# Prospect CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Prospect CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/107031/ProspectSoft-CRM-Software

---

# 

 Prospect CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Prospect CRM

## What is Prospect CRM?

If you sell 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 Wholesalers, Distributors & Manufacturers worldwide get more customers, and maximise customer lifetime value.

## What is Prospect CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Online CRM](https://www.capterra.com/online-crm-software/)

Top alternative

Featured

Overall rating

Based on 141 user reviews

Reviews sentiment

Positive

96%

Neutral

1%

Negative

2%

Starting price

£177

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

-   CRM / 2026
-   Online CRM / 2026

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Prospect CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.theaccessgroup.com/&name=Prospect CRM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Prospect CRM

4.8 (141)

VS.

[4.2 (2,019)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

£177

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (141)

Ease Of Use

4.0 (1,975)

Value For Money

4.6 (118)

Value For Money

3.8 (1,565)

Customer Service

4.8 (132)

Customer Service

3.8 (1,669)

## Prospect CRM alternatives

[4.2 (1,302)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (460)](https://www.capterra.com/p/245800/Monday-CRM/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.4 (18,778)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/alternatives/)

## Who uses Prospect CRM?

Based on Capterra reviews from the past 5 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.6 (72)

56.94% of 72 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Lead Management

4.7 (72)

54.17% of 72 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Sales Pipeline Management

4.6 (52)

50.00% of 52 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Reporting/Analytics

4.6 (50)

52.00% of 50 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Interaction Tracking

4.6 (39)

35.90% of 39 reviewers that rated this feature as important or highly important

Track interaction history by documenting conversations for contacts

Calendar/Reminder System

4.5 (35)

45.71% of 35 reviewers that rated this feature as important or highly important

Notifications/alerts for upcoming events or tasks

Prospect CRM 64 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Notifications/alerts for upcoming events or tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Designed for small businesses

Form predictions based on past and present data/trends

Track interaction history by documenting conversations for contacts

Track and manage inventory levels to maintain proper supply

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

Manufacturing execution systems focus on quality control in the production process.

Access software remotely via mobile devices

Track all opportunities for potential sales and convert them into recurring revenue

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Manage and track customer orders for goods, investments, or any other purchases

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Streamlining repetitive tasks and activities through automated and predefined workflows

Create, send, and track purchase orders and their statuses

Generate quotes or estimates for customers

Receive data and information in real time

Active reporting of data and metrics

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Track and facilitate returns of products sold

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

An order generated by a seller to a customer, containing details about products or services

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Manage and track orders being shipped to customers

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.7 (141)

4.7

Based on 141 reviews

## Pricing

Value for money

4.6 (118)

Free Trial

[View pricing plan details](https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/pricing/)

Start-up CRM

£177.00

Flat Rate,Per Month

It includes:

-   4 Users
-   DEAR Integration
-   Quickbooks Integration
-   Tradegecko Integration
-   Unleashed Integration
-   Xero Integration

Professional CRM

£351.00

Flat Rate,Per Month

It includes:

-   4+ Users
-   Access Dimensions Integration
-   Cin7 Integration
-   Exchequer Enterprise Integration
-   Pegasus Opera II/III Integration

Advanced CRM

£1,933

Flat Rate,Per Month

It includes:

-   15+ Users
-   Custom Delivery Charge Calculations
-   Custom ERP Integrations
-   SAP Integration

Value for money

4.6 (118)

4.6

Based on 118 reviews

## Integrations

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (132)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (132)

4.8

Based on 132 reviews

## User reviews

Overall rating

4.8

Based on 141 reviews

Filter by rating

5(123)

4(13)

3(2)

2(0)

1(3)

Mentioned topic

Sorted by most recent

BB

Bielle B.

Business Director

Retail

### " Implementation Failed. System Never Became Operational"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

February 25, 2026

Our overall experience was extremely time-consuming with no functional outcome. We invested significant internal resources attempting to implement Prospect into a live wholesale environment, engaging in multiple meetings, support cycles, and workarounds over several months. Despite this effort, the platform never reached a point where it could reliably support day-to-day operations. A CRM should simplify workflows and provide confidence in data and decision-making. In our case, it added complexity and operational risk instead. We are now seeking termination after an unsuccessful implementation. I would strongly recommend that businesses thoroughly test real operational workflows and integrations before committing.

Pros

The underlying idea behind the platform is good, and the team was consistently polite and responsive during support interactions. The vision of creating a CRM layer specifically for wholesale businesses is compelling in theory.

Cons

Unfortunately, the system never became operationally reliable despite several months of onboarding and troubleshooting. Core functionality required for daily use was not working as expected, particularly sales order workflows and syncing with CIN7. Account data was inconsistent, records duplicated or missing, and reporting could not be trusted without cross-checking against other systems. Instead of reducing administrative workload, the platform introduced additional manual processes while we waited for unresolved fixes. For a CRM intended to sit at the centre of wholesale operations, this made adoption impossible.

Alternatives considered

[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)

Reasons for choosing Prospect CRM

very compelling, but inaccurate sales pitch

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KM

Kathy M.

Client Support Manager

Cosmetics

### "HIGHLY RECOMMEND"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 11, 2025

Prospect CRM has been a game-changer for our team! The integration with our inventory and sales systems is seamless. We are extremely satisfied with all aspects of this platform.

Pros

We have been using Prospect CRM for quite awhile now, and it's made a huge difference on how we manage customer relationships and track sales. The interface is user-friendly and the support team is super responsive and helpful. Highly recommended for any business looking to stay organized and grow!

Cons

Overall, Prospect CRM is a robust tool as it currently stands. The most minor change I would recommend is to change the date format for Unites States companies to reflect month/day/year in tasks.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

The decision was made by upper management to change systems.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AB

Adrian B.

Telemarketer - Data Admin

Medical Devices

### "Prospect CRM is an asset"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

July 31, 2025

Prospect CRM has helped out the office enormously streamlining the way we arrange details and data for all the reports needed to ensure the department runs efficiently and smoothly.

Pros

My experiences of the software on the whole have been really helpful. The way it has arranged the storage of data and product information/details is second to none and always reliable.

Cons

In all the times I have used the CRM I have no gripes. Although if they do appear in the future I will certainly let you know.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JW

John W.

BDM

Wholesale

### "Wholesale Distribution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 23, 2025

We have been using Prospect CRM for a number of years. It is great at the basic stuff and we keep adding to the areas we are using it. We now have a returns system that is functioning through the "Problem" side of the system.

Pros

The user friendly software that is simple and quick to navigate around. No need to pause and save information, it logs the information you put in as you go. The search function is quick and effective find customers by Employee or company name/number. From the sales side the addition of the "Magic Matrix" was great, I had something similar running in Excel and this is now redundant. The reporting is quick and easy, and can be adjusted to pull the information you need out of the system in a flash.

Cons

We struggle with the quoting side as some of the links and the way it is reported to Unleashed are not reliable but, that is something we are working on.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SJ

Stuart J.

Specialist Vehicle Applications

Electrical/Electronic Manufacturing

### "Prospect works for us"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 11, 2025

Having worked in several companies, some using Excel as its database and still is after 20 years, (very frustrating) and also using CRM's such as SAP, Workday, Monday.com and ACT, Prospect is easily the best most intuitive system and adaptable to to the needs of the whole team, totally recommend it 100%

Pros

Ease of use, very intuitive, very adaptable, we have our diaries, meeting notes, customer database, sales pipeline, quotes etc, very easy to use, please don't change it.

Cons

Slight issues with picking up sales data from our internal system, but all sorted now, main issue was not Prospect but our internal sales system.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JA

Jeffery A.

Admin

Consumer Services

### "Very good but room for improvement "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

June 4, 2025

I struggled with it initially but recently I have been getting used to it and I think with a bit more practice, it could be very crucial working alongside unleashed

Pros

I like it’s integration system with unleashed and also how it offers a wide range of reporting system especially with the sales pipeline.

Cons

It’s not very user friendly to look at. Especially when creating quotations, compared to others like unleashed and quickbooks desktop, information is much more easy on the eyes

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TW

Tony W.

Director

Building Materials

### "Best CRM we have tested."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 14, 2025

My sales team loves it, but I don't use it as much as they do. It is very useful for analysing the sales of our products.

Pros

The human interface, training and customer support are excellent. It is faster than our previous CRM.

Cons

Frankly, there isn't much to dislike, so I have no comments to make here. I could always complain about the cost if you like?

Switched from

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

It did not suit the way we work so we looked for alternatives

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AW

Andrew W.

Director

Business Supplies and Equipment

### "Prospect does it for Exquisite Refreshments "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 5, 2025

We have fully embraced the system and integrated it another access product which is unleashed. Both products together have allowed our start up businesses to be successful in our first year of trading. Without it we would have struggled. Well worth the investment for any small or medium size business.

Pros

Prospect CRM is ideal for our small business. It is versatile, easy to use and has excellent reporting capabilities. We particularly like the ability to Tailor the content to our business. The support is excellent and after a year of working with it it is an essential tool to helping us reach our targets, but more especially that of our customers.

Cons

Believe it or not I have not come across any big issues. We reviewed many CRM systems and by far this is the best and most cost effective one currently on the market. Though we did have an issue with initial enquiries and actually getting someone to contact us and talk us through the benefits and sign us up. We had to pursue and Chase which initially put us off is if this was the level of support at the beginning then what happens after we signed. But we were wrong once signed the level of support has been tremendous. Thank you \[sensitive content hidden\] for being our onboard consultant. Without you we wouldn’t have had such a fantastic insight into the power and capability of the system.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KP

Katrina Parris S.

Customer Service

Food Production

### "Prospect - An invaluable tool for any company"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 13, 2025

As customer Service, Prospect has become a great tool as it allows me to make multiple entries, create tasks and target audiences

Pros

Webinars are comprehensive and target all audiences. The software support is very responsive and helpful. The software creates comprehensive reports and it's a great tool for our Sales Team and Managers

Cons

Some of the integration features can become a little clunky but it is in a very small scale

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SP

Shanta P.

Internal Sales Executive

Security and Investigations

### "One of the best CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 25, 2025

Great, very easy to use and provides a lot of information with a touch of a button. And I am saying this without using Prospect CRM to the fullest capacity.

Pros

Prospect CRM is very good with issuing quotations & it works well with Sage 50. And very easy for reminders, love the dashboard as it give a great summary, search works great & give all the infor required, etc.

Cons

Not many. It would be nice if changes on Sage 50 after account opened could be transferred to Prospect.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/reviews/)

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Popular comparisons

[Salesforce Sales Cloud vs Prospect CRM](https://www.capterra.com/compare/61368-107031/Salesforce-vs-ProspectSoft-CRM-Software)[HubSpot CRM vs Prospect CRM](https://www.capterra.com/compare/107031-152373/ProspectSoft-CRM-Software-vs-HubSpot-CRM)[Zoho CRM vs Prospect CRM](https://www.capterra.com/compare/107031-155928/ProspectSoft-CRM-Software-vs-Zoho-CRM)[Kylas Sales CRM vs Prospect CRM](https://www.capterra.com/compare/107031-210630/ProspectSoft-CRM-Software-vs-Kylas)[Bigin by Zoho CRM vs Prospect CRM](https://www.capterra.com/compare/107031-204998/ProspectSoft-CRM-Software-vs-Bigin-by-Zoho-CRM)[eWay-CRM vs Prospect CRM](https://www.capterra.com/compare/107031-152769/ProspectSoft-CRM-Software-vs-eWay-CRM)[Odoo vs Prospect CRM](https://www.capterra.com/compare/107031-135618/ProspectSoft-CRM-Software-vs-Odoo)[Dynamics 365 vs Prospect CRM](https://www.capterra.com/compare/107031-157279/ProspectSoft-CRM-Software-vs-Dynamics-365)[Ploomes CRM vs Prospect CRM](https://www.capterra.com/compare/107031-207290/ProspectSoft-CRM-Software-vs-Ploomes)[Nutshell vs Prospect CRM](https://www.capterra.com/compare/107031-144340/ProspectSoft-CRM-Software-vs-Nutshell)

[Brevo vs Prospect CRM](https://www.capterra.com/compare/107031-132996/ProspectSoft-CRM-Software-vs-brevo)[Pipedrive vs Prospect CRM](https://www.capterra.com/compare/107031-132666/ProspectSoft-CRM-Software-vs-Pipedrive)[EngageBay CRM vs Prospect CRM](https://www.capterra.com/compare/107031-178819/ProspectSoft-CRM-Software-vs-EngageBay-Marketing)[ActiveCampaign vs Prospect CRM](https://www.capterra.com/compare/79367-107031/ActiveCampaign-vs-ProspectSoft-CRM-Software)[OpenCRM vs Prospect CRM](https://www.capterra.com/compare/107031-129881/ProspectSoft-CRM-Software-vs-OpenCRM)[Meritto vs Prospect CRM](https://www.capterra.com/compare/107031-250169/ProspectSoft-CRM-Software-vs-Comprehensive-Admission-Suite)[Act! vs Prospect CRM](https://www.capterra.com/compare/107031-175860/ProspectSoft-CRM-Software-vs-Act)[monday CRM vs Prospect CRM](https://www.capterra.com/compare/107031-245800/ProspectSoft-CRM-Software-vs-Monday-CRM)[NetSuite vs Prospect CRM](https://www.capterra.com/compare/107031-135757/ProspectSoft-CRM-Software-vs-NetSuite)[Mailchimp vs Prospect CRM](https://www.capterra.com/compare/107031-110228/ProspectSoft-CRM-Software-vs-MailChimp) 

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