Prospect CRM logo

Prospect CRM

by ProspectSoft · Since 2000
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ActiveAvailable globallyCloud
Quick facts
VendorProspectSoft
Year launched2000
StatusActive
LocationAccess UK Ltd Armstrong Building Oakwood Drive Loughborough University Science & Enterprise Park Loughborough LE11 3QF United Kingdom
Countries servedGlobal
Languages1
Integrations10+
Free tierN/A
Free trialYES
Contact salesN/A

About Prospect CRM

Prospect CRM is a customer relationship management software from ProspectSoft that focuses on managing customer interactions and data. It provides contact management, sales automation, and reporting functionalities so businesses can improve their customer relationships and track sales performance. The software allows users to organize customer information, automate repetitive tasks, and analyze sales data for better decision-making. Key capabilities: contact management sales automation reporting task management pipeline tracking Best for: sales teams that need to manage customer relationships and improve their sales processes.

Prospect CRM is a comprehensive customer relationship management software designed for businesses in the distribution, manufacturing, and sales tracking industries. One of its standout features is its ability to streamline sales processes, helping users to manage leads, track opportunities, and improve customer relationships. The user interface of Prospect CRM is intuitive and well-designed, making it easy for users to navigate the software. The dashboard is customizable, allowing users to tailor the interface to their specific needs. The software also features a clean and modern design, enhancing the overall user experience. The core functionalities of Prospect CRM set it apart from its competitors. One innovative aspect is its robust reporting and analytics capabilities, which provide users with valuable insights into their sales performance. Additionally, the software offers advanced automation features, such as workflow triggers and email campaigns, to help users streamline their sales processes. In terms of performance, Prospect CRM is fast, efficient, and reliable. It handles large datasets with ease and can manage complex operations without any lag time.

Pros & Cons

Pros
  • Designed specifically for B2B product businesses
  • Comprehensive feature set covering sales, marketing, and customer service
  • Strong integration capabilities with popular accounting and inventory systems
  • User-friendly interface with customizable workflows
  • Transparent pricing with a 14-day free trial
Cons
  • Pricing may be higher compared to some competitors
  • Advanced features may require additional setup and configuration
  • Learning curve for new users
  • Limited mobile app features compared to desktop version

Features

Key features

Customer Segmentation (RFM Analysis)

Automatically segments customers by Recency, Frequency, and Monetary value to target the right customers at the right time.

Opportunity Tracking

Provides a unique overview of sales performance with customizable workflows, kanban view pipelines, leaderboards, and sales reporting.

Quoting & Order Processing

Streamlines the quoting process and integrates seamlessly with order management systems.

Problem Tracking

Allows customer service, warehousing, and accounts teams to efficiently resolve customer issues.

Additional features

Landing Page Builder

Enables the creation of dynamic single-page resources to drive conversions directly into the CRM's opportunity pipeline.

Web Enquiry Forms

Captures potential customer information directly from websites or landing pages.

Cross-sell & Upsell Matrix

Identifies strategic cross-selling opportunities to increase customer lifetime value.

Stock-Aware CRM

Provides real-time access to inventory data, allowing teams to advise customers about stock availability.

End-to-End Reporting

Tracks performance by customer, product, salesperson, or account manager and territory.

Equipment & Contracts Management

Records and tracks products under service contracts or leases

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Start-Up CRM
GBP 167/mo
billed monthly

Countries & Languages

Global
Countries served
1
Interface languages
2
Billing currencies

Interface languages

English

Billing currencies

🇪🇺EUR🇬🇧GBP

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