Mixed feelings - plenty of features, but not convinced the basics have been covered
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.
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.
Simple but effective CRM
using this system has helped us retain and grow our customer base, the speed at which we can obtain data means we have more time to speak with our customers, the CRM is very easy to update and add notes so again less time spent on admin.
how easy it is to use for the sales team, this makes training new starters even easier.
some limitations on detailed reporting although this is improving with new updates
Super helpfull over many many years
We have had a great experience with Prospect Soft, really great software and it's managed by a friendly and reliable team of people who are always happy to help. Would definitely recommend to anyone thinking of changing their current software.
Easy to use and navigate.
Helpful features for sales and marketing.
Great for keeping track of leads.
Can run helpful reports.
Can be long winded when processing quotes and samples - a lot of screens.
Just the ticket!
A very straight forward and simple system to use, suitable for all abilities. There is also always somebody on the other end of the phone or email if you ever need help - thank you!
It is simple to use and ideal for finding things quickly.
I honestly cannot think of anything I don't like about this software, only positives are springing to mind!
Distribution & Marketing for CRM
Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals.
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.
Efficient and Easy!
Customer service has been great from start to finish and even the tutorials have been a great success with our team. The interface is especially important to me as I like easy access to my dashboard with recently quoted projects.
love that it is a cloud based CRM which means I can load multiple browsers for multiple projects
Would be great if there was an App based Prospect
Ideal for Wholesale Business
We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly.
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...
I don't have any issues with the Prospect365 CRM
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.
Easy to navigate screens
Online chat button for help
Unable to copy and paste quotation lines rather than an entire quotation.
It helps me on a day to day with tasks that need completing and help me keep up to date constantly.
I love the way that prospect helps me to keep up to date with any tasks that I may have booked in for days/ weeks/months ahead.
There is nothing that I do not like about the software.
Overall it has been great so far, very helpful and saved so much time with the invoices. Also very helpful and responsive team who are always willing to help out with any issues you may have, all sorted very quickly.
- Easy to turn quotes into invoices/pro forma on sage.
- Staff very helpful with any queries you may have.
- Can keep track of follow up's and set reminders and receive notifications to do this on each day.
- Automatically can input emails which save so much time rather than typing out
- Makes quotes look very professional
- not really a criticism but sometimes input's a random address so just check the address when creating a new business/contact.
would recommend highly
BalTec UK Ltd
It is a very powerful tool that helps us run our business more efficiently.
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.
There is nothing that I can say is missing. We do not use the software's full features yet.
Prospect 365 is great for managing opportunities, creating and sharing quotations
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
An excellent package that integrates well with our other business systems.
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.
Great Product and Great Service
Great experience with ProspectSoft. Easy to use and an asset to have up to date information at my finger tips either at the office or out on the road. The support I receive is always quick and professional.
Seamless integration from our Sage accounts package and up to date information on customers' spending.
Haven't found anything really yet. Has taken a little time to work out how to write reports, but there is always assistance at ProspectSoft to answer any question.
10 years and counting
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.
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.
Response from ProspectSoft
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.
Great company to work with, attentive and happy to sort issues quickly. Keep up the good work!
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!
Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II
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!
Response from ProspectSoft
Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.
Quick, easy, already made a big difference!
Much better intel on customer and ordering trends.
Much greater ease of tracking leads and lead management
Much easier pipelining and forecasting
Simple customer credit control snapshots available for sales staff, instead of referring to finance team.
Easy to set up. Winner.
API hookups to Unleashed & Xero make it so easy to use - live quoting with stock data means we're not quoting on stock we don't have. Customer RFM makes the sales team more efficient as they can target clients effectively to build on successes, or to rescue those who are having a hard time.
There is almost too much customisation possible... but it's easy to lock down the system, so it's not really a disadvantage.
ProspectSoft Review by Lisa Spatchurst
I find ProspectSoft extremely easy to use and would recommend the system to other people.
I have only used the system for a short period of time, but the features which I find really useful are being able to email clients directly from the system. Also, we are able to see at a last recent contact made to customers.
I haven't used the system long enough yet to be able to comment on any features that are missing. All features that I have used have worked really well.
Great CRM software
This just does what it needs to and does it well!
Easy, great support and onboarding from team when bringing it on. Very quick and adaptive with stock and very very reliable.
Ease of use, adaptability and fits so well into our Goods out software
there is nothing that I feels needs inclusion in this box