# Page 3 | Prospect CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of Prospect CRM ## Showing most helpful reviews Showing 51-75 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Stewart W. Head of Business Development Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Best CRM by far" April 6, 2021 5.0 10/10. Product, training, and all aspects are second to none. I can remember the first Outlook add ins from Dynamics. I have used M Dynamics, Sales Force, Zoom (I think), Smartsheets, and now this. Prospect is by far the best if you are actually selling stock that exists. Pros It does not waste space on things that are not needed. Very little customisation is required, yet if feels like its tailored to your business Cons Any issues (only a few to date) are managed through the customer service platform. The rare issues are resolved quickly, and they have a suggestions platform that allows their partners to put forward ideas that can be voted on. If an idea gets enough votes they will implement it. Amazing process that more companies should offer. Switched from [BigChange](https://www.capterra.com/p/149479/JobWatch-powered-by-BigChange/) Better integration options Review Source Leo R. business administrator Textiles Used the software for: 1-2 years ### "a well controlled CRM" May 24, 2023 5.0 helps sales growth and better designed management in sales teams, thus improving the experience for customers Pros You can have a better administration of assets, orders, quotes, inventory and contractsits price is cheap and fairIts quality of customer service is correct to resolve doubts instantlyits operation and performance is of good quality Cons Objectively I have not found any type of failure that makes me consider a change or something that I dislike Review Source CB Clare B. Sales Coordinator Food Production Used the software for: 2+ years ### "The BEST CRM Software/" August 27, 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 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 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 LW Lincoln W. Office Manager Wholesale Used the software for: Less than 6 months ### "CRM System for Wholesale Businesses" February 17, 2022 5.0 Pros Follow ups are very easy to set and its very easy to track customer spend. The automated customer profiling is brilliant as it flags up waning customers long before they may drop off completely so you are able to step in and prevent it in good time. Cons Previous customer orders are not displayed that clearly. Although all items are all in the list, unless you have the order date clearly shown it seems like they are all rolled into one. 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 DA Dave A. General Manager Machinery Used the software for: 2+ years ### "BalTec UK Ltd" December 18, 2020 5.0 It is a very powerful tool that helps us run our business more efficiently. Pros The integration with our accounts package was critical, and Prospect365 was able to satisfy this. being able to generate our own tailor made reports without the high cost of specialists was important to us. Cons There is nothing that I can say is missing. We do not use the software's full features yet. 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 AS Arnie S. Head of BD & Sales Food Production Used the software for: 1-2 years ### "Gets the job done well, efficiently and without fuss" March 29, 2023 5.0 Overwhelmingly positive. Although it would have been good to have had more free onboarding time. Pros Interfaces nicely with Unleashed and we had the two before they were both owned by Access. Easy to use, even for our grads... Cons Having to move in and out of pages to navigate quicker... and not being able to access Opportunities without going to the master owner, instead of the company. One has to go through the CRM logic to get round things. I am sure they are working on a workround. It lacks intuition 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 KJ Kara J. Sales Admin Retail Used the software for: 6-12 months ### "Great Programme." July 19, 2021 5.0 Love using it and cant see any other product working for us better at this time. Pros Use this programme everyday at work, and it is a perfect. you can store so much information on your clients and suppliers. You can also set tasks for yourself so you wont forget to do things. The support is great when needing assitance, they answer very promptly and do their best to help. Cons It would be good if you could set a task for a certain time and it pop up on your screen like a message or something. 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 MB Martin B. Business Development Manager Chemicals Used the software for: 6-12 months ### "All in a day's work!" April 1, 2022 5.0 Brilliant! All departments communication has improved 100% Pros Everything easy to access on one page. All departments can keep on top of progress. Cons Small things like going back to pages from top rather than where you have scrolled to. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Poor layout and options 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 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 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 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 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 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 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 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 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 AB Andy B. Sales Manager Printing Used the software for: 6-12 months ### "Great option for small business and great support " June 13, 2022 4.0 Very pleased with the product and the customer on boarding helped all the team until we were comfortable with the site. Pros Add in task across the company and sorting customers problems out in the same way how you would sell to them. Cons adding notes to a customer profile and the sales process sometimes could get missed if it not placed in the current live opportunity 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 Similar Products Featured