Prospect CRM Reviews

Prospect CRM is the nice tool for business sales growth

Comments: It was a nice experience while using the Prospect CRM and we recommend to our friends as well.

Pros:

It is nice and easy to use software, full functional and has many nice features. Prospect CRM is the awesome sales CRM tool for our brand.

Cons:

It's support, we were stucked sometimes, and we were getting responses too late for our queries. Overall, the experience was nice.

Simoda

Comments: Great, what it does it does well

Pros:

Prospect is intuitive and easy to use. The customer support is very helpful and capable

Cons:

lacks PO element to tie the whole Sales order process together

Mixed feelings - plenty of features, but not convinced the basics have been covered

Comments: The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them blank. Examples of not covering 'the basics' include the customer type not integrating with the customer type in Unleashed, the inability to search for a sales ledger by company name (instead having to search by code). We do not unfortunately memorise the customer code of all of our customers!). As Prospect has grown, the support offered has become more generic and less personable. The team doesn't seem very joined up. An example of this was a customer relationship manager noticing some 'bugs' during a zoom call (which we were very grateful for), raising a ticket on our behalf, only for the response to the ticket to be a link to the Prospect academy articles.

Pros:

The ability to organise our customers into companies, divisions and contacts. The search functionality The reports, and AI aspects.

Cons:

This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed. We have had issues with all of these and as a small business, the amount of customisation that is possible is a bit overwhelming without support. We want to spend our time solving our customer's problems with our products, selling items, and operating an efficient business We don't want to spend our time reading endless manuals, articles and trying to navigate around complicated set up processes. The software has felt a bit buggy in places and slow to respond. As a result of this, we have reverted to adding orders using Unleashed, because it is quicker and easier.

The perfect platform

Comments: I have only been using it for a month, but it's far better than our last CRM and I'm looking forward to getting to know it better.

Pros:

Ease of use, simplicity and intuitive features.

Cons:

Navigating around the different screens, but it's early days, so I'm sure it will get better.

Prospect 365 is great for managing opportunities, creating and sharing quotations

Pros:

Prospect 365 is great for managing opportunities, creating and sharing quotations and associated documents. Seamlessly works with Unleashed and Xero. Each adviser I have spoken with have been brilliant, providing quick responses to any queries I've had.

Cons:

Mass downloads of files created in Prospect would be a useful addition

Great tool to build our small company

Comments: It's a great sales tool for the small business wanting to take the next step with digital processes. Their design facilitates one-on-one sales contacts and follow-up.

Pros:

Configuration options Tech support quality and response time Aggressive new feature development

Cons:

Backend database update bulk tools not always fully functional and intuitive

Very good CRM system

Comments: When it was first implemented as a CRM system, I saw the improvements and advantages compared to the old system straight away. It has saved so much time making products live on the website, and adding content and digital assets. We often use special UDFs and a lot of reports, some for analysis and some for storing data i.e. volumetrics or FAQs. A very nice system to work with, overall.

Pros:

Making products live on the website, adding content and digital assets is one of the easiest things to do.They use mainly drag and drop features, which do not take a lot of time.

Cons:

Sometimes the website can be difficult to change in terms of how the web pages are laid out. But this does not affect the department I work in.

Great App!

Pros:

- Strong Onboarding - Simple to use - Open to feedback

Cons:

- Nothing wrong with the app, so far it is early days but currently impressed.

Will never go back to Zoho CRM

Pros:

It is so easy to use, even a chimp could understand how to use it. Excellent

Cons:

None, I cannot fault it. Been using for a year without issue

High efficacy CRM

Comments: Liked the platform, support was great but the price was not for us.

Pros:

It was easy to use from the first day. Very intuitive and easy to use UI. Integration with Xero and Sage were great and helped the company a lot.

Cons:

Price is a little high, liked the platform but is not for our small business ...

Prospect CRM

Comments: A very helpful business that set up us quiclly and efficiently and a very easy to use software. Nothing is a problem.

Pros:

We liked the way that we could very quickly pick up if any of our customers were dropping off on specific products or overall on sales.

Cons:

A bit slow to ollect the data from sage 50

Real life review

Comments: Very happy to use this software. Well put together and designed

Pros:

Easy of use and the user interface. Easy to navigate

Cons:

Doesn't make coffee. It ticks all my boxes

Fabulous CRM

Comments: Excellent for the sales team to maintain and grow their current customers; while expanding into new areas.

Pros:

Very easy to use and implement. The best CRM for inventory based sales and the dashboard provides an instant view of sales. Excellent support, quick and knowledgeable.

Cons:

The training items seem to be outdated or use different screen shots from the platform we use.

CRM for Dummies

Comments: I finally have a tool that makes me more efficient instead of drawing on my time and resources.

Pros:

Prospect is easy to navigate and I find it very intuitive. The support materials, chat feature, and live trainings are clear, concise, and refreshingly coherent. Using previous CRM's took up my time, Prospect Soft helps me manage my time!

Cons:

The only thing I don't like (and I understand the theory as to why) is that you can't duplicate email addresses. And that it seemed so intimidating at first but was surprisingly easy to learn and master.

Prospect CRM Review

Comments: Excellent - It has increased visibility of customer accounts and how they are performing

Pros:

Integration to existing system was very easy

Cons:

Report writing is complex, but it is all there and there is good support from Prospect CRM

Prospect CRM review

Comments: Easy to use, lots of support offered. Would recommend to everyone.

Pros:

Easy to use, lots of reports can be ran. Multiple users available.

Cons:

N/A Nothing bad to report on the software

Prospect 365 CRM

Comments: We have been using Prospectsoft 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

Pros:

How it integrated with Exchequer, the ease of use as a CRM system, and the reconfigurability of standard documents.

Cons:

No dislikes, the system delivers everything we need.

Best CRM by far

Comments: 10/10. Product, training, and all aspects are second to none. I can remember the first Outlook add ins from Dynamics. I have used M Dynamics, Sales Force, Zoom (I think), Smartsheets, and now this. Prospect is by far the best if you are actually selling stock that exists.

Pros:

It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business

Cons:

Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer.

10 years and counting

Comments: Sales order entry and viewing stock levels is difficult in all the accounting systems we have used. We intially installed Prospectsoft 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:

Quick order entry functions, clear visibility of inventory data and integration to our back office

Cons:

Many things in the past, but Prospectsoft have fixed all those. There are things now which we want changing, but they are logged in an ideas portal and we have an understanding of how long they may take to make it into the live product.

BalTec UK Ltd

Comments: It is a very powerful tool that helps us run our business more efficiently.

Pros:

The integration with our accounts package was critical, and Prospect365 was able to satisfy this. being able to generate our own tailor made reports without the high cost of specialists was important to us.

Cons:

There is nothing that I can say is missing. We do not use the software's full features yet.

Great Programme.

Comments: Love using it and cant see any other product working for us better at this time.

Pros:

Use this programme everyday at work, and it is a perfect. you can store so much information on your clients and suppliers. You can also set tasks for yourself so you wont forget to do things. The support is great when needing assitance, they answer very promptly and do their best to help.

Cons:

It would be good if you could set a task for a certain time and it pop up on your screen like a message or something.

Prospect

Comments: Fantastic software with a friendly, helpful and capable support team.

Pros:

This software is easily customisable within good boundaries that mean you are still working within the parameters of the system and reap the rewards of the software's natural development. The integration with our stock and accounts and 3rd party add ons is super too.

Cons:

Dashboards could be more customisable without the need to employ 3rd party BI tools

very useful for keeping all your contact and info in one place

Pros:

easy to use all in one place, can check my accounts and sales and my colleagues

Cons:

sometimes order confirmation can be slow

ProspectSoft CRM since 2008

Comments: Keeping track of many enquiries that often take 6 - 24 months to result in a sale. Good product control (some 20,000 products). Personal contact with senior staff when required.

Pros:

Seamless integration with our (Exchequer) accounting system. Very easy to use & understand interface which can be readilt customised to suit our requirements.

Cons:

Generally somewhat slow implementation of custom requirement although a highly technical API interface was fast tracked to meet our sudden need.

A great addition to our business

Comments: We started using the Prospect CRM just over 6 months ago and it's added real value to our business - The support we have received when needed has been fantastic but to be honest with all the support tools such as the prospect academy which allows you to look at tutorial videos we now rarely need help at all. It's an amazing tool for our Sales guys on the road who can now check stock, what price a customer previously paid and other really useful information on there mobiles whilst out and about meaning they're not pestering the office constantly for such information!!!

Pros:

The ability to look at stock, previous price paid etc for our Sales guys on the road is invaluable. Our sales team can also read up on any previous information gained on projects before visiting our customers and potential customers.

Cons:

When we raise invoices on the CRM and then transfer to our Xero system to confirm the invoices the prices are sometimes rounded up so we have to then alter them back on Xero