17 years helping Australian businesses
choose better software

What Is Prospect CRM?

If you distribute products B2B and use one of the following Inventory Management/Accounting/ERP systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need for:

Unleashed
Katana
Cin7 Omni
Cin7 Core
Xero
QuickBooks Online
Access Dimensions
Access Financials
Sage 50
Exchequer
Pegasus Opera

Prospect is the #1 CRM for helping B2B Distributors worldwide get more customers, and maximise customer lifetime value.

Who Uses Prospect CRM?

B2B product sellers who need to manage products, prices & stock info, & use Unleashed/Katana/Cin7 Omni/Cin7 Core/QuickBooks Online/Xero/Access Dimensions/Sage 50/Exchequer/Pegasus Opera.

Where can Prospect CRM be deployed?

Cloud-based
On-premises

About the vendor

  • The Access Group
  • Located in Colchester, UK
  • Founded in 1996

Prospect CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Guernsey, Isle of Man, Jersey, New Zealand and 2 others

Languages

Dutch, English, French, Swedish

Prospect CRM pricing

Starting Price:

GBP 161.00/month
  • Yes, has free trial
  • No free version

Prospect CRM does not have a free version but does offer a free trial. Prospect CRM paid version starts at GBP 161.00/month.

Pricing plans get a free trial

About the vendor

  • The Access Group
  • Located in Colchester, UK
  • Founded in 1996

Prospect CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Guernsey, Isle of Man, Jersey, New Zealand and 2 others

Languages

Dutch, English, French, Swedish

Prospect CRM videos and images

Prospect CRM Software - Account Manager Dashboard
Prospect CRM Software - Sales Rep Dashboard
Prospect CRM Software - Missing Order Report
Prospect CRM Software - Sales Analysis Report at Company level
Prospect CRM Software - Top Product by Value Report
View 6 more
Prospect CRM video
Prospect CRM Software - Account Manager Dashboard
Prospect CRM Software - Sales Rep Dashboard
Prospect CRM Software - Missing Order Report
Prospect CRM Software - Sales Analysis Report at Company level
Prospect CRM Software - Top Product by Value Report

Features of Prospect CRM

  • Activity Dashboard
  • Alerts/Notifications
  • CRM
  • Calendar/Reminder System
  • Commenting/Notes
  • Contact Management
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Email Management
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Pipeline Management
  • Purchase Order Management
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Third-Party Integrations
  • Workflow Management

Alternatives to Prospect CRM

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Sell More Cars with a Simple, Yet Powerful Automotive CRM.
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
HaloPSA brings everything an MSP needs into one centralised location.
SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 50 to 5,000 employees across all industries.
Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Maximizer CRM is a game-changing solution designed specifically for the unique challenges that sales managers and sales teams face.
BigChange's all-in-one Job Management System plans, manages, schedules & tracks your field teams in a single easy-to-use solution.

Reviews of Prospect CRM

Average score

Overall
4.8
Ease of Use
4.7
Customer Service
4.8
Features
4.7
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
88%
4
9%
3
2%
1
2%
Stewart
Stewart
Head of Business Development in UK
Verified LinkedIn User
Electrical/Electronic Manufacturing, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Best CRM by far

5.0 4 years ago

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.

Austin
General Manager in US
Wholesale, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

B2B - This is your CRM.

5.0 2 years ago

Comments: It helped us grow sales.

Pros:

4.5 out of 5 stars. Prospect soft is the best CRM for B2B sales: period. That said, they are still improving the CRM and releasing updates every 2 weeks based on community feedback. Does the CRM do everything you would hope: no, but those things are in the pipeline. Does the CRM do 90% of what you need better than everyone else. Yes! Prospect is particularly strong at tracking customer changes in habits. Has one of your loyal customers went too long without purchase: you will know. Is a particular category underperforming amongst customers on the West Coast, Prospect will let you know. Prospect is first and foremost a customer relationship management tool and second a lead management tool. Most CRMs are merely for tracking leads and closing sales. B2B is different and needs a different CRM. We need to know our customers habits, trends, etc. in order to maximize sales and this is where Prospect stands head and shoulders above the rest. If you are B2B - get this CRM. If it's missing a feature you want, just wait: it will be added soon as they do an EXCEPTIONAL job of listening to and responding to customers and making the CRM better.

Cons:

The hierarchy structure of the CRM is both is best feature, and, at times, it's most annoying depending on the type of customers you work with. There is a slight learning curve here but once your team is used to it, it works very well.

Alternatives Considered: Method CRM

Reasons for Choosing Prospect CRM: Needed specific B2B functions that were not natively present in other CRMs and would have cost a lot to switch. Also, it was very important that our CRM communicate with our accounting software.

Switched From: Less Annoying CRM and Salesforce Sales Cloud

Reasons for Switching to Prospect CRM: b2b reporting and functinality. Specifically, tracking and segmenting of current customers.

Chris
Chris
Director in UK
Verified LinkedIn User
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

This software makes things take longer, not less time

3.0 4 years ago

Comments: It is a decent piece of software for those who need the features it offers, but for those who just want to create quotes and orders it increases rather than reduces your workload.

Pros:

The structure/hierarchy of contacts (company, division, contact) is helpful.

Cons:

The software has a very "Microsoft Excel" feel about it completing any task takes a few seconds longer. Over time, the seconds add up. We were previously using Unleashed to add and process orders but switched to Prospect which then sends the orders to Unleashed. Instinctively, Unleashed is much faster and easier to use and our staff choose to use Unleashed directly instead of Prospect. For example, we could previously create a quote and download it as a PDF instantly. We now have to open a Word document, then save the word document as a PDF, find the PDF in a folder on our computer etc. When we accept a quote we routiely wait up to 30 seconds for the quote to go through to Unleashed as an order. Managing products in Prospect isn't easy - a large user unfriendly Excel spreadsheet. We had a problem of duplicate products and incorrect product codes syncing from Unleashed and have still not resolved this.

The Access Group Response

4 years ago

Hi Chris, Thanks for your feedback, and the five stars you gave for our customer support - we appreciate that. But we also appreciate you taking the time to provide details of your challenges. I have spoken to our Support team on your behalf, and there are definitely faster ways for you to perform some of the tasks you've listed, including fully automated PDF'ing of quote documents. However, to make sure you're getting the most from the system, a senior member of our Customer Success team will be reaching out to you shortly. Thank you again, The Prospect Team

Rob
VP Business Development in Canada
Construction, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Implementation in a growing company

5.0 4 years ago

Comments: Great. Our quoting, follow up, analytics and overall management are at a whole new level.

Pros:

A number of expected benefits plus some great unexpected capabilities. We implemented Prospect at a point where the company grew beyond the capacity to manually track our leads and quotes. Prior to installing Prospect we couldn't track monitor and follow up on quote status and a practical manner. A lot fell through the cracks. Integration with Unleashed was a critical factor. Converting quotes in Prospect to Orders in Unleashed is seamless. Prospect delivers great analytics we couldn't do before. Time since last order, conversion rates, customer productivity and potential etc. The system forces the user to assign tasks. What we thought was annoying at first is in fact a great project management and communication tool as it automatically alerts whoever the task is assigned to and allows me to have the overall view at a glance of who is supposed to be delivering what and on which day. Unexpected bonus and time-saver: We can calculate the weight of an order which is critical for preparing a shipping quote. Hadn't even considered this when we purchased the software. Simple yet impactful. Subtotalling quotes, moving line items around - super easy.

Cons:

The template and document layouts between Prospect and Unleashed don't quite line up but that's manageable Some of the terminology and processes are a bit counter-intuitive but once you know how to do it it's easy. One example is printing a document. Typically the function you look for is "Print". In Prospect you don't "print". You 'create a document' using the "Document". Another example is deleting line items. Let's say you want to delete one or more contacts from a company/client. It's not obvious or intuitive but once you learn how, it's easy. (You have to know the icon to click, then select "Perform Bulk Action".) And the support staff at Prospect helped us solve every query.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Prospect CRM: 1. Their people are accessible and knowledgeable. We speak directly with them and the same group of people all the time. They know us and our business. 2. We're a building product manufacturer. They demonstrated right off they understood our industry and software is well-designed for manufacturing and the construction sector.

Cady
National Sales Manager in US
Wholesale, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Highly recommend Prospect!

5.0 2 years ago

Comments: Overall, excellent experience thus far with Prospect CRM. It has solved headaches from multiple roles within our company that have seem to really tie in some bigger ideas that we seemed stuck on before. We are excited to continue our partnership with Prospect!

Pros:

In out short time frame from the launch of using this software, we have already found that it has easily bridged gaps to problems we longed for solutions for. This includes small details tracking through pipelines, lapsed customers, and detailed sales tracking on numerous aspects.

Cons:

I love to simplicity of it. The learning curve is small and the training was bountiful. Once we gained a rudimentary level of understanding, we were able to navigate quickly. I will also add, as impressed as we are, I will admit we have not yet tapped into the full potential Prospect can provide us.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Prospect CRM: We had major issues with customer service support. After countless efforts, we only ended up with a blog link from an online chat. Our training was not customized from the onset, leaving major gaps within our workflow and no education on how to solve the issues. It was very frustrating after much time had passed.

Reasons for Switching to Prospect CRM: Prospect integrated with our existing softwares and truly seemed to have a personable side to their company that all others lacked. From our initial welcome call, we felt catered to and understood from an extensive level on what our company was searching for.

janita
Sales in UK
Wholesale, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great system, great service

5.0 4 years ago

Comments: Overall, the experience with ProspectSoft and been really great, I love how the system is constantly been updated with new features. Also, I love the chat facility thats available, this has come in so handy because I can ask a question and then get on with something else while I wait for a response, they always respond within 10 mins of me asking and they are a really great customer service/support team.

Pros:

One of the features I like the most is the RFM Analysis, this makes customer calls so easy and helps me to know exactly who I need to call first who may be at risk of slipping away. Also, the way the system integrates so well with Unleashed makes it really easy to work with.

Cons:

To start with I had some small issues with the speed of the system however this was something to do with my computer and not directly linked to the system, once this was sorted everything worked great.

Krisotfer
Regional Sales Manager in US
Computer Software, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Best CRM for Enterprise Solutions

5.0 2 years ago

Comments: Moderate -advanced user, tracking a network of dealers and overseeing regional sales for a world distribution tech firm.

Pros:

Ease of use, adaptability and well-versed software that is great for all levels, beginner to advanced. Toos out the money yo might spend on training, you barely need it with Prospect! I have used multiple CRM platforms in my career and find them all to be buggy and unstable. Prospect takes a handle on self-learning at times, catching flaws before you can make them happen. In the end, as long as the person knows how to build contacts and close an opportunity, you are going to still end up with a great enterprise sales forecasting tool. Anyone could pick this up and run with it, making it the best CRM for large corporations who might need to adjust for different learning environments on each user.

Cons:

The ability to mask internal resources. The point of a CRM is to share how we are all doing, creating proper forecasting to the sales team, not just management. With this feature on, the sales team might be blind until the next update.

Matt
Ops manager in UK
Environmental Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Real life review

5.0 4 years ago

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

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing Prospect CRM: Just was not working for us.

Switched From: Sage CRM

Reasons for Switching to Prospect CRM: Better pricing and better suited to our needs

Jaime
Sales Manager in UK
Wholesale, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Excellent

5.0 3 years ago

Comments: As a Sales Manager in a fast-paced industry where inventory is constantly moving and customers ebb and flow, I can safely say that Prospect CRM has really streamlined our approach and really allows us to manage our customers more effectively.

Pros:

I like how easy it is to use and how it integrates with other systems we use for manufacturing. I am able to qualify leads set tasks and get a real snapshot of the business as well as track inventory and look at peaks and troughs.

Cons:

We had a few teething issues which were sorted out by the Prospectsoft Team all in all we have not come across any cons.

Alternatives Considered: Zoho CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Prospect CRM: After-sales support and integration with other systems that we use

Jason
Commercial Director in UK
Information Technology & Services, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Simoda

5.0 last year

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

Matt
National Sales Manager in US
Sporting Goods, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Great support

4.0 3 years ago

Comments: Very positive experience so far. The service and support is outstanding. Always quick to respond and provide solutions.

Pros:

The ability to build and track sales processes

Cons:

Setting things up was a little tough for us, but we also didn't come with a lot of CRM experience.

Alternatives Considered: Salesforce Service Cloud

Reasons for Switching to Prospect CRM: Because it intergrated with Quickbooks Commerce

Verified Reviewer
Verified LinkedIn User
Machinery, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Very good CRM system

5.0 last year

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.

Jonny
Technical BDM in Australia
Chemicals, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Great system for managing your business activity

5.0 2 years ago

Comments: Good all round experience with a great user friendly system.

Pros:

Easy navigation and great interaction with external mail systems and works off mobile internet for ease of updating system there and then at time of any relevant activity or notification.

Cons:

Nothing at all really as has most functions that are required for effective management and delivery of my ongoing activities.

Sam
Managing Director in UK
Consumer Electronics, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

A great all-rounder.

5.0 3 years ago

Pros:

The interface is very user friendly. A variety of built-in dashboards allow you to easily track, monitor and action opportunities/quotes giving us great oversight at any time of current sales and lead generation. It integrates with software for producing quotations and marketing communications which are then visible within the CRM providing visibility for all staff members allowing us to provide the best service. The team are super helpful and responsive to any queries we have and do all they can to find an appropriate solution.

Cons:

No cons other than a few initial teething issues at the beginning which were quickly sorted out by the team at Prospectsoft.

Leo
Leo
business administrator in US
Verified LinkedIn User
Textiles, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

a well controlled CRM

5.0 last year

Comments: helps sales growth and better designed management in sales teams, thus improving the experience for customers

Pros:

You can have a better administration of assets, orders, quotes, inventory and contractsits price is cheap and fairIts quality of customer service is correct to resolve doubts instantlyits operation and performance is of good quality

Cons:

Objectively I have not found any type of failure that makes me consider a change or something that I dislike

Paul
IT Manager in UK
Electrical/Electronic Manufacturing, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Prospect

5.0 3 years ago

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

Robin
Managing Director in UK
Mechanical or Industrial Engineering, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

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

5.0 5 years ago

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.

Dave
General Manager in UK
Machinery, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

BalTec UK Ltd

5.0 4 years ago

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.

Mark
General Manager in US
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Small Business Essential

5.0 3 years ago

Pros:

Integration with QuickBooks, reports. dashboards

Cons:

There are so many features it will take a while to learn all of them that are valuable to us.

James
Operations Director in UK
Wholesale, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Ideal for Wholesale Business

5.0 6 years ago

Comments: We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly.

Pros:

Live data so both our internal and external employees see exactly the same data in real time. Data includes all sales history, conversation notes, products (including stock levels and pricing), etc...

Cons:

I don't have any issues with the Prospect365 CRM

Bronwyn
Office Admininstrator in UK
Electrical/Electronic Manufacturing, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Easy to use software

4.0 3 years ago

Pros:

The layout is clean with an intuitive interface. I can easily add, update or remove customer information.

Cons:

Depending on your internet connection, sometimes it doesn't save when you update information. I guess it is one of the cons of using a browser based system.

Mark
National Sales Manager in UK
Design, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

CRM Review

5.0 3 years ago

Pros:

From a management point of view, the CRM provides me with everything I need to manage and review our sales pipeline.

Cons:

Some of the features are a little heavy for our business requirements, it would also benefit from an App.

Selwyn
sales manager in UK
Automotive, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Best CRM system

5.0 last year

Comments: it is great for the invoice system we have and it has made easier as a company to get invoices out faster and to keep more details under company

Pros:

the way it is set out it is very easy to use and i find it great because it organises each company and contact

Cons:

i haven't come across any negatives of this site so far.

Stephen
Account manager in UK
Sporting Goods, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Love the product and does everthing i need it to

5.0 2 years ago

Comments: Makes doing my job a whole lot easier

Pros:

Easy to use and never goes wrong, gives me all the information i need

Cons:

Dont have anything negative from my point of view does what i need it do do

Lisa
Estimating in UK
Food & Beverages, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

User Friendly

5.0 4 years ago

Comments: The software has made the estimating and reporting side of my role faster and more efficient. The search facility makes finding older documents very easy rather than using a manual system.

Pros:

Live updates Easy to navigate screens Online chat button for help

Cons:

Unable to copy and paste quotation lines rather than an entire quotation.