Free Trial Material
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12 articles
How to Take a Free TrialThis article outlines how to take a Free Trial of the 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.
Missing OrdersLearn how Missing Orders 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 the CRM and set up the integration to your Accounting/Inventory Management System.
Making Sure Processes are FollowedUsing Problem Pipelines to make sure Customer Service processes are followed.
Quick QuotingLightning-fast quoting from anywhere using the 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 CRM Opportunities to track & close new business sales.
How do I Set up my Integration?If you're on a Free Trial of the CRM, set up the integration to your Accounting/Inventory Management System to get ROI from day 1!