--- description: Review of Prospect CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Prospect CRM | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Manufacturing Software](/directory/4704/manufacturing/software) > [Prospect CRM](/software/198565/prospectsoft) # Prospect CRM Canonical: https://www.softwareadvice.co.uk/software/198565/prospectsoft Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.uk/software/198565/prospectsoft?page=2) > Prospect CRM is the \#1 Stock-Aware CRM built specifically for B2B wholesalers, distributors, and manufacturers who sell products from stock. If your business uses inventory and accounting platforms like Unleashed, Katana, Cin7 Omni/Core, Xero, QuickBooks Online, Access Dimensions, Sage 50, Exchequer, or Pegasus Opera, Prospect CRM is designed to help you quote more accurately, sell more efficiently, and support customers brilliantly. With seamless integrations to your back-office systems, Prospect CRM ensures your sales team never quotes on stock you don’t have. It connects your inventory, customer, and financial data in real time, giving your team the insights they need to win new business and grow existing accounts. Rated 4.6/5 across platforms like Trustpilot, Capterra, G2, and GetApp, Prospect CRM is consistently praised for its exceptional customer service, intuitive design, and powerful reporting tools. Customers describe it as “simple to navigate,” “like a hand in a glove,” and “an essential tool” for their business. Whether you're tracking leads, managing pipelines, segmenting customers with RFM analysis, or generating live quotes with stock data, Prospect CRM helps you do it all—faster and smarter. Key Features: 🧾 Stock-Aware CRM – Live quoting with real-time inventory visibility 📈 Built-in Dashboards \& Reporting – Visual analytics for smarter decisions 🎯 RFM Customer Analysis – Segment and target customers effectively 🛒 Quick Order Entry – Streamlined workflows that save time 👥 Team Collaboration Tools – Keep your sales and support teams aligned Why Users Choose Prospect CRM: 💬 Top-Quality Support – Mentioned in 120+ reviews, our support team is consistently rated as outstanding 🧭 User-Friendly Interface – Designed for non-technical users, praised for simplicity and ease of use 🔌 Seamless Integrations – “Like a hand in a glove” with platforms like Unleashed, Xero, and more 📚 First-Class Onboarding – Setup and training that exceeds expectations Prospect CRM is part of the ERP division at The Access Group, trusted by thousands of B2B product businesses worldwide to maximise customer lifetime value. > > Verdict: Rated **4.8/5** by 141 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 141 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: The Access Group - **Location**: Colchester, UK - **Founded**: 1996 ## Commercial Context - **Starting Price**: £177.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: - Start-Up CRM: £177/month (includes 4 users) - \*Most Popular\* Professional CRM: £351/month (4+ users) - Advanced CRM: £1,933/month (15+ users) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Dutch, English, French, Swedish - **Available Countries**: Australia, Guernsey, Isle of Man, Jersey, New Zealand, United Kingdom, United States ## Features - API - Access Controls/Permissions - Accounting - Accounting Integration - Activity Dashboard - Activity Tracking - Activity/News Feed - Alerts/Notifications - CRM - Calendar/Reminder System - Call Logging - Campaign Management - Collaboration Tools - Commenting/Notes - Contact Management - Customisable Reports - Customisable Templates - Customizable Fields - Data Import/Export - Document Management ## Integrations (17 total) - Access FactoryMaster MRP - Access Financials - Cin7 Core - Cin7 Omni - Gmail - Katana Cloud Inventory - Klaviyo - Mailchimp - Microsoft 365 - Microsoft Power BI - Pegasus - QuickBooks Online - Sage 50 Accounting - Stripe - Unleashed ... and 2 more integrations ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Manufacturing Software](https://www.softwareadvice.co.uk/directory/4704/manufacturing/software) ## Related Categories - [CRM for Small Businesses](https://www.softwareadvice.co.uk/directory/489/small-business/software) - [CRM Software](https://www.softwareadvice.co.uk/directory/4153/crm/software) - [Manufacturing Software](https://www.softwareadvice.co.uk/directory/4704/manufacturing/software) - [Sales Tracking Software](https://www.softwareadvice.co.uk/directory/3590/sales-tracking/software) - [Online CRM Software](https://www.softwareadvice.co.uk/directory/387/online-crm/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4453 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [Kylas Sales CRM](https://www.softwareadvice.co.uk/software/216694/kylas) — 4.8/5 (573 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) ## Reviews ### "Simple, Intuitive and Customizable" — 5.0/5 > **Devin** | *13 May 2022* | Wholesale | Recommendation rating: 10.0/10 > > **Pros**: Our company Becker First Responder Co. found Prospectsoft Ltd as we we were in the search for a new inventory system. We liked the ability to integrate this CRM with our inventory system, email system and accounting system (QuickBooks Online). We have been tremendously impressed by the implementation team as we set the entire system up. As we rolled out the new inventory system, adding Prospectsoft into it was a simple process and all the information came in and didn't require any additional setup. We love the ability to customize the platform to make it work for our unique terminology and process. The entire team has been tremendously helpful and would highly recommend. > > **Cons**: Prospect Soft is a UK based company so as we are based in the USA the support hours are not during our working hours. ----- ### "HIGHLY RECOMMEND" — 5.0/5 > **Kathy** | *11 August 2025* | Cosmetics | Recommendation rating: 10.0/10 > > **Pros**: We have been using Prospect CRM for quite awhile now, and it's made a huge difference on how we manage customer relationships and track sales. The interface is user-friendly and the support team is super responsive and helpful. Highly recommended for any business looking to stay organized and grow\! > > **Cons**: Overall, Prospect CRM is a robust tool as it currently stands. The most minor change I would recommend is to change the date format for Unites States companies to reflect month/day/year in tasks. > > Prospect CRM has been a game-changer for our team\! The integration with our inventory and sales systems is seamless. We are extremely satisfied with all aspects of this platform. ----- ### "Implementation Failed. System Never Became Operational" — 1.0/5 > **Bielle** | *25 February 2026* | Retail | Recommendation rating: 0.0/10 > > **Pros**: The underlying idea behind the platform is good, and the team was consistently polite and responsive during support interactions. The vision of creating a CRM layer specifically for wholesale businesses is compelling in theory. > > **Cons**: Unfortunately, the system never became operationally reliable despite several months of onboarding and troubleshooting. Core functionality required for daily use was not working as expected, particularly sales order workflows and syncing with CIN7. Account data was inconsistent, records duplicated or missing, and reporting could not be trusted without cross-checking against other systems. Instead of reducing administrative workload, the platform introduced additional manual processes while we waited for unresolved fixes. For a CRM intended to sit at the centre of wholesale operations, this made adoption impossible. > > Our overall experience was extremely time-consuming with no functional outcome. We invested significant internal resources attempting to implement Prospect into a live wholesale environment, engaging in multiple meetings, support cycles, and workarounds over several months. Despite this effort, the platform never reached a point where it could reliably support day-to-day operations. A CRM should simplify workflows and provide confidence in data and decision-making. In our case, it added complexity and operational risk instead. We are now seeking termination after an unsuccessful implementation. I would strongly recommend that businesses thoroughly test real operational workflows and integrations before committing. ----- ### "Best CRM integration I've had" — 5.0/5 > **Des** | *20 October 2024* | Construction | Recommendation rating: 10.0/10 > > **Pros**: The interlinking with unleashed is very good. It also integrates with Xero. The CRM we find is excellent and reporting is good. I haven't been using it for much more than 6 months so have not got my head round everything yet but mostly its reasonable to navigate. Pipeline system is good and reminders per sales person in fine. This is the first cloud base CRM system we've had and its excellent when on the road for sales to be able to look up info \& sales on any customer and record sales visits info immediately. > > **Cons**: Operating some of the setups is tricky like email footers which I thought was done but when emails sent from prospect I find its not as expected. You can't see exactly how its going to turn out when sending from prospect. I find its easier to send from outlook and copy prospect in. Some things are not as straight forward to set up as you would like. Training they give is very quick and hard to take in as quick as it comes. > > Very good but find the CRM but a little complicated for me. Quite costly for a small business. ----- ### "Probably the best CRM for trade distributors and wholesalers." — 5.0/5 > **Peter** | *18 November 2024* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Designed for repeat business from customers rather than single projects. As a technology distributor selling to trade customers, this is critical. > > **Cons**: Lack of ability to customise dashboards, but that is a very minor gripe. > > It has been a long project integrating with our Cin7 inventory system, testing and tweaking to get everything as needed. Prospectsoft have been super responsive throughout this journey and have accommodated all of our needs and enhancement requests where possible. ----- Page: 1 / 7\ Next: [Next page](https://www.softwareadvice.co.uk/software/198565/prospectsoft?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/198565/prospectsoft) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data