Prospect CRM

Prospect CRM

Prospect is a new type of Stock-Aware CRM that's specifically designed for growing Wholesale, Distributor and Manufacturing businesses that sell physical products B2B. Prospect CRM integrates product, inventory and customer sales data, to streamline your B2B sales processes.

See Prospect CRM's documentation for Cin7 Core.

Prerequisites

  • Cin7 Core account (Free trial is sufficient)

  • Prospect account (Free trial is sufficient)

  • Users will need the Settings: Cin7 Core API Setup permission in order to connect Prospect CRM.

 

Basic Information

Cin7 Core pushes this information to Prospect CRM:

  • Currencies

  • Tax Rules

  • Locations

  • Customers

  • Suppliers

  • Products and Inventory

  • Orders, Invoices, Credits

 

Prospect CRM pushes this information to Cin7 Core:

  • New Sales

  • New Products (feature coming soon)

  • New Customers (feature coming soon)

Connect Cin7 Core to Prospect CRM

Login to Prospect, and follow the wizard to connect to your accounting system and inventory management system.

In the Welcome page within your Free Trial account, the first section is Getting Started. Click the Configure Now button to begin.

If the Welcome page isn't already open, then go to https://crm.prospect365.com/welcome or click the icon in the top right of the screen - it's a tick/setup-tasks icon, as shown in the video below.

In the pop up, select Cin7 Core from the drop-down list, then click 'Next'.




Once you've pasted the ID and Key into the fields in the CRM, press the blue Next button. Once connected, you'll then see a message saying that your data is being processed. Depending on how much data you have to import this process can take a short while to complete e.g. if you have lots of customers, products and sales history, it'll take a little longer.

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