Prospect CRM Software

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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: £90/month (includes 4 users) - *Most Popular* Professional CRM: £45/user/month (4+ users) - Advanced CRM: £90/user/month (15+ users)

Starting price: 

£90.00 per month

Free trial: 

Available

Free version: 

Not Available

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Account Manager Dashboard

Prospect CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

4.5

Customer support

5

Functionality

5

Showing 1 - 5 of 52 reviews

User Profile

Chetan

Verified reviewer

Company size: 2-10 employees

Industry: Consumer Goods

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

May 2021

Prospect CRM is the nice tool for business sales growth

It was a nice experience while using the Prospect CRM and we recommend to our friends as well.

Pros

It is nice and easy to use software, full functional and has many nice features. Prospect CRM is the awesome sales CRM tool for our brand.

Cons

It's support, we were stucked sometimes, and we were getting responses too late for our queries. Overall, the experience was nice.

Reasons for choosing Prospect CRM

It was cost effective and we have simple user experience as well.

Reasons for switching to Prospect CRM

More Convenient, and cost effective.

Rob

Company size: 11-50 employees

Industry: Construction

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

Reasons 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.

Jaime

Company size: 11-50 employees

Industry: Wholesale

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

Excellent

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.

Pros

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.

Cons

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

Reasons for choosing Prospect CRM

After-sales support and integration with other systems that we use

James

Company size: 2-10 employees

Industry: Health, Wellness and Fitness

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
2

Ease-of-use

out of 5
2

Value for money

out of 5
3

Customer support

out of 5
2

Functionality

out of 5

January 2021

Mixed feelings - plenty of features, but not convinced the basics have been covered

The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them blank. Examples of not covering 'the basics' include the customer type not integrating with the customer type in Unleashed, the inability to search for a sales ledger by company name (instead having to search by code). We do not unfortunately memorise the customer code of all of our customers!). As Prospect has grown, the support offered has become more generic and less personable. The team doesn't seem very joined up. An example of this was a customer relationship manager noticing some 'bugs' during a zoom call (which we were very grateful for), raising a ticket on our behalf, only for the response to the ticket to be a link to the Prospect academy articles.

Pros

The ability to organise our customers into companies, divisions and contacts. The search functionality The reports, and AI aspects.

Cons

This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed. We have had issues with all of these and as a small business, the amount of customisation that is possible is a bit overwhelming without support. We want to spend our time solving our customer's problems with our products, selling items, and operating an efficient business We don't want to spend our time reading endless manuals, articles and trying to navigate around complicated set up processes. The software has felt a bit buggy in places and slow to respond. As a result of this, we have reverted to adding orders using Unleashed, because it is quicker and easier.

Reasons for choosing Prospect CRM

The software seemed more customisable and relevant.

Marcus

Company size: 2-10 employees

Industry: Wholesale

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

Prospect CRM

A very helpful business that set up us quiclly and efficiently and a very easy to use software. Nothing is a problem.

Pros

We liked the way that we could very quickly pick up if any of our customers were dropping off on specific products or overall on sales.

Cons

A bit slow to ollect the data from sage 50

Reasons for switching to Prospect CRM

We needed to se if customers were dropping off on sales

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