Most popular features of all Customer Management apps
23 reviewers had the following to say about Prospect's features:
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.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
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.
Great experience with ProspectSoft. Easy to use and an asset to have up to date information at my finger tips either at the office or out on the road.
Pros
Seamless integration from our Sage accounts package and up to date information on customers' spending.
Cons
Has taken a little time to work out how to write reports, but there is always assistance at ProspectSoft to answer any question.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Much greater ease of tracking leads and lead management Much easier pipelining and forecasting Simple customer credit control snapshots available for sales staff, instead of referring to finance team.
Pros
API hookups to Unleashed & Xero make it so easy to use - live quoting with stock data means we're not quoting on stock we don't have.
Cons
There is almost too much customisation possible... but it's easy to lock down the system, so it's not really a disadvantage.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
That we have so much data under our fingers each day helps plan and be more productive.
Pros
Links with Sage so porting and getting data is a breeze.
Cons
knowing it could/can do so much more, and them taking the time to watch the tutorials.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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
The combination of stock management / distribution in a pipeline that can be tailored is highly practical.
Cons
Further automation & marketing potential.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly.
Pros
Live data so both our internal and external employees see exactly the same data in real time.
Cons
I don't have any issues with the Prospect365 CRM
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
We have had a great experience with Prospect Soft, really great software and it's managed by a friendly and reliable team of people who are always happy to help. Would definitely recommend to anyone thinking of changing their current software.
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
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
The software has made the estimating and reporting side of my role faster and more efficient.
Pros
Live updates Easy to navigate screens Online chat button for help
Cons
Unable to copy and paste quotation lines rather than an entire quotation.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Great for recalls and reminders.
Pros
The staff are always on the end of the phone or email/ Live chat.
Cons
I like this CRM very much, I cant really fault it on anything so far.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
Overall we have found Prospect to be a fantastic tool for our operation - it has shown us new ways of doing and helped us continue to grow and meet the needs of our customers.
Pros
We added Prospect to our business system with a view to increase our management of our sales and marketing efforts. prospect proved to be a great addition and easily integrated with our existing Xero & Unleashed systems.
Cons
At present we have found no problems with using Prospect. We are still learning, finding new features and ways of doing.
Rating breakdown
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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
Instinctively, Unleashed is much faster and easier to use and our staff choose to use Unleashed directly instead of Prospect.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
Pros
I enjoy the CRM interface, it's user friendly and very similar to MS Office.
Cons
I dislike the CMS Editor, it's limited when it comes to core changes, having learnt to code in raw HTML and CSS, a WYSIWYG editor is somewhat annoying. However this could just be me!
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.
There is also always somebody on the other end of the phone or email if you ever need help - thank you!
Pros
It is simple to use and ideal for finding things quickly.
Cons
I honestly cannot think of anything I don't like about this software, only positives are springing to mind!
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
Pros
Not only this CRM offers excellent advantages to the business but also as a company they offer great customer service, always replying promptly to any queries and taking on board our suggestions.
Cons
Maybe more training is necessary to get the full advantage from the system.
Rating breakdown
Time used: Free Trial
Frequency of use: Occasionally
Likelihood to recommend
Pros
It is intuitive and a vital tool for our Area Managers and engineers who have live information on their phones giving live information back to the office. Most aspects are easily customisable by ourselves.
Cons
It can take time if core sections are requested to be customised by the ProspectSoft team but our engineer's portal is excellent now that it is up and running and a vast improvement over what we had.
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Easy, great support and onboarding from team when bringing it on.
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
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
very helpful & useful to our company
Pros
Search facility is easy to use. holds lots of info and is customisable to our needs
Cons
nothing we are very happy with it. if anything I keep closing it down in error by clicking the cross by mistake
Rating breakdown
Time used: 2+ years
Frequency of use: Daily
Likelihood to recommend
Pros
Fantastic Software and easy to Navigate.
Cons
Stock can sometimes be slow to match up with our stock system. This happens very rarely.
Rating breakdown
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
