Prophet CRM Software


 

Avidian transitions Microsoft Outlook into a customer relationship management (CRM) solution for sales and business teams.

Prophet CRM unifies Outlook’s email, contacts and calendar data—with opportunities, stages and records—enabling teams to capture and analyze customer data with a single tool. When emails are sent, appointments scheduled or meeting notes entered, everything is tracked automatically. The Prophet Dashboard gives each salesperson an at-a-glance view of their pipeline and any daily tasks, and sales automation functions send automated reminders to sales teams to encourage follow-ups. Prophet is customizable to match each company’s unique sales process.

Avidian’s professional services team manages each installation from the initial planning to user adoption and post-installation support.

 

Prophet CRM - Dashboard
 
  • Prophet CRM - Dashboard
    Dashboard
  • Prophet CRM - Outlook
    Outlook
  • Prophet CRM - Opportunity manager
    Opportunity manager
  • Prophet CRM - Automate workflow
    Automate workflow
  • Prophet CRM - Email marketing
    Email marketing
  • Prophet CRM - Synchronization for Outlook-connected apps
    Synchronization for Outlook-connected apps
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

43 Reviews of Prophet CRM

Showing 1-20 of 43

 

from Sun Title Agency
Specialty: Real Estate
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

A Straightforward CRM worth looking at

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

The fact that Prophet is built directly into MS Outlook is convenient and well-managed within the system. It creates for a less clustered environment that can occur when taking on new software.

Likes Least

Though the product offers many customizable fields, some of the reporting aspects are directly hard wired for a sales cycle type approach and cannot be altered.

Recommendations

I recommend taking a serious look at Prophet if you are looking for a more simplistic approach to the management of your resources. It is not too overwhelming, like many of the CRMs out there, and can be introduced at a pace that is easy to grasp. Though most CRMs are "sales cycle" based, Prophet allows the user to customize the software to best suit their needs. We do not have a natural sales approach in our industry, but am able to track our clients and our internal efforts on maintaining and growing those relationships.

 

from CMS
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

PC Prophet Rev

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

This program is very excellent at keeping track of notes.

Likes Least

The one thing I like least about this product is sometimes it takes awhile to load up when trying to search for client name.

Recommendations

I would recommend this to user who would want to be organize with their email and keep track of all conversation with clients.

 

from Contract Mgmt Strategies
Specialty: Consulting
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great way to stay organized

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Plenty of options to make it work for your specific needs. Vendor is responsive when asking for tech support.

Likes Least

It does have a steep learning curve. So it takes a little patience in the beginning.

Recommendations

Make sure someone on site knows how to use it and is able to teach their colleagues.

 

from Contract Management Strategies
Specialty: Consulting
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

I have been a user for 4 years now and would be lost without it.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

It is a comprehensive client management tool. The interface with Microsoft Outlook is seamless and user friendly. The customer service at Avidian has been outstanding.

Likes Least

When you have thousands of clients, it can be a bit slow to load.

Recommendations

Prophet from Avidian fit our needs perfectly. It has made the task of managing thousands of clients and prospects very efficient.

 

from CWS
Specialty: Insurance
Size of portfolio: Single user Portfolio size: Single user

Nice features.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

The ability to send group emails is awesome. Can type one email and it gets personalized to the entire list. Can send a personalize email to larges groups in a matter of minutes.

Likes Least

A little difficult to set up and duplicate contacts are time consuming to remove

Recommendations

Make sure you have time to play during free trials.

 

from Contract Management Strategies
Specialty: Consulting
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Coordinating Clients with Projects

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Its very easy to use and makes integrating clients and projects a snap!

Likes Least

Cant think of any negatives, seriously. If I could, I would honestly list them.

Recommendations

Just run with it... try stuff, you can't break it! Call support, they are so helpful.

 

from Bridge Logistics Inc
Specialty: Transportation
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Using Prophet CRM for 5 years

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

I like how there are several tabs to categorize your contacts and many areas to include in depth details about each contact. I also like how you can have multiple opportunities for different customers. Obviously, syncing the software with Microsoft Outlook has huge benefits. Being able to schedule tasks that go directly to your calendar allows for a great advantage for scheduling appointments and maintaining an organized schedule.

Likes Least

I'd like it to be easier to see if a co-worker is working with a customer or lead. I feel like you have to manually search through a list of companies to determine if they've already been entered into the software as a contact. If there was a search bar or a way of searching cities or states that contacts are based out of, it might help minimize the time it takes to verify if someone is already doing business with a company.

Recommendations

I'd recommend exploring all areas of the software that you use on a daily basis so that you can determine how good the software fits with your day to day needs in a CRM.

 

from BRIDGE LOGISTICS INC.
Specialty: Other
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

A great tool to organize your book of business, and pipeline.

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

Organization! Simply put. I don't know how I operated without it, now. Setting next step task reminders, detailed notes, budgets, emails, etc. Just a great overall tool.

Likes Least

Entering a NEW company and opportunity is kind of a lengthy process that I believe can be shortened.

Recommendations

Get it! And participate in trainings for the software. There are soo many tools available, I still don't use them all or have gotten familiar with them all.

 

from Scarbrough International
Specialty: Distribution
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Very happy

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

This product is very easy to you. It is also easy to move around in.

Likes Least

Loading the information was very time consuming. Other than that no problems.

Recommendations

I really don't have any recommendations. I don't evaluate software.

 

from Mcleod Construction
Specialty: Construction
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Prophet looks promising

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

The training was very easy to follow and the staff was knowledgeable. The product can be tailored to your specific needs and has several useful purposes and options.

Likes Least

The screens are not as intuitive and there seems to be a decent learning curve. There are several clicks and drop boxes to fill out and less customization of screens.

Recommendations

Recommend having time to play with it for a bit before purchase and understand the learning curve.

 

from ACETEC
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Love it! User friendly CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

I like all aspects, from the ease of looking up opportunities, creating contacts and opportunities directly from email and how Prophet is integrated into Outlook. The vendor is a great help with support.

Likes Least

The contact section is a bit unclear. We have many duplicates between Outlook and Prophet and many users for multiple contacts. We are currently working with support to get it cleaned up so it's easier to understand how Outlook contacts sync with Prophet contacts.

Recommendations

Clean up contacts in Outlook BEFORE migrating into Prophet.

 

from ACETEC
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Overall, good CRM-very functional.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

The ease in which you can input data and link all information, such as contacts, opportunities and emails.

Likes Least

Confusing aspects to the contacts and how they sync together.

Recommendations

Be patient and use online learning tools and guides.

 

from ACETEC
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Frank Tso's Prophet 7 Review

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Works in outlook and is pretty intuitive to use. Doesn't slow down computer.

Likes Least

In general I don't like CRM tools. We have had issues with contacts and duplicates and weird things happening.

Recommendations

Simple to use. Prophet 7 is much better than prophet 5. Relatively quick user interface.

 

from American Global Logistics
Specialty: Other services
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Prophet review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

The simplicity of the product and the ability to navigate anywhere.

Likes Least

Information for contacts entered into the opportunity section does not populate address and tel number - it makes the listing appear blank if only one contact is missing the details.
I am not very familiar with the reporting, but would like to know more.

Recommendations

A sales person's personality is generally not organized and they do not like reports - ensure its easy, quick and simple to use.

 

from Scarbrough International
Specialty: Transportation
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Prophet review

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

N/A

Likes Best

Convenience! It is in my Outlook, and I can get to it with the click of one button. It is not separate software.

Likes Least

I like everything. There are not any negative things I can say about this product right now.

Recommendations

Good sales software, set up tasks, reminders, email from outlook, reporting, etc.

 

from Scarbrough International, Ltd.
Specialty: Transportation
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

I like prophet as a convenient tool to enter relevant information

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

The customer support is the best piece of this product.

Likes Least

The fact that there is no real mobile app that goes with it.

Recommendations

You will have to work with Microsoft add-ins and prophet. The 2 don't seem to mesh well together.

 

from Scarbrough International, Ltd.
Specialty: Transportation
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

It's better than Act by Sage - definitely.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

I like that the software is inside of Outlook. I like the reporting functions into Excel.

Likes Least

it tends to slow Outlook down. I wish that the app was better for mobile.

Recommendations

It would be nice to incorporate all emails and docs and save them into Prophet.

 

from Green Flush Technologies
Specialty: Manufacturing
Size of portfolio: Single user Portfolio size: Single user

I actually use my CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

It interfaces with outlook meaning that I don't need to open a webpage to follow my CRM. It made the adoption of the product easy and makes it more simple to keep track of prospects.

Likes Least

It is certainly not as flashy as other CRM I have seen but what I really wish was better is that it's difficult to track emails using Prophet which was one of the main reasons I wanted to use it. Thankfully I already have outlook open when I use it so searching for emails is not a big problem.

Recommendations

Think about what you and your sales team are most likely to use.

 

from ACETEC
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great CRM- easy to use and integrated into Outlook

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Vendor- all customer service, reps are really helpful and patient.
Product- great CRM, easy to use and has many features. Integreted into Outlook, so easy to link contacts and emails to opportunities. Easy to track and follow up on opportunities.

Likes Least

Having some trouble understanding the Prophet contacts and how they relate to Outlook contacts.

Recommendations

Definitely join in on the webinars to learn all of the features and attend the training calls.

 

from Bridge Logistics
Specialty: Transportation
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Solid CRM and most stable I've ever used

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

The way it organizes the data is extremely logical.

Likes Least

Nothing to mention because if we have a roadblock with functionality, they've handled it.

Recommendations

I really appreciate its tight integration with Outlook.