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Prospect CRM Logo

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#1 CRM for B2B Wholesalers, Distributors & Manufacturers

(8)

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Prospect CRM Features

Features Summary

Functionality

4.7

/5

118

Total features

62

5 categories

Prospect CRM features

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Activity/News Feed
Alerts/Notifications

Common features of CRM software

API
Activity Dashboard
Alerts/Notifications
Calendar Management
Calendar/Reminder System
Campaign Management
Contact Management
Customer Journey Mapping

Price starts from

161

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.7

/5

118

Price starts from

161

Per month

Total Features

62

Unique features

  • Process/Workflow Automation

  • Order Management

  • Activity/News Feed

  • Sales Orders

Functionality

4.4

/5

18.3K

Price starts from

25

/user

Per month

Total Features

192

Features in Common

53

Unique features

  • Customer Social Profiles

  • Monitoring

  • Sales Automation

  • Ad hoc Reporting

Functionality

4.3

/5

6.7K

Price starts from

14

/user

Per month

Total Features

201

Features in Common

51

Unique features

  • Dashboard

  • Multi-Channel Marketing

  • Sales Planning

  • AI/Machine Learning

Common Prospect CRM comparisons

Prospect CRM logo
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Prospect CRMvsmonday CRM
Prospect CRM logo
Pipedrive logo
Prospect CRMvsPipedrive
Prospect CRM logo
Kylas Sales CRM logo
Prospect CRMvsKylas Sales CRM
Prospect CRM logo
Spotler CRM logo
Prospect CRMvsSpotler CRM

Reviewers who mentioned features said:

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Jethro L.

Sporting Goods, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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10 years and counting

Reviewed 5 years ago

Sales order entry and viewing stock levels is difficult in all the accounting systems we have used. We intially installed Prospectsoft CRM in order to make those tasks easy, which it has done. We are also now taking advantage of the customer relationship pieces, like note taking, lead tracking and problem management.

Pros

Quick order entry functions, clear visibility of inventory data and integration to our back office

Cons

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.

Vendor response

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.

SM
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Stephen M.

Printing, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Bad Customer Service

Reviewed a year ago

Absolutely terrible. Its such a shame becuase on the surface it promised so much and it really suited us as a small business, we cant justify spending $1000 per month on software for some of the super programs and we were so happy to find this but it just does not work and could not get help.

Pros

I liked the idea of what it represented but in reality nothing worked.

Cons

I liked the idea of what it represented but in reality we were unable to get any of the intergrations to work. All we managed to do was to import product but the intergrations would not import contacts, CRM or historical data. To make it worse we are in Australia and we were unable to get any support. It says average time is 15 minutes but it was impossible to get help. Took many hours to even get a response and was un workable. The customer service team really needs a kick up the pantsm they dont read the messages and then also respond with stupid messages like, once the data is uploaded you will love it, problem is 24 hours into uploading and nothing is working and they still say the same thing.

MC
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Marcus C.

Wholesale, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Prospect CRM

Reviewed 3 years ago

A very helpful business that set up us quiclly and efficiently and a very easy to use software. Nothing is a problem.

Pros

We liked the way that we could very quickly pick up if any of our customers were dropping off on specific products or overall on sales.

Cons

A bit slow to ollect the data from sage 50

CM
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Clare M.

Food & Beverages, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fabulous CRM

Reviewed 2 years ago

Excellent for the sales team to maintain and grow their current customers; while expanding into new areas.

Pros

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.

Cons

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

AR
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Verified reviewer

Machinery, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Very good CRM system

Reviewed 8 months ago

When it was first implemented as a CRM system, I saw the improvements and advantages compared to the old system straight away. It has saved so much time making products live on the website, and adding content and digital assets. We often use special UDFs and a lot of reports, some for analysis and some for storing data i.e. volumetrics or FAQs. A very nice system to work with, overall.

Pros

Making products live on the website, adding content and digital assets is one of the easiest things to do.They use mainly drag and drop features, which do not take a lot of time.

Cons

Sometimes the website can be difficult to change in terms of how the web pages are laid out. But this does not affect the department I work in.

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Leo R.

Textiles, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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a well controlled CRM

Reviewed a year ago

helps sales growth and better designed management in sales teams, thus improving the experience for customers

Pros

You can have a better administration of assets, orders, quotes, inventory and contractsits price is cheap and fairIts quality of customer service is correct to resolve doubts instantlyits operation and performance is of good quality

Cons

Objectively I have not found any type of failure that makes me consider a change or something that I dislike

AS
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Arnie S.

Food Production, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Gets the job done well, efficiently and without fuss

Reviewed a year ago

Overwhelmingly positive. Although it would have been good to have had more free onboarding time.

Pros

Interfaces nicely with Unleashed and we had the two before they were both owned by Access. Easy to use, even for our grads...

Cons

Having to move in and out of pages to navigate quicker... and not being able to access Opportunities without going to the master owner, instead of the company. One has to go through the CRM logic to get round things. I am sure they are working on a workround. It lacks intuition

PF
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Paul F.

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Prospect

Reviewed 2 years ago

Fantastic software with a friendly, helpful and capable support team.

Pros

This software is easily customisable within good boundaries that mean you are still working within the parameters of the system and reap the rewards of the software's natural development. The integration with our stock and accounts and 3rd party add ons is super too.

Cons

Dashboards could be more customisable without the need to employ 3rd party BI tools

DA
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Dave A.

Machinery, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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BalTec UK Ltd

Reviewed 4 years ago

It is a very powerful tool that helps us run our business more efficiently.

Pros

The integration with our accounts package was critical, and Prospect365 was able to satisfy this. being able to generate our own tailor made reports without the high cost of specialists was important to us.

Cons

There is nothing that I can say is missing. We do not use the software's full features yet.

MB
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Mark B.

Health, Wellness and Fitness, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Small Business Essential

Reviewed 2 years ago
Pros

Integration with QuickBooks, reports. dashboards

Cons

There are so many features it will take a while to learn all of them that are valuable to us.

JT
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James T.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Ideal for Wholesale Business

Reviewed 5 years ago

We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly.

Pros

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...

Cons

I don't have any issues with the Prospect365 CRM

MH
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Mark H.

Design, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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CRM Review

Reviewed 3 years ago
Pros

From a management point of view, the CRM provides me with everything I need to manage and review our sales pipeline.

Cons

Some of the features are a little heavy for our business requirements, it would also benefit from an App.

SC
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Selwyn C.

Automotive, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best CRM system

Reviewed a year ago

it is great for the invoice system we have and it has made easier as a company to get invoices out faster and to keep more details under company

Pros

the way it is set out it is very easy to use and i find it great because it organises each company and contact

Cons

i haven't come across any negatives of this site so far.

LL
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Lisa L.

Food & Beverages, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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User Friendly

Reviewed 4 years ago

The software has made the estimating and reporting side of my role faster and more efficient. The search facility makes finding older documents very easy rather than using a manual system.

Pros

Live updates Easy to navigate screens Online chat button for help

Cons

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

AR
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Verified reviewer

Consumer Electronics, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Genuinely one of the best inhouse C|RM tools I have used!

Reviewed 2 years ago

Watching the performance of our sales teams improve, the quality of work and service improve and productivity too!

Pros

Custom reports to identify the most likely candidates, autodial tie-ins to improve efficiency, full end to end quote tracking. Recall and reminders. Almost every aspect has been well thought through and executed,

Cons

The user interface and customer search system can seem a little counter intuitive to new users. But basic training and they are up and running in no time.

AC
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Austin C.

Wholesale, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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B2B - This is your CRM.

Reviewed 2 years ago

It helped us grow sales.

Pros

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...

Cons

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.

RG
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Rob G.

Construction, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Implementation in a growing company

Reviewed 3 years ago

Great. Our quoting, follow up, analytics and overall management are at a whole new level.

Pros

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...

Cons

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.

JB
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James B.

Health, Wellness and Fitness, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Mixed feelings - plenty of features, but not convinced the basics have been covered

Reviewed 3 years ago

The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them...

Pros

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

Cons

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....

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Chris D.

Health, Wellness and Fitness, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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This software makes things take longer, not less time

Reviewed 4 years ago

It is a decent piece of software for those who need the features it offers, but for those who just want to create quotes and orders it increases rather than reduces your workload.

Pros

The structure/hierarchy of contacts (company, division, contact) is helpful.

Cons

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,...

Vendor response

Hi Chris, Thanks for your feedback, and the five stars you gave for our customer support - we appreciate that. But we also appreciate you taking the time to provide details of your challenges. I have spoken to our Support team on your behalf, and there are definitely faster ways for you to perform some of the tasks you've listed, including fully automated PDF'ing of quote documents. However, to make sure you're getting the most from the system, a senior member of our Customer Success team will be reaching out to you shortly. Thank you again, The Prospect Team

KK
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Krisotfer K.

Computer Software, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best CRM for Enterprise Solutions

Reviewed a year ago

Moderate -advanced user, tracking a network of dealers and overseeing regional sales for a world distribution tech firm.

Pros

Ease of use, adaptability and well-versed software that is great for all levels, beginner to advanced. Toos out the money yo might spend on training, you barely need it with Prospect! I have used multiple CRM platforms in my career and find them all to be buggy and unstable. Prospect takes a handle on self-learning at times, catching flaws before you can make them happen. In the end, as long as the person knows how to build contacts and close an opportunity, you are going to still end up with a great enterprise sales forecasting tool. Anyone could pick this up and run with it, making it the best CRM for large corporations who might need to adjust for different learning environments on each user.

Cons

The ability to mask internal resources. The point of a CRM is to share how we are all doing, creating proper forecasting to the sales team, not just management. With this feature on, the sales team might be blind until the next update.

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Devin B.

Wholesale, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Simple, Intuitive and Customizable

Reviewed 2 years ago
Pros

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.

Cons

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

AR
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Verified reviewer

Construction, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Definetly Would Recommend Prospect Soft

Reviewed 2 years ago

Very positive. As person who likes things to be clear and organised i think that ProspectSoft is a brilliant tool for the whole team - especially sales & marketing to work together and communicate when working with customers.

Pros

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.

Cons

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 )

PR
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Paul R.

Furniture, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great integration

Reviewed 3 years ago

The support team are brilliant, deployment was a cinch and it's intuitive to use!

Pros

The ability to integrate with Unleashed inventory management is faultless.

Cons

email integration with Office 365 can falter at times

AR
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Verified reviewer

Wholesale, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Awesome CRM

Reviewed 3 years ago

Overall since introducing the CRM our conversation rates have gone up and sales process is in the process of going o a whole new level

Pros

Support, Flexibility, Reporting, Sales Pipelines ability to force tasks

Cons

Documents layouts are hard to master, but the support teams are there to help and always a pleasure to talk to.

JH
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Jonny H.

Chemicals, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great system for managing your business activity

Reviewed a year ago

Good all round experience with a great user friendly system.

Pros

Easy navigation and great interaction with external mail systems and works off mobile internet for ease of updating system there and then at time of any relevant activity or notification.

Cons

Nothing at all really as has most functions that are required for effective management and delivery of my ongoing activities.