---
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: '2026-08-04'
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 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=9&section=pricing&secure%5Bexpires_at%5D=2026-08-06+14%3A23%3A32+-0500&secure%5Bsession_id%5D=1b6ce4fe-9090-4f90-b478-c5e624ea928f&secure%5Btoken%5D=1b83a181a086519928a621f1fd127a62868420c92b2846f5256bbb5e0f193624&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 (24,680 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)

