Prospect CRM Reviews

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.

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

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.

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.

The interface is very user friendly.

A variety of built-in dashboards allow you to easily track, monitor and action opportunities/quotes giving us great oversight at any time of current sales and lead generation.

It integrates with software for producing quotations and marketing communications which are then visible within the CRM providing visibility for all staff members allowing us to provide the best service.

The team are super helpful and responsive to any queries we have and do all they can to find an appropriate solution.

No cons other than a few initial teething issues at the beginning which were quickly sorted out by the team at Prospectsoft.

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

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.

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.

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

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.

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.

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

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

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.

A bit slow to ollect the data from sage 50

Prospect 365 is great for managing opportunities, creating and sharing quotations and associated documents. Seamlessly works with Unleashed and Xero. Each adviser I have spoken with have been brilliant, providing quick responses to any queries I've had.

Mass downloads of files created in Prospect would be a useful addition

scheduling, and being able to see past interactions with customers

I haven't found there to be any at this time

The ability to integrate with Unleashed inventory management is faultless.

email integration with Office 365 can falter at times

It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business

Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer.

Easy of use and the user interface. Easy to navigate

Doesn't make coffee. It ticks all my boxes

Ease of use, adaptability and fits so well into our Goods out software

there is nothing that I feels needs inclusion in this box

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

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.

Easy to use, constant development and improvements but in place prior to asking or even finding small glitches.
The price is negligible in compassion to what it brings to the business in the form of revenue. Customer experience has only been enhanced by all the reminder features, follow ups, emails and quote faculties built inot the software.

Don't really have anything to not like, if so it would be petty thing such as the colour scheme.

The ability to look at stock, previous price paid etc for our Sales guys on the road is invaluable. Our sales team can also read up on any previous information gained on projects before visiting our customers and potential customers.

When we raise invoices on the CRM and then transfer to our Xero system to confirm the invoices the prices are sometimes rounded up so we have to then alter them back on Xero

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

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, we could previously create a quote and download it as a PDF instantly. We now have to open a Word document, then save the word document as a PDF, find the PDF in a folder on our computer etc. When we accept a quote we routiely wait up to 30 seconds for the quote to go through to Unleashed as an order. Managing products in Prospect isn't easy - a large user unfriendly Excel spreadsheet. We had a problem of duplicate products and incorrect product codes syncing from Unleashed and have still not resolved this.

Prospect excels all of our needs, dreams and requirements. If you can't figure out how to do it, the brilliant support team certainly can. No issue is too much trouble. I can produce a report easily to show exactly what I need. Its chronological format make recording data so simple - excellent for when you're busy. The note section is an excellent asset, it makes working part of a team even easier.

I really struggle to fill out this box. I am yet to have a band experience with Prospect, it's simply great!

The CRM software is easy to use and work with. Also allows integration with our Unleashed system.

Web based systems are reliant on the internet, although this does work well on 4g too if needed!

able to personalise it to our business needs is great, we make the fields we want to track, report on the info we want to see, give KPI feedback and link up easily to all the dashboards we require to monitor the overall business

no real issues so far to comment on, we have a different blue for our company, maybe a nice benefit to change to match the company blue :)

Primarily the inventory control and integration with current accounting softwares.
The combination of stock management / distribution in a pipeline that can be tailored is highly practical.

Further automation & marketing potential.

I like the updating of essential information replicated to the web instantly. I enjoy the CRM interface, it's user friendly and very similar to MS Office. Support is good, much easier to phone than open a ticket.

I dislike the CMS Editor, it's limited when it comes to core changes, having learnt to code in raw HTML and CSS, a WYSIWYG editor is somewhat annoying. However this could just be me!

You don't have to be an IT expert to be able to make small changes to the CRM software/portal where customers purchase our products - ease of use. Easy integration into Sage 50 and Stripe payment software really helps.

We do not have specific things we do not like about this product.

It is intuitive and a vital tool for our Area Managers and engineers who have live information on their phones giving live information back to the office. Most aspects are easily customisable by ourselves.

It can take time if core sections are requested to be customised by the ProspectSoft team but our engineer's portal is excellent now that it is up and running and a vast improvement over what we had.