Prospect Features

Prospect

#1 CRM for Wholesalers, Distributors, & Manufacturers

4.85/5 (26 reviews)

Prospect Feature Summary

  • 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

Competitor Feature Comparison

API
Access Control
Accounting Management
Activity Dashboard
Administrative Reporting
Approval Process Control
Audit Trail
Billing & Invoicing
CRM Integration
Campaign Management
Click Tracking
Configurable Workflow
Contact Management
Contract Management
Custom Landing Pages
Customer Accounts
Customer Complaint Tracking
Customer Segmentation
Customer Service Analytics
Customizable Templates
Data Filtering
Data Import/Export
Demand Planning
Document Storage
Drag & Drop Interface
ERP Integration
Email Integration
Email Marketing Management
Email Templates
Engagement Analytics
Filtered Views
Financial Management
Fixed Asset Management
Forecasting
Geotargeting
Inventory Management
Landing Page Templates
Lead Assignment
Lead Generation
Lead Management
Lead Scoring
Multi-Currency
Order Management
Order Processing
Performance Metrics
Procurement Management
Purchase Order Management
Quote Management
Referral Tracking
Reporting & Statistics
Returns Management
Sales Forecasting
Sales Orders
Sales Tracking
Self Service Portal
Shipping Management
Social Media Integration
Task Management
Task Tracking
Territory Management
Third Party Integration
Time & Expense Tracking
Unsubscribe Database
Warehouse Management
Workflow Management
eCommerce Management
Learn moreCompare App
API
Access Control
Accounting Management
Activity Dashboard
Administrative Reporting
Approval Process Control
Audit Trail
Billing & Invoicing
CRM Integration
Campaign Management
Click Tracking
Configurable Workflow
Contact Management
Contract Management
Custom Landing Pages
Customer Accounts
Customer Complaint Tracking
Customer Segmentation
Customer Service Analytics
Customizable Templates
Data Filtering
Data Import/Export
Demand Planning
Document Storage
Drag & Drop Interface
ERP Integration
Email Integration
Email Marketing Management
Email Templates
Engagement Analytics
Filtered Views
Financial Management
Fixed Asset Management
Forecasting
Geotargeting
Inventory Management
Landing Page Templates
Lead Assignment
Lead Generation
Lead Management
Lead Scoring
Multi-Currency
Order Management
Order Processing
Performance Metrics
Procurement Management
Purchase Order Management
Quote Management
Referral Tracking
Reporting & Statistics
Returns Management
Sales Forecasting
Sales Orders
Sales Tracking
Self Service Portal
Shipping Management
Social Media Integration
Task Management
Task Tracking
Territory Management
Third Party Integration
Time & Expense Tracking
Unsubscribe Database
Warehouse Management
Workflow Management
eCommerce Management
Visit WebsiteCompare App
API
Access Control
Accounting Management
Activity Dashboard
Administrative Reporting
Approval Process Control
Audit Trail
Billing & Invoicing
CRM Integration
Campaign Management
Click Tracking
Configurable Workflow
Contact Management
Contract Management
Custom Landing Pages
Customer Accounts
Customer Complaint Tracking
Customer Segmentation
Customer Service Analytics
Customizable Templates
Data Filtering
Data Import/Export
Demand Planning
Document Storage
Drag & Drop Interface
ERP Integration
Email Integration
Email Marketing Management
Email Templates
Engagement Analytics
Filtered Views
Financial Management
Fixed Asset Management
Forecasting
Geotargeting
Inventory Management
Landing Page Templates
Lead Assignment
Lead Generation
Lead Management
Lead Scoring
Multi-Currency
Order Management
Order Processing
Performance Metrics
Procurement Management
Purchase Order Management
Quote Management
Referral Tracking
Reporting & Statistics
Returns Management
Sales Forecasting
Sales Orders
Sales Tracking
Self Service Portal
Shipping Management
Social Media Integration
Task Management
Task Tracking
Territory Management
Third Party Integration
Time & Expense Tracking
Unsubscribe Database
Warehouse Management
Workflow Management
eCommerce Management
Visit WebsiteCompare App

Prospect Feature Reviews

23 reviewers had the following to say about Prospect's features:

Jethro Loader

10 years and counting

2019-01-30

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
John Frankland

Great Product and Great Service

2019-09-06

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Hoskyn

Simple but effective CRM

2020-10-05

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Holloway

Quick, easy, already made a big difference!

2020-11-02

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Tweddle

Business Essential

2020-02-05

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julian Baker

Distribution & Marketing for CRM

2020-09-15

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
James Turton

Ideal for Wholesale Business

2019-02-08

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rebecca Davies

Great software!

2020-09-04

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.

Pros

Can run helpful reports.

Cons

Can be long winded when processing quotes and samples - a lot of screens.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Westlake

Efficient and Easy!

2020-10-29

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

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa Lumley

User Friendly

2020-10-29

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Annmarie Montoya

Great CRM

2019-07-01

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

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Darren Peake

A great addition to our systems

2020-11-19

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

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Dwyer

This software makes things take longer, not less time

2020-12-01

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Danny Mallalieu

Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II

2018-04-16

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from ProspectSoft


Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.

Read more
Johnny Johnson

Great CRM software

2020-10-02

Pros

It's a great CRM to help me keep track of my sales pipeline

Cons

There isn't anything i would change about it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jemma Criddle

Just the ticket!

2019-10-04

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

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Mechanical or Industrial Engineering company, 51-200 employees)

Excellent

2019-05-15

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

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robin Penny

An excellent package that integrates well with our other business systems.

2019-12-06

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andy Grannell

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

2020-09-07

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh Martin

Very Good

2019-10-07

Pros

easy to use and understand.

Cons

having duplicate records appear but can be easily deleted.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Young

would recommend highly

2019-10-16

very helpful & useful to our company

Pros

easy to use and transfer from our sage system

Cons

I haven't come across anything I don't like about the system yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
tanya miller

Super helpfull over many many years

2019-05-14

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

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Helen Noton-Berry

Prospect 365

2020-09-09

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

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more