---
description: Get detailed information about KnowYourProspect usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: KnowYourProspect Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Lead Management Software](/directory/30017/lead-management/software) > [KnowYourProspect](/software/1328594/KnowYourProspect)

# KnowYourProspect

Canonical: https://www.capterra.co.il/software/1328594/KnowYourProspect

> Web-based client priority profiling tool for financial advisers that ranks client values via structured pairwise comparisons before.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses KnowYourProspect?

Small to midsize businesses in UK financial services, including mortgage advice, independent financial advice (IFA), pension advice, and insurance and protection.

## About the vendor

- **Company**: Cimbian UK

## Commercial Context

- **Target Audience**: Self Employed, 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United Kingdom

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Lead Management Software](https://www.capterra.co.il/directory/30017/lead-management/software)

## Related Categories

- [Lead Management Software](https://www.capterra.co.il/directory/30017/lead-management/software)
- [Conversational Marketing Platform Software](https://www.capterra.co.il/directory/31562/conversational-marketing-platform/software)

## Alternatives

1. [Bigin by Zoho CRM](https://www.capterra.co.il/software/204998/bigin-by-zoho-crm) — 4.7/5 (745 reviews)
2. [Salesforce Sales Cloud](https://www.capterra.co.il/software/61368/salesforce) — 4.4/5 (19024 reviews)
3. [Zoho CRM](https://www.capterra.co.il/software/155928/zoho-crm) — 4.3/5 (7010 reviews)
4. [Dynamics 365](https://www.capterra.co.il/software/157279/dynamics-365) — 4.4/5 (5865 reviews)
5. [HubSpot CRM](https://www.capterra.co.il/software/152373/hubspot-crm) — 4.5/5 (4493 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1328594/KnowYourProspect)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10273426/KnowYourProspect/> |
| en-AE | <https://www.capterra.ae/software/1328594/KnowYourProspect> |
| en-AU | <https://www.capterra.com.au/software/1328594/KnowYourProspect> |
| en-CA | <https://www.capterra.ca/software/1328594/KnowYourProspect> |
| en-GB | <https://www.capterra.co.uk/software/1328594/KnowYourProspect> |
| en-IE | <https://www.capterra.ie/software/1328594/KnowYourProspect> |
| en-IL | <https://www.capterra.co.il/software/1328594/KnowYourProspect> |
| en-IN | <https://www.capterra.in/software/1328594/KnowYourProspect> |
| en-NZ | <https://www.capterra.co.nz/software/1328594/KnowYourProspect> |
| en-SG | <https://www.capterra.com.sg/software/1328594/KnowYourProspect> |
| en-ZA | <https://www.capterra.co.za/software/1328594/KnowYourProspect> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra Israel helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.co.il","url":"https://www.capterra.co.il/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.il/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"KnowYourProspect","description":"KnowYourProspect is a web-based client profiling tool that helps financial advisers understand what each client values most before making recommendations. Advisers use KnowYourProspect to run guided questionnaires that capture client attitudes toward risk, sustainability, and financial goals, turning responses into clear, shareable reports.\n\nThe platform helps advisory firms meet suitability requirements by documenting client preferences in a structured, consistent way. Core features include customizable questionnaires, automated report generation, and a client portal for collecting responses remotely.\n\nKnowYourProspect is best suited for independent financial advisers, wealth managers, and small to midsize advisory firms looking to standardize their client discovery process.","image":"https://images.g2crowd.com/display-layer-screenshots/2169487/ae0df222347b123c9a8f7849658651983652736d230c2c88eb7098ae6a618aa7.png","url":"https://www.capterra.co.il/software/1328594/KnowYourProspect","@id":"https://www.capterra.co.il/software/1328594/KnowYourProspect#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.il/#organization"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.il/software/1328594/KnowYourProspect#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is KnowYourProspect?","@type":"Question","acceptedAnswer":{"text":"KnowYourProspect is a web-based client profiling tool that helps financial advisers understand what each client values most before making recommendations. Advisers use KnowYourProspect to run guided questionnaires that capture client attitudes toward risk, sustainability, and financial goals, turning responses into clear, shareable reports.The platform helps advisory firms meet suitability requirements by documenting client preferences in a structured, consistent way. Core features include customizable questionnaires, automated report generation, and a client portal for collecting responses remotely.KnowYourProspect is best suited for independent financial advisers, wealth managers, and small to midsize advisory firms looking to standardize their client discovery process.","@type":"Answer"}},{"name":"Who Uses KnowYourProspect?","@type":"Question","acceptedAnswer":{"text":"Small to midsize businesses in UK financial services, including mortgage advice, independent financial advice (IFA), pension advice, and insurance and protection.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.il/software/1328594/KnowYourProspect#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Lead Management Software","position":2,"item":"/directory/30017/lead-management/software","@type":"ListItem"},{"name":"KnowYourProspect","position":3,"item":"/software/1328594/KnowYourProspect","@type":"ListItem"}]}]}
</script>