Prospect CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Prospect CRM

4.8

(140)

Pricing

Starting at £177.00 per month

About Prospect CRM

Prospect CRM is the #1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who sell products from stock. If your business uses inventory and accounting platforms like Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, or Pegasus Opera, Prospect CRM is designed to help you quote more accurately, sell more efficiently, and support customers brilliantly.

With seamless integrations to your back-office systems, Prospect CRM ensures your sales team never quotes on stock you don’t have. It connects your inventory, customer, and financial data in real time, giving your team the insights they need to win new business and grow existing accounts.

Rated 4.6/5 across platforms like Trustpilot, Capterra, G2, and GetApp, Prospect CRM is consistently praised for its exceptional customer service, intuitive design, and powerful reporting tools. Customers describe it as “simple to navigate,” “like a hand in a glove,” and “an essential tool” for their business.

Whether you're tracking leads, managing pipelines, segmenting customers with RFM analysis, or generating live quotes with stock data, Prospect CRM helps you...

Prospect CRM Screenshots

Prospect CRM Pricing and Plans

Starting price: £177.00 per month

Free Trial

Free Version

Start-up CRM

£177.00

flat rate, per month

Plan includes:

4 Users
DEAR Integration
Quickbooks Integration
Tradegecko Integration
Unleashed Integration
Xero Integration

Professional CRM

£351.00

flat rate, per month

Plan includes:

4+ Users
Access Dimensions Integration
Cin7 Integration
Exchequer Enterprise Integration
Pegasus Opera II/III Integration

Advanced CRM

£1,933.00

flat rate, per month

Plan includes:

15+ Users
Custom Delivery Charge Calculations
Custom ERP Integrations
SAP Integration

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Prospect CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Prospect CRM
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Calendar/Reminder System
Call Logging
Campaign Management
Collaboration Tools
Commenting/Notes
Contact Management
CRM
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Marketing
Email Templates
Forecasting
For Small Businesses
Interaction Tracking
Inventory Management
Leaderboards
Lead Generation
Lead Management
Lead Qualification
Live Chat
Marketing Automation
MES
Mobile Access
Opportunity Management
Order Entry
Order Management
Performance Metrics
Pipeline Management
Process/Workflow Automation
Purchase Order Management
Real-Time Data
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Returns Management
Sales Forecasting
Sales Order Management
Sales Reports
Search/Filter
Shipping Management
Social Media Integration
Third-Party Integrations

Prospect CRM Integrations

Unleashed

Integration rated 4.8 from 13 reviews

Xero

Cin7 Core

Microsoft 365

Microsoft Power BI

Cin7 Omni

See all 17 integrations

Prospect CRM User Reviews

Overall Rating

4.8

Ratings Breakdown

88%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.8

Functionality

4.7

Devin B.

Verified reviewer

Wholesale

2-10 employees

Used daily for less than 12 months

Review source

Reviewed May 2022

Simple, Intuitive and Customizable

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our company Becker First Responder Co. found Prospectsoft Ltd as we we were in the search for a new inventory system. We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We have been tremendously impressed by the implementation team as we set the entire system up. As we rolled out the new inventory system, adding Prospectsoft into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customize the platform to make it work for our unique terminology and process. The entire team has been tremendously helpful and would highly recommend.

Cons:

Prospect Soft is a UK based company so as we are based in the USA the support hours are not during our working hours.

Reasons for choosing Prospect CRM

Integrations

Reasons for switching to Prospect CRM

We switched inventory systems and wanted full integrated CRM

Kathy M.

Verified reviewer

Cosmetics

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2025

HIGHLY RECOMMEND

Prospect CRM has been a game-changer for our team! The integration with our inventory and sales systems is seamless. We are extremely satisfied with all aspects of this platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have been using Prospect CRM for quite awhile now, and it's made a huge difference on how we manage customer relationships and track sales. The interface is user-friendly and the support team is super responsive and helpful. Highly recommended for any business looking to stay organized and grow!

Cons:

Overall, Prospect CRM is a robust tool as it currently stands. The most minor change I would recommend is to change the date format for Unites States companies to reflect month/day/year in tasks.

Reasons for switching to Prospect CRM

The decision was made by upper management to change systems.

Chris D.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2020

This software makes things take longer, not less time

It is a decent piece of software for those who need the features it offers, but for those who just want to create quotes and orders it increases rather than reduces your workload.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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

Cons:

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.

Reasons for choosing Prospect CRM

The price was cheaper.

Vendor Response

Hi Chris, Thanks for your feedback, and the five stars you gave for our customer support - we appreciate that. But we also appreciate you taking the time to provide details of your challenges. I have spoken to our Support team on your behalf, and there are definitely faster ways for you to perform some of the tasks you've listed, including fully automated PDF'ing of quote documents. However, to make sure you're getting the most from the system, a senior member of our Customer Success team will be reaching out to you shortly. Thank you again, The Prospect Team

Replied December 2020

Des T.

Verified reviewer

Construction

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2024

Best CRM integration I've had

Very good but find the CRM but a little complicated for me. Quite costly for a small business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The interlinking with unleashed is very good. It also integrates with Xero. The CRM we find is excellent and reporting is good. I haven't been using it for much more than 6 months so have not got my head round everything yet but mostly its reasonable to navigate. Pipeline system is good and reminders per sales person in fine. This is the first cloud base CRM system we've had and its excellent when on the road for sales to be able to look up info & sales on any customer and record sales visits info immediately.

Cons:

Operating some of the setups is tricky like email footers which I thought was done but when emails sent from prospect I find its not as expected. You can't see exactly how its going to turn out when sending from prospect. I find its easier to send from outlook and copy prospect in. Some things are not as straight forward to set up as you would like. Training they give is very quick and hard to take in as quick as it comes.

Reasons for choosing Prospect CRM

It integrated the best it seemed which is what we wanted & had features we needed.

Reasons for switching to Prospect CRM

To integrate with Xero & unleashed so it was all available for sales people on the road. Also so everything is stored in one place.

Peter A.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed November 2024

Probably the best CRM for trade distributors and wholesalers.

It has been a long project integrating with our Cin7 inventory system, testing and tweaking to get everything as needed. Prospectsoft have been super responsive throughout this journey and have accommodated all of our needs and enhancement requests where possible.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Designed for repeat business from customers rather than single projects. As a technology distributor selling to trade customers, this is critical.

Cons:

Lack of ability to customise dashboards, but that is a very minor gripe.

Reasons for choosing Prospect CRM

Designed for our business. Repeat business from regular buying accounts.

Collette W.

Verified reviewer

Nanotechnology

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2024

Great software! Very pleased to be a customer.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I was impressed with our Onboarding package and was very pleased this was an option. I felt supported during the transition. I like the integration with Unleashed. I look forward to utilising more and more of its reporting and algorithm functions to help me start being able to create forecasts for my business and tailor my sales strategies - I believe Prospect capabilities will prove very useful . I also really like the AI help chat bot which very often genuinely solves your query but if not, a real person is able to assist.

Cons:

It does have a lot of functions and configurations which can seem overwhelming. I wish I had more time to delve deeper into the guides and webinars. There is some juggling required with duplicates from Unleashed also which with more use should be clearer how to navigate this.

Reasons for switching to Prospect CRM

I felt it wasn't as suitable for a manufacturing business or link to Unleashed.

John W.

Verified reviewer

Wholesale

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2025

Wholesale Distribution

We have been using Prospect CRM for a number of years. It is great at the basic stuff and we keep adding to the areas we are using it. We now have a returns system that is functioning through the "Problem" side of the system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The user friendly software that is simple and quick to navigate around. No need to pause and save information, it logs the information you put in as you go. The search function is quick and effective find customers by Employee or company name/number. From the sales side the addition of the "Magic Matrix" was great, I had something similar running in Excel and this is now redundant. The reporting is quick and easy, and can be adjusted to pull the information you need out of the system in a flash.

Cons:

We struggle with the quoting side as some of the links and the way it is reported to Unleashed are not reliable but, that is something we are working on.

Stuart J.

Verified reviewer

Electrical/ Electronic Manufacturing

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2025

Prospect works for us

Having worked in several companies, some using Excel as its database and still is after 20 years, (very frustrating) and also using CRM's such as SAP, Workday, Monday.com and ACT, Prospect is easily the best most intuitive system and adaptable to to the needs of the whole team, totally recommend it 100%

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, very intuitive, very adaptable, we have our diaries, meeting notes, customer database, sales pipeline, quotes etc, very easy to use, please don't change it.

Cons:

Slight issues with picking up sales data from our internal system, but all sorted now, main issue was not Prospect but our internal sales system.

Andrew W.

Verified reviewer

Business Supplies and Equipment

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2025

Prospect does it for Exquisite Refreshments

We have fully embraced the system and integrated it another access product which is unleashed. Both products together have allowed our start up businesses to be successful in our first year of trading. Without it we would have struggled. Well worth the investment for any small or medium size business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Prospect CRM is ideal for our small business. It is versatile, easy to use and has excellent reporting capabilities. We particularly like the ability to Tailor the content to our business. The support is excellent and after a year of working with it it is an essential tool to helping us reach our targets, but more especially that of our customers.

Cons:

Believe it or not I have not come across any big issues. We reviewed many CRM systems and by far this is the best and most cost effective one currently on the market. Though we did have an issue with initial enquiries and actually getting someone to contact us and talk us through the benefits and sign us up. We had to pursue and Chase which initially put us off is if this was the level of support at the beginning then what happens after we signed. But we were wrong once signed the level of support has been tremendous. Thank you [sensitive content hidden] for being our onboard consultant. Without you we wouldn’t have had such a fantastic insight into the power and capability of the system.

Adrian B.

Verified reviewer

Medical Devices

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2025

Prospect CRM is an asset

Prospect CRM has helped out the office enormously streamlining the way we arrange details and data for all the reports needed to ensure the department runs efficiently and smoothly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My experiences of the software on the whole have been really helpful. The way it has arranged the storage of data and product information/details is second to none and always reliable.

Cons:

In all the times I have used the CRM I have no gripes. Although if they do appear in the future I will certainly let you know.

Showing 1 - 10 of 140 Reviews

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