What’s New From Inventory to Sales: Optimising your Quote-to-Order Workflow

Unlock more with Unleashed & Prospect CRM. Stay ahead with the latest Prospect CRM enhancements designed to make your Unleashed integration even more powerful.

Inventory & Sales Management Made Easier

Whether you’re new to Prospect CRM or already using it to streamline your sales and stock processes, these updates bring smarter automation, improved efficiency, and even greater control over your business operations.

Watch our quick demos and explore how these new features can help you save time, reduce manual effort, and optimise your workflow – so you can focus on growing your business.

Unleash the magic of a seamless quote-to-order workflow – take the test now!

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Latest Features & Enhancements: Smarter, Faster, More Connected

Back-to-Back Purchase Order Creation

No more juggling purchase orders when stock runs low! Our intuitive wizard highlights items with insufficient stock as soon as a quote or sales order is confirmed. Easily select your preferred suppliers, and Prospect CRM will group purchase requests and push them into Unleashed – ready for approval.

Live Unleashed Quantity Updates

Adjust order quantities directly within Prospect CRM, and see the changes instantly reflected in Unleashed – even after confirmation. This real-time update ensures smoother order management and prevents misalignment between systems.

Quicker Setup with Unleashed

We’ve made it even easier to integrate Prospect CRM with Unleashed. Our latest enhancement simplifies the data migration process, allowing our Customer Support team to quickly push your customer and product data into Unleashed – even before full integration is set up. This unparalleled transition ensures a faster, smoother process, letting you get up and running with Unleashed without the hassle.

Recently Released: Making Prospect CRM Even More Powerful

Sync Multiple Contacts with Unleashed Sales Ledger

Now, when setting up a new Unleashed customer account, you decide which CRM contacts to sync. Select key decision-makers, ensure all essential contacts are included, and even choose a primary contact for seamless Unleashed integration.

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Send Contacts to Unleashed

Need to sync a contact with Unleashed? If two-way sync is enabled, a new button on CRM contact records makes it effortless. Click to sync, and instantly see its status – keeping your systems aligned without the hassle.

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Magic Matrix Category Mapping

Say goodbye to manual category matching! New products are now automatically assigned to Magic Matrix categories based on pre-set mapping rules. Configure your settings once, and enjoy seamless, hassle-free categorisation that helps you track product performance with ease.

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More Enhancements for a Smoother Unleashed Experience

We’ve been working behind the scenes to make Prospect CRM and Unleashed work even better together. Here are the latest updates and fixes designed to streamline your workflow and enhance your integration experience:

Smarter Sales & Quotes – Default warehouse, sales order group, and delivery method now sync when creating sales ledgers and quotes.
Easier Product Setup – Add a default supplier and supplier price when creating products in Unleashed.
Improved Contact Syncing – Duplicate emails now move to the additional email table instead of being skipped.

Bug Fixes:

Fixed a crash when pushing customers with a phone number but no email or contact name.
Manual prices no longer get overwritten by Unleashed special pricing.
Account codes no longer force uppercase.

These updates are rolling out now, helping you get the most from your Unleashed integration with Prospect CRM. Got any feedback? Let us know via our Feedback Portal!

New to Prospect CRM?

If you’re an Unleashed user looking to streamline sales, automate stock management, and improve customer relationships, now’s the time to experience Prospect CRM. Our stock-aware CRM is built for wholesalers, distributors, and manufacturers – giving you total control over your quote-to-order workflow while keeping your data in sync with Unleashed.

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