Migrate your Prospects CRM data
Stock-aware CRM for B2B wholesalers, distributors, and manufacturers. It ties customer records to live inventory data so sales teams quote only from confirmed stock.
In its favor
Why people choose Prospects CRM
The signal that keeps Prospects CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Real-time inventory visibility during quoting stops sales teams from promising stock they do not have, which is the core pain point for product businesses moving from generic CRMs.
Strong native integrations with Unleashed, Katana, Cin7, Xero, QuickBooks Online, Sage 50, and Access Dimensions reduce the need for middleware workarounds.
The Magic Matrix and RFM segmentation tools give sales managers a ready-made prioritisation framework without building it from scratch in a new system.
Per-user pricing with a 4-user minimum keeps costs predictable for small sales teams, especially when compared to per-contact billing models at scale.
Customers describe the interface as intuitive and easy to navigate, reducing the onboarding friction that typically derails CRM adoption in smaller sales organisations.
The marketing functions are described as underpowered by multiple reviewers, pushing teams that need campaign automation to pair it with a dedicated marketing platform or leave entirely.
Some users report connectivity issues and CRM stability concerns that create friction during high-activity selling periods.
A number of reviewers flag limited features compared to broader CRM platforms, noting that growing teams eventually outpace what the stock-aware feature set covers.
Some reviewers identify the platform as inefficient or limiting for their specific workflows, suggesting the product is tailored to a specific vertical rather than broadly applicable.
Reasons to switch
Why people leave Prospects CRM
The recurring reasons buyers give for replacing Prospects CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Prospects 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
Prospects CRM pricing overview
Prospects CRM uses per-user pricing with a minimum of 4 users on the Professional tier. Additional users are added at a fixed monthly rate, making it straightforward to budget as the team grows. Published pricing is available on the official website; enterprise tiers and feature add-ons require a sales conversation.
Starter
Tier 1 of 2
£177/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Prospects CRM's schedule — see our quote-based pricing →
What gets migrated
Prospects CRM object support
Object-by-object support for Prospects CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard contact record with name, email, phone, address, and company association. Exports cleanly as CSV. We map each field 1:1 to the destination Contact object and flag any custom properties for manual review.
Companies
Fully supportedCompany-level record holds billing address, industry, and size data. Linked to Contacts via a one-to-many relationship. We preserve the relationship at import time using the destination CRM's account-to-contact linking mechanism.
Deals
Mapping requiredDeals in Prospects CRM carry pipeline stage, value, close date, and owner assignment. The Magic Matrix score is stored as a custom field on the Deal. We map standard fields directly and carry the Magic Matrix score as a custom numeric field in the destination CRM.
Pipelines
Mapping requiredProspects CRM supports custom pipeline stages tailored to the sales process. Stage names and order vary per customer. We extract the full stage list during discovery and map each to an equivalent stage in the destination pipeline, flagging any stage logic or automation attached to them.
Products
Fully supportedProduct records include SKU, description, pricing, and stock level when connected to integrated inventory platforms. We export the full product catalogue as a separate object and link it to Deals via the imported product ID.
Orders
Mapping requiredHistorical order data links Customers to Products with quantities, values, and timestamps. Orders map as Opportunities with line items in most destination CRMs. We normalise the order structure into a format the target system can ingest.
Activities
Mapping requiredActivity history includes calls, emails, and notes linked to Contacts or Deals. The schema is flat rather than nested, so we flatten the export and reconstruct activity timelines in the destination CRM.
RFM Segments
Mapping requiredRFM (Recency, Frequency, Monetary) segmentation is a Prospect CRM feature that scores customer groups. This is a calculated value not present in standard CRMs. We export it as a custom Contact property and document the segment definitions for manual reassignment in the destination system.
Users
Fully supportedUser records include name, email, and role. Owner assignments on Deals and Activities reference these records. We export the user list and map to the destination user IDs, flagging any inactive users for archival handling.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard contact record with name, email, phone, address, and company association. Exports cleanly as CSV. We map each field 1:1 to the destination Contact object and flag any custom properties for manual review. |
| Companies | Fully supported | Company-level record holds billing address, industry, and size data. Linked to Contacts via a one-to-many relationship. We preserve the relationship at import time using the destination CRM's account-to-contact linking mechanism. |
| Deals | Mapping required | Deals in Prospects CRM carry pipeline stage, value, close date, and owner assignment. The Magic Matrix score is stored as a custom field on the Deal. We map standard fields directly and carry the Magic Matrix score as a custom numeric field in the destination CRM. |
| Pipelines | Mapping required | Prospects CRM supports custom pipeline stages tailored to the sales process. Stage names and order vary per customer. We extract the full stage list during discovery and map each to an equivalent stage in the destination pipeline, flagging any stage logic or automation attached to them. |
| Products | Fully supported | Product records include SKU, description, pricing, and stock level when connected to integrated inventory platforms. We export the full product catalogue as a separate object and link it to Deals via the imported product ID. |
| Orders | Mapping required | Historical order data links Customers to Products with quantities, values, and timestamps. Orders map as Opportunities with line items in most destination CRMs. We normalise the order structure into a format the target system can ingest. |
| Activities | Mapping required | Activity history includes calls, emails, and notes linked to Contacts or Deals. The schema is flat rather than nested, so we flatten the export and reconstruct activity timelines in the destination CRM. |
| RFM Segments | Mapping required | RFM (Recency, Frequency, Monetary) segmentation is a Prospect CRM feature that scores customer groups. This is a calculated value not present in standard CRMs. We export it as a custom Contact property and document the segment definitions for manual reassignment in the destination system. |
| Users | Fully supported | User records include name, email, and role. Owner assignments on Deals and Activities reference these records. We export the user list and map to the destination user IDs, flagging any inactive users for archival handling. |
Gotchas
What to watch for in Prospects CRM migrations
Issues we've hit on past Prospects CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Inventory integrations must be active before migration scoping
Magic Matrix and RFM scores require manual reconfiguration in destination
Pipeline stage names are customer-defined and non-standard
Historical order data structure varies with connected accounting platforms
| Severity | Issue |
|---|---|
| High | Inventory integrations must be active before migration scoping |
| Medium | Magic Matrix and RFM scores require manual reconfiguration in destination |
| Medium | Pipeline stage names are customer-defined and non-standard |
| Low | Historical order data structure varies with connected accounting platforms |
Leaving Prospects CRM?
Where Prospects CRM customers move next
12 destinations Prospects CRM can migrate to.
How a Prospects CRM migration works
Four steps, Prospects CRM-specific
Connect
Not publicly documented into Prospects CRM. Scopes limited to read-only on the data we move.
Map
We translate Prospects CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Prospects CRM quirks before production.
Migrate
Full migration with Prospects CRM rate-limit handling. Rollback available throughout.
FAQ
Prospects CRM migration FAQ
Answers to the questions buyers ask most during Prospects CRM migration scoping. Not seeing yours? Book a call.
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