8.5
SpotScore
Prospect CRM Reviews in August 2026: User Ratings, Pros & Cons
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Prospect CRM Reviews & Ratings
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Spotsaas Editor’s POV
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 ...Read more
Prospect CRM pros and cons
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.
Comprehensive functionality, including RFM analysis, magic matrix, and product upselling features, which provide actionable customer insights and drive sales.
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.
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Showing 11-20 out of 40
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 in to make sure we're getting on well with the system. Thanks!
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 English. Thorough in her explanations, Adilah walked us through step by step on how the process worked. Contacts, companies, opportunities, tasks, reporting, follow ups and the magic matrix Thankyou Adilah for starting us off on our Prospect journey.
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 customers and internally as well. A great product supported by a great team.
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
E
Erica
05/28/24
Charlotte was amazing
Charlotte was amazing! She explained everything very well and answered all our questions. Made it very easy for us to start learning the system. 10 out of 10
N
Nic
04/23/24
Great service
The service received in particular from Daniela Balanescu has been 5 star always efficient, friendly and helpful. Nothing is too much and always wanting to ensure we as the customer has everything we need to make the system work best for us.
A
Annabel
04/18/24
Prospect is a solutions based CRM
Prospect is a solutions based CRM. My issues get addressed and the team work hard for our common goals. Recommend.
SH
Sharon Hewett
03/28/24
*Five stars for Prospectsoft
We started slowly with the software due to bringing a stock system online at the same time. We are now regularly using the system which is proving extremely helpful in our busy office. Daniela Balanescu and Isobel Honours have been great in assisting us to develop extra reports
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].