Prospect CRM
Review of Prospect CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Prospect CRM
Prospect CRM Screenshots
Prospect CRM Features
Prospect CRM Integrations
Customer Reviews
See why people love Prospect CRM
Devin B.
Verified UserWholesale · 2-10 employees
Simple, Intuitive and Customizable
Verified reviewer
- 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
Prospect Soft is a UK based company so as we are based in the USA the support hours are not during our working hours
Switched From
We switched inventory systems and wanted full integrated CRM
Why they chose it
"Integrations"
Kathy M.
Verified UserCosmetics · 11-50 employees
HIGHLY RECOMMEND
Prospect CRM has been a game-changer for our team! The integration with our inventory and sales systems is seamless. We are extremely satisfied with all aspects of this platform.
- We have been using Prospect CRM for quite awhile now, and it's made a huge difference on how we manage customer relationships and track sales
- The interface is user-friendly and the support team is super responsive and helpful
- Highly recommended for any business looking to stay organized and grow
- Overall, Prospect CRM is a robust tool as it currently stands
- The most minor change I would recommend is to change the date format for Unites States companies to reflect month/day/year in tasks
Switched From
The decision was made by upper management to change systems.
Chris D.
Verified UserHealth, Wellness and Fitness · 2-10 employees
This software makes things take longer, not less time
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.
- The structure/hierarchy of contacts (company, division, contact) is helpful
- 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
Why they chose it
"The price was cheaper."
Des T.
Verified UserConstruction · 2-10 employees
Best CRM integration I've had
Very good but find the CRM but a little complicated for me. Quite costly for a small business.
- The interlinking with unleashed is very good
- It also integrates with Xero
- The CRM we find is excellent and reporting is good
- I haven't been using it for much more than 6 months so have not got my head round everything yet but mostly its reasonable to navigate
- Pipeline system is good and reminders per sales person in fine
- This is the first cloud base CRM system we've had and its excellent when on the road for sales to be able to look up info & sales on any customer and record sales visits info immediately
- Operating some of the setups is tricky like email footers which I thought was done but when emails sent from prospect I find its not as expected
- You can't see exactly how its going to turn out when sending from prospect
- I find its easier to send from outlook and copy prospect in
- Some things are not as straight forward to set up as you would like
- Training they give is very quick and hard to take in as quick as it comes
Switched From
To integrate with Xero & unleashed so it was all available for sales people on the road. Also so everything is stored in one place.
Why they chose it
"It integrated the best it seemed which is what we wanted & had features we needed."
Peter A.
Verified UserInformation Technology and Services · 51-200 employees
Probably the best CRM for trade distributors and wholesalers.
It has been a long project integrating with our Cin7 inventory system, testing and tweaking to get everything as needed. Prospectsoft have been super responsive throughout this journey and have accommodated all of our needs and enhancement requests where possible.
- Designed for repeat business from customers rather than single projects
- As a technology distributor selling to trade customers, this is critical
- Lack of ability to customise dashboards, but that is a very minor gripe
Why they chose it
"Designed for our business. Repeat business from regular buying accounts."
Collette W.
Verified UserNanotechnology · 11-50 employees
Great software! Very pleased to be a customer.
Verified reviewer
- I was impressed with our Onboarding package and was very pleased this was an option
- I felt supported during the transition
- I like the integration with Unleashed
- I look forward to utilising more and more of its reporting and algorithm functions to help me start being able to create forecasts for my business and tailor my sales strategies - I believe Prospect capabilities will prove very useful
- I also really like the AI help chat bot which very often genuinely solves your query but if not, a real person is able to assist
- It does have a lot of functions and configurations which can seem overwhelming
- I wish I had more time to delve deeper into the guides and webinars
- There is some juggling required with duplicates from Unleashed also which with more use should be clearer how to navigate this
Switched From
I felt it wasn't as suitable for a manufacturing business or link to Unleashed.
John W.
Verified UserWholesale · 11-50 employees
Wholesale Distribution
We have been using Prospect CRM for a number of years. It is great at the basic stuff and we keep adding to the areas we are using it. We now have a returns system that is functioning through the "Problem" side of the system.
- The user friendly software that is simple and quick to navigate around
- No need to pause and save information, it logs the information you put in as you go
- The search function is quick and effective find customers by Employee or company name/number
- From the sales side the addition of the "Magic Matrix" was great, I had something similar running in Excel and this is now redundant
- The reporting is quick and easy, and can be adjusted to pull the information you need out of the system in a flash
We struggle with the quoting side as some of the links and the way it is reported to Unleashed are not reliable but, that is something we are working on
Stuart J.
Verified UserElectrical/ Electronic Manufacturing · 11-50 employees
Prospect works for us
Having worked in several companies, some using Excel as its database and still is after 20 years, (very frustrating) and also using CRM's such as SAP, Workday, Monday.com and ACT, Prospect is easily the best most intuitive system and adaptable to to the needs of the whole team, totally recommend it 100%
Ease of use, very intuitive, very adaptable, we have our diaries, meeting notes, customer database, sales pipeline, quotes etc, very easy to use, please don't change it
Slight issues with picking up sales data from our internal system, but all sorted now, main issue was not Prospect but our internal sales system
Andrew W.
Verified UserBusiness Supplies and Equipment · 2-10 employees
Prospect does it for Exquisite Refreshments
We have fully embraced the system and integrated it another access product which is unleashed. Both products together have allowed our start up businesses to be successful in our first year of trading. Without it we would have struggled. Well worth the investment for any small or medium size business.
- Prospect CRM is ideal for our small business
- It is versatile, easy to use and has excellent reporting capabilities
- We particularly like the ability to Tailor the content to our business
- The support is excellent and after a year of working with it it is an essential tool to helping us reach our targets, but more especially that of our customers
- Believe it or not I have not come across any big issues
- We reviewed many CRM systems and by far this is the best and most cost effective one currently on the market
- Though we did have an issue with initial enquiries and actually getting someone to contact us and talk us through the benefits and sign us up
- We had to pursue and Chase which initially put us off is if this was the level of support at the beginning then what happens after we signed
- But we were wrong once signed the level of support has been tremendous
- Thank you [sensitive content hidden] for being our onboard consultant
- Without you we wouldn’t have had such a fantastic insight into the power and capability of the system
Adrian B.
Verified UserMedical Devices · 11-50 employees
Prospect CRM is an asset
Prospect CRM has helped out the office enormously streamlining the way we arrange details and data for all the reports needed to ensure the department runs efficiently and smoothly.
- My experiences of the software on the whole have been really helpful
- The way it has arranged the storage of data and product information/details is second to none and always reliable
- In all the times I have used the CRM I have no gripes
- Although if they do appear in the future I will certainly let you know
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