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Prophet CRM Reviews & Product Details

Verified User in Machinery
AM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Prophet CRM?

Prophet helps us reduce the time and energy necessary to feed the sales funnel tracking "beast." It keeps everyone happy with its reporting and forecasting functions. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

Like any other tool, you need to use to be effective. Like the old saying goes, "If it's not in Prophet, it didn't happen!"

Wish we were able to make address changes, etc, from the global screen instead of having to burrow into the root. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

Forecasting and reporting are simplified across all levels of the organization. Everyone can see what is going on in the sales day-to-day. Review collected by and hosted on G2.com.

Prophet CRM Overview

What is Prophet CRM?

Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to uniquely leverage the work you and your team already do in Outlook, and automatically associates that activity to the appropriate customer opportunity within Prophet CRM. Whether from your desktop or mobile device, all Outlook-based emails, tasks, and calendar events are automatically tracked and associated to the corresponding opportunity, unburdening your team from administrative entry and giving them more time to sell. With more timely and thorough entry of sales activity data, sales managers gain valuable insight regarding your customers, sales team and sales processes. Combine Prophet CRM's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success.

Prophet CRM Details
Languages Supported
English
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Product Description

Prophet CRM expands and transforms Microsoft Outlook into a powerful CRM solution. Prophet’s unique integration with Outlook leverages the work you and your team are already doing in Outlook and automatically associates that activity with the appropriate customer opportunity. The timeliness and depth of customer-based activity data you get from Prophet will improve both the efficiency of your sales team and your sales results.

How do you position yourself against your competitors?

Unlike other Outlook "integrated" CRM applications, Prophet CRM's client physically resides within Microsoft Outlook. This lets Prophet CRM leverage and extend Outlook's existing functionalities, transforming it into a highly effective CRM application -- no user application switching costs, no continual data syncing, no duplicate entry of user activity data.

Since it's embedded, Prophet CRM automatically takes advantage of the activities your team performs in Outlook throughout the business day. Outlook-based emails, meetings and other calendar events, contact updates, and tasks are auto-tracked and associated with the appropriate sales opportunity in real-time. Automatic activity tracking not only results in less data entry by your team - it also improves the accuracy, timeliness and comprehensiveness of vital data regarding your customers, pipeline, and sales team. You will gain new and incredibly valuable insight into your business.


Seller Details
Year Founded
2002
HQ Location
Bellevue, Washington
Twitter
@ProphetCRM
661 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®

Warren S.
WS
Overview Provided by:

Recent Prophet CRM Reviews

Karan S.
KS
Karan S.Small-Business (50 or fewer emp.)
4.5 out of 5
"Seamless workflow with Outlook"
Prophet's integration with Outlook means everything is in one place, eliminating the need to switch between programs constantly. This has been a hu...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Love Prophet"
It is effortless to use; I love the set up and how you can change the columns
Somya G.
SG
Somya G.Small-Business (50 or fewer emp.)
5.0 out of 5
"Prophet CRM: Navigating Business Relationships with Precision"
Prophet CRM's seamless integration and user-friendly interface make managing customer relationships a breeze, fostering efficiency and enhancing th...
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Prophet CRM Media

Prophet CRM Demo - Visibility into your Sales Pipeline With Prophet Analytics
Prophet CRM's powerful analytics tools will give you clear insight to make informed managerial decisions.
Prophet CRM Demo - ProphetCRM is entirely embedded within Outlook
ProphetCRM is entirely embedded within Outlook. This means no double-entry, and anytime a someone is using Outlook they are also tracking and recording data in the CRM!
Prophet CRM Demo - Visibility into your Sales Pipeline With Prophet Analytics
Prophet CRM's powerful analytics tools will give you clear insight to make informed managerial decisions.
Prophet CRM Demo - Managing Opportunities with ProphetCRM--embedded in Outlook!
ProphetCRM's Opportunity Manager allows you to manage Opportunities directly through Outlook. Prophet's Next Step Date & Action fields ensure that nothing falls through the cracks!
Prophet CRM Demo - Sending Group Emails with ProphetCRM
It is easy to send marketing group emails with ProphetCRM. Each email individually populates with Contact information, providing the personal touch.
Prophet CRM Demo - Prophet Mobile enables remote CRM connectivity and updates.
Prophet Mobile enables remote CRM connectivity and updates. Works an iPhone, iPad or Android Phones
Answer a few questions to help the Prophet CRM community
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194 out of 195 Total Reviews for Prophet CRM

4.1 out of 5
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194 out of 195 Total Reviews for Prophet CRM
4.1 out of 5
194 out of 195 Total Reviews for Prophet CRM
4.1 out of 5

Prophet CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Prophet CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Karan S.
KS
Sales Employee
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Prophet CRM?

Prophet's integration with Outlook means everything is in one place, eliminating the need to switch between programs constantly. This has been a huge productivity booster for me. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

One drawback of Prophet CRM is that you can't search the text inside attached documents. This can be frustrating if you have a lot of attachments stored in the system, as finding specific information becomes a manual process. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

No more manual data entry, just a unified platform that boosts your productivity. Review collected by and hosted on G2.com.

Somya G.
SG
Senior Software Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Prophet CRM?

Prophet CRM's seamless integration and user-friendly interface make managing customer relationships a breeze, fostering efficiency and enhancing the overall user experience. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

Prophet CRM is robust, yet the learning curve for its advanced features may be steep for some users, posing a potential challenge in maximizing its full potential. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

Prophet CRM streamlines communication, organizes client data, and facilitates collaboration, addressing the challenges of relationship management. This translates into improved client engagement, streamlined workflows, and overall enhanced business productivity Review collected by and hosted on G2.com.

Verified User in Electrical/Electronic Manufacturing
UE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Prophet CRM?

I like how easy Prophet CRM is to use! You can enter, edit, or view customers and orders with ease. And if you ever have any problems, their support team is exceptional! Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

My only qualm with Prophet CRM is that when I log onto Outlook it sometimes doesn't load the Prophet CRM automatically, and I have to manually connect it. Also, I have had problems in the past with syncing contacts to my phone from my computer. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

The biggest issues Prophet CRM is solving is that it is helps keep all our customers and their orders organized. I also like how easy it is to impute a new customer or order. Review collected by and hosted on G2.com.

Response from Warren Stokes of Prophet CRM

Hello and thanks for your review of Prophet CRM! We appreciate your positive comments and I am sure we an help with the two concerns you have about loading and synching contacts with your phone. The Prophet Mobile App is a good way to access your contacts, accounts and sales pipeline from your phone. You can download it on your phone here: https://www.avidian.com/crm-features/mobile-crm/. Syncing contacts to your phone from your computer is supported but it does need to be set up a certain way. As a reminder, you can easily contact tech support by sending an email to support@avidian.com.

You can contact me directly via email warrens@avidian.com Or you can call me on my Direct Line (425) 217-0343 any time M-F 8:00am Pacific time or later.

See how Prophet CRM improved
Rob H.
RH
Business Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Prophet CRM?

Being based on MSOffice Outlook which is the system i have used for 25+ years, makes Prophet extremely easy to learn and use.

Training support is excellant and further support is always just a call away. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

Have not had issues with Prophet once I understood that having a second outlook window up made additions and searches much easier. Just need to remember to refresh both windows regularly Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

We have a small potential custome base of companies, however each company has a 1000+ employees. Being able to consolidate and find releveant emails by company and by individual saves me time and alleviates a lot of frustration Review collected by and hosted on G2.com.

DM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Prophet CRM?

It's easy to use, you can quickly get comfortable with it. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

The UI can feel old, it's a lot like an Excel sheet. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

Prophet helps us keep track of touching base with leads. Review collected by and hosted on G2.com.

DB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Prophet CRM?

Accessing information on accounts and entering new accounts have proven to be simpler than Sales Force. Prophet is better than Sales Force because its for me. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

If all emails sent to clients were captured in Prophet CRM my days would be easier. Currently only the group emails are seen by the field reps in Prophet. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

Capturing basic information for my pipeline, contacts and prospects in one place allowing for greater productivity. Review collected by and hosted on G2.com.

Response from Warren Stokes of Prophet CRM

Hello Derrick! Thanks for your review of Prophet CRM! We appreciate your positive comments. We now offer a function called Auto-Linking that allows you to capture all emails sent to your clients so that they can be seen by your field Reps. It is easy to enable this, and once you do we can provide some training on how to use the Auto-Link feature. You can contact me directly via email warrens@avidian.com. Or you can call me on my Direct Line (425) 217-0343 any time M-F 8:00am Pacific time or later.

Verified User in Broadcast Media
UB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Prophet CRM?

The notes go back for years, although it is hard to scroll through and read them with the layout of the system. I do like the opportunity report but I wish there were better/easier to pull projection reports for pipeline. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

It's a pretty clunky system. You have to write and save your notes in both the opportunity manager and customer manager otherwise once an opportunity is closed, no one can see that you've been working the account. Also, it's not intuitive at all. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

It helps us keep track of who is working prospecting accounts and what the latest notes or updates are for current clients. Review collected by and hosted on G2.com.

EA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Prophet CRM?

The possibility of inserting my activities and having an archive Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

For some functions it is a little complex Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

Have an updated situation of the relationship with customers Review collected by and hosted on G2.com.

PV
Commercial Accounts Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Prophet CRM?

Customization is very helpful and allows us to enter whatever data we deem appropriate. Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

Creating appropriate reports and setting up the dashboard is difficult. We are unable to search the attached documents for content. Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

Very cost-effective and ideal for our small business. All our data is in one location. Review collected by and hosted on G2.com.

Response from Warren Stokes of Prophet CRM

Hello Pete! Thanks for your review of Prophet CRM! We certainly appreciate your positive comments. We can help with your reporting requirements. I would like to understand more about your comment about searching the attached documents. You can contact me directly via email warrens@avidian.com Or you can call me on my Direct Line (425) 217-0343 any time M-F 8:00am Pacific time or later. For general technical support you can also email support@avidian.com

MI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Prophet CRM?

Stores my Companies and Contacts and Notes info Review collected by and hosted on G2.com.

What do you dislike about Prophet CRM?

Does not support many marketing functions. Does not support HTML Email Templates. Doesn't remind me of Activities nor Suggest Marketing practices Review collected by and hosted on G2.com.

What problems is Prophet CRM solving and how is that benefiting you?

It stores my Company Info and Contacts, but so does Outlook Review collected by and hosted on G2.com.

Response from Warren Stokes of Prophet CRM

Hello Mark! Thanks for your review of Prophet CRM! I really appreciate your input. We recently release a new feature set called Campaign Manager. You may want to take a look at it here: https://www.avidian.com/crm-features/campaign-manager/

Our design approach for Campaign Manager is to achieve the highest Deliverability, Open Rates and Click Rates. We do this by employing the Outlook HTML Email format. I would be glad to show this to you and offer help in any other area of Prophet.

You can contact me directly via email warrens@avidian.com Or you can call me on my Direct Line (425) 217-0343 any time M-F 8:00am Pacific time or later.

See how Prophet CRM improved