Get started

Click Start now, then use Proto to configure B2B CRM for your business. Set up your workflows, import your data and invite your team.

Use the account model, sales stages, approvals and forecast pages to identify the team's requirements before configuring the application. The rollout rehearsal should follow a lead through acceptance, a quote through negotiation approval and a booking through Deal Desk validation, then compare the submitted forecast with those records.

If you are moving a sales organisation onto it, tell us about the team: how many reps and managers, the stage set you use today, the CRM you are leaving and the systems it has to connect to. Tell us which team should go first. We will come back with a phased plan and a scope.

Include the agent's work in the rollout scope. After configuration, give it a separate identity and rehearse its reads, drafts and approval handoffs. Account Executive accepts the qualified lead, Sales Manager approves negotiation, and Deal Desk validates the booking.