Prospect Reviews

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.

Prospect 365 is great for managing opportunities, creating and sharing quotations and associated documents. Seamlessly works with Unleashed and Xero. Each adviser I have spoken with have been brilliant, providing quick responses to any queries I've had.

Mass downloads of files created in Prospect would be a useful addition

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.

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

Ease of use, adaptability and fits so well into our Goods out software

there is nothing that I feels needs inclusion in this box

I like the updating of essential information replicated to the web instantly. I enjoy the CRM interface, it's user friendly and very similar to MS Office. Support is good, much easier to phone than open a ticket.

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!

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

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

The ease of use is a massive plus, it just fits into the business and team effortlessly. It's like picking something of the shelf and been able to customise it to do exactly what you want it to do, reports, reminders, quotes, logging any issues etc.... also easy for getting all you need ready for ISO audits. Links with Sage so porting and getting data is a breeze.

knowing it could/can do so much more, and them taking the time to watch the tutorials.

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.

At present we have found no problems with using Prospect. We are still learning, finding new features and ways of doing.

Live updates Easy to navigate screens Online chat button for help

Unable to copy and paste quotation lines rather than an entire quotation.

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.

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.

Live data so both our internal and external employees see exactly the same data in real time. Data includes all sales history, conversation notes, products (including stock levels and pricing), etc...

I don't have any issues with the Prospect365 CRM

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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Search facility is easy to use. holds lots of info and is customisable to our needs

nothing we are very happy with it. if anything I keep closing it down in error by clicking the cross by mistake

I love the way that prospect helps me to keep up to date with any tasks that I may have booked in for days/ weeks/months ahead.

There is nothing that I do not like about the software.

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. Customer RFM makes the sales team more efficient as they can target clients effectively to build on successes, or to rescue those who are having a hard time.

There is almost too much customisation possible... but it's easy to lock down the system, so it's not really a disadvantage.

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.

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.

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

Occasionally have to go back and refresh screens for updates.

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.

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!

easy to use and transfer from our sage system

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

easy to use and understand. Easy to navigate around

having duplicate records appear but can be easily deleted.

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

There isn't anything i would change about it