Prospect CRM Reviews

Prospect CRM

#1 CRM for B2B Wholesalers, Distributors & Manufacturers

Overall rating

4,8 /5
(117)
Value for Money
4,6/5
Features
4,7/5
Ease of Use
4,7/5
Customer Support
4,8/5

97%
recommended this app
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117 Reviews

Jethro
Jethro
Overall rating
  • Industry: Sporting Goods
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

10 years and counting

Reviewed on 2019/01/30

Sales order entry and viewing stock levels is difficult in all the accounting systems we have used....

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.

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.

Marcus
Overall rating
  • Industry: Wholesale
  • 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 10.0 /10

Prospect CRM

Reviewed on 2021/08/31

A very helpful business that set up us quiclly and efficiently and a very easy to use software....

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

Stephen
Overall rating
  • Industry: Printing
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Bad Customer Service

Reviewed on 2023/03/16

Absolutely terrible. Its such a shame becuase on the surface it promised so much and it really...

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.

Clare
Overall rating
  • Industry: Food & Beverages
  • 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

Fabulous CRM

Reviewed on 2022/06/15

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

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.

John
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 9.0 /10

Prospect CRM

Reviewed on 2020/12/15

Great company to work with, attentive and happy to sort issues quickly. Keep up the good work!

Great company to work with, attentive and happy to sort issues quickly. Keep up the good work!

Pros

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

Cons

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

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Prospect CRM

Outgrew its use as a database

Reasons for Switching to Prospect CRM

Friendly helpful people who knew what we wanted
Jonathan
Overall rating
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Fantastic UK Based CRM System

Reviewed on 2022/05/06

Pros

We have just integrated Prospect CRM into our business sales process and from start to end the Prospect CRM implementation has been flawless. The quotation was quick and accurate at the start and has never changed throughout the process. The onboardng was excellent and the training sessions were well executed by [SENSITIVE CONTENT]. My staff were engaged and are now eager to use Prospect CRM to assist with growing their and the business sales.

Cons

Nothing comes to mind. The system is exactly as we require.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Prospect CRM

Ease Of use and Great follow ups to questions asked.
Verified Reviewer
Overall rating
  • Industry: Machinery
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Very good CRM system

Reviewed on 2023/10/20

When it was first implemented as a CRM system, I saw the improvements and advantages compared to...

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.

Graham
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • 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

Prospect CRM Review

Reviewed on 2023/07/10

Excellent - It has increased visibility of customer accounts and how they are performing

Excellent - It has increased visibility of customer accounts and how they are performing

Pros

Integration to existing system was very easy

Cons

Report writing is complex, but it is all there and there is good support from Prospect CRM

Alternatives Considered

Salesforce Sales Cloud
Leo
Leo
Overall rating
  • Industry: Textiles
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

a well controlled CRM

Reviewed on 2023/05/24

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

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

Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Prospect 365 CRM

Reviewed on 2023/01/23

We have been using Prospectsoft CRM for the past 12 years and have recently upgraded to 365. The...

We have been using Prospectsoft CRM for the past 12 years and have recently upgraded to 365. The mitigation work was excellently executed by the team at Prospectsoft and went without a hitch. Very happy with the

Pros

How it integrated with Exchequer, the ease of use as a CRM system, and the reconfigurability of standard documents.

Cons

No dislikes, the system delivers everything we need.

Julian
Overall rating
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Distribution & Marketing for CRM

Reviewed on 2020/09/15

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding...

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals.

Pros

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.

Cons

Further automation & marketing potential.

Reasons for Switching to Prospect CRM

Our greatest requirement was for inventory management with customer and marketing functions seemingly easier to implement with other products rather than visaversa. - A marketing based CRM would still of left us fairly short in operational organisation for distribution.
Larry
Overall rating
  • Industry: Consumer Goods
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Very Knowledgeable and Supportive

Reviewed on 2022/08/31

It has made my job much easier!

It has made my job much easier!

Pros

The RFM makes it easy for me to know where I should be spending most of my time.

Cons

I would make the filtering option a little easier to navigate.

Gary
Overall rating
  • Industry: Building Materials
  • 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

A great addition to our business

Reviewed on 2021/05/21

We started using the Prospect CRM just over 6 months ago and it's added real value to our business...

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. It's an amazing tool for our Sales guys on the road who can now check stock, what price a customer previously paid and other really useful information on there mobiles whilst out and about meaning they're not pestering the office constantly for such information!!!

Pros

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.

Cons

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

Sam
Overall rating
  • Industry: Consumer Electronics
  • 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 9.0 /10

A great all-rounder.

Reviewed on 2022/01/14

Pros

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.

Cons

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

Danny
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II

Reviewed on 2018/04/16

Pros

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.

Cons

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.

Paul
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Prospect

Reviewed on 2022/02/18

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

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

Esther
Overall rating
  • Industry: Food & Beverages
  • 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

Highly Recommend

Reviewed on 2021/07/08

Pros

Prospect has without doubt created a seamless platform for our drinks business where we have greatly benefitted from this fantastic CRM software. It is integrated to Sage and is now central to our daily ordering, stock and invoice system and we wonder how we managed with out it before! 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. From the onset full support is given and the team really know your business. Highly recommend Prospect as a value added tool to any business!

Cons

We really cannot find a fault with this software.

Chris
Overall rating
  • Industry: Logistics & Supply Chain
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Simple but effective CRM

Reviewed on 2020/10/05

using this system has helped us retain and grow our customer base, the speed at which we can obtain...

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.

Pros

how easy it is to use for the sales team, this makes training new starters even easier.

Cons

some limitations on detailed reporting although this is improving with new updates

Laura
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Efficient and Easy!

Reviewed on 2020/10/29

Customer service has been great from start to finish and even the tutorials have been a great...

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.

Pros

love that it is a cloud based CRM which means I can load multiple browsers for multiple projects

Cons

Would be great if there was an App based Prospect

Andrew
Overall rating
  • Industry: Medical Devices
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Prospectsoft ease of use

Reviewed on 2021/08/31

The Prospectsoft software is easy to use and support from Prospectsoft is excellent should you have...

The Prospectsoft software is easy to use and support from Prospectsoft is excellent should you have any queries.

Pros

For the user the product is easy to use and provides you with regular reminders to update and act on information.

Cons

Not had any issues that have not been resolved promptly by Prospectsoft support team

Ashleigh
Overall rating
  • Industry: E-Learning
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Prospect CRM review

Reviewed on 2023/05/10

Easy to use, lots of support offered. Would recommend to everyone.

Easy to use, lots of support offered. Would recommend to everyone.

Pros

Easy to use, lots of reports can be ran. Multiple users available.

Cons

N/A Nothing bad to report on the software

Glen
Overall rating
  • Industry: Automotive
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Solid Online CRM

Reviewed on 2022/04/20

Makes managing customers across multiple points of contact much easier

Makes managing customers across multiple points of contact much easier

Pros

Easy to use in any browser, solid and reliable, very scalable.

Cons

Large feature set can be overwhelming until you get into using it

Selwyn
Overall rating
  • Industry: Automotive
  • 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

Best CRM system

Reviewed on 2023/05/26

it is great for the invoice system we have and it has made easier as a company to get invoices out...

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.

Amanda
Overall rating
  • Industry: Renewables & Environment
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

CRM for Dummies

Reviewed on 2023/06/09

I finally have a tool that makes me more efficient instead of drawing on my time and resources.

I finally have a tool that makes me more efficient instead of drawing on my time and resources.

Pros

Prospect is easy to navigate and I find it very intuitive. The support materials, chat feature, and live trainings are clear, concise, and refreshingly coherent. Using previous CRM's took up my time, Prospect Soft helps me manage my time!

Cons

The only thing I don't like (and I understand the theory as to why) is that you can't duplicate email addresses. And that it seemed so intimidating at first but was surprisingly easy to learn and master.

Katie
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Easy to use on a daily basis

Reviewed on 2021/09/20

Pros

Reporting is easy to set up and clear to understand

Cons

Rounding up individual lines to the nearest £