8.5
Spot Score
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 many companies including CSG
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Prospect CRM?
Introducing Prospect CRM - your all-in-one solution for boosting sales and streamlining processes. Save time and increase revenue with this powerful tool designed for manufacturers, wholesalers, and distributors. From managing sales pipelines and marketing campaigns to customer service and inventory control, Prospect Stock-Aware CRM has got you covered. Say goodbye to B2B selling challenges with features such as quoting, order and inventory management, special pricing, backorders, and product information. Keep track of contracts, serial numbers, and assets to ensure nothing falls through the cracks. Unlock full stock awareness for your sales and service teams with Prospect CRM.
Pricing
Starts from $27.50 / User / Month
Free Trial available
Best For
Suited for solo users, 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 shortlisting Prospect CRM
Prospect CRM is a robust and user-friendly customer relationship management platform that has garnered widespread praise for its seamless integration capabilities and exceptional user support. Many users have highlighted its ability to integrate effortlessly with ERP systems, e-commerce platforms, and tools like Exchequer, enabling businesses to streamline operations and save valuable time.
The platform provides in-depth customer insights, such as RFM analysis, and assists with tasks like product upselling, making it an asset for both small teams and larger enterprises. Apart from its technical strengths, the standout feature of Prospect CRM is its excellent customer support team.
The personalized assistance provided by team members like Alex, Adilah, Daniela, and Charlotte has been a recurring point of commendation. From smooth onboarding processes to responsive after-sales support, the team ensures a positive user experience.
While the platform excels in functionality, some users have noted a learning curve in adapting to its comprehensive features. However, the hands-on training and resources provided minimize this challenge, ensuring a smooth transition for most users.
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
Ready to try it?
Get started with Prospect CRM
Start your free trial — no credit card required.
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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 +
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.
- Intuitive 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.
What users are saying
BC
Bella Collins
06/19/24
We love working with Prospect
We love working with Prospect. Alex C is our Customer Success Consultant and he's great at responding to our questions as well as regularly checking ...
Read more
M
Matthew
06/18/24
Training you can follow...........
We had several training sessions with our Prospect onboarding support person Adilah who made us feel very welcomed and explained everything in plain ...
Read more
MS
Mimi Saharudin
06/13/24
Great Onboarding Sesh
Great Onboarding Sesh! Adilah has been very nice and very helpful in order to make sure we understand and familiar with prospect interface!
M
Mitchell
06/06/24
Very informative
Informative sessions, feel like we covered everything in depth and still had time to ask questions! Would recommend.
LH
Lee Hopkins
06/05/24
Delivering a very important tool for our business to grow
Prospect Team provide, delivered and still supporting us as a new customer a very fit/form/function product and overhauling how we interact with our ...
Read more
MC
M C
05/30/24
The after sales care team are excellent…
The after sales care team are excellent and I never have any issue getting hold of them. Thanks Daniela Balanescu
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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9.0
Very Good
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, ClickUp, Zoho CRM, LeadSquared CRM and Sales Bytes CRM.
Prospect CRM offers Free Trial, Subscription pricing models
The starting price of Prospect CRM is $27.50/User/Month
Ready to try it?
Get started with Prospect CRM
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].