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

Countries available

Australia, Guernsey, Isle of Man, Jersey, New Zealand and 2 others

Supported Languages

Dutch, English, French, Swedish

Pricing starting from:

US$110.00/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 9 more
Prospect CRM video
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: 62

  • 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
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Small Businesses
  • 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
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shipping Management
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management

Alternatives

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Sage CRM

3.5
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Speed up your business growth with our web-based CRM application: Sage, the leading supplier of business management...

Trello

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Reviews

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

Already have Prospect CRM?

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

Showing 5 reviews of 117
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

Showing 5 reviews of 117 Read all reviews

Prospect CRM FAQs

Below are some frequently asked questions for Prospect CRM.

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)

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:

Access Dimensions, Cin7 Core, Cin7 Omni, Exchequer, Katana Cloud Inventory, Microsoft 365, Microsoft Power BI, QuickBooks, QuickBooks Online, 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.