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How to Take a Free Trial
How to Take a Free Trial

This article outlines how to take a Free Trial of the CRM & eCommerce Platform.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Stock-Aware CRM is a new type of CRM specifically designed for Wholesalers, Distributors and Manufacturers who sell physical products from stock B2B. It integrates product, inventory and customer sales data, to streamline B2B CRM processes. Your team will save time, increase sales, retain customers and maximise profits. 

Step 1: Navigate to Sign Up Page

To take a Free Trial of the CRM, navigate to Here, we just need a few details about you before creating your Free Trial including your email address and the Accounting/ERP/Inventory Management system you use.

Step 2: Verify your Email Address

We'll have sent an email to the address you provided, asking you to verify your email address.

Simply go to your email client and press 'Verify my account' on the email from us. You'll then be taken to the next step of the sign up process in your browser.

Step 3: Finalise your Account Details

You'll automatically be directed to a form asking you to fill out a bit more information about yourself, including your name, telephone number and password. Once you've filled this out, simply press 'Start my Free Trial' and you'll be taken to your trial account in just a few moments where you can then configure the integration to your Accounting/ERP/Inventory Management system.

We'd always recommend booking in a demonstration to ensure you get the most out of your 14 Day Free Trial. This is completely free, and is a chance for us to learn a bit more about your business requirements, as well as a great opportunity for you and your colleagues to ask us any questions you may have before trialing the system.

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