Reference
Learn how each part of PromptLab works, from the product modules to setup and configuration.
Records
- AccountsKeep every company you sell to in one place, with its contacts, deals, emails, meetings and tasks together on one page.
- ContactsKeep the people you work with, linked to their accounts and deals, with your emails, calls, texts and meetings on their page.
- OpportunitiesTrack every deal through your pipeline, from the first conversation to won or lost, on a board or in a table.
- TasksCreate tasks, give them to teammates, link them to records and see what's due, including the follow-ups PromptLab creates from meetings and calls.
- NotesWrite notes on your accounts, contacts and opportunities, format them with headings and lists, and find every note again from one page.
- ListsGroup hand-picked accounts, contacts or opportunities into lists, give them columns of their own, and work them as a table or a board.
- Custom objectsBuild your own kinds of records, such as plant sites or trade shows, with their own fields and views, from a template, a spreadsheet or a description.
Communication
- InboxRead and answer email, WhatsApp, Telegram, LinkedIn, Slack and SMS conversations in one place, each linked to the right contact.
- CallsCall contacts from PromptLab and keep every call's recording, transcript and AI summary on the record.
- MeetingsBring your meetings into PromptLab, prepare with AI, let the notetaker record them, and get the summary, transcript and tasks afterwards.
- CampaignsSend sequences of personal emails from your own mailboxes, with follow-ups that stop as soon as someone replies.
- FormsBuild a form for your website or a shareable link, and turn every response into a contact, account, opportunity or record.
- Website visitorsSee which people from your email campaigns visit your website, which pages they read and for how long.
Sales documents
- Products & price listsKeep your catalog of products, raw materials and bag types, and set up the price lists your quotes are built from.
- QuotesBuild quotes from your price lists, watch the margin as you price, and send your customer a PDF or a link.
- SamplesSend product samples to customers and track each one from the request to the test result.
- Sales ordersRecord confirmed orders with their prices, payment terms and delivery dates, and keep track of payments and invoices.
Reporting
Automation & AI
- Ask AIAsk questions about your CRM in plain words, let AI do the work for you, and open your workspace in Claude, ChatGPT and other AI tools.
- ArtifactsHave AI write documents and slide decks, edit them with AI or by hand, present them, download them and share them with a link.
- WorkflowsLet PromptLab do routine work: a record change, a schedule or a message starts a workflow, and its steps update records, notify people or use AI.
Workspace
Get Started
- IntroductionPromptLab is the AI sales platform for manufacturers — combining deal management, call intelligence, quoting, and reporting in one place.
- Quick startSet up PromptLab in six steps — connect your tools, invite your team, configure your pipeline, and send your first quote in under an hour.
- IntegrationsConnect PromptLab to your email, calendar, messaging, productivity, and ERP tools to capture every customer interaction automatically.
Core Features
- Deal ManagementManage accounts, opportunities, tasks, and pipeline health in one place — with AI-driven updates that eliminate manual data entry.
- Call IntelligenceAutomatically capture, summarize, and extract commitments from every sales call so your team can act on conversations immediately.
- Quotes & SamplesBuild margin-first quotes in minutes and follow every sample from request to test result without leaving PromptLab.
- ReportingBuild custom reports on pipeline activity, win/loss outcomes, and stage-by-stage deal drop-off to make decisions backed by real customer data.
Configuration
- Account setupLearn how to sign up for PromptLab, connect your communication tools, and invite your team to start capturing deals automatically.
- CRM AutofillAdd a field to any table, describe in plain words what it should contain, and PromptLab fills it for every row — and for every new record from then on.
- Webhooks & APISend data into PromptLab workflows with a webhook trigger, call external systems with the HTTP request action, and connect AI tools like Claude and ChatGPT through MCP.
Resources
- Plans & pricingCompare PromptLab's Basic, Professional, and Business plans to find the right fit for your sales team. Basic and Professional include a 14-day free trial.
- SecurityLearn how PromptLab protects your sales data, the compliance frameworks it works with — SOC 2, GDPR, and CASA — and the SSO and advanced security controls on Business.