Prospect CRM Reviews

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

Objectively I have not found any type of failure that makes me consider a change or something that I dislike

Ease of use, adaptability and well-versed software that is great for all levels, beginner to advanced. Toos out the money yo might spend on training, you barely need it with Prospect! I have used multiple CRM platforms in my career and find them all to be buggy and unstable. Prospect takes a handle on self-learning at times, catching flaws before you can make them happen. In the end, as long as the person knows how to build contacts and close an opportunity, you are going to still end up with a great enterprise sales forecasting tool. Anyone could pick this up and run with it, making it the best CRM for large corporations who might need to adjust for different learning environments on each user.

The ability to mask internal resources. The point of a CRM is to share how we are all doing, creating proper forecasting to the sales team, not just management. With this feature on, the sales team might be blind until the next update.

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.

It has tripled my business and saved me a lot of headaches .

None . I haven’t had any issues at all with it .

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.

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.

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

there is nothing that I feels needs inclusion in this box

The ability to build and track sales processes

Setting things up was a little tough for us, but we also didn't come with a lot of CRM experience.

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.

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

Easy navigation and great interaction with external mail systems and works off mobile internet for ease of updating system there and then at time of any relevant activity or notification.

Nothing at all really as has most functions that are required for effective management and delivery of my ongoing activities.

Prospect has been a very impactful addition for our sales organization thus far. It has enabled quicker decision making and more organization. The support team has also been incredibly helpful.

There was a slight learning curve but the support team helped answer any and all questions that our team had.

Easy to use and the RFM is a fantastic tool for the team

In my opinion onboarding could have been quicker. It was a slow start but this was mostly to do with unfortunate cancellations of training meetings.

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.

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!

Follow ups are very easy to set and its very easy to track customer spend. The automated customer profiling is brilliant as it flags up waning customers long before they may drop off completely so you are able to step in and prevent it in good time.

Previous customer orders are not displayed that clearly. Although all items are all in the list, unless you have the order date clearly shown it seems like they are all rolled into one.

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.

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

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

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.