Prospect CRM
20 Reviews
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AC
Andy Carling
Posted 5 Nov 2024
Great platform
Prospect is intuitive, simple to use, but like any CRM, it's only as good as the information that you input. The onboarding was excellent, so now I just need to learn how to use all of the amazing features that it includes, so that we can get the best out of it. For anyone thinking about using Prospect, don't hesitate, cos if I can use, then anyone can.
AF
Adrian Fowler
Posted 20 Dec 2022
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
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
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
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
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.
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