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Prospect CRM

#1 CRM for Wholesalers, Distributors, & Manufacturers

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Prospect CRM Features

Features Summary

Functionality

4.8

/5

84

Total features

68

5 categories

Prospect CRM features

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Activity/News Feed
Alerts/Notifications

Common features of CRM software

API
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync

Price starts from

90

Per month

Per Feature

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.8

/5

84

Price starts from

90

Per month

learn more

Total Features

68

Unique features

  • Returns Management

  • Activity/News Feed

  • Process/Workflow Automation

  • Order Management

Functionality

4.4

/5

17K

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

156

Features in Common

55

Unique features

  • Call List Management

  • Buyer Management

  • Field Sales Management

  • Client/Property Matching

Functionality

4.2

/5

5.6K

Price starts from

20

/user

Per month

visit website

Total Features

205

Features in Common

54

Unique features

  • Relationship Tracking

  • Campaign Analytics

  • Help Desk Management

  • Customer Social Profiles

Common Prospect CRM comparisons

Prospect CRM logo
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Prospect CRMvsLess Annoying CRM
Prospect CRM logo
Gold-Vision CRM logo
Prospect CRMvsGold-Vision CRM
Prospect CRM logo
eWay-CRM logo
Prospect CRMvseWay-CRM

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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B2B - This is your CRM.

Reviewed 14 days ago

It helped us grow sales.

Pros

4.5 out of 5 stars. Prospect soft is the best CRM for B2B sales: period. That said, they are still improving the CRM and releasing updates every 2 weeks based on community feedback. Does the CRM do everything you would hope: no, but those things are in the pipeline. Does the CRM do 90% of what you need better than everyone else. Yes! Prospect is particularly strong at tracking customer changes in...

Cons

The hierarchy structure of the CRM is both is best feature, and, at times, it's most annoying depending on the type of customers you work with. There is a slight learning curve here but once your team is used to it, it works very well.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Mixed feelings - plenty of features, but not convinced the basics have been covered

Reviewed a year ago

The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them...

Pros

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

Cons

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....

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Simple, Intuitive and Customizable

Reviewed 2 months ago
Pros

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.

Cons

Prospect Soft is a UK based company so as we are based in the USA the support hours are not during our working hours.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Definetly Would Recommend Prospect Soft

Reviewed 2 months ago

Very positive. As person who likes things to be clear and organised i think that ProspectSoft is a brilliant tool for the whole team - especially sales & marketing to work together and communicate when working with customers.

Pros

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.

Cons

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 )

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fabulous CRM

Reviewed 19 days ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great software, excellent onboarding support!

Reviewed 2 months ago

The whole process from pre-purchase to support during setup and the entire onboarding experience has been exceptional. I cannot praise the team enough in how they have supported us to get up and running with the system.

Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great System

Reviewed a month ago

Ease of reporting and transparent sales activity

Pros

Training and Support with online representative was 1st class

Cons

Like all new software training and time is essential

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Implementation in a growing company

Reviewed a year ago

Great. Our quoting, follow up, analytics and overall management are at a whole new level.

Pros

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...

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great system, great service

Reviewed a year ago

Overall, the experience with ProspectSoft and been really great, I love how the system is constantly been updated with new features. Also, I love the chat facility thats available, this has come in so handy because I can ask a question and then get on with something else while I wait for a response, they always respond within 10 mins of me asking and they are a really great customer service/support team.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great integration

Reviewed a year ago

The support team are brilliant, deployment was a cinch and it's intuitive to use!

Pros

The ability to integrate with Unleashed inventory management is faultless.

Cons

email integration with Office 365 can falter at times

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best CRM by far

Reviewed a year ago

10/10. Product, training, and all aspects are second to none. I can remember the first Outlook add ins from Dynamics. I have used M Dynamics, Sales Force, Zoom (I think), Smartsheets, and now this. Prospect is by far the best if you are actually selling stock that exists.

Pros

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

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome CRM

Reviewed a year ago

Overall since introducing the CRM our conversation rates have gone up and sales process is in the process of going o a whole new level

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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10 years and counting

Reviewed 3 years ago

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.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The best investment for your Sales this year.

Reviewed a year ago

A little over two years with Prospect CRM and everything is in a really good place, the working relationship and support offered is key to this.

Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Prospect CRM

Reviewed 10 months ago

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great addition to our business

Reviewed a year ago

We started using the Prospect CRM just over 6 months ago and it's added real value to our business - The support we have received when needed has been fantastic but to be honest with all the support tools such as the prospect academy which allows you to look at tutorial videos we now rarely need help at all. It's an amazing tool for our Sales guys on the road who can now check stock, what price a customer previously paid and other really useful information on there mobiles whilst out and about meaning they're not pestering the office constantly for such information!!!

Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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This software makes things take longer, not less time

Reviewed 2 years ago

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,...

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A great all-rounder.

Reviewed 6 months ago
Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The BEST CRM Software/

Reviewed 10 months ago
Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Distribution & Marketing for CRM

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Prospect

Reviewed 5 months ago

Fantastic software with a friendly, helpful and capable support team.

Pros

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.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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All in a day's work!

Reviewed 3 months ago

Brilliant! All departments communication has improved 100%

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Simple but effective CRM

Reviewed 2 years ago

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Efficient and Easy!

Reviewed 2 years ago

Customer service has been great from start to finish and even the tutorials have been a great success with our team. The interface is especially important to me as I like easy access to my dashboard with recently quoted projects.

Pros

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

Cons

Would be great if there was an App based Prospect

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fave CRM System

Reviewed a year ago

CRM helps me manage customer relationships naturally.

Pros

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

Cons

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.