Prospect CRM Reviews

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Xero App Store Reviews

Prospect is intuitive, simple to use, but like any CRM, it's only as good as the information that you input. The onboarding was excellent, so now I just need to learn how to use all of the amazing features that it includes so that we can get the best out of it. For anyone thinking about using Prospect, don't hesitate, because if I can use it, then anyone can.

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.

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.

Gartner Reviews

We have fully embraced the system and integrated it with another Access product which is Unleashed. Both products together have allowed our startup businesses to be successful in our first year of trading. Without it we would have struggled. Well worth the investment for any small or medium size business. It is versatile, easy to use, and has excellent reporting capabilities. We particularly like the ability to tailor the content to our business. The support is excellent and after a year of working with it, it is an essential tool to helping us reach our targets, but more especially, that of our customers.

One of the best CRMs. Prospect CRM is great, very easy to use, and provides a lot of information at the touch of a button - and I'm saying this without using it to its fullest capacity. Prospect CRM is very good with issuing quotations and it works well with Sage 50. It's also very easy for reminders, the search function works great and gives all the information required, and I love the dashboard as it gives a great summary.

Probably the best CRM for trade distributors and wholesalers. It has been a long project integrating with our Cin7 inventory system, testing and tweaking to get everything as needed. ProspectSoft have been super responsive throughout this journey and have accommodated all of our needs and enhancement requests where possible.

We’ve been using this CRM for a while now, and it's completely transformed the way we manage our customer relationships. The interface is incredibly user-friendly, making it easy for our team to navigate and get things done efficiently. The customisation options allow us to tailor it to our specific business needs, which has been a huge advantage in staying organised and improving our overall workflow.

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.

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.

QuickBooks Online Reviews

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.

G2 Reviews

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.

Trustpilot Reviews

We've been using Prospect CRM and it's completely transformed how we manage our business. The platform is intuitive, powerful, and tailored perfectly for businesses like ours. The features are well thought out, and the integration capabilities make our workflow seamless. A special shoutout to Bogdan, who went above and beyond to support us! His knowledge, patience, and willingness to help have been second to none, and his expertise and customer-focused approach made the entire process smooth and stress-free. If you're considering a CRM that not only delivers but also has a fantastic support team behind it, look no further than Prospect CRM. Highly recommend!

Daniela is being very pro active to ensure we maximise the potential a CRM can provide. It integrates well with our ERP system and offers a wealth of tools to manage customer interactions. It's been a real superstar with email marketing campaigns, and although our business hasn't yet sufficiently adopted or embraced the potential available, I’m confident that with Daniela’s support we will begin to understand this better.

Prospect has been a game changer for our business. Not only does it allow us to track sales, growth and business activity, it also allows us to run campaigns, track any issues or opportunities, and highlights when customers need some extra attention. Highly recommend.

Prospect is an incredible tool. From understanding very little about CRM's and how to effectively run a business, prospect has been nothing but an awesome experience. We have had tremendous help with the whole of the prospect team. From the AI tool...to it then redirecting to agents that actually take their time out of their day to help with any issues you may have. Let me not forget about Daniela and Codruta. These two individuals are incredibly knowledgeable. From only having two zoom calls with them, they were able to walk us through the whole prospect system and have helped me and my team more than anything. They know exactly what they are talking about. All-in-All, get Prospect!!!

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.

An Easy-to-use CRM - Built for Product Businesses

Software should be easy to use and adapt based on customer feedback. With a new release every 3 weeks and an Ideas Portal for customer suggestions/feedback, we're always making Prospect CRM even easier to use and packed full of features as voted for by our Prospect CRM community!

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