jonathan
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Fantastic UK Based CRM System

Reviewed on 06/05/2022

Pros

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.

Cons

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

Alternatives Considered

HubSpot CRM

Reasons for Switching to Prospect CRM

Ease Of use and Great follow ups to questions asked.
Verified Reviewer
Overall rating
  • Industry: Machinery
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Very good CRM system

Reviewed on 20/10/2023

When it was first implemented as a CRM system, I saw the improvements and advantages compared to...

When it was first implemented as a CRM system, I saw the improvements and advantages compared to the old system straight away. It has saved so much time making products live on the website, and adding content and digital assets. We often use special UDFs and a lot of reports, some for analysis and some for storing data i.e. volumetrics or FAQs. A very nice system to work with, overall.

Pros

Making products live on the website, adding content and digital assets is one of the easiest things to do.They use mainly drag and drop features, which do not take a lot of time.

Cons

Sometimes the website can be difficult to change in terms of how the web pages are laid out. But this does not affect the department I work in.

Graham
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 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

Prospect CRM Review

Reviewed on 10/07/2023

Excellent - It has increased visibility of customer accounts and how they are performing

Excellent - It has increased visibility of customer accounts and how they are performing

Pros

Integration to existing system was very easy

Cons

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

Alternatives Considered

Salesforce Sales Cloud
Leo
Leo
Overall rating
  • Industry: Textiles
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

a well controlled CRM

Reviewed on 24/05/2023

helps sales growth and better designed management in sales teams, thus improving the experience for...

helps sales growth and better designed management in sales teams, thus improving the experience for customers

Pros

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

Cons

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

Julian
Overall rating
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Distribution & Marketing for CRM

Reviewed on 15/09/2020

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding...

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals.

Pros

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.

Cons

Further automation & marketing potential.

Reasons for Switching to Prospect CRM

Our greatest requirement was for inventory management with customer and marketing functions seemingly easier to implement with other products rather than visaversa. - A marketing based CRM would still of left us fairly short in operational organisation for distribution.
Gary
Overall rating
  • 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...

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

Sam
Overall rating
  • Industry: Consumer Electronics
  • 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 9.0 /10

A great all-rounder.

Reviewed on 14/01/2022

Pros

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.

Cons

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

Danny
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II

Reviewed on 16/04/2018

Pros

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.

Cons

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!

Response from ProspectSoft

Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.

Paul
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • 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 9.0 /10

Prospect

Reviewed on 18/02/2022

Fantastic software with a friendly, helpful and capable support team.

Fantastic software with a friendly, helpful and capable support team.

Pros

This software is easily customisable within good boundaries that mean you are still working within the parameters of the system and reap the rewards of the software's natural development. The integration with our stock and accounts and 3rd party add ons is super too.

Cons

Dashboards could be more customisable without the need to employ 3rd party BI tools

Esther
Overall rating
  • Industry: Food & Beverages
  • 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

Highly Recommend

Reviewed on 08/07/2021

Pros

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!

Cons

We really cannot find a fault with this software.

Dave
Overall rating
  • Industry: Machinery
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

BalTec UK Ltd

Reviewed on 18/12/2020

It is a very powerful tool that helps us run our business more efficiently.

It is a very powerful tool that helps us run our business more efficiently.

Pros

The integration with our accounts package was critical, and Prospect365 was able to satisfy this.
being able to generate our own tailor made reports without the high cost of specialists was important to us.

Cons

There is nothing that I can say is missing. We do not use the software's full features yet.

Mark
Overall rating
  • Industry: Health, Wellness & Fitness
  • 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

Small Business Essential

Reviewed on 08/03/2022

Pros

Integration with QuickBooks, reports. dashboards

Cons

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

James
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Ideal for Wholesale Business

Reviewed on 08/02/2019

We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they...

We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly.

Pros

Live data so both our internal and external employees see exactly the same data in real time. Data includes all sales history, conversation notes, products (including stock levels and pricing), etc...

Cons

I don't have any issues with the Prospect365 CRM

Kara
Overall rating
  • Industry: Retail
  • 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

Great Programme.

Reviewed on 19/07/2021

Love using it and cant see any other product working for us better at this time.

Love using it and cant see any other product working for us better at this time.

Pros

Use this programme everyday at work, and it is a perfect. you can store so much information on your clients and suppliers. You can also set tasks for yourself so you wont forget to do things. The support is great when needing assitance, they answer very promptly and do their best to help.

Cons

It would be good if you could set a task for a certain time and it pop up on your screen like a message or something.

Adam
Overall rating
  • Industry: Food & Beverages
  • 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

How all software should be

Reviewed on 20/10/2023

We were looking for a CRM tool to help manage and grow our B2B business. We were recommended...

We were looking for a CRM tool to help manage and grow our B2B business. We were recommended Prospect by another company. The rfm matrix was the best sales feature, as soon as I saw it I knew this was the tool for us

Pros

Takes data and turns it into information in a quick, easy to understand way

Cons

We haven't found anything negative yet but will keep looking

Nadine
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great CRM System

Reviewed on 31/08/2022

I have used many CRMs in previous companies and have to say this is one of the most efficient. This...

I have used many CRMs in previous companies and have to say this is one of the most efficient. This links to our Sage system really well so I can see all customer info within Prospect and don't have to go back and forward between systems which is really useful and saves so much time.

Pros

- Everything I need to know is under each customer
- Can see At A Glance my customers that need more attention
- Notifies me when a customer hasn't ordered (and probably should have by now)
- Easy reporting

Cons

There isn't anything so far that I can think of

tanya
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Super helpfull over many many years

Reviewed on 14/05/2019

Pros

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

Cons

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

Lisa
Overall rating
  • Industry: Food & Beverages
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

User Friendly

Reviewed on 29/10/2020

The software has made the estimating and reporting side of my role faster and more efficient. The...

The software has made the estimating and reporting side of my role faster and more efficient. The search facility makes finding older documents very easy rather than using a manual system.

Pros

Live updates
Easy to navigate screens
Online chat button for help

Cons

Unable to copy and paste quotation lines rather than an entire quotation.

Chris
Overall rating
  • Industry: Food Production
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Quick, easy, already made a big difference!

Reviewed on 02/11/2020

Much better intel on customer and ordering trends.
Much greater ease of tracking leads and lead...

Much better intel on customer and ordering trends.
Much greater ease of tracking leads and lead management
Much easier pipelining and forecasting
Simple customer credit control snapshots available for sales staff, instead of referring to finance team.
Easy to set up. Winner.

Pros

API hookups to Unleashed & Xero make it so easy to use - live quoting with stock data means we're not quoting on stock we don't have. Customer RFM makes the sales team more efficient as they can target clients effectively to build on successes, or to rescue those who are having a hard time.

Cons

There is almost too much customisation possible... but it's easy to lock down the system, so it's not really a disadvantage.