Prospect Pricing, Features, Reviews & Comparison of Alternatives

Prospect

#1 CRM for Wholesalers, Distributors, & Manufacturers

4.92/5 (26 reviews)

Prospect overview

What is Prospect?

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, TradeGecko, DEAR Inventory, Cin7, Sage 50, Pegasus Opera, Access Dimensions, Exchequer, SAP, Office 365, Zapier, Zing Respond, Intercom, 3CX and more.
www.prospectsoft.com

Pricing

Starting from
£90/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, United Kingdom, Australia

Supported languages

English
Prospect screenshotWhiteWash Laboratories experience tremendous growth with Prospect CRM & UnleashedProspect screenshotProspect screenshotProspect screenshotProspect screenshotProspect screenshotProspect screenshotIntroducing Stock-Aware CRM

Prospect user reviews

Excellent
24

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.9
  4.9
  4.9
Jethro Loader

10 years and counting

Used daily for 2+ years
Reviewed 2019-01-30
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Peter Smith

Prospect 365 is great for managing opportunities, creating and sharing quotations

Used daily for 6-12 months
Reviewed 2020-08-12
Review Source: Capterra

Pros
Prospect 365 is great for managing opportunities, creating and sharing quotations and associated documents. Seamlessly works with Unleashed and Xero. Each adviser I have spoken with have been brilliant, providing quick responses to any queries I've had.

Cons
Mass downloads of files created in Prospect would be a useful addition

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Julian Baker

Distribution & Marketing for CRM

Used daily for less than 6 months
Reviewed 2020-09-15
Review Source: Capterra

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals.

Pros
Primarily the inventory control and integration with current accounting softwares. The combination of stock management / distribution in a pipeline that can be tailored is highly practical.

Cons
Further automation & marketing potential.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Chris Hoskyn

Simple but effective CRM

Used daily for 2+ years
Reviewed 2020-10-05
Review Source: Capterra

using this system has helped us retain and grow our customer base, the speed at which we can obtain data means we have more time to speak with our customers, the CRM is very easy to update and add notes so again less time spent on admin.

Pros
how easy it is to use for the sales team, this makes training new starters even easier.

Cons
some limitations on detailed reporting although this is improving with new updates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Andy Grannell

This just does what it needs to and does it well!

Used daily for 2+ years
Reviewed 2020-09-07
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Prospect pricing

Starting from
£90/month
Pricing options
Subscription
Free trial
View Pricing Plans

- 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 features

API
Activity Dashboard
Contact Management
Customizable Templates
Data Import/Export
Email Integration
Reporting & Statistics
Social Media Integration
Third Party Integration

Activity Tracking (202 other apps)
Automatic Notifications (239 other apps)
Calendar Management (210 other apps)
Custom Fields (165 other apps)
Customer Database (202 other apps)
Customizable Branding (252 other apps)
Customizable Reporting (188 other apps)
Electronic Payments (173 other apps)
Real Time Data (157 other apps)
Reminders (210 other apps)
Surveys & Feedback (183 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Prospect

Key features of Prospect

  • Calendar/Reminder System
  • Client Tracking
  • FAQ
  • Interaction Tracking
  • List Management
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Reporting/Analytics
  • Sales Management
  • Sales Pipeline Management
  • Search
  • Segmentation
View All Features

Benefits

- 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