Prospect CRM
Prospect CRM: A broad CRM for inventory-led sales teams, with substantial monthly costs. Ranked #130 of 238 in CRM Software by our editors (3.0/10); pricing: 14-day trial; best for inventory-led B2B sales teams.
At a glance
- Editor score3.0 / 10
- Pricing14-day trial
- Best forInventory-led B2B sales teams
- Free planNo
- Paid from$243/mo
- Founded2000 · Loughborough, United Kingdom
- Facts checked21 Sep 2026
Where it wins
- Stock-aware customer, product, pricing, and inventory data
- Custom workflows, kanban pipelines, quoting, and quote-to-order processes
- Automation, analytics, segmentation, AI, and mobile access
Where it doesn't
- Starts at $243 per month with no free plan
- Higher tiers cost $482 or $2,376 per month
- Onboarding support varies by subscription tier
Our verdict on Prospect CRM
Prospect CRM is a cloud CRM for wholesalers, distributors, manufacturers, and other B2B product businesses. It combines opportunity tracking with customizable workflows and kanban pipeline views, while keeping customer, product, pricing, and inventory data connected. Quoting, quote-to-order workflows, customer service management, reporting, segmentation, landing pages, forms, automation, AI capabilities, and mobile access through the Evo Mobile app give it a broad operational scope. It is aimed at teams that need sales activity to reflect stock and product information rather than treating CRM and inventory processes separately.
Pricing is structured across three paid monthly plans under an annual contract. Start-Up CRM costs $243 per month and includes guided self-service onboarding. Professional CRM costs $482 per month and adds consultative onboarding assistance and training as the subscription positioned for B2B product businesses. Advanced CRM costs $2,376 per month and is designed for larger B2B product businesses, with extended onboarding and training. A 14-day free trial is available, but there is no free plan, and prices exclude sales tax. The cost structure makes Prospect CRM more suitable for businesses that expect to use its wider sales and operational capabilities than for small teams seeking a low-cost CRM.
Its ecosystem fit is strongest where inventory, accounting, marketing, and ERP systems already form part of the sales process. Integrations include Cin7 Core, Cin7 Omni, Katana, Xero, QuickBooks Online, Sage 50, Mailchimp, Klaviyo, and other business systems, while API access provides an additional connection point. Visual automation can trigger emails, tasks, tags, webhooks, and delays, supporting repeatable follow-up and operational handoffs. Choose Prospect CRM when stock-aware quoting and advanced workflows justify the subscription. Teams wanting a free or lower-cost CRM, or a narrower sales-only tool, should look elsewhere.
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Prospect CRM pricing
All 3 Prospect CRM plans and prices →
Prospect CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | $243/mo |
| Free trial | Yes |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Yes |
| AI features | Yes |
| Mobile app | Yes |
| Open source | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | ISO 27001, SSO/SAML, 2FA |
| Support | Email, Live chat, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Unleashed, Cin7 Core, Cin7 Omni, Katana, Mintsoft, Xero … See all → |
| Pricing | 14-day trial (source) |
| Website | prospectsoft.com |
| Facts checked | 21 Sep 2026 |
Prospect CRM integrations
Prospect CRM lists 20 integrations on its own site.
- Unleashed
- Cin7 Core
- Cin7 Omni
- Katana
- Mintsoft
- Xero
- QuickBooks Online
- Sage 50
- Exchequer
- Access Financials
- Access Dimensions
- FactoryMaster
- Pegasus
- Mailchimp
- Klaviyo
- Spotler
- Stripe
- Microsoft Office/Outlook
- Power BI
- Gmail
See all Prospect CRM integrations →
Alternatives to Prospect CRM
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.4
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.9.3
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.9.2
See all Prospect CRM alternatives →
Also Ranked In
Prospect CRM is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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