About Prospect CRM

Prospect is a cloud-based customer relationship management (CRM) solution designed to help Wholesalers, Distributors, and Manufacturers manage business operations. Prospect offers various key CRM features such as contact management, email templates, interaction tracking, task management, lead pipelines, quoting, insights, and more.

Prospect allows users to take orders and initiate back-office processes directly from the field using a centralised interface. The platform includes an integrated support ticketing system, which enables teams to record customer issues and share them with respective teams to take actions in real-time. Prospect also provides users with insights and updates on statuses, notes, and email content in a conversation-based activity timeline.

Prospect comes with an open application programming interface (API), which allows users to modify the system and integrate it with several third-party applications such as Xero, Unleashed Software, QuickBooks Commerce, DEAR Inventory, Cin7, Sage 50, Pegasus Opera, Access Dimensions, Exchequer, SAP, Office 365, Zapier, Zing Respond, Intercom, 3CX and more.

Pricing starting from:

GBP 90.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Prospect CRM

- Use Sales & Marketing pipelines to get more new customers
- Access Accounting/Inventory data to produce quotes & orders with ease
- Discover detailed sales analysis from your Accounting/Inventory Management System to understand your customers better
- See a complete & centralised 360-degree view of your customers - even those who are about to churn
- Get actionable customer insights & powerful sales analysis for your whole team

Devices

Business size

S M L

Markets

Australia, United Kingdom, Guernsey, Isle of Man, Jersey, New Zealand, United States

Supported Languages

Dutch, English, French, Swedish

Pricing starting from:

GBP 90.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Prospect CRM Software - Sales Rep Dashboard
Prospect CRM Software - Account Manager Dashboard
Prospect CRM Software - Missing Order Report
Prospect CRM Software - Sales Analysis at Company level
Prospect CRM Software - Top Products by Value
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Prospect CRM video
Prospect CRM video
Prospect CRM video
Prospect CRM Software - Sales Rep Dashboard Prospect CRM Software - Account Manager Dashboard Prospect CRM Software - Missing Order Report Prospect CRM Software - Sales Analysis at Company level Prospect CRM Software - Top Products by Value

Features

Total features of Prospect CRM: 68

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • CRM
  • Calendar/Reminder System
  • Call Logging
  • Campaign Management
  • Commenting/Notes
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • ERP
  • Email Management
  • Email Marketing
  • Email Templates
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Inventory Management
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Leaderboards
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Process/Workflow Automation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Returns Management
  • Routing
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shipping Management
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Prospect CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

HubSpot CRM

4.5
#2 Alternative to Prospect CRM
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

HubSpot Marketing Hub

4.5
#3 Alternative to Prospect CRM
HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing...

Zoho CRM

4.2
#4 Alternative to Prospect CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Reviews

Overall rating

4.8 /5
(58)
Value for Money
4.7/5
Features
4.8/5
Ease of Use
4.8/5
Customer Support
4.9/5

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Showing 5 reviews of 58
Chetan A. Chetan A.
Overall rating
  • Industry: Consumer Goods
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Prospect CRM is the nice tool for business sales growth

Reviewed on 02/05/2021

It was a nice experience while using the Prospect CRM and we recommend to our friends as well.

It was a nice experience while using the Prospect CRM and we recommend to our friends as well.

Pros

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.

Cons

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

Alternatives Considered

Pardot, Mailgun and HubSpot Marketing Hub

Reasons for Choosing Prospect CRM

More Convenient, and cost effective.

Switched From

Pardot, Mailgun and HubSpot Marketing Hub

Reasons for Switching to Prospect CRM

It was cost effective and we have simple user experience as well.
Rob G. Rob G.
Overall rating
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Implementation in a growing company

Reviewed on 18/02/2021

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

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 Prospect to Orders in Unleashed is seamless.

Prospect delivers great analytics we couldn't do before. Time since last order, conversion rates, customer productivity and potential etc.

The system forces the user to assign tasks. What we thought was annoying at first is in fact a great project management and communication tool as it automatically alerts whoever the task is assigned to and allows me to have the overall view at a glance of who is supposed to be delivering what and on which day.

Unexpected bonus and time-saver: We can calculate the weight of an order which is critical for preparing a shipping quote. Hadn't even considered this when we purchased the software. Simple yet impactful.

Subtotalling quotes, moving line items around - super easy.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Prospect CRM

1. Their people are accessible and knowledgeable. We speak directly with them and the same group of people all the time. They know us and our business. 2. We're a building product manufacturer. They demonstrated right off they understood our industry and software is well-designed for manufacturing and the construction sector.
James B. James B.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

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

Reviewed on 19/01/2021

The key problem we were trying to solve by using Unleashed was to have a way to record our...

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 blank. Examples of not covering 'the basics' include the customer type not integrating with the customer type in Unleashed, the inability to search for a sales ledger by company name (instead having to search by code). We do not unfortunately memorise the customer code of all of our customers!). As Prospect has grown, the support offered has become more generic and less personable. The team doesn't seem very joined up. An example of this was a customer relationship manager noticing some 'bugs' during a zoom call (which we were very grateful for), raising a ticket on our behalf, only for the response to the ticket to be a link to the Prospect academy articles.

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. We have had issues with all of these and as a small business, the amount of customisation that is possible is a bit overwhelming without support. We want to spend our time solving our customer's problems with our products, selling items, and operating an efficient business We don't want to spend our time reading endless manuals, articles and trying to navigate around complicated set up processes. The software has felt a bit buggy in places and slow to respond. As a result of this, we have reverted to adding orders using Unleashed, because it is quicker and easier.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Prospect CRM

The software seemed more customisable and relevant.
Jaime M. Jaime M.
Overall rating
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent

Reviewed on 01/10/2021

As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb...

As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb and flow, I can safely say that Prospect CRM has really streamlined our approach and really allows us to manage our customers more effectively.

Pros

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.

Cons

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

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Prospect CRM

After-sales support and integration with other systems that we use
Janita C. Janita C.
Overall rating
  • Industry: Wholesale
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great system, great service

Reviewed on 03/03/2021

Overall, the experience with ProspectSoft and been really great, I love how the system is constantly...

Overall, the experience with ProspectSoft and been really great, I love how the system is constantly been updated with new features. Also, I love the chat facility thats available, this has come in so handy because I can ask a question and then get on with something else while I wait for a response, they always respond within 10 mins of me asking and they are a really great customer service/support team.

Pros

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.

Cons

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.

Showing 5 reviews of 58 Read all reviews

Prospect CRM FAQs

Below are some frequently asked questions for Prospect CRM.

Prospect CRM offers the following pricing plans:

  • Starting from: GBP 90.00/month View Pricing Plans
  • Pricing model: Subscription
  • Free Trial: Available

- Start-Up CRM: £90/month (includes 4 users) - *Most Popular* Professional CRM: £45/user/month (4+ users) - Advanced CRM: £90/user/month (15+ users)

Prospect CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Prospect CRM supports the following languages:

Dutch, English, French, Swedish

Prospect CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Prospect CRM integrates with the following applications:

3CX, Access Dimensions, Cin7, DEAR Systems, Exchequer, Intercom, Microsoft 365, Microsoft Power BI, QuickBooks Commerce, SAP Customer Experience, Unleashed, Xero, Zapier

Prospect CRM offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Prospect CRM.