Prospect CRM

Make customers aware of products they're not buying to drive upsell and cross-sell using the CRM's Magic Matrix & Campaign Activities!

Using the Magic Matrix to Increase Customer Lifetime Value (CLTV)

Strategically generate more sales using the Magic Matrix!

Magic Matrix Dashboard

This article runs through some of the most common actions performed during setup of the Magic Matrix.

Configuring the Magic Matrix

Learn how to use Magic Matrix to identify which products you could be selling more of.

Understanding the Magic Matrix

Jessica Nash

Alan Molina

Get your Magic Matrix set up and browse our FAQs to unlock the power of CRM cross-sell and upsell capabilities!

The Magic Matrix

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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