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Prospect CRM

By ProspectSoft

4.6 out of 5 stars

How would you rate your experience with Prospect CRM?

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Prospect CRM Reviews & Product Details

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Pricing

Pricing provided by Prospect CRM.

Start-Up CRM

Starting at £167.00
4 User Per Month

Professional CRM

Starting at £334.00
4 User Per Month

Prospect CRM Media

Prospect CRM Demo - Maximise customer lifetime value with Prospect CRM's RFM Analysis
By analysing how recently and often customers purchase — and how much they spend — you can tailor messaging, improve retention, and maximise revenue.
Prospect CRM Demo - Turn leads into deals with Prospect CRM's Opportunity Management & Tracking
Generate high quality leads and make the most of an opportunity by utilising CRM opportunity management to close new business sales.
Prospect CRM Demo - Make data-driven decisions with Prospect CRM's End-to-end Reporting
As the #1 Stock-Aware CRM, Prospect CRM reporting analyses data across the business - from orders, quotations and opportunities, all the way through to performance by product.
Prospect CRM Demo - Maximise revenue with Prospect CRM's Matrix
Sync your customer, order, and inventory data and leverage Prospect CRM's Magic Matrix to identify opportunities to boost average order value and proactively engage customers.
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Prospect CRM Reviews (94)

Reviews

Prospect CRM Reviews (94)

4.6
94 reviews

Pros & Cons

Generated from real user reviews
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Bielle  B.
BB
"Overpromised But Underperformed"
What do you like best about Prospect CRM?

I like how much they promised us in the sales calls. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

adrian b.
AB
Telemarketer/Data Admin
Small-Business (50 or fewer emp.)
"Always reliable would recommend it wholeheartedly!"
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. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

I have no gripes. I will certainly be back again if any problems do occur! Review collected by and hosted on G2.com.

MZ
Photographer
Small-Business (50 or fewer emp.)
"CRM"
What do you like best about Prospect CRM?

Provides a clear overview of sales performance with customizable workflows and sales reporting. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Some users might experience issues with integrating Prospect CRM with other apps or services. Review collected by and hosted on G2.com.

Nick A.
NA
Sales Executive
Small-Business (50 or fewer emp.)
"Review from Sales role"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Food Production
UF
Mid-Market (51-1000 emp.)
"Prospect CRM - An invaluable Tool for your Sales Team"
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 Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Some of the integration is a little clunky but it is in a very small scale Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
Small-Business (50 or fewer emp.)
"I Really Wanted to Like It But The Silence Was Deafening"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Building Materials
AB
Small-Business (50 or fewer emp.)
"Hard to navigate, bad reporting, impossible to cancel"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Mid-Market (51-1000 emp.)
"Prospect CRM"
What do you like best about Prospect CRM?

Streamlining how I work, cleint history available with ease, invoicing has been made quicker etc. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

My lack of training is limiting my experience, need to be able to navigate easier. Review collected by and hosted on G2.com.

Barry K.
BK
Digital Marketing Consultant
Small-Business (50 or fewer emp.)
"Great tool for building our business"
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. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Documentation could use some building out. Backend database tools aren't always fully functional or intuitive. Review collected by and hosted on G2.com.

TV
Senior Portfolio Manager
Government Administration
Mid-Market (51-1000 emp.)
"focus on stock management"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Prospect CRM.

Start-Up CRM

Starting at £167.00
4 User Per Month

Professional CRM

Starting at £334.00
4 User Per Month

Advanced CRM

Starting at £1,847.00
15 User Per Month
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Prospect CRM Features
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Lead Management
Knowledge Base
Call Center Features
Support Analytics
Reporting
Dashboards
Forecasting
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Prospect CRM
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