Prospect CRM Reviews

We have just started actively using Prospect CRM and are really impressed by the features and very user friendly functions. I also love how it integrates with Xero meaning that we have one source of information and not replicates in many systems. Overall, very impressed and highly recommend it.

We have just started configuring Prospect CRM and are really impressed by the number of features and the amount of information we can get from a few reports and we think this is just the tip of the iceberg! Overall, very impressive and I would recommend it to anyone who is looking to understand their customers.

If you want a CRM to integrate with Xero and a stock management system, Prospect should be top of the list.

Prospect CRM was our third attempt at a CRM system and by far our most successful. We feel that this was due to the Onboarding process, which I would highly recommend. Their attention to detail to get it set up was key and we now have the training videos on our intranet to keep referring to.

We can’t recommend the CRM or the team at Prospect highly enough. Outstanding support throughout the entire setup process. We are really impressed with what Prospect CRM can offer us as a small business with improving our customer relationships and driving sales.

A great service, very well integrated and easy to use.

Of all the CRMs I had reviewed this really is the UK's No. 1. From downloading the Free Trial to signing up, the whole experience is top class. I had a really great presentation to make sure the software fit our requirements, which left me with no unanswered questions or hesitations. The integration into Xero is seamless.

We've been using Prospect CRM for a few months - it works brilliantly with Xero (as well as other apps) - the hookup was quick and easy, and we're already reaping the benefits. The team at ProspectSoft are quick, polite, friendly, knowledgeable and they took the time to understand our business during the onboarding process. Massively recommend!

Amazing service. Always sort out any queries very quickly. Lovely team there too.

Ease of use, quick, SO user friendly and adaptable, and as a HOD the best thing was it was easy for my team to pick up and work effectively on within a week. Win for us!
Customer satisfaction - this is now so measurable as we have a more direct link to our customers and a clearer view of orders and relationships. Another win!
Support - every single call to their centre is answered professionally and swiftly and this makes a truly immeasurable difference in a busy centre like ourselves.
So glad we found you.

We have been using Prospect CRM since the beginning of this year and have found it very easy and logical to use.

We have been using Prospect CRM for many years and believe it to be the ideal sales tool for our wholesale business. We use it both internally and out on the road with our reps. All the data is live so the 'on-the-road' reps see exactly what our internal staff see. We have just linked it up to Xero and it is working perfectly at the moment. You can see all the invoice history in Prospect CRM too.

Great CRM - I would recommend to any small business wanting to analyse data. This is our first time using an in-depth CRM, such as Prospect, and the Onboarding and Support team were great at showing us around and helping with all the various questions we had.

Ease of use, adaptability and well-versed software that is great for all levels, beginner to advanced. Anyone could pick this up and run with it, making it the best CRM for large corporations who might need to adjust for different learning environments on each user.

Only positive things to say. It's by far superior to all the CRMs I've used in the past - it has tripled my business and saved me a lot of headaches.

Our sales team is only 3 people but we still decided to integrate Prospect CRM into our workflow and we are thrilled about it. It is easy to work with, it is flexible and has very powerful features.

Very easy to use and implement. The best CRM system for inventory-based sales and the dashboard provides an instant view of sales. Technical Support are excellent, quick and knowledgeable.

We liked the ability to integrate the 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 Prospect CRM into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customise the platform to make it work for our unique terminology and process. The entire team has been tremendously helpful and would highly recommend.

Great product and company. Product, training, and all aspects are second to none. Prospect CRM is by far the best if you are selling stock.

Great system, great service, really prompt and always very helpful. One of the features I like the most is the RFM Analysis. This makes customer calls so easy and helps me to know exactly who I need to call first and who may be at risk of slipping away.

Sales order entry and viewing stock levels is difficult in all the accounting systems we have used. We initially installed Prospect CRM in order to make those tasks easy, which it has done. We are also now taking advantage of the customer relationship pieces, like note taking, lead tracking and problem management. Pros would be quick order entry function, clear visibility of inventory data and integration to our back-office.

Great experience with ProspectSoft. Easy to use and an asset to have up to date information at my fingertips, either at the office or out on the road. The support I receive is always quick and professional. Seamless integration from our Sage accounts package and up to date information on customers' spending.

As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb and flow, I can safely say that Prospect CRM has really streamlined our approach and really allows us to manage our customers more effectively. I like how easy it is to use and how it integrates with other systems we use for manufacturing. I am able to qualify leads set tasks and get a real snapshot of the business as well as track inventory and look at peaks and troughs.

Our company Becker First Responder Co. found ProspectSoft Ltd as we were searching 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 Prospect CRM 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 I would highly recommend.

The CRM needs for our business are very different than how most CRMs are used. We needed account management more than lead management. We tried Method, Salesforce, Less Annoying CRM and a few others. Nothing had really good account management built in at a reasonable price, that was, until we found Prospect. Prospect CRM helps segment your customers, alert you to trends (or lack there of), integrates very well with QuickBooks and Mailchimp. It is easy to use, customize, and integrate. The prices are great and the support is top notch. Prospect is very niche focused and that is great if you fit in the niche. If you are a wholesaler, distributor, or manufacturer and you use Quickbooks, this is your CRM.

Being new to the CRM game, we were looking for something that integrated with our Quickbooks Commerce. Prospect CRM fits the bill and the service and support has been great.

We are a growing technology company that uses Prospect CRM heavily. No system is perfect and issues are inevitable however, ProspectSoft have a fantastic customer service team and I have always found them friendly and helpful. Thank you for all your support!

Prospect has been a very impactful addition for our sales organization thus far. It has enabled quicker decision making and more organization. The support team has also been incredibly helpful.

Prospect is the most intuitive CRM I've ever worked with and I've worked with a lot! In addition, the support materials, chat and live trainings are refreshingly coherent and well organized! I give ProspectSoft 10/10 stars!

We have been using Prospect CRM for the past 12 years and have recently upgraded to 365. The mitigation work was excellently executed by the team at ProspectSoft and went without a hitch. Very happy with the service and product, would certainly recommend to anyone looking for a cloud based CRM.

I use this as an account manager and find it a fantastic tool to help me manage callbacks, pipeline and prospecting.

Absolutely love this company. Their response time is by far faster than any software company in my 30 years in the work force. I would recommend this company to anyone.

Very prompt and educated staff to compliment a robust software that is as equally impressive as it is to navigate. Our team has already been blown away by the amount of tools we now have at our fingertips through Prospect that also integrates with various other softwares we were already working with! We cannot recommend enough!

I used Prospect CRM at my previous job and loved it so much I now use it in my new role. It's super user friendly, love the reports and information it can generate from information pulled through from Sage and the customer service is great, nothing is ever too much trouble!

We have just integrated Prospect CRM into our business sales process and from start to end the Prospect CRM implementation has been flawless. The quotation was quick and accurate at the start and has never changed throughout the process. The Onboarding was excellent and the training sessions were well executed by Isobel.

My company has been using Prospect CRM for over a year now and it's been absolutely amazing from CRM to Stock and Reporting, it's excellent. Highly recommend it.

They demonstrated right off that they understood our industry and the software is well-designed for manufacturing and the construction sector. They know us and our business. Prospect CRM delivers great analytics we couldn't do before: time since last order, conversion rates, customer productivity and potential etc.

I find ProspectSoft are a very forward-thinking company and are continually improving their product based on client feedback. Friendly staff and great to deal with.

This is very clever but intuitive software and does exactly what we need. The team at ProspectSoft understand what is important to a business to help it function efficiently and with this being cloud based everyone in or out of the office has the same, up-to-date information. We wouldn't be without it.

Not only does Prospect CRM offer excellent advantages to the business but also as a company they offer great customer service, always replying promptly to any queries and taking on board our suggestions.

Awesome product - Not only does this CRM offers excellent advantages to business, especially if you work remotely but as a company they offer great customer service, always replying promptly to any queries and taking on board our suggestions. Helpful and friendly staff.

Prospect CRM is a fantastic tool for the business. Customer support is fantastic - each adviser I have spoken with has been exceptional.

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.

Easy to use with a good dashboard layout, so you can see key areas of business information. Also, a good Outlook Office 365 link and a good integration to Unleashed and Mailchimp, all equals a well-rounded product that's not too complicated for users.

We have been using Prospect CRM for nearly 12 months. Its integration with Xero and Unleashed is faultless. We have fewer duplications of input, a massive insight into client behaviour and a support team that are so easy to work with - loom tutorials are fabulous!

Prospect CRM offers great advantages to our business, customer service and forward planning. The customer service received is fantastic, always reply promptly to any questions, queries or guidance needed. The team are also willing to help and put forward and suggestions.

Very good CRM, easy to use and great support from the ProspectSoft team. We all find it very easy to navigate.

Prospect CRM is a great UK product that is making inroads in the US market! Their tech support team is great, and their integration with our QuickBooks accounting software has been performing flawlessly. I love the intuitive customization "on the fly" options and how the CRM facilitates one-on-one sales contacts and follow-ups. I am confident it will be a great tool as we continue to build our business.

Just the ticket! It is simple to use, easy to locate what you are looking for and just not over complicated at all. Very user friendly.

Prospect CRM offered to bridge a gap with its connection to Unleashed and user-friendly tools but, I was concerned about not having a direct person to communicate with during its implementation. Finley and Isobel have made me feel very comfortable during the onboarding process and I've not once felt unsupported. As a team, they have ensured all my queries have been taken care of and even if the answer is not known immediately, they get back to me once they do. Prospect CRM will be a great addition to our operating processes and visibility within the business.

Prospect CRM is an Asset to B2B business. It's highly customizable and integrates well with other inventory and accounting software. We were able to import all of our customer, product, pricing and past sales data with ease. I can see endless possibilities, even though we are just few weeks into using it.

I have been working closely with ProspectSoft since 2009, this has been a longstanding and successful relationship, developing systems and processes continuously. The ProspectSoft Team are helpful, supportive and a pleasure to work with. I have no hesitation in recommending their products and services.

Prospect CRM is intuitive and easy to use. If we ever have a question we have been able to get fast, in-depth responses and answers. Our onboarding Partner, Isobel, has gone above and beyond to not only answer our questions, but to thoroughly train our whole team, help figure out best practices and creative solutions, and has overall been an absolute pleasure to work with.

The onboarding process has been first class. Charlotte Austin gave us 3 bitesize sessions, making sure each session was relevant to the business and actively checking our understanding regularly. Good product. Great training.

We regularly use Prospect CRM, which is proving extremely helpful in our busy office. Daniela Balanescu and Isobel Honour have been great in assisting us in developing extra reports.