ProspectSoft

Prospect, the Stock-Aware CRM


5 / 5
7 reviews

Who Uses This Software?

Wholesalers, Distributors & Manufacturers who need to manage B2B products, prices, inventory & stock info and use Sage 50, Exchequer, Pegasus, Access, Unleashed or Xero as their back-office system.


Average Ratings

7 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $30.00/month/user
  • Pricing Details
    Starts at £20 per user per month. Most popular option is £45 p/user/month.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • ProspectSoft
  • www.prospectsoft.com/
  • Founded 2002
  • United Kingdom

About Prospect, the Stock-Aware CRM

Prospect is a new type of CRM that integrates product, inventory and customer sales data, to streamline B2B processes, allowing your team to save time, increase sales and maximise profits. Wholesalers, Distributors & Manufacturers have unique operational challenges when selling physical products from stock B2B, meaning ordinary CRM's fall short. Stock-Aware CRM is different. Prospect has unparalleled integration to leading back-office systems including Sage 50, Xero & Unleashed.


Prospect, the Stock-Aware CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Barcoding / RFID
  • Import / Export Management
  • Inventory Management
  • Order Management
  • Purchasing
  • Returns Management
  • Sales Forecasting
  • Shipping Management
  • Warehouse Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • 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

Prospect, the Stock-Aware CRM Reviews Recently Reviewed!


Capterra loader

10 years and counting

Jan 30, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by ProspectSoft on February 08, 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.

Honestly great stuff

Jul 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There are a few words that jump to mind with Prospect soft365 , key words that were the same frustrations I had with my previous systems.

Ease of use - Quick and SO user friendly, adaptable and as a HOD the best thing it was easy for my team to pick up and work effectively on within a week. Win for us!

Customer satisfaction - this is now so measurable we have a more direct link to our customers and a clearer view of orders and relationships. Another win!

Support - Every single call to their centre is answered professionally and swiftly and this makes a truly immeasurable difference in a busy centre like ourselves.

So glad we found you.

Cons: I am happy with all factors of this software

Overall: Great experience all round, and fantastic support

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

Apr 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

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 January 30, 2019

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

Ideal for Wholesale Business

Feb 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

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

Super helpfull over many many years

May 14, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Search facility is easy to use. holds lots of info and is customisable to our needs

Cons: nothing we are very happy with it. if anything I keep closing it down in error by clicking the cross by mistake

Great CRM

Jul 01, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The staff are always on the end of the phone or email/ Live chat.

Great staff and very easy system to use.

Cons: I like this CRM very much, I cant really fault it on anything so far.

Overall: It has been great for us, easy way to store information and documents.

Great for recalls and reminders.

Excellent

May 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Not only this CRM offers excellent advantages to the business but also as a company they offer great customer service, always replying promptly to any queries and taking on board our suggestions.

Cons: Maybe more training is necessary to get the full advantage from the system.