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Prospect CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The #1 Stock-Aware CRM for B2B Product Businesses
Table of Contents
Is this product right for your business?
Find out with a
Prospect CRM - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Prospect CRM overview
What is Prospect CRM?
Prospect CRM is the #1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who sell products from stock. If your business uses inventory and accounting platforms like Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, or Pegasus Opera, Prospect CRM is designed to help you quote more accurately, sell more efficiently, and support customers brilliantly.
With seamless integrations to your back-office systems, Prospect CRM ensures your sales team never quotes on stock you don’t have. It connects your inventory, customer, and financial data in real time, giving your team the insights they need to win new business and grow existing accounts.
Rated 4.6/5 across platforms like Trustpilot, Capterra, G2, and GetApp, Prospect CRM is consistently praised for its exceptional customer service, intuitive design, and powerful reporting tools. Customers describe it as “simple to navigate,” “like a hand in a glove,” and “an essential tool” for their business.
Whether you're tracking leads, managing pipelines, segmenting customers with RFM analysis, or generating live quotes with stock data, Prospect CRM helps you do it all—faster and smarter.
Key Features:
🧾 Stock-Aware CRM – Live quoting with real-time inventory visibility
📈 Built-in Dashboards & Reporting – Visual analytics for smarter decisions
🎯 RFM Customer Analysis – Segment and target customers effectively
🛒 Quick Order Entry – Streamlined workflows that save time
👥 Team Collaboration Tools – Keep your sales and support teams aligned
Why Users Choose Prospect CRM:
💬 Top-Quality Support – Mentioned in 120+ reviews, our support team is consistently rated as outstanding
🧭 User-Friendly Interface – Designed for non-technical users, praised for simplicity and ease of use
🔌 Seamless Integrations – “Like a hand in a glove” with platforms like Unleashed, Xero, and more
📚 First-Class Onboarding – Setup and training that exceeds expectations
Prospect CRM is part of the ERP division at The Access Group, trusted by thousands of B2B product businesses worldwide to maximise customer lifetime value.
Key benefits of using Prospect CRM
✅ Sell More, Faster - Prospect CRM connects your sales team to live inventory data, enabling accurate quoting and faster order processing. No more quoting on stock you don’t have—just confident, informed selling.
✅ Exceptional Customer Support - With over 120 mentions across reviews, our support team is consistently rated as “top quality.” From onboarding to ongoing assistance, we’re here to help you succeed.
✅ Designed for B2B Product Businesses - Built specifically for wholesalers, distributors, and manufacturers, Prospect CRM understands the complexities of selling products from stock. It’s not a generic CRM—it’s tailored to your world.
✅ Seamless Integrations - Our integrations with Unleashed, Katana, Cin7, Xero, QuickBooks Online, and more are described by customers as “like a hand in a glove.” Real-time data sync means fewer errors and better decisions.
✅ Intuitive & Easy to Use - Praised by non-technical users for its simplicity, Prospect CRM is “very simple to navigate” and “easy to use.” Your team will be up and running quickly, with minimal training required.
✅ Powerful Analytics & Reporting - Built-in dashboards and RFM customer analysis help you identify opportunities, segment customers, and make data-driven decisions that grow revenue.
✅ Streamlined Workflows - From quick order entry to internal collaboration tools, Prospect CRM helps your team stay aligned and efficient—whether they’re in the office or on the road.
✅ Trusted by Thousands - Part of The Access Group’s ERP division, Prospect CRM is used by thousands of B2B product businesses worldwide to maximise customer lifetime value.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Customer Relationship Management
Ease of Use
Sales Tracking
Small Business
Email Integration
Reminders
Prospect CRM’s user interface
Prospect CRM pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.6
Features
4.7
Ease of use
4.7
Customer support
4.8
Reviews sentiment
What do users say about Prospect CRM?
We invested significant internal resources attempting to implement Prospect into a live wholesale environment, engaging in multiple meetings, support cycles, and workarounds over several months. Despite this effort, the platform never reached a point where it could reliably support day-to-day operations.
Select to learn more
Who uses Prospect CRM?
Based on 141 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Prospect CRM's key features
Most critical features, based on insights from Prospect CRM users:
All Prospect CRM features
Features rating:
Prospect CRM awards
Prospect CRM alternatives
Prospect CRM
Starting from
177
Per month
HubSpot CRM
Starting from
No pricing info
Salesforce Sales Cloud
Starting from
No pricing info
Zoho CRM
Starting from
No pricing info
Prospect CRM pricing
Pricing plans
Pricing details:
User opinions about Prospect CRM price and value
Value for money rating:
To see what individual users think of Prospect CRM's price and value, check out the review snippets below.
Esther P.
Business Development Manager
Chetan A.
Founder & CEO
Prospect CRM integrations (16)
Integrations rated by users
We looked at 141 user reviews to identify which products are mentioned as Prospect CRM integrations and how users feel about them.
Integration rating: 4.9 (7)
“Unleashed is critical to our overall business as it enables efficient production, reduces costs, and enhances overall operational efficiency.”
Kathy M.
Client Support Manager
Integration rating: 4.3 (3)
“Products and customers can be managed only in Prospect and it syncs across very easily. We still enter orders in Dear but these are shown automatically in Prospect so tracking for reporting is live.”
Lincoln W.
Office Manager
Integration rating: 5.0 (3)
Integration rating: 5.0 (2)
Integration rating: 5.0 (2)
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
Integration rating: 4.0 (1)
Prospect CRM customer support
What do users say about Prospect CRM customer support?
Customer support rating:
We analyzed 39 verified user reviews to identify positive and negative aspects of Prospect CRM customer support.
Widespread user sentiment highlights the support team's responsiveness and willingness to resolve queries quickly.
A significant portion of users found onboarding and transition support to be thorough, helpful, and essential for setup.
Broad user base appreciates the friendly, knowledgeable staff and multiple support channels, including tutorials and phone.
Support options
Training options
To see what individual users say about Prospect CRM's customer support, check out the review snippets below.
“We started using the Prospect CRM just over 6 months ago and it's added real value to our business - The support we have received when needed has been fantastic but to be honest with all the support tools such as the prospect academy which allows you to look at tutorial videos we now rarely need help at all. ”
Gary D.
Sales Director
“You have to know the icon to click, then select "Perform Bulk Action".) And the support staff at Prospect helped us solve every query.”
Rob G.
VP Business Development
“I used Prospect in a previous company but it has now evolved into a user friendly system with a fantastic back up support team, always on hand to help and answer queries.”
Esther P.
Business Development Manager
Prospect CRM FAQs
Prospect CRM has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Prospect CRM support?
Prospect CRM supports the following languages:
Dutch, English, French, Swedish
Q. Does Prospect CRM support mobile devices?
Prospect CRM supports the following devices:
Android, iPad, iPhone
Q. Does Prospect CRM offer an API?
Yes, Prospect CRM has an API available for use.
Q. What level of support does Prospect CRM offer?
Prospect CRM offers the following support options:
Email/Help Desk, Chat, Knowledge Base, 24/7 (Live rep), Phone Support
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