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Integration

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Integration with Asana

All tasks related to a customer pulled through into a prospect board and specific 'card' for a client
Guest about 2 years ago in Integration 1

Use Dear integration to pull details of Credit note, number and value into relevant issue.

When a problem/issue results in a credit being issued, Prospect should pull the credit note number and value to the appropriate problem record. This would reduce time in manually updating the record and ensure accuracy of the customer record.
Guest almost 3 years ago in Cin7 Core 0

Contact Sync to work with 1 Sales Ledger to Many Companies

Currently the Contact Sync will only work for the Default Company on the Sales Ledger but if you have many Companies attached to the 1 ledger this means the Contacts for the other Companies won't be included in the sync.
Guest about 1 year ago in Unleashed 1

Custom Value Field Instead Of Dropdown

Right now, sales teams have to pick from a dropdown values when adding an opportunity to the system. It would be nice if this could be customised by sales. For anyone crafting bespoke services for clients, it's important to input specific values. ...
Guest over 2 years ago in Other 1

Cin7 Core Service Sale integration

When selling only a service item, Cin7 requires this to be a Service Sale rather than an order so then it can be authorised and the process completed which is different to a product Order. The CRM should support this in a way that when only a serv...
Guest 9 months ago in Cin7 Core 1

Integrate to the archived products in Xero

Customers that have archived products in Xero that show in Prospect, will find it very useful if we integrated to that field.
Guest almost 4 years ago in Xero 2

Creating a Prospectsoft AI add in to Outlook/emails to extract information

I've started to use Copilot to extract product codes and quantities from customers emails to generate a table with that information and then copy and import it into a quote. This decreases the amount of time inputting into an order and also the nu...
Guest 5 months ago in Integration 0

Signup with Xero: Add ability to sign up a second organisation

If a user already has a workspace for one Xero Org, then goes to click the signup button again for another Xero Org - currently this user cannot signup. Can we instead log the user in using Single Sign On (SSO) and pop up an information banner in ...
Guest almost 2 years ago in Xero 0

Sync Order Memo from Cin7 Core

Our sales representatives often key in important information when taking an order from a customer against the Order Memo field in Cin7 Core (e.g. why a customer didn't order a certain item, etc.) that would be useful to have in Prospect.
Guest 5 months ago in Cin7 Core 0

Filter out 'Closed' companies on the 'Needs Engagement' report

Companies that have shut down are still being recognised on the CRM as companies that 'need engagement' which isn't really necessary. If you delete the company from the CRM it won't show up anymore, however it would be good to have an option to fi...
Guest over 2 years ago in Other 0