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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Prospect on-board training was excellent
The on-board training was excellent, and Bogdan Spatar answered all of my questions and had in-depth knowledge of how Prospect works.
We had the pleasure of working with…
We had the pleasure of working with Hazira Rusdi as our guide to onboarding Prospect CRM.
She was very professional, and patient with us as we also had multiple changes to staff/users our end.
She went above and beyond in responding to our queries, often recording her answers for future reference.
Zira was excellent and very…
Zira was excellent and very knowledgeable.Zira made the whole onboarding process simple and easy to understand.
Reliability Issues Make Platform Unsustainable
The platform was trialled in March 2025 and initially performed well. However, from November 2025 onward, functionality and reliability declined significantly.
The introduction of an additional login layer, combined with the lack of a dedicated mobile app, has created consistent issues for field-based teams. These include failed uploads, loss of notes, login failures, and being logged out mid-visit. While these problems have been attributed to connectivity, this is difficult to justify given the use of Telstra services, which reportedly cover over 99.6% of the population in Australia.
Workarounds are now required to maintain basic functionality. Notes are drafted in external apps, photos are saved redundantly, and visit histories are regularly exported to ensure offline access. This level of double handling significantly reduces efficiency.
Due to ongoing stability and access issues, the platform is no longer fit for purpose for our team, requiring reliable mobile performance.
Prospective users should also note the requirement to provide at least 90 days’ notice prior to automatic 12-month contract renewal.
Customer support was responsive and attempted to assist, but was ultimately limited by the platform’s shortcomings.
Reply from ProspectSoft
Adilah Adli is very comprehensive and…
Adilah Adli is very comprehensive and helpful since day one of the onboarding process and trainings. I've been enjoying exploring CRM.Prospect365 from the learnings and insights after every onboarding session. Thank you to Adilah and more power!
The setup of Prospect CRM was smooth…
The setup of Prospect CRM was smooth and straightforward, thanks to our onboarding specialist, Adilah. She was fantastic, knowledgeable, supportive, and made the whole process easy to follow. We’re now looking forward to seeing how the CRM will support and streamline our day-to-day sales operations.
'Adilah's amazing service
'Adilah delivered outstanding service from start to finish. She was quick to answer our initial questions and consistently went above and beyond with thorough follow-ups after every call, including tackling complex queries and working through requests for functionality that isn't currently built into Prospect.
What stood out most was her ability to quickly understand the type of business we are — how we'd actually be using the CRM day-to-day and which tools and features would suit us best. Her advice was tailored, practical, and clearly informed by a depth of product knowledge that goes well beyond what you'd typically expect. It was obvious she knows the platform inside out, and that expertise translated directly into better recommendations for us.
A genuine credit to the team — we're grateful for the support.
I reached out to prospect soft support…
I reached out to prospect soft support to assist with creating some reports that I was struggling to create myself. Matthew Ooi and Hazira Rusdi got this sorted for me in very quick time and was exactly what i was looking for. Great service, thank you!
Wonderful experience onboarding our CRM…
Wonderful experience onboarding our CRM with Matilda.
Matilda has listened, understood and helped us make some important adjustments before going live with our system. Training was great and rolled out perfectly.
Great onboarding experience with Matilda G
Great onboarding experience with Matilda G. Matilda was patient and attentive during our training sessions and each session was conducted at just the right pace. We are already putting the system to good use within our business and it is delivering all of the expected benefits.
Great experience
Our onboarding contact Alexandra Posta, was extremely helpful and supportive throughout the process and made it effortless to get used to the system.
Software is okay - But a extremley difficult to cancel
The software is okay and has plenty of features, but it really needs someone dedicated to setting it up and managing it properly.
The real issue is with their billing practices. My subscription was automatically renewed last year, even though I contacted them in advance and was within the 60-day notice period. I’ve since told them multiple times not to auto-renew for 2026, contacting four different people, yet I still haven’t received confirmation—and the system currently shows it will renew again.
It feels like a typical large company making it difficult to leave, which is very frustrating.
Just know, when you sign up, its a long long commitment.
Reply from ProspectSoft
Excellent product
Excellent product. Great company to work with very flexible. Matthew has been great during some recent changes.
Extremely Knowledgeable & Helpful
Bogdan Spatar was extremely knowledgeable and helpful and, although it's proving quite challenging and time consuming to adopt this new system, he's done as much as possible to make this process as smooth and straight forward as possible.
Great support from CSM
Matthew reached out and introduced himself as our customer success manager when he noticed a fairly low level of activity on our account. We were going through some challenges as a new startup business, with a very small team (just two part-time co-founders). He was able to provide some great support right when we needed it. His help was much appreciated, and it's great having a direct CSM I can reach out to with any queries in the future. Thank you!
Bogdan Spatar was so helpful during the…
Bogdan Spatar was so helpful during the onboarding process. He explained the relevant features in a simple form, allowing us to absorb the information quickly.
Afini did exactly what we needed
Afini did exactly what we needed. A great support person
Brilliant service from Roxas Lim
Brilliant service from Roxas Lim - very helpful and quick response to resolve our issues.
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
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