About Prospect CRM
Prospect is a cloud-based Customer Relationship Management (CRM) system, designed to help B2B Wholesalers, Distributors & Manufacturers get more customers and maximise customer lifetime value for profitable sales growth.
Prospect CRM 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 CRM has native integration to some of the leading Inventory Management/Accounting/ERP systems, including Unleashed Software, Katana, Cin7, DEAR Inventory, QuickBooks Online, Xero, QuickBooks Commerce, Access Dimensions, Sage 50, Exchequer, Pegasus Opera.
Pricing starting from:
US$110.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of Prospect CRM
- Use Sales & Marketing pipelines to get more new customers
- Access Inventory Management/Accounting/ERP data to produce quotes & orders with ease
- Discover detailed sales analysis from your Inventory Management/Accounting/ERP 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
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
Dutch, English, French, Swedish
Pricing starting from:
US$110.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Prospect CRM: 62
Alternatives
NetSuite
sales-i
Sage CRM
Trello
Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- 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....
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: Food & Beverages
- Company size: 11–50 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
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...
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: 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.
- 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....
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: 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.
Prospect CRM FAQs
Below are some frequently asked questions for Prospect CRM.Q. What type of pricing plans does Prospect CRM offer?
Prospect CRM offers the following pricing plans:
- Starting from: US$110.00/month
- 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)
Q. Who are the typical users of Prospect CRM?
Prospect CRM has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Prospect CRM support?
Prospect CRM supports the following languages:
Dutch, English, French, Swedish
Q. Does Prospect CRM support mobile devices?
Prospect CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Prospect CRM integrate with?
Prospect CRM integrates with the following applications:
Access Dimensions, Cin7 Core, Cin7 Omni, Exchequer, Katana Cloud Inventory, Microsoft 365, Microsoft Power BI, QuickBooks, Quickbooks Online, Unleashed, Xero, Zapier
Q. What level of support does Prospect CRM offer?
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.
