All Prophet CRM Reviews

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William

Verified reviewer

Real Estate, 51-200 employees

Used less than 2 years

Review Source: GetApp

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

Reviewed April 2016

Prophet

I first started using Prophet over 7 years ago. I liked the way that it allowed me to stay within the Outlook platform. We had tried other software's that claimed that they integrated with Outlook but always found this to not be entirely true. Prophet truly does. While it can be a robust as you want it to be it is not overwhelmingly complex to use. As sales people, we want to be engaged in the sales process, not engaged in inputting data into a CRM.

PROS

Fully integrated with Outlook Works well in a team environment Easy to use Great customer support

Laura

Marketing and Advertising, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2019

Intuitive, Easy to Manage and Integrated

It lets you get going quickly and creating contacts and opportunities on the first day. We did a few hours of training and problem-solving from Avidian with a shared screen, which helped, but is a bit pricey.

PROS

The program is easy to manage and customize to your ever-changing needs. The program is also intuitive, you can mostly figure out how to use, enter and customize without a lot of assistance. It's great that it fully integrates into Outlook, where it can even create Tasks and track emails.

CONS

It feels a bit "clunky" and needs some further refinement. The user interface needs a bit more refinement. It has so many customization options and things you can do, but it's hard to unpeel and see every option.

Reasons for switching to Prophet CRM

Everyone liked how it can be customized to our needs and fully integrates into Outlook.

Vendor Response

I'm glad that you find Prophet CRM useful. Thanks for the review!

Replied October 2019

August

Used more than 2 years

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed September 2016

3 years running it as a user and 3 years using as an administrator

PROS

Scale-ability and the capability to mold to a lot of different companies business models. The vendor is good about fixing issues quickly but sometimes difficult to distinguish between an actual error and a company specific business process. There are a ton of purchasable add-on's from third parties that can and do make this a wonderful software if you have the money.

CONS

Slow to implement vendor driven Idea's Network from user ideas. The product feels extremely slow once you get used to running the system and is glitchy because of the method chosen to release updates and advancements. Vendor Runs a continuous improvement program with multiple releases a year so as they are designing new features at the same time they are cleaning errors and glitches rather than waiting a long time for advancements and a rock solid release. This could also be considered good and bad if you need an advancement, you don't have to wait! Since this software can mold to a large variety of business models it can make training difficult and long due to the complexities of the software's advanced features.

Julie

Machinery, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2023

What I like about Prohpet CRM

The customer service team, [sensitive content hidden] has made the over experience with Prophet amazing. He took the time to explain how to use each feature, clean up our contacts and continues to provide support. The software is very easy to learn and teach other managers in our company.

PROS

I find that when our sales team uses the software correctly, we are able to assist with follow up on leads, communications and appointment reminders. The customer service is beyond amazing for any assistance.

CONS

I do think the one negative is the interaction with outlook and causing very infrequently slow issues.

Reason for choosing Prophet CRM

Cost, ease of use

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

Prophet CRM brings out the Best in Outlook

Overall excellent with ready support!

PROS

Easy integration with Outlook. Intuitive data entry and reminders. Easy for everybody to see what's going on in their areas.

CONS

Really needs Windows 10 to operate Best. bogs down with Windows 7. Reports can be difficult to program for transfer to company systems.

Reason for choosing Prophet CRM

economics, support

Vendor Response

Thanks for taking the time to post a review! I'm happy to read that Prophet is adding value to your company.

Replied October 2019

Brian

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2023

Great CRM

It is a very good product that provides a stable platform for my staff to track the progress of the cases we work on.

PROS

That it is embedded in Outlook. Flexible enough to design the screens in a way that makes sense for my company to track case development through to a sale.

CONS

when I send an email from Prophit it doesn't automatically go into the email section of the file we created in Prophet. We need to then LINK the email to the file. Too much time... We have 12,000 cases active in the system and it takes a while to load.

Reason for choosing Prophet CRM

I did not need a lot (most) of the modules they offer. Complete overkill for what I needed .

Rachel

Mechanical or Industrial Engineering, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2023

It's pretty good.

It works. It's slow on the refreshing, but it works.

PROS

It does the job. I would like the advanced level features to be a bit more intuitive, but I also haven't sat through any of the trainings, so maybe that's my own fault.

CONS

If you use it for all of the outlook contact management, then it is cumbersome to be able to consistently remove the same people from a contact export for email campaigns (like competitor contacts).

Reasons for switching to Prophet CRM

Moved companies.

Socrates

Logistics and Supply Chain, 11-50 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed January 2019

Overall great but not for everyone

Overall this is great but if you're organization uses Macs then maybe this isn't for you.

PROS

It is very easy to use and price-wise, it's cost efficient. Links to Outlook very well and scans other applications like MailChimp within your MS Outlook program to assist in future marketing opportunities. Customer service is also great - very quick to respond.

CONS

In order for it to run properly, you must be running the most recent version of MS Outlook. If you use Mac computers then you're going to have a headache working around to get Outlook to run on your system and use this program with ease.

Alex

Electrical/Electronic Manufacturing

Used less than 12 months

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed June 2016

Gets The Job Done, Crashes A lot, Customer Experience Was Very Bad

PROS

Integrates into Outlook very well. I liked being able to connect the company and the people involved with the project. I created multiple departments that all have their own custom tabs so people can keep track of the information they need. Customizing the views is nice to get a quick glance of what you are working on and it exports to excel.

CONS

Outlook crashes a lot. We have new machines with Outlook 2013 and everyone in the office is having trouble. There is also no dynamic ability to move the project through any stages. You can't exclude null or not null values in the views which forced me to add more fields and make everything more complicated so projects didn't show up or would move off people's views once they were done with their portion. If you plan to host on premise there is still a lot of development work that needs to be done to get things working smoothly. They don't use their own software for the analytics tab and need to fully understand the limitations before signing contracts.

Bill

Verified reviewer

Real Estate, 51-200 employees

Used less than 12 months

Review Source: GetApp

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

Reviewed April 2016

Very User Friendly

Prophet is one of the more user friendly CRMs I have ever dealt with. Customizable and easily accessible without having to open up any additional programs is a huge plus. We use it for tracking our marketing and client service operations and has been working out quite well.

PROS

The ability to customize pretty much any field is a definite highlight of this program along with the ability to export into Excel and create spreadsheets with any of the given information within Prophet is a true timesaver.

CONS

Since the program is geared towards more the sales efforts within a company, not all of the features are able to be manipulated in a way to pull the built in reporting features.

Pete

Staffing and Recruiting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Our records management

customer service is very prompt and alwys helpful.

PROS

integration with Outlook and ease of use.

CONS

Unable to search content of the documents attached to the contact records

Reason for choosing Prophet CRM

ease of use with outlook integration and reasonable pricing

Reasons for switching to Prophet CRM

end of service

Kyle

Veterinary, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed January 2023

Sales

Its what we have.....

PROS

It has all the clinics we physically put there.

CONS

Very hard to navigate and create leads. It doesn't have a pop-up for new leads or reminders for leads. Very difficult to create a quote.

Derrick

Insurance, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

NSE Prospective

Very Good - i like it.

PROS

Its connectivity with Microsoft Office Suite.

CONS

The email features could be better particularly capturing the email activity in the notes.

Steve

Construction, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

User review

Good.

PROS

The software has many, many options to use as you would like.

CONS

Running reports is cumbersome. I'd like to set up reports that I can run for specific customers but I cannot figure out how to make those happen. I'd also like to set up an appointment on my calendar rather than a "task". The buttom for for follow up will only put a task on my calendar, not a specific date.

Jamie

Electrical/Electronic Manufacturing

Used more than 2 years

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2016

Prophet CRM with a geographically diverse sales team

PROS

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.

CONS

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.

Brian

Transportation/Trucking/Railroad

Used less than 2 years

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2016

Great CRM. Easy to use and train Users.

PROS

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.

CONS

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.

Greg

Machinery, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

CRM Integrated with Outlook

PROS

I love how integrated the CRM is with Outlook. It is easy to use and convenient.

CONS

I dislike that changes cannot be made to an entry from the overall views. An Opportunity must be opened in order to change any information in a field. It would be even easier to use if that information could be changed in the "view" screen.

Vendor Response

That's a great idea, I'll share that with the team. Thanks for the review!

Replied October 2019

Isaac

Building Materials, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2023

Prophet CRM Keeps You Organized

PROS

I like how your files are easy to find and keep sorted with the CRM. And the customer support is phenomenal!

CONS

The only thing is that if you have a lot of files saved on the CRM it can be a bit sluggish to start up.

Christopher

Utilities

Used less than 12 months

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed March 2015

Prophet CRM Review

PROS

I've tried many CRM systems from Salesforce down to cloud-based ones like Zoho. I have to say that Prophet CRM has the right combination of features and usability. Some have so many things I don't need, but Prophet is just right. Best of all, it is all done from within Outlook, so you don't have to go to a separate system. It makes it much easier and convenient.

CONS

Their iPhone application is out of date to say the least. I was told they would have a new version out soon, but am still waiting. I would say if they get this app up to date then that would be good. You can also access Prophet data through the mobile browser, but it's basic info like the app and not real good yet.

Hudson

Biotechnology, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

FUNCTIONALITY

1

Reviewed January 2023

Don’t use

PROS

Nothing , unintuitive and slow . Clunky , sales personnel will hate and dread .

CONS

Everything , it is slow , unintuitive and slows down sales process .

Jon

Consumer Goods, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2023

Prophet

PROS

Not having to operate another program is great. Prophet lives inside Outlook is great.

CONS

Takes time for the program to update, company-wide. Depends on internet speed.

Scott

Telecommunications

Used more than 2 years

OVERALL RATING:

3

EASE OF USE

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2015

Prophet CRM Review

PROS

Prophet is incredibly useful for us, because it can be manipulated into what we need it to do. Avidian does a great job at making sure we get help when we ask for it.

CONS

One word. Finicky. Given the nature of the software and what its used for, it can be incredibly difficult to work with.

Kelly

Insurance

Used more than 2 years

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed March 2016

Prophet CRM

PROS

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

CONS

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.

Jim

Used less than 2 years

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed March 2016

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

PROS

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

CONS

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.

Brian

Transportation/Trucking/Railroad

Used more than 2 years

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed March 2015

PROPHET CRM-SOLORIA

PROS

It is extremely user-friendly and easy to use. I would recommend this as a great way to organize your customer base.

CONS

I think you could eliminate some of the repetitive steps when adding new customers.

Showing 1 - 25 of 137 Reviews