The set up of Prospect CRM was made easy by our on-boarder, Zira. She was great. It's the first CRM that we have worked with that suits a manufacturing business like us as opposed to some of the ot... See more
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Prospect CRM is the #1 Stock-Aware CRM for Wholesalers, Distributors & Manufacturers who sell products from stock B2B. Part of the ERP division at The Access Group, we create, develop & deliver our SaaS platform, Prospect CRM, to more than 5,000 SME users worldwide.
Contact info
Armstrong Building, Oakwood Drive Loughborough University Science & Enterprise Park, LE11 3QF, Loughborough , United Kingdom
- www.prospectsoft.com
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Operationally Unusable for a Live Business Environment
After several months of implementation, the system never reached a point where it could be relied upon operationally. Core integrations were inconsistent, automation prompts conflicted with real production cycles, and data accuracy remained questionable throughout.
The most concerning aspect was the amount of internal time required simply to manage the system while waiting for unresolved fixes.
A CRM should simplify operations. In our case, it significantly increased administrative complexity.
While the team remained friendly, the product ultimately did not deliver what was sold, and exiting the agreement has proven more difficult than expected.
Proceed with caution and ensure critical workflows function before committing long term.

Reply from ProspectSoft
Fantastic Support from Azri.
Fantastic Support from Azri.
Azri helped us set up all of our key reports. Very responsive, easy to deal with and clear communication.
Our onboarding experience with Matilda Gardener
Our onboarding experience with Matilda Gadener was amazing. Matilda had a lot of patience with all of our questions and incuries and took the time to answer them clearly and completely. I know we will have more questions as we continue through the onboarding process and we look forward to continue working with Matilda.
What a great overall experience
What a great overall experience! Matilda Gardener was amazing as she coached & trained our team through the new implementation of our CRM system. Matilda is/was patient and slowed things down to a level where we could really learn this new system.
Great training and integration
The whole integration team did a great job!!! The training for our team was a great success and allowed them to hit the ground running. Improving our follow up and close rates.
Thank you Matilda
Thank you Matilda. She is such a good trainer and makes everything so clear and easy to understand. She made the whole learning experince really clear for us and the CRM system is great. We had a great onboarding experince.
Prospect - Great Product and Great Onboarding
A great product with an easy to use and intuitive interface. My onboarding specialist was Azri who was terrific at outlining Prospect's capabilities. Will always recommend this product.
Smooth transition from old to new CRM
The transition process from our old CRM to the new CRM was very smooth and the team at Access Group helped every step of the way.
Azri was our main contact for the change over and he was very helpful, we had a lot of questions and configuration that needed to be done but nothing was too much for him.
Azri is a Legend!
Azri is a great help for uncovering the efficient way to generate reports in the CRM. Great job to Azri for being knowledgeable to the system.
Onboarding with Bogdan
Our onboarding experience was a good one, we were allocated Bogdan Spatar, who was very attentive and keen to help us in anyway that we could, to ensure that our training was suited to our needs specifically and any additional questions were answered either by him or by the technical team. We have come away from the sessions in the knowledge that our CRM will work for us and improve our way of working. Thank you!
Keen to find a solution
Recognising that the system and its Integration with Unleashed has limitations for us, Jason, Xander and Callie actively seek ongoing practical solutions and workable alternatives tailored to our specific needs on the CRM.
Zira was amazing
Zira was amazing. She held our hands throughout this entire process and made it a pleasure to set this CRM up.
Amazing CRM and service…
Amazing service and customer experience, the CRM is a data pool of useful information to capture client trends.
CRM Pricing Review
CRM Pricing Review
Matthew was fantastic to work with on our recent CRM Pricing Review. He achieved an outstanding result for our very small business and we couldn’t be happier with the outcome. From the start, Matthew really listened to our needs was incredibly professional and delivered exactly what he promised within the timeframe he committed to.
What really stood out was that everything was done right the first time no follow-up needed which was so refreshing.
Thank you, Matthew, for your support, understanding and for delivering such a great result. We highly recommend working with Matthew.
CRM Onboarding
The onboarding process was extremely smooth. The recording of each session helped as we were able to look back at some parts for a recap. Our facilitator Bogdan Spatar was clear and concise and made sure at the start of every meeting we understood the previous training.
Still no support....
I wrote a review on 16/12/25 berating their lousy support. Prospect replied directly on this platform on 18/12/25 apologising and stating they were reaching out. It's 7/1/26 and I am still waiting. Their efforts are in winning customers but they don't care once the contract is signed.

Reply from ProspectSoft
Great Help From Staff on Chat Helpline / Customer Service
I have had a great experience with Prospect365, it has a very visual dashboard which is great. I have had to use their chats to help me troubleshoot and found it to be so helpful. I had a particularly great experience with Afina, who walked me through some processes I hadn't done before. Couldnt have figured it out without her. Cheers team!
Great experience with Bogdan for our…
Great experience with Bogdan for our onboarding. Very excited to use this software moving forward.
Matilda trained the team excellently
Matilda trained the team excellently, very well prepped and answered questions well.
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