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Prospect CRM

Prospect 365 CRM

Composite Score

7.8 /10

CX Score

8.1 /10

6 Reviews Write a Review

What is Prospect 365 CRM?

Unparalleled integration to your back office Accounting & ERP Solution is what makes Prospect 365 CRM different to other CRM systems - helping you to achieve greater staff efficiency, customer satisfaction and business control.

Company Details

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Prospect 365 CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

93 Likeliness to Recommend

94 Plan to Renew

93 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+98 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Prospect 365 CRM?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Cons

Commodity Features
Under Delivered

Feature Ratings

Average 88

Collaboration

Account and Contact Management

Lead Management

Customer Service Management

Sales Management

Analytics and Reporting

Quote Contract and Proposal

Activity and Workflow Management

Marketing Management

Mobile

Telephony and Call Center Management

Vendor Capability Ratings

Average 86

Business Value Created

Breadth of Features

Availability and Quality of Training

Ease of Customization

Ease of Data Integration

Quality of Features

Vendor Support

Ease of IT Administration

Usability and Intuitiveness

Ease of Implementation

Product Strategy and Rate of Improvement

Prospect 365 CRM Reviews

Oluwatimilehin A.

Role: Sales Marketing
Industry: Healthcare
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted May 2025

A Powerful Sales Tool That Hits the Mark

Likeliness to Recommend

10 /10

What differentiates Prospect 365 CRM from other similar products?

Prospect 365 CRM stands out with its stock-aware capabilities, seamless e-commerce integration, and robust sales management features, making it a top choice for businesses looking to streamline sales processes.

What is your favorite aspect of this product?

Its ability to integrate product, inventory, and customer sales data in one place, making sales processes more efficient and informed.

What do you dislike most about this product?

The mobile app functionality could be improved for better offline access and usability.

What recommendations would you give to someone considering this product?

Carefully evaluate your business needs and assess whether Prospect 365 CRM's features align with your goals. Also, consider the scalability and customization options to ensure it grows with your business.

Pros

Reliable
Performance Enhancing
Enables Productivity
Effective Service

Rishabh J.

Role: Information Technology
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Aug 2024

The Ultimate CRM Solution

Likeliness to Recommend

10 /10

What differentiates Prospect 365 CRM from other similar products?

The platform includes robust task and activity management features, such as task scheduling, reminders, and activity tracking, ensuring that important follow-ups and customer interactions are not missed

What is your favorite aspect of this product?

The CRM integrates with Office 365 and Microsoft Teams, enhancing collaboration among team members. It enables users to sync emails, calendar events, and tasks, making it easier to manage customer interactions.

What do you dislike most about this product?

As such there is no dislike about this as I am using it for my daily requirement

What recommendations would you give to someone considering this product?

I would highly recommend this product if anyone wants to buy a good CRM

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Pete S.

Role: Sales Marketing
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Apr 2022

Easy to use, reliable CRM.

Likeliness to Recommend

8 /10

What differentiates Prospect 365 CRM from other similar products?

Seamless bi-directional integration with Unleashed

What is your favorite aspect of this product?

Company, Division, Contact and Quotation links

What do you dislike most about this product?

There is sometimes a delay with new products flowing through from Unleashed to Prospect

What recommendations would you give to someone considering this product?

Easy to use, reliable CRM.

Pros

Trustworthy
Respectful
Fair
Acts with Integrity

Latest Research

Prospect 365 CRM

What is Prospect 365 CRM?

Company Details

Need Assistance?

Prospect 365 CRM Ratings

93 Likeliness to Recommend

94 Plan to Renew

93 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+98 Net Emotional Footprint

How much do users love Prospect 365 CRM?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Activity and Workflow Management Text or code-based and visual workflow designers.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Prospect 365 CRM Reviews

Oluwatimilehin A.

A Powerful Sales Tool That Hits the Mark

Likeliness to Recommend

Pros

Rishabh J.

The Ultimate CRM Solution

Likeliness to Recommend

Pros

Pete S.

Easy to use, reliable CRM.

Likeliness to Recommend

Pros

Title

Feature Ratings

Collaboration

Account and Contact Management

Lead Management

Customer Service Management

Sales Management

Analytics and Reporting

Quote Contract and Proposal

Activity and Workflow Management

Marketing Management

Mobile

Telephony and Call Center Management

Vendor Capability Ratings

Business Value Created

Breadth of Features

Availability and Quality of Training

Ease of Customization

Ease of Data Integration

Quality of Features

Vendor Support

Ease of IT Administration

Usability and Intuitiveness

Ease of Implementation

Product Strategy and Rate of Improvement