ProspectSoft CRM Overview

Prospectsoft-CRM is the leading stock-aware CRM for wholesalers, distributors, and manufacturers. It supports business growth in these sectors with tailored sales solutions.

Use Cases

Customers recommend Proposal & Quote Management, Campaign Management, Lead Engagement, as the business use cases that they have been most satisfied with while using ProspectSoft CRM.

Other use cases:

  • Engaging And Following Up
  • Lead Tracking
  • Conversion Management
  • Contract Management
  • Order Management
  • Products & Pricelist Management
  • Account Management
See all use cases See less use cases

ProspectSoft CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...Great for keeping track of campaigns, sources ect....." Peer review by Annmarie M, Team Leader

ProspectSoft CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for ProspectSoft CRM

Top Industries

  • Consumer Goods
  • Media Production
  • Construction

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

ProspectSoft CRM is popular in Consumer Goods, Media Production, and Construction and is widely used by Mid Market, Small Business, and Large Enterprise.

ProspectSoft CRM Customer wins, Customer success stories, Case studies

What benefits does ProspectSoft CRM offer for Proposal & Quote Management?

Evolution Packaging Products Ltd - Consumer Goods - Small

Prospect CRM helped Evolution Packaging Products Ltd grow over 20% in one year. The company used Prospect CRM, Unleashed, and Xero to manage customer data and orders. Before, they relied on manual pa...perwork and had no CRM system. Now, they save time, reduce mistakes, and track customer activity with RFM analysis. Prospect CRM's quoting and reporting features improved efficiency and sales team visibility.

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Trimbio - Medical Equipment

Prospect CRM and Unleashed helped Trimbio, a medical equipment supplier, solve integration and manual data entry problems. The company saw a 16.6% growth in sales and an 18.8% increase in gross margi...ns. Admin time dropped by one day per week across all departments. Staff can now track customer conversations, manage stock, and coordinate repairs more easily. The solution improved quoting, order tracking, and customer retention.

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Key Surgical - Medical Devices - Medium

Prospect CRM helped Key Surgical cut time spent on credit note processing by two-thirds. Before, they had no central place for sales data and struggled with lost quotes and old stock. Now, all busine...ss information is stored in one place, making it easy to find details and manage complaints. Email marketing integration increased customer engagement. Prospect CRM supports better service and smoother operations for Key Surgical.

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Trimbio - Medical Devices - Small

Prospect CRM and Unleashed helped Trimbio save one day a week in admin. The company saw a 16.6% growth in sales and an 18.8% increase in gross margins. Staff now track customer conversations, manage ...stock, and coordinate repairs with ease. The integration improved quoting, reporting, and cross-selling. Trimbio did not need to hire more staff despite doubling monthly purchasing and dispatching.

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Morco Products - Consumer Goods

Prospect CRM helped Morco Products fix inefficiency from using multiple databases. The team now stores all data in one place, saving time and reducing errors. Integration with Cin7 stopped the need t...o re-key orders. Staff can focus on profit-making tasks instead of admin. Fast support from Prospect CRM keeps operations smooth.

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Wabanaki Maple - Food & Beverages - Small

Prospect CRM helped Wabanaki Maple double sales after integrating with Katana cloud inventory. The small, Indigenous female-owned business improved customer service and cut response times. Prospect C...RM enabled faster order processing and better customer insights. The team now manages sales and customer data in one place, supporting remote sales and future growth.

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ProspectSoft CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

3.96/5

Read Reviews (4)
Custom Reports

3.81/5

Read Reviews (9)
CAPABILITIES RATINGS AND REVIEWS
Analytics

3.96/5

Read Reviews (4)
Custom Reports

3.81/5

Read Reviews (9)

Software Failure Risk Guidance

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for ProspectSoft CRM

Top Failure Risks for ProspectSoft CRM

ProspectSoft Profile

Company Name

ProspectSoft

HQ Location

Beacon House, Ibstone Road, Stokenchurch, Buckinghamshire HP14 3WN, GB

Employees

101-250

Social

Financials

M&A