Who Uses Prospect CRM?

Wholesalers, Distributors & Manufacturers who need to manage B2B products, prices & stock info & use Xero, Unleashed, QuickBooks Commerce, Cin7, DEAR, Sage 50, Exchequer, Access Dimensions or Pegasus.

What Is Prospect CRM?

If you sell products from stock B2B and use one of the following Accounting/Inventory Management Systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need:

Unleashed Software,
QuickBooks Commerce,
Cin7,
DEAR Inventory,
Xero,
Sage 50,
Exchequer,
Access Dimensions,
Pegasus Opera.

Prospect is the #1 CRM for growing Wholesalers, Distributors & Manufacturers.

Prospect CRM Details

ProspectSoft

http://www.prospectsoft.com/

Founded 2002

Sales Analysis & RFM
Prospect CRM video
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Prospect CRM pricing overview

See pricing plans

Prospect CRM does not have a free version but does offer a free trial. Prospect CRM paid version starts at £90.00/month.


Starting Price

£90.00/month See pricing details

Pricing Details

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

Free Version

No

Free Trial

Prospect CRM deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Prospect CRM Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Barcoding/RFID
  • Bills of Material
  • CRM
  • Cost Tracking
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Distribution Management
  • Document Storage
  • Financial Management
  • Forecasting
  • Import/Export Management
  • Inventory Management
  • Inventory Optimisation
  • Inventory Tracking
  • Invoice Management
  • Multi-Currency
  • Multi-Location
  • Order Entry
  • Order Management
  • Order Processing
  • Order Tracking
  • Project Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Returns Management
  • Sales Forecasting
  • Sales Orders
  • Shipping Management
  • Status Tracking
  • Stock Management
  • Supplier Management
  • Supply Chain Management
  • Third Party Integrations
  • Warehouse Management
  • Workflow Management
  • eCommerce Management

View full list of Distribution Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Barcode / Ticket Scanning
  • Bills of Material
  • Compliance Management
  • Customisable Reports
  • Customizable Fields
  • Data Import/Export
  • Distribution Management
  • Document Management
  • ERP
  • Financial Management
  • Forecasting
  • Inventory Management
  • Inventory Tracking
  • MES
  • Maintenance Management
  • Material Requirements Planning
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Planning Tools
  • Production Management
  • Production Scheduling
  • Production Tracking
  • Project Management
  • Projections
  • Purchase Order Management
  • Quality Control
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Safety Management
  • Sales Orders
  • Shipping Management
  • Supplier Management
  • Supply Chain Management
  • Third Party Integrations
  • Traceability
  • Warehouse Management
  • Work Order Management
  • Workflow Management

View full list of Manufacturing Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

View full list of Online CRM Software

Prospect CRM Alternatives

More Prospect CRM alternatives

Prospect CRM Reviews for UK Users

Read all reviews

Overall rating

4.8/5

Average score

Ease of Use 4.8
Customer Service 4.9
Features 4.7
Value for Money 4.8

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Stewart W.
Head of Business Development
Electrical/Electronic Manufacturing, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 06/04/2021

"Best CRM by far"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 06/04/2021
Rob G.
VP Business Development
Construction, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 18/02/2021

"Implementation in a growing company"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 18/02/2021
James B.
General Manager
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    2 /5
  • Customer Support
    3 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 19/01/2021

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 19/01/2021
Janita C.
Sales
Wholesale, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 03/03/2021

"Great system, great service"

Comments: Overall, the experience with ProspectSoft and been really great, I love how the system is constantly been updated with new features. Also, I love the chat facility thats available, this has come in so handy because I can ask a question and then get on with something else while I wait for a response, they always respond within 10 mins of me asking and they are a really great customer service/support team.

Pros: One of the features I like the most is the RFM Analysis, this makes customer calls so easy and helps me to know exactly who I need to call first who may be at risk of slipping away. Also, the way the system integrates so well with Unleashed makes it really easy to work with.

Cons: To start with I had some small issues with the speed of the system however this was something to do with my computer and not directly linked to the system, once this was sorted everything worked great.

  • Reviewer Source 
  • Reviewed on 03/03/2021
Matt E.
Ops manager
Environmental Services, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 02/03/2021

"Real life review"

Comments: Very happy to use this software. Well put together and designed

Pros: Easy of use and the user interface. Easy to navigate

Cons: Doesn't make coffee. It ticks all my boxes

  • Reviewer Source 
  • Reviewed on 02/03/2021