MA
Malcolm A.
Technical Director
Small-Business (50 or fewer emp.)
"Satisfied ProspectSoft customer since 2008"
5/5
What do you like best about Prospect CRM?

All data for customers, products & enquiries easily accessible through clear easy to understand & customisable interface.

Technical support for regular issues clear & promptly available. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Technical support for deeper issues relevant to customised units often takes longer to resolve. Review collected by and hosted on G2.com.

Devin B.
DB
Devin B.
Chief Executive Officer
Small-Business (50 or fewer emp.)
"Easy to Use, Integrate and Submit Orders"
5/5
What do you like best about Prospect CRM?

Our company Becker First Responder Co. found Prospectsoft Ltd as we we were in the search for a new inventory system. We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We have been tremendously impressed by the implementation team as we set the entire system up. As we rolled out the new inventory system, adding Prospectsoft into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customize the platform to make it work for our unique terminology and process.

The entire team has been tremendously helpful and would highly recommend. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Being a UK based company the support hours are a little limited for our USA based hours. Their live chat support provides quick responses to us via email if they aren't available. Review collected by and hosted on G2.com.

Verified User in Computer Hardware
EC
Verified User in Computer Hardware
Small-Business (50 or fewer emp.)
"Prospect CRM - Great CRM Software"
5/5
What do you like best about Prospect CRM?

Gives great insight into our customers buying behaviour

Simple layout

All relevant KPI's on main dashboard

Integrates with Unleased Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

nothing yet ... but we have only just started using it. Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
Verified User in Wholesale
Small-Business (50 or fewer emp.)
"One of the most efficient CRMs"
4.5/5
What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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.

Esther P.
EP
Esther P.
Business Dev Manager
Small-Business (50 or fewer emp.)
"Highly Recommend"
5/5
What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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

Verified User in Wholesale
AW
Verified User in Wholesale
Small-Business (50 or fewer emp.)
"Prospect is a MUST!"
5/5
What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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.

Dave A.
DA
Dave A.
General Manager
Small-Business (50 or fewer emp.)
"BalTec UK Ltd"
4/5
What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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

LW
Lincoln W.
Office Manager
Small-Business (50 or fewer emp.)
"CRM for Wholesale Business"
5/5
What do you like best about Prospect CRM?

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

What do you dislike about Prospect CRM?

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.

Verified User in Consumer Electronics
AC
Verified User in Consumer Electronics
Small-Business (50 or fewer emp.)
"A great all-rounder"
4.5/5
What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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

MS
Michael S.
Managing Director
Small-Business (50 or fewer emp.)
"Small Business CRM"
5/5
What do you like best about Prospect CRM?

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

What do you dislike about Prospect CRM?

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