Prospect CRM

RATING:

4.8

(118)

About Prospect CRM

Prospect CRM is a cloud-based solution that helps businesses in the manufacturing, wholesale and distribution industries manage leads and streamline quoting processes. Professionals can store customers’ contacts in a centralized database and maintain a record of sales interactions for future reference. Prospect CRM allows organizations to record customers’ queries as tickets and automatically route them to customer service, warehousing and accounting teams. Managers can create tasks and track their status as ‘upcoming’ or ‘overdue’ on a centralized platform. Additionally, it lets users record and access interaction notes according to requirements. Prospect CRM enables businesses to integrate the platform with various third-party applications, such as Xero, Unleashed S...

Prospect CRM Pricing

- Start-Up CRM: £161/month (includes 4 users) - *Most Popular* Professional CRM: £318/month (includes 4 users) - Advanced CRM: £1759/month (includes 15 users)

Starting price: 

£161.00 per month

Free trial: 

Available

Free version: 

Not Available

Account Manager Dashboard
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Prospect CRM Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Prospect CRM

1 - 5 of 118 Reviews

User Profile

Stewart

Verified reviewer

Electrical/Electronic Manufacturing, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Best CRM by far

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.

PROS

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

CONS

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.

Reasons for switching to Prospect CRM

Better integration options

Austin

Wholesale, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2022

B2B - This is your CRM.

It helped us grow sales.

PROS

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.

CONS

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.

Reason for choosing Prospect CRM

b2b reporting and functinality. Specifically, tracking and segmenting of current customers.

Reasons for switching to Prospect CRM

Needed specific B2B functions that were not natively present in other CRMs and would have cost a lot to switch. Also, it was very important that our CRM communicate with our accounting software.

User Profile

Chris

Verified reviewer

Health, Wellness and Fitness, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

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.

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.

Reason 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

Haba

Newspapers, 2-10 employees

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

High efficacy CRM

Liked the platform, support was great but the price was not for us.

PROS

It was easy to use from the first day. Very intuitive and easy to use UI. Integration with Xero and Sage were great and helped the company a lot.

CONS

Price is a little high, liked the platform but is not for our small business ...

Rob

Construction, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Implementation in a growing company

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

PROS

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.

CONS

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.

Reason for choosing Prospect CRM

1. Their people are accessible and knowledgeable. We speak directly with them and the same group of people all the time. They know us and our business. 2. We're a building product manufacturer. They demonstrated right off they understood our industry and software is well-designed for manufacturing and the construction sector.