Migrate your Prospect CRM data
Stock-aware CRM built for B2B distributors, wholesalers, and manufacturers. Pulls live inventory data from back-office systems into quotes and pipelines, keeping sales aligned with real stock availability.
In its favor
Why people choose Prospect CRM
The signal that keeps Prospect CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Stock-aware quoting with live inventory pulled from back-office systems — keeps sales teams from quoting out-of-stock items and aligns quote generation with real stock availability.
Exceptional customer support rated in over 120 reviews as consistently responsive and knowledgeable, particularly valued by small and mid-market teams.
User-friendly interface praised for being simple to navigate without overload, making adoption faster for non-technical sales teams.
Deep integrations with inventory management platforms like Unleashed, DEAR, TradeGecko, and accounting tools like Xero, described by customers as fitting like a hand in a glove.
First-class onboarding with setup and training frequently highlighted as smooth and supportive across G2 and Capterra reviews.
Overpromised by sales — multiple reviewers on G2 report the sales team promised features and capabilities that did not materialise after implementation, creating frustration and distrust.
Poor reporting and limited analytics — users cite insufficient reporting features that make it difficult to extract the data needed to understand sales performance and customer behaviour.
Arbitrary and difficult cancellation process — reviewers describe opaque cancellation procedures and arbitrary policies that make exiting the contract burdensome compared to monthly-cancel competitors.
Connectivity and integration issues — some users report frustrating connectivity problems with Prospect CRM and challenges integrating with daily tools, creating data sync delays and manual double-entry.
Overwhelming customisation without adequate support — small business users report that the customisation options are too extensive to manage without dedicated implementation support.
Reasons to switch
Why people leave Prospect CRM
The recurring reasons buyers give for replacing Prospect CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Prospect CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Prospect CRM pricing overview
Prospect CRM uses a flat-rate per-tier model rather than a pure per-user model. The Start-Up plan is rigidly fixed at 4 users, creating a forced tier jump for teams of 5. All tiers include integrations with back-office systems. Annual contracts paid monthly with a 90-day cancellation notice before renewal are required across all plans.
Start-Up CRM
Tier 1 of 3
£177/month ($243 USD), fixed at 4 users
What's included
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What gets migrated
Prospect CRM object support
Object-by-object support for Prospect CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedCore contact records with standard fields (name, email, phone, address) migrate cleanly. We map them directly to Contacts in most destination CRMs and preserve any custom Contact properties as custom fields.
Companies
Fully supportedCompany/Account records, including associated contact links and company-level fields, are well-structured in Prospect CRM. We migrate them as parent records before Contacts to maintain referential integrity.
Deals
Fully supportedDeals with pipeline stage assignments, values, and ownership migrate 1:1. We preserve the pipeline name and stage name mapping explicitly since stage IDs are not portable across CRMs.
Pipeline Stages
Mapping requiredProspect CRM's pipeline stage definitions (e.g., custom statuses like 'Quoted', 'Awaiting Stock') require explicit mapping to the destination CRM's stage schema. We capture stage order and rename rules during scoping.
Products
Mapping requiredProduct catalog data including SKU, pricing, and description migrates directly, but the stock-aware flag and live inventory linkage require mapping to the destination's inventory integration or custom fields since not all CRMs have native stock awareness.
Activities
Mapping requiredActivity history including notes, calls, emails, and tasks migrates as chronological entries. Activity type labels may differ between platforms; we map them to the closest equivalent and flag any untranslatable types.
Problem Pipelines
Mapping requiredProspect CRM's dedicated Problem Pipelines for tracking customer issues (delivery problems, returns, complaints) is a non-standard object. We migrate Problem records as Tickets or Cases in the destination CRM and preserve Status, Outcome, and linked Customer fields.
RFM Segments
Mapping requiredRecency, Frequency, Monetary value segmentation data is stored as a Prospect CRM-specific classification. We export segment assignments as a custom Contact property in the destination CRM.
Custom Fields
Mapping requiredCustom fields on Contacts, Companies, and Deals migrate as custom properties in the destination. We capture field type (dropdown, date, number) to ensure validation rules are set correctly post-import.
Users / Team Members
Mapping requiredUser records including names, email addresses, and role assignments migrate as User or Owner records. The Start-Up plan's fixed 4-user ceiling does not constrain export; we map all active users and flag which ones exceed target-plan seat limits.
Attachments
Mapping requiredFile attachments on Deals, Contacts, and Problems are migrated via URL reference or re-uploaded to the destination CRM's document storage. We flag any attachment size limits in the target platform that may cause re-upload failures.
Integrations / Connections
Not in this platformProspect CRM's native integration links to back-office systems (Unleashed, DEAR, QuickBooks, Xero) are connection-level settings that do not export as data. The integrations must be re-established manually in the destination CRM post-migration.
Workflows and Automations
Not in this platformWorkflow rules, automated follow-up sequences, and quote-generation automations are platform-specific configuration that cannot be migrated structurally. We document the active workflow logic for manual re-implementation in the destination platform.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Core contact records with standard fields (name, email, phone, address) migrate cleanly. We map them directly to Contacts in most destination CRMs and preserve any custom Contact properties as custom fields. |
| Companies | Fully supported | Company/Account records, including associated contact links and company-level fields, are well-structured in Prospect CRM. We migrate them as parent records before Contacts to maintain referential integrity. |
| Deals | Fully supported | Deals with pipeline stage assignments, values, and ownership migrate 1:1. We preserve the pipeline name and stage name mapping explicitly since stage IDs are not portable across CRMs. |
| Pipeline Stages | Mapping required | Prospect CRM's pipeline stage definitions (e.g., custom statuses like 'Quoted', 'Awaiting Stock') require explicit mapping to the destination CRM's stage schema. We capture stage order and rename rules during scoping. |
| Products | Mapping required | Product catalog data including SKU, pricing, and description migrates directly, but the stock-aware flag and live inventory linkage require mapping to the destination's inventory integration or custom fields since not all CRMs have native stock awareness. |
| Activities | Mapping required | Activity history including notes, calls, emails, and tasks migrates as chronological entries. Activity type labels may differ between platforms; we map them to the closest equivalent and flag any untranslatable types. |
| Problem Pipelines | Mapping required | Prospect CRM's dedicated Problem Pipelines for tracking customer issues (delivery problems, returns, complaints) is a non-standard object. We migrate Problem records as Tickets or Cases in the destination CRM and preserve Status, Outcome, and linked Customer fields. |
| RFM Segments | Mapping required | Recency, Frequency, Monetary value segmentation data is stored as a Prospect CRM-specific classification. We export segment assignments as a custom Contact property in the destination CRM. |
| Custom Fields | Mapping required | Custom fields on Contacts, Companies, and Deals migrate as custom properties in the destination. We capture field type (dropdown, date, number) to ensure validation rules are set correctly post-import. |
| Users / Team Members | Mapping required | User records including names, email addresses, and role assignments migrate as User or Owner records. The Start-Up plan's fixed 4-user ceiling does not constrain export; we map all active users and flag which ones exceed target-plan seat limits. |
| Attachments | Mapping required | File attachments on Deals, Contacts, and Problems are migrated via URL reference or re-uploaded to the destination CRM's document storage. We flag any attachment size limits in the target platform that may cause re-upload failures. |
| Integrations / Connections | Not in this platform | Prospect CRM's native integration links to back-office systems (Unleashed, DEAR, QuickBooks, Xero) are connection-level settings that do not export as data. The integrations must be re-established manually in the destination CRM post-migration. |
| Workflows and Automations | Not in this platform | Workflow rules, automated follow-up sequences, and quote-generation automations are platform-specific configuration that cannot be migrated structurally. We document the active workflow logic for manual re-implementation in the destination platform. |
Gotchas
What to watch for in Prospect CRM migrations
Issues we've hit on past Prospect CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Start-Up plan is fixed at exactly 4 users with no flexibility
Annual contract with 90-day cancellation notice is migration-blocking
Version 6 to Prospect CRM cloud migration is a full platform rewrite
Problem Pipelines use non-standard CRM terminology
Native integrations cannot be migrated and must be rebuilt
| Severity | Issue |
|---|---|
| High | Start-Up plan is fixed at exactly 4 users with no flexibility |
| High | Annual contract with 90-day cancellation notice is migration-blocking |
| High | Version 6 to Prospect CRM cloud migration is a full platform rewrite |
| Medium | Problem Pipelines use non-standard CRM terminology |
| Medium | Native integrations cannot be migrated and must be rebuilt |
Leaving Prospect CRM?
Where Prospect CRM customers move next
12 destinations Prospect CRM can migrate to.
How a Prospect CRM migration works
Four steps, Prospect CRM-specific
Connect
API key and OAuth into Prospect CRM. Scopes limited to read-only on the data we move.
Map
We translate Prospect CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Prospect CRM quirks before production.
Migrate
Full migration with Prospect CRM rate-limit handling. Rollback available throughout.
FAQ
Prospect CRM migration FAQ
Answers to the questions buyers ask most during Prospect CRM migration scoping. Not seeing yours? Book a call.
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Migrate Prospect CRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Prospect CRM setup and destination — written quote back within a business day.