Last Updated
Overview
Prospect CRM provides Stock-Aware CRM capabilities, helping B2B product businesses achieve sales success by integrating inventory and sales data. Although some of the features can be more intuitive, its powerful tools for increasing customer lifetime value and responsive support make it a compelling choice for operational efficiency.
Overall Rating
Based on 12 users reviews
4.3
Rating Distribution
Positive
83%
Neutral
0%
Negative
17%
Starting Price
Custom
Prospect CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Prospect CRM?
Prospect CRM is a specialized customer relationship management (CRM) platform engineered for B2B wholesalers, distributors, and manufacturers that sell physical products. It solves the common challenge of disconnected data by delivering a unique Stock-Aware CRM framework. Key features like real-time inventory visibility, automated customer segmentation (RFM Analysis), and data-driven quoting empower businesses to prevent stockouts, target the right customers, and ultimately increase sales efficiency.
Prospect CRM Pricing
The software offers a tiered pricing plan with an annual contract to support users’ preferences and needs, including a free trial The plans are as follows:
- Start-Up CRM: From $210 (supports up to 4 users)
- Professional CRM: From $421 (supports up to 4 users, $77/additional user/month)
- Advanced CRM: From $2,327 (supports up to 15 users, $138/additional user/month)
Disclaimer: The pricing is subject to change.
Prospect CRM Integrations
The platform integrates with a number of third-party applications, such as:
- Mailchimp Software
- Stripe
- Zapier Software
- Office 365
- Power BI
Who Is Prospect CRM For?
Prospect CRM is suitable for businesses of various sizes and niches, which include:
- Healthcare
- Beauty
- Suppliers to construction
- Food and beverage
- Lab and medical equipment
- Clothing and accessories
Is Prospect CRM Right For You?
If a B2B product seller is struggling with disconnected sales and inventory data, leading to inaccurate quotes and lost customer trust, Prospect CRM offers a solution to this core problem.
With an inherently scalable design, Prospect CRM offers tiered plans that support growth from small startups to larger, more complex enterprises. ISO certified, the software emphasizes data-driven insights to help businesses maximize customer lifetime value and support sustainable B2B operations.
Still doubtful if Prospect CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Prospect CRM Features
Stock-Aware Inventory Management
Among the core Prospect CRM features, this capability provides sales teams with real-time visibility of stock levels, product data, and pricing directly within the CRM. It eliminates the risk of selling out-of-stock items and ensures accurate quoting. By connecting back-office inventory data with front-office sales activities, it streamlines the entire quote-to-order process for B2B product businesses, boosting efficiency and customer trust.
RFM Customer Segmentation
The system automatically analyzes customer order Recency, Frequency, and Monetary value to segment the client base into actionable groups. This data-driven approach enables highly targeted marketing campaigns and proactive account management, allowing businesses to focus efforts on their most valuable or at-risk customers to improve retention rates and drive repeat business with personalized communication.
Missing Order Alerts
This proactive tool intelligently monitors individual customer buying patterns and automatically flags accounts that have deviated from their normal order frequency. It provides the sales team with an early warning system, allowing them to investigate potential issues, re-engage with the customer, and prevent churn before a valuable relationship is lost to a competitor.
End-To-End Reporting
This software enables generating comprehensive reports that track performance across the entire business cycle, from the initial marketing enquiry to the final invoice and credit note. It analyzes granular data by customer, product line, or salesperson to gain deep insights, creating dependable sales forecasts and making strategic decisions that drive growth.
Pros And Cons of Prospect CRM
Pros
Strong onboarding
Robust analytics capabilities
Optimized for repeat customer business
Cons
Dashboard customization can be limited at times
UI can be improved
Prospect CRM Reviews
Total 12 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars75%
4
Stars8%
3
Stars0%
2
Stars0%
1
Stars17%
Share your experience
Codevision, 11-50 employees
Free Trial
“Prospect B2B CRM”
Pros
Prospect CRM is especially useful for companies that sell stocked products, like trading, wholesale, or distribution businesses. The best thing about it is how smoothly it connects CRM with inventory and accounting systems. Because of this integration, your sales team always knows: Which products are in stock Pricing and customer-specific discounts Customer order history Delivery and invoice status This helps avoid confusion and improves customer communication
Cons
User Interface feels slightly complex at first New users may need training to understand navigation and quoting workflows. Customization options are limited compared to larger CRMs
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Small Business, 11-50 employees
“Confusing interface and Poor reporting”
Pros
Easy signup process and data upload went smoothly. Getting information into the system was simple however it doesnt seem to have enough reporting features once we start using it.
Cons
The reporting capabilities are pretty limited. I cant get all the data I need to really understand how our sales are performing. Also when I tried to cancel, they had all these hidden rules they never mentioned upfront that made it nearly impossible to actually get out of the service.
Rating Distribution
Ease of use
2
Value for money
1
Customer Support
4
Functionality
2
Mid Market, 101-500 employees
“Amazing experience”
Pros
I find this really convenient for daily tasks. Interface feels simple to get used to. It makes finding the information I need very quick which saves me time.
Cons
Minor server problems pop up occasionally during use.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
9
Frequently Asked Questions
Does Prospect CRM offer an API?
Yes, Prospect CRM offers an API.
What types of Prospect CRM price plans are available?
The software offers tiered pricing plans: Start-up CRM from $210/month for 4 users, Professional CRM from $421/month for 4 users ($77/additional user/month), and Advanced CRM from $2,327/month for 15 users ($138/additional user/month). Prospect CRM also comes with a free trial. Contact us to request a personalized Prospect CRM cost quote based on your institution's requirements.
Who are the typical users of Prospect CRM?
Prospect CRM is suitable for businesses across various industries, including healthcare, beauty, construction supply, food and beverage, lab and medical equipment, and clothing and accessories.
Does Prospect CRM have a mobile app?
No, Prospect CRM does not offer a mobile app.
What language does Prospect CRM support?
The software supports English only.
What level of support does Prospect CRM offer?
The software provides support via email, online chat, guides, etc.
What other apps does Prospect CRM integrate with?
The platform integrates with various third-party applications, including Mailchimp, Stripe, Zapier, Office 365, and Power BI.