Prospect CRM vs Meritto

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

LeadSquared

ExtraaEdge

Cronberry

Compare Prospect CRM and Meritto based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Prospect CRM helps B2B wholesalers, distributors & manufacturers quote accurately, sell efficiently & support customers brilliantly. Seamlessly integrates with Unleashed, Xero, QuickBooks & more. Rated 4.6/5 for support, usability & business value.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Calendar/Reminder System

Call Logging

Campaign Management

Collaboration Tools

Commenting/Notes

Contact Management

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Forecasting

For Small Businesses

Interaction Tracking

Inventory Management

Leaderboards

Lead Generation

Lead Management

Lead Qualification

Live Chat

Marketing Automation

Mobile Access

Opportunity Management

Order Entry

Order Management

Performance Metrics

Pipeline Management

Process/Workflow Automation

Purchase Order Management

Quotes/Estimates

Real-Time Data

Real-Time Reporting

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Returns Management

Sales Forecasting

Sales Order Management

Sales Pipeline Management

Sales Reports

Search/Filter

Segmentation

Shipping Management

Social Media Integration

Task Management

Territory Management

Third-Party Integrations

Workflow Management

Prospect CRM

iPhone

Android

iPad

Web-based

Start-up CRM

Professional CRM

Advanced CRM

Business Director

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.

Telemarketer - Data Admin

Prospect CRM has helped out the office enormously streamlining the way we arrange details and data for all the reports needed to ensure the department runs efficiently and smoothly.

Admin

I like it’s integration system with unleashed and also how it offers a wide range of reporting system especially with the sales pipeline.

Director

This is the first cloud base CRM system we've had and its excellent when on the road for sales to be able to look up info & sales on any customer and record sales visits info immediately.

Specialist Vehicle Applications

Slight issues with picking up sales data from our internal system, but all sorted now, main issue was not Prospect but our internal sales system.

The vision of creating a CRM layer specifically for wholesale businesses is compelling in theory.

Director of Sales

When setting a task, because of the program being in UK, and if it is late afternoon then it sets a task that intended for 1 week or 7 days out to only 6 days.

For a CRM intended to sit at the centre of wholesale operations, this made adoption impossible.

I would strongly recommend that businesses thoroughly test real operational workflows and integrations before committing.

The search function is quick and effective find customers by Employee or company name/number.

The underlying idea behind the platform is good, and the team was consistently polite and responsive during support interactions.

sales consultant

what i liked the most about prospect was the ability to connect to my co-workers without being to physically talk to them, i think the ability to mention and communicate in a great feature.

Head of sales and marketing

It has been a long project integrating with our Cin7 inventory system, testing and tweaking to get everything as needed.

Ease of use, very intuitive, very adaptable, we have our diaries, meeting notes, customer database, sales pipeline, quotes etc, very easy to use, please don't change it.

Overall, this CRM has been a game changer for our business, improving productivity and helping us stay on top of every customer interaction.

Both products together have allowed our start up businesses to be successful in our first year of trading.

Operating some of the setups is tricky like email footers which I thought was done but when emails sent from prospect I find its not as  expected.  

Assistant Business Manager

Sometimes it takes a while to sync with other programs or update tracking of prospects

Chief Operations Officier

I also really like the AI help chat bot which very often genuinely solves your query but if not, a real person is able to assist.

We have fully embraced the system and integrated it another access product which is unleashed.

We’ve been using this CRM for a while now, and it has completely transformed the way we manage our customer relationships.

Lack of ability to customise dashboards, but that is a very minor gripe.

It is very useful for analysing the sales of our products.

I struggled with it initially but recently I have been getting used to it and I think with a bit more practice, it could be very crucial working alongside unleashed

Prospectsoft have been super responsive throughout this journey and have accommodated all of our needs and enhancement requests where possible.

Client Support Manager

The interface is user-friendly and the support team is super responsive and helpful.  

Sales Manager

Limited customization options in some modules.

Prospect CRM has been an invaluable tool for managing customer relationships efficiently.

The human interface, training and customer support are excellent.

Digital Marketing and Account Management

Backend database update bulk tools not always fully functional and intuitive

The interface is incredibly user-friendly, making it easy for our team to navigate and get things done efficiently.

Easy to organize leads, generate reports, leases and manage tasks

I wish I had more time to delve deeper into the guides and webinars.

Sales Executive

The customer support is always top quality & the system is very simple to navigate around.

Office Manager

Overall there was nothing I disliked about the system, my lack of training is limiting me on it's use.

I find its easier to send from outlook and copy prospect in.

Fleet Manager 

It has been a lifesaver for us as a service lead business and the team have really assisted to make it work for us although the platform is ideally for a stock based business.  

The interlinking with unleashed is very good.

General Manager

We need to know our customers habits, trends, etc. in order to maximize sales and this is where Prospect stands head and shoulders above the rest. If you are B2B - get this CRM. If it's missing a feature you want, just wait: it will be added soon as they do an EXCEPTIONAL job of listening to and responding to customers and making the CRM better.

National Sales Manager

This includes small details tracking through pipelines, lapsed customers, and detailed sales tracking on numerous aspects.

my overall experience with prospect was it making my work life much easier.

Making products live on the website, adding content and digital assets is one of the easiest things to do.

Acct Mgr / Cus Experience

I finally have a tool that makes me more efficient instead of drawing on my time and resources.

The rfm matrix was the best sales feature, as soon as I saw it I knew this was the tool for us

They use mainly drag and drop features, which do not take a lot of time.

Sales Director

Excellent - It has increased visibility of customer accounts and how they are performing

Ease of use, simplicity and intuitive features.

It is so easy to use, even a chimp could understand how to use it.

Customer Relationship Management

Ease of Use

Sales Tracking

Customer Support

Integrations

Small Business

Email Integration

Training and Learning Curve

Mid-size Business

Large Enterprises

The Access Group

Education CRM and marketing automation software designed to help admission teams integrate, manage, track and convert leads with zero leakage.

TUIO

TUIO is a cloud-based tuition management system that centralizes all enrollment, waitlisting, reporting, billing and payments in one online portal to help streamline processes.

Classe365

Classe365 is a student management system for education institutions, combining student information system (SIS), CRM & learning management system (LMS) features

From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.

Prospect CRM vs Meritto Comparison (2026)

Prospect CRM

Meritto

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives