Prospect CRM

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Decision Snapshot

Prospect CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price£177 / month
Free Trial14 Days
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Prospect CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Prospect CRM

Prospect CRM is a specialized CRM platform designed for B2B companies that sell physical products and rely heavily on stock and inventory data. Unlike traditional CRM systems, it connects customer management with real-time stock, pricing, and order information, helping sales teams make faster and more informed decisions.

The platform is widely used by wholesalers, manufacturers, and distributors who need a unified view of sales and inventory operations. With strong ERP integrations, it brings data from systems like accounting and inventory tools directly into the CRM, ensuring teams always work with accurate and up-to-date information.

Key capabilities include sales pipeline tracking, quotation and order management, customer segmentation, and advanced reporting dashboards. These features help businesses streamline sales workflows, reduce manual errors, and improve customer response times.

Overall, Prospect CRM is built for product-driven businesses that want to align sales, stock, and customer data in one connected system to improve efficiency and revenue performance.
Company ProspectSoft
Founded 2002
Headquarters United States
Employees 101-500

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 4 languages available
Dutch English French Swedish
Industries Served 2 industries available
Information Services Information Technology & Services

Why Choose Prospect CRM

Problem it Solves

  • Problem it Solves Disconnected Sales And Inventory Data Slowing Down B2B Product Selling Processes

Target Users

  • Target Users Wholesale Distributors
  • Target Users Manufacturers
  • Target Users B2B Sales Teams
  • Target Users Sales Managers
  • Target Users Operations Teams

Core Use Case

  • Core Use Case Manage B2B Sales Pipelines
  • Core Use Case Track Inventory-linked Customer Data
  • Core Use Case Generate And Send Quotes
  • Core Use Case Automate Order Processing
  • Core Use Case Analyze Customer Buying Behavior

USP

  • USP Wholesale Distributors, Manufacturers, B2B Sales Teams, Sales Managers, Operations Teams

Pros

  • Pros Deep integration with ERP and inventory systems
  • Pros Helps sales teams access real-time stock data
  • Pros Strong quoting and order management features
  • Pros Designed specifically for B2B product businesses
  • Pros Improves visibility across sales and inventory

Cons

  • Cons Not suitable for service-based businesses
  • Cons Initial setup can be complex for small teams
  • Cons Pricing may be high for early-stage startups
  • Cons Requires integration effort for full value
  • Cons Interface may feel technical for beginners
Editorial Buyer Guidance

Who Is Prospect CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Disconnected Sales And Inventory Data Slowing Down B2B Product Selling Processes

Target Users

  • Wholesale Distributors
  • Manufacturers
  • B2B Sales Teams
  • Sales Managers
  • Operations Teams

Core Use Cases

  • Manage B2B Sales Pipelines
  • Track Inventory-linked Customer Data
  • Generate And Send Quotes
  • Automate Order Processing
  • Analyze Customer Buying Behavior

Unique Selling Point

  • Wholesale Distributors
  • Manufacturers
  • B2B Sales Teams
  • Sales Managers
  • Operations Teams
Strengths and Limitations

Prospect CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Deep integration with ERP and inventory systems
  • Helps sales teams access real-time stock data
  • Strong quoting and order management features
  • Designed specifically for B2B product businesses
  • Improves visibility across sales and inventory
!

Cons

  • Not suitable for service-based businesses
  • Initial setup can be complex for small teams
  • Pricing may be high for early-stage startups
  • Requires integration effort for full value
  • Interface may feel technical for beginners
Category-Based Capabilities

Prospect CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Distribution Software 11 selected features Open category ↗ ⌄
Warehouse Management Supplier Management Returns Management Order Tracking Sales Forecasting Financial Management Import/Export Management CRM Shipping Management Inventory Tracking Purchase Order Management
Manufacturing Software 21 selected features Open category ↗ ⌄
Reporting/Analytics Forecasting Workflow Management Compliance Management Project Management Shipping Management Quotes/Estimates Warehouse Management Traceability Quality Management Maintenance Management Supplier Management MES Production Management Document Management Supply Chain Management Purchase Order Management Material Requirements Planning Data Import/Export Financial Management Safety Management
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Prospect CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency GBP (£)
Free Trial 14 Days
Free Version NA
Payment Frequency NA
Pricing Page ↗ Trial Page ↗
Start-Up CRM
£177 Per Month
Professional CRM
£351 Per Month
Advanced CRM
£1,933 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

Prospect CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Prospect CRM is a specialized CRM platform designed for B2B companies that sell physical products and rely heavily on stock and inventory data. Unlike traditional CRM systems, it connects customer management with real-time stock, pricing, and order information, helping sales teams make faster and more informed decisions.

The platform is widely used by wholesalers, manufacturers, and distributors who need a unified view of sales and inventory operations. With strong ERP integrations, it brings data from systems like accounting and inventory tools directly into the CRM, ensuring teams always work with accurate and up-to-date information.

Key capabilities include sales pipeline tracking, quotation and order management, customer segmentation, and advanced reporting dashboards. These features help businesses streamline sales workflows, reduce manual errors, and improve customer response times.

Overall, Prospect CRM is built for product-driven businesses that want to align sales, stock, and customer data in one connected system to improve efficiency and revenue performance.

  • No, Prospect CRM does not offer a free version.

  • Yes, Prospect CRM offers a free trial.

  • No, Credit Card details are not required for the Prospect CRM trial.

  • Prospect CRM offers the following pricing plans & packages:

    Start-Up CRM

    £177 Per Month

    Professional CRM

    £351 Per Month

    Advanced CRM

    £1,933 Per Month

  • No, Prospect CRM does not offer an API.

  • Prospect CRM offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Prospect CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Prospect CRM supports the following languages:
    • Dutch , English , French , Swedish

  • Following are the typical users of the Prospect CRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Prospect CRM supports the following deployment:
    • Cloud Hosted

  • Prospect CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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