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Reviews summary
4.9
81
5
4
3
2
1
71
8
2
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EP
Esther P.
Chetan A.
LW
Laura W.
DA
Dave A.
JB
James B.
JB
Julian B.
81 reviews
Recommended
Katie B.
Construction, 51-200 employees
Used daily for 2+ years
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Reporting is easy to set up and clear to understand
Rounding up individual lines to the nearest £
Jessica P.
Import and Export, 1-10 employees
Used daily for less than 6 months
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As a company we have had a positive experience using prospect, that integrates with other software we use, and assists us in tracking our sales and customer journey.
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.
Helen N.
Food Production, 11-50 employees
Used daily for 1-2 years
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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.
Richard A.
Building Materials, 1-10 employees
Used daily for 1-2 years
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Very easy and good people to deal
Very easy to use and easy to populate the information
Search engine for names in CRM could be better, Spelling has to be perfect
Alex F.
Industrial Automation, 11-50 employees
Used daily for less than 6 months
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Overall it has been great so far, very helpful and saved so much time with the invoices. Also very helpful and responsive team who are always willing to help out with any issues you may have, all sorted very quickly.
- 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.
Steve H.
Wholesale, 11-50 employees
Used daily for 1-2 years
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easy to use all in one place, can check my accounts and sales and my colleagues
sometimes order confirmation can be slow
Laura S.
Machinery, 11-50 employees
Used daily for less than 6 months
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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.
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.
Annmarie M.
Warehousing, 1-10 employees
Used daily for 6-12 months
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It has been great for us, easy way to store information and documents. Great for recalls and reminders.
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.
Kim S.
Wholesale, 1-10 employees
Used daily for 6-12 months
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Having been using this system for over 6 months now very easy to use
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
Carolyn S.
Facilities Services, 11-50 employees
Used daily for 6-12 months
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Overall it has been a positive experience and allows our company to link the quotes to sage .Saving time when creating invoices
Easy to use search and look up customers
Opportunities are hard to get to grips with
Andy C.
Transportation/Trucking/Railroad, 11-50 employees
Used daily for 6-12 months
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Ease of reporting and transparent sales activity
Training and Support with online representative was 1st class
Like all new software training and time is essential
Mel B.
Package/Freight Delivery, 1-10 employees
Used daily for 6-12 months
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Good experience with the CRM tool.
Quick and straight forward to use. Really helps manage our business work flow.
Occasionally have to go back and refresh screens for updates.
Matesha A.
Food Production, 11-50 employees
Used daily for 6-12 months
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Once the parameters are set being able to generate updated reports is pretty easy
Inability to delete old/obsolete customers
Michael S.
Business Supplies and Equipment, 1-10 employees
Used daily for less than 6 months
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Very Satisfying. Once I understood that the setting up of the system had to be done to suit our company needs and then we did the training based on this. it was all very obvious and logical. Previous providers had not insisted we do this and this is what made all the difference.
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.
Tyler M.
Construction, 1-10 employees
Used daily for 6-12 months
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Really effective crm system. Would be lost without this system
Would be nice to list my customers by postcode
Lisa S.
Printing, 11-50 employees
Used daily for less than 6 months
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I find ProspectSoft extremely easy to use and would recommend the system to other people.
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.
Lincoln W.
Wholesale, 1-10 employees
Used daily for less than 6 months
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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.
Andy J.
Building Materials, 1-10 employees
Used weekly for 6-12 months
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Its my back up pal,if I forget something its all there as a reminder.What you have to do is keep on top of things and thus its only as good as the people who inputs the said information.
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.
Deana J.
Transportation/Trucking/Railroad, 1-10 employees
Used daily for less than 6 months
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An organised approach to any business, easy to use and excellent training tutorials
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
John F.
Mining & Metals, 11-50 employees
Used daily for less than 6 months
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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. The support I receive is always quick and professional.
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.
Rebecca D.
Medical Devices, 11-50 employees
Used daily for less than 6 months
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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.
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.
Daniella B.
Automotive, 11-50 employees
Used daily for less than 6 months
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Very positive! [SENSITIVE CONTENT] has been a brilliant support throughout the onboarding process.
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.
Glenn P.
Civil Engineering, 11-50 employees
Used weekly for 1-2 years
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Excellent back up and respond well.
Clean and easy to see and understand, find your way around simply
Dont really have any issues - seems to run well
Maria B.
Health, Wellness and Fitness, 1-10 employees
Used daily for less than 6 months
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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.
Jemma C.
Verified reviewer
Retail, 11-50 employees
Used daily for less than 6 months
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A very straight forward and simple system to use, suitable for all abilities. There is also always somebody on the other end of the phone or email if you ever need help - thank you!
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!