Prophet CRM by AvidianProduct Overview
Prophet CRM product overview
Prophet is a CRM and Contact Manager embedded in Microsoft Outlook. It is designed to help teams centrally manage contacts, leads, opportunities, and projects. Opportunities and project management can be done directly from Outlook. Automated workflow and sales automation helps customers receive rapid responses. Prophet can also run analytics and track team activity.
Pros of Prophet CRM
Because it embeds directly in Outlook, Prophet does not create a separate platform your teams have to learn to use.
Cons of Prophet CRM
Prophet integrates best with Microsoft products like Outlook, Word and Excel, making it a bad fit for offices that use G Suite or Apple office products.
Breakdown of core features
Contact & Account Management
Prophet’s contact manager can manage contacts, company, and account records. Contacts can be filtered and sorted by fields such as category, job title, and state. The contact manager also creates a relational database of account company records, people, tasks and opportunities. Automated group emails, as well as follow-ups, can be sent via Prophet as well.
Opportunity & Project Management
Opportunity Manager adds an additional element to Outlook by allowing relationships between companies, contacts, emails, tasks and calendar events to all be associated with a specific object. Sales opportunities can be easily looked up, sorted, or filtered. Prophet also creates relational databases of account company records, people, tasks and opportunities. You can track all email, tasks, appointments, and documents related to project or opportunity, all accessed from within Outlook.
Management Reporting
Management reporting allows companies to develop actionable insights on the information captured in Prophet. It provides easy to run reports, with 30+ pre-formatted reports included. Reports can be saved in Excel, text, html or PDF formats. Included analytics provide advanced visualization, drill-down, analytics and reporting.
Alternatives to Prophet CRM
Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.
1 Kintone
Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.
2 HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.
3 Really Simple Systems CRM
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.
(Last updated on 03/07/2022 by Marshall Bright)
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