Prospect, the Stock-Aware CRM

Who Uses Prospect, the Stock-Aware CRM?

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

What Is Prospect, the Stock-Aware 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,
TradeGecko,
Cin7,
DEAR Inventory
Xero,
Sage 50,
Exchequer,
Access Dimensions,
Pegasus Opera.

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

Prospect, the Stock-Aware CRM Details

ProspectSoft

http://www.prospectsoft.com/

Founded 2002

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Prospect, the Stock-Aware CRM pricing overview

See pricing plans

Prospect, the Stock-Aware CRM does not have a free version but does offer a free trial. Prospect, the Stock-Aware CRM paid version starts at US$90.00/month.


Starting Price

US$90.00/month See pricing details

Pricing Details

Starts at just £90 (inc. 4 users). Most popular option is £45 p/user/month.

Free Version

No

Free Trial

Prospect, the Stock-Aware CRM deployment and support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Prospect, the Stock-Aware CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Software

  • 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

View full list of CRM for Small Businesses

  • Barcoding / RFID
  • Import / Export Management
  • Inventory Management
  • Order Management
  • Purchasing
  • Returns Management
  • Sales Forecasting
  • Shipping Management
  • Warehouse Management

View full list of Distribution Software

  • Accounting Integration
  • ERP
  • MES
  • Maintenance Management
  • Material Requirements Planning
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Reporting/Analytics
  • Safety Management
  • Shipping Management

View full list of Manufacturing Software

  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

Prospect, the Stock-Aware CRM Alternatives

More Prospect, the Stock-Aware CRM alternatives

Prospect, the Stock-Aware CRM Reviews for UK Users

Read all reviews

Overall rating

4.8/5

Average score

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

Review software

Share your experiences with other software buyers.

Write a Review!
Jethro L.
IT and eCommerce Manager
Sporting Goods, 51-200 Employees
Used the Software for: 2+ years
  • 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 30/01/2019

"10 years and counting"

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.

  • Reviewer Source 
  • Reviewed on 30/01/2019
Andy G.
Sales Director
Food & Beverages, 11-50 Employees
Used the Software for: 2+ years
  • 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 07/09/2020

"This just does what it needs to and does it well!"

Comments: Easy, great support and onboarding from team when bringing it on. Very quick and adaptive with stock and very very reliable.

Pros: Ease of use, adaptability and fits so well into our Goods out software

Cons: there is nothing that I feels needs inclusion in this box

  • Reviewer Source 
  • Reviewed on 07/09/2020
John W.
BDM
Wholesale, 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
    9/10
  • Reviewer Source 
  • Reviewed on 15/12/2020

"Prospect CRM"

Comments: Great company to work with, attentive and happy to sort issues quickly. Keep up the good work!

Pros: The CRM software is easy to use and work with. Also allows integration with our Unleashed system.

Cons: Web based systems are reliant on the internet, although this does work well on 4g too if needed!

  • Reviewer Source 
  • Reviewed on 15/12/2020
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
Dave A.
General Manager
Machinery, 2-10 Employees
Used the Software for: 2+ years
  • 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
    9/10
  • Reviewer Source 
  • Reviewed on 18/12/2020

"BalTec UK Ltd"

Comments: It is a very powerful tool that helps us run our business more efficiently.

Pros: The integration with our accounts package was critical, and Prospect365 was able to satisfy this.
being able to generate our own tailor made reports without the high cost of specialists was important to us.

Cons: There is nothing that I can say is missing. We do not use the software's full features yet.

  • Reviewer Source 
  • Reviewed on 18/12/2020