Prospect, the Stock-Aware CRM

Prospect, the Stock-Aware CRM

by ProspectSoft

Who Uses Prospect, the Stock-Aware CRM?

Wholesalers, Distributors & Manufacturers who need to manage B2B products, prices & stock info & use Xero, Unleashed, TradeGecko, Cin7, DEAR, Sage 50, Exchequer, Access Dimensions or Pegasus.

What Is Prospect, the Stock-Aware CRM?

If you sell products from stock B2B and use one of the following Accounting/Inventory Management Systems, then Prospect, the #1 Stock-Aware CRM, is the only CRM you need:

Unleashed Software,
TradeGecko,
Cin7,
DEAR Inventory
Xero,
Sage 50,
Exchequer,
Access Dimensions,
Pegasus Opera.

Prospect is the #1 CRM for growing Wholesalers, Distributors & Manufacturers.

Prospect, the Stock-Aware CRM Details

ProspectSoft

http://www.prospectsoft.com/

Founded 2002

Prospect, the Stock-Aware CRM Pricing Overview

Prospect, the Stock-Aware CRM does not have a free version but does offer a free trial. Prospect, the Stock-Aware CRM paid version starts at US$90.00/month.

Starting Price

US$90.00/month
See pricing details

Pricing Details

Starts at just £90 (inc. 4 users). Most popular option is £45 p/user/month.

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

Prospect, the Stock-Aware CRM Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Business Card/Badge Scanning
Calendar/Reminder System
Document Storage
Forecasting
Lead Scoring
Live Chat
Marketing Automation Integration
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management
Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management
Cataloguing / Categorisation
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal

Prospect, the Stock-Aware CRM Reviews

Showing 5 of 15 reviews

Overall
4.7/5
Ease of Use
4.8/5
Customer Service
4.7/5
Features
4.7/5
Value for Money
4.7/5
Jethro L.
IT and eCommerce Manager
Sporting Goods, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/01/2019

"10 years and counting"

Comments: 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.

Vendor Response

by ProspectSoft on 8/02/2019

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.

  • Reviewer Source 
  • Reviewed on 30/01/2019
Rufus C.
Head of telesales
Food & Beverages, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 1/07/2019

"Honestly great stuff"

Comments: Great experience all round, and fantastic support

Pros: There are a few words that jump to mind with Prospect soft365 , key words that were the same frustrations I had with my previous systems.
Ease of use - Quick and SO user friendly, adaptable and as a HOD the best thing it was easy for my team to pick up and work effectively on within a week. Win for us!
Customer satisfaction - this is now so measurable we have a more direct link to our customers and a clearer view of orders and relationships. Another win!
Support - Every single call to their centre is answered professionally and swiftly and this makes a truly immeasurable difference in a busy centre like ourselves.
So glad we found you.

Cons: I am happy with all factors of this software

  • Reviewer Source 
  • Reviewed on 1/07/2019
Verified Reviewer
Director
Electrical/Electronic Manufacturing, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    2/5
  • Ease of Use
    4/5
  • Features & Functionality
    2/5
  • Customer Support
    3/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 23/02/2020

"Good idea, but extremely slow UI"

Comments: We had high hopes, and still hope that the teething problems can be ironed out. The user interface is extremely slow. We are unable to use the software at present.

Pros: The software can be customised to our business processes

Cons: The setup is not user-friendly for the end user. Our experience has been that because we didn't purchase an 'on boarding experience' we were at a disadvantage. The user interface is intuitive, but we haven't been able to make it work. Updating the status of a problem, for example, doesn't work for us - it isn't saved

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 23/02/2020
Danny M.
IT Manager
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 16/04/2018

"Prospect365 is a cost effective way to manage your e-commerce site when you use Opera II"

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!

Vendor Response

by ProspectSoft on 30/01/2019

Thanks for the feedback. We will send your feedback on the CMS and WYSIWYG vs HTML editing to our product team.

  • Reviewer Source 
  • Reviewed on 16/04/2018
Robin P.
Managing Director
Mechanical or Industrial Engineering, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 6/12/2019

"An excellent package that integrates well with our other business systems."

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.

  • Reviewer Source 
  • Reviewed on 6/12/2019