Prospect, the Stock-Aware CRM

Prospect, the Stock-Aware CRM

by ProspectSoft

Who Uses Prospect, the Stock-Aware CRM?

Wholesalers, Distributors & Manufacturers who need to manage B2B products, prices, inventory & stock info and use Sage 50, Exchequer, Pegasus, Access, Unleashed or Xero as their back-office system.

What Is Prospect, the Stock-Aware CRM?

If you sell products from stock B2B and use one of the following accounting/inventory systems, then Prospect Stock-Aware CRM is the only CRM you need:

Unleashed Inventory,
Xero,
Sage 50,
Exchequer,
Access Dimensions.

Prospect Stock-Aware CRM - the top CRM for Wholesalers, Distributors & Manufacturers.

Prospect, the Stock-Aware CRM Details

ProspectSoft

http://www.prospectsoft.com/

Founded 2002

Prospect, the Stock-Aware CRM Pricing Overview

Prospect, the Stock-Aware CRM starts at US$24.00/month. Prospect, the Stock-Aware CRM does not have a free version but does offer a free trial. See additional pricing details for Prospect, the Stock-Aware CRM below.

Starting Price

US$24.00/month
See pricing details

Pricing Details

Starts at £20 per user per month. Most popular option is £45 p/user/month.

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

Prospect, the Stock-Aware CRM Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management
Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management
Cataloguing / Categorisation
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal

Prospect, the Stock-Aware CRM Reviews

Showing 5 of 15 reviews

Overall
4.7/5
Ease of Use
4.8/5
Customer Service
4.7/5
Features
4.7/5
Value for Money
4.7/5

10 years and counting

Reviewed on 30/01/2019
Jethro L.
IT and eCommerce Manager
Sporting Goods, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Sales order entry and viewing stock levels is difficult in all the accounting systems we have used. We intially installed Prospectsoft CRM in order to make those tasks easy, which it has done. We are also now taking advantage of the customer relationship pieces, like note taking, lead tracking and problem management.

Pros: Quick order entry functions, clear visibility of inventory data and integration to our back office

Cons: Many things in the past, but Prospectsoft have fixed all those. There are things now which we want changing, but they are logged in an ideas portal and we have an understanding of how long they may take to make it into the live product.

Vendor Response

by ProspectSoft on 08/02/2019

Thanks for your feedback. We love good news stories. We also appreciate all your feedback in the ideas portal. Your product suggestions will help us to do a better and better job at meeting the needs of our b2b distribution & wholesale customers. Thank you.

Honestly great stuff

Reviewed on 01/07/2019
Rufus C.
Head of telesales
Food & Beverages, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Great experience all round, and fantastic support

Pros: There are a few words that jump to mind with Prospect soft365 , key words that were the same frustrations I had with my previous systems.
Ease of use - Quick and SO user friendly, adaptable and as a HOD the best thing it was easy for my team to pick up and work effectively on within a week. Win for us!
Customer satisfaction - this is now so measurable we have a more direct link to our customers and a clearer view of orders and relationships. Another win!
Support - Every single call to their centre is answered professionally and swiftly and this makes a truly immeasurable difference in a busy centre like ourselves.
So glad we found you.

Cons: I am happy with all factors of this software

Business Essential

Reviewed on 05/02/2020
Andrew T.
Commercial Manager
Construction, 51-200 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: That we have so much data under our fingers each day helps plan and be more productive.

Pros: The ease of use is a massive plus, it just fits into the business and team effortlessly.
It's like picking something of the shelf and been able to customise it to do exactly what you want it to do, reports, reminders, quotes, logging any issues etc.... also easy for getting all you need ready for ISO audits.
Links with Sage so porting and getting data is a breeze.

Cons: knowing it could/can do so much more, and them taking the time to watch the tutorials.

An excellent package that integrates well with our other business systems.

Reviewed on 06/12/2019
Robin P.
Managing Director
Mechanical or Industrial Engineering, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
4/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: 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.

Cons: 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.

Great CRM

Reviewed on 01/07/2019
Annmarie M.
Team Leader
Warehousing, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: It has been great for us, easy way to store information and documents.
Great for recalls and reminders.

Pros: The staff are always on the end of the phone or email/ Live chat.
Great staff and very easy system to use.

Cons: I like this CRM very much, I cant really fault it on anything so far.