CRM Comparison Guide
Looking for a CRM system to help boost your sales growth? Or are you frustrated with your current CRM software and looking for alternatives?
This guide will give you a feel for what type of CRM your business needs, and help you weigh up your options.
A large proportion of traditional CRM users are based in the service industry. So where does this leave businesses that sell products business-to-business (B2B)?
Multi-purpose CRMs, whilst claiming to cater to all industries, can become a costly purchase for wholesalers, manufacturers and distributors who need that extra automation to reduce the adversity of their workflow. With so many add-ons to choose from, you end up paying for extra modules on top of a base price, and you can’t ever be sure that you’re getting optimal value for money.
Stock-Aware CRM offers fixed-price packages that cover the needs of all functional areas of your B2B product business – from new business sales and marketing, to post-sale customer service and customer retention strategies.
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Flexibility & Configuration
Rated 96% for Customisation on G2
Fully integrated with your ERP, Inventory Management and Accounting systems
Integration
Sales Pipeline Management, Customer Service Management, and Order Processing is all included in our Start-Up package
Workflow Automation
Rated 96% for User, Role & Access Management on G2
Flexibility & Configuration
Integration
Workflow Automation
Rated 79% for Customisation on G2
Rated 84% for User, Role & Access Management on G2
Doesn’t integrate with award-winning inventory management and ERP systems like Cin7, Unleashed, and Katana
Workflow Automation is only included in advanced plans
Prospect CRM
Insightly
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Order Management
Rated 91% for Quote & Order Management on G2
Sales forecasting and reporting available on all plans
Sales Forecasting
Customer Support
Order Management
Sales Forecasting
Customer Support
Rated 77% for Quote & Order Management on G2
Available only on Advanced plans
Prospect CRM
Pipedrive
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Customer Insights
Sales Pipeline Management and Reporting available to all plans
Rated 9.3/10 for Ease of Use on G2
User Adoption
Guarantees seamless integration with your back-office systems
Integration
Customer Insights
User Adoption
Integration
Sales Engagement and Insights only available to higher-paid plans
Rated 7.9/10 for Ease of Use on G2
While Salesforce offer a broader ecosystem, customers often complain about disjointed integration – making information difficult to find
Rated 9/10 for Ease of Setup on G2
All of your data is centralised and accessible from one place
Rated 7.3/10 for Ease of Setup on G2
Prospect CRM
Salesforce
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Flexibility & Configuration
Rated 96% for Customisation on G2
Customer Support
Sales Pipeline Management and Reporting available to all plans
Customer Insights
Flexibility & Configuration
Customer Support
Customer Insights
Rated 80% for Customisation on G2
Sales Analytics and Custom Reporting only available to Professional CRM Suite users
Prospect CRM
HubSpot CRM
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Support & Onboarding
Prospect CRM offers comprehensive onboarding packages that cover all the configurations and setup tools you might need
Scalability
87% of Capterra reviews received a 5 star rating
Customer Satisfaction
Support & Onboarding
Scalability
Customer Satisfaction
Often criticised for limited support offered during the onboarding process
As your business grows, you’ll be required to use more modules. With so many modules to choose from, tailoring the system to your needs becomes complicated
51% of Capterra reviews received a 5 star rating
Prospect packages cover all functional areas of your business and all your data is easily accessible from one location
Businesses that require extra configurability have access to our CRM experts who help you scale efficiently with healthy margins
87% of G2 reviews received a 5 star rating
A CRM crowded by modules can make integration disjointed and convolute the interface
51% of G2 reviews received a 5 star rating
Prospect CRM
Zoho CRM
* Ratings accurate as of April 2024
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Prospect CRM customers experience real sales growth when they implement Prospect CRM and integrate it to their Inventory Management and Accounting Systems
“Before we had Prospect CRM, we were using Insightly. Although it was okay, it felt like we were double handling everything because they weren’t integrated.”
Jessica Powell
Business Manager, Good Culture Kombucha
“Prior to using Prospect CRM, we were using a CRM that wasn’t really designed for B2B. Prospect CRM is really in tune with our needs and what we’re looking for.”
Tom Riley
Managing Director, WhiteWash Laboratories
Helen Lyon
CEO, Puremedic Health
“The day that I had a call with someone from Prospect CRM was amazing. Within minutes we were set up, and all of a sudden I could see all of my data there;
it has become life changing.”
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Real businesses, real sales growth
What Makes Prospect CRM the Best Alternative?
Tools to get more customers
Like all CRMs, Prospect CRM includes all the popular tools like Enquiries, Opportunity pipelines, Goals and Mailchimp integration, to help you get more customers.
While all CRMs help you get more customers, only Prospect CRM focuses on customer retention, repeat orders, and cross-selling. Specialist tools like RFM Analysis, the Magic Matrix, Missing Orders, upsell, cross-sell and must-sell capabilities make it easy to build customer lifetime value.
Prospect’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.
Tools to generate a higher CLTV
An integrated single view of your customers
Data-driven CLTV
By connecting your Inventory Management or ERP system with Prospect CRM, data from each system will be in constant communication. Any changes made in one system – like adding new accounts or making a sale – will be instantly updated in the other, meaning your whole team can work better together.
Improved business reporting
Reporting and analysing customers, products, sales, quotes, opportunities, enquiries, customer service tickets and user activity is essential for sales growth. Only Prospect CRM allows you to report on CRM activities alongside the data in your Inventory Management or ERP system.
Prospect CRM’s intuitive interface makes it easy to use. Simplicity and speed is at the core of our design when performing complex functions, so comprehensive insights are always at your fingertips. Prospect CRM offers software onboarding packages and CRM training to optimise user adoption and set you up for success from day one.
Ease of use
Award-winning CRM
Recognised as the #1 Stock-Aware CRM for Wholesalers, Distributors and Manufacturers, Prospect CRM’s awards list continues to grow alongside our progressive innovation and commitment to customers.
Export
Transfer your data to Excel with the help of our migration experts and templates
Get your new CRM connected with your back-office systems
Sync
Watch as your data comes to life and Prospect auto-populates your blank fields with dynamic insights
Import
Switching to Prospect CRM is simple
Thinking of moving from your current CRM to Prospect CRM? Our team are on hand to help migrate your data into your new system – all with minimal disruption to your business activities.
Our tried & tested migration process ensures a smooth transition so you can migrate with confidence.
Start processing orders, analysing reports in real time, and turning your business into a growth engine
Grow
Our Onboarding team will help you make both basic and advanced configurations, so you can use your new system with confidence
Configure
The #1 Stock-Aware CRM
No credit card required.
Test out Prospect CRM for 14 days - your fully-integrated free trial shows your real data in action from day one.
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