What is the CRM?
CRM, previously known as Prospect, 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, CRM helps you manage customer relationships while maintaining full visibility of your stock levels and sales data.
Why use a CRM with Unleashed?
The integration between CRM 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 CRM-Unleashed integration automatically synchronises key business data between both systems, eliminating the need for manual data entry and reducing the risk of errors.
The following information automatically transfers from Unleashed to CRM:
Customers
Suppliers
Products
Sales
Purchases
Bill of Materials
System Settings
New data created in the CRM automatically flows back to create the record or transaction in Unleashed:
New Customers
New Products
New Sales
For further details on how Unleashed and CRM integrate and share data, see the following support articles:
Get a CRM with Unleashed Suites
For customers of Unleashed Suites, with subscriptions to either the Pro or Core, add one of the following CRM modules to your subscription:
Sales Growth
Marketing Accelerator
CRM
These modules are tiered by functionality and available to add to your plan via your Billing page or by selecting the module in Unleashed's main menu and clicking 'Add Now'.
Start a free trial from Unleashed
If you're new to Prospect CRM, start a free trial of either the Sales Growth, Marketing Accelerator or CRM:
From Unleashed's main menu, select either Sales Growth, Marketing Accelerator or CRM.
Click the green 'Create a free trial' button.
You'll be prompted to authorise CRM's access to your account's data. Select 'Allow Access'.
The integration will automatically build your trial and configure the integration. Once complete, select 'Go to existing Account'.
Your integration will be fully configured and ready to use.
Sign in through Unleashed
If you already have a CRM module account, you can access it directly through Unleashed:
From Unleashed's main menu, select either Sales Growth, Marketing Accelerator or CRM.
If your user email matches your CRM module's user email, the integration will recognise you as an existing user, and click 'Go to existing account'.
You'll be automatically signed in to your CRM account.
Request access to the CRM
If a CRM module is already activated on your Unleashed account, but you don't have direct access:
From Unleashed's main menu, select either Sales Growth, Marketing Accelerator or CRM.
If your email doesn't match an existing CRM module user, click 'Request permission to existing account'.
Click 'Request Access' in the CRM module tab that opens.
A request email will be sent to your CRM Administrator to approve.
Once approved, you'll be able to access the CRM through Unleashed.
Getting Support with CRM
The CRM maintains direct ownership of the Unleashed integration. If you have any queries regarding Prospect CRM or its integration with Unleashed, contact the Prospect CRM Support team.