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

Any CRM that makes you leave outlook has problems.

Ease of working with Outlook, great as a tool to look up customers in geographic area and understand their sales history.

Confusing aspects to the contacts and how they sync together.

Easily assimilates with Outlook, Easy to use for the most part and wish it had a few more features that I have recommended.

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

The integration into outlook makes it very easy to use. The customization aspect also allowed us to make it relevant to our niche industry.

What i like the best about Prophet CRM is that it is very user friendly and its customer service is always there to help us.

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

This product was very easy to use with my current programs.

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

Its not perfect for how we would like to use it, but it is much better than any other crm system that we evaluated.

If you use Outlook, this software is super helpful. It's designed to work specifically as a CRM in Outlook, and does a great job.

What I like the best about this vendor is that they are extremely responsive, very helpful and knowledgeable about their product.

The support has been great. We now have an easy to use CRM that lives in our email client that is always used.

It lets you get going quickly and creating contacts and opportunities on the first day.

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

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

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.

It is very easy to use and price-wise, it's cost efficient.

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.

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.

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.

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

The interface with Microsoft Outlook is seamless and user friendly. The customer service at Avidian has been outstanding.

CRM has been a great accountability piece for myself and others. Keeps you organized so you can manage more.

It's great that it fully integrates into Outlook, where it can even create Tasks and track emails.

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

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

I don't like the warnings for too many screens open.

Product- great CRM, easy to use and has many features. Integreted into Outlook, so easy to link contacts and emails to opportunities.

We did a few hours of training and problem-solving from Avidian with a shared screen, which helped, but is a bit pricey.

Reports can be difficult to program for transfer to company systems.

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

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

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.

Customer service is very prompt and alwys helpful.

At this point, the only issue we have seen is it occasionally will lag or crash for a short period of time.

Extremely difficult to use; insufficient integrations; many customer service reps had poor English language skills.

When linkedin changed their url format I was stuck with over 3000 records with bad url's.

It is somewhat customizable. We like the reporting features, and the ability to incorporate other tools like Zapier to work with InfusionSoft.

Some functionality has been lost in transitioning to keap ownership.

Sick and tired of paying money for something no one can make function and do what I need.

We found this one of the best CRMs in market and application built quality is great.

The fact that we can design the whole campaign on a drawing board like the platform is something that I think everyone should do. It just gives you a good overall view of how we are running things.

The only bad thing is that it has no documentation in Spanish and that it is a bit expensive.

I started with Infusionsoft before it was Keap. Customer service was way better before the were bought out.

Landing pages rarely work and I have had multiple events and lost hundreds of leads during the KEAP take over of Infusionsoft. Now I have too much money invested to make a switch.

My overall experience is fantastic. Infusionsoft is advanced and I applaud the creators for their brilliant and creative minds.

I requested a cancellation of our acccount which, to this day, has not been actioned. I have had to go to my bank to block further charges of my account.

No meaningful R&D, poor support, and no email integration.

Keap has really been awesome so far and I will keep using it.

But it's just things like that that make the platform feel so outdated. For the first couple of years, we felt like the customer support was fantastic.

I don't know much about the pricing, but I have heard that it's a great value comparatively.

It  gives us the ability to help the customer feel secure in their purchase also helps to cover our end if one tries to lie and say they didnt recieve it.

We love Infusionsoft because it is user friendly, intuitive and we have been able to combine our marketing campaigns into the software.

There is a learning curve to understanding how to set up and send emails. It's also hard to manage email contacts.

I am happy with their level of support as well. I would recommend it to someone that is serious about building an online business.

Positive experience and great customer support.

US Dollar

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify their emails, contacts, calendar details and communication records within a single application.


Prophet CRM automates tracking of Outlook-based emails, meetings, contacts, and calendar invites on a daily basis. With a single Outlook interface, users can directly work with one application and track activities in the sales pipeline. The solution provides valuable insights into the sales process along with the ability to track winning and losing leads.


With Prophet CRM dashboard, sales persons can track engagement with their clients, view their pipeline and scheduled tasks, set follow-ups, prioritize tasks and configure reminders for critical milestones during the sales pitch.


Prophet CRM offers both subscription and perpetual licensing options to its users.



LongDescription

Sales Pipeline Management

Calendar/Reminder System

Lead Distribution

Pipeline Management

Data Import/Export

Email Tracking

Contact Management

Lead Management

Territory Management

Shared Contacts

Source Tracking

Segmentation

Lead Nurturing

Interaction Tracking

Contact Database

Quotes/Estimates

Task Management

Prospecting Tools

Search/Filter

Web browser (OS agnostic)

Windows 10

It is also available at $55/mo and $75/mo with additional features.

Email/Help Desk

Knowledge Base

Phone Support

2-10

11-50

51-200

201-500

501-1000

Prophet CRM

Live Online

Webinars

Documentation

Videos

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across various industries streamline sales and manage customer experiences.


Users can segment contacts, track customer interactions, send emails, as well as run campaigns with personalized communication triggers based on emails opened, clicks, and more. Users can also manage e-commerce, from inventory management to payments and purchase fulfillment, set up online shopping carts, track digital storefront activity, send quotes, invoices, and receipts.


The system’s reporting and analytics tools help users run analyses on parameters such as emails, campaign performance, and ROI data. Users can access Keap remotely on Android and iOS devices. It offers integration with QuickBooks, SalesForce, Outlook, Gmail, plus more. 


Pricing is on a monthly subscription basis and includes support via phone, email, and FAQs. 



AB Testing

Cataloging/Categorization

Lead Notifications

Customer Surveys

Multi-Channel Marketing

Electronic Payments

Personalization

Social Marketing

Request Assignment

Lead Engagement

Lead Capture

Activity Tracking

SEO Management

Data Synchronization

Customer Segmentation

Drip Campaigns

Customer Service Analytics

Responsive Web Design

Referral Tracking

Task Scheduling

Order Management

Relationship Tracking

Invoice Management

Projections

Knowledge Management

Multi-Campaign

Sales Orders

Customer Database

Shopping Cart

Calendar Management

Customizable Fields

Sales Trend Analysis

Campaign Scheduling

Template Management

ROI Tracking

Campaign Segmentation

Promotions Management

Campaign Planning

Customer Support

Lead Generation

Email Templates

Customer Activity Tracking

Self Service Portal

Subscriber Management

XML/RSS

Pricing and Cost Calculations

Form Builder

Configurable Workflow

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Sales Reports

Sales Activity Management

Real Time Data

Performance Metrics

Routing

Click Tracking

Marketing Automation

Landing Pages/Web Forms

Request Escalation

Lead Segmentation

Workflow Management

Email Management

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

Activity Dashboard

Alerts/Notifications

CAN SPAM Compliance

Reporting & Statistics

Predictive Analytics

Reminders

Visitor Tracking

Website Visitor Tracking

Sales Automation

Customizable Templates

WYSIWYG Editor

Billing & Invoicing

Image Library

Conversion Tracking

Web Forms

Mac OS

Keap is available across three pricing plans based on the number of users and contacts.

Prophet CRM vs Keap

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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