# Page 5 | Prospect CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Prospect CRM ## Showing most helpful reviews Showing 101-125 of 141 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AC Andy C. Sales Director Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Great System" May 23, 2022 5.0 Ease of reporting and transparent sales activity Pros Training and Support with online representative was 1st class Cons Like all new software training and time is essential Review Source EP Esther P. Business Development Manager Food & Beverages Used the software for: 6-12 months ### "Highly Recommend" July 8, 2021 5.0 Pros Prospect has without doubt created a seamless platform for our drinks business where we have greatly benefitted from this fantastic CRM software. It is integrated to Sage and is now central to our daily ordering, stock and invoice system and we wonder how we managed with out it before! I used Prospect in a previous company but it has now evolved into a user friendly system with a fantastic back up support team, always on hand to help and answer queries. From the onset full support is given and the team really know your business. Highly recommend Prospect as a value added tool to any business! Cons We really cannot find a fault with this software. Review Source BC Bryony C. Internal sales Executive Market Research Used the software for: 1-2 years ### "Prospect Review" October 2, 2020 5.0 It helps me on a day to day with tasks that need completing and help me keep up to date constantly. Pros I love the way that prospect helps me to keep up to date with any tasks that I may have booked in for days/ weeks/months ahead. Cons There is nothing that I do not like about the software. Review Source MC Martin C. Operations Director Consumer Goods Used the software for: Less than 6 months ### "Prospect CRM Review" November 8, 2022 5.0 Very positive.we have a configured CRM within a few weeks from signing up and other than a few tweaks to some templates, we are ready to start to use it in anger :-) Pros Layout / UI - similar to Unleashed so was straightforward to useInformation - easily see all of the relevant information on the dashboard Cons none found yet but i am sure there will be a few quirks which we can resolve Switched from [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Cost of Sugar and simplicity of Prospect CRM. Review Source KS Kim S. Manager Wholesale Used the software for: 6-12 months ### "CRM System" November 3, 2021 5.0 Having been using this system for over 6 months now very easy to use Pros Simple easy to use system meets our needs integrates well with Xero very helpful friendly staff Cons This system meets our needs so no cons to report Review Source HN Helen N. Sales Food Production Used the software for: 1-2 years ### "Prospect 365" September 9, 2020 5.0 Pros Fantastic Software and easy to Navigate. Staff very helpful and rectify issues promptly. Would highly recommend. Cons Stock can sometimes be slow to match up with our stock system. This happens very rarely. Review Source JC Jo C. Sales Food & Beverages Used the software for: Less than 6 months ### "Fantastic CRM" October 18, 2022 5.0 Pros If you have a stock system that talks to Prospect, this CRM will transform your day to day operation. I used to use Salesforce and this is infinitely superior. Cons after a few months of use, I have not come across anything that is missing. Review Source DR Dariusz R. Production Manager Chemicals Used the software for: 1-2 years ### "Handy Instrument " December 9, 2022 5.0 Pros Its superb easy to track quotes, problems and overall customer related tasks. Cons There is nothing that I could write as cons as I did not came across any (yet) Review Source PH Pia H. Marketing Coordinator Automotive Used the software for: 6-12 months ### "Very comfortable to use" October 31, 2022 4.0 Pros Ease of use is great. New users can easily understand the product and start using it. Very efficient for our sales follow-ups. Cons I did not find the product customizable. It should have been a little more adaptable to needs. Review Source SA Sarah A. General Manager Warehousing Used the software for: Less than 6 months ### "Excellent CRM" May 25, 2023 5.0 Pros Easy to use and the RFM is a fantastic tool for the team Cons In my opinion onboarding could have been quicker. It was a slow start but this was mostly to do with unfortunate cancellations of training meetings. Reason for choosing Prospect CRM Value for money and good reviews Review Source AF Alex F. Sales Advisor Industrial Automation Used the software for: Less than 6 months ### "Excellent System " December 24, 2020 5.0 Overall it has been great so far, very helpful and saved so much time with the invoices. Also very helpful and responsive team who are always willing to help out with any issues you may have, all sorted very quickly. Pros \- Easy to turn quotes into invoices/pro forma on sage. - Staff very helpful with any queries you may have. - Can keep track of follow up's and set reminders and receive notifications to do this on each day. - Automatically can input emails which save so much time rather than typing out - Makes quotes look very professional Cons \- not really a criticism but sometimes input's a random address so just check the address when creating a new business/contact. Review Source TM Tyler M. Area Sales Manager Construction Used the software for: 6-12 months ### "Really helpful" May 6, 2022 5.0 Pros Really effective crm system. Would be lost without this system Cons Would be nice to list my customers by postcode Review Source MH Mark H. National Sales Manager Design Used the software for: 2+ years ### "CRM Review " May 20, 2021 5.0 Pros From a management point of view, the CRM provides me with everything I need to manage and review our sales pipeline. Cons Some of the features are a little heavy for our business requirements, it would also benefit from an App. Review Source JJ Johnny J. Founder Food & Beverages Used the software for: Less than 6 months ### "Great CRM software" October 2, 2020 5.0 Pros It's a great CRM to help me keep track of my sales pipeline Cons There isn't anything i would change about it Review Source KB Katie B. Purchasing Construction Used the software for: 2+ years ### "Easy to use on a daily basis " September 20, 2021 5.0 Pros Reporting is easy to set up and clear to understand Cons Rounding up individual lines to the nearest £ Review Source ZG Zak G. Sales & Operations Lead Food & Beverages Used the software for: 6-12 months ### "Solid Manufacturing CRM" October 7, 2022 5.0 Pros The customer data collection and organization of contacts under the company are great! Cons It's a steep learning curve due to the customization but the customization is part of what makes it so great Review Source tM tanya M. Sales Health, Wellness and Fitness Used the software for: 2+ years ### "Super helpfull over many many years" May 14, 2019 5.0 Pros Search facility is easy to use. holds lots of info and is customisable to our needs Cons nothing we are very happy with it. if anything I keep closing it down in error by clicking the cross by mistake Review Source TW Tyler W. VP of Sales Consumer Goods Used the software for: Less than 6 months ### "Great Experience with Prospect CRM!" August 10, 2023 5.0 Pros Prospect has been a very impactful addition for our sales organization thus far. It has enabled quicker decision making and more organization. The support team has also been incredibly helpful. Cons There was a slight learning curve but the support team helped answer any and all questions that our team had. Review Source DB Daniella B. Customer Support Automotive Used the software for: Less than 6 months ### "Brilliant CRM" May 20, 2022 5.0 Very positive! \[SENSITIVE CONTENT\] has been a brilliant support throughout the onboarding process. Pros I like the account manager dashboard because it is easy to keep track and up to date on all of the sales teams activity. Cons I would like to see the order section reflect the total invoiced amount each month rather than the total orders confirmed. Review Source JT James T. Operations Director Wholesale Used the software for: 2+ years ### "Ideal for Wholesale Business" February 8, 2019 5.0 We have this CRM linked into Unleashed and Xero, which makes the perfect package for us and they all work seamlessly. Pros Live data so both our internal and external employees see exactly the same data in real time. Data includes all sales history, conversation notes, products (including stock levels and pricing), etc... Cons I don't have any issues with the Prospect365 CRM Review Source LS Laura S. Director Machinery Used the software for: Less than 6 months ### "Great software, excellent onboarding support!" May 6, 2022 5.0 The whole process from pre-purchase to support during setup and the entire onboarding experience has been exceptional. I cannot praise the team enough in how they have supported us to get up and running with the system. Pros As a company new to using a CRM, Prospect has opened so many options to us and made the whole process extremely easy to do. It's ability to integrate with Xero, Unleashed and Mailchimp have allowed us to create a comprehensive stock aware customer relationship system. Cons I haven't found any negative yet, but we are still in the first 6 months of usage. Review Source EM Emily M. Operations Coordinator Food & Beverages Used the software for: 1-2 years ### "Great CRM" November 3, 2022 4.0 Overall great sales software and works well with unleashed Pros Ease of use and customer support is always quick and helpful Cons Can sometimes be hard to navigate throughout Review Source AJ Andy J. Director Building Materials Used the software for: 6-12 months ### "Brilliant as that reminder you forgot about! as you were to busy." August 18, 2021 5.0 Its my back up pal,if I forget something its all there as a reminder.What you have to do is keep on top of things and thus its only as good as the people who inputs the said information. Pros Its great to log on and get the reminders thus you can keep on top of the contracts you're chasing and thus don't forget the vital follow ups which when you are busy you sometimes forget. Cons None really happy with what it offers without being to compligated. Review Source MA Matesha A. Customer Service Manager Food Production Used the software for: 6-12 months ### "An Easy to Use CRM" September 28, 2021 4.0 Pros Once the parameters are set being able to generate updated reports is pretty easy Cons Inability to delete old/obsolete customers Review Source JP Jessica P. Business Manager Import and Export Used the software for: Less than 6 months ### "Great product and great customer service " March 16, 2021 5.0 As a company we have had a positive experience using prospect, that integrates with other software we use, and assists us in tracking our sales and customer journey. Pros The software is easy to use for daily management of our customers. Its clear and captures all the relevant information we need. The software is excellent from a management point of view, the overviews and report functions assist with planning of stock and reviewing staff performance. Cons There are few small functions that the software does not provide, however the function of reporting/suggesting an idea is a great way to overcome these. Review Source Similar Products Featured