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Prospect CRM Review

Product Snapshot

Product Pricing

Professional CRM package = £45 per month for 4+ users


Product is available as a SaaS solution.

Customer Focus

B2B Wholesalers, Manufactures and Distributors

Select Customers

Lighthouse Pools, Good Culture Kombucha, Evolution Packaging Products, Medstock & Nabco Enterprises.


About Prospect CRM

Prospect CRM Prospect CRM is a new type of Stock-Aware CRM that’s for businesses that sell physical products from stock B2B. Prospect CRM integrates to Inventory Management and Accounting systems like Cin7, DEAR Inventory, Xero, QuickBooks and Unleashed. B2B sales processes are streamlined, enabling customer-facing teams to increase sales, improve customer retention and maximise profits.

About the Company

ProspectSoft is a UK-based CRM and eCommerce company, run by its founder, supported by a strong international management team, and financially backed by Maven Capital Partners. ProspectSoft create, develop and deliver their SaaS platform, Prospect CRM, to more than 5,000 users worldwide. The company was founded in 2000 and is based in the UK.


Prospect CRM Key Features

  • Lead scoring
  • Purchase order management
  • Quotes/estimates
  • Reporting/analytics
  • Activity dashboard
  • Calling logging
  • Custom reports
  • Document management
  • Email templates
  • Interaction tracking
  • Lead management
  • Pipeline management
  • Sales management
  • Contract management
  • Forecasting
  • Project management
  • Order management
  • Sales forecasting
  • Accounting integration
  • Email marketing
  • Document storage
  • Call logging
  • Calendar/reminder system
  • Marketing automation integration
  • Mobile access
  • Quotes/proposals
  • Segmentation
  • Social media integration
  • Quote management


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