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Prospect CRM

Reviews & ratings
Reviews by verified Xero users.
4.8 out of 5 stars
19 Reviews

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AF
Adrian Fowler
Posted 20 Dec 2022
5 out of 5 stars

really impressed by the features and very user friendly functions

We have just started actively using Prospect CRM and are really impressed by the features and very user friendly functions I also love how it integrates with Xero meaning that we have one source of information and not replicates in many systems. Overall, very impressed and highly recommend it
One person found this review helpful.
MC
Martin Cable
Posted 8 Nov 2022
5 out of 5 stars

Prospect CRM Review

We have just started configuring Prospect CRM and are really impressed by the number of features and the amount of information we can get from a few reports and we think this is just the tip of the iceberg! I also love how it integrates with Unleashed meaning that we have one source of information and not replicates in many systems. We have worked with Patrick on the implementation who is very knowledgeable and patient while we are understanding the system. Overall, very impressive and i would recommend it to anyone who is looking to understand their customers.
JC
Jo COLMAN
Posted 18 Oct 2022
5 out of 5 stars

Fantastic CRM

If you want a CRM to integrate with Xero and a stock management system, Prospect should be top of the list
AB
Andy Bray
Posted 13 Jun 2022
5 out of 5 stars

very helpful team

we were in need of a new CRM and this works well for new opportunity and customer problem solving as well as tracking stock. Customer service are very helpful throughout
MS
Michael Shier
Posted 25 May 2022
5 out of 5 stars

Small Business CRM

ProspectSoft was our third attempt at CRM and by far our most successful. We feel this was due to the onboarding process which I would highly recommend. There attention to detail to get it set up so that it worked for us was key. We now have our/there training videos on our Intranet to keep referring too.
One person found this review helpful.
LS
Laura Sieczkowski
Posted 6 May 2022
5 out of 5 stars

Exceptional CRM and Service

We can't recommend this CRM or the Prospect Team highly enough. Outstanding support right through the entire setup process, and even since while we learn the system itself. We are really impressed with what the CRM can offer us as a small business, to improve our customer relationships and drive increased sales.
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