ProspectSoft
ProspectSoft (Prospect CRM) provides a Stock-Aware B2B CRM built specifically for wholesalers, distributors, and manufacturers, integrating real-time inventory and accounting data to manage repeat orders, quoting, and customer retention. Owned by The Access Group, the product serves 1,000+ product businesses across the UK, US, Australia, and New Zealand.
- Company typePrivate
- Founded2000
- HeadquartersStokenchurch, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What ProspectSoft does
ProspectSoft, operating commercially as Prospect CRM, is a UK-based B2B SaaS vendor founded in 2000 and headquartered in Stokenchurch. The company builds and sells a Stock-Aware CRM purpose-built for product-based businesses — wholesalers, distributors, and manufacturers — that differentiates from generic service-business CRMs by surfacing real-time inventory levels, product specifications, and pricing inside the sales workflow. The platform integrates natively with 14+ accounting and inventory/ERP systems (Xero, QuickBooks, Sage 50, Unleashed, Cin7 Omni, Cin7 Core, Katana, Mintsoft, plus Mailchimp, Gmail, and Stripe) and includes modules for RFM-based customer segmentation, quote-to-order workflow, cross-sell/upsell identification via the Magic Matrix, Missing Order Alerts, opportunity tracking, problem tracking, landing pages, customisable dashboards, and the 2025-launched P.A.I.G.E. AI Growth Engine for predictive churn and customer-behavior insights. A B2B eCommerce module (Prospect eCommerce) extends the offering into trade portals and web shops.
The business is owned by The Access Group, a UK software conglomerate, and operates as a subsidiary within that portfolio alongside sibling products Access Dimensions, Access Financials, and Access FactoryMaster. Revenue is generated through annual subscription contracts paid monthly, with a 14-day self-serve free trial and a sales-led go-to-market motion featuring integrated demonstrations using the prospect's own business data. The product is sold directly to B2B product businesses in the UK, US, Australia, and New Zealand, with a reported customer base of 1,000+ companies spanning at least 11 verticals. Distribution is direct only, with no channel-partner or reseller model documented. The company is led by founder/CEO Andrew Ardron alongside a director-level leadership team covering development, operations, finance, and sales & marketing.
ProspectSoft firmographics
Firmographics- Name
- ProspectSoft
- Legal name
- ProspectSoft Ltd
- Website
- https://prospectsoft.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- ProspectSoft (Prospect CRM) provides a Stock-Aware B2B CRM built specifically for wholesalers, distributors, and manufacturers, integrating real-time inventory and accounting data to manage repeat orders, quoting, and customer retention. Owned by The Access Group, the product serves 1,000+ product businesses across the UK, US, Australia, and New Zealand.
- Ownership category
- akta.pro rank
ProspectSoft industry classification
Industry- Product category
- B2B CRM Software
- NAICS
- Custom Computer Programming Services (541511)
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
- akta.pro secondary industries
- Customer Success & Account Management CRM (HDAEAFAD), Data & Analytics for CRM (Attribution, BI, Predictive) (BPAFAFAE), E-commerce & Retail CRM (Customer Data, Loyalty & Personalization) (HDAEAFAE)
Keywords
Where ProspectSoft is headquartered
LocationHeadquarters
- HQ city
- Stokenchurch
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
ProspectSoft business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- CRM Software Subscription: Annual contract paid monthly for CRM software access. The subscription includes core CRM features, integrations, and support. 90 days notice required prior to renewal date for cancellation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard CRM subscription with all core features included |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
ProspectSoft product offering
Product offeringCore offering
ProspectSoft (now known as Prospect CRM) provides Stock-Aware CRM software purpose-built for B2B wholesalers, distributors, and manufacturers. The platform integrates real-time inventory, accounting, and product data with customer relationship management, enabling sales teams to quote accurately, manage repeat orders, detect churn risk, and identify cross-sell/upsell opportunities through a unified sales-growth focused system.
Product overview
ProspectSoft (now known as Prospect CRM) is a B2B SaaS company owned by The Access Group offering the #1 Stock-Aware CRM for wholesalers, distributors, and manufacturers. The core product is Prospect CRM, a unified sales-growth focused CRM platform that integrates real-time inventory, accounting, and customer data. The portfolio includes the core Prospect CRM platform along with eCommerce capabilities (Prospect eCommerce with B2B portals and web shops), and numerous integrated modules/features including RFM Analysis, AI-powered P.A.I.G.E., Quoting Software, Access Analytics, Opportunity Tracking, Order Processing, Web Enquiry Forms, Problem Tracking, Landing Pages Builder, The Growth Engine framework, End-to-End Reporting, Magic Matrix, Missing Orders Report, Goals, and Customisable Dashboards. The system natively integrates with major accounting platforms (Xero, QuickBooks, Sage 50) and inventory/ERP systems (Unleashed, Cin7, Katana) to provide stock-aware insights throughout the sales process.
Differentiator
Problem solved
Functional benefit
Brands
- Prospect365: The platform/product brand under which Prospect CRM operates, including the CRM system and related software services.
Products and services
- Prospect CRM Stock-Aware CRM software designed for B2B wholesalers, distributors, and manufacturers that integrates real-time inventory and product data with customer relationship management to manage repeat orders, track opportunities, and promise reliable delivery.
- Prospect eCommerce B2B eCommerce offering including B2B Portals, Web Shops, Content Management, and Responsive Websites that enable customers to order on their own schedule with real-time inventory visibility.
- P.A.I.G.E. (Prospect AI Growth Engine) AI-powered intelligence engine providing predictive analytics, churn alerts, and automated insights for B2B sales growth, purpose-built for product-based businesses.
Quantifiable outcome
- Companies can grow up to 5x faster by focusing on retention, upselling, and cross-selling existing customers
- +4 more outcomes
Companies that use ProspectSoft
Customer profileNamed customers15 records
Segments14 records
Ideal customer profiles2 records
ProspectSoft technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability6 records
Feature10 records
ProspectSoft partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core.
- UnleashedcoreOfficial CRM partner for Unleashed inventory management system. Deep two-way integration syncing customer data, sales orders, and inventory information in real-time. Thousands of joint users. Migration support available for customers switching from other CRMs.
- XerocoreXero accounting software integration for seamless financial data sync. Customers frequently cite Xero integration as key benefit, with invoice history visible in CRM and data synchronised automatically.
- Cin7 OmnicoreInventory management system integration for Cin7 Omni (formerly Cin7), providing real-time stock visibility and order processing for distribution businesses.
- Cin7 CorecoreIntegration with Cin7 Core (formerly DEAR Inventory) for cloud-based inventory management with seamless CRM data synchronisation.
- QuickBooks OnlinecoreQuickBooks Online accounting integration for US and international customers, syncing financial data and providing unified customer view.
- Sage 50coreIntegration with Sage 50 accounting software, one of the most widely used UK accounting solutions for small and medium businesses.
- KatanacoreCloud inventory management integration with Katana for manufacturers and product businesses, enabling real-time stock and sales data synchronisation.
- Access DimensionscoreIntegration with Access Dimensions ERP system, part of The Access Group ecosystem. Both Prospect CRM and Access Dimensions owned by The Access Group.
- Access FinancialscoreIntegration with Access Financials accounting software, sibling product within The Access Group portfolio.
- MailchimpcoreEmail marketing integration with Mailchimp for campaign automation, enabling targeted campaigns based on CRM customer data and RFM segmentation.
- GmailcoreGmail integration for email synchronisation and communication tracking within CRM workflow.
- StripecorePayment processing integration via Stripe for taking card payments through quote-to-order workflow, enabling online customer payment authorisation.
- The Access GroupcoreParent company and strategic partner. Prospect CRM (formerly Prospectsoft) is owned by The Access Group, providing shared resources across product portfolio including Access Dimension, Access Financials, and Access FactoryMaster integrations.
Scale indicators9 records
Recent moves6 records
Expansion highlights5 records
ProspectSoft competitors and assessment
Company assessmentBroad incumbents
- Salesforce: Salesforce is the dominant horizontal CRM incumbent and ProspectSoft's primary displacement target per its comparison pages. Comparable as a broad enterprise CRM whose cost inefficiencies ProspectSoft directly attacks with 50%+ savings messaging.
- HubSpot CRM: HubSpot is a broad incumbent CRM and marketing platform for SMB and mid-market. Comparable as a horizontally adjacent CRM with growing inventory/commerce features that could rival ProspectSoft in the wholesale segment.
Direct peers
- Insightly: Insightly is an SMB-focused CRM with project and inventory-light features. Directly comparable as a competing SMB CRM often weighed against ProspectSoft in switch evaluations from Salesforce.
- SugarCRM: SugarCRM is a mid-market sales, marketing and service CRM. Comparable as a direct CRM peer at the mid-market tier where ProspectSoft also targets via integrated demos and inventory-aware selling.
- Apptivo: Apptivo is a cloud CRM with sales, invoicing and supply-chain modules targeting SMBs. Comparable as a direct SMB CRM peer with overlapping customer base of product sellers and similar bundled pricing model.
- Pipedrive: Pipedrive is a sales-led B2B CRM focused on SMB and mid-market pipeline management. Comparable as a directly competing sales-CRM targeting the same SMB product businesses with comparable subscription pricing.
- Zoho CRM: Zoho CRM is a broad CRM with deep functionality at low price points used by SMBs worldwide. Directly comparable to ProspectSoft as a competing CRM-on-product-businesses landscape, particularly for cost-sensitive switchers off Salesforce.
- Brightpearl (Sage): Brightpearl is a retail/wholesale operations platform combining CRM, order management and inventory for product-based SMBs. Directly comparable to ProspectSoft because both target product sellers needing inventory-sales integration.
Emerging players
- Cin7: Cin7 is an inventory management platform with growing order and CRM-adjacent functionality. Comparable because it is both an integration partner and a potential disintermediation threat as it expands upstream into customer and sales workflows.
Others
- Unleashed (The Access Group): Unleashed is an inventory management product owned by ProspectSoft's parent, The Access Group. Comparable as the closest sibling product, jointly marketed and co-integrated with Prospect CRM, and a key bundling vector for the Access Group portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ProspectSoft social profiles
Digital presenceProspectSoft financial estimates
Financial estimateRevenue estimate
Valuation estimate
ProspectSoft leadership team
Management profileNumber of profiles
Profiles5 records
ProspectSoft funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ProspectSoft M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ProspectSoft
What does ProspectSoft do?
ProspectSoft (now known as Prospect CRM) provides Stock-Aware CRM software purpose-built for B2B wholesalers, distributors, and manufacturers. The platform integrates real-time inventory, accounting, and product data with customer relationship management, enabling sales teams to quote accurately, manage repeat orders, detect churn risk, and identify cross-sell/upsell opportunities through a unified sales-growth focused system.
Is ProspectSoft a public or private company?
ProspectSoft is a private company. It is classified as corporate owned and is currently operating.
When was ProspectSoft founded?
ProspectSoft was founded in 2000. It employs 101 to 250 people.
Where is ProspectSoft based?
ProspectSoft is headquartered in Stokenchurch, United Kingdom, in the Europe region.
How does ProspectSoft make money?
One revenue line is on record: CRM Software Subscription.
Who are ProspectSoft's main competitors?
Broad incumbents on record are Salesforce and HubSpot CRM. Direct peers are Insightly, SugarCRM, Apptivo, Pipedrive, Zoho CRM and Brightpearl (Sage). Cin7 is listed as an emerging player. Unleashed (The Access Group) is listed as an others.
Does ProspectSoft have an API?
No public API is recorded for ProspectSoft.
What industry is ProspectSoft in?
ProspectSoft's product category is B2B CRM Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAD, Customer Success & Account Management CRM. Its NAICS code is 541511.