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Prospect CRM

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.

Starting price

177flat rate /
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

Ease of use rating:

4.8

(141)

Prospect CRM pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(3)

3-4(15)

5(123)

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

Midsize Businesses

Enterprises

Top industries

Cosmetics

Medical Devices

Business Supplies and Equipment

Food Production

Others

Use cases

CRM

Sales Tracking

Online CRM

Manufacturing

Distribution

Prospect CRM's key features

Most critical features, based on insights from Prospect CRM users:

Task management

4.7

(29)

Sales pipeline management

4.6

(52)

Reporting/Analytics

4.6

(50)

Quotes/Estimates

4.7

(22)

Email management

4.5

(31)

Workflow management

4.3

(20)

Segmentation

4.3

(15)

Territory management

4.5

(6)

All Prospect CRM features

Features rating:

4.7

(141)

Access controls/permissions

5.0

(2)

Accounting

(0)

Accounting integration

(0)

Activity dashboard

4.9

(9)

Activity/News feed

1.0

(1)

Activity tracking

5.0

(1)

Alerts/Notifications

4.5

(16)

API

4.0

(1)

Calendar/Reminder system

4.5

(35)

Call logging

4.4

(7)

Campaign management

4.0

(1)

Collaboration tools

(0)

Commenting/Notes

4.0

(1)

Contact management

4.6

(72)

CRM

5.0

(2)

Customizable fields

(0)

Customizable reports

4.9

(17)

Customizable templates

(0)

Data import/export

4.4

(25)

Document management

5.0

(1)

Document storage

4.6

(28)

Drag & drop

(0)

Email management

4.5

(31)

Email marketing

3.9

(8)

Email templates

4.0

(8)

Forecasting

4.7

(6)

For small businesses

5.0

(1)

Interaction tracking

4.6

(39)

Inventory management

4.2

(6)

Leaderboards

5.0

(1)

Lead generation

3.8

(8)

Lead management

4.7

(72)

Lead qualification

4.4

(26)

Live chat

4.8

(6)

Marketing automation

4.1

(14)

MES

(0)

Mobile access

4.2

(13)

Opportunity management

4.0

(1)

Order entry

(0)

Order management

4.3

(6)

Performance metrics

4.5

(4)

Pipeline management

4.6

(5)

Process/Workflow automation

5.0

(1)

Purchase order management

5.0

(3)

Quotes/Estimates

4.7

(22)

Real-Time data

(0)

Real-Time reporting

(0)

Referral tracking

3.9

(8)

Reminders

4.5

(10)

Reporting/Analytics

4.6

(50)

Reporting & statistics

(0)

Returns management

(0)

Sales forecasting

4.5

(2)

Sales order management

(0)

Sales pipeline management

4.6

(52)

Sales reports

(0)

Search/Filter

4.9

(18)

Segmentation

4.3

(15)

Shipping management

(0)

Social media integration

4.0

(11)

Task management

4.7

(29)

Territory management

4.5

(6)

Third-Party integrations

4.7

(3)

Workflow management

4.3

(20)

Prospect CRM alternatives

Prospect CRM

4.8

(141)

Starting from

177

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.6

Customer Support

4.8

Salesforce Sales Cloud

4.4

(18.7K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.4

Value for Money

4.1

Customer Support

4.1

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Prospect CRM pricing

Value for money rating:

4.6

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Start-up CRM

177

Per month

Features included:

4 Users
DEAR Integration
Quickbooks Integration
Tradegecko Integration
Unleashed Integration
Xero Integration

Professional CRM

351

Per month

Features included:

4+ Users
Access Dimensions Integration
Cin7 Integration
Exchequer Enterprise Integration
Pegasus Opera II/III Integration

Advanced CRM

1,933

Per month

Features included:

15+ Users
Custom Delivery Charge Calculations
Custom ERP Integrations
SAP Integration

User opinions about Prospect CRM price and value

Value for money rating:

4.6

(141)

To see what individual users think of Prospect CRM's price and value, check out the review snippets below.

“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.”

Adrian B.

Telemarketer - Data 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.”

Jeffery A.

Admin

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.

Unleashed

Integration rating: 4.8 (13)

“Unleashed is critical to our overall business as it enables efficient production, reduces costs, and enhances overall operational efficiency.”

Kathy M.

Client Support Manager

Cin7 Core

Integration rating: 4.5 (6)

QuickBooks Online

Integration rating: 5.0 (6)

“It's honestly one of the main reasons I recommend Jobber to clients. As an accountant, having invoices, payments, and customer data flow straight into QuickBooks Online means I'm not re-entering everything manually or chasing down missing information”

“Keeping expenses down for right now until we get ACT caught up and then will update QB to Online most likely”

Eri D.

ACCOUNTANT

1/2

Xero

Integration rating: 5.0 (5)

“export to Xero for accouting purpose.”

Yu N.

Director

Sage 50 Accounting

Integration rating: 4.5 (3)

Mailchimp

Integration rating: 5.0 (3)

“It did not have a good impact with my customers”

Fary a.

Home Cleaning Services

Prospect CRM customer support

What do users say about Prospect CRM customer support?

Customer support rating:

4.8

We analyzed verified user reviews to identify positive and negative aspects of Prospect CRM customer support.

Widely noted by reviewers, Prospect CRM's support team is responsive, knowledgeable, and always willing to help with queries.

A number of users highlight the onboarding process as smooth and supportive, making setup and transition much easier.

A portion of users appreciate the multiple support channels, including phone, tutorials, and the Prospect Academy for self-help.

Common user feedback praises the team's willingness to address enhancement requests and implement improvements quickly.

Support options

Email/help desk

Chat

Knowledge base

24/7 (live rep)

Phone support

Training options

Videos

Live online

Webinars

In person

Documentation

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

“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