Prospect CRM Features

The ability to organise our customers into companies, divisions and contacts. The search functionality The reports, and AI aspects.

This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed....

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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.

Easy to use, you can track so many different things - really helps a busy team keep communication at bay. Very useful tool to help you look after customers to the best ability possible.

Its quite a new software and they are a very adaptable team so if we ever find anything that needs improving etc they are quick to take it on board and the changes are actually made ! ( you would never get this with a big corporate company )

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.

The training items seem to be outdated or use different screen shots from the platform we use.

As a company new to using a CRM, Prospect has opened so many options to us and made the whole process extremely easy to do. It's ability to integrate with Xero, Unleashed and Mailchimp have allowed us to create a comprehensive stock aware customer relationship system.

I haven't found any negative yet, but we are still in the first 6 months of usage.

Training and Support with online representative was 1st class

Like all new software training and time is essential

A number of expected benefits plus some great unexpected capabilities. We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track monitor and follow up on quote status and a practical manner. A lot fell through the cracks. Integration with Unleashed was a critical factor. Converting quotes in...

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The template and document layouts between Prospect and Unleashed don't quite line up but that's manageable Some of the terminology and processes are a bit counter-intuitive but once you know how to do it it's easy. One example is printing a document. Typically the function you look for is "Print". In Prospect you don't "print". You 'create a document' using the "Document". Another example is deleting line items. Let's say you want to delete one or more contacts from a company/client. It's not obvious or intuitive but once you learn how, it's easy. (You have to know the icon to click, then select "Perform Bulk Action".) And the support staff at Prospect helped us solve every query.

One of the features I like the most is the RFM Analysis, this makes customer calls so easy and helps me to know exactly who I need to call first who may be at risk of slipping away. Also, the way the system integrates so well with Unleashed makes it really easy to work with.

To start with I had some small issues with the speed of the system however this was something to do with my computer and not directly linked to the system, once this was sorted everything worked great.

The ability to integrate with Unleashed inventory management is faultless.

email integration with Office 365 can falter at times

It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business

Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer.

Support, Flexibility, Reporting, Sales Pipelines ability to force tasks

Documents layouts are hard to master, but the support teams are there to help and always a pleasure to talk to.

Quick order entry functions, clear visibility of inventory data and integration to our back office

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.

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.

Easy to use, constant development and improvements but in place prior to asking or even finding small glitches. The price is negligible in compassion to what it brings to the business in the form of revenue. Customer experience has only been enhanced by all the reminder features, follow ups, emails and quote faculties built inot the software.

Don't really have anything to not like, if so it would be petty thing such as the colour scheme.

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.

A bit slow to ollect the data from sage 50

The ability to look at stock, previous price paid etc for our Sales guys on the road is invaluable. Our sales team can also read up on any previous information gained on projects before visiting our customers and potential customers.

When we raise invoices on the CRM and then transfer to our Xero system to confirm the invoices the prices are sometimes rounded up so we have to then alter them back on Xero

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,...

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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

The interface is very user friendly. A variety of built-in dashboards allow you to easily track, monitor and action opportunities/quotes giving us great oversight at any time of current sales and lead generation. It integrates with software for producing quotations and marketing communications which are then visible within the CRM providing visibility for all staff members allowing us to provide the best service. The team are super helpful and responsive to any queries we have and do all they can to find an appropriate solution.

No cons other than a few initial teething issues at the beginning which were quickly sorted out by the team at Prospectsoft.

Prospect excels all of our needs, dreams and requirements. If you can't figure out how to do it, the brilliant support team certainly can. No issue is too much trouble. I can produce a report easily to show exactly what I need. Its chronological format make recording data so simple - excellent for when you're busy. The note section is an excellent asset, it makes working part of a team even easier.

I really struggle to fill out this box. I am yet to have a band experience with Prospect, it's simply great!

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.

Further automation & marketing potential.

This software is easily customisable within good boundaries that mean you are still working within the parameters of the system and reap the rewards of the software's natural development. The integration with our stock and accounts and 3rd party add ons is super too.

Dashboards could be more customisable without the need to employ 3rd party BI tools

Everything easy to access on one page. All departments can keep on top of progress.

Small things like going back to pages from top rather than where you have scrolled to.

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

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

love that it is a cloud based CRM which means I can load multiple browsers for multiple projects

Would be great if there was an App based Prospect

Really good programme, it is really self-intuitive. I have used several CRM systems over the years but this is my favourite.

I still haven't really got to grips with the reporting side of things, i know there is online tutorials but its having the time to sit and go through them.