# Prospect CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Prospect CRM the right CRM solution for you? Explore 141 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 (141) [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 March 13th, 2026 # Reviews of Prospect CRM Ease of use 4.7 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 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 JW John W BDMWholesale, 11 - 50 employeesUsed the software for: More than 2 years. “The reporting is quick and easy, and can be adjusted to pull the information you need out of the system in a flash.“ June 23, 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 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 141 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 TW Tony W. Director Building Materials Used the software for: 6-12 months ### "Best CRM we have tested." May 14, 2025 5.0 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 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 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 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 JA Jeffery A. Admin Consumer Services Used the software for: 6-12 months ### "Very good but room for improvement " June 4, 2025 4.0 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 SP Shanta P. Internal Sales Executive Security and Investigations Used the software for: 2+ years ### "One of the best CRM" February 25, 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 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 JG Jason G. Commercial Director Information Technology and Services Used the software for: 1-2 years ### "Simoda" September 28, 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 Building Materials Used the software for: Less than 6 months ### "Distribution & Marketing for CRM" September 15, 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/) Reason 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 MW Matt W. National Sales Manager Sporting Goods Used the software for: 6-12 months ### "Great support" April 8, 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/) Reason for choosing Prospect CRM Because it intergrated with Quickbooks Commerce 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 KL Katie L. Assistant Business Manager Real Estate Used the software for: 6-12 months ### "Easy to navigate and stay organized" November 26, 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 AT Andrew T. Commercial Manager Civil Engineering Used the software for: 2+ years ### "The best investment for your Sales this year." July 6, 2021 5.0 A little over two years with Prospect CRM and everything is in a really good place, the working relationship and support offered is key to this. Pros Easy to use, constant development and improvements but in place prior to asking or even finding small glitches. The price is negligible in compassion to what it brings to the business in the form of revenue. Customer experience has only been enhanced by all the reminder features, follow ups, emails and quote faculties built inot the software. Cons Don't really have anything to not like, if so it would be petty thing such as the colour scheme. Reason for choosing Prospect CRM The team that we met, honest and well presented. People buy people first and foremost. 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 VR Verified Reviewer PM Machinery Used the software for: 2+ years ### "Very good CRM system" October 20, 2023 5.0 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. Review Source SC Selwyn C. sales manager Automotive Used the software for: 6-12 months ### "Best CRM system" May 26, 2023 5.0 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. Review Source LW Laura W. Lighting Designer Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Efficient and Easy!" October 29, 2020 5.0 Customer service has been great from start to finish and even the tutorials have been a great success with our team. The interface is especially important to me as I like easy access to my dashboard with recently quoted projects. Pros love that it is a cloud based CRM which means I can load multiple browsers for multiple projects Cons Would be great if there was an App based Prospect Review Source AE Amanda E. Acct Mgr / Cus Experience Renewables & Environment Used the software for: Less than 6 months ### "CRM for Dummies" June 9, 2023 5.0 I finally have a tool that makes me more efficient instead of drawing on my time and resources. Pros Prospect is easy to navigate and I find it very intuitive. The support materials, chat feature, and live trainings are clear, concise, and refreshingly coherent. Using previous CRM's took up my time, Prospect Soft helps me manage my time! Cons The only thing I don't like (and I understand the theory as to why) is that you can't duplicate email addresses. And that it seemed so intimidating at first but was surprisingly easy to learn and master. Reason for choosing Prospect CRM n/a Review Source SN Sam N. Managing Director Consumer Electronics Used the software for: 1-2 years ### "A great all-rounder." January 14, 2022 5.0 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. Review Source CH Chris H. Director Food Production Used the software for: Less than 6 months ### "Quick, easy, already made a big difference! " November 2, 2020 5.0 Much better intel on customer and ordering trends. Much greater ease of tracking leads and lead management Much easier pipelining and forecasting Simple customer credit control snapshots available for sales staff, instead of referring to finance team. Easy to set up. Winner. Pros API hookups to Unleashed & Xero make it so easy to use - live quoting with stock data means we're not quoting on stock we don't have. Customer RFM makes the sales team more efficient as they can target clients effectively to build on successes, or to rescue those who are having a hard time. Cons There is almost too much customisation possible... but it's easy to lock down the system, so it's not really a disadvantage. Reason for choosing Prospect CRM Seamless link up to Unleashed & Xero, so it was the complementary product for a growing organisation. Review Source SH Steve H. Sales Manager Wholesale Used the software for: 1-2 years ### "very useful for keeping all your contact and info in one place " August 23, 2021 5.0 Pros easy to use all in one place, can check my accounts and sales and my colleagues Cons sometimes order confirmation can be slow Review Source AB Ashleigh B. Software Sales E-Learning Used the software for: 1-2 years ### "Prospect CRM review" May 10, 2023 5.0 Easy to use, lots of support offered. Would recommend to everyone. Pros Easy to use, lots of reports can be ran. Multiple users available. Cons N/A Nothing bad to report on the software Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) ## 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.