Prophet CRM Features

Prophet CRM

CRM Software in Outlook

4.13/5 (88 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Buyer Management
Calendar/Reminder System
Call Center Management
Call Management
Campaign Management
Campaign Planning
Cataloging/Categorization
Channel Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commenting/Notes
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Contract/License Management
Conversion Tracking
Correlation Analysis
Customer Database
Customer History
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Exception Reporting
FAQ
Field Sales Management
For AEC Industry
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Sales Approval
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Source Tracking
Statistical Analysis
Survey/Poll Management
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Warranty Tracking
Web-based Deployment
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Prophet CRM Feature Reviews

25 reviewers had the following to say about Prophet CRM's features:

Bill H.

Verified Reviewer

Very User Friendly

2016-04-21

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.

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.

Rating breakdown

Value for money
Ease of use

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Terry N.

Positive and Prompt Customer Service

2015-03-18

Pros

Customer service is prompt, friendly, and followed up with a summary email. The reporting functions are very easy to learn.

Cons

Documents saved in records are not searchable. We need to have more data fields within each record which are searchable.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

5/10

Recommendations to others considering Prophet CRM

We did not provide end users with any training when introducing it, and I recommend robust user training at the roll-out and then again after users are more familiar with the product to move up to the next level of use.

Source: Software Advice
Helpful?   Yes   No
Read more
Rusty D.

Issues

2019-10-04

I am having issues with my dashboard

Pros

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

Cons

Can not access my dashboard and analytics. KMX-676-47873 Nathan was working off line to fix.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Tod T.

Prophet CRM review

2016-03-11

Pros

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.

Cons

The software platform fits our CRM needs and Prophet supports us well.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering Prophet CRM

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.

Source: Software Advice
Helpful?   Yes   No
Read more
Jim s.

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

2016-03-10

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) .

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Electrical/Electronic Manufacturing company, 11-50 employees)

Prophet CRM brings out the Best in Outlook

2019-10-04

Overall excellent with ready support!

Pros

Easy integration with Outlook.

Cons

bogs down with Windows 7. Reports can be difficult to program for transfer to company systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Avidian Technologies


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

Read more
Kim T.

It's better than Act by Sage - definitely.

2015-03-31

Pros

I like the reporting functions into Excel.

Cons

I wish that the app was better for mobile.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

7/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Bill H.

A Straightforward CRM worth looking at

2015-07-23

Pros

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.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10

Recommendations to others considering Prophet CRM

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.

Source: Software Advice
Helpful?   Yes   No
Read more
Aaron H.

A CRM that really helps me stay on top of my work

2015-03-16

Pros

It integrates with Outlook and keeps my calendar in sync.

Cons

I just wish they had a mobile app or site so I could use my phone on the go.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Likelihood to recommend

9/10

Recommendations to others considering Prophet CRM

Set up your appointments and tasks inside Prophet and mark the notifications to ring. You get them on your phone as well if you sync your calendar to it. It really helps me stay on track while I am on the road.

Source: Software Advice
Helpful?   Yes   No
Read more
Caroline C.

Great CRM- easy to use and integrated into Outlook

2015-03-27

Pros

Product- great CRM, easy to use and has many features.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

7/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Kelly H.

Prophet CRM

2016-03-11

Pros

Easy to use, run reports, etc.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Michael L.

Clunky Software and absent technical support

2018-10-22

I honestly don't have anything good to say about this product or this company. My interaction with them cost me a three-year detour from my goals and understanding the drivers of my business. Disingenuous apologies and sheepish admittance of the fact that this product is crap is what you can expect from support. Stay away... Stay far away...

Pros

I liked the idea of this software. Having everything in Outlook really sounded appealing, but in actuality, it just never worked for me and my team.

Cons

A report manager that never worked, an analytics manager that never worked, and a technical support team that would rather send a dozen emails in resolution of your concerns than picking up the phone even once.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
Read more
Jay F.

Prophet Keeps Us Productive

2016-03-09

Pros

(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)

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Christopher B.

Prophet CRM Review

2015-03-16

Pros

I've tried many CRM systems from Salesforce down to cloud-based ones like Zoho.

Cons

You can also access Prophet data through the mobile browser, but it's basic info like the app and not real good yet.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

Check out many and try a few, most have free trials. I like Prophet and would recommend it, especially for small business.

Source: Software Advice
Helpful?   Yes   No
Read more
Matt C.

Centralize your clients and prospects information

2015-03-17

Pros

I like how you can access information on a mobile app, mobile website anytime and anywhere.

Cons

They are slow to roll out bug fixes. Overall, there is not much to say anything bad, but from a business development strategy, you need to define a clear workflow. Their workflow is okay, and I believe that if you put a little more thought, Prophet can be an excellent quality affordable product.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering Prophet CRM

You need to have a game plan first. You need to outline how you want to keep track and measure your sales performance. Do you not try to figure out what you want to do during training. Attend a few weminars as well.

Source: Software Advice
Helpful?   Yes   No
Read more
Brad C.

If you use Outlook you can use Prophet

2019-10-04

We now have an easy to use CRM that lives in our email client that is always used.

Pros

The CRM is an integrated part of Outlook.

Cons

It's only available on PCs. There are so many possibilities that it can be overwhelming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Avidian Technologies


Thanks for posting a review! I'm happy to read that you find our product helpful and easy to work with :)

Read more
Laura M.

Intuitive, Easy to Manage and Integrated

2019-10-05

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

Pros

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

Cons

The user interface needs a bit more refinement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Avidian Technologies


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

Read more
Randy D.

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

2015-06-11

Pros

It is a comprehensive client management tool.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Mike H.

Overall, good CRM-very functional.

2015-04-07

Pros

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

Cons

Confusing aspects to the contacts and how they sync together.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

8/10

Recommendations to others considering Prophet CRM

Be patient and use online learning tools and guides.

Source: Software Advice
Helpful?   Yes   No
Read more
Steve V.

User review

2019-10-19

Good.

Pros

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

Cons

I'd also like to set up an appointment on my calendar rather than a "task".

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Randy D.

Verified Reviewer

Rating Prophet

2016-04-27

Prophet also helps management track the activities of the sales force and to see who is performing.

Pros

The biggest feature of Prophet for me is its seamless interaction with Microsoft Outlook.

Cons

Prophet can sometimes be slow to populate opportunities when you have a large number of them. In my case almost 3000 opportunities.

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Tom D.

Very positive

2016-03-10

Pros

We use Prophet on a daily basis for funnel management, existing account managment, project management and sales management metrics.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

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.

Source: Software Advice
Helpful?   Yes   No
Read more
Kyle E.

I actually use my CRM

2015-03-27

Pros

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.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

9/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Alex B.

Great Software, Great Value

2019-10-04

Pros

Keeps me on task, nothing slips through the cracks

Cons

Get a more user friendly mobile interface and I would use it more.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Avidian Technologies


Thanks for taking the time to post a review!

Read more
Mark H.

Love it! User friendly CRM!

2015-04-07

Pros

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.

Cons

The contact section is a bit unclear.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

Clean up contacts in Outlook BEFORE migrating into Prophet.

Source: Software Advice
Helpful?   Yes   No
Read more