Prophet CRM Features

Prophet CRM

CRM Software in Outlook

4.14/5 (87 reviews)

Prophet CRM Feature Summary

  • Sync Contacts Across Devices
  • Check for Duplicate Contacts
  • Create and Manage Contacts in Outlook
  • Manage Sales Opportunities in Outlook
  • Tracking Incoming and Outgoing Email
  • Send Personalized Group Emails
  • Track Sales Opportunities
  • Create and Customize Reports

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (356 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (157 other apps)
Automatic Notifications (194 other apps)
CRM Integration (129 other apps)
Calendar Management (180 other apps)
Custom Fields (145 other apps)
Customer Database (150 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (158 other apps)
Customizable Templates (165 other apps)
Data Import/Export (173 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (209 other apps)

Mobile apps

iOS App


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Requires iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch.

Prophet CRM Feature Reviews

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

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.

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Bill Hook

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
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Jim seibold

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
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Tod Tibbetts

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
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Bill Hook

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
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Aaron Hoormann

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

2015-03-16

Pros

No more double work for me when I make an appointment or set a reminder.

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
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Terry Neal

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

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
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Jacob Schauer

A Great CRM

2019-10-04

CRM has been a great accountability piece for myself and others.

Pros

Integration with Outlook has been a game changer from our last CRM

Cons

Loading time is slow at startup but is fine thereafter

Rating breakdown

Ease of use
Features

Time used: 6-12 months

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! We greatly value your feedback.

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Brian Szkarlat

Prophet CRM Review

2017-01-31

Have yet to come across a feature that hasn't benefited our company in some way.

Pros

The initial integration was fairly clean and successful.

Cons

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

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Craig Wilson

Craig - Manufacturer's Representative

2015-09-01

Pros

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

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

2/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
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Laura Maddrey

Intuitive, Easy to Manage and Integrated

2019-10-05

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

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

Cons

It has so many customization options and things you can do, but it's hard to unpeel and see every option.

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!

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Kim Taylor

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
Dani Gena

Easy to use, hard to forget

2019-10-09

Prophet has dramatically increased our speed to quote & has given us more visibility on what is in the pipeline. The workflow manager has been useful for follow up.

Pros

The customization aspect also allowed us to make it relevant to our niche industry.

Cons

Sometimes it crashes when I am inputting information. When this is an issue support is usually quick to help.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Avidian Technologies


Thanks for taking the time to post a review! I'm thrilled to read that by using Prophet your company has become more productive!

Read more
Alex Cosmas

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

2016-06-03

Pros

Customizing the views is nice to get a quick glance of what you are working on and it exports to excel.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

1/10

Recommendations to others considering Prophet CRM

If you have a simple to understand sales process this is a pretty good software. If your business has any complexity to it this might not be the best fit. I got the feeling they were overwhelmed by how many projects each person was working on and couldn't take the time to understand our sales process or really help implement the software. The support team isn't great will follow-ups. Need to stay on them to get results.

Source: Software Advice
Helpful?   Yes   No
Read more
Eric Fazekas

Coordinating Clients with Projects

2015-05-15

Pros

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

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Jay Freund

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
Rhett Lego

We migrated to Prophet about four years ago from ACT

2016-03-18

Pros

the integration with outlook and the ease of being able to continually and seamlessly keep the database updated is worth iots weight in gold.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
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Noah Barajas

I like prophet as a convenient tool to enter relevant information

2015-03-31

Pros

The customer support is the best piece of this product.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering Prophet CRM

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

Source: Software Advice
Helpful?   Yes   No
Read more
Christopher Brown

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
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Randy Daniel

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
Steve Voss

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
Kelly Hahn

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
Cherilyn Suiter

Verified Reviewer

Prophet as a Sales Tool

2016-04-21

It is easily customized to meet individual business needs and allows us visibility to our entire team with regards to meetings, contacts, opportunities, etc.

Pros

This software has many pros, including its integration with Outlook.

Cons

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.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Al Vasaris

Good staff trying to support an unpredictable software

2014-06-04

Pros

The staff is willing to help and seems knowledgeable.

Cons

Sometimes, data you entered yourself is not retrievable, the report writer is weak, and crashes are very regular.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

2/10

Recommendations to others considering Prophet CRM

Get a 90-day money back guarantee and be sure to implement and test within the 90 days.

Source: Software Advice
Helpful?   Yes   No
Read more
Kyle Earlywine

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