What is Prospect CRM?
Prospect CRM is the leading stock-aware Customer Relationship Management (CRM) system designed specifically for wholesalers, distributors, and manufacturers. As a perfect complement to Unleashed's powerful inventory management capabilities, Prospect CRM helps you manage customer relationships while maintaining full visibility of your stock levels and sales data.
Why use Prospect CRM with Unleashed?
The integration between Prospect and Unleashed creates a seamless flow of critical business data between your inventory management and customer relationship systems. This powerful combination ensures your sales team always has up-to-date stock information when engaging with customers, while your inventory team can track sales patterns and customer demands more effectively.
How the integration works
The Prospect-Unleashed integration automatically synchronizes key business data between both systems, eliminating the need for manual data entry and reducing the risk of errors.
Data flow
The following information automatically transfers from Unleashed to Prospect:
Customers
Suppliers
Products
Sales
Purchases
Bill of Materials
System Settings
New data created in Prospect automatically flows back to create the record or transaction in Unleashed:
New Customers
New Products
New Sales
The links below provide further details on how Unleashed and Prospect integrate and share data:
Getting Started
Ready to enhance your sales process with stock-aware CRM capabilities? Start your free trial today and experience how Prospect CRM can transform your customer relationship management while keeping you connected to real-time inventory data.
Once the Prospect integration is active, all users in your Unleashed account can gain access using their existing Unleashed login credentials. The system uses email matching to determine access levels and permissions.
Start a Free Trial
If you're new to Prospect CRM, the easiest way to get started is through the seamless Single Sign Up process:
From the main menu, go to CRM.
Click the green "Create a free trial" button.
You'll be prompted to authorize Prospect CRM's access to your account's data. Select "Allow Access".
The integration will automatically build your Prospect trial and configure the integration. Once complete, select "Go to existing Account".
Your integration will be fully configured and ready to use
Single Sign On
If you already have a Prospect CRM account, you can access it directly through Unleashed:
From the main menu, go to CRM.
If your user email matches your Prospect user email, the integration will recognize you as an existing user, and click "Go to existing account".
You'll be automatically signed in to your Prospect account.
Request Access
If Prospect CRM is already integrated with your company's account, but you don't have personal access:
From the main menu, go to CRM.
If your email doesn't match an existing Prospect user, click "Request permission to existing account".
Select "Request Access" in the Prospect tab that opens.
A request email will be sent to your Prospect Administrator to approve.
Once approved, you'll be able to access Prospect using the Single Sign-On method.
Getting Support
Since Prospect CRM maintains direct ownership of the integration, all integration-related support, feedback, and suggestions should be directed to the Prospect team:
General Support: help@prospectsoft.com
Sales Inquiries: sales@prospectsoft.com
Website: ProspectSoft.com