Prospect CRM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Overall there is no particular function I can find fault with. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I do not have any dislikes about using Prospect CRM. Review collected by and hosted on G2.com.

I like the way we can track current customers and their spend and engagement very easily. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing other than a few initial teething issues that were quickly resolved by the team. Review collected by and hosted on G2.com.

Integration with Unleashed Inventory software and Xero Review collected by and hosted on G2.com.

Updating in Prospect doesn't update Unleashed but does the other way. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I would like the total order figures to reflect the invoiced amount instead of the total confirmed sales amount. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

All processes can be monitored and targeted to specific dates. Review collected by and hosted on G2.com.

Pages do not refresh to where you left it, always goes back to the top but a very minor issue. Review collected by and hosted on G2.com.