--- title: "Prospect CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Prospect CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Prospect CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/prospectsoft-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Prospect CRM](https://www.softwareadvice.com/crm/prospectsoft-profile/) / Prospect CRM Reviews 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](https://www.softwareadvice.com/crm/prospectsoft-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/prospectsoft-profile/alternatives/) # Prospect CRM User Reviews ## Reviews summary - Overall rating: 4.8/5 - Total reviews: 142 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.8/5 - Value for money: 4.6/5 - Functionality: 4.7/5 ### Rating distribution - 5 stars: 123 reviews (87%) - 4 stars: 13 reviews (9%) - 3 stars: 2 reviews (1%) - 2 stars: 0 reviews (0%) - 1 star: 4 reviews (3%) ### Most mentioned pros - The customization options allow us to tailor it to our specific business needs, which has been a huge advantage in staying organized and improving our overall workflow. - Prospect CRM is very good with issuing quotations & it works well with Sage 50. And very easy for reminders, love the dashboard as it give a great summary, search works great & give all the infor required, etc. - A CRM should simplify workflows and provide confidence in data and decision-making. ### Most mentioned cons - Account data was inconsistent, records duplicated or missing, and reporting could not be trusted without cross-checking against other systems. - Unfortunately, the system never became operationally reliable despite several months of onboarding and troubleshooting. - Training they give is very quick and hard to take in as quick as it comes. ## Prospect CRM customer reviews Showing reviews 1-25 of 142 (page 1). ### Simple, Intuitive and Customizable - Overall rating: 5/5 - Reviewer: Devin B. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### HIGHLY RECOMMEND - Overall rating: 5/5 - Reviewer: Kathy M. - Verified reviewer: Yes - Industry: Cosmetics - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Worst CRM platform I have used - Overall rating: 1/5 - Reviewer: Tandia W. - Verified reviewer: Yes - Industry: Alternative Medicine - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2026 - Review source details: This review was submitted organically. No incentive was offered Terrible, worse platform I have ever used and we spent so long setting everything up for nothing to work and the accounts team just kept charging us invoices and we couldn't even use the platform #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Nothing - a terrible platform to use - so many bugs. #### Cons The customer service is terrible, no one responds to your emails. --- ### Wholesale Distribution - Overall rating: 5/5 - Reviewer: John W. - Verified reviewer: Yes - Industry: Wholesale - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Prospect works for us - Overall rating: 5/5 - Reviewer: Stuart J. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Implementation Failed. System Never Became Operational - Overall rating: 1/5 - Reviewer: Bielle B. - Verified reviewer: Yes - Industry: Retail - Company size: 51-200 employees - Product usage: Used weekly for less than 12 months - Reviewed: February 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### 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 --- ### Prospect does it for Exquisite Refreshments - Overall rating: 5/5 - Reviewer: Andrew W. - Verified reviewer: Yes - Industry: Business Supplies and Equipment - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Prospect CRM is an asset - Overall rating: 5/5 - Reviewer: Adrian B. - Verified reviewer: Yes - Industry: Medical Devices - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Very good but room for improvement - Overall rating: 4/5 - Reviewer: Jeffery A. - Verified reviewer: Yes - Industry: Consumer Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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 --- ### One of the best CRM - Overall rating: 5/5 - Reviewer: Shanta P. - Verified reviewer: Yes - Industry: Security and Investigations - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered Great, very easy to use and provides a lot of information with a touch of a button. And I am saying this without using Prospect CRM to the fullest capacity. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Prospect CRM is very good with issuing quotations & it works well with Sage 50. And very easy for reminders, love the dashboard as it give a great summary, search works great & give all the infor required, etc. #### Cons Not many. It would be nice if changes on Sage 50 after account opened could be transferred to Prospect. --- ### Great CRM - Would recommend to any small or startup business wanting to analyse data. - Overall rating: 5/5 - Reviewer: Philip L. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: September 2024 - Review source details: This review was submitted organically. No incentive was offered Really good. The onboarding team, [sensitive content hidden] were great. This is our first time at using an in depth CRM such as Prospect and the team were great at showing us around. The support team, once onboard, are also great being really helpful with all the various questions we have. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Great analytics, fairly easy to use. Good layout. #### Cons Not a lot really. Was a bit daunting at first but this eased off as we got used to it. #### Reasons for choosing Prospect CRM More in depth than Capsule with more features for us to analyse our data. --- ### Great product even for a service lead client - Overall rating: 5/5 - Reviewer: Roxanne C. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered It has been a lifesaver for us as a service lead business and the team have really assisted to make it work for us although the platform is ideally for a stock based business. Thankyou for all the great support, the platform has made my job so much easier From [sensitive content hidden] and Roxanne - MDEL #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use, everything is trackable and you can assign tasks and follow up's which are great. The task section is easy to read and I personally use it as a to do list #### Cons As far as we are concerned it does everything we need it to at this stage #### Reasons for switching to Prospect CRM we were missing jobs/invoices and other valuable items --- ### MEC Medical Ltd - Overall rating: 5/5 - Reviewer: Nicholas A. - Verified reviewer: Yes - Industry: Medical Devices - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered Very positive overall. The system is simple for the areas I require it. It provides a clear view of a range of clients accounts and details, vital in my role as sales. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer support is always top quality & the system is very simple to navigate around. #### Cons Sending emails on there looks complicated vs just emailing on your normal account. --- ### The perfect platform - Overall rating: 5/5 - Reviewer: Andy C. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered I have only been using it for a month, but it's far better than our last CRM and I'm looking forward to getting to know it better. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use, simplicity and intuitive features. #### Cons Navigating around the different screens, but it's early days, so I'm sure it will get better. --- ### Great system for managing your business activity - Overall rating: 5/5 - Reviewer: Jonny H. - Verified reviewer: Yes - Industry: Chemicals - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered Good all round experience with a great user friendly system. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros 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. #### Cons Nothing at all really as has most functions that are required for effective management and delivery of my ongoing activities. --- ### The BEST CRM Software/ - Overall rating: 5/5 - Reviewer: Clare B. - Verified reviewer: Yes - Industry: Food Production - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons I really struggle to fill out this box. I am yet to have a band experience with Prospect, it's simply great! --- ### Great tool to build our small company - Overall rating: 5/5 - Reviewer: Barry K. - Verified reviewer: Yes - Industry: Food Production - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered It's a great sales tool for the small business wanting to take the next step with digital processes. Their design facilitates one-on-one sales contacts and follow-up. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Configuration options Tech support quality and response time Aggressive new feature development #### Cons Backend database update bulk tools not always fully functional and intuitive --- ### Best CRM system - Overall rating: 5/5 - Reviewer: Selwyn C. - Verified reviewer: Yes - Industry: Automotive - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Efficient and Easy! - Overall rating: 5/5 - Reviewer: Laura W. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### CRM for Dummies - Overall rating: 5/5 - Reviewer: Amanda E. - Verified reviewer: Yes - Industry: Renewables & Environment - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2023 - Review source details: This review was submitted organically. No incentive was offered I finally have a tool that makes me more efficient instead of drawing on my time and resources. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing Prospect CRM n/a #### Reasons for switching to Prospect CRM We grew out of our previous system --- ### All in a day's work! - Overall rating: 5/5 - Reviewer: Martin B. - Verified reviewer: Yes - Industry: Chemicals - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2022 - Review source details: This review was submitted organically. No incentive was offered Brilliant! All departments communication has improved 100% #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Everything easy to access on one page. All departments can keep on top of progress. #### Cons Small things like going back to pages from top rather than where you have scrolled to. #### Reasons for switching to Prospect CRM Poor layout and options --- ### Prospect - Overall rating: 5/5 - Reviewer: Paul F. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2022 - Review source details: This review was submitted organically. No incentive was offered Fantastic software with a friendly, helpful and capable support team. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Prospect 365 CRM - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2023 - Review source details: This review was submitted organically. No incentive was offered 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 #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### How all software should be - Overall rating: 5/5 - Reviewer: Adam S. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2023 - Review source details: This review was submitted organically. No incentive was offered We were looking for a CRM tool to help manage and grow our B2B business. We were recommended Prospect by another company. The rfm matrix was the best sales feature, as soon as I saw it I knew this was the tool for us #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Takes data and turns it into information in a quick, easy to understand way #### Cons We haven't found anything negative yet but will keep looking --- ### Great option for small business and great support - Overall rating: 4/5 - Reviewer: Andy B. - Verified reviewer: Yes - Industry: Printing - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2022 - Review source details: This review was submitted organically. No incentive was offered Very pleased with the product and the customer on boarding helped all the team until we were comfortable with the site. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Add in task across the company and sorting customers problems out in the same way how you would sell to them. #### Cons adding notes to a customer profile and the sales process sometimes could get missed if it not placed in the current live opportunity ## More reviews [Next reviews](https://www.softwareadvice.com/crm/prospectsoft-profile/reviews/?page=2) --- Prospect CRM Reviews, Pros and Cons - 2026 Software Advice