10/10. Product, training, and all aspects are second to none. I can remember the first Outlook add ins from Dynamics. I have used M Dynamics, Sales Force, Zoom (I think), Smartsheets, and now this. Prospect is by far the best if you are actually selling stock that exists.

It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business

Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer.

It helped us grow sales.

4.5 out of 5 stars. Prospect soft is the best CRM for B2B sales: period. That said, they are still improving the CRM and releasing updates every 2 weeks based on community feedback. Does the CRM do everything you would hope: no, but those things are in the pipeline. Does the CRM do 90% of what you need better than everyone else. Yes! Prospect is particularly strong at tracking customer changes in habits. Has one of your loyal customers went too long without purchase: you will know. Is a particular category underperforming amongst customers on the West Coast, Prospect will let you know. Prospect is first and foremost a customer relationship management tool and second a lead management tool. Most CRMs are merely for tracking leads and closing sales. B2B is different and needs a different CRM. We need to know our customers habits, trends, etc. in order to maximize sales and this is where Prospect stands head and shoulders above the rest. If you are B2B - get this CRM. If it's missing a feature you want, just wait: it will be added soon as they do an EXCEPTIONAL job of listening to and responding to customers and making the CRM better.

The hierarchy structure of the CRM is both is best feature, and, at times, it's most annoying depending on the type of customers you work with. There is a slight learning curve here but once your team is used to it, it works very well.

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.

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.

Great. Our quoting, follow up, analytics and overall management are at a whole new level.

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.

Overall, excellent experience thus far with Prospect CRM. It has solved headaches from multiple roles within our company that have seem to really tie in some bigger ideas that we seemed stuck on before. We are excited to continue our partnership with Prospect!

In out short time frame from the launch of using this software, we have already found that it has easily bridged gaps to problems we longed for solutions for. This includes small details tracking through pipelines, lapsed customers, and detailed sales tracking on numerous aspects.

I love to simplicity of it. The learning curve is small and the training was bountiful. Once we gained a rudimentary level of understanding, we were able to navigate quickly. I will also add, as impressed as we are, I will admit we have not yet tapped into the full potential Prospect can provide us.

Overall, the experience with ProspectSoft and been really great, I love how the system is constantly been updated with new features. Also, I love the chat facility thats available, this has come in so handy because I can ask a question and then get on with something else while I wait for a response, they always respond within 10 mins of me asking and they are a really great customer service/support team.

One of the features I like the most is the RFM Analysis, this makes customer calls so easy and helps me to know exactly who I need to call first who may be at risk of slipping away. Also, the way the system integrates so well with Unleashed makes it really easy to work with.

To start with I had some small issues with the speed of the system however this was something to do with my computer and not directly linked to the system, once this was sorted everything worked great.

Moderate -advanced user, tracking a network of dealers and overseeing regional sales for a world distribution tech firm.

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.

Very happy to use this software. Well put together and designed

Easy of use and the user interface. Easy to navigate

Doesn't make coffee. It ticks all my boxes

As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb and flow, I can safely say that Prospect CRM has really streamlined our approach and really allows us to manage our customers more effectively.

I like how easy it is to use and how it integrates with other systems we use for manufacturing. I am able to qualify leads set tasks and get a real snapshot of the business as well as track inventory and look at peaks and troughs.

We had a few teething issues which were sorted out by the Prospectsoft Team all in all we have not come across any cons.

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

A little over two years with Prospect CRM and everything is in a really good place, the working relationship and support offered is key to this.

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.

Overwhelmingly positive. Although it would have been good to have had more free onboarding time.

Interfaces nicely with Unleashed and we had the two before they were both owned by Access. Easy to use, even for our grads...

Having to move in and out of pages to navigate quicker... and not being able to access Opportunities without going to the master owner, instead of the company. One has to go through the CRM logic to get round things. I am sure they are working on a workround. It lacks intuition

due to the customisation ability i am making the system to what i want so this has been a key benefit keeping it growing through the business and becoming another employee

able to personalise it to our business needs is great, we make the fields we want to track, report on the info we want to see, give KPI feedback and link up easily to all the dashboards we require to monitor the overall business

no real issues so far to comment on, we have a different blue for our company, maybe a nice benefit to change to match the company blue :)

Keeping track of many enquiries that often take 6 - 24 months to result in a sale. Good product control (some 20,000 products). Personal contact with senior staff when required.

Seamless integration with our (Exchequer) accounting system. Very easy to use & understand interface which can be readilt customised to suit our requirements.

Generally somewhat slow implementation of custom requirement although a highly technical API interface was fast tracked to meet our sudden need.

Prospect CRM are an integral part of our business, without the CRM we would not able to trade, reliability is great and so is the service desk when things do go wrong.

You don't have to be an IT expert to be able to make small changes to the CRM software/portal where customers purchase our products - ease of use. Easy integration into Sage 50 and Stripe payment software really helps.

We do not have specific things we do not like about this product.

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.

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

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

No dislikes, the system delivers everything we need.

Very impressed

Funnel and flywheel is a no brainier, the ease of use is also very good

Where to add individual client prices.

CRM helps me manage customer relationships naturally.

Really good programme, it is really self-intuitive. I have used several CRM systems over the years but this is my favourite.

I still haven't really got to grips with the reporting side of things, i know there is online tutorials but its having the time to sit and go through them.

The layout is clean with an intuitive interface. I can easily add, update or remove customer information.

Depending on your internet connection, sometimes it doesn't save when you update information. I guess it is one of the cons of using a browser based system.

From a management point of view, the CRM provides me with everything I need to manage and review our sales pipeline.

Some of the features are a little heavy for our business requirements, it would also benefit from an App.

Makes doing my job a whole lot easier

Easy to use and never goes wrong, gives me all the information i need

Dont have anything negative from my point of view does what i need it do do

Overall we have found Prospect to be a fantastic tool for our operation - it has shown us new ways of doing and helped us continue to grow and meet the needs of our customers.

We added Prospect to our business system with a view to increase our management of our sales and marketing efforts. prospect proved to be a great addition and easily integrated with our existing Xero & Unleashed systems.

At present we have found no problems with using Prospect. We are still learning, finding new features and ways of doing.

Watching the performance of our sales teams improve, the quality of work and service improve and productivity too!

Custom reports to identify the most likely candidates, autodial tie-ins to improve efficiency, full end to end quote tracking. Recall and reminders. Almost every aspect has been well thought through and executed,

The user interface and customer search system can seem a little counter intuitive to new users. But basic training and they are up and running in no time.

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.