---
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: '2026-07-17'
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&#39;s unique Outlook integration with it&#39;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. The absolute best at keeping me organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 11, 2021

**What do you like best about Prophet CRM?**

So easy to use it keeps everything in order and I can make my recall bank, so I don't forget to call customer

**What do you dislike about Prophet CRM?**

Sometimes shut down and or I have to restart it it freezes a little slow running

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

Staying organized and getting the customers on and off the phone quickly

  ### 2. Love Prophet

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about Prophet CRM?**

It is effortless to use; I love the set up and how you can change the columns

**What do you dislike about Prophet CRM?**

It restarts frequently, and I lose all my data. It can be very frustrating

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

Easy to stay organized and to keep data on customers

  ### 3. Rich messages are professionally added with google hangouts meet.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2020

**What do you like best about Prophet CRM?**

With a distinctive green color, a logo ready for a configured use, collaborative meeting introductions, are part of the options and tools established by the google hangouts meet system, to directly attend e-mail account synchronizations, messaging communication margin, business negotiation conferences, customer work coordination, call connections and its particular interactive effects recording, it manages to extend complete data presentations that work to create instant texts and file sharing in a flawless way for my company.

**What do you dislike about Prophet CRM?**

Problems in your payment center keeps the google hangouts meet system in disproportionate use of its tools, since by not canceling the debt, the options of your panel are blocked until the debt is paid, making your actions indefinite when these inconveniences occur, having to integrate a solution to these programming errors cost analysis, in which you can better manage the resources generated by this platform.

**Recommendations to others considering Prophet CRM:**

We fully recommend the hangouts meet system because its methods perfected my communication assistance levels, relating precise screen settings, video conference preview routing, additional message inclusion values, simple mobile application, professional web navigation, incredible presentation optimization conformists, balanced negotiation directed attention, are maintained with this interactive performance usability monitoring and collaboration format.

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

It has been managed with google hangouts meet, visual data preparation, invitation aggregation with personalized notifications, multiple accesses of intuitive meeting, remote function screen usage entry function, assured response times, scalable transmission training's, administrative sequence union applications, video call initiation in relation to sales, information presentation configurations generate large registration margins, idea capture collaboration, and its excellent quality audio keeps certain assistance of its tools running.

  ### 4. Avidian Prophet

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 22, 2018

**What do you like best about Prophet CRM?**

The integration into Outlook is invaluable.  The ease with which you are able to switch between outlook and prophet is so convenient.  The ability to send group emails and have those registered in the contact's notes makes it easy to track reachouts.  The flexibility of the opportunity template has allowed us to use as a support and service tracker as well.

**What do you dislike about Prophet CRM?**

The reporting section is a bit clunky, and not as flexible as we would like it to be. Also the assignment of departments and the difficulty in using the different opportunity templates adds extra steps when working outside of your department.  The app is very basic and not as dynamic as we would like it to be.

**Recommendations to others considering Prophet CRM:**

I would recommend the cloud based version.  With outlook anywhere sales people on the road are easily able to update opportunities, contact notes, add contacts, and easily keep things up to date.  The hosting service has been very reliable with only one short time of less than 1 hour where the server was down.

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

Staying on top of opportunities, tracking customer reachouts, and putting in place sales and service processes that Prophet is designed to support.

**Official Response:**

> It's great to hear that you see Prophet as an invaluable application.  We are pleased that you are using it in Sales and Support.  Getting these teams connected around the customer helps both teams and gives us a better, holistic view of the customer. We call this Total Company Selling. 

 We hear you on the reporting side and are working to enhance this area.  We have found that customers who fully utilize Prophet Views often find this as a great dynamic option for data dissemination. Feel free to reach out to your Customer Success team for guidance if needed.  Thanks very much for your review and feedback!

  ### 5. Great CRM option in marketplace

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Printing | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2017

**What do you like best about Prophet CRM?**

Very intuitive program.  It is easy to teach to others.  Works seamlessly with Outlook.  Can't wait for the next upgrade.  Love that everything is in Outlook and other users can view various activities of other users.  Great data in the analytics section of the program but takes awhile to learn it.  

**What do you dislike about Prophet CRM?**

One of our users described it "It is a click-a** happy program!"  It does take a lot clicks to do things but then again what program isn't?  I wish some of screens weren't locked down for additional customization especially having a customer type segment on the main company screen in company manager.  Received some wrong advice from our initial rep which put the customer type into an area that cannot be searched!  Data migration was a pain but we eventually got everything we needed into the program.  

**Recommendations to others considering Prophet CRM:**

Be sure all your data is set-up properly in advance of the migration.  Avidian does a good job of working with your IT people to be sure this happens.

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

We are able to analyze potential sales in varying stages.  Our account managers can create a variety of views based on any number of search criteria to pinpoint their marketing efforts. (state, city, area code, etc)  With a revenue screen view, they should never miss opportunities to followup on quotes.  Shortly we will be redoing our market segments in Prophet and be able to zero in on marketing opportunities by market groupings. 

  ### 6. CRM Integration with Outlook. Prophet ease of use and setup.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ron V. | Busniness Analyst / DBA, Medical Devices, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 25, 2014

**What do you like best about Prophet CRM?**

I believe in leveraging skills that have already been honed and the best way to do that for our company was to use our current skill set with Outlook and add a very robust CRM like Prophet that integrates with Outlook seamlessly. We have been able to automate a number of recurring sales automations tasks as well as provide management with custom reports when necessary. The support from Avidian has been nothing short of fantastic.

**What do you dislike about Prophet CRM?**

The administration portion of Prophet needs some beefing up but overall I believe that the Avidian software development team is headed in the right direction. The latest release with Analytics is great!


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

We accomplished both sales lead tracking and pipeline management but we also track the customers who buy from us. We effectively combined two systems into one.

  ### 7. Know what you need

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 22, 2018

**What do you like best about Prophet CRM?**

There is a wide range of customization and multiple layers of information. Sorting data by almost any parameter is easy and effective.

**What do you dislike about Prophet CRM?**

You need to know exactly how you want to use this system from the get-go, otherwise it becomes difficult to analyze massive amounts of information and leads.

**Recommendations to others considering Prophet CRM:**

Know exactly how you want to use this product before you implement it within your company. This will make your data more useful in the long run.

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

Prophet CRM helps us to maintain constant communication with any lead, regardless of importance. This has lead to us garnering sales from customers we'd have forgotten about in the past. It also helps us to sta at the top of leads' minds, making it more likely to eventually convert them.

**Official Response:**

> Thanks very much for the positive and constructive feedback.  We have developed a Prophet playbook to help with CRM project pre-planning and post-implementation data governance. Your Customer Success Manager at Prophet is happy to share.  We agree that future -proofing your data and turning into actionable insights will deliver the best outcome(s).

  ### 8. Prophet CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rick T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2018

**What do you like best about Prophet CRM?**

This works seamlessly and is user freindly 

**What do you dislike about Prophet CRM?**

It does track email unless you link it each time 

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

Opportunity Screen allows me to see the entire companies activity 

  ### 9. Initial setup and experience with Prophet.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 26, 2017

**What do you like best about Prophet CRM?**

Initial support and setup was excellent. 

**What do you dislike about Prophet CRM?**

Backend support post launch, weak at first.

**Recommendations to others considering Prophet CRM:**

Make sure you have a detailed post implementation plan and have your long term support specialist involved about midway through your implementation.  If they come in at the end you are having to retrain a new support person from their company, which is not helpful.  These guys are knowledgeable and willing to provide assistance, but can be a bit of a hassle in the short term.  Secondly, they are beginning to offer some interesting webinars and information, but their first run at this was cumbersome and didn't go off well.  Might give some insight into their ability for long term strategic development.  So far, we like the system, but are not using anywhere near capacity. 

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

Tracking and ability to review information as field reps develop processes.  Field reps have begun to see what their efforts are producing and the actual activity levels the are performing at/above.

  ### 10. 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.

  ### 11. Support ticket unanswered for three months.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 21, 2018

**What do you like best about Prophet CRM?**

I can't say that I have had a good experience.

**What do you dislike about Prophet CRM?**

I have emailed and reached out repeatedly to correct issues, including my sales representative Kaye, and my account manager, Donnita, on multiple occasions and have consistently seen no response because they don't seem to have any sense of urgency to communicate with me.

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

I can organize my follow ups and my prospects.

**Official Response:**

> Sorry that after so many hours of effort on both sides, that we are unable to get you launched to your satisfaction.  We will review all of our steps to see if there is any other way to set you up for success with our product and with the resources you have on your side.  Thanks very much for the feedback.

  ### 12. Prophet Review 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rick T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 25, 2018

**What do you like best about Prophet CRM?**

It works once like it is supposed to The opportunity menu tracks all opportunities IF you keep it updated 

**What do you dislike about Prophet CRM?**

a little cumbersum when you have to update address changes etc.. 

**Recommendations to others considering Prophet CRM:**

Do your homework The fact that Prophet is embeded in Ouitlook a Big plus 

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

Tracking all opportunities A grest reminder by date the last time you touched an opportnity 

**Official Response:**

> Rick, thanks for your feedback. We will have our user experience folks review the address update process as we look to the next versions.  Glad to hear you are all about keeping those opportunities updated!  We have seen a common thread to all sales talent that consistently hit their quotas: their pipelines and opportunity details are always pristine and up to date.

  ### 13. Avidian Prophet.  Tracking our Opportunities more Efficiently

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric H. | Vice President of Preconstruction, Construction, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 06, 2017

**What do you like best about Prophet CRM?**

Functionality with our existing software and controls.  Avidian Prophet uses the Microsoft Outlook framework that we are all used to and makes the software an easy extension of our normal work flow.  This does not require an extensive training program for new users as the use of the application is very intuitive.

Other than function of the software, I would have to say that the Customer Support team is second to none.  I have never had the personal attention and care from Customer Service personnel as I have had with the Avidian team.



**What do you dislike about Prophet CRM?**

Nothing.

There was a small learning curve to understand how Outlook Contacts interact and sync with Avidian, but after a short explanation, this is not a problem.

**Recommendations to others considering Prophet CRM:**

If you are looking for an efficient CRM solution that will not require extensive training and on-boarding, I believe Avidian Prophet to be the solution you are looking for.

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

We have several roles in the company that are responsible for Business Development activities and the Avidian Prophet software offers a solution to track all of the corporate opportunities in a single location that all Users can access in real time.  The Prophet application allows for all stakeholders in the project to save their notes, correspondence, documents and communications in a single, easy-to-access location, while simultaneously synchronizing with your Outlook Contacts and Tasks.

  ### 14. 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 

  ### 15. Amazing User Service once purchased

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2017

**What do you like best about Prophet CRM?**

The fact that technical support is one call away and they will help you over the phone immediately if possible. They can also set a date and time to do a quick refresher course or set up new training for you on a function you have never explored yet. They will take control of your screen and walk you through your specific issues, so you can complete the task with them right there. 

**What do you dislike about Prophet CRM?**

The reporting section could be a tad bit more user friendly, although with tech support there to help you it is easier to navigate. They will help you create a report template that you can save and use over and over again. 

**Recommendations to others considering Prophet CRM:**

Very user friendly due to the fact it uses Outlook which pretty much everyone is familiar with.

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

For follow up purposes this CRM keeps you very organized. You can create a task within an opportunity and it will populate (if you like) into your outlook calendar and send you follow up reminders. As a sales person this is key!

  ### 16. As easy as using Outlook - no need to learn another package

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve S. | Regional Sales Manager, Industrial Automation, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

I've used a lot of different CRM packages over the years, and Prophet is so easy because it feels as if it's an extension of Outlook. Everything feels familiar if you're using Outlook and so far I haven't found anything that requires truly specialized learning. The learning curve was essentially non-existant.

**What do you dislike about Prophet CRM?**

I WOULD have said my only real complaint is there wasn't a good iPad version available, but that has been remedied over the past few weeks. The new mobile platform is good, simple and easy to use. While it doesn't provide all of the functionality of the desktop/laptop version, it does allow me to do everything I need to do while in the field. So there's nothing that I truly dislike about Prophet.

**Recommendations to others considering Prophet CRM:**

The product support has been fantastic. Not once have I been less than totally satisfied!

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

We use Prophet for contact and opportunity management, and it provides us with a quick and easy way to capture the data we feel is important to our business. Since most, if not all, of the fields are user-definable we've been able to tailor Prophet to fit our exact needs. And when we've decided to change, delete or add fields, the modifications are quick and easy to make.

  ### 17. CRM That is Customize able and So Powerful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dwight D. | Area Director, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 01, 2016

**What do you like best about Prophet CRM?**

What I like best it that it took what I was already using on a daily basis Microsoft Outlook, and gave me a way to keep step with all of my clients.  I was able to use company jargon and product tracking and keep records on areas that I have to create in my monthly reports to my bosses and board. The most help has been with the support, and the classes they provided, and along with the YouTube channel of demo's I was able to watch, and try out some of the tips and tricks.  
I have been a user for a long time, and each year I seem to discover more solutions on how to make use of this powerful CRM software.  

**What do you dislike about Prophet CRM?**

I wish I understood the reporting side of the product better. I would love to be able to put out better looking reports, and add some of the things that I see in the video's. I know that this takes some practice, but the only opportunity seems to only arise when I'm under the gun for results.  I do use the established reports and they do just fine for the report I need to generate.

**Recommendations to others considering Prophet CRM:**

Can't wait for a Android version of the tablet use.  There isn't very many apple users here at my work we are all on windows platform.  

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

Keeping track of the companies that I work with on building relationships with both their employees and the employer.  I have several work areas this does make it easier to handle the cities, and my last contact with them. I now have a laptop that allows me to use this in the field. This has been way more helpful to do it there.  In the past I had to come in and transcribe my notes.
Love the automatic tickler area when the reach outs that happen because I have set them up.




  ### 18. VP Sales

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kent H. | U.S. Account Manager, Industrial Automation, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2017

**What do you like best about Prophet CRM?**

Embedded in Outlook, does not add an additional layer of software

**What do you dislike about Prophet CRM?**

No real issue at this point, perhaps connection to social networks

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

Sales forecasting

  ### 19. Shown how to create emails within Prophet.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marshall M. | Owner, Furniture, Enterprise (> 1000 emp.)

**Reviewed Date:** February 03, 2017

**What do you like best about Prophet CRM?**

The What Next aspect, because it has the greatest payback.

**What do you dislike about Prophet CRM?**

Still to early to say. We still have a lot of the system to start using and understand.

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

We have not been consistently calling back qualified prospects in the past, and this system helps to create the habit and track who is truly using it. 

  ### 20. Prophet CRM from Avidian

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ron G. | Principal and Owner, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2016

**What do you like best about Prophet CRM?**

Prophet was a breath of fresh air when I discovered it. I've been a user for over five years. It is so tightly integrated with Outlook that using it is like using a feature of Outlook rather than a 3rd party app.. Why would I ever want to use a less tightly integrated CRM? And their support is second to none. You actually have an account manager assigned to you, which creates a more meaningful support relationship.

**What do you dislike about Prophet CRM?**

They could do a better job of describing the different standard reports available. The names don't differentiate them as well as they could.

**Recommendations to others considering Prophet CRM:**

Take advantage of the account manager assigned to you!

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

- Single customer/prospect database
- Group emails to targeted groups


  ### 21. Implementing Prophet has given us the efficiency that we were looking for.  

**Rating:** 5.0/5.0 stars

**Reviewed by:** Meghan H. | Senior Manager, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 04, 2016

**What do you like best about Prophet CRM?**

That tracking of all contact made with someone and the options to track all activities within the office. 

**What do you dislike about Prophet CRM?**

The linking can result in multiple users being linked and involves constant clean up. 

**Recommendations to others considering Prophet CRM:**

The support Prophet (especially Roger) has given us in making the system what we would like it to be has been great. We appreciate their continued support in making Prophet continue to work with us with our changing needs. 

If any has a company/office that struggles to find ways track opportunities, increase production and secure record keeping than Prophet is a great option. 

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

Prophet has allowed us to track all activity which results in more efficiency within the office and record keeping has improved. 

  ### 22. Prophet CRM has given me the details of customer tracking the easy way

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matthias H. | Sales Representative, Furniture, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 04, 2016

**What do you like best about Prophet CRM?**

The integration right with Outlook and all the other Add-Ins together make it so simple to operate in one environment without switching, transferring etc.

**What do you dislike about Prophet CRM?**

Not having the data available once yo are offline I still dislike. Planning that is sometimes not possible and depending where one travels, Being online is not always possible. It is getting better however, due to the availability of WiFi at more and more places.

**Recommendations to others considering Prophet CRM:**

GO take a training session with them; talk to the team about the features; read up on the success story;

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

My notes are all in one location, I have projects, reminders all linked together and thus I can manage a day, a customer or a project easily.

  ### 23. Solid CRM Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Franca B. | Program Development Supervisor, Education Management, Enterprise (> 1000 emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

The Avidian Prophet CRM product has proven to be a very easy to use product that is imbedded in Outlook.  The application Interfaces very well and allows my department to track our sales activity easily.  The product support is outstanding and when I've run into an issue they respond very quickly and with knowledgeable suggestions.  The product is outstanding and the service is even better.  

**What do you dislike about Prophet CRM?**

The security built into our company servers does slow down the launch of the product. But that is something I've become accustomed to.  

**Recommendations to others considering Prophet CRM:**

I researched several CRM products before purchasing Prophet a few years back and this product has been perfect for my purposes. As well, the support we receive from the account manager and from the help desk support is outstanding.  

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

Avidian Prophet CRM has allowed me to track and respond to new and existing customers easily with access to important information at my fingertips.  The historical information is key for my business and having my support staff access that same information is critical.  I can't imagine working without this tool now that I've used it for 2 years.

  ### 24. Easy to Use; Great Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Recreational Facilities and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2016

**What do you like best about Prophet CRM?**

Customer support from Prophet has been great.  I am not a power user, but every once in awhile, I have questions about Prophet.  I get fast, accurate responses in no time.  

I've had a few computer issues over the past year, as well, and having a cloud-based CRM has been a big relief - nothing lost!

Prophet is the one and only CRM I have used, and being able to easily track correspondence is really valuable.  I may only have contact with a client once a year, so remembering or tracking down term, special needs, etc., would be cumbersome without Prophet.

**What do you dislike about Prophet CRM?**

Would like to be able to merge customers, when I've found I've created duplicates.

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

Tracking correspondence with customers and noting relationship issues is very important in my business.  Having a CRM that seamlessly manages this information is a huge benefit to me, particularly since many clients only interact with me on a  once-a-year basis.

  ### 25. Profiting from Prophet

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ryan W. | National Sales Manager: Homecare, Medical Devices, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

The integration with Outlook is clean and using a platform we are all familiar with makes life easy when using this CRM.

**What do you dislike about Prophet CRM?**

A more robust mobile application will be a nice addition to the overall platform.

**Recommendations to others considering Prophet CRM:**

Do your homework, but if you want a solid platform that easy to navigate and simple to use, then Prophet can help you and your team manage the sales cycle, customers and opportunities.

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

Organization of data, managing pipelines, capturing information, etc.  We were in the twilight zone and now we have structure, visibility and accountability.  

  ### 26. Stainless Steel Product Manager

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chris S. | Stainless Steel Product Manager, Mining & Metals, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

It is very easy to use and make changes to the software as grow with it. 

**What do you dislike about Prophet CRM?**

Visually I wish there were some color options which might make it easier to distinguish on item for the next.  

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

We are finally able to coordinate our inside and outside sales efforts. This has helped use to follow up on more quote and to grow our business. We are operating fast and more efficiently. 

  ### 27. Easy to use product and great support!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

Anyone who is familiar with Microsoft Outlook can quickly and easily become proficient with Avidian Prophet CRM.  If you can create and manage contacts, use your calendar and tasks it will be an easy transition for you to log all sales activity in one place!

**What do you dislike about Prophet CRM?**

If I could change anything, I would have the 3 separate databases "speak" to each other.  

**Recommendations to others considering Prophet CRM:**

Be sure to get your sales leadership on board, especially during implementation.  Their support will be critical to its success.  

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

Great visibility to contacts across the organization, which covers 75 users across multiple states and within Canada.  We are starting to use the tool for marketing purposes and looking forward to using the MailChimp integration soon.

  ### 28. Overall view of current and closed opportunities, group emailing and lead maintenance.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew B. | Sales Manager, Transportation/Trucking/Railroad, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2016

**What do you like best about Prophet CRM?**

Group emailing function. Allows me to split between agents / partners and customers and can easily ensure that the right people get the correct notifications.

**What do you dislike about Prophet CRM?**

That you cannot switch back and forth between PROPHET and Outlook so when you leave the program you have to go back in and start from scratch each time.

**Recommendations to others considering Prophet CRM:**

Great tool from User level to administrator. Easy to track progress, run reports & most importantly keep in front of the customer / prospects.

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

PROPHET allows us to keep in front of customers . prospects easily.

  ### 29. It has helped us streamline the sales team

**Rating:** 4.0/5.0 stars

**Reviewed by:** Deborah S. | Director of Operations, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2016

**What do you like best about Prophet CRM?**

The ability for all to see what is happening with all customers. 

**What do you dislike about Prophet CRM?**

Doesn't always work well on networks.  Reporting could use some sprucing up. 

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

Streamlining quotes and tracking of correspondence with customers.  Allows the whole company to see customer contacts. 

  ### 30. PROPHET as contact & opportunity manager for solo practitioner

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2016

**What do you like best about Prophet CRM?**

By building on top of Microsoft Office, Prophet provides multi-user functionality that desktop-based MS Office lacks, such as the ability for users to see one another's emails pertaining to an opportunity. Combine this with the ability to track the progress of opportunities, an intuitive interface, and nearly crash-proof implementation (plus personal support when rare issues arise), and you've got a real winner.

**What do you dislike about Prophet CRM?**

No problems for me, as a solo user. I have heard that there may be problems scaling up or migrating data to other systems, but that is not an issue for me.

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

Tracking speaking and consulting opportunities. Improved public visibility.

  ### 31. IT Officer, maintaining on premise server and supporting Prophet users

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

Flexibility and stability.  Built in interface with Outlook

**What do you dislike about Prophet CRM?**

West cost support hours.  We have to wait until 9:30 AM our time when our users are working at 7:30.
When you create a new user it can take HOURS before they get the password...sometimes DAYS unless you re-request..

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

N/A

  ### 32. Prophet CRM allows us to efficiently manage opportunities, companies and contacts.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

Using Outlook as a foundation, linking emails and tracking opportunities is simple.

**What do you dislike about Prophet CRM?**

Search field - When searching a company or contact, a spelling error or partial name will not display the desired entry and has caused some double entries.

**Recommendations to others considering Prophet CRM:**

Determine if Prophet CRM can be compatible with other ERP software to tie in with other departments such as operations, manufacturing or accounting.

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

Excellent platform to track notes, set reminders or tasks resulting in improved effiecincy during the sales process.

  ### 33. Willing to work with me

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2016

**What do you like best about Prophet CRM?**

It keeps me organized and the training is seamless

**What do you dislike about Prophet CRM?**

It doesn't have artificial intelegence that would tell me what to do

**Recommendations to others considering Prophet CRM:**

Get it 

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

Finding new leads easier. Less service issues as one benefit is less falls through the cracks. 

  ### 34. Very professional and friendly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paige B. | Business Development Administrator, Facilities Services, Enterprise (> 1000 emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

Friendly and patient always available to help

**What do you dislike about Prophet CRM?**

Nothing, everything has gone very smoothly there was a little delay with getting my Midwest on.

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

Seeing our bottom line in sales in real time.

  ### 35. Has worked very well for us

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ron v. | President, Machinery, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2016

**What do you like best about Prophet CRM?**

Customer service and that it works inside outlook

**What do you dislike about Prophet CRM?**

A little cumbersome sometimes.  Hard to remember unless you are using the same feature all the time

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

Mostly CRM tracking, bulk email, etc.

  ### 36. Prophet 7 Review for Outlook 2013

**Rating:** 0.0/5.0 stars

**Reviewed by:** Randel T. | Owner, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 31, 2015

**What do you like best about Prophet CRM?**

Very satisfied with Prophet 7, & works great with Outlook 2015. Integrates very smoothly.

**What do you dislike about Prophet CRM?**

All good with Prophet, now if only Outlook could run as smoothly.

**Recommendations to others considering Prophet CRM:**

If you like using Outlook, this is the best CRM I've come across.

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

None

  ### 37. It was pleasant and quick. 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Matthew (Matt) C. | Director, Head of Sales, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 24, 2014

**What do you like best about Prophet CRM?**

The support and knowledge center. I like the layout of the website with the use of the FAQs, and the access to cases on-line and the support. I am happy that I can talk to someone in the US. Furthermore, the attention of detail with their integration of Outlook and workflow provides the access to information I need when dealing with clients and prospects  anytime and anywhere. There is a flexibility there which I like because as my business grows, I can mold Prophet to fit my needs. 

**What do you dislike about Prophet CRM?**

I don't like the fact that the software does not install correctly the first time. Everything start with the first impression and the first thing, your software is flawed when running the installation packages. I also that you cannot toggle between the contact, company and opportunity manager on 1 screen. I have to open separate windows and ALT-TAB between managers. It is a little annoying at times. Also, why can't I share my custom views with others? If Prophet is supposed to help us collaborate, that would be one of the first I would want. 

**Recommendations to others considering Prophet CRM:**

If you are looking for a web based CRM that also integrate with Outlook. Then I would recommend this product based on the price point. 

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

Workflow, transparency and reporting. I like how this integrates smoothly with Outlook and the fact if I am remote, I can still get access to the data on an iPhone, iPad, or PC.

  ### 38. Prophet provides a superior productivity and funnel management tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas D. | Director of Sales, Telecommunications, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 25, 2014

**What do you like best about Prophet CRM?**

The ability to customize sales reports and to pull and review funnel reports with sales reps. We also use Prophet as an Account Management tool and I am able to review activity with our Account Manager on all our existing base of clients to monitor contacts, distribution of newsletters, and new services sold. I'm also able to monitor and measure the churn rate of our base.  

**What do you dislike about Prophet CRM?**

We are very pleased with Prophet and do not have an area of dislike.

**Recommendations to others considering Prophet CRM:**

Understand the full breath of the tool especially the ability to customize reports to fit the specific requirements of your business. 

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

Measuring productivity of sales reps and account managers. I can measure close ratios and contact frequency and determine reps effectiveness in building funnels. One of the key benefits realized from using Profit is that it has allowed me to set realistic productivity expectations for sales reps and account managers. 

  ### 39. Must have product to keep on top of your clients.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aaron H. | Sales Executive, Logistics and Supply Chain, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2015

**What do you like best about Prophet CRM?**

I love that it is integrated with MS Outlook.  It makes setting appointments, tasks and reminders simple to keep track of.  If you sync your phone to your Outlook calendar, then you get all of them even while on the go.  

**What do you dislike about Prophet CRM?**

I wish there was a MOBILE app or the mobile website worked.  It's a little frustrating that to have to fire up the laptop of the road to update something when we could just do it on our phones.  

**Recommendations to others considering Prophet CRM:**

If you are using OUTLOOK for work emails, this is a no brainer.  Get it and you be glad you did.  

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

It's helping us effectively stay on top of our current clients as well as the pursuit of new ones.  We are generating reports from the system to track how our sales staff is doing and see how they are going from week to week as well as monthly and yearly.  

  ### 40. Avidian's Prophet Does a Great Job for CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andy P. | Principal, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

Prophet is a powerful, full-featured CRM that integrates easily with Outlook. The ability to use add-ons to the main contact and calendar tool we are already depending upon made the decision very simple.  I looked at probably eight to ten different CRMs before finally deciding upon Avidian's Prophet. The other key factors in their favor are: dollar-for-dollar the  flexibility in managing the new business "opportunities" we are creating and tracking, as well as the back-end customer service needs, was better with Prophet than any other platform.

**What do you dislike about Prophet CRM?**

The report creation and customization features are not all that friendly. Once you understand the steps, it gets easier, but it's the least user-friendly piece of their platform.  

**Recommendations to others considering Prophet CRM:**

If you're a small to medium-sized company, on a budget and already use Outlook as your main communication tool, then Prophet is a terrific fit.

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

Better coordination and real-time information-sharing of sales lead and new business data means better decisions and greater focus on the targets that matter most.

  ### 41. I recommend this product to every sales rep I work with!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joshua V. | PPE and Loose Equipment Specialist, Public Safety, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

Being that it is an Outlook add-on makes it very intuitive.  It is very easy to learn and use.  I am most impressed with the company and contact management portion of the program.  My boss loves the reporting features.  The email function allows me to personalize emails to multiple customers with the same information.

**What do you dislike about Prophet CRM?**

The mobile app for Prophet is extremely limited.  It works ok for looking up opportunities but most of the info on the app is already synched with my phone.  I think it may be more useful on a tablet if you could have the full suite available but it just doesn't do what i need it to on my phone.

**Recommendations to others considering Prophet CRM:**

If you like an easy to use product that tracks your customers and opportunities right in Outlook you have found it!

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

I use this product independent of what my company does.  I uses it for customer management and opportunity management.  I have been able to close more sales by staying on top of opportunities that would otherwise fall through the cracks.

  ### 42. Everything I'd want it to be

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jesse Wayland A. | PRESIDENT, Entertainment, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

Easily organizes emails and appointments and documents all in one place. I love being able to attach one person to several different groups. I also like that it is tied in with Microsoft Outlook. Should I ever need to change my CRM, all my contact and appointment information is still available to me. This was not the case with my last CRM; there was no integration with Outlook, which is part of the reason I switched.

**What do you dislike about Prophet CRM?**

Technical support must be done via email, and often takes hours to get a response. I would much prefer to be able to call in and speak with someone live when the problem arises.

**Recommendations to others considering Prophet CRM:**

I previously used Goldmine. At this time, I loved it. However when I went to upgrade the program, I learned they had discontinued their small-business support, and the license fee was now way beyond my means. My concern was that I wanted access to my 10+ years of data on Goldmine. I looked around and Prophet was the best I found. I particularly like that it integrated with Outlook. I figured that although I might want another CRM in the future, I would always use Word. Now that I have learned how to use Prophet CRM, I much prefer it to Goldmine. I find it more dynamic, and it is a fraction of the cost.

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

I was both self-employed and a full-time student. I have a lot going on, and this program has enabled me to stay organized and efficient.

  ### 43. I have used Avidian Prophet for the past year. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Peg E. | President, Accounting, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

I really enjoy that all CRM features are all within Outlook.  It really makes the workflow so much more simple. I really like not having to switch between programs. I have tried other CRMs that were supposed to synch with Outlook, only to end up with duplicate Contacts. Not possible with Prophet. Also, the search field is very powerful.

**What do you dislike about Prophet CRM?**

Nothing so far. I don't use many of the sales & pipeline features that are available. 
Will look into expanding my utilization of other features the program has to offer.
I might like if the Prophet was more pronounced in the List, maybe Bold Type Font.

**Recommendations to others considering Prophet CRM:**

If you want a CRM that works well within your Outlook program, this is it! I have tried many CRM programs over the years and Prophet is what I was looking for all along. I really like that I do not have to synch with Outlook. Everything is included and available within Outlook. No switching between programs is what I really like. Makes work flow much easier. 

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

Contact manager to enhance Outlook's abilities that did not have to be synched with another program.
Prophet CRM is exactly what I was looking for inn that regard.
All contacts are the same within Prophet and Outlook. No synching necessary. I can not stress too much how useful that feature is!


  ### 44. The easiest for entering new opportunities

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jen R. | Business Development Coordinator and IT Associate, Insurance, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

I like that the format can be customized from the administrative level. I can set which fields are required to be entered into the contact, opportunity, and company cards to help with creating better pipeline reports. 

**What do you dislike about Prophet CRM?**

I dislike that you cannot do a mass update on something like the close date. Each card opportunity card needs to be individually edited. For us, our sales cycle with prospects is annual, so once the date passes, we need to be able to easily push the opportunity to the pipeline for the next year.

**Recommendations to others considering Prophet CRM:**

Be sure to really think out your sales process instead of back-peddling a few months down and losing all of the data that had been entered. Also think about what types of reports will be important and create fields or options for it.

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

We are solving the problem of too much data being stored all over the place. Linking files and emails to company and opportunity cards has helped to reduce the amount of time spent looking for prospect information.

  ### 45. Great software. 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Scott Z. | Research Analyst, Telecommunications, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

Prophet is a tool that fits our very specific need, while maintaining a complete flexibility with what we wanted to do. Where we were previously working from several spreadsheets and post it notes, now we are able to maintain a flexible and clean database spread across several states with quite a few employees. 

**What do you dislike about Prophet CRM?**

At times, the server hosting our information can be slow, or simply wrong, causing a lot of heartburn when dealing with our data. Data clarification could be better.

**Recommendations to others considering Prophet CRM:**

Spend some time working in it and try to set up a dummy account first to get an idea of the tools. That way if something goes wrong, and it might, you can fix said issue or re-do it without losing your own data. 

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

Without revealing too much information, we use Prophet as a way to keep track of business we've done from the creation of the potential deal all the way to closing.

  ### 46. CRM Great System, technical implementation difficult

**Rating:** 3.5/5.0 stars

**Reviewed by:** Eric H. | Marketing Manager, Printing, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

**What do you like best about Prophet CRM?**

The system itself is a great way to keep your customers organized. We are able to e-mail based upon customer groups and not just mass e-mailing. 

**What do you dislike about Prophet CRM?**

The technical installation was done by the Avidian company, but we had a lot of issues upgrading from a local server to a cloud server. We still are having technical difficulties here and there with computer compatibility. I don't have time to keep contacting technical support every time I have problems, I would like it to to just work. 

**Recommendations to others considering Prophet CRM:**

Work out all of the bugs during the first installation. 

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

We try to keep in contact with our customers in a personal way, but with thousands of customers, it's tough to be personal with everyone. this system allows us to keep track of our customers, set reminders to e-mail, and keep notes of past orders. 

  ### 47. Avidian Prophet Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christopher B. | Rockies Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 24, 2014

**What do you like best about Prophet CRM?**

Without a doubt, the best thing is that the CRM is built into MS Outlook.  I've used several other CRM's in the past from the biggest out there to a few smaller cloud based ones, and they all lack in that you have to enter info into Outlook and also the CRM.  Some have syncing abilities, but those were not great.  Prophet is great since it resides and works within Outlook, which most have open all the time anyway.

**What do you dislike about Prophet CRM?**

1.  Prophet needs a smartphone (Android, Iphone, Ipad) app and they need it soon.  All CRM's are moving this direction and while being able to log into Prophet Mobile on a browser does work, it is really only a basic informational platform and not real powerful compared to other CRM's I've used.  I hope this is on the list of features being developed by Avidian.

2. The Addin is slow to load and Outlook warns me all the time about how long it takes to load.

3. I don't know why when I enter contacts for example, they go into "all contacts" list and I then have to assign them to myself.  This is a time waste.   It should automatically assign the companies and contacts to the logged-in user without intervention.



**Recommendations to others considering Prophet CRM:**

If you want CRM that is truly "inside outlook" this is the one to try.  Many other claim to sync with outlook, but some work well and some not so much. 

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

Organization and keeping track of all my prospects info, emails, tasks, and opportunities was the the number one challenge that Prophet has helped me get control of, all within Outlook.  Benefits have included being able to reduce my CRM time since all info is within outlook.

  ### 48. CRM Product Selection

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gene B. | Partner, Executive Office, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2014

**What do you like best about Prophet CRM?**

My associate and me had been reviewing and evaluating CRM products for several months. Also, In speaking with various industry acquaintances we had also been getting feedback from them on the products they were using for their organizations. Products like Sales Force, Microsoft CRM and a few others continued to come up in the conversations. All good products in their own right however, we determined that we were paying for features that we would never utilize. Then we came across Prophet CRM.  

Prophet just had the right balance of features to cost and most importantly allowed us to operate out of and in our current Outlook database. Even more, is the excellent implementation support from our account support person, Amanda... she is just what the doctor ordered. 

**What do you dislike about Prophet CRM?**

Too early in the process of implementation to truly assess everything but the immediate weakness is the limited functionality of the mobile application. It is very limited in function on IOS and Android platforms. While it does allow for adding new contacts and reviewing information it needs to allow full feature function on  IOS and Android. 

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

Our key reasoning for adopting a CRM platform was to add structure to our sales process for scheduling activities and for the follow up on those activities. Secondly, we needed to have more insight and control into our process pipeline. 
Prophet is allowing us to do these things. 

  ### 49. Amazing Service and Funtionality with Prophet CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tammy N. | Vice President, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2014

**What do you like best about Prophet CRM?**

As with any new product there is a learning curve.  The staff at Prophet have been extremely responsive and helpful.  We are a small business with not a lot of resources, this tool has already enabled us to streamline processes and communicate more effectively and professionally with our clients.  More importantly, the office staff is always up to date on a clients status and needs. The fact that it works with Outlook has made the transition to Prophet very smooth.  We are able to track everything we do a do measure everything that moves.  The best part of this implementation for me is the level of support that has been provide.  We have had some major malfunctions (self-inflicted) and Roger Johnson and his team have been so helpful and life-saving.

**What do you dislike about Prophet CRM?**

There is so much functionality that I know I have so much more to learn.  This is actually a good problem to have.

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

Communication, pipeline, client information - all of the functions within Prophet allow us to be better communicators both internally and externally.

  ### 50. Prophet 7 upgrade - so worth it!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Caroline C. | Office Manager/Inside Sales Manager, Telecommunications, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 15, 2014

**What do you like best about Prophet CRM?**

The format of the contacts. Before it was very confusing between our Outlook contacts and Prophet contacts. Also, the way the contacts were listed in Prophet (5) was terrible, they were sorted alphabetically by FIRST name. Prophet 7 makes it much easier. Also, the ability to customize your screen is really nice. More freedom to view things you want. Also, the customer support in getting us all upgraded has been fantastic.

**What do you dislike about Prophet CRM?**

The installation is a little confusing but the customer service rep helped. You can uninstall/install on your own but there are small steps that can be missed. We have 5 licenses so we had the rep install 2 of the upgrades and the other users have to do their own.

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

The contact situation. This has helped us clean them all up. Also, the reports are useful to track business.


## 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-02+19%3A27%3A09+-0500&secure%5Bsession_id%5D=b4fd5920-593b-4df3-bc30-faf36da5dff9&secure%5Btoken%5D=0b39e886783b66b45a0a05ec9b4c64bae3999f35ee76a41e6ed5bd8697450e1f&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

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**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

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Incentives**
- Triggers

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Personalization**
- Dashboards
- Goal Setting

**Generative AI**
- AI Text Generation

**Mobile & Social**
- Mobile User Support

**Administrative**
- Integration
- Behavior Monitoring

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## 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 (24,680 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,288 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)

