Prospect

#1 CRM for Wholesalers, Distributors, & Manufacturers

4.9 /5 (23 reviews) Write a Review!

Prospect Overview

What is Prospect?

Prospect is a cloud-based customer relationship management (CRM) solution designed to help Wholesalers, Distributors, and Manufacturers manage business operations. Prospect offers various key CRM features such as contact management, email templates, interaction tracking, task management, lead pipelines, quoting, insights, and more.

Prospect allows users to take orders and initiate back-office processes directly from the field using a centralised interface. The platform includes an integrated support ticketing system, which enables teams to record customer issues and share them with respective teams to take actions in real-time. Prospect also provides users with insights and updates on statuses, notes, and email content in a conversation-based activity timeline.

Prospect comes with an open application programming interface (API), which allows users to modify the system and integrate it with several third-party applications such as Xero, Unleashed Software, TradeGecko, DEAR Inventory, Cin7, Sage 50, Pegasus Opera, Access Dimensions, Exchequer, SAP, Office 365, Zapier, Zing Respond, Intercom, 3CX and more.

Prospect Overview

Pricing

Starting from
£90.00/month

Pricing options

Free Trial
Subscription
Value for money

- Start-Up CRM: £90/month (includes 4 users)

- *Most Popular* Professional CRM: £45/user/month (4+ users)

- Advanced CRM: £90/user/month (15+ users)


Prospect Features

Devices
Business size
S M L
Markets
United States, United Kingdom, Australia
Supported Languages
English

Media

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Prospect Reviews

Prospect Reviews

Overall rating
4.9
/
5
Excellent
21

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
4.9
Ease of Use
4.9
Customer Support
4.9
100% recommended this app
Jethro L.

10 years and counting

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.


Andy G.

This just does what it needs to and does it well!

Easy, great support and onboarding from team when bringing it on. Very quick and adaptive with stock and very very reliable.


Julian B.

Distribution & Marketing for CRM

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals.


Peter S.

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


Danny M.

Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II


Jethro L.
Industry: Sporting Goods
Company size: 51-200 Employees

10 years and counting

Used Daily for 2+ years
Reviewed on 30/01/2019
Review Source: Capterra

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.

Response from ProspectSoft

Thanks for your feedback. We love good news stories. We also appreciate all your feedback in the ideas portal. Your product suggestions will help us to do a better and better job at meeting the needs of our b2b distribution & wholesale customers. Thank you.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Andy G.
Industry: Food & Beverages
Company size: 11-50 Employees

This just does what it needs to and does it well!

Used Daily for 2+ years
Reviewed on 7/09/2020
Review Source: Capterra

Easy, great support and onboarding from team when bringing it on. Very quick and adaptive with stock and very very reliable.

Pros

Ease of use, adaptability and fits so well into our Goods out software

Cons

there is nothing that I feels needs inclusion in this box

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Julian B.
Industry: Building Materials
Company size: 2-10 Employees

Distribution & Marketing for CRM

Used Daily for 1-5 months
Reviewed on 15/09/2020
Review Source: Capterra

Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals.

Pros

Primarily the inventory control and integration with current accounting softwares.
The combination of stock management / distribution in a pipeline that can be tailored is highly practical.

Cons

Further automation & marketing potential.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Peter S.
Industry: Information Technology & Services
Company size: 2-10 Employees

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

Used Daily for 6-12 months
Reviewed on 12/08/2020
Review Source: Capterra

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

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

Danny M.

Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II

Used Daily for 2+ years
Reviewed on 16/04/2018
Review Source: Capterra

Pros

I like the updating of essential information replicated to the web instantly. I enjoy the CRM interface, it's user friendly and very similar to MS Office. Support is good, much easier to phone than open a ticket.

Cons

I dislike the CMS Editor, it's limited when it comes to core changes, having learnt to code in raw HTML and CSS, a WYSIWYG editor is somewhat annoying. However this could just be me!

Response from ProspectSoft

Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
9.6/10
Based on 23 user ratings
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Prospect Pricing

Prospect Pricing

Starting from
£90.00/month
Free Trial
Subscription
Value for money

- Start-Up CRM: £90/month (includes 4 users)

- *Most Popular* Professional CRM: £45/user/month (4+ users)

- Advanced CRM: £90/user/month (15+ users)

- Start-Up CRM: £90/month (includes 4 users)

- *Most Popular* Professional CRM: £45/user/month (4+ users)

- Advanced CRM: £90/user/month (15+ users)

Value for Money
5/5
Based on 23 user ratings
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Prospect Features

Prospect Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.9/5
Based on 23 user ratings
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Categories

Additional information for Prospect

Additional information for Prospect

Key features of Prospect

  • Contact Management
  • Customer Service Analytics
  • Customer Support Tracking
  • Document Storage
  • Email Integration
  • Email Marketing
  • Forecasting
  • Inventory Management
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Mobile Access
  • Order Management
  • Performance Metrics
  • Quote Management
  • Referral Tracking
  • Returns Management
  • Routing
  • Sales Forecasting
  • Self Service Portal
  • Shipping Management
  • Social Media Integration
  • Task Management
  • Territory Management
  • Workflow Management

Benefits

- Use Sales & Marketing pipelines to get more new customers
- Access Accounting/Inventory data to produce quotes & orders with ease
- Discover detailed sales analysis from your Accounting/Inventory Management System to understand your customers better
- See a complete & centralised 360-degree view of your customers - even those who are about to churn
- Get actionable customer insights & powerful sales analysis for your whole team

Prospect FAQs

Prospect FAQs

Below are some frequently asked questions for Prospect.

Q. What type of pricing plans does Prospect offer?

Prospect offers the following pricing plans:

Starting from: £90.00/month

Pricing model: Subscription

Free Trial: Available

- Start-Up CRM: £90/month (includes 4 users) - *Most Popular* Professional CRM: £45/user/month (4+ users) - Advanced CRM: £90/user/month (15+ users)

Q. What are the main features of Prospect?

Prospect offers the following features:

  • Contact Management
  • Customer Service Analytics
  • Customer Support Tracking
  • Document Storage
  • Email Integration
  • Email Marketing
  • Forecasting
  • Inventory Management
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Mobile Access
  • Order Management
  • Performance Metrics
  • Quote Management
  • Referral Tracking
  • Returns Management
  • Routing
  • Sales Forecasting
  • Self Service Portal
  • Shipping Management
  • Social Media Integration
  • Task Management
  • Territory Management
  • Workflow Management

Q. Who are the typical users of Prospect?

Prospect has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Prospect support?

Prospect supports the following languages:

English

Q. What type of pricing plans does Prospect offer?

Prospect has the following pricing plans:

Subscription

Q. Does Prospect support mobile devices?

We do not have any information about what devices Prospect supports

Q. What other apps does Prospect integrate with?

Prospect integrates with the following applications:

Cin7, DEAR Inventory, Intercom, Microsoft 365, Microsoft Power BI, QuickBooks Commerce, SAP CRM, Unleashed Software, Xero, Zapier

Q. What level of support does Prospect offer?

Prospect offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials