Prospect CRM

Prospect CRM is the nice tool for business sales growth

Comments: 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, Salesforce Marketing Cloud Account Engagement and Mailgun

Reasons for Choosing Prospect CRM: More Convenient, and cost effective.

Switched From: HubSpot Marketing Hub, Salesforce Marketing Cloud Account Engagement and Mailgun

Reasons for Switching to Prospect CRM: It was cost effective and we have simple user experience as well.

Prospect CRM

Comments: Overall, this CRM has been a game changer for our business, improving productivity and helping us stay on top of every customer interaction. Highly recommended for any business looking to elevate their customer relationship management.

Pros:

We’ve been using this CRM for a while now, and it has completely transformed the way we manage our customer relationships. The interface is incredibly user-friendly, making it easy for our team to navigate and get things done efficiently. The customization options allow us to tailor it to our specific business needs, which has been a huge advantage in staying organized and improving our overall workflow.

Cons:

the import of data, however this is standard with every CRM

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Prospect CRM: the price point was more attractive and user friendly

Mixed feelings - plenty of features, but not convinced the basics have been covered

Comments: The key problem we were trying to solve by using Unleashed was to have a way to record our interactions with customers. We are able to do this. But it is crucial that this isn't at the expense of making other basic tasks, such as adding an order, more complicated when fields do not integrate with those in Unleashed. Many of the fields and forms in Prospect are not relevant to us, and so we leave them blank. Examples of not covering 'the basics' include the customer type not integrating with the customer type in Unleashed, the inability to search for a sales ledger by company name (instead having to search by code). We do not unfortunately memorise the customer code of all of our customers!). As Prospect has grown, the support offered has become more generic and less personable. The team doesn't seem very joined up. An example of this was a customer relationship manager noticing some 'bugs' during a zoom call (which we were very grateful for), raising a ticket on our behalf, only for the response to the ticket to be a link to the Prospect academy articles.

Pros:

The ability to organise our customers into companies, divisions and contacts. The search functionality The reports, and AI aspects.

Cons:

This software has plenty of features and ideas, but it seems to have lost its way as it has developed to neglect the ability to customise and use some of the very basic features - creating quotes and orders. It is true that the reports and data analysis are important, but the fundamental thing for us is to be able to create a quote, or enter an order, and for this to integrate seemingly with Unleashed. We have had issues with all of these and as a small business, the amount of customisation that is possible is a bit overwhelming without support. We want to spend our time solving our customer's problems with our products, selling items, and operating an efficient business We don't want to spend our time reading endless manuals, articles and trying to navigate around complicated set up processes. The software has felt a bit buggy in places and slow to respond. As a result of this, we have reverted to adding orders using Unleashed, because it is quicker and easier.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Prospect CRM: The software seemed more customisable and relevant.

Efficient and User-Friendly CRM Solution

Comments: Prospect CRM has been an invaluable tool for managing customer relationships efficiently. The platform's usability and robust feature set outweigh the minor drawbacks.

Pros:

User-friendly interface with intuitive navigation. Excellent integration with other tools and platforms. Comprehensive customer tracking and reporting features.

Cons:

Limited customization options in some modules. Occasional delays in support response.

Great CRM - Would recommend to any small or startup business wanting to analyse data.

Comments: Really good. The onboarding team, [sensitive content hidden] were great. This is our first time at using an in depth CRM such as Prospect and the team were great at showing us around. The support team, once onboard, are also great being really helpful with all the various questions we have.

Pros:

Great analytics, fairly easy to use. Good layout.

Cons:

Not a lot really. Was a bit daunting at first but this eased off as we got used to it.

Alternatives Considered: Capsule

Reasons for Switching to Prospect CRM: More in depth than Capsule with more features for us to analyse our data.