I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. Prospect CRM helps me keep consultations, follow-ups, and daily activities organized in one place. Earlier, important reminders and follow up tasks were spread across notes and different files, but with Prospect CRM it is much easier to track what needs attention and what has already been completed. The system is easy to use and did not require a complicated setup. After spending a little time with it, creating tasks, managing activities, updating records, and checking progress became quite straightforward. I use it regularly to keep track of patient follow-ups, consultation-related activities, and routine work that needs to be completed on time.

One feature I find useful is task and follow-up management. It helps me organize pending work, schedule activities, and make sure important follow-ups are not missed. The dashboard is also helpful because it gives a quick overview of ongoing activities and helps me stay organized during busy workdays. I also like that customer records, activity history, reporting, reminders, and search functions are available in one place. This makes it easier to find information quickly instead of checking multiple files or notes. For my health education work, I can also keep track of content-related activities and reminders in a more structured way. Performance has been good for my daily work. Opening records, updating tasks, checking activity history, and reviewing follow-ups feels smooth and does not slow down my workflow.

The number of features feels practical without being overwhelming. It includes activity tracking, dashboards, reporting tools, reminders, customer management, and workflow organization that support day-to-day work. Integration and implementation were smooth, and the available help resources were useful whenever I needed guidance. Overall, Prospect CRM helps me stay organized, manage follow-ups more efficiently, and keep routine clinic and content-related activities structured. It saves time and makes daily work easier to manage. Review collected by and hosted on G2.com.

Task management works well, but it would be helpful if reminders were a little more noticeable. For important follow-ups, stronger notification options could make activity tracking even better. The search and activity tracking features are useful, but when there are many records and ongoing updates, finding very specific information can sometimes take a few extra steps. Review collected by and hosted on G2.com.

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

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.

easy to use, perfectly arranged my database so that we can access essaly Review collected by and hosted on G2.com.

Centralized customer data, cant use for bulk action, different rules for accses Review collected by and hosted on G2.com.

I particularly like the inventory-aware quoting feature of Prospect CRM. It connects in real-time with our inventory management system to provide accurate quotes only for products in stock, avoiding the embarrassment of quoting for out-of-stock items. This significantly enhances our professionalism in the eyes of our customers. Its seamless integration capabilities across multiple systems are also impressive, perfectly adapting to tools we commonly use, such as Unleashed inventory software and the Xero financial platform, with almost zero data transmission delay, greatly reducing human errors and cross-department communication costs. Additionally, I appreciate its intuitive visual dashboard and precise data analysis features, which allow us to quickly identify high-value customers and develop effective sales strategies. The interface design of Prospect CRM is simple and clear, making it very user-friendly for older team members, and its excellent customer support ensures quick adaptation to new features. Finally, its fast order entry process greatly shortens the order processing cycle, ensuring efficiency in collaboration, which meets the expectations of customers in the German-speaking region. Review collected by and hosted on G2.com.

Marketing functions are weak and difficult to adapt to the diverse marketing scenarios in the German-speaking region: Currently, its core advantage lies in the linkage between sales and inventory, but it lacks marketing-related functions. For example, after participating in large industry exhibitions like the Hannover Messe in Germany, we need to import potential customer leads collected at the exhibition in bulk and automatically trigger personalized German welcome emails, product manual pushes, and other nurturing actions. However, Prospect CRM does not have built-in automated marketing processes of this kind. Additionally, it cannot directly connect with Google Germany or local industry vertical advertising platforms, making it impossible to automatically capture marketing leads and campaign data from these channels. This results in the marketing team having to manually organize data, which is not only time-consuming but also prone to delays in lead follow-up, making it difficult to meet our marketing needs for precisely reaching customers in the German-speaking region. Review collected by and hosted on G2.com.

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.

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

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

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

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.

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.

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.

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

I loved the promise of a CRM that focused on retention rather than acquisition, and integrated 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 resolve 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 diligently 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.

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.

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.

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.