8.5
SpotScore
Prospect CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
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Starts from $27.50 / User / Month
CSG
Airflow
whitewash
evolution
LTT VendingTrusted by teams including CSG
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Prospect CRM?
Prospect CRM is a stock-aware CRM built for manufacturers, wholesalers, and distributors managing B2B sales. It handles sales pipelines, quoting, order and inventory management, backorders, special pricing, contract tracking, and customer service in one platform, giving both sales and service teams visibility into live stock levels.
Pricing
Starts from $27.50 / User / Month
Free Trial available
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Prospect CRM Software Demo
Prospect CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Prospect CRM
- Team types
- Large Enterprises, Medium Business
Why teams choose Prospect CRM
Comprehensive features for B2B sales
Effective inventory management tools
Customizable pricing and quoting options
Is Prospect CRM right for you?
What buyers should know before choosing Prospect CRM
Prospect CRM is a customer relationship management platform that integrates with ERP systems, e-commerce platforms, and tools like Exchequer. Users report that these connections reduce manual data entry and sync time across systems.
The platform includes RFM analysis for customer segmentation and supports product upselling workflows, making it useful for both small teams and larger enterprises. Customer support is a documented strength.
Users consistently mention responsive onboarding and after-sales assistance from the support team. Response times and availability during implementation are worth confirming in a demo, as support quality directly affects time-to-productivity.
Before shortlisting, verify that Prospect CRM's feature set matches your specific workflows—the platform has a steeper learning curve than some competitors due to its breadth of functionality. Ask the vendor about training resources and onboarding timelines for your team size.
Confirm integration requirements with your existing systems, as custom API work may be needed depending on your tech stack. Pricing should be clarified upfront, as costs scale with user count and module selection.
Prospect CRM pros and cons
- Prospect CRM pros
Comprehensive features for B2B sales
Effective inventory management tools
Customizable pricing and quoting options
- Prospect CRM cons
Steeper learning curve for new users
Limited third-party integrations
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What is the pricing of Prospect CRM?
Prospect CRM Pricing Plans
Start-Up CRM
$110
/Month
Unleashed Integration
Xero Integration
DEAR Integration
TradeGecko Integration
Quickbooks Integration
Show more +
Professional CRM
$27.50
/User/Month
Unleashed Integration
Xero Integration
DEAR Integration
TradeGecko Integration
Quickbooks Integration
Show more +
Advanced CRM
$55
/User/Month
Unleashed Integration
Xero Integration
DEAR Integration
TradeGecko Integration
Quickbooks Integration
Show more +
Weighing your options?
Not sure if Prospect CRM fits your budget?
Prospect CRM reviews and ratings
What buyers like
- Exceptional customer support and onboarding experience, with consultants like Alex, Daniela, and Adilah receiving praise for their responsiveness, thorough training, and personalized assistance.
- Easy integration with existing systems such as ERP, Exchequer, and Dear, enhancing operational efficiency.
- Clear and user-friendly interface, allowing for easy navigation and simple customization of dashboards and templates.
Common complaints
- Some users highlighted initial complexity in setup or onboarding, suggesting a steeper learning curve for new users without prior CRM experience.
- Limited mention of advanced automation or third-party integrations beyond core systems, which may restrict scalability for larger businesses.
- The richness of data and features, while beneficial, can be overwhelming for inexperienced users without dedicated support or time to explore.
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What are the features of Prospect CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Prospect CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Prospect CRM.
Certifications
Developer & data
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Prospect CRM Customers
CSG
Airflow
whitewash
evolution
LTT Vending
VantageHouse
Prospect CRM Support Options
Frequently Asked Questions About Prospect CRM
Common questions buyers ask before choosing Prospect CRM.
Prospect CRM is a CRM Software. Prospect CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Prospect CRM: Steeper learning curve for new users; Limited third-party integrations; May require additional training for full utilization.
Some top alternatives to Prospect CRM includes Bigin by Zoho CRM, Creatio CRM, BizPlus CRM, Microsoft Dynamics 365 for Sales and VisionFlow.
Prospect CRM offers Free Trial, Subscription pricing models
The starting price of Prospect CRM is $27.50/User/Month
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].