Prospect, the Stock-Aware CRM

Who Uses Prospect, the Stock-Aware CRM?

Wholesalers, Distributors & Manufacturers who need to manage B2B products, prices & stock info & use Xero, Unleashed, TradeGecko, Cin7, DEAR, Sage 50, Exchequer, Access Dimensions or Pegasus.

What Is Prospect, the Stock-Aware CRM?

If you sell products from stock B2B and use one of the following Accounting/Inventory Management Systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need:

Unleashed Software,
TradeGecko,
Cin7,
DEAR Inventory
Xero,
Sage 50,
Exchequer,
Access Dimensions,
Pegasus Opera.

Prospect is the #1 CRM for growing Wholesalers, Distributors & Manufacturers.

Prospect, the Stock-Aware CRM Details

ProspectSoft

http://www.prospectsoft.com/

Founded 2002

Prospect, the Stock-Aware CRM Cost Overview

Prospect, the Stock-Aware CRM does not have a free version but does offer a free trial. Prospect, the Stock-Aware CRM paid version starts at USD 90.00/month.

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Starting Price

USD 90.00/month
See pricing details

Pricing Details

Starts at just £90 (inc. 4 users). Most popular option is £45 p/user/month.

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

Prospect, the Stock-Aware CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Software

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Businesses

  • Barcoding / RFID
  • Import / Export Management
  • Inventory Management
  • Order Management
  • Purchasing
  • Returns Management
  • Sales Forecasting
  • Shipping Management
  • Warehouse Management

View full list of Distribution Software

  • Accounting Integration
  • ERP
  • MES
  • MRP
  • Maintenance Management
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Reporting/Analytics
  • Safety Management
  • Shipping Management

View full list of Manufacturing Software

  • Cataloguing / Categorisation
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal

View full list of Online CRM Software

Prospect, the Stock-Aware CRM Alternatives

More Prospect, the Stock-Aware CRM alternatives

Prospect, the Stock-Aware CRM Reviews

Showing 5 of 19 reviews

Overall
4.9/5
Ease of Use
4.8/5
Customer Service
4.9/5
Features
4.9/5
Value for Money
5/5
Peter S.
Head of Business Development
Information Technology & Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 12/08/2020

"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

  • Reviewer Source 
  • Reviewed on 12/08/2020
Andy G.
Sales Director
Food & Beverages, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 07/09/2020

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

Comments: 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

  • Reviewer Source 
  • Reviewed on 07/09/2020
Jethro L.
IT and eCommerce Manager
Sporting Goods, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/01/2019

"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.

Vendor Response

by ProspectSoft on 08/02/2019

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.

  • Reviewer Source 
  • Reviewed on 30/01/2019
Danny M.
IT Manager
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 16/04/2018

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

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!

Vendor Response

by ProspectSoft on 30/01/2019

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

  • Reviewer Source 
  • Reviewed on 16/04/2018
Robin P.
Managing Director
Mechanical or Industrial Engineering, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 06/12/2019

"An excellent package that integrates well with our other business systems."

Pros: It is intuitive and a vital tool for our Area Managers and engineers who have live information on their phones giving live information back to the office. Most aspects are easily customisable by ourselves.

Cons: It can take time if core sections are requested to be customised by the ProspectSoft team but our engineer's portal is excellent now that it is up and running and a vast improvement over what we had.

  • Reviewer Source 
  • Reviewed on 06/12/2019