Resources
Guides for getting your team set up and productive in promptCRM. Our full documentation site is in progress — in the meantime, our team is a message away.
Importing your first prospect list
How column mapping, content detection and duplicate handling work, step by step.
Getting started with Prompt
Example commands and how approval-controlled actions work in practice.
Setting up your product catalog
Build a catalog once, then use it across every quote your team sends.
Configuring roles and permissions
What admins can do that agents can't, and how record sharing works.