Roxas was really helpful in the set up…
Roxas was really helpful in the set up process and assisting to train our team to use the CRM to its full advantage!
Customer Success Plans
Support your account with guidance, expertise, and resources to help drive your business goals forward.
As we add new functionality and features to Prospect CRM, we want to ensure we offer you the best possible support. A Customer Success Plan ensures you get the maximum value from your investment. From staff training, to self-service video tutorials, right through to dedicated live support staff, we have the Success Plan to fit you.
At Prospect CRM, we understand that adopting new software can be challenging, especially when you’re not a software expert. While our CRM is designed to provide immense value, we know that businesses need ongoing support to truly maximise its potential. That’s where our Customer Success Plans (CSP) come in.
Our CRM Customer Success Plans
Essential Success Plan
Set your company up for success with self-serving resources available 24/7 through our Essential Success Plan
- Enjoy on-demand resources & services, including access to a portfolio of services through our Service Catalogue
- Got a query on a CRM feature or functionality? In-product assistance is available to everyone on the Essential Plan
Standard Success Plan
Take your CRM one step further and grow your business effectively with the Standard Success Plan
In addition to all the features included in our Essential Plan, our Standard Plan also includes:
- Complete control over important CRM configurations and customisations to tailor the solution to complement your business strategy, with the help of a Prospect CRM expert.
- Extensive support is available via email, telephone, and Live Chat so that businesses can focus on what really matters to them
- Benefit from exclusive access to Customer Webinars with live Q&A sessions
- Get answers faster and see continuous productivity improvements, enabling businesses to maximise customer lifetime value to drive sustainable growth.
Customer Success Plans Reviews
Excellent
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179 reviews
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Based on
179 reviews
Overall a very good experience
Overall a very good experience. We needed to make some quite unique customisations to the CRM platform to make it work for our business, so there wer…
A great product that integrate with Unleashed Software
A great product that integrates seamlessly with Unleashed software. The support team is outstanding—especially Matthew Ooi, who provides exceptional …
Report Request
I enquired about a type of report I needed to create to manage our accounts account receivables and Matthew and Zira came back to me within a couple …
Finally found the perfect CRM
We’ve just completed our onboarding with Prospect CRM, and I can honestly say it’s been one of the best onboarding experiences I’ve ever had—with spe…