# Prospect CRM Reviews **Vendor:** ProspectSoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 99 ## About Prospect CRM Prospect, the #1 Stock-Aware CRM, is perfect for growing Wholesale, Distributor and Manufacturing businesses. Sell more, in less time, every time - with Prospect CRM! As part of the ERP division at The Access Group, Prospect CRM is delivered to more than 5,000 SME users worldwide. Stock-Aware CRM combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking...to ensure your sales and service teams are fully Stock-Aware. ## Prospect CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** of Prospect CRM, which streamlines workflow and simplifies database access. (3 reviews) - Users value the **easy setup** of Prospect CRM, enhancing workflow and simplifying report generation and invoicing. (2 reviews) - Users find that Prospect CRM enhances **efficiency** by simplifying reporting and streamlining department workflows effectively. (2 reviews) - Users love the **extensive features** of Prospect CRM, enjoying customizable workflows and insightful sales reporting. (2 reviews) - Users value the **organization efficiency** of Prospect CRM, noting smoother operations and easier report generation. (2 reviews) - Reporting (2 reviews) - Customer Management (1 reviews) - Users appreciate the **responsive customer support** of Prospect CRM, enhancing their business operations and user experience. (1 reviews) - Easy Access (1 reviews) - Users value the **responsive support and real-time inventory integration** of Prospect CRM, boosting sales team effectiveness. (1 reviews) **What users dislike:** - Users face significant **integration issues** with Prospect CRM, hindering data capture and syncing with other applications. (3 reviews) - Users express frustration over **missing features** , impacting functionality and integration efforts with other platforms. (3 reviews) - Users express frustration with the **sales promises not matching the actual service** , leading to significant dissatisfaction and confusion. (2 reviews) - Users face significant **connectivity issues** with Prospect CRM, struggling with integration and syncing problems consistently. (1 reviews) - Users report significant **feature issues** with Prospect CRM, including poor B2C capabilities and integration problems. (1 reviews) - Users find the **learning curve steep** , struggling with documentation and lack of intuitive navigation in Prospect CRM. (1 reviews) - Licensing Issues (1 reviews) - Limited Customization (1 reviews) - Not User-Friendly (1 reviews) ## Prospect CRM Reviews ### 1. Streamlines B2B Sales with Strong German Market Fit **Rating:** 4.0/5.0 stars **Reviewed by:** Darcus B. | Senior Marketing Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Prospect CRM?** I really like how Prospect CRM is designed for the real-world B2B sales workflows we have, especially for our team working with German Mittelstand and mid-market clients. It’s intuitive and stable, keeping our entire pipeline organized without unnecessary complexity. I find it easy to track leads, log customer interactions, and set follow-up reminders, all in line with the structured and reliable sales approach that German B2B buyers expect. It saves us hours of administrative work each week and keeps us consistent, responsive, and professional with every customer. **What do you dislike about Prospect CRM?** One point is that some of the customization options for sales pipelines and deal stages are not as flexible as we would like. We often need to adapt our process for different German industries, but adjusting fields, workflows, and approval steps can feel a bit rigid and sometimes requires extra workarounds. Second, the integration with other tools we use daily—like our email client, marketing automation software, and even Microsoft 365—could be tighter and more native. Right now, some data syncs manually or with small delays, which adds tiny but consistent administrative work for our team. Smoother, real-time integration would help us avoid double-entry and keep all customer information fully aligned. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect CRM centralizes our lead and customer data, eliminating disorganized spreadsheets and emails. It helps us automate reminders, maintain follow-ups, and provides clear pipeline visibility, allowing us to prioritize leads efficiently and reduce administrative tasks for more active selling. ### 2. Streamlined Sales Management, Needs Better Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Nissen H. | Store & Catering Payment Manager, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2026 **What do you like best about Prospect CRM?** I appreciate how simple, focused, and easy to adopt Prospect CRM is for our sales team. It covers everything we need for B2B pipeline management without being overloaded with unnecessary features. The pipeline view is visual, intuitive, and lets us drag and drop deals through stages at a glance. Our team can easily identify which deals are stuck and where to focus effort, all without any training required. The initial setup was straightforward and simple, much easier than many larger, more complex CRMs we've tried. **What do you dislike about Prospect CRM?** The reporting and dashboard customization is not flexible enough. We can only generate standard, pre-built reports, and we can't create fully customized dashboards for sales forecasting, conversion rates, or team performance. To get the insights we need, we often have to export data to Excel and build our own reports. The biggest issue with the current reporting and dashboards is that they're too basic and inflexible for professional B2B sales forecasting and team management. Right now, we can only use pre-built reports with very limited filtering. We can't create custom sales forecasts based on deal stage, probability, rep, or region. We also can't build reports for conversion rates by lead source, sales cycle length by deal type, or revenue by industry—all things we need for our monthly business reviews. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect CRM centralizes our sales data, eliminates disorganization, and provides a clear overview of our sales pipeline. It reduces manual work, prevents lost deals, and offers a visual, intuitive pipeline view that requires no training, helping focus our sales efforts effectively. ### 3. Prospect CRM Keeps Leads and Follow-Ups Perfectly Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Manohar D. | SEO Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Prospect CRM?** Prospect CRM is great for keepingall my leads and follow upsorganized inone place,but the interface feels a bit clunky and slow at times **What do you dislike about Prospect CRM?** The reporting features are pretty powerfull once you figure them ou, but thelearning curveis steep and its way too easyto accidentally delete or overwritedata withouta warning **What problems is Prospect CRM solving and how is that benefiting you?** It solves the problem of losing track of customer conversationsand follow up, which saves me from lookingunprofessional, but honestlya simple spread sheet plus calender reminders coulddo 80%of the same job for free ### 4. Overpromised But Underperformed **Rating:** 0.5/5.0 stars **Reviewed by:** Bielle B. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2025 **What do you like best about Prospect CRM?** I like how much they promised us in the sales calls. **What do you dislike about Prospect CRM?** My experience with Prospect CRM has been profoundly disappointing. The sales team promised the world, but the reality has been very poor. After 4 months of paying in full, I am still battling to get answers, and there is ZERO tangible value. The difference between the sales experience and the actual service is vastly different. It promised to be capable in both B2B and B2C customer data, but its B2C capabilities are almost non-existent. It doesn't integrate with Shopify, so I cannot easily capture online shoppers' data. Settings and configurations have been problematic, as it hasn't been syncing accurately with Cin7. They needed a developer to fix this. A senior person, Daniela Balanescu, has been almost smug in her inefficiency. The initial setup was terrible. **What problems is Prospect CRM solving and how is that benefiting you?** I expected Prospect CRM to be robust in managing both B2B and B2C customer data, but the B2C functionality is lacking, and it lacks integration with Shopify, making online data capture difficult. ### 5. Easy to Use and Perfect for Organizing Our Database **Rating:** 4.5/5.0 stars **Reviewed by:** pooja p. | Marketing exc, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2026 **What do you like best about Prospect CRM?** easy to use, perfectly arranged my database so that we can access essaly **What do you dislike about Prospect CRM?** Centralized customer data, cant use for bulk action, different rules for accses **What problems is Prospect CRM solving and how is that benefiting you?** i handel more thatn 5000 data Perfect for my data base ### 6. Efficient CRM solution suitable for the German-speaking market **Rating:** 4.5/5.0 stars **Reviewed by:** Ewan C. **Reviewed Date:** December 18, 2025 **What do you like best about Prospect CRM?** I particularly like the inventory-aware quoting feature of Prospect CRM. It connects in real-time with our inventory management system to provide accurate quotes only for products in stock, avoiding the embarrassment of quoting for out-of-stock items. This significantly enhances our professionalism in the eyes of our customers. Its seamless integration capabilities across multiple systems are also impressive, perfectly adapting to tools we commonly use, such as Unleashed inventory software and the Xero financial platform, with almost zero data transmission delay, greatly reducing human errors and cross-department communication costs. Additionally, I appreciate its intuitive visual dashboard and precise data analysis features, which allow us to quickly identify high-value customers and develop effective sales strategies. The interface design of Prospect CRM is simple and clear, making it very user-friendly for older team members, and its excellent customer support ensures quick adaptation to new features. Finally, its fast order entry process greatly shortens the order processing cycle, ensuring efficiency in collaboration, which meets the expectations of customers in the German-speaking region. **What do you dislike about Prospect CRM?** Marketing functions are weak and difficult to adapt to the diverse marketing scenarios in the German-speaking region: Currently, its core advantage lies in the linkage between sales and inventory, but it lacks marketing-related functions. For example, after participating in large industry exhibitions like the Hannover Messe in Germany, we need to import potential customer leads collected at the exhibition in bulk and automatically trigger personalized German welcome emails, product manual pushes, and other nurturing actions. However, Prospect CRM does not have built-in automated marketing processes of this kind. Additionally, it cannot directly connect with Google Germany or local industry vertical advertising platforms, making it impossible to automatically capture marketing leads and campaign data from these channels. This results in the marketing team having to manually organize data, which is not only time-consuming but also prone to delays in lead follow-up, making it difficult to meet our marketing needs for precisely reaching customers in the German-speaking region. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect CRM addresses the challenges of dispersed customer data and value identification, optimizes the efficiency of sales funnel follow-up, and breaks down the barriers between inventory and sales collaboration. Through automation features and data integration, it enhances the transparency of sales management and the efficiency of team collaboration, meeting compliance management requirements. ### 7. Always reliable would recommend it wholeheartedly! **Rating:** 4.5/5.0 stars **Reviewed by:** adrian b. | Telemarketer/Data Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Prospect CRM?** It takes the hard work out of generating reports and helps the department run as smoothly as possible. **What do you dislike about Prospect CRM?** I have no gripes. I will certainly be back again if any problems do occur! **What problems is Prospect CRM solving and how is that benefiting you?** Arranging data and details specific to the general day to day tasks of the department. ### 8. CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Micheal Z. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2025 **What do you like best about Prospect CRM?** Provides a clear overview of sales performance with customizable workflows and sales reporting. **What do you dislike about Prospect CRM?** Some users might experience issues with integrating Prospect CRM with other apps or services. **What problems is Prospect CRM solving and how is that benefiting you?** Maximize customer lifetime value with automated customer segmentation strategy and customer service management. ### 9. Review from Sales role **Rating:** 5.0/5.0 stars **Reviewed by:** Nick A. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Prospect CRM?** The great features and broad selection of information you`re able to access regarding crm details and trackers. **What do you dislike about Prospect CRM?** The email system can appear slightly confusing when compared to email sites such as Gmail & Outlook which have more familairity. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect has massively helped with organising and outlining my client accounts, as well as individually breaking these up into smaller accounts. The features are great and whenever I`m stuck on something, their support team is always there immediately. ### 10. Prospect CRM - An invaluable Tool for your Sales Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Prospect CRM?** Their software support team are very responsive. The webinars are very informative. The software is great for our sales people on the ground, creating order, posting the latest updates on customer status and creating reports for Management **What do you dislike about Prospect CRM?** Some of the integration is a little clunky but it is in a very small scale **What problems is Prospect CRM solving and how is that benefiting you?** The growth Engine, Magic Matrix and the reporting are great reporting and forecasting tools ### 11. I Really Wanted to Like It But The Silence Was Deafening **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2024 **What do you like best about Prospect CRM?** I loved the promise of a CRM that focused on retention rather than acquisition, and intergrated with Cin7 Core. In fact, I still love that promise. But we ran into a major snag setting up our demo account – rather than just importing our wholesale customers, Prospect began importing all of our customers, which includes every single DTC and Amazon customer. It became apparent after about an hour that this was happening and I reached out to customer service using their handy little widget, to ask if they could pause the integration and help me reslove this so we're only looking at wholesale customers. It said to expect a response within 15 minutes. That was three days ago. I've checked in dilligently each day since then and my messages remain unseen. Meanwhile, the import process, which says it should take a few hours, has been hung up at "50% Complete" the whole time, as it's now imported data for over 80,000 "accounts". You can't actually use the product while it's in the midst of the data import. On the tech side, I'm shocked there wasn't some way to avoid this issue in the first place. Surely we're not the only omni-channel user of Cin7 Core and no one wants massive amounts of retail customer data muddying up their B2B CRM. But what's more disappointing is the complete absence of a response from their sales team. I am trying so hard to become a customer of theirs and there's simply no one on the other end to notice. There's a certain amount of irony in this, of course. One would think that, as the makers of software dedicated to the management of customer relationships, that they would really want to excel in that department. I can't really see any way we could carry on and use them after this. As we who are in the sales business know, you tend to see the very best face of a business when you're being pitched. If this is them putting their best foot forward, I'd hate to see what they're like when you run into a glitch during, say month 3 of that 1 year contract they insist on. **What do you dislike about Prospect CRM?** The complete and utter inability to engage with someone who works there. From my impression, it's quite possible that they do not have a team at all. At best, they are poorly organized but, from what I can decipher, it's equally possible that the business has been more or less abandoned. **What problems is Prospect CRM solving and how is that benefiting you?** Sadly, it didn't benefit us at all. ### 12. Hard to navigate, bad reporting, impossible to cancel **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Prospect CRM?** It was easy to sign up and upload data. However, once your data is in the software there are not enough reporting features. **What do you dislike about Prospect CRM?** There isn't enough reporting features to ensure you get the data you need to understand what's going on with your sales. Prospect also have arbitrary rules that they don't tell you about when trying to cancel and make it impossible to cancel services. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect didn't solve any of our sales problems, it made it challenging to try and get any useful KPIs. ### 13. Prospect CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Prospect CRM?** Streamlining how I work, cleint history available with ease, invoicing has been made quicker etc. **What do you dislike about Prospect CRM?** My lack of training is limiting my experience, need to be able to navigate easier. **What problems is Prospect CRM solving and how is that benefiting you?** Streamlining how I work, speeding up the whole process. ### 14. Great tool for building our business **Rating:** 5.0/5.0 stars **Reviewed by:** Barry K. | Digital Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Prospect CRM?** Their tech support team is great, and their integration with our QuickBooks accounting software has been performing flawlessly. I love the intuitive customization "on the fly" options and their design facilitates one-on-one sales contacts and followup. I am confident it will be a great tool as we continue to build our business. **What do you dislike about Prospect CRM?** Documentation could use some building out. Backend database tools aren't always fully functional or intuitive. **What problems is Prospect CRM solving and how is that benefiting you?** Helping me to scale my sales communications, produce my commission report, keep track of prospect/customer contacts, and prioritize my contact time with the right people. ### 15. focus on stock management **Rating:** 4.5/5.0 stars **Reviewed by:** Thon V. | Senior Portfolio Manager, Government Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2024 **What do you like best about Prospect CRM?** Prospect enabled me to get real-time inventory data in sync with the crm reduces the screw of quoting products I do not have. This transparency has helped increase the self-confidence of the sales reps and has enhanced win possibilities. **What do you dislike about Prospect CRM?** Generating specific email trailers and general organization of customer relations felt rigid in comparison to other CRMs I used. **What problems is Prospect CRM solving and how is that benefiting you?** The B2B wholesale business can be managed using Prospect CRM. This is beneficial to the sales representatives since they can go and sell knowing that stock details are easily retrievable. ### 16. Been using Prospect CRM for nearly 2 years now - love it. Much better than Zoho CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Prospect CRM?** Prospect CRM is really easy to use. User friendly. I use this on a daily basis **What do you dislike about Prospect CRM?** At the moment, in nearly 2 years of using it, no issues or dislikes **What problems is Prospect CRM solving and how is that benefiting you?** They are helping keep me on track with everything I need to ### 17. Best experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Prospect CRM?** Convenient to use. Easily navigation. Makes work super easy to find required information. **What do you dislike about Prospect CRM?** Not much but little server issue while using. **What problems is Prospect CRM solving and how is that benefiting you?** It's helping me find all required information by segmenting the customers and prospects. Easy to maintain data without any discrepancy ### 18. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2024 **What do you like best about Prospect CRM?** Efficient, organized, and easy to use for prospects. **What do you dislike about Prospect CRM?** The only draw back is that I am not particularly tech savvy. **What problems is Prospect CRM solving and how is that benefiting you?** Keeps up with my appointments. ### 19. CRM Solution with Great Features **Rating:** 4.5/5.0 stars **Reviewed by:** Peter L. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2023 **What do you like best about Prospect CRM?** An effective tool for managing client connections and sales is prospect CRM. It has numerous beneficial features, including lead tracking, automated follow-ups, and efficient inventory management. It is simple to use and has excellent customer service, which has been very helpful in resolving any issues. **What do you dislike about Prospect CRM?** Prospect CRM interacts effectively with widely used business tools, however it might not be compatible with specialised or less-used apps. adopting advanced features could involve a learning curve, particularly for people who are unfamiliar with CRM systems. **What problems is Prospect CRM solving and how is that benefiting you?** A potent tool, Prospect CRM improves lead management, streamlines the sales process, and provides insightful data to address business difficulties. The sales teams accountability is increased, follow-ups are automated, and lead monitoring is made simpler. Businesses may grow and succeed by utilising its capabilities and analytics to make data-driven decisions. ### 20. Streamline Your Sales Process with Efficiency and Ease **Rating:** 4.0/5.0 stars **Reviewed by:** Rishabh M. | Business development & Sales Marketing Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2023 **What do you like best about Prospect CRM?** Prospect CRM is a game-changer when it comes to managing customer relationships and sales processes. I have tried various CRM solutions over the years, but Prospect CRM stands out as one of the best I have come across. Its robust features, user-friendly interface, and exceptional customer support have made a significant impact on our sales team's productivity and overall business growth **What do you dislike about Prospect CRM?** Prospect CRM's limited customization options can hinder tailored adaptations. Users might face a learning curve for advanced features, especially if they are new to CRM systems. While it integrates with common business tools, there may be limitations in terms of compatibility with less popular or niche applications. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect CRM solves business problems by improving lead management, optimizing the sales process, and providing valuable data insights. It streamlines lead tracking, automates follow-ups, and enhances sales team accountability. With its features and analytics, it enables businesses to make data-driven decisions and drive growth ### 21. Prospect CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Graham D. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2023 **What do you like best about Prospect CRM?** Very easy to integrate with our existing system and training and support have been excellent throughout. **What do you dislike about Prospect CRM?** Report writing can be complex but there is always help on hand via the Chat page or additional training sessions. **What problems is Prospect CRM solving and how is that benefiting you?** It gave us visibility of our customer accounts and how they are performing. ### 22. Intuitive and easy to use CRM system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Prospect CRM?** It is good the fact that it links to other softwares like an erp system or website. It saves a lot of time when it comes to making products live on the website, adding content or digital assets. **What do you dislike about Prospect CRM?** Sometimes it is slow, when generating reports that include a lot of data... **What problems is Prospect CRM solving and how is that benefiting you?** It keeps a database and history of orders, customers and products. **Official Response from David Hunter:** > Hi, thanks for the review. It looks like you are using our integration, which is obviously one of our cornerstone USP's but it also sounds, from your comments, like you are using our older, on-premise platform. Many of the issues with installed windows applications are a thing of the past with the new browser based web applications. There is a relatively straight forward migration path for on-premise customers. Even if you've looked in the past, we'd love if you could get in touch and we can show you the latest version of this new product. With a new release every two weeks (yes, really!) our new product is already streets ahead of our older on-premise solutions. ### 23. Strong CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Michael M. | Brand Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Prospect CRM?** CRM aspects are very strong. Customer report writing and bulk updating of data is an excellent tool. Product details section holds more information than most CRMs, possibly due to the CMS side of it though. **What do you dislike about Prospect CRM?** The CMS feels like it is stuck in the past and desperately needs updating or at least opened up to more (native) integrations with purpose-built CMS and e-commerce systems. **What problems is Prospect CRM solving and how is that benefiting you?** As a CRM it allows us to manage our customer database and report and action upon it rather well. It's integration with MailChimp is a time saver for getting campaigns out but could do with more work to open up more of what MailChimp offers. ### 24. Great CRM even for a small team **Rating:** 5.0/5.0 stars **Reviewed by:** Vesta M. | Senior Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Prospect CRM?** Great integration with Dear systems access to RFM analysis (technique for segmenting customers by their spend pattern) - providews powerfull insights easy to download data and reports You can leave notes and do follow-ups User-friendly it is the CRM that does not mess with encoding!!! We use French chararcters and exporting data is always a nightmare. Prospect exports everything correctly which is amazing **What do you dislike about Prospect CRM?** creating dropdown lists and categories might be confusing **What problems is Prospect CRM solving and how is that benefiting you?** Our sales team is now working in Prospect all the time. As an analyst I use the reports and dashboards which are very helpful We are integrated with Dear system and the workflow is great. ### 25. Make Sales Process easier with Prospect CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Prospect CRM?** Its Helps in Maintaining my customer's data in one portal, Managing leads and opportunities.. a Personalised protal for leads to follow up and other tools which helps in achieving sales. **What do you dislike about Prospect CRM?** sometimes the portal is slow and needs improvement.. It also needs some more transperancy on data and more tools required.. **What problems is Prospect CRM solving and how is that benefiting you?** This CRM Helps me in segregating my data in one place with proper individual lead activities.. it becomes very difficult to do it in Excel but here its easy.. it gives me all my activities i have done on a lead on daily basis.. Helps in managing and planning for sales.. ### 26. Update to Prospectsoft 365 CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew S. | Managin Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about Prospect CRM?** How the system integrates with exchequer, the ability to view information held within the dashboard, and how easy it is to amend the standard documents/templates. Operators also find the product upselling feature a great help too. **What do you dislike about Prospect CRM?** Nothing really to dislike, the system delivers all we need for a cloud-based CRM to deliver **What problems is Prospect CRM solving and how is that benefiting you?** We have used prospect CRM for many years and needed the ability to beable work remotely. 365 provides this. ### 27. Gets the job done well and is cost effective **Rating:** 4.5/5.0 stars **Reviewed by:** Arnie S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2023 **What do you like best about Prospect CRM?** Opportunity cycling and the interest on not dropping customers... reminder functionality etc **What do you dislike about Prospect CRM?** It could be more intutitive when searching. **What problems is Prospect CRM solving and how is that benefiting you?** Plugs nicely into our Unleashed system - saves us time and effort ### 28. Excellent Manufacturing/Wholesale CRM and actually does have Retention features! **Rating:** 4.5/5.0 stars **Reviewed by:** Zak G. | Sales & Operations Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Prospect CRM?** There is so much but the biggest thing would be the way it works to not only track new customers but how it tracks existing customers and prompted to follow-up and shows if they are trending up or down in sales. **What do you dislike about Prospect CRM?** With the huge amount of customization, it has a bit of a steep setup learning curve. It's also a little costly if four users are not required **What problems is Prospect CRM solving and how is that benefiting you?** Its been excellent at consolidating customer information, what they have purchased, and all contact with the customer. any notes or issues there have been. Also able to set tasks for future follow ups ### 29. Prospect CRM is the best CRM Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about Prospect CRM?** I love how user-friendly Prospect CRM is for all my CRM needs. **What do you dislike about Prospect CRM?** I am still navigating it, but as of right now there isn't anything to dislike. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect CRM is solving all CRM needs. I have been dabbling between different CRM software, and this is currently the best one! My business performance has increased significantly. ### 30. Satisfied ProspectSoft customer since 2008 **Rating:** 5.0/5.0 stars **Reviewed by:** Malcolm A. | Technical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Prospect CRM?** All data for customers, products & enquiries easily accessible through clear easy to understand & customisable interface. Technical support for regular issues clear & promptly available. **What do you dislike about Prospect CRM?** Technical support for deeper issues relevant to customised units often takes longer to resolve. **What problems is Prospect CRM solving and how is that benefiting you?** Many enquiries take six to twenty four months to turn into an actual sale. ProspectSoft works well to keep all the team up to date with each step of the process. ### 31. Easy to Use, Integrate and Submit Orders **Rating:** 5.0/5.0 stars **Reviewed by:** Devin B. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Prospect CRM?** Our company Becker First Responder Co. found Prospectsoft Ltd as we we were in the search for a new inventory system. We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We have been tremendously impressed by the implementation team as we set the entire system up. As we rolled out the new inventory system, adding Prospectsoft into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customize the platform to make it work for our unique terminology and process. The entire team has been tremendously helpful and would highly recommend. **What do you dislike about Prospect CRM?** Being a UK based company the support hours are a little limited for our USA based hours. Their live chat support provides quick responses to us via email if they aren't available. **What problems is Prospect CRM solving and how is that benefiting you?** Order Management, Sales Team Ranking, Inventory integration/tracking, Forcasting, Quickbooks integration to view accounts payable, customizable to our specific business. ### 32. Prospect CRM - Great CRM Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Prospect CRM?** Gives great insight into our customers buying behaviour Simple layout All relevant KPI's on main dashboard Integrates with Unleased **What do you dislike about Prospect CRM?** nothing yet ... but we have only just started using it. **What problems is Prospect CRM solving and how is that benefiting you?** Its a simple CRM which gives the required insight into our overall product sales as well as our customers buying habits via the magic matrix. ### 33. One of the most efficient CRMs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2022 **What do you like best about Prospect CRM?** I have used many CRMs in previous companies and have to say this is one of the most efficient. This links to our Sage system really well so I can see all customer info within Prospect and don't have to go back and forward between systems which is really useful and saves so much time. **What do you dislike about Prospect CRM?** Yet to find anything. I guess the only issue is if the internet goes down, Prospect goes down but that doesn't happen very often at all. **What problems is Prospect CRM solving and how is that benefiting you?** N/A ### 34. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Esther P. | Business Dev Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2021 **What do you like best about Prospect CRM?** Prospect has without doubt created a seamless platform for our drinks business where we have greatly benefitted from this fantastic CRM software. It is integrated to Sage and is now central to our daily ordering, stock and invoice system and we wonder how we managed with out it before! I used Prospect in a previous company but it has now evolved into a user friendly system with a fantastic back up support team, always on hand to help and answer queries. From the onset full support is given and the team really know your business. Highly recommend Prospect as a value added tool to any business! **What do you dislike about Prospect CRM?** Overall there is no particular function I can find fault with. **Recommendations to others considering Prospect CRM:** Really allow the team to get to know your business and prioritise your needs. **What problems is Prospect CRM solving and how is that benefiting you?** We are able to co ordinate and manage sales and stock levels to a much more effective manner ### 35. Prospect is a MUST! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2022 **What do you like best about Prospect CRM?** Every aspect from the initial welcome call, to the staff training, and the easy transition to this software system has been more beneficial than words can explain. **What do you dislike about Prospect CRM?** Prospect team has actually taken some critical items we needed, reviewed them, and implemented them in recent updates. The amount of additional resources that we have on Prospect versus our previous CRM software are countless. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect has helped us cater reports that specifically draw unique information needed for our sales team, along with implementing new custom fields on our order reporting tab so we can easily track which sales funnel the previous sales came in through. ### 36. BalTec UK Ltd **Rating:** 4.0/5.0 stars **Reviewed by:** Dave A. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2021 **What do you like best about Prospect CRM?** We have now been using Prospect CRM for many years. I have always found the technical support very friendly helpful and quick to respond. We have a very niche market in the UK and Prospect CRM has managed to organise our sales and made it very easy to generate quotes which can easily be converted in orders and linked to our accounts package Xero. I would recommend trying to see if it suits your business. **What do you dislike about Prospect CRM?** I do not have any dislikes about using Prospect CRM. **Recommendations to others considering Prospect CRM:** Using prospect CRM will allow you to give better support to your customer by being able to provide a fast response to their questions and be able to get a quote out for your product very quickly. **What problems is Prospect CRM solving and how is that benefiting you?** The speed at which we can generate a quote and then convert it into an order. All the information you need is to hand. ### 37. CRM for Wholesale Business **Rating:** 5.0/5.0 stars **Reviewed by:** Lincoln W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about Prospect CRM?** I like the way we can track current customers and their spend and engagement very easily. **What do you dislike about Prospect CRM?** Previous orders screen can be confusing as all products are put into a list so you need to make sure you have the date showing clearly when reviewing to see when the products were purchased. **Recommendations to others considering Prospect CRM:** If you do the setup right for your business which the team at Prospectsoft are really helpful in setting up, then this can be extremely powerful. **What problems is Prospect CRM solving and how is that benefiting you?** Tracking customers spend and finding when they are due to placve an order really helps us to focus on customers that can be spending with us so we know where to focus our sales call efforts. ### 38. A great all-rounder **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Electronics | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Prospect CRM?** The interface is very user friendly. A variety of built-in dashboards allow you to easily track, monitor and action opportunities/quotes giving us great oversight at any time of current sales and lead generation. It integrates with software for producing quotations and marketing communications which are then visible within the CRM providing visibility for all staff members allowing us to provide the best service. The team are super helpful and responsive to any queries we have and do all they can to find an appropriate solution. **What do you dislike about Prospect CRM?** Nothing other than a few initial teething issues that were quickly resolved by the team. **What problems is Prospect CRM solving and how is that benefiting you?** Better oversight of the business due to the built-in dashboards allow you to easily track, monitor and action. We also have better transparency as a team across customer communications allowing us to provide a consistent service. ### 39. Small Business CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Prospect CRM?** Integration with Unleashed Inventory software and Xero **What do you dislike about Prospect CRM?** Updating in Prospect doesn't update Unleashed but does the other way. **What problems is Prospect CRM solving and how is that benefiting you?** Communication between staff members, sales pipeline knowledge and better client interactions. ### 40. Brilliant CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Daniella B. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Prospect CRM?** My favourite part of the CRM is the Account Manager Dashboard. This allows me to keep track of the sales teams activity all in one place. **What do you dislike about Prospect CRM?** I would like the total order figures to reflect the invoiced amount instead of the total confirmed sales amount. **What problems is Prospect CRM solving and how is that benefiting you?** External sales teams not duplicating visits to the same customers. ### 41. Prospect review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2022 **What do you like best about Prospect CRM?** Simple and easy to use - clear dashboards and can see where you are. Can dig into each customer and see what they have brought and what they have on order, works well. **What do you dislike about Prospect CRM?** It is a bit confusing when you are generating the quotes but overall you can find your way around it. Sometimes the search function doesn't work quite as well as you would like it **What problems is Prospect CRM solving and how is that benefiting you?** Clear quotes with pictures so our customers can clearly see what they are getting - you can have a lot of detail in there which is good for us as we are techincal ### 42. Work smarter, not harder **Rating:** 4.5/5.0 stars **Reviewed by:** Martin B. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2022 **What do you like best about Prospect CRM?** All processes can be monitored and targeted to specific dates. **What do you dislike about Prospect CRM?** Pages do not refresh to where you left it, always goes back to the top but a very minor issue. **What problems is Prospect CRM solving and how is that benefiting you?** Communication!! All users have to communicate as they have all date targets to achieve. ### 43. Amazing Programme **Rating:** 5.0/5.0 stars **Reviewed by:** Kara J. | Technical Sales Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Prospect CRM?** It helps me to keep on top of tasks and see all relevant notes when needed **What do you dislike about Prospect CRM?** Nothing that I dislike at this time, but it would be good to have tasks set at certain times that pop up on the screen. **Recommendations to others considering Prospect CRM:** It will change the way you work. It is perfect for looking back on notes from the past and having an idea of what's been happening with your clients/ customers previously with colleagues. You can set tasks and write notes on what you need to remember for next time. **What problems is Prospect CRM solving and how is that benefiting you?** Keeping up to date with what is happening with customers. The notes can be updated by everyone which really helps to have an idea of what has happened if you have had a day or a week off. ### 44. Solid reliable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2022 **What do you like best about Prospect CRM?** Works in a variety of browsers and devices, very flexible reports **What do you dislike about Prospect CRM?** Large feature set can be overwhelming at first **What problems is Prospect CRM solving and how is that benefiting you?** Easy to manage contacts with customers across a number of individuals and teams ### 45. Excellent Cloud based CRM with a friendly, helpful and efficient support team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Prospect CRM?** Reliable always available cloud solution that our team use on workstations but is just as useable on a mobile phone. Really Good integration with our accounts software and other cloud based tools that we use such as stripe. **What do you dislike about Prospect CRM?** Dashboards need a little more customisation. **What problems is Prospect CRM solving and how is that benefiting you?** Prospect is helping us with our sales pipeline management and is streamlining our order processing. Company-wide awareness of our sales orders and customer service management. We are using the problem pipelines to help monitor and improve our customer service as part of our ISO quality standards. ### 46. Very helpful for prospecting and finding emails/phone numbers **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan K. | Business Development Rep, Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2021 **What do you like best about Prospect CRM?** It is easy to use - one click and you get everything you need for contact info **What do you dislike about Prospect CRM?** Some contacts you do not get all info such as email or phone number **What problems is Prospect CRM solving and how is that benefiting you?** Helping increase outbound reach outs for bus dev ### 47. Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Prospect CRM?** Integrations, reports. Dashboards being able to tailor to our needs **What do you dislike about Prospect CRM?** Many features, it will take us some time to go through everything this does. **Recommendations to others considering Prospect CRM:** Us the supplied training, Izzy was fantastic **What problems is Prospect CRM solving and how is that benefiting you?** Sales & Prospect information all in one place. ### 48. Awesome CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Dan R. | Company Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2021 **What do you like best about Prospect CRM?** The Support from the Team at Prospect is second to none. We now have multiple sales pipelines that mean we are getting better conversation rates. The Templates for quotes, sales orders are great. They are constantly improving the system. They have an ideas portal that enables you to add an idea for an improvement and or vote on ideas for the future development. **What do you dislike about Prospect CRM?** Documents layouts are hard to master, but the support teams are there to help and are always a pleasure to talk to. The Stripe portal needs some improvement to make the reconciliation easier. **What problems is Prospect CRM solving and how is that benefiting you?** We now have multiple sales pipelines, this has lead to improved conversation rates. ### 49. Easy to use, all in one place programme **Rating:** 5.0/5.0 stars **Reviewed by:** Steve H. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2021 **What do you like best about Prospect CRM?** Access customer past orders, access inventory (worldwide, as offices have changed due to COVID), support is great via company when needed. All information for customers is in one accessible, easy to read page **What do you dislike about Prospect CRM?** Sometimes order confirmation can be slow **What problems is Prospect CRM solving and how is that benefiting you?** It can change the way we work in terms of communication. I am able to check my own customers/inventory/sales instead of relying on another team member. Access to colleagues accounts to help out when needed. The workplace is better streamlined and allows time to re be allocated to investing time into more sales. ### 50. Intuitive interface **Rating:** 4.0/5.0 stars **Reviewed by:** Bronwyn C. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2021 **What do you like best about Prospect CRM?** Prospect has a clean interface which is intuitive to use. **What do you dislike about Prospect CRM?** Sometimes it doesn't save when you update information. **Recommendations to others considering Prospect CRM:** It is a good CRM which is hosted in a browser, meaning it can be accessed from anywhere, whether in the office, working from home or on the road. The layout is clean and easy to learn and it is easy to update information **What problems is Prospect CRM solving and how is that benefiting you?** We are keeping our database up-to-date by regularly verifying our customer details. A benefit is we have all our customer contacts in one place. ## Prospect CRM Discussions - [What is Prospect CRM used for?](https://www.g2.com/discussions/what-is-prospect-crm-used-for) - [How much does workflow max cost?](https://www.g2.com/discussions/how-much-does-workflow-max-cost) - [What is a CRM tracking system?](https://www.g2.com/discussions/what-is-a-crm-tracking-system) - [What is the best free CRM software?](https://www.g2.com/discussions/what-is-the-best-free-crm-software) - [What are the features of CRM software?](https://www.g2.com/discussions/prospect-crm-what-are-the-features-of-crm-software) - [View Prospect CRM pricing details and edition comparison](https://www.g2.com/products/prospect-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+23%3A02%3A02+-0500&secure%5Bsession_id%5D=c5f9f404-8894-4d74-9d90-c5fbd2528406&secure%5Btoken%5D=ba292b03e38a6d3edd3da788f83c56de0789f28469a3b1b2b68133cbf98607ac&format=llm_user) ## Prospect CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Prospect CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,583 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,985 reviews)