# Page 4 | Prospect CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Prospect CRM ## Showing most helpful reviews Showing 76-100 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NS Nadine S. Account Manager Wholesale Used the software for: 6-12 months ### "Great CRM System" August 31, 2022 5.0 I have used many CRMs in previous companies and have to say this is one of the most efficient. This links to our Sage system really well so I can see all customer info within Prospect and don't have to go back and forward between systems which is really useful and saves so much time. Pros \- Everything I need to know is under each customer - Can see At A Glance my customers that need more attention - Notifies me when a customer hasn't ordered (and probably should have by now) - Easy reporting Cons There isn't anything so far that I can think of Review Source VM Vesta M. senior analyst Retail Used the software for: Less than 6 months ### "Great CRM even if you have a smaill team" November 24, 2022 5.0 Our sales team is only 3 people but we still decided to integrate Prospect CRM into our workflow and we are thrilled about it. It is easy to work in, it is flexible and has very powerful features. Now planning on integrating it with Power BI Pros RFM analysis - technique for segmenting customers by their spend pattern. Very convenient to use and provides powerful insightsUser friendly and looking nice to the eyeAbility to make notes and do follow-upsIntegration with Dear systemGreat knowledge base Cons Creating dropdown lists and categories are sometimes a bit confusing Review Source GD Gary D. Sales Director Building Materials Used the software for: 6-12 months ### "A great addition to our business" May 21, 2021 5.0 We started using the Prospect CRM just over 6 months ago and it's added real value to our business - The support we have received when needed has been fantastic but to be honest with all the support tools such as the prospect academy which allows you to look at tutorial videos we now rarely need help at all. It's an amazing tool for our Sales guys on the road who can now check stock, what price a customer previously paid and other really useful information on there mobiles whilst out and about meaning they're not pestering the office constantly for such information!!! Pros The ability to look at stock, previous price paid etc for our Sales guys on the road is invaluable. Our sales team can also read up on any previous information gained on projects before visiting our customers and potential customers. Cons When we raise invoices on the CRM and then transfer to our Xero system to confirm the invoices the prices are sometimes rounded up so we have to then alter them back on Xero Reason for choosing Prospect CRM This system appeared to suit our business better. Ease of use and price were key Review Source HL Haba L. Content Manager Newspapers Used the software for: I used a free trial ### "High efficacy CRM" March 2, 2024 5.0 Liked the platform, support was great but the price was not for us. Pros It was easy to use from the first day. Very intuitive and easy to use UI. Integration with Xero and Sage were great and helped the company a lot. Cons Price is a little high, liked the platform but is not for our small business ... Review Source AH Andrew H. Product Specialist Medical Devices Used the software for: 2+ years ### "Prospectsoft ease of use " August 31, 2021 5.0 The Prospectsoft software is easy to use and support from Prospectsoft is excellent should you have any queries. Pros For the user the product is easy to use and provides you with regular reminders to update and act on information. Cons Not had any issues that have not been resolved promptly by Prospectsoft support team Review Source DJ Deana J. Business Development Manager Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "A Superb system for any business" May 20, 2022 5.0 An organised approach to any business, easy to use and excellent training tutorials Pros With Prospect CRM now fully being utilised within the GX2 technology organisation, it has aided productivity and operational organisation for the sales teams and management team Cons Nothing to dislike, however, some functions such as reports are not used within my role. But in saying that have provided essential data for the admin teams Review Source ME Matt E. Ops manager Environmental Services Used the software for: 6-12 months ### "Real life review" March 2, 2021 5.0 Very happy to use this software. Well put together and designed Pros Easy of use and the user interface. Easy to navigate Cons Doesn't make coffee. It ticks all my boxes Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Prospect CRM Better pricing and better suited to our needs Switched from [Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/) Just was not working for us. Review Source LS Lisa S. Sales Admin Printing Used the software for: Less than 6 months ### "ProspectSoft Review by Lisa Spatchurst" January 8, 2021 5.0 I find ProspectSoft extremely easy to use and would recommend the system to other people. Pros I have only used the system for a short period of time, but the features which I find really useful are being able to email clients directly from the system. Also, we are able to see at a last recent contact made to customers. Cons I haven't used the system long enough yet to be able to comment on any features that are missing. All features that I have used have worked really well. Review Source CH Chris H. Sales Manager Logistics and Supply Chain Used the software for: 2+ years ### "Simple but effective CRM " October 5, 2020 5.0 using this system has helped us retain and grow our customer base, the speed at which we can obtain data means we have more time to speak with our customers, the CRM is very easy to update and add notes so again less time spent on admin. Pros how easy it is to use for the sales team, this makes training new starters even easier. Cons some limitations on detailed reporting although this is improving with new updates Review Source CM Clare M. Office Manager Food & Beverages Used the software for: 6-12 months ### "Fabulous CRM" June 15, 2022 5.0 Excellent for the sales team to maintain and grow their current customers; while expanding into new areas. Pros Very easy to use and implement. The best CRM for inventory based sales and the dashboard provides an instant view of sales. Excellent support, quick and knowledgeable. Cons The training items seem to be outdated or use different screen shots from the platform we use. Switched from [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Was not inventory based and did not sync with Dear Inventory. Review Source JO Jonathan O. General Manager Wholesale Used the software for: Less than 6 months ### "Fantastic UK Based CRM System" May 6, 2022 5.0 Pros We have just integrated Prospect CRM into our business sales process and from start to end the Prospect CRM implementation has been flawless. The quotation was quick and accurate at the start and has never changed throughout the process. The onboardng was excellent and the training sessions were well executed by \[SENSITIVE CONTENT\]. My staff were engaged and are now eager to use Prospect CRM to assist with growing their and the business sales. Cons Nothing comes to mind. The system is exactly as we require. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Prospect CRM Ease Of use and Great follow ups to questions asked. Review Source BC Bronwyn C. Office Admininstrator Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Easy to use software" August 2, 2021 4.0 Pros The layout is clean with an intuitive interface. I can easily add, update or remove customer information. Cons Depending on your internet connection, sometimes it doesn't save when you update information. I guess it is one of the cons of using a browser based system. Review Source DM Danny M. IT Manager Used the software for: 2+ years ### "Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II" April 16, 2018 5.0 Pros I like the updating of essential information replicated to the web instantly. I enjoy the CRM interface, it's user friendly and very similar to MS Office. Support is good, much easier to phone than open a ticket. Cons I dislike the CMS Editor, it's limited when it comes to core changes, having learnt to code in raw HTML and CSS, a WYSIWYG editor is somewhat annoying. However this could just be me! Review Source Response from The Access Group January 30, 2019 Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team. PR Paul R. Director Furniture Used the software for: 6-12 months ### "Great integration" February 15, 2021 5.0 The support team are brilliant, deployment was a cinch and it's intuitive to use! Pros The ability to integrate with Unleashed inventory management is faultless. Cons email integration with Office 365 can falter at times Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Prospect CRM Unleashed integration and ease of use Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) for the integration with unleashed Review Source RI Rob I. Sales Director Chemicals Used the software for: 6-12 months ### "Prospect CRM" May 26, 2022 5.0 Very impressed Pros Funnel and flywheel is a no brainier, the ease of use is also very good Cons Where to add individual client prices. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Needed more flexibility Review Source PP Premal P. Head of Finance Retail Used the software for: 2+ years ### "Very Good Software " July 15, 2021 5.0 Prospect CRM are an integral part of our business, without the CRM we would not able to trade, reliability is great and so is the service desk when things do go wrong. Pros You don't have to be an IT expert to be able to make small changes to the CRM software/portal where customers purchase our products - ease of use. Easy integration into Sage 50 and Stripe payment software really helps. Cons We do not have specific things we do not like about this product. Review Source GL Glen L. Technical Support Automotive Used the software for: 2+ years ### "Solid Online CRM" April 20, 2022 5.0 Makes managing customers across multiple points of contact much easier Pros Easy to use in any browser, solid and reliable, very scalable. Cons Large feature set can be overwhelming until you get into using it Review Source MA Martin A. Sales Manager Machinery Used the software for: 2+ years ### "Fave CRM System" July 27, 2021 5.0 CRM helps me manage customer relationships naturally. Pros Really good programme, it is really self-intuitive. I have used several CRM systems over the years but this is my favourite. Cons I still haven't really got to grips with the reporting side of things, i know there is online tutorials but its having the time to sit and go through them. Review Source LL Lisa L. Estimating Food & Beverages Used the software for: 1-2 years ### "User Friendly" October 29, 2020 5.0 The software has made the estimating and reporting side of my role faster and more efficient. The search facility makes finding older documents very easy rather than using a manual system. Pros Live updates Easy to navigate screens Online chat button for help Cons Unable to copy and paste quotation lines rather than an entire quotation. Review Source RP Robin P. Managing Director Mechanical or Industrial Engineering Used the software for: 2+ years ### "An excellent package that integrates well with our other business systems." December 6, 2019 5.0 Pros It is intuitive and a vital tool for our Area Managers and engineers who have live information on their phones giving live information back to the office. Most aspects are easily customisable by ourselves. Cons It can take time if core sections are requested to be customised by the ProspectSoft team but our engineer's portal is excellent now that it is up and running and a vast improvement over what we had. Review Source SH Stephen H. Account manager Sporting Goods Used the software for: 2+ years ### "Love the product and does everthing i need it to" May 24, 2022 5.0 Makes doing my job a whole lot easier Pros Easy to use and never goes wrong, gives me all the information i need Cons Dont have anything negative from my point of view does what i need it do do Review Source MB Mark B. General Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Small Business Essential" March 8, 2022 5.0 Pros Integration with QuickBooks, reports. dashboards Cons There are so many features it will take a while to learn all of them that are valuable to us. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Integration with QuickBooks Review Source CS Carolyn S. Sales Manager Facilities Services Used the software for: 6-12 months ### "Great software" April 30, 2021 4.0 Overall it has been a positive experience and allows our company to link the quotes to sage .Saving time when creating invoices Pros Easy to use search and look up customers Cons Opportunities are hard to get to grips with Review Source RA Richard A. Director Building Materials Used the software for: 1-2 years ### "CRM Review" March 9, 2022 4.0 Very easy and good people to deal Pros Very easy to use and easy to populate the information Cons Search engine for names in CRM could be better, Spelling has to be perfect Review Source DD Del D. Sales Director Wholesale Used the software for: 6-12 months ### "Great CRM software understated" April 7, 2022 5.0 Does more that the usual Pros Great to know what customers routine orders look like Cons Would like a kanban view to enable better sorting Reason for choosing Prospect CRM Integration with order management system Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) More features Review Source Similar Products Featured