Prospect CRM

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 $210.0.
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

80%
Momentum

60%
Popularity

73%

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 Awards

# 3 Fastest Growing Software CRM Software
Q2 2025

Prospect CRM Features

Show Feature Explanation

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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 $210.00 $210.00 per month

4 Users Included

Features

Onboarding & Setup
- FlightPath A
- Online Training Resources
Integrations
- Unleashed Integration
- Xero Integration
- Cin7 Core Integration
- QuickBooks Online Integration
- Katana Integration
- Sage 50 Integration
Manage Team
- User Limits - $
Manage Customers
- Unlimited Customer Accounts
- Customer Service Management
Manage Orders & Sales Details
- Integrated Quoting & Order Processing
- Unlimited Products, Discounts & Customer Special Pricing
- Sales Pipeline Management
- Telesales Functionality
Ongoing Success
- Essential Success Plan & Support
- Paid Success Plan & Support - $

Professional CRM $421.00 $421.00 per month

4 Users Included

Based Upon the Number of Jobs, the Pricing Values Varies

Features

Onboarding & Setup
- FlightPath B
- Online Training Resources
Integrations
- Unleashed Integration
- Xero Integration
- Cin7 Core Integration
- Cin7 Omni Integration
- QuickBooks Online Integration
- Katana Integration
- Sage 50 Integration
- Access Dimensions Integration
- Access Financials Integration
- Access FactoryMaster Integration
- Access Mintsoft Integration (3PLs only)
- Exchequer Enterprise Integration
- Pegasus Opera II/III Integration
- 3rd Party Apps Marketplace
- API Access
Insights & Reports
- Configurable Record/Entity Relationships
- Screen Customisation
- 30 User Defined Fields Per Entity
- Document Library
Manage Team
- User Limits - $
- Account Manager Record Restriction
- Restrict Access to Cost & Margin Fields
Manage Customers
- Unlimited Customer Accounts
- Restrict Products by Customer
- Customer Service Management
- Auto Contact Enrichment using Social Data
- Missing Order Alerts, RFM Analysis & Advanced Dashboards
Manage Orders & Sales Details
- Integrated Quoting & Order Processing
- Unlimited Products, Discounts & Customer Special Pricing
- Multi-size Sales Packs per Product
- Product Upsell Prompts
- Configurable Delivery Charge Calculations
- Equipment Register & Contract Management
- Sales Pipeline Management
- Telesales Functionality
Ongoing Success
- Essential Success Plan & Support
- Paid Success Plan & Support - $

Advanced CRM $2,327.00 $2,327.00 per month

15 Users Included

Based Upon the Number of Jobs, the Pricing Values Varies

Features

Onboarding & Setup
- FlightPath C
- Online Training Resources
Integrations
- Unleashed Integration
- Xero Integration
- Cin7 Core Integration
- Cin7 Omni Integration
- QuickBooks Online Integration
- Katana Integration
- Sage 50 Integration
- Access Dimensions Integration
- Access Financials Integration
- Access FactoryMaster Integration
- Access Mintsoft Integration (3PLs only)
- Exchequer Enterprise Integration
- Pegasus Opera II/III Integration
- SAP Integration
- Custom ERP Integrations
- 3rd Party Apps Marketplace
- API Access
Insights & Reports
- Multiple Operating Companies & Datasets
- Multiple Sales Ledgers per Customer Record
- Configurable Record/Entity Relationships
- Screen Customisation
- 30 User Defined Fields Per Entity
- Additional Custom Fields & Entities
- Document Library
Manage Team
- User Limits - $
- Account Manager Record Restriction
- Restrict Access to Cost & Margin Fields
- Flexible Field & Record Restriction
Manage Customers
- Unlimited Customer Accounts
- Restrict Products by Customer
- Customer Service Management
- Auto Contact Enrichment using Social Data
- Missing Order Alerts, RFM Analysis & Advanced Dashboards
Manage Orders & Sales Details
- Unlimited Products, Discounts & Customer Special Pricing
- Multi-size Sales Packs per Product
- Product Upsell Prompts
- Configurable Delivery Charge Calculations
- Custom Delivery Charge Calculations
- Future Stock Calculations and Allocations
- Multiple delivery date schedules per order line
- Equipment Register & Contract Management
- Sales Pipeline Management
- Telesales Functionality
Ongoing Success
- Essential Success Plan & Support
- Paid Success Plan & Support - $

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 09/04/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Prospect CRM Pricing