# 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 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 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 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 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. 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 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 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 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 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 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 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 MS Masse S. Realtor Real Estate Used the software for: Less than 6 months ### "Great CRM but outdated" July 29, 2024 5.0 Pros The fact that it is free for us for pillarnine members. The integration with the Matrix MLS is a plus. Cons Dashboard is too outdated and it is not very user friendly. 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 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 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 PF Paul F. IT Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Prospect" February 18, 2022 5.0 Fantastic software with a friendly, helpful and capable support team. Pros This software is easily customisable within good boundaries that mean you are still working within the parameters of the system and reap the rewards of the software's natural development. The integration with our stock and accounts and 3rd party add ons is super too. Cons Dashboards could be more customisable without the need to employ 3rd party BI tools 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 RC Roxanne C. Fleet Manager Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Great product even for a service lead client" May 26, 2023 5.0 It has been a lifesaver for us as a service lead business and the team have really assisted to make it work for us although the platform is ideally for a stock based business. Thankyou for all the great support, the platform has made my job so much easier From \[sensitive content hidden\] and Roxanne - MDEL Pros Easy to use, everything is trackable and you can assign tasks and follow up's which are great. The task section is easy to read and I personally use it as a to do list Cons As far as we are concerned it does everything we need it to at this stage Switched from [Trello](https://www.capterra.com/p/211559/Trello/) we were missing jobs/invoices and other valuable items 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 VR Verified Reviewer Managing Director Construction Used the software for: 2+ years ### "Prospect 365 CRM" January 23, 2023 5.0 We have been using Prospectsoft CRM for the past 12 years and have recently upgraded to 365. The mitigation work was excellently executed by the team at Prospectsoft and went without a hitch. Very happy with the Pros How it integrated with Exchequer, the ease of use as a CRM system, and the reconfigurability of standard documents. Cons No dislikes, the system delivers everything we need. 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 AS Adam S. Director Food & Beverages Used the software for: 6-12 months ### "How all software should be" October 20, 2023 5.0 We were looking for a CRM tool to help manage and grow our B2B business. We were recommended Prospect by another company. The rfm matrix was the best sales feature, as soon as I saw it I knew this was the tool for us Pros Takes data and turns it into information in a quick, easy to understand way Cons We haven't found anything negative yet but will keep looking 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. 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 ## 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.