Prospect CRM Reviews - Page 3

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!

The integration with Xero and Unleashed is fantastic.

It can be a little bit slow to load, especially from a cellphone.

easy to use and transfer from our sage system

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

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

There isn't anything i would change about it

easy to use and understand. Easy to navigate around

having duplicate records appear but can be easily deleted.

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.

Maybe more training is necessary to get the full advantage from the system.

scheduling, and being able to see past interactions with customers

I haven't found there to be any at this time

It is nice and easy to use software, full functional and has many nice features. Prospect CRM is the awesome sales CRM tool for our brand.

It's support, we were stucked sometimes, and we were getting responses too late for our queries. Overall, the experience was nice.

4.5 out of 5 stars. Prospect soft is the best CRM for B2B sales: period. That said, they are still improving the CRM and releasing updates every 2 weeks based on community feedback. Does the CRM do everything you would hope: no, but those things are in the pipeline. Does the CRM do 90% of what you need better than everyone else. Yes! Prospect is particularly strong at tracking customer changes in...

Read more

The hierarchy structure of the CRM is both is best feature, and, at times, it's most annoying depending on the type of customers you work with. There is a slight learning curve here but once your team is used to it, it works very well.

The ability to organise our customers into companies, divisions and contacts. The search functionality The reports, and AI aspects.

This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed....

Read more

Our company Becker First Responder Co. found Prospectsoft Ltd as we we were in the search for a new inventory system. We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We have been tremendously impressed by the implementation team as we set the entire system up. As we rolled out the new inventory system, adding Prospectsoft into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customize the platform to make it work for our unique terminology and process. The entire team has been tremendously helpful and would highly recommend.

Prospect Soft is a UK based company so as we are based in the USA the support hours are not during our working hours.

Easy to use, you can track so many different things - really helps a busy team keep communication at bay. Very useful tool to help you look after customers to the best ability possible.

Its quite a new software and they are a very adaptable team so if we ever find anything that needs improving etc they are quick to take it on board and the changes are actually made ! ( you would never get this with a big corporate company )

Very easy to use and implement. The best CRM for inventory based sales and the dashboard provides an instant view of sales. Excellent support, quick and knowledgeable.

The training items seem to be outdated or use different screen shots from the platform we use.

Funnel and flywheel is a no brainier, the ease of use is also very good

Where to add individual client prices.

Easy to use and never goes wrong, gives me all the information i need

Dont have anything negative from my point of view does what i need it do do

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.

Training and Support with online representative was 1st class

Like all new software training and time is essential

A number of expected benefits plus some great unexpected capabilities. We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track monitor and follow up on quote status and a practical manner. A lot fell through the cracks. Integration with Unleashed was a critical factor. Converting quotes in...

Read more

The template and document layouts between Prospect and Unleashed don't quite line up but that's manageable Some of the terminology and processes are a bit counter-intuitive but once you know how to do it it's easy. One example is printing a document. Typically the function you look for is "Print". In Prospect you don't "print". You 'create a document' using the "Document". Another example is deleting line items. Let's say you want to delete one or more contacts from a company/client. It's not obvious or intuitive but once you learn how, it's easy. (You have to know the icon to click, then select "Perform Bulk Action".) And the support staff at Prospect helped us solve every query.

One of the features I like the most is the RFM Analysis, this makes customer calls so easy and helps me to know exactly who I need to call first who may be at risk of slipping away. Also, the way the system integrates so well with Unleashed makes it really easy to work with.

To start with I had some small issues with the speed of the system however this was something to do with my computer and not directly linked to the system, once this was sorted everything worked great.

The ability to integrate with Unleashed inventory management is faultless.

email integration with Office 365 can falter at times

It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business

Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer.

Easy of use and the user interface. Easy to navigate

Doesn't make coffee. It ticks all my boxes

I like how easy it is to use and how it integrates with other systems we use for manufacturing. I am able to qualify leads set tasks and get a real snapshot of the business as well as track inventory and look at peaks and troughs.

We had a few teething issues which were sorted out by the Prospectsoft Team all in all we have not come across any cons.