--- 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: '2026-07-23' 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. 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. ### 2. Prospect Soft **Rating:** 5.0/5.0 stars **Reviewed by:** Natasha C. | Technical Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2022 **What do you like best about Prospect CRM?** The analytical side of this software is excellent **What do you dislike about Prospect CRM?** Sometimes using this system can be difficult to analyse month on month sales **What problems is Prospect CRM solving and how is that benefiting you?** I can see how much sales i have made from customers, which i couldnt see before ### 3. Best CRM out there **Rating:** 5.0/5.0 stars **Reviewed by:** Jaime M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2021 **What do you like best about Prospect CRM?** The ease of use and the way that it integrates with other systems that we use. It has really streamlined our customer approach and allows us to gain a real competitive edge in a fast-moving industry. **What do you dislike about Prospect CRM?** We have not come across anything we dislike **What problems is Prospect CRM solving and how is that benefiting you?** Time management, Reporting, Stock Movement ### 4. Great service, really prompt and always very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Janita C. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2021 **What do you like best about Prospect CRM?** The Chat facility, really helpful because I can ask a question and while I am waiting for an answer I can get on with other work. Then as soon as they response I am then able to message. Also, I never have to wait longer than 10 mins normally. **What do you dislike about Prospect CRM?** I like everything really about ProspectSoft, sometimes it can be a little confusing when they do updates but there is always the little notification tab that allows you to see exactly what they have changed and why and gives instructions on new features etc. **Recommendations to others considering Prospect CRM:** Make sure your data is in a format that can be transferred into Prospectsoft, this makes set up so much easier and faster **What problems is Prospect CRM solving and how is that benefiting you?** Its been really helpful having everything in one place for customers, from orders through to important documents, its really improved our efficiency in many areas and its very easy to use. Also, the RFM analysis is a great tool which has really helped us to catch up with customers that we otherwise may not have realised had not ordered for a while. ### 5. CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Morgan T. | Assistant Director, Enterprise (> 1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Prospect CRM?** It helps to keep on top of tasks and see all my notes **What do you dislike about Prospect CRM?** Need to see tasks pop up at a specific day and time **What problems is Prospect CRM solving and how is that benefiting you?** Better quality conversations, the retention of the information in the CRM is of great value especially with competitive tracking. Business performance has also increased. ### 6. Prospect Implementation in a rapidly growing company **Rating:** 4.5/5.0 stars **Reviewed by:** Rob G. | Vice-President Commercial Relations & Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2021 **What do you like best about Prospect CRM?** A number of expected benefits plus some great unexpected capabilities. We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track monitor and follow up on quote status and a practical manner. A lot fell through the cracks. Prospect delivers great analytics we couldn't do before. Time since last order, conversion rates, customer productivity and potential etc. The system forces the user to assign tasks. What we thought was annoying at first is in fact a great project management and communication tool as it automatically alerts whoever the task is assigned to and allows me to have the overall view at a glance of who is supposed to be delivering what and on which day. Subtotaling quotes, moving line items around - super easy. **What do you dislike about Prospect CRM?** The template and document layouts between Prospect and Unleashed don't quite line up but that's manageable Some of the terminology and processes are a bit counter-intuitive but once you know how to do it it's easy. The support staff at Prospect helped us solve every query. **What problems is Prospect CRM solving and how is that benefiting you?** Much better tracking of quote status, task assignment and client purchasing analytics that we could not do prior to Prospect. Unexpected bonus and time-saver: We can calculate the weight of an order which is critical for preparing a shipping quote. Hadn't even considered this when we purchased the software. Simple yet impactful. ### 7. Amazing tool to help our business blossom! **Rating:** 5.0/5.0 stars **Reviewed by:** Megan P. | Sales & Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2021 **What do you like best about Prospect CRM?** The recall settings and pipelines - very really ensure a new enquiry is not missed! **What do you dislike about Prospect CRM?** Sometimes duplicated profiles are made when a customer orders from Shopify **What problems is Prospect CRM solving and how is that benefiting you?** Making sure we contact every customer and never miss an opportunity! ### 8. Amazing CRM collaboration !!! **Rating:** 4.5/5.0 stars **Reviewed by:** André K. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2021 **What do you like best about Prospect CRM?** Prospect CRM is for us an innovative system that has allowed us to amplify sales and achieve great results, thus having a complete and detailed sales system where we can unify with the digital marketing system to be able to attract potential customers and amplify its effectiveness, I am very happy because the CRM tools that it offers us are very innovative and the ideas or tips that they indicate to achieve a specific sale or in turn automatic sales are very effective in my opinion it is a very complete system and it is easy to implement in the company. **What do you dislike about Prospect CRM?** The system is basic, a complete CRM but allowing it to attract potential customers is the main function and it achieves it, it is for that reason that I do not have any negative or negative points regarding the functionality of the system. implement other extensions such as a CRM system by mail, social networks in that way is expanded much more. **Recommendations to others considering Prospect CRM:** The system works and in a fast and efficient way we have managed to implement it in the company without any help from third parties, which is why it makes it much simpler to be able to use the tools is very intuitive and each of them is explained how it works and how to use it effectively without any inconvenience, I recommend the service because the CRM it offers is very broad. **What problems is Prospect CRM solving and how is that benefiting you?** Mainly the functionality of this system is to make sales in a concrete and efficient way, so we have seen that the system works very well, we have not had any kind of inconvenience regarding the functionality of this system, with Prospect it has been allowed to associate with marketing To expand and attract more users and ultimately it was achieved and we have no complaints, everything is simple and practical, each use and tool can be used without training or help. ### 9. Great System and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Maria B. | Sales Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2021 **What do you like best about Prospect CRM?** I like the system overall, but the future I most like is the RFM analysis I find it, very useful, organizes your customers by many segments, so very easy to find the customers that I should prioritize attention, to check the loyal and best ones. A great tool when creating sales and marketing campaigns as well. **What do you dislike about Prospect CRM?** I haven't used the system very long, so nothing to dislike so far. **What problems is Prospect CRM solving and how is that benefiting you?** For my role as Sales Rep, the RFM analysis help to keep my accounts more organized, and now I know which are the customers that I should concentrate on first. ### 10. Easy to use CRM system **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | Business & Digital Transformation Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2021 **What do you like best about Prospect CRM?** Easy to use with a good dashboard layout, so you can see key areas of business information, also a good outlook office 365 link and a good integration to Unleashed and Mailchimp, all equals a well-rounded product, that's not too complicated for users. The support service via chat message is also extremely easy to use and well attended. **What do you dislike about Prospect CRM?** Nothing really to report. It does what it is supposed to do! **What problems is Prospect CRM solving and how is that benefiting you?** It's allowed a quicker and more streamlined way of logging customer issues and returns. As well as providing a good way of sharing opportunities and tasks within our organisation. ### 11. Prospectsoft ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Prospect CRM?** Propsectsoft software is easy to use and any queries are answered very promptly **What do you dislike about Prospect CRM?** I have not come across any downsides. Any questions or problems are answered promptly . **What problems is Prospect CRM solving and how is that benefiting you?** Prospect soft is used by me day to day for reporting and provides an instant reminder to follow up on tasks which I may have been set ### 12. Great software **Rating:** 5.0/5.0 stars **Reviewed by:** carolyn s. | sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2021 **What do you like best about Prospect CRM?** I Like the way we can create professional-looking quotations and store all our customer orders/information. Allowing us to create reports and get a better understanding of sales **What do you dislike about Prospect CRM?** I found the opportunity section quite hard to use and sometimes it doesn't recognize a contact if there is a slight difference in spelling **Recommendations to others considering Prospect CRM:** I would recommend Prospect as it saves your company time and allows you to access and store information for marketing purposes. It also enables you to provide a more professional and efficient service. **What problems is Prospect CRM solving and how is that benefiting you?** We have solved the issue of raising invoices as we can now convert a quotation to an order by clicking a few buttons ### 13. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Katie B. | Purchasing, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2021 **What do you like best about Prospect CRM?** Easy to use , customisable to suit your needs **What do you dislike about Prospect CRM?** No way of rounding up all the selling prices to the nearest £ in one action **What problems is Prospect CRM solving and how is that benefiting you?** Much easier to report with , greater tracking of project process ### 14. Great CRM and excellent training, service and support/tech team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2020 **What do you like best about Prospect CRM?** Easy to use, control all parts of your pipeline and business. Send quotes, follow up all contact and ultimately use as a digital PA **What do you dislike about Prospect CRM?** I can't say there's anything I dislike. If I were to say something, it would be petty and probably made up. **Recommendations to others considering Prospect CRM:** If you need a CRM get onto the team, it’s a game changer. **What problems is Prospect CRM solving and how is that benefiting you?** I am keeping on top of all prospects, quotes, and potential business. ### 15. Easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2021 **What do you like best about Prospect CRM?** 'Prospect University' has step by step videos to assist you with all aspects of this CRM **What do you dislike about Prospect CRM?** Not so easy to delete obsolete customers **What problems is Prospect CRM solving and how is that benefiting you?** Generating reports much easier than most spreadsheets ### 16. Quick, easy, effective **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Co-Founder & Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2020 **What do you like best about Prospect CRM?** - We've been using Prospect365 CRM for a few months - it works brilliantly with the connected apps - the hookups were quick and easy, and we're already reaping the benefits. - Linked apps were easy to set up, and have provided valuable insights and streamlined a load of our processes. - The team at Prospect are quick, polite, friendly, knowledgeable and they took the time to understand our business during the onboarding. - Massively recommended! **What do you dislike about Prospect CRM?** There is almost to much customisation possible, but that's prob not a disadvantage. A hookup with Apple Mail would be really useful, but there's a workaround we can use for the moment. **What problems is Prospect CRM solving and how is that benefiting you?** Streamlines quoting and lead generation process Enables quick sharing of leads amongst sales team Pipeline management is really easy Sales forecasting is much better than our previous systems API hookups to connected apps we use (Xero & Unleashed) means all parts of our business are always up to dat and always accessible in the cloud. ### 17. Prospect CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Prospect CRM?** you can see which customers are dropping **What do you dislike about Prospect CRM?** Slow interaction wtih Sage 50........... **What problems is Prospect CRM solving and how is that benefiting you?** We can keep an eye on existing customers and if their turnover is increasing or reducing. ### 18. Excellent Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Paul R. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2021 **What do you like best about Prospect CRM?** We have been using ProspectSoft's CRM software for nearly 12 months. It's integration with Xero and Unleashed is faultless. We have fewer duplications of input, massive insight into to client behaviour and a support team that are so easy to work with - Loom tutorials are fabulous! **What do you dislike about Prospect CRM?** Some issues with Office 365 email integration, but only sporadic **Recommendations to others considering Prospect CRM:** If you use Unleashed then this product is a must have. Make sure you test Outlook integration meets your requirements **What problems is Prospect CRM solving and how is that benefiting you?** Client insights on spend, loyalty etc ### 19. Great product, and company. By far the most industrious CRM provider I've worked with **Rating:** 5.0/5.0 stars **Reviewed by:** Stewart W. | Head of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2021 **What do you like best about Prospect CRM?** Further tasks Efficient communications Sales Analysis Modern Dashboard and overview **What do you dislike about Prospect CRM?** Nothing. Prospect fix any issues using their voting system. **What problems is Prospect CRM solving and how is that benefiting you?** Sales trend analysis. Categorisation of companies that allows targeted marketing Colleague activity to see which departments need additional support. Reduces email traffic ### 20. CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2021 **What do you like best about Prospect CRM?** The ease of use and the ability to review and manage the sales pipeline of the business **What do you dislike about Prospect CRM?** Whilst it's a great system, there could / should be an App for ease of use while on the go **What problems is Prospect CRM solving and how is that benefiting you?** The ability to forecast and plan is something we never had as a business before ### 21. Making company management more effective **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2020 **What do you like best about Prospect CRM?** Task management monitors all daily schedules and we can integrate calendars and better observe daily activities. Tracking customer information. Everything can be synchronized with the company's email and CRM. It has integrated email templates and also social media. It has a tool that analyzes the effectiveness of the organization's various marketing activities, tracks problems and shows it in detail to the client. **What do you dislike about Prospect CRM?** I have no negative points to mention about the product. Prospect CRM works very well and I had no problem with it. **Recommendations to others considering Prospect CRM:** I recommend it because it brought several benefits to the company and users only have compliments about the product. **What problems is Prospect CRM solving and how is that benefiting you?** The company needed software that would store and retrieve customer information. With Prospect CRM we find the solution. We use it daily and the information is managed easily and simply. We can also have a better management of budgets and customer orders, having the opportunity to share information about products and prices. ### 22. Very good and reliable CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Prospect CRM?** Easy to use CRM software that integrates with Sage 50 and Stripe payment software. Very reliable and if something goes wrong, service desk make a big effort to get us back working again. **What do you dislike about Prospect CRM?** We do not have anything specific we do not like about this product **What problems is Prospect CRM solving and how is that benefiting you?** None ### 23. Great product and Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2021 **What do you like best about Prospect CRM?** Great customer service for set up of software. Integrates well with other software we sue. Great ability to track sales and customer journeys. **What do you dislike about Prospect CRM?** There are a few minor functions that we would have liked to see, however with the function to submit ideas for review, this can be overcome. **What problems is Prospect CRM solving and how is that benefiting you?** We have seen an increased benefit of being able to track customers, their journeys, and complete follow ups and sales. ### 24. Wholesale distribution **Rating:** 4.0/5.0 stars **Reviewed by:** Julian B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2020 **What do you like best about Prospect CRM?** Inventory management was a paramount priority, Prospectsoft integrates our stock movements with the communication and sales process - streamlined **What do you dislike about Prospect CRM?** Fair amount of customisation for fields of entry etc but view this as a hurdle to manage as it is a positive. **Recommendations to others considering Prospect CRM:** We found that stock/inventory management was harder to solve than digital marketing and email automation - Prospect does do both but stronger on inventory/distribution processes so opted to solve the latter issues of digital marketing / email automation with smaller / cheaper services if required as we have yet to full exploit prospectsofts functions in this regard. **What problems is Prospect CRM solving and how is that benefiting you?** Automation and streamlined process from receiving communication, quotes,sales, dispatch with various customer types and varying processes. ### 25. A great addition to our business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2021 **What do you like best about Prospect CRM?** Our Sales team are able to check stock levels, previous price paid and other really useful information on their phones/tablets whilst on the road meaning they don't need to keep contacting the office. **What do you dislike about Prospect CRM?** On occasion the system fails to fire up and you have to refresh. But in fairness it usually resumes pretty quickly **What problems is Prospect CRM solving and how is that benefiting you?** Good to track order frequency and it highlights when customers haven't ordered. ### 26. An excellent tool for developing business **Rating:** 5.0/5.0 stars **Reviewed by:** Darren P. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Prospect CRM?** We added Prospect to our business system with a view to increase our management of our sales and marketing efforts. prospect proved to be a great addition and easily integrated with our existing Xero & Unleashed systems. **What do you dislike about Prospect CRM?** At present we have found no problems with using Prospect. **What problems is Prospect CRM solving and how is that benefiting you?** We are still learning, finding new features and ways of doing. Prospect has introduced some new ideas and helped us develop new and alternative processes. ### 27. Very Useful and Easy to use system **Rating:** 5.0/5.0 stars **Reviewed by:** Alex F. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2020 **What do you like best about Prospect CRM?** How the linked Apps make it very easy to use and raise invoices on sage. How neat the quotes and emails look when sending them to customers. the reminders to contact and follow up customers and quotes. **What do you dislike about Prospect CRM?** No Complaints on the CRM, very easy to use, would reccomend! **Recommendations to others considering Prospect CRM:** Would recommend, makes it so much easier. **What problems is Prospect CRM solving and how is that benefiting you?** No problem with this, benefits are that it is much easier to keep track of customers and who has proceeded etc. ### 28. Happy user **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Prospect CRM?** Easy of use and navigation. Good front end **What do you dislike about Prospect CRM?** Nothing really, it ticks all my boxes. It's fully customised if you need it. **Recommendations to others considering Prospect CRM:** Trial it and get the team in to show yiu the demo. **What problems is Prospect CRM solving and how is that benefiting you?** Customer management and tracking services calls etc ### 29. Easy Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Laura W. | Lighting Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Prospect CRM?** Upgrading from the old Prospect to the new cloud based CRM has made life so much easier especially if you are on the move all the time like the sales reps. **What do you dislike about Prospect CRM?** All that is left to develop is an App... **What problems is Prospect CRM solving and how is that benefiting you?** So much quicker to produce reports for meetings. ### 30. Easy to use yet powerful CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2020 **What do you like best about Prospect CRM?** how easy the system is to use, retrieving customer information and notes is fast **What do you dislike about Prospect CRM?** limited in depth reporting such as call target V actual or detailed sales reporting. **Recommendations to others considering Prospect CRM:** We have been a user of prospectsoft for around 8 years now, the CRM has undoubtedly helped us grow our sales opportunities and makes following KPI's simple and straight forward. I have seen many CRM over the last 15 years but for me this platform offers the best "user" not just management experience. **What problems is Prospect CRM solving and how is that benefiting you?** Prospecting with targetted focuses using the pipeline stages within the CRM ### 31. Fantastic Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2021 **What do you like best about Prospect CRM?** The ease of using the software, very easy to get used to and navigate around the different features **What do you dislike about Prospect CRM?** The address search function can be hard to navigate **What problems is Prospect CRM solving and how is that benefiting you?** The task/problem function really helps to keep track of and chase orders and issues ### 32. Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa L. | Key Accounts, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2020 **What do you like best about Prospect CRM?** Easy to navigate around screens Fast reporting User friendly screen Helpful online chat button **What do you dislike about Prospect CRM?** When producing a quotation, the inability to copy and paste singular quotation lines or make a particular line 'inactive' as options, rather than deleting lines. **Recommendations to others considering Prospect CRM:** The CRM speeds up several business processes, easy to use screen and helpful instant support. **What problems is Prospect CRM solving and how is that benefiting you?** There is a clear 'lead' workflow Reporting is instant, even with historical files The ability to prompt the next process/assign to the stakeholder ### 33. Great software! **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca D. | Customer Service Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2020 **What do you like best about Prospect CRM?** Easy to use, helpful features for day to day use. **What do you dislike about Prospect CRM?** lots of screens when doing quotes/samples. **Recommendations to others considering Prospect CRM:** We have had an easy move over to ProspectSoft and would recommend to anyone who is thinking of changing their software. Easy to use and a great support team. **What problems is Prospect CRM solving and how is that benefiting you?** Updated software which is great for keeping contacts up to date and running reports are easier. ### 34. Amazing, easy, fast **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel E. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2020 **What do you like best about Prospect CRM?** so easy to navigate, easy to place orders, it does all the hard work for you **What do you dislike about Prospect CRM?** not much i can think of, its so much better than my previous system **What problems is Prospect CRM solving and how is that benefiting you?** the report feature is brilliant, saves me so much time ### 35. Prospect 365 is great for managing opportunities, creating and sharing quotations **Rating:** 5.0/5.0 stars **Reviewed by:** Peter S. | Head Of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Prospect CRM?** Prospect 365 is great for managing opportunities, creating and sharing quotations and associated documents. Seamlessly works with Unleashed and Xero. Each adviser I have spoken with have been brilliant, providing quick responses to any queries I've had. **What do you dislike about Prospect CRM?** The option to mass download files created in Prospect would be useful **Recommendations to others considering Prospect CRM:** Request a demo and trial. The Prospect staff are excellent at responding and will provide honest and quick responses to all queries **What problems is Prospect CRM solving and how is that benefiting you?** Managing opportunities Creating and sharing quotes Visualising stock levels, cost and RRP pricing flowing through from Unleashed ### 36. Easy to use and highly effective CRM package **Rating:** 5.0/5.0 stars **Reviewed by:** Nell N. | Salesperson, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2020 **What do you like best about Prospect CRM?** Fantastic Software and easy to Navigate. Staff very helpful and rectify issues promptly . Would Highly recommend **What do you dislike about Prospect CRM?** Stocks sometimes slow matching up with the stock system, however this is very rare and when this does happen the staff are very quick to rectify the problem. **What problems is Prospect CRM solving and how is that benefiting you?** Having everything you need in one Software package with out the need to flick between different systems. All customer details in one place. ### 37. Great CRM, would recommend to anyone who needs to keep on top of their sales pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2020 **What do you like best about Prospect CRM?** Very easy to use. Great reporting tools and lots of ways to analyse data **What do you dislike about Prospect CRM?** There isn't anything i've come across on Prospect which i'd change **What problems is Prospect CRM solving and how is that benefiting you?** Keeping on top of my sales pipeline ### 38. A CRM that speaks volume **Rating:** 4.0/5.0 stars **Reviewed by:** Ardit T. | Financial Planning and Analysis Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2020 **What do you like best about Prospect CRM?** I liked how the software allowed visibility to the sales activity for our company. It also had great reporting. **What do you dislike about Prospect CRM?** Sometimes it would glitch and you had to start all over again into reporting or recording a new opportunity **Recommendations to others considering Prospect CRM:** Ask for a free trial and see how it connects with the other systems **What problems is Prospect CRM solving and how is that benefiting you?** We can see how sales prospects are being handled. Also have the ability to understand volume and activity ### 39. Helped me get through the work. **Rating:** 3.5/5.0 stars **Reviewed by:** Lindsay c. | Professional Clothier, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2020 **What do you like best about Prospect CRM?** Was very helpful in finding the information I couldn't generate on my own and kept me organized **What do you dislike about Prospect CRM?** Wasn't completely categorized. Had to click in various places. **What problems is Prospect CRM solving and how is that benefiting you?** Learning how to stay up to date month to month with prospects. Benefits are learning. ### 40. Prospect CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2020 **What do you like best about Prospect CRM?** Prospect CRM is a great CRM tool where we used it departmentally by sales team. Uploading of contacts, creating customized templates, checking duplicates and running sales campaign is so easy. Minimizes internal clashes. Interface is very good. **What do you dislike about Prospect CRM?** Bounced rates can't be seen individually. **Recommendations to others considering Prospect CRM:** Running sales campaign Maintaining leads Creation and nurturing leads **What problems is Prospect CRM solving and how is that benefiting you?** Checking Duplicate accounts Creating leads Running campaigns Maximum Outreach ### 41. Most complete CRM of the market **Rating:** 4.5/5.0 stars **Reviewed by:** Joshua J. | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 30, 2019 **What do you like best about Prospect CRM?** Excellent customer service from the support team, various characteristics and parameters of use **What do you dislike about Prospect CRM?** With nothing to object to prospectcrm, it seems to me that it is a very complete platform in all areas, all correct with it. **Recommendations to others considering Prospect CRM:** Interface very easy to use, try it out and maybe you like it. **What problems is Prospect CRM solving and how is that benefiting you?** Have a more correct development of my activities and more effective control of my final and specific statistics of each project that I pun in operation. ### 42. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Annmarie M. | Team Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2019 **What do you like best about Prospect CRM?** Very Good CRM, easy to use and great support from the prospect team. We all find it very easy to navigate. **What do you dislike about Prospect CRM?** I would like it if we could just scroll through a list of customers A-Z rather than having to run a report to get it. **Recommendations to others considering Prospect CRM:** Learn as much as you can, use help and directions pages **What problems is Prospect CRM solving and how is that benefiting you?** No problems so far really. Great for keeping track of campaigns, sources ect.. ### 43. Just the ticket! **Rating:** 5.0/5.0 stars **Reviewed by:** Jemma C. | Business Development Executive, Media Production, Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2019 **What do you like best about Prospect CRM?** It is simple to use, easy to locate what you are looking for and just not over complicated at all. Very user friendly. **What do you dislike about Prospect CRM?** I can honestly only think of positives! There is nothing negative to report. **What problems is Prospect CRM solving and how is that benefiting you?** The notes system is very handy for myself and other colleagues to keep a track of one anothers work to avoid any upset or confusion for our customers. ### 44. would recommend highly **Rating:** 5.0/5.0 stars **Reviewed by:** Chris Y. | Commercial Support Officer, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2019 **What do you like best about Prospect CRM?** very easy to understand and use. simple transition from our sage system **What do you dislike about Prospect CRM?** I haven't come across anything yet that I do no like **Recommendations to others considering Prospect CRM:** would highly recommend to forward thinking, analysis driven companies **What problems is Prospect CRM solving and how is that benefiting you?** allow us to gather more valuable statistics ### 45. Prospect CRM is One of the Best CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2019 **What do you like best about Prospect CRM?** It's has all facility like Lead , Opportunity , Offer , Order , Dashboard and many more **What do you dislike about Prospect CRM?** In Prospect CRM nothings is there to dislike. **Recommendations to others considering Prospect CRM:** Yes, I do Recommend to others **What problems is Prospect CRM solving and how is that benefiting you?** 1) Lead to Opportunity Conversion 2) Lead Followup ### 46. Excellent performance **Rating:** 5.0/5.0 stars **Reviewed by:** Neida M. | Customer Service and Export Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2019 **What do you like best about Prospect CRM?** Not only this CRM offers excellent advantages to our business but also as a company they offer great customer service, always replying promptly to any queries and taking on board our suggestions. **What do you dislike about Prospect CRM?** Maybe more training is needed to make the most of it. **Recommendations to others considering Prospect CRM:** Exchequer integration is brilliant **What problems is Prospect CRM solving and how is that benefiting you?** Focused Marketing Campaigns. We can select the targeted public for our campaigns with ease. ### 47. 5* experiance **Rating:** 5.0/5.0 stars **Reviewed by:** kerry c. | mrs, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2019 **What do you like best about Prospect CRM?** easy to use brilliant customer service always help with every query **What do you dislike about Prospect CRM?** no problems found from prospect as yet more than happy **What problems is Prospect CRM solving and how is that benefiting you?** packing error more effective reporting ### 48. Refreshing experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2019 **What do you like best about Prospect CRM?** Ease of use and reports and the support call centre, great service every time and SO quick **What do you dislike about Prospect CRM?** we have had no issues since implementation **What problems is Prospect CRM solving and how is that benefiting you?** ease of transition between goods out and intial sales order team ### 49. Ideal for our Wholesale Business **Rating:** 5.0/5.0 stars **Reviewed by:** James T. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2019 **What do you like best about Prospect CRM?** We have been using Prospect365 for many years now. We believe it is the ideal sales and CRM tool for us. With live data, both our internal and external employees can see exactly the same data in real time. **What do you dislike about Prospect CRM?** I dont have any issues with the CRM system **What problems is Prospect CRM solving and how is that benefiting you?** Enabling all our employees to work together, seeing all the same data. Also enables us to give our customers correct information when talking to them. ### 50. Fabulous service for many years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2019 **What do you like best about Prospect CRM?** The search facility works seamlessly. great assistance when needed **What do you dislike about Prospect CRM?** I keep closing the cloud version down by mistake **What problems is Prospect CRM solving and how is that benefiting you?** customer databases equipment tracking ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+02%3A45%3A26+-0500&secure%5Bsession_id%5D=7724e9ff-5e0c-46be-90a2-fce0a65f42df&secure%5Btoken%5D=f439fd94bc080e54fb839fb541700b14a8ce8870411d2bd52a36fba95daf7529&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 (24,679 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,289 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)