About Prospect CRM

Prospect is a cloud-based customer relationship management (CRM) solution designed to help Wholesalers, Distributors, and Manufacturers manage business operations. Prospect offers various key CRM features such as contact management, email templates, interaction tracking, task management, lead pipelines, quoting, insights, and more.

Prospect allows users to take orders and initiate back-office processes directly from the field using a centralised interface. The platform includes an integrated support ticketing system, which enables teams to record customer issues and share them with respective teams to take actions in real-time. Prospect also provides users with insights and updates on statuses, notes, and email content in a conversation-based activity timeline.

Prospect comes with an open application programming interface (API), which allows users to modify the system and integrate it with several third-party applications such as Xero, Unleashed Software, QuickBooks Commerce, DEAR Inventory, Cin7, Sage 50, Pegasus Opera, Access Dimensions, Exchequer, SAP, Office 365, Zapier, Zing Respond, Intercom, 3CX and more.

Pricing starting from:

£90.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Prospect CRM

- Use Sales & Marketing pipelines to get more new customers
- Access Accounting/Inventory data to produce quotes & orders with ease
- Discover detailed sales analysis from your Accounting/Inventory Management System to understand your customers better
- See a complete & centralised 360-degree view of your customers - even those who are about to churn
- Get actionable customer insights & powerful sales analysis for your whole team

Devices

Business size

S M L

Markets

Australia, United Kingdom, Guernsey, Isle of Man, Jersey, New Zealand, United States

Supported Languages

Dutch, English, French, Swedish

Pricing starting from:

£90.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Prospect CRM Software - Sales Rep Dashboard
Prospect CRM Software - Account Manager Dashboard
Prospect CRM Software - Missing Order Report
Prospect CRM Software - Sales Analysis at Company level
Prospect CRM Software - Top Products by Value
View 8 more
Prospect CRM video
Prospect CRM video
Prospect CRM video
Prospect CRM Software - Sales Rep Dashboard
Prospect CRM Software - Account Manager Dashboard
Prospect CRM Software - Missing Order Report
Prospect CRM Software - Sales Analysis at Company level
Prospect CRM Software - Top Products by Value

Features

Total features of Prospect CRM: 68

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • CRM
  • Calendar/Reminder System
  • Call Logging
  • Campaign Management
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • ERP
  • Email Management
  • Email Marketing
  • Email Templates
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Inventory Management
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Leaderboards
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Process/Workflow Automation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Returns Management
  • Routing
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shipping Management
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Prospect CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

HubSpot CRM

4.5
#2 Alternative to Prospect CRM
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

HubSpot Marketing Hub

4.5
#3 Alternative to Prospect CRM
HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing...

Zoho CRM

4.3
#4 Alternative to Prospect CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Reviews

Overall rating

4.8 /5
(84)
Value for Money
4.7/5
Features
4.8/5
Ease of Use
4.8/5
Customer Support
4.9/5

Already have Prospect CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 84
Chetan A.
Overall rating
  • Industry: Consumer Goods
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • 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.

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.

Alternatives Considered

HubSpot Marketing Hub, Pardot and Mailgun

Reasons for Choosing Prospect CRM

More Convenient, and cost effective.

Switched From

HubSpot Marketing Hub, Pardot and Mailgun

Reasons for Switching to Prospect CRM

It was cost effective and we have simple user experience as well.
Austin C.
Overall rating
  • Industry: Wholesale
  • 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 8.0 /10

B2B - This is your CRM.

Reviewed on 20/06/2022

It helped us grow sales.

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 CRM

Reasons 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.
James B.
Overall rating
  • 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 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...

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 Cloud

Reasons for Switching to Prospect CRM

The software seemed more customisable and relevant.
Devin B.
Overall rating
  • Industry: Wholesale
  • 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

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.

Verified Reviewer
Overall rating
  • Industry: Construction
  • 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

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...

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 )

Showing 5 reviews of 84 Read all reviews

Prospect CRM FAQs

Below are some frequently asked questions for Prospect CRM.

Prospect CRM offers the following pricing plans:

  • Starting from: £90.00/month View Pricing Plans
  • Pricing model: Subscription
  • Free Trial: Available

- Start-Up CRM: £90/month (includes 4 users) - *Most Popular* Professional CRM: £45/user/month (4+ users) - Advanced CRM: £90/user/month (15+ users)

Prospect CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Prospect CRM supports the following languages:

Dutch, English, French, Swedish

Prospect CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Prospect CRM integrates with the following applications:

3CX, Access Dimensions, Cin7, DEAR Systems, Exchequer, Intercom, Microsoft 365, Microsoft Power BI, QuickBooks Commerce, SAP Customer Experience, Unleashed, Xero, Zapier

Prospect CRM offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Prospect CRM.