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90 Prospect CRM Reviews
Overall Review Sentiment for Prospect CRM
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The great features and broad selection of information you`re able to access regarding crm details and trackers. Review collected by and hosted on G2.com.
The email system can appear slightly confusing when compared to email sites such as Gmail & Outlook which have more familairity. Review collected by and hosted on G2.com.
I loved the promise of a CRM that focused on retention rather than acquisition, and intergrated with Cin7 Core. In fact, I still love that promise. But we ran into a major snag setting up our demo account – rather than just importing our wholesale customers, Prospect began importing all of our customers, which includes every single DTC and Amazon customer.
It became apparent after about an hour that this was happening and I reached out to customer service using their handy little widget, to ask if they could pause the integration and help me reslove this so we're only looking at wholesale customers. It said to expect a response within 15 minutes. That was three days ago.
I've checked in dilligently each day since then and my messages remain unseen. Meanwhile, the import process, which says it should take a few hours, has been hung up at "50% Complete" the whole time, as it's now imported data for over 80,000 "accounts". You can't actually use the product while it's in the midst of the data import.
On the tech side, I'm shocked there wasn't some way to avoid this issue in the first place. Surely we're not the only omni-channel user of Cin7 Core and no one wants massive amounts of retail customer data muddying up their B2B CRM.
But what's more disappointing is the complete absence of a response from their sales team. I am trying so hard to become a customer of theirs and there's simply no one on the other end to notice. There's a certain amount of irony in this, of course.
One would think that, as the makers of software dedicated to the management of customer relationships, that they would really want to excel in that department. I can't really see any way we could carry on and use them after this. As we who are in the sales business know, you tend to see the very best face of a business when you're being pitched.
If this is them putting their best foot forward, I'd hate to see what they're like when you run into a glitch during, say month 3 of that 1 year contract they insist on. Review collected by and hosted on G2.com.
The complete and utter inability to engage with someone who works there. From my impression, it's quite possible that they do not have a team at all. At best, they are poorly organized but, from what I can decipher, it's equally possible that the business has been more or less abandoned. Review collected by and hosted on G2.com.
It was easy to sign up and upload data. However, once your data is in the software there are not enough reporting features. Review collected by and hosted on G2.com.
There isn't enough reporting features to ensure you get the data you need to understand what's going on with your sales. Prospect also have arbitrary rules that they don't tell you about when trying to cancel and make it impossible to cancel services. Review collected by and hosted on G2.com.
Streamlining how I work, cleint history available with ease, invoicing has been made quicker etc. Review collected by and hosted on G2.com.
My lack of training is limiting my experience, need to be able to navigate easier. Review collected by and hosted on G2.com.
Their tech support team is great, and their integration with our QuickBooks accounting software has been performing flawlessly. I love the intuitive customization "on the fly" options and their design facilitates one-on-one sales contacts and followup. I am confident it will be a great tool as we continue to build our business. Review collected by and hosted on G2.com.
Documentation could use some building out. Backend database tools aren't always fully functional or intuitive. Review collected by and hosted on G2.com.
Prospect enabled me to get real-time inventory data in sync with the crm reduces the screw of quoting products I do not have. This transparency has helped increase the self-confidence of the sales reps and has enhanced win possibilities. Review collected by and hosted on G2.com.
Generating specific email trailers and general organization of customer relations felt rigid in comparison to other CRMs I used. Review collected by and hosted on G2.com.
Prospect CRM is really easy to use. User friendly. I use this on a daily basis Review collected by and hosted on G2.com.
At the moment, in nearly 2 years of using it, no issues or dislikes Review collected by and hosted on G2.com.
An effective tool for managing client connections and sales is prospect CRM. It has numerous beneficial features, including lead tracking, automated follow-ups, and efficient inventory management. It is simple to use and has excellent customer service, which has been very helpful in resolving any issues. Review collected by and hosted on G2.com.
Prospect CRM interacts effectively with widely used business tools, however it might not be compatible with specialised or less-used apps. adopting advanced features could involve a learning curve, particularly for people who are unfamiliar with CRM systems. Review collected by and hosted on G2.com.
