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):
Web browser (OS agnostic)

58 Reviews of Prophet CRM

Showing 1-20 of 58

 

from A M King
Specialty: Construction
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great integrated product

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Likes Best

It is completely integrated into Outlook allowing me to stay in this application and enter all my client tracking information. Plus the ability to add Outlook tasks directly from the user opportunities I am entering is fantastic to remind me of future times to reach back out.

Likes Least

That there is no spell check in the opportunity notes section. This is the main area I track all client notes and a simple change could be made to add an automatic spellcheck feature.

Recommendations

Understand if your users are major Outlook users and if so this is the product for them.

 

from Leman USA INC.
Specialty: Transportation
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Have used for client / agent database & sales progress

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N/A

Likes Best

Easy to use and the fact that it is in Outlook makes it a tool you access locally straight from emails. The sorting function makes it so easy to nail down what I actually want to see and filter away the rest.
Also the fact that you can customize to your industry / sales practices.

Likes Least

That when I leave PROPHET to go back into my inbox, it shuts down the PROPHET database and then I have to go back in and start from scratch again.

Recommendations

Make sure that when you set up the first time that you have a set idea I mind of what you want to use it for and how you want your team to use it.
I like to say "Garbage in, Garbage Out".

 

from The Conjoint Marketing Group GmbH
Specialty: Hospitality / Travel
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

We migrated to Prophet about four years ago from ACT

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Likes Best

the integration with outlook and the ease of being able to continually and seamlessly keep the database updated is worth iots weight in gold. I used ACT for years and by comparison the analogy of Edison to iphone 6+ is valid for ACT to Prophet.

Likes Least

Technical issues can and do occur from time to time. Its a technical process to resolve these and invariably we need assistance from the help team in Seattle which given the time zones between there and here in Munich can be a little limiting at times

Recommendations

Read the installation manuals Its a complex program with many features you wont use Work out the bits you want to use and focus on them

 

from Motorcar Parts of America
Specialty: Manufacturing
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Sales Team Call Reporting Made Easier

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Likes Best

The ease of set-up, use and ability to customize the program. The Prophet support team is outstanding. Training sessions are very helpful.

Likes Least

There isn't anything that I do not like about the product and vendor - This product and vendor is great.

Recommendations

Compare the features and benefits to other programs. Get the feedback from current users. Understand the full capabilities of this program in discussions with the Prophet team and how it can be adapted to fit your needs.

 

from Forward Air
Specialty: Transportation
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Great CRM. Easy to use and train Users.

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Likes Best

I really liked the ease of training users on it and how quickly they can pick it up and start using it day 1 after only an hour or so of training. Their Account Management staff and Tech Support are outstanding to work with and very thorough in explaining the software to you and the users. Donnita Weese supports our team as an Account Manager and she is great, couldn't have asked for a better representative to help my team.

Likes Least

There is not a lot that I do not like about Prophet. I have some functionalities I would like to see added to improve it or that would fit our team better. Biggest complaint I hear from our users is the speed of uploading their leads when first opening their contact or company manager windows.

Recommendations

If you are looking for a simple fast learning CRM for your users this is it. Like they say, if you know Outlook you are already 80% trained. Take the time and experience the Demo with one of their representatives to see the functionality and simplicity, you will not be disappointed.

 

from Sherwood Lumber
Specialty: Distribution
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Prophet CRM review

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Likes Best

As the IT Manager for Sherwood Lumber, my responsibility is to insure the software runs smoothly and the data integration with our ERP system works correctly. The software has had very few problems. We have been able to leverage the data integration capabilities of Prophet to provide important information from our ERP system to the sales people out in the field on their cell phones and other mobile platforms. They can manage Customer information on their mobile device and changes get updated in our ERP system, which keeps our Customer Contact information accurate. Our managers are able to monitor activities in the CRM to get a better feel for the interaction between our sales people and our customers and we are able to better organize our corporate marketing because of the data we are able to collect with Prophet. The people at Prophet have been great to work with. Both their sales and technical staff are knowledgeable and professional.

Likes Least

I have no specific complaints about Prophet specifically. The software platform fits our CRM needs and Prophet supports us well.

Recommendations

Keeping the data synchronized and accurate does require some time. We do get multiple records because of user error, or incomplete information. The data needs to be accurate to be of value and that does require monitoring of the data and someone to correct it. Our goal was 100% adoption by the sales force. We are approaching 50% adoption after a year. Changing user habits is a big challenge.

 

from Hahn Financial Group, Inc
Specialty: Insurance
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Prophet CRM

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Likes Best

Software works within outlook. Easy to use, run reports, etc.

Likes Least

Would like our entire team to be able to view all emails associated with a person.

Sometimes when things go wrong, it seems the vendor has difficulty finding out what the problem is.

Recommendations

Should be easy to use, easily accessible, keeps the information you need.

 

from Hanna Commercial
Specialty: Real Estate
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I have used Prophet for approximately 4 years

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Likes Best

I like the fact that Prophet works inside of Outlook. I have tried other CRM's that "work with" Outlook and have always found them to be clunky and to not interact with Outlook as well as they claim. I have found the people at Avidian to be very responsive to calls and emails.

Likes Least

no huge problems. There are a few things they could tweak to make Prophet even better.

Recommendations

Beware of CRM's that claim they work with Outlook. While they may claim this, in actuality, most do not do so very well.

 

from Niederman Insurance Agency
Specialty: Insurance
Size of portfolio: Single user Portfolio size: Single user

Prophet Has Made Our Business More Efficient

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Likes Best

The interface with Outlook is awesome! Very convenient to send specific group emails to clients.

Likes Least

Sometimes you will get the occasional crashes or tech issues.

Recommendations

Test drive the software, you will not be disappointed!

 

from Midland Metal Products
Specialty: Manufacturing
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Prophet CRM with a geographically diverse sales team

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Likes Best

It's a very user friendly product - it has the functionality we need along with a short learning curve for end users.

Tech support is outstanding. It's ironic that the vendor with the best tech support is the one where I need to use it the least, but for upgrades and platform changes they are outstanding.

Likes Least

When we were on the on-premises version if the public folder wasn't cleaned out on a regular basis the program would stop linking new data - I would have liked to have an alert or an error message for my end users. We've since moved to the hosted platform and so far there has been no downside.

Recommendations

Make sure the end user experience is something easy to learn and incorporate into their current work flow. Check that tech support is available and helpful with fast turn around time (once users adopt a CRM it becomes mission critical very quickly. Make sure you understand the fee schedule. Avidian is very clear about the costs and what is included with no surprise fees.

 

from Seibolld Baker
Specialty: Other
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

A crm solution that does what we need it to, affordably.

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Likes Best

Short learning curve, great integration with outlook, easily connects all of our remote team to one database

Likes Least

Very minimal mobile device support, and complicated use for apple laptops (virtual windows needed) . The only really effective way to edit/enter the data is with a windows pc. But because of the outlook integration we can at least use/view the data on all of our devices.

Recommendations

Our needs are very simple: we want one contact database for our small sales team oof 11 people, all working in different cities. THis does that well. Its not perfect for how we would like to use it, but it is much better than any other crm system that we evaluated. The customer support is faster and more personal than any technical product we have encountered

 

from BIS Corporation
Specialty: Telecommunications
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Very positive

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Likes Best

The support from Avidian for any questions or issues is excellent. Very responsive to our needs. We use Prophet on a daily basis for funnel management, existing account managment, project management and sales management metrics.

Likes Least

There is honestly nothing we don't like about Avidian and the Prophet product.

Recommendations

Get an understanding of how robust and fexible the product is and also understand how reports and information can be customized to meet specific business needs.

 

from CPSI
Specialty: Other
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

We use Prophet CRM in our Sales Department and Outlook Integration

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Likes Best

What I like best about this product is that it is easy to use, yet more complex depending upon needs. It is easily customized to meet individual business needs and allows us visibility to our entire team with regards to meetings, contacts, opportunities, etc. What I like the best about this vendor is that they are extremely responsive, very helpful and knowledgeable about their product. Their different tiers of service walk you through each element of your issue until completely resolved, which usually has a quick turn around time. They are also really helpful with training and answering all types of questions about their product.

Likes Least

Honestly, there isn't much that I don't like about the product. Sometimes it can have its quirks but the engineers at Avidian are constantly updating the software so that any issues that are encountered are fixed in constant product updates and releases.

Recommendations

I would recommend that anyone evaluating this software should evaluate it fully, by downloading a demo and inputting test information. It is the only way to see what it is capable of - which is a lot.

 

from Canal Holdings, LLC
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Prophet Keeps Us Productive

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Likes Best

(i) Easy to use and install, (ii) people at Avidian are extremely helpful, patient, and responsive, and (iii) the add-in feature to Outlook (I do not need to duplicate my work between the CRM and Outlook)

Likes Least

Report generation may not be the greatest or easiest to use, but we are getting better at it

Recommendations

For a small business like ours, Prophet is perfect and will grow with us.

 

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

Craig - Manufacturer's Representative

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Likes Best

The integration with Outlook is a great idea but is far from seamless.

Likes Least

clunky to use, too many windows, too long to load the database, does not work off-line unless you remember to do a synch each time you take your laptop with you. Sold to us as a finished product but feels like a Beta. Crashes constantly

Recommendations

RUN AWAY - this product is a step in the wrong direction - too many screens, too complicated, does not work well off-line

 

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

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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

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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

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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.

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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.

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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.