--- title: "Prospect CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Prospect CRM the right CRM solution for you? Explore 144 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/107031/ProspectSoft-CRM-Software/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Prospect CRM 4.8 (144) [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 October 19th, 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 TW Tandia W founderAlternative Medicine, 2 - 10 employeesUsed the software for: 6-12 months. “The customer service is terrible, no one responds to your emails.“ July 8, 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 KS Katrina Parris S Customer ServiceFood Production, 51 - 200 employeesUsed the software for: Less than 6 months. “The software creates comprehensive reports and it's a great tool for our Sales Team and Managers“ March 13, 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 ## Showing most helpful reviews Showing 1-25 of 144 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Sales Used the software for: Less than 1 year ### "Great support" October 30, 2026 5.0 Very positive. Great for contact management and opportunity pipeline tracking. Also found it useful to plan territory visits Pros \- Integrates with unleashed - custom configuration possibilities - Great support from Nurulhazira Rusdi setting us up and Roxas with subscription management Cons Some sync issues with Unleashed have cropped up. Although the support has worked with us to resolve the issues Review Source Recruitment Consultant Used the software for: 3-5 years ### "Prospect CRM is a smart, practical choice" October 21, 2026 5.0 If you run a wholesale, distribution, or manufacturing business that sells from stock, Prospect CRM is a smart, practical choice that bridges the gap between your inventory and your sales pipeline. Pros • Stock-Aware Features: It connects directly with inventory and accounting software (like Xero, QuickBooks, and Cin7), so sales teams never quote items that are out of stock. • Great for Wholesalers & Distributors: Built specifically for B2B companies that deal with repeat customers rather than single, isolated projects. Cons • Initial setup and integrations with back-office systems can sometimes feel a bit long or complex to dial in. • Dashboard customization options are limited. Review Source TW Tandia W. founder Used the software for: Less than 1 year ### "Worst CRM platform I have used " July 9, 2026 1.0 Terrible, worse platform I have ever used and we spent so long setting everything up for nothing to work and the accounts team just kept charging us invoices and we couldn't even use the platform Pros Nothing - a terrible platform to use - so many bugs. Cons The customer service is terrible, no one responds to your emails. Review Source Bielle B. Business Director Used the software for: Less than 1 year ### " Implementation Failed. System Never Became Operational" March 16, 2026 1.0 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 Chetan A. Founder & CEO Used the software for: Less than 1 year ### "Prospect CRM is the nice tool for business sales growth" May 17, 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. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/)[Mailgun](https://www.capterra.com/p/159630/Mailgun/) More Convenient, and cost effective. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Marketing Cloud](https://www.capterra.com/p/248536/Salesforce-Marketing-Cloud/)[Mailgun](https://www.capterra.com/p/159630/Mailgun/) Reasons for choosing Prospect CRM It was cost effective and we have simple user experience as well. Review Source Chief Operations Officier Used the software for: Less than 1 year ### "Great software! Very pleased to be a customer." December 27, 2024 5.0 Pros I was impressed with our Onboarding package and was very pleased this was an option. I felt supported during the transition. I like the integration with Unleashed. 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 . I also really like the AI help chat bot which very often genuinely solves your query but if not, a real person is able to assist. Cons It does have a lot of functions and configurations which can seem overwhelming. I wish I had more time to delve deeper into the guides and webinars. There is some juggling required with duplicates from Unleashed also which with more use should be clearer how to navigate this. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) I felt it wasn't as suitable for a manufacturing business or link to Unleashed. Review Source contact @. Director Used the software for: 1-3 years ### "This software makes things take longer, not less time" December 3, 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. Reasons for choosing Prospect CRM The price was cheaper. Review Source Response from The Access Group 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 Head of sales and marketing Used the software for: 1-3 years ### "Probably the best CRM for trade distributors and wholesalers." November 28, 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/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Prospect CRM Designed for our business. Repeat business from regular buying accounts. Review Source Marketing Lead & Sales Support Used the software for: Less than 1 year ### "Definetly Would Recommend Prospect Soft" May 10, 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 Account Manager Account Manager Used the software for: Less than 1 year ### "Ross Reed " January 4, 2023 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 . Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Because it was confusing and not effective . Reasons for choosing Prospect CRM Because i had tried almost every one and to no avail. Review Source Company Director Used the software for: 1-3 years ### "Awesome CRM" July 22, 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. Switched from Our old provider wants a ridiculous amount of money for alot less in terms of features. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Prospect CRM During the trial process the support was second to none. Review Source Peter S. Head of Business Development Used the software for: Less than 1 year ### "Prospect 365 is great for managing opportunities, creating and sharing quotations" August 20, 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 Internal Sales Executive Used the software for: 3-5 years ### "One of the best CRM" February 27, 2025 5.0 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 CS Customer S. Customer Service Used the software for: Less than 1 year ### "Prospect - An invaluable tool for any company" April 2, 2025 4.0 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 JM Jaime M. Sales Manager Used the software for: Less than 1 year ### "Excellent" October 4, 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/) Reasons for choosing Prospect CRM After-sales support and integration with other systems that we use Review Source Commercial Director Used the software for: 1-3 years ### "Simoda" October 5, 2023 5.0 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 Switched from [HaloPSA](https://www.capterra.com/p/20971/HaloPSA/) HALO was not mature enough for our requirements Review Source JB Julian B. Manager Used the software for: Less than 1 year ### "Distribution & Marketing for CRM" September 16, 2020 4.0 Thorough and supportive. No major sales push or pitch, rather an emphasis on understanding requirements and suitability to our day to day operations & goals. Pros Primarily the inventory control and integration with current accounting softwares. The combination of stock management / distribution in a pipeline that can be tailored is highly practical. Cons Further automation & marketing potential. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[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/) Reasons for choosing Prospect CRM Our greatest requirement was for inventory management with customer and marketing functions seemingly easier to implement with other products rather than visaversa. - A marketing based CRM would still of left us fairly short in operational organisation for distribution. Review Source National Sales Manager Used the software for: Less than 1 year ### "Great support" April 11, 2022 4.0 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](https://www.capterra.com/p/136189/Salesforce/) Reasons for choosing Prospect CRM Because it intergrated with Quickbooks Commerce Review Source Tony O. Office Manager Used the software for: 3-5 years ### "Prospect CRM" January 27, 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 Katie L. Assistant Business Manager Used the software for: Less than 1 year ### "Easy to navigate and stay organized" December 3, 2024 5.0 Easy to navigate, beginner friendly-gives you the ability to communicate with multiple clients at the same time Pros Easy to organize leads, generate reports, leases and manage tasks Cons Sometimes it takes a while to sync with other programs or update tracking of prospects Review Source Technical BDM Used the software for: 3-5 years ### "Great system for managing your business activity" May 12, 2023 5.0 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. Review Source CB Clare B. Sales Coordinator Used the software for: 3-5 years ### "The BEST CRM Software/" August 31, 2021 5.0 Pros Prospect excels all of our needs, dreams and requirements. If you can't figure out how to do it, the brilliant support team certainly can. No issue is too much trouble. I can produce a report easily to show exactly what I need. Its chronological format make recording data so simple - excellent for when you're busy. The note section is an excellent asset, it makes working part of a team even easier. Cons I really struggle to fill out this box. I am yet to have a band experience with Prospect, it's simply great! Review Source IT and eCommerce Manager Used the software for: 3-5 years ### "10 years and counting" February 6, 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 The Access Group 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. Marketing Manager Used the software for: 3-5 years ### "Genuinely one of the best inhouse C|RM tools I have used!" May 16, 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 Used the software for: Less than 1 year ### "Prospect CRM Review" July 11, 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.