
Prospect CRM
Based on 9 user ratings
If you are a user of Xero and Prospect CRM, tell us how you are getting on and your experience so far. Any tips?
Stock-Aware CRM that’s perfect for manufacturers, wholesalers and distributors who sell physical products from stock B2B. For more information, check out Prospect CRM.
About Prospect CRM
Stock-Aware CRM that’s perfect for manufacturers, wholesalers and distributors who sell physical products from stock B2B. For more information, check out Prospect CRM.
Tip
Remember if you have questions or need assistance with Prospect CRM, this is not the best place to ask - this forum is for reviews and feedback only.
For general support, check out the Prospect CRM support centre or email help@prospectsoft.com.
9
Customer Reviews

We've been using Prospect365 CRM for a few months - it works brilliantly with Xero (as well as other apps) - the hookup was quick and easy, and we're already reaping the benefits.
The team at Prospect are quick, polite, friendly, knowledgeable and they took the time to understand our business during the onboarding. Massively recommended!
The team at Prospect are quick, polite, friendly, knowledgeable and they took the time to understand our business during the onboarding. Massively recommended!

Great CRM software and very easy to use

very helpful, using my CRM system to the max.

amazing service
always sort out any queries and very quickly
lovely team there too
always sort out any queries and very quickly
lovely team there too

Have been using Prospect 365 fantastic tool for the business, customer support is fantastic each adviser I have spoken with have been exceptional

There are a few words that jump to mind with Prospect soft365 , key words that were the same frustrations I had with my previous systems.
Ease of use - Quick and SO user friendly, adaptable and as a HOD the best thing it was easy for my team to pick up and work effectively on within a week. Win for us!
Customer satisfaction - this is now so measurable we have a more direct link to our customers and a clearer view of orders and relationships. Another win!
Support - Every single call to their centre is answered professionally and swiftly and this makes a truly immeasurable difference in a busy centre like ourselves.
So glad we found you.
Ease of use - Quick and SO user friendly, adaptable and as a HOD the best thing it was easy for my team to pick up and work effectively on within a week. Win for us!
Customer satisfaction - this is now so measurable we have a more direct link to our customers and a clearer view of orders and relationships. Another win!
Support - Every single call to their centre is answered professionally and swiftly and this makes a truly immeasurable difference in a busy centre like ourselves.
So glad we found you.

We have been using Prospect365 since the beginning of this year and have found it very easy and logical to use.

We have been using Prospect365 for many years and believe it to be the ideal sales tool for our wholesale business. We use it both internally and out of the road with our reps. All the data is live so the 'On-the-road' reps see exactly what our internal staff see. We have just linked it up to Xero and it is working perfectly at the moment. You can see all the invoice history in Prospect365.

We use Xero with Prospect 365. Obviously! Works seamlessly. As you would expect!