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Just signed up? This is your one-stop shop for all things Prospect CRM to help you make the most of your Free Trial!

Isobel Honour avatarJessica Nash avatar
2 authors13 articles
How to Take a Free TrialThis article outlines how to take a Free Trial of the Prospect Stock-Aware CRM & eCommerce Platform.
What is Onboarding and Why is it Important?Product-based businesses must successfully onboard customers to turn them into loyal, long-term customers.
PAIGE & Predicted Churn AlertsLearn how our A.I. driven Predicted Churn Alerts pro-actively identify customers you're at risk of losing - even before you've lost them.
Hints & Tips when Setting up UnleashedA few hints & tips to guarantee a successful integration with Unleashed!
Hints & Tips when Setting up Cin7 Core (DEAR Inventory)A few hints & tips to guarantee a successful integration with Cin7 Core (DEAR Inventory)!
Hints & Tips when Setting up QuickBooks CommerceA few hints & tips to guarantee a successful integration with QuickBooks Commerce!
Benefits of an Integrated CRMBenefit from all the exciting Stock-Aware features in Prospect and set up the integration to your Accounting/Inventory Management System.
Making the Most your DataWhere to find useful CRM reports to make the most of your data.
Making Sure Processes are FollowedUsing Problem Pipelines to make sure Customer Service processes are followed.
Quick QuotingLightning-fast quoting from anywhere using Prospect CRM.
Turning Problems into a SuccessHow to record and utilise Problems in the CRM to ensure customer issues result in a successful outcome.
Making the most of an OpportunityHow to utilise Prospect CRM Opportunities to track & close new business sales.
How do I Set up my Integration?If you're on a Free Trial of Prospect CRM, set up the integration to your Accounting/Inventory Management System to get ROI from day 1!