Prospect CRM Reviews

Pros

You can have a better administration of assets, orders, quotes, inventory and contractsits price is cheap and fairIts quality of customer service is correct to resolve doubts instantlyits operation and performance is of good quality

Cons

Objectively I have not found any type of failure that makes me consider a change or something that I dislike

Pros

The interlinking with unleashed is very good. It also integrates with Xero. The CRM we find is excellent and reporting is good. I haven't been using it for much more than 6 months so have not got my head round everything yet but mostly its reasonable to navigate.
Pipeline system is good and reminders per sales person in fine.
This is the first cloud base CRM system we've had and its excellent when on the road for sales to be able to look up info & sales on any customer and record sales visits info immediately.

Cons

Operating some of the setups is tricky like email footers which I thought was done but when emails sent from prospect I find its not as expected. You can't see exactly how its going to turn out when sending from prospect. I find its easier to send from outlook and copy prospect in.
Some things are not as straight forward to set up as you would like.
Training they give is very quick and hard to take in as quick as it comes.

Alternatives Considered

Reasons for Choosing Prospect CRM

Switched From

Reasons for Switching to Prospect CRM

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.

Pros

Designed for repeat business from customers rather than single projects. As a technology distributor selling to trade customers, this is critical.

Cons

Lack of ability to customise dashboards, but that is a very minor gripe.

Alternatives Considered

Reasons for Switching to Prospect CRM

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

Reasons for Switching to Prospect CRM

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

Reasons for Switching to Prospect CRM

Pros

Easy to understand and great tracking of customer, leads, orders, and opportunities. Love the dashboard.

Cons

When setting a task, because of the program being in UK, and if it is late afternoon then it sets a task that intended for 1 week or 7 days out to only 6 days.

Pros

Prospect is intuitive and easy to use. The customer support is very helpful and capable

Cons

lacks PO element to tie the whole Sales order process together

Pros

Ease of use, simplicity and intuitive features.

Cons

Navigating around the different screens, but it's early days, so I'm sure it will get better.

Pros

Easy to organize leads, generate reports, leases and manage tasks

Cons

Sometimes it takes a while to sync with other programs or update tracking of prospects

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

Pros

The ability to build and track sales processes

Cons

Setting things up was a little tough for us, but we also didn't come with a lot of CRM experience.

Alternatives Considered

Reasons for Switching to Prospect CRM

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

Reasons for Switching to Prospect CRM

Pros

Easy navigation and great interaction with external mail systems and works off mobile internet for ease of updating system there and then at time of any relevant activity or notification.

Cons

Nothing at all really as has most functions that are required for effective management and delivery of my ongoing activities.

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

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.

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.

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!

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.

Pros

love that it is a cloud based CRM which means I can load multiple browsers for multiple projects

Cons

Would be great if there was an App based Prospect

Pros

The interface is very user friendly.

A variety of built-in dashboards allow you to easily track, monitor and action opportunities/quotes giving us great oversight at any time of current sales and lead generation.

It integrates with software for producing quotations and marketing communications which are then visible within the CRM providing visibility for all staff members allowing us to provide the best service.

The team are super helpful and responsive to any queries we have and do all they can to find an appropriate solution.

Cons

No cons other than a few initial teething issues at the beginning which were quickly sorted out by the team at Prospectsoft.

Pros

API hookups to Unleashed & Xero make it so easy to use - live quoting with stock data means we're not quoting on stock we don't have. Customer RFM makes the sales team more efficient as they can target clients effectively to build on successes, or to rescue those who are having a hard time.

Cons

There is almost too much customisation possible... but it's easy to lock down the system, so it's not really a disadvantage.

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

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

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.