Prospect CRM

Prospect CRM

ProspectSoft
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+
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Roofers, Remodelers, Contractors, Home Service Industry

Audience

Wholesalers, distributors, and manufacturers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us
Free Version
Free Trial

Pricing

£22.50 per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 3.0 / 5
support 4.5 / 5
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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

JobNimbus
Founded: 2011
United States
www.jobnimbus.com/try/

Company Information

ProspectSoft
Founded: 2002
United Kingdom
www.prospectsoft.com

Alternatives

Alternatives

BidBook

BidBook

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Spotler CRM

Spotler CRM

Spotler
360e

360e

360 Enterprises
Zendesk Sell

Zendesk Sell

Zendesk

Categories

Categories

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Contractor Management Features

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Remodeling Estimating Features

Cost Database
Quote Management

Residential Construction Estimating Features

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

Restoration Management Features

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

Roofing Features

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Distribution Features

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Manufacturing Features

Accounting Integration
ERP
Maintenance Management
MES
MRP
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Integrations

Mailchimp
Bodhi
Enerflo
Exchequer
Google Calendar
Hatch
InsulationScope
Integry
Katana Cloud Inventory
PHOTO iD by U Scope
Podium
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
Quickwork
SalesRabbit
Simplii
Stripe
SumoQuote
Zapier

Integrations

Mailchimp
Bodhi
Enerflo
Exchequer
Google Calendar
Hatch
InsulationScope
Integry
Katana Cloud Inventory
PHOTO iD by U Scope
Podium
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
Quickwork
SalesRabbit
Simplii
Stripe
SumoQuote
Zapier
Claim Prospect CRM and update features and information
Claim Prospect CRM and update features and information