DB

Daniella B.

C

Small-Business (50 or fewer emp.)

5/20/2022

"Brilliant CRM"

4.5/5

What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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.

UC

Verified User in Civil Engineering

Small-Business (50 or fewer emp.)

3/28/2022

"Prospect review"

4.5/5

What do you like best about Prospect CRM?

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.

What do you dislike about Prospect CRM?

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.

MB

Martin B.

Business Development Manager

Small-Business (50 or fewer emp.)

4/11/2022

"Work smarter, not harder"

4.5/5

What do you like best about Prospect CRM?

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

What do you dislike about Prospect CRM?

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.

KJ

Kara J.

Technical Sales Specialist

Small-Business (50 or fewer emp.)

7/30/2021

"Amazing Programme"

5/5

What do you like best about Prospect CRM?

It helps me to keep on top of tasks and see all relevant notes when needed Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Nothing that I dislike at this time, but it would be good to have tasks set at certain times that pop up on the screen. Review collected by and hosted on G2.com.

Recommendations to others considering Prospect CRM:

It will change the way you work. It is perfect for looking back on notes from the past and having an idea of what's been happening with your clients/ customers previously with colleagues. You can set tasks and write notes on what you need to remember for next time. Review collected by and hosted on G2.com.

What problems is Prospect CRM solving and how is that benefiting you?

Keeping up to date with what is happening with customers. The notes can be updated by everyone which really helps to have an idea of what has happened if you have had a day or a week off. Review collected by and hosted on G2.com.

UA

Verified User in Automotive

Small-Business (50 or fewer emp.)

4/20/2022

"Solid reliable CRM"

5/5

What do you like best about Prospect CRM?

Works in a variety of browsers and devices, very flexible reports Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Large feature set can be overwhelming at first Review collected by and hosted on G2.com.

AM

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

2/22/2022

"Excellent Cloud based CRM with a friendly, helpful and efficient support team"

4.5/5

What do you like best about Prospect CRM?

Reliable always available cloud solution that our team use on workstations but is just as useable on a mobile phone. Really Good integration with our accounts software and other cloud based tools that we use such as stripe. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Dashboards need a little more customisation. Review collected by and hosted on G2.com.

What problems is Prospect CRM solving and how is that benefiting you?

Prospect is helping us with our sales pipeline management and is streamlining our order processing. Company-wide awareness of our sales orders and customer service management. We are using the problem pipelines to help monitor and improve our customer service as part of our ISO quality standards. Review collected by and hosted on G2.com.

RK

Ryan K.

Business Development Rep

Mid-Market (51-1000 emp.)

12/30/2021

"Very helpful for prospecting and finding emails/phone numbers"

4.5/5

What do you like best about Prospect CRM?

It is easy to use - one click and you get everything you need for contact info Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Some contacts you do not get all info such as email or phone number Review collected by and hosted on G2.com.

MB

Mark B.

General Manager

Small-Business (50 or fewer emp.)

3/8/2022

"Small Business"

5/5

What do you like best about Prospect CRM?

Integrations, reports. Dashboards being able to tailor to our needs Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Many features, it will take us some time to go through everything this does. Review collected by and hosted on G2.com.

DR

Dan R.

Company Director

Small-Business (50 or fewer emp.)

7/21/2021

"Awesome CRM"

5/5

What do you like best about Prospect CRM?

The Support from the Team at Prospect is second to none. We now have multiple sales pipelines that mean we are getting better conversation rates. The Templates for quotes, sales orders are great. They are constantly improving the system. They have an ideas portal that enables you to add an idea for an improvement and or vote on ideas for the future development. Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Documents layouts are hard to master, but the support teams are there to help and are always a pleasure to talk to. The Stripe portal needs some improvement to make the reconciliation easier. Review collected by and hosted on G2.com.

SH

Steve H.

Sales Manager

Small-Business (50 or fewer emp.)

8/23/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Easy to use, all in one place programme"

5/5

What do you like best about Prospect CRM?

Access customer past orders, access inventory (worldwide, as offices have changed due to COVID), support is great via company when needed. All information for customers is in one accessible, easy to read page Review collected by and hosted on G2.com.

What do you dislike about Prospect CRM?

Sometimes order confirmation can be slow Review collected by and hosted on G2.com.

What problems is Prospect CRM solving and how is that benefiting you?

It can change the way we work in terms of communication. I am able to check my own customers/inventory/sales instead of relying on another team member. Access to colleagues accounts to help out when needed. The workplace is better streamlined and allows time to re be allocated to investing time into more sales. Review collected by and hosted on G2.com.