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ProspectSoft

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4.6 out of 5 stars
100 reviews
  • 1 profiles
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Average star rating
4.6
Serving customers since
2000
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Prospect CRM

100 reviews

Prospect CRM is a stock-aware customer relationship management (CRM) solution designed specifically for B2B wholesalers, distributors, and manufacturers. It helps product-based businesses manage customer relationships, quote accurately using live inventory data, and streamline sales and service operations. As part of the ERP division at The Access Group, Prospect CRM integrates seamlessly with inventory and accounting platforms such as Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, and Pegasus Opera. These integrations ensures that sales teams have real-time access to stock levels, pricing, and customer history—enabling smarter decisions and faster workflows. Prospect CRM is used by thousands of SMEs worldwide to improve customer retention, increase sales efficiency, and maximise customer lifetime value. It combines traditional CRM capabilities—such as lead tracking, sales pipelines, and customer service—with features tailored to the realities of selling physical products B2B. Key Features & Benefits: Stock-Aware Quoting – Quote only on available stock with live inventory data pulled from your back-office systems. Built-in Dashboards & Reporting – Visual analytics help teams monitor performance and uncover opportunities. RFM Customer Analysis – Segment customers based on recency, frequency, and monetary value to drive targeted sales efforts. Quick Order Entry – Streamline the quoting and ordering process with fast, intuitive workflows. Team Collaboration Tools – Improve internal communication and coordination across sales and support teams. Why Customers Choose Prospect CRM: Exceptional Customer Support – Mentioned in over 120 reviews, support is consistently rated as responsive and knowledgeable. User-Friendly Interface – Designed for non-technical users, praised for being “simple to navigate.” Seamless Integrations – Customers describe integrations “like a hand in a glove,” especially with platforms like Unleashed and Xero. First-Class Onboarding – Setup and training processes are frequently highlighted as smooth and supportive. Prospect CRM is ideal for B2B product businesses looking to align their sales and service teams with real-time inventory and customer data—helping them sell more, in less time, every time.

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ProspectSoft Reviews

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Profile Name
Star Rating
84
12
1
0
3
Ishan S.
IS
Ishan S.
05/31/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Keeping Tasks, Activities, and Follow-Ups Better Organized

|Prospect CRM
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.
Manohar D.
MD
Manohar D.
I build brands with creativity, clarity, and character
05/12/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Prospect CRM Keeps Leads and Follow-Ups Perfectly Organized

|Prospect CRM
Prospect CRM is great for keepingall my leads and follow upsorganized inone place,but the interface feels a bit clunky and slow at times
Darcus B.
DB
Darcus B.
xperienced Marketing Strategist | Specializing in Digital Transformation
03/18/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Streamlines B2B Sales with Strong German Market Fit

|Prospect CRM
I really like how Prospect CRM is designed for the real-world B2B sales workflows we have, especially for our team working with German Mittelstand and mid-market clients. It’s intuitive and stable, keeping our entire pipeline organized without unnecessary complexity. I find it easy to track leads, log customer interactions, and set follow-up reminders, all in line with the structured and reliable sales approach that German B2B buyers expect. It saves us hours of administrative work each week and keeps us consistent, responsive, and professional with every customer.

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HQ Location:
Loughborough, GB

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What is ProspectSoft?

ProspectSoft is a UK-based company that provides cloud CRM and eCommerce solutions designed specifically for SMEs and distributors, helping them to manage their customer relationships and business operations effectively. Their solutions are geared toward enhancing customer experiences, improving sales processes, and integrating seamlessly with existing ERP systems. This approach allows companies to streamline their workflows, reduce operational complexities, and ensure data consistency across the business.ProspectSoft's website, https://www.prospectsoft.com, offers detailed information on their product offerings, including features that support sales, marketing, customer service, and inventory management. A notable aspect of their services is the emphasis on integration capabilities, which facilitate real-time data sharing between CRM systems and other business tools, ultimately helping businesses make more informed decisions based on accurate and up-to-date information. The website also provides resources such as case studies, webinars, and blogs, which can be invaluable for users seeking to optimize their use of ProspectSoft products and services. Additionally, ProspectSoft prides itself on providing excellent customer support and actively engages with its user community to enhance product development and customer satisfaction.

Details

Year Founded
2000