--- title: Prophet CRM Reviews meta_title: 'Prophet CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 194 reviews by the users' company size, role or industry to find out how Prophet CRM works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 194 scale: '5' date_modified: '2026-08-10' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Prophet CRM Reviews **Vendor:** Avidian Technologies **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.1/5.0 **Total Reviews:** 194 ## About 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 Reviews ### 1. Prophet works well! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Prophet CRM?** Profit is easy to use. It is easy to customize, and it is easy to enter data. **What do you dislike about Prophet CRM?** Because it is integrated with Microsoft outlook, I sometimes need to wait for it to download information from the cloud. **What problems is Prophet CRM solving and how is that benefiting you?** Prophet is our company CRM. ### 2. OK **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** Well thought out and is customization seems to be easy. Great concept, just a shame it has to work with Microsoft. **What do you dislike about Prophet CRM?** Linked to Outlook. Needs to be on its own. **Recommendations to others considering Prophet CRM:** Use the hosted version, much easier. **What problems is Prophet CRM solving and how is that benefiting you?** Keeping in touch with clients and great followup. ### 3. Needs improvements **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Prophet CRM?** There are items that are good in this customer relationship management software program. I like that I can access it by email and in my outlook. I have used many of its competitors and some are better and some are worse. **What do you dislike about Prophet CRM?** I have used about a dozen different customer relationship management programs over my many years as a sales manager. This one is not that easy to use. I would like it to be easier to enter information into it. i would like it to be able to export or run reports easier as well. **What problems is Prophet CRM solving and how is that benefiting you?** It would be great to use it for email and/or other marketing campaigns. We use it for show prospects primarily. I would like to say it makes me more productive but it takes too long to enter in all the information. ### 4. Works for me **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** I like the integration into outlook which is helpful when doing calendar and contacts. **What do you dislike about Prophet CRM?** Prophet seems to crash my outlook fairly often. I wish it would work on iOS **What problems is Prophet CRM solving and how is that benefiting you?** They send out software updates often which I believe helps. ### 5. Green Flush Review of Prophet CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Kyle E. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2018 **What do you like best about Prophet CRM?** It interfaces with Outlook. This makes it easy to use as I spend almost all of my time in Outlook. **What do you dislike about Prophet CRM?** It is not as intuitive as I would like it to be. **What problems is Prophet CRM solving and how is that benefiting you?** I am actually following up with leads and when I do I have detailed notes. This is helpful both as a tool for sales and project management. **Official Response:** > Thanks for your feedback Kyle. Glad you like the Outlook embedding. Let's talk when convenient on how we might make Prophet more intuitive. That's super important to us. ### 6. Avidian Prophet **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2018 **What do you like best about Prophet CRM?** Mass Email function is great. Nice customazation **What do you dislike about Prophet CRM?** Conflicts with Outlook sometimes. Prophet contacts shared vs. Outlook contacts **Recommendations to others considering Prophet CRM:** More custom reports **What problems is Prophet CRM solving and how is that benefiting you?** Reaching mass audiences ### 7. Excellent marriage of CRM & Outlook 2010 **Rating:** 2.5/5.0 stars **Reviewed by:** Darrell W. C. | REALTOR, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2015 **What do you like best about Prophet CRM?** I get to use one program and customize it somewhat to adapt to my business and needs for my customers. **What do you dislike about Prophet CRM?** It doesn't search and remove duplicates. It requires dedication to adapt to using it and learn all the features available. It doesn't have a library. Often when a lead calls me, it would be nice if I could obtain a script from the library in a few clicks. **Recommendations to others considering Prophet CRM:** Make time to watch the training and support videos, they are very valuable. **What problems is Prophet CRM solving and how is that benefiting you?** Creation and implementation of automated sales processes, Follow up and Follow through. ### 8. A great way to keep track of your prospects within Outlook **Rating:** 3.0/5.0 stars **Reviewed by:** Graham L. | Chairman and CTO, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2015 **What do you like best about Prophet CRM?** We used to use Maximizer, but the remote function kept breaking down, and as it was a separate programme it kept getting forgotten to be used. As this integrates with outlook it is easier-to-use it than not to use it. **What do you dislike about Prophet CRM?** The import function for adding contacts after a trade show is poor and takes a lot of manipulation. The Sales Assistant does not work with opportunities...the most needed function. The Sales assistant does not work with sub-folders...eg it can not be compartmentalized depending on the type of sale one is working with. (By the way the upload file did not work) **What problems is Prophet CRM solving and how is that benefiting you?** Much easier to follow opertunities ### 9. I use this product all day long 5 days a week. **Rating:** 3.0/5.0 stars **Reviewed by:** Julie K. | National Account Manager, Printing, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** The easiness to use the software and how it links to my email. **What do you dislike about Prophet CRM?** There is not spell check within the notes future. This makes it time consuming to have to copy and paste into word for grammar issues. **Recommendations to others considering Prophet CRM:** Spell check feature. **What problems is Prophet CRM solving and how is that benefiting you?** I can track when I need to contact someone and pull reports when I want to refresh my mind of past touches. ### 10. Avidian Prophet CRM - Version 7 **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** Our company used Version 5 for several years & LOVED the versatility and layout of the Outlook plugin platform. **What do you dislike about Prophet CRM?** Our company has experienced non stop issues since upgrading to Version 7. Our Microsoft Exchange Server environment has not been compatible with the version 7 Upgrade, however to their credit, Prophet IT has diligently been trying to work through it with our IT. **Recommendations to others considering Prophet CRM:** If you are considering Prophet CRM, be sure to verify the platform, requirements, and plug in features with your Exchange Server Host & Internal IT as applicable. **What problems is Prophet CRM solving and how is that benefiting you?** We are not a sales based business, we are a service based business. When the software plug in is functioning properly in our Exchange environments, we realized numerous benefits from our direct "current news & information" email marketing blasts. ### 11. Newest iOS update **Rating:** 2.5/5.0 stars **Reviewed by:** Andy R. | Practice Administrator, Veterinary, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** The ability to track interactions with contacts is great. **What do you dislike about Prophet CRM?** The new iOS update makes the opportunity tab almost unusable. Please return to the previous view or give us the ability to edit the view. **Recommendations to others considering Prophet CRM:** If you are using a Mac you should look for other software. **What problems is Prophet CRM solving and how is that benefiting you?** Contact management. ### 12. Ok Software - Easily customized **Rating:** 3.0/5.0 stars **Reviewed by:** Georgia N. | Business Development/Executive Assistant, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** I like that it syncs with Outlook, and now has a search feature **What do you dislike about Prophet CRM?** The extra fields make the whole system clunky and there are limits on how much you can customize your opportunity layout. I have tabs that I don't use and will never use and can't get rid of them. **What problems is Prophet CRM solving and how is that benefiting you?** Keeping track of hundreds of leads at various stages - we have more valuable information to make decisions on marketing dollars. ### 13. So far, okay, hope customer service improves with time... **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** The depth/breadth of which it is integrated into Outlook, the seamless experience from email to opportunity to followup to SALE **What do you dislike about Prophet CRM?** Customer service in regards to new customer setup, questions specific to our business, has been a little slow and responses have been almost distant or vaguely aggressive. The product may sell itself but some users like myself may not be as well versed to just jump right in..we need help and we are met with people telling us they have helped us already and we should get it by now... **What problems is Prophet CRM solving and how is that benefiting you?** Basic customer retention, tracking, followup... ### 14. Prophet has some nice features **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** "Marrying" of contact emails to the contact management. **What do you dislike about Prophet CRM?** Causes Outlook to be a little slower. Tasks/opportunities is a bit confusing. **What problems is Prophet CRM solving and how is that benefiting you?** A real contact manager versus Outlook notes. ### 15. good start **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** integration with Outlook .................................................................................. **What do you dislike about Prophet CRM?** better front end trainin ... wish training/support more easy access .......................................................................... **Recommendations to others considering Prophet CRM:** focus hard on training early **What problems is Prophet CRM solving and how is that benefiting you?** common notes/emails ## Prophet CRM Discussions - [Is Prophet CRM a good fit for businesses in my industry?](https://www.g2.com/discussions/1957-is-prophet-crm-a-good-fit-for-businesses-in-my-industry) - 1 upvote - [What do customers use Prophet CRM for?](https://www.g2.com/discussions/1956-what-do-customers-use-prophet-crm-for) - 1 upvote - [Does Prophet CRM work on other email system other than Outlook?](https://www.g2.com/discussions/1955-does-prophet-crm-work-on-other-email-system-other-than-outlook) - 1 upvote - [Does CRM Prophet work on Macs?](https://www.g2.com/discussions/1954-does-crm-prophet-work-on-macs) - 1 upvote - [How is Prophet CRM different?](https://www.g2.com/discussions/1076-how-is-prophet-crm-different) - 1 upvote - [View Prophet CRM pricing details and edition comparison](https://www.g2.com/products/prophet-crm/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A01%3A12+-0500&secure%5Bsession_id%5D=1948b759-7c1e-476f-8db5-f9dfec0a6f7f&secure%5Btoken%5D=b62cf834a0780655913fe9ed32df6e3ac4639508fa1771a713beb43ab3afce3e&format=llm_user) ## Prophet CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Triggers **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Behavior Monitoring **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Prophet CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,059 reviews)