# Prospect CRM Software Reviews, Demo & Pricing - 2026 > Review of Prospect CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/prospectsoft-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Prospect CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/prospectsoft-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/prospectsoft-profile/alternatives/) # Prospect CRM 2026: Benefits, Features & Pricing Wondering if Prospect CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Prospect CRM 4.8 [(141)](https://www.softwareadvice.com/crm/prospectsoft-profile/reviews/) 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... do it all—faster and smarter. Key Features: 🧾 Stock-Aware CRM – Live quoting with real-time inventory visibility 📈 Built-in Dashboards & Reporting – Visual analytics for smarter decisions 🎯 RFM Customer Analysis – Segment and target customers effectively 🛒 Quick Order Entry – Streamlined workflows that save time 👥 Team Collaboration Tools – Keep your sales and support teams aligned Why Users Choose Prospect CRM: 💬 Top-Quality Support – Mentioned in 120+ reviews, our support team is consistently rated as outstanding 🧭 User-Friendly Interface – Designed for non-technical users, praised for simplicity and ease of use 🔌 Seamless Integrations – “Like a hand in a glove” with platforms like Unleashed, Xero, and more 📚 First-Class Onboarding – Setup and training that exceeds expectations Prospect CRM is part of the ERP division at The Access Group, trusted by thousands of B2B product businesses worldwide to maximise customer lifetime value. Wondering if Prospect CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Prospect CRM User Interface ## Popular Prospect CRM Alternatives Main Product Prospect CRM 4.8 [(141)](https://www.softwareadvice.com/crm/prospectsoft-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.59Value for money - 4.80Customer support - 4.70Functionality Pricing Starting at £177.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4463)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(596)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(731)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Workflow Automation ## Prospect CRM Integrations Unleashed Integration rated 4.8 from 13 reviews Xero Integration rated undefined from -1 review Cin7 Core Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review Microsoft Power BI Integration rated undefined from -1 review Cin7 Omni Integration rated undefined from -1 review See all 17 integrations ## Prospect CRM User Reviews Overall Rating 4.8 Ratings Breakdown 5 87% 4 9% 3 1% 2 0% 1 2% 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 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More KM Kathy M. Verified reviewer Cosmetics 11-50 employees Used daily for less than 2 years Review source Reviewed August 2025 HIGHLY RECOMMEND 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More BB Bielle B. Verified reviewer Retail 51-200 employees Used weekly for less than 12 months Review source Reviewed February 2026 Implementation Failed. System Never Became Operational 1 Our overall experience was extremely time-consuming with no functional outcome. We invested significant internal resources attempting to implement Prospect into a live wholesale environment, engaging in multiple meetings, support cycles, and workarounds over several months. Despite this effort, the platform never reached a point where it could reliably support day-to-day operations. A CRM should simplify workflows and provide confidence in data and decision-making. In our case, it added complexity and operational risk instead. We are now seeking termination after an unsuccessful implementation. I would strongly recommend that businesses thoroughly test real operational workflows and integrations before committing. Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: The underlying idea behind the platform is good, and the team was consistently polite and responsive during support interactions. The vision of creating a CRM layer specifically for wholesale businesses is compelling in theory. Cons: Unfortunately, the system never became operationally reliable despite several months of onboarding and troubleshooting. Core functionality required for daily use was not working as expected, particularly sales order workflows and syncing with CIN7. Account data was inconsistent, records duplicated or missing, and reporting could not be trusted without cross-checking against other systems. Instead of reducing administrative workload, the platform introduced additional manual processes while we waited for unresolved fixes. For a CRM intended to sit at the centre of wholesale operations, this made adoption impossible. Reasons for choosing Prospect CRM very compelling, but inaccurate sales pitch Read More PA 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. 5 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 5 Ease of use 4 Value for money 5 Customer support 5 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. Read More CW 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. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JW John W. Verified reviewer Wholesale 11-50 employees Used daily for more than 2 years Review source Reviewed June 2025 Wholesale Distribution 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More SJ 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More AW 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More AB 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More JA Jeffery A. Verified reviewer Consumer Services 11-50 employees Used daily for less than 12 months Review source Reviewed June 2025 Very good but room for improvement 4 I struggled with it initially but recently I have been getting used to it and I think with a bit more practice, it could be very crucial working alongside unleashed Ratings Breakdown 3 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: I like it’s integration system with unleashed and also how it offers a wide range of reporting system especially with the sales pipeline. Cons: It’s not very user friendly to look at. Especially when creating quotations, compared to others like unleashed and quickbooks desktop, information is much more easy on the eyes Read More Showing 1 - 10 of 141 Reviews [See All Reviews](https://www.softwareadvice.com/crm/prospectsoft-profile/reviews/) ## Prospect CRM Popular Comparisons [HubSpot CRM vs Prospect CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/198565-prospectsoft/)[Salesforce Sales Cloud vs Prospect CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/198565-prospectsoft/)[Zoho CRM vs Prospect CRM](https://www.softwareadvice.com/crm/prospectsoft-profile/vs/zoho-crm/)[Kylas Sales CRM vs Prospect CRM](https://www.softwareadvice.com/marketing/kylas-profile/vs/prospectsoft/)[Bigin by Zoho CRM vs Prospect CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/prospectsoft/)[Ploomes CRM vs Prospect CRM](https://www.softwareadvice.com/compare/198565-prospectsoft/vs/449937-Ploomes/)[eWay-CRM vs Prospect CRM](https://www.softwareadvice.com/crm/eway-profile/vs/prospectsoft/)[Dynamics 365 vs Prospect CRM](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/198565-prospectsoft/)[Pipedrive vs Prospect CRM](https://www.softwareadvice.com/crm/pipedrive-profile/vs/prospectsoft/) [Compare All Alternatives](https://www.softwareadvice.com/crm/prospectsoft-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (245) Recently recommended **121** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **116** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **77** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **67** times Stuck Between Options? 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