Prospect CRM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It helps to keep on top of tasks and see all my notes Review collected by and hosted on G2.com.

Need to see tasks pop up at a specific day and time Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The recall settings and pipelines - very really ensure a new enquiry is not missed! Review collected by and hosted on G2.com.

Sometimes duplicated profiles are made when a customer orders from Shopify Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I haven't used the system very long, so nothing to dislike so far. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing really to report. It does what it is supposed to do! Review collected by and hosted on G2.com.

Propsectsoft software is easy to use and any queries are answered very promptly Review collected by and hosted on G2.com.

I have not come across any downsides. Any questions or problems are answered promptly . Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Easy to use, customizable to suit your needs Review collected by and hosted on G2.com.

No way of rounding up all the selling prices to the nearest £ in one action Review collected by and hosted on G2.com.