Who Uses This Software?

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.

Average Ratings

8 reviews
  • Overall 5 / 5
  • Ease of Use 5 / 5
  • Customer Service 5 / 5
  • Features 5 / 5
  • Value for Money 5 / 5

Product Details

  • Starting Price US$30.00/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 Yes, get a 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

Vendor Details

  • ProspectSoft
  • http://www.prospectsoft.com/
  • Founded 2002

About 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 Features

  • 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
  • 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 Most Helpful Reviews

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

Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II

Reviewed on 16/04/2018
Danny M.
IT Manager
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

Pros: I like the updating of essential information replicated to the web instantly. I enjoy the CRM interface, it's user friendly and very similar to MS Office. Support is good, much easier to phone than open a ticket.

Cons: I dislike the CMS Editor, it's limited when it comes to core changes, having learnt to code in raw HTML and CSS, a WYSIWYG editor is somewhat annoying. However this could just be me!

Vendor Response

by ProspectSoft on 30/01/2019

Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.

Ideal for Wholesale Business

Reviewed on 08/02/2019
James T.
Operations Director
Wholesale, 2-10 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: We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly.

Pros: Live data so both our internal and external employees see exactly the same data in real time. Data includes all sales history, conversation notes, products (including stock levels and pricing), etc...

Cons: I don't have any issues with the Prospect365 CRM

Super helpfull over many many years

Reviewed on 14/05/2019
Tanya M.
Sales
Health, Wellness & Fitness, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Search facility is easy to use. holds lots of info and is customisable to our needs

Cons: nothing we are very happy with it. if anything I keep closing it down in error by clicking the cross by mistake

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