# Prospect CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Prospect CRM the right CRM solution for you? Explore 142 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/reviews --- Prospect CRM 4.8 (142) [View alternatives](https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 17th, 2026 # Reviews of Prospect CRM Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews CW Collette W Chief Operations OfficierNanotechnology, 11 - 50 employeesUsed the software for: 6-12 months. “I look forward to utilising more and more of its reporting and algorithm functions to help me start being able to create forecasts for my business and tailor my sales strategies - I believe Prospect capabilities will prove very useful .“ December 13, 2024 BB Bielle B Business DirectorRetail, 51 - 200 employeesUsed the software for: 6-12 months. “Core functionality required for daily use was not working as expected, particularly sales order workflows and syncing with CIN7.“ February 25, 2026 SJ Stuart J Specialist Vehicle ApplicationsElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: 6-12 months. “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%“ June 11, 2025 BB Bielle B Business DirectorRetail, 51 - 200 employeesUsed the software for: 6-12 months. “In our case, it added complexity and operational risk instead.“ February 25, 2026 NA Nicholas A Sales ExecutiveMedical Devices, 11 - 50 employeesUsed the software for: 6-12 months. “It provides a clear view of a range of clients accounts and details, vital in my role as sales.“ January 21, 2025 JW John W BDMWholesale, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ June 23, 2025 KM Kathy M Client Support ManagerCosmetics, 11 - 50 employeesUsed the software for: 1-2 years. “The integration with our inventory and sales systems is seamless. “ August 11, 2025 NA Nicholas A Sales ExecutiveMedical Devices, 11 - 50 employeesUsed the software for: 6-12 months. “Sending emails on there looks complicated vs just emailing on your normal account.“ January 21, 2025 ## Showing most helpful reviews Showing 1-25 of 142 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chetan A. Founder & CEO Consumer Goods Used the software for: Less than 6 months ### "Prospect CRM is the nice tool for business sales growth" May 2, 2021 5.0 It was a nice experience while using the Prospect CRM and we recommend to our friends as well. Pros It is nice and easy to use software, full functional and has many nice features. Prospect CRM is the awesome sales CRM tool for our brand. Cons It's support, we were stucked sometimes, and we were getting responses too late for our queries. Overall, the experience was nice. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/)[Mailgun](https://www.capterra.com/p/159630/Mailgun/) Reason for choosing Prospect CRM It was cost effective and we have simple user experience as well. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/)[Mailgun](https://www.capterra.com/p/159630/Mailgun/) More Convenient, and cost effective. Review Source PA Peter A. Head of sales and marketing Information Technology and Services Used the software for: 1-2 years ### "Probably the best CRM for trade distributors and wholesalers." November 18, 2024 5.0 It has been a long project integrating with our Cin7 inventory system, testing and tweaking to get everything as needed. Prospectsoft have been super responsive throughout this journey and have accommodated all of our needs and enhancement requests where possible. Pros Designed for repeat business from customers rather than single projects. As a technology distributor selling to trade customers, this is critical. Cons Lack of ability to customise dashboards, but that is a very minor gripe. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Prospect CRM Designed for our business. Repeat business from regular buying accounts. Review Source Chris D. Director Health, Wellness and Fitness Used the software for: 1-2 years ### "This software makes things take longer, not less time" December 1, 2020 3.0 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. Reason for choosing Prospect CRM The price was cheaper. Review Source Response from Fonn December 8, 2020 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 VR Verified Reviewer Marketing Lead & Sales Support Construction Used the software for: 6-12 months ### "Definetly Would Recommend Prospect Soft" May 9, 2022 5.0 Very positive. As person who likes things to be clear and organised i think that ProspectSoft is a brilliant tool for the whole team - especially sales & marketing to work together and communicate when working with customers. Pros Easy to use, you can track so many different things - really helps a busy team keep communication at bay. Very useful tool to help you look after customers to the best ability possible. Cons Its quite a new software and they are a very adaptable team so if we ever find anything that needs improving etc they are quick to take it on board and the changes are actually made ! ( you would never get this with a big corporate company ) Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) We weren't getting on very well and we wanted to be able to track more and get more information from our CRM system. we also wanted the system to link to unleashed & mailchimp etc Review Source VR Verified Reviewer Account Manager Medical Devices Used the software for: 6-12 months ### "Ross Reed " December 22, 2022 5.0 Only positive things to say and it’s by far superior to all the crms I’ve used in the past Pros It has tripled my business and saved me a lot of headaches . Cons None . I haven’t had any issues at all with it . Reason for choosing Prospect CRM Because i had tried almost every one and to no avail. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Because it was confusing and not effective . Review Source VR Verified Reviewer Company Director Wholesale Used the software for: 1-2 years ### "Awesome CRM" July 21, 2021 5.0 Overall since introducing the CRM our conversation rates have gone up and sales process is in the process of going o a whole new level Pros Support, Flexibility, Reporting, Sales Pipelines ability to force tasks Cons Documents layouts are hard to master, but the support teams are there to help and always a pleasure to talk to. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Prospect CRM During the trial process the support was second to none. Review Source PS Peter S. Head of Business Development Information Technology and Services Used the software for: 6-12 months ### "Prospect 365 is great for managing opportunities, creating and sharing quotations" August 12, 2020 5.0 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 Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Prospect had better quoting options and integration with Unleashed Review Source tR taesha R. sales consultant Business Supplies and Equipment Used the software for: 6-12 months ### "Crm- overview " January 27, 2025 5.0 my overall experience with prospect was it making my work life much easier. Pros what i liked the most about prospect was the ability to connect to my co-workers without being to physically talk to them, i think the ability to mention and communicate in a great feature. Cons something i least liked about prospect was literally nothing. Review Source TO TONY O. Office Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Prospect CRM" January 24, 2025 5.0 For the most part easy to use, I personally need more training to get better benefit from it. Pros Elimination of paperwork and streamlining the invoicing process Cons Overall there was nothing I disliked about the system, my lack of training is limiting me on it's use. Review Source DD Drew D. Sales Manager Construction Used the software for: 1-2 years ### "Efficient and User-Friendly CRM Solution" January 5, 2025 5.0 Prospect CRM has been an invaluable tool for managing customer relationships efficiently. The platform's usability and robust feature set outweigh the minor drawbacks. Pros User-friendly interface with intuitive navigation. Excellent integration with other tools and platforms. Comprehensive customer tracking and reporting features. Cons Limited customization options in some modules. Occasional delays in support response. Switched from [Unleashed](https://www.capterra.com/p/126644/Unleashed/) Better customer engagement in Prospect CRM Review Source RG Rob G. VP Business Development Construction Used the software for: 6-12 months ### "Implementation in a growing company" February 18, 2021 5.0 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](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing 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. Review Source CL Cady L. National Sales Manager Wholesale Used the software for: Less than 6 months ### "Highly recommend Prospect! " August 30, 2022 5.0 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](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing 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. Review Source JM Jaime M. Sales Manager Wholesale Used the software for: 6-12 months ### "Excellent" October 1, 2021 5.0 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](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Prospect CRM After-sales support and integration with other systems that we use Review Source SM Stephen M. Director Printing Used the software for: I used a free trial ### "Bad Customer Service" March 16, 2023 1.0 Absolutely terrible. Its such a shame becuase on the surface it promised so much and it really suited us as a small business, we cant justify spending $1000 per month on software for some of the super programs and we were so happy to find this but it just does not work and could not get help. Pros I liked the idea of what it represented but in reality nothing worked. Cons I liked the idea of what it represented but in reality we were unable to get any of the intergrations to work. All we managed to do was to import product but the intergrations would not import contacts, CRM or historical data. To make it worse we are in Australia and we were unable to get any support. It says average time is 15 minutes but it was impossible to get help. Took many hours to even get a response and was un workable. The customer service team really needs a kick up the pantsm they dont read the messages and then also respond with stupid messages like, once the data is uploaded you will love it, problem is 24 hours into uploading and nothing is working and they still say the same thing. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Cost and usability, we thought this was going to be better. Review Source AG Andy G. Sales Director Food & Beverages Used the software for: 2+ years ### "This just does what it needs to and does it well! " September 7, 2020 5.0 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 Review Source MC Marcus C. General Manager Wholesale Used the software for: 1-2 years ### "Prospect CRM" August 31, 2021 5.0 A very helpful business that set up us quiclly and efficiently and a very easy to use software. Nothing is a problem. Pros We liked the way that we could very quickly pick up if any of our customers were dropping off on specific products or overall on sales. Cons A bit slow to ollect the data from sage 50 Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We needed to se if customers were dropping off on sales Review Source NA Nicholas A. Sales Executive Medical Devices Used the software for: 6-12 months ### "MEC Medical Ltd" January 21, 2025 5.0 Very positive overall. The system is simple for the areas I require it. It provides a clear view of a range of clients accounts and details, vital in my role as sales. Pros The customer support is always top quality & the system is very simple to navigate around. Cons Sending emails on there looks complicated vs just emailing on your normal account. Review Source MR Matthew R. Sales Engineer Packaging and Containers Used the software for: 2+ years ### "CRM your business, get the insights, get the figures and build great structure for all employees " September 17, 2021 5.0 due to the customisation ability i am making the system to what i want so this has been a key benefit keeping it growing through the business and becoming another employee Pros able to personalise it to our business needs is great, we make the fields we want to track, report on the info we want to see, give KPI feedback and link up easily to all the dashboards we require to monitor the overall business Cons no real issues so far to comment on, we have a different blue for our company, maybe a nice benefit to change to match the company blue :) Review Source Jethro L. IT and eCommerce Manager Sporting Goods Used the software for: 2+ years ### "10 years and counting" January 30, 2019 5.0 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. Review Source Response from Fonn February 8, 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. VR Verified Reviewer Marketing Manager Consumer Electronics Used the software for: 2+ years ### "Genuinely one of the best inhouse C|RM tools I have used!" May 12, 2022 4.0 Watching the performance of our sales teams improve, the quality of work and service improve and productivity too! Pros Custom reports to identify the most likely candidates, autodial tie-ins to improve efficiency, full end to end quote tracking. Recall and reminders. Almost every aspect has been well thought through and executed, Cons The user interface and customer search system can seem a little counter intuitive to new users. But basic training and they are up and running in no time. Review Source GD Graham D. Sales Director Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Prospect CRM Review" July 10, 2023 5.0 Excellent - It has increased visibility of customer accounts and how they are performing Pros Integration to existing system was very easy Cons Report writing is complex, but it is all there and there is good support from Prospect CRM Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source OE Oliver E. Sales Manager Packaging and Containers Used the software for: 1-2 years ### "Will never go back to Zoho CRM" April 3, 2024 5.0 Pros It is so easy to use, even a chimp could understand how to use it. Excellent Cons None, I cannot fault it. Been using for a year without issue Review Source Darren P. Operations Manager Recreational Facilities and Services Used the software for: 6-12 months ### "A great addition to our systems" November 19, 2020 5.0 Overall we have found Prospect to be a fantastic tool for our operation - it has shown us new ways of doing and helped us continue to grow and meet the needs of our customers. Pros We added Prospect to our business system with a view to increase our management of our sales and marketing efforts. prospect proved to be a great addition and easily integrated with our existing Xero & Unleashed systems. Cons At present we have found no problems with using Prospect. We are still learning, finding new features and ways of doing. Review Source MA Malcolm A. Director Food Production Used the software for: 2+ years ### "ProspectSoft CRM since 2008" October 28, 2022 5.0 Keeping track of many enquiries that often take 6 - 24 months to result in a sale. Good product control (some 20,000 products). Personal contact with senior staff when required. Pros Seamless integration with our (Exchequer) accounting system. Very easy to use & understand interface which can be readilt customised to suit our requirements. Cons Generally somewhat slow implementation of custom requirement although a highly technical API interface was fast tracked to meet our sudden need. Review Source VR Verified Reviewer Key Account Manager Food & Beverages Used the software for: Less than 6 months ### "Great App!" May 9, 2024 5.0 Pros \- Strong Onboarding - Simple to use - Open to feedback Cons \- Nothing wrong with the app, so far it is early days but currently impressed. 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