Prospect CRM Pricing, Reviews and Features (April 2024)

About Prospect CRM

Prospect CRM is a comprehensive CRM tool for manufacturers, wholesale & distributors businesses. Prospect Stock-Aware CRM combines the best conventional CRM, including sales pipeline, marketing, and customer Service Management. With the reality of selling B2B products, this tool helps quote, order, inventory management, special pricing, backorders, product information, and even contracts, serial numbers, and asset tracking to ensure your sales and service teams are fully Stock-Aware.

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Pricing

Free Trial Available
Starts at $27.50.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

96%
Reviews

60%
Momentum

64%
Popularity

74%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Prospect CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

96%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

Prospect CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Start-Up CRM $110.00 $110.00 per month

Includes 4 users

Out-of-the-box CRM for Start-up Businesses with annual turnover < £2M

Features

Unleashed Integration
Xero Integration
DEAR Integration
TradeGecko Integration
Quickbooks Integration
Sage 50 Integration
Unlimited Customer Accounts
Integrated Quoting & Order Processing
Unlimited Products, Discounts & Customer Special Pricing
Sales Pipeline Management
Telesales Functionality
Customer Service Management
Online Training Resources
Expert Onboarding & Consultancy : Additional Price
Online Support
Premium Telephone Support : First 30 days Only

Professional CRM $27.50 $27.50 per user / month

4+ users

Features

Unleashed Integration
Xero Integration
DEAR Integration
TradeGecko Integration
Quickbooks Integration
Sage 50 Integration
Cin7 Integration
Access Dimensions Integration
Exchequer Enterprise Integration
Pegasus Opera II/III Integration
Unlimited Customer Accounts
Integrated Quoting & Order Processing
Unlimited Products, Discounts & Customer Special Pricing
Restrict Products by Customer
Multi-size Sales Packs per Product
Product Upsell Prompts
Configurable Delivery Charge Calculations
Sales Pipeline Management
Telesales Functionality
Customer Service Management
Equipment Register & Contract Management
Configurable record/entity relationships
Screen Customisation
30 User Defined Fields per Entity
Account Manager Record Restriction
Restrict Access to Cost & Margin Fields
Auto Contact Enrichment using Social Data
P.A.I.G.E. Alerts, RFM Segmentation & Advanced Dashboards
3rd Party Apps Marketplace
API Access
Online Training Resources
Expert Onboarding & Consultancy : Additional Price
Online Support
Premium Telephone Support : Additional Price
Regular Reviews

Advanced CRM $55.00 $55.00 per user / month

15+ users

Features

Unleashed Integration
Xero Integration
DEAR Integration
TradeGecko Integration
Quickbooks Integration
Sage 50 Integration
Cin7 Integration
Access Dimensions Integration
Exchequer Enterprise Integration
Pegasus Opera II/III Integration
SAP Integration
Custom ERP Integrations
Multiple Operating Companies & Datasets
Multiple Sales Ledgers per Customer Record
Unlimited Customer Accounts
Integrated Quoting & Order Processing
Unlimited Products, Discounts & Customer Special Pricing
Restrict Products by Customer
Multi-size Sales Packs per Product
Product Upsell Prompts
Configurable Delivery Charge Calculations
Custom Delivery Charge Calculations
Sales Pipeline Management
Telesales Functionality
Customer Service Management
Equipment Register & Contract Management
Configurable record/entity relationships
Screen Customisation
30 User Defined Fields per Entity
Additional Custom Fields & Entities
Account Manager Record Restriction
Restrict Access to Cost & Margin Fields
Flexible Field & Record Restriction
Future Stock Calculations and Allocations
Multiple delivery date schedules per order line
Auto Contact Enrichment using Social Data
P.A.I.G.E. Alerts, RFM Segmentation & Advanced Dashboards
3rd Party Apps Marketplace
API Access
Online Training Resources
Expert Onboarding & Consultancy : Additional Price
Online Support
Premium Telephone Support : Additional Price
Regular Reviews

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 07/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Prospect CRM Pricing.