Prospect CRM
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
Katana
Cin7 Omni
Cin7 Core
Xero
QuickBooks Online
Access Dimensions
Access Financials
Sage 50
Exchequer
Pegasus Opera
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
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Reviews
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- Industry: Textiles
- Company size: 51–200 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 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
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best CRM for Enterprise Solutions
Reviewed on 17/03/2023
Moderate -advanced user, tracking a network of dealers and overseeing regional sales for a world...
Moderate -advanced user, tracking a network of dealers and overseeing regional sales for a world distribution tech firm.
Pros
Ease of use, adaptability and well-versed software that is great for all levels, beginner to advanced. Toos out the money yo might spend on training, you barely need it with Prospect! I have used multiple CRM platforms in my career and find them all to be buggy and unstable. Prospect takes a handle on self-learning at times, catching flaws before you can make them happen. In the end, as long as the person knows how to build contacts and close an opportunity, you are going to still end up with a great enterprise sales forecasting tool. Anyone could pick this up and run with it, making it the best CRM for large corporations who might need to adjust for different learning environments on each user.
Cons
The ability to mask internal resources. The point of a CRM is to share how we are all doing, creating proper forecasting to the sales team, not just management. With this feature on, the sales team might be blind until the next update.
- Industry: Health, Wellness & Fitness
- 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 2.0 /10
This software makes things take longer, not less time
Reviewed on 01/12/2020
It is a decent piece of software for those who need the features it offers, but for those who just...
It is a decent piece of software for those who need the features it offers, but for those who just want to create quotes and orders it increases rather than reduces your workload.
Pros
The structure/hierarchy of contacts (company, division, contact) is helpful.
Cons
The software has a very "Microsoft Excel" feel about it completing any task takes a few seconds longer. Over time, the seconds add up. We were previously using Unleashed to add and process orders but switched to Prospect which then sends the orders to Unleashed. Instinctively, Unleashed is much faster and easier to use and our staff choose to use Unleashed directly instead of Prospect. For example, we could previously create a quote and download it as a PDF instantly. We now have to open a Word document, then save the word document as a PDF, find the PDF in a folder on our computer etc. When we accept a quote we routiely wait up to 30 seconds for the quote to go through to Unleashed as an order. Managing products in Prospect isn't easy - a large user unfriendly Excel spreadsheet. We had a problem of duplicate products and incorrect product codes syncing from Unleashed and have still not resolved this.
Response from The Access Group
Hi Chris,
Thanks for your feedback, and the five stars you gave for our customer support - we appreciate that. But we also appreciate you taking the time to provide details of your challenges. I have spoken to our Support team on your behalf, and there are definitely faster ways for you to perform some of the tasks you've listed, including fully automated PDF'ing of quote documents. However, to make sure you're getting the most from the system, a senior member of our Customer Success team will be reaching out to you shortly.
Thank you again,
The Prospect Team
- Industry: Transportation/Trucking/Railroad
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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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
- Industry: Medical Devices
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Ross Reed
Reviewed on 22/12/2022
Only positive things to say and it’s by far superior to all the crms I’ve used in the past
Only positive things to say and it’s by far superior to all the crms I’ve used in the past
Pros
It has tripled my business and saved me a lot of headaches .
Cons
None . I haven’t had any issues at all with it .
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: £161.00/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:
Cin7 Core, Cin7 Omni, Katana Cloud Inventory, Microsoft 365, Microsoft Power BI, 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
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