Prospect CRM Reviews

Reporting is easy to set up and clear to understand

Rounding up individual lines to the nearest £

The software is easy to use for daily management of our customers. Its clear and captures all the relevant information we need. The software is excellent from a management point of view, the overviews and report functions assist with planning of stock and reviewing staff performance.

There are few small functions that the software does not provide, however the function of reporting/suggesting an idea is a great way to overcome these.

Fantastic Software and easy to Navigate. Staff very helpful and rectify issues promptly. Would highly recommend.

Stock can sometimes be slow to match up with our stock system. This happens very rarely.

Very easy to use and easy to populate the information

Search engine for names in CRM could be better, Spelling has to be perfect

- Easy to turn quotes into invoices/pro forma on sage. - Staff very helpful with any queries you may have. - Can keep track of follow up's and set reminders and receive notifications to do this on each day. - Automatically can input emails which save so much time rather than typing out - Makes quotes look very professional

- not really a criticism but sometimes input's a random address so just check the address when creating a new business/contact.

easy to use all in one place, can check my accounts and sales and my colleagues

sometimes order confirmation can be slow

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.

The staff are always on the end of the phone or email/ Live chat. Great staff and very easy system to use.

I like this CRM very much, I cant really fault it on anything so far.

Simple easy to use system meets our needs integrates well with Xero very helpful friendly staff

This system meets our needs so no cons to report

Easy to use search and look up customers

Opportunities are hard to get to grips with

Training and Support with online representative was 1st class

Like all new software training and time is essential

Quick and straight forward to use. Really helps manage our business work flow.

Occasionally have to go back and refresh screens for updates.

Once the parameters are set being able to generate updated reports is pretty easy

Inability to delete old/obsolete customers

The seamless integration with Unleashed our stock inventory software. There onboarding process and training.

It is early days but very little to fault it with at the moment.

Really effective crm system. Would be lost without this system

Would be nice to list my customers by postcode

I have only used the system for a short period of time, but the features which I find really useful are being able to email clients directly from the system. Also, we are able to see at a last recent contact made to customers.

I haven't used the system long enough yet to be able to comment on any features that are missing. All features that I have used have worked really well.

Follow ups are very easy to set and its very easy to track customer spend. The automated customer profiling is brilliant as it flags up waning customers long before they may drop off completely so you are able to step in and prevent it in good time.

Previous customer orders are not displayed that clearly. Although all items are all in the list, unless you have the order date clearly shown it seems like they are all rolled into one.

Its great to log on and get the reminders thus you can keep on top of the contracts you're chasing and thus don't forget the vital follow ups which when you are busy you sometimes forget.

None really happy with what it offers without being to compligated.

With Prospect CRM now fully being utilised within the GX2 technology organisation, it has aided productivity and operational organisation for the sales teams and management team

Nothing to dislike, however, some functions such as reports are not used within my role. But in saying that have provided essential data for the admin teams

Seamless integration from our Sage accounts package and up to date information on customers' spending.

Haven't found anything really yet. Has taken a little time to work out how to write reports, but there is always assistance at ProspectSoft to answer any question.

Easy to use and navigate. Helpful features for sales and marketing. Great for keeping track of leads. Can run helpful reports.

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

I like the account manager dashboard because it is easy to keep track and up to date on all of the sales teams activity.

I would like to see the order section reflect the total invoiced amount each month rather than the total orders confirmed.

Clean and easy to see and understand, find your way around simply

Dont really have any issues - seems to run well

Very easy to use and navigates through the system. My favorite tool of the system is RFM Analysis, I find the customers by segment, which helps to identify the ones I need to prioritize my attention.

I haven't been using the system very long, so no cons to report, so far so good.

It is simple to use and ideal for finding things quickly.

I honestly cannot think of anything I don't like about this software, only positives are springing to mind!