Advice and answers from the ProspectSoft Team
Getting Started with Prospect CRM
New to the system? These articles will take you through the basics, helping you get the system up and running.
The Magic Matrix
Get your Magic Matrix set up and browse our FAQs to unlock the power of Prospect CRM’s cross-sell and upsell capabilities!
RFM Analysis
Our RFM Analysis articles guide you through the essentials of customer segmentation - from initial setup to the analysis of your data.
Quote-to-Order Workflow
Discover how Prospect CRM can help you increase your quote-to-order workflow productivity, and explore the capabilities of our quoting functions.
General Settings & Configuration
These articles demonstrate the flexibility of your system settings, so you can start configuring Prospect CRM to suit your business needs.
General Help & FAQs
Need help with your system? Browse the most frequently asked questions and find a quick solution.
Sales Opportunity Process
Start capturing leads and progressing them through your opportunity pipelines with the help of these articles.
Customer Service
Learn all you need to know about problem pipelines, customer service reports & Prospect CRM’s ticketing system.
Documents, Libraries and Email Integration
Find out how to use Prospect CRM to create, save, import & export documents.
CRM Libraries
Get to know Prospect CRM’s Library feature and connect your trade portal to create a unified experience with online orders.
Reporting
Sort, filter & analyse your data with Prospect CRM’s report building tool as these articles walk you through the steps to create the ultimate metrics manager.
eCommerce
Learn how to establish an online presence with Prospect CMS and start generating traffic to optimise your sales growth.
Marketing
Explore all things Marketing with our articles to help you generate leads, set up campaign activities & get more contacts in your system.
Developer & API
Discover some of the more complex functions available with Prospect CRM, and get technical with our productivity integration partners.
Prospect CRM Dashboards
Get to grips with the Prospect CRM interface by learning more about the various dashboards available on your system.
Integrations
Connect your apps with Prospect CRM and learn more about making the most of our integration capabilities.
Release Notes
Stay up to date with what's new in Prospect CRM with our latest versions release notes.
Free Trial Material
Just signed up? This is your one-stop shop for all things Prospect CRM to help you make the most of your Free Trial!