--- title: Prospect CRM Reviews meta_title: 'Prospect CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 100 reviews by the users' company size, role or industry to find out how Prospect CRM works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 100 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Prospect CRM Reviews **Vendor:** ProspectSoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 100 ## 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 simplifies database management and enhances workflow efficiency. (3 reviews) - Users value the **easy setup** of Prospect CRM, which enhances workflow efficiency and simplifies report generation. (2 reviews) - Users value the **efficiency** of Prospect CRM, facilitating smooth operations and effective report generation. (2 reviews) - Users value the **extensive features** of Prospect CRM, appreciating its customizable workflows and detailed sales reports. (2 reviews) - Users value the **organization efficiency** of Prospect CRM, which simplifies reporting and streamlines workflow effectively. (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 report significant **integration issues** with Prospect CRM, leading to difficulties connecting with essential apps and services. (3 reviews) - Users express frustration over the **missing features** in Prospect CRM, limiting its effectiveness for B2B and B2C needs. (3 reviews) - Users express frustration with **deceptive sales promises** , highlighting poor support and lack of valuable features in Prospect CRM. (2 reviews) - Users report significant **connectivity issues** with Prospect CRM, including poor integration and syncing that hampers functionality. (1 reviews) - Users find **feature issues** with Prospect CRM, as promised functionalities lag behind real-world performance and integration. (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. 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. ### 2. 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 ### 3. 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. ## 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?filters%5Bsentiment_snippet%5D=1205511&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+20%3A08%3A55+-0500&secure%5Bsession_id%5D=bb0bc090-fbce-4601-9cc5-a0a0109688b4&secure%5Btoken%5D=016419bc013c06af137a33a7cc59fa00fde2eac2f8596053eeef95b04d2b2f63&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,061 reviews)