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.