tech from europe

Prospect CRM

🇬🇧 GB · from €205/mo

Stock-aware CRM for wholesalers and manufacturers with ERP and accounting integrations

GDPRISO 27001
Prospect CRM is a UK-based customer relationship management system built for wholesalers and manufacturers. It provides stock visibility, quoting, ordering, and RFM segmentation alongside pipeline and customer service management. Integrations with ERP and accounting systems are available. The vendor holds ISO 27001 certification and outlines GDPR processor responsibilities.

Features

Stock-aware sales and order processing

  • Inventory visibility linked to back-office systems
  • Integrated quoting and order processing
  • Customer-specific prices, discounts and product restrictions

Sales opportunities and performance

  • Opportunity tracking
  • Sales pipeline management
  • Sales reporting

Customer and contact management

  • Customer account management
  • Social-data contact enrichment

Customer retention and sales insight

  • Missing-order alerts
  • RFM analysis
  • Advanced dashboards

Customer service

  • Problem management

Customization and access controls

  • Configurable record/entity relationships
  • Screen customization
  • User-defined fields
  • Record restrictions
  • Restrictions on cost and margin fields

Integrations and reporting

  • ERP and inventory integrations
  • API access
  • Third-party apps marketplace
  • Insights and reports
  • Support for multiple operating companies, datasets and sales ledgers per customer

Pricing

Start-Up CRM
€205 per month, annual contract
  • Fixed at 4 users
Professional CRM
€411 per month, annual contract
  • 4 users included
  • €75 per additional user / month
Advanced CRM
€2,256 per month, annual contract
  • 15 users included
  • €133 per additional user / month

Prices are based on annual contracts paid monthly. A 14-day free trial is available.

EU Trust Profile

What we verified against public sources, last checked 2026-10-21. Every point links to its evidence.

  • Public sub-processor list

    Public list of subprocessors including AWS, Microsoft, Intercom, WalkMe, and Stripe.

    Evidence →
  • ISO 27001Certificate 14132405

    Certification covers design, development, and hosting of SaaS.

    Evidence →
  • Documented data exportExcel

    Export function documented for CRM data and custom reports.

    Evidence →

We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.

Work at Prospect CRM?

This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (GB) and the compliance points we checked against public sources — the date on it is the date we last checked.

Prospect CRM — verified European company on tech-from-europe.euProspect CRM — verified European company on tech-from-europe.eu

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Reviews

Recurring themes, synthesized from public reviews across portals.

What users value

  • Tailored for stock-based B2B sales with unified customer, order, pricing and stock visibility
  • Intuitive daily use for account lookups, note-taking, lead tracking and quote management
  • Mobile access supports sales teams in the field
  • Integrations with Sage, Unleashed, Cin7 and Xero reduce switching between systems
  • Pipeline tracking, automated follow-ups and order-gap alerts aid account management
  • Dashboards, reporting and RFM analysis help spot sales opportunities
  • Training resources like Prospect Academy improve user self-sufficiency
  • Responsive implementation and support teams assist with onboarding

Where users see room to improve

  • · Integration and data reliability issues, including duplicate or incorrect product data and inconsistent syncing
  • · Steep learning curve for administrators configuring workflows, reports or customisations
  • · Inconsistent support experiences, with some users reporting slow or unresolved critical issues

Integrations

UnleashedCin7 CoreCin7 OmniKatanaMintsoftXeroQuickBooks OnlineSage 50ExchequerMailchimpKlaviyoSpotlerAccess DimensionsAccess FinancialsAccess FactoryMasterPegasus Opera II/IIISAPMicrosoft Outlook+2

Prospect CRM: frequently asked questions

How much does Prospect CRM cost?
Prospect CRM starts at €205/mo. Plans: Start-Up CRM (€205/mo), Professional CRM (€411/mo), Advanced CRM (€2,256/mo). Prices are based on annual contracts paid monthly. A 14-day free trial is available.
Which tools does Prospect CRM integrate with?
Prospect CRM connects with Unleashed, Cin7 Core, Cin7 Omni, Katana, Mintsoft, Xero, QuickBooks Online and Sage 50, plus 12 more integrations we found.

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Feature, pricing and integration details are based on web research (as of 2026-10-21), without guarantee, errors are possible. The vendor's website prevails.