Prospect CRM review
A broad CRM for inventory-led sales teams, with substantial monthly costs.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Prospect CRM pros and cons
- 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
Prospect CRM fact sheet, pricing and score →
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