---
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. Able to keep up!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Susan S. | Employer Relations & Career Advising for BIS, Managment, Marketing, and Supply Chain Majors, Higher Education, Enterprise (> 1000 emp.)

**Reviewed Date:** December 01, 2014

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

Using Prophet helps our team communicate with each other on the status of employers looking to hire our graduates.  The software is intuitive to users so there is very little training required with new users.  Search capability is easy and quick and can be done while speaking with someone on the phone or working with students.  Results can easily be exported into Excel.

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

We customize the software to fit our unique needs which takes time and forethought.  

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

We are able to track communication with employers and make sure follow-up happens with our employers.  Before Prophet, we didn't feel like we could keep up with the call/email volume and provide excellent service to our employers.  With this product, our efficiency has improved and long term relationships are easier to maintain.

  ### 2. 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.

  ### 3. Concise, easy to learn, versatile, and seamless. 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jim & Donna H. | Inventory Manager, Automotive, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2015

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

The consistant and similar way you can do so many things. because the basics are the same you learn the essential tasks very quickly. people that have never used a program of this type find it very easy to start using effectively after a couple hours of instruction

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

A large population of our company is dedicated to codis and there is not a way to integrate codis with the CRM and that creates a lot more work when communicating with the people only using codis.

**Recommendations to others considering Prophet CRM:**

Highly recommend for users of all aspects of customer service as well as contact information. Easy to learn and use. Once you understand the basics you can incorporate using it in so many things you do every day to become more efficient. We are able to keep track of contact with our dealers through the CRM and keep a record that is very easy to access. Many of the people that are using the CRM had no experience with this type of program and they were able to start using it effectively with a couple of hours of instruction.

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

We are seeing much better communication with co-workers in the same department regarding interaction with dealers and information that can be reviewed for future reference. Maintaining current data regarding our dealers is extremely important and it is very easy for all users to update contacts, phone numbers, and email address's for all our dealers.

  ### 4. Using nProphet CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Butch D. | Owner, Consumer Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 22, 2015

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

Prophet CRM is an easy to use CRM that is Outlook based and is extremely user friendly.  Tagging/tracking/managing clients for both current and future use is easily done and efficient for all members of our team.  Easily shows company and team member production.  Prophet CRM / Avidian customer service, whether it's technical support or team training, is over the top - fabulous.  Great program for managing the different client types and stages for our real estate office. 

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

The only complaint we have about this fabulous program is the mobile CRM app doesn't work as well with iPhone as with Droid.  All of our agents, and most of the staff, have iPhones.  We hope they improve the functionality of this in the near future.

**Recommendations to others considering Prophet CRM:**

Jump in, schedule training and watch their great videos/tuturials.

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

We have solved linking email to clients in our CRM and also have the ability to use one program to generate and track income generated for both sales people and company production levels.  

  ### 5. Avidian Prophet

**Rating:** 4.0/5.0 stars

**Reviewed by:** Erling S. | Senior Account Manager, Education Management, Enterprise (> 1000 emp.)

**Reviewed Date:** January 21, 2015

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

It's fully integrated w/Outlook so your simply adding additional data & custom fields right in the program you use every hour of the day! 

It's pretty intuitive & allows reasonable customizations & formatting of where the fields reside, for easy & logical workflow.

I have used Goldmine, ACT, Pivotal, Seibel, SalesForce & Oracle/Seibel. For small businesses, this is the best product I have used.

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

I'd like the ability to move the locations of some default fields that I don't use.

It takes awhile to load Outlook when there are lots of Avidian add-ins to load in. I wish it coul load faster giving you immediate basic functionality while the rest loads in the background.

The reports are difficult to set up initially.

**Recommendations to others considering Prophet CRM:**

Do trial & set it up& kick the tires to make sure it meets your organizations needs.

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

Total knowledge at UR fingertips of everything that has gone on in the acct including attachments&contracts associated with the acct & ALL correspondence, in one place. It blows up Outllo into an invaluable tool.

  ### 6. I tested this product for a while, and enjoyed it. I now use it in conjunction w/ Outlook features.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Amanda V. | Staffing Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 21, 2015

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

My favorite feature was being able to see all e-mail communications with particular individuals without having to do a search in Outlook. It tracks all of the communications, can group them by sender or recipient and can track the actions needed from there. 

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

There was a learning curve on what all it was able to do - for example, I didn't know until I'd had it for a week that it was able to do what I wanted. Until I figured it out, I thought it didn't do at all what I'd hoped. I had to discuss it with an Avidian employee to explain what I wanted it to do before I realized it could actually DO what I wanted.

**Recommendations to others considering Prophet CRM:**

Talk to one of the representatives to explain how you want to use the product, and they will be able to tell you if and how Prophet CRM can help you. It is capable of doing so many different things for so many different types of work, that it'd be surprising for it to NOT be usable by your company...but the uses may not be readily apparent unless you ask or watch lots of videos detailing what the capabilities are.

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

I'm a staffing manager, so my primary use is tracking communications with individuals and actions that result from those communications. I did not need to use any of the social networking aspects or mobile offerings.

  ### 7. Prophet CRM from IT Manager point of view

**Rating:** 4.0/5.0 stars

**Reviewed by:** Derek B. | Professional Services Manager, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

I didn't use Prophet CRM a whole lot as an end user.  I was responsible for working with Avidian to get it deployed and providing day to day support.  Avidian's technical support team was very helpful getting the product deployed, and later, getting it moved to a hosted environment.  They made my job as an IT manager quite easy.

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

The end users I worked with used it on a daily basis, and the only downside I saw to the product was that the Outlook add-in caused delays in startup time, and Outlook would periodically disable the add-in.  Re-enabling it is a very easy fix though, and that was the only real issue I had to deal with.

**Recommendations to others considering Prophet CRM:**

From a technical perspective, I can't think of any reason not to use it.

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

I can only speak on the behalf of the users I support, but they're previous CRM solution was a shared contact list.  Prophet CRM has had a noticeable impact on their sales process (in a good way, of course).

  ### 8. Great tool for any business!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brenda K. | Estimating Manager, Construction, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

The ease of Prophet is amazing. I have 8 sales people that I track use Prophet. The sales people love it because they can add info wherever they are in the US as long as they can get on the web they can enter info and don't have to wait to get home to complete. We have customized the program to fit our business and are continuing to tweak and add more information. What amazes me is in using this program for two years the amount of information that is at a persons finger tips. I would recommend this and have!

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

sometimes I do find it hard to find a project/company  and always have to go back to do an advance search.

**Recommendations to others considering Prophet CRM:**

Take the time to have a CRM walkthrough this with you - just don't do the canned presentations

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

One spot that the sales people can enter their info and the others in the organization has to go to one place to pull reports or look up a project.


  ### 9. Very useful, intuitive system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jason Y. | Owner, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

We like the instant familiarity with the Prophet system....for Outlook users, it's a very intuitive environment to work in.  The seamless integration with Outlook really makes picking up the system quite easy for new users.

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

Perhaps our biggest challenge with the Prophet system is finding ways to customize or "tweek" the software to meet our particular needs.  There are ways to add custom fields and pull downs, but some of the work-arounds aren't quite as easy as we would have hoped.  In the end, we can usually make it work, but sometimes the solution isn't the ideal design that we would have preferred.

**Recommendations to others considering Prophet CRM:**

Spend the time up front to design your sales process clearly

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

Tracking our business sales opportunities was the main reason that we have been using Avidian's Prophet software. We've been using the software for about 8 years now and it's an integral part of our sales management process.  We've been able to increase our revenue by following up on sales opportunities and tracking those opportunities through to completion.

  ### 10. Prophet is a great way for me to keep track of my customers and prospects. 

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chris S. | Team Leader at Bridge Logistics, Inc., Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

My favorite aspect of Prophet is its ability to adjust to our companies selling process.  We have customized numerous aspects of Prophet and it has allowed us to tie in our selling system nicely. Prophet also has also allowed us to establish a real time log of which sale rep has what account and how long they have been pursuing that specific account.    

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

The part of Prophet I dislike the most would be the ability to add new contacts and companies. The process can become complicated and duplicate itself if not entered properly. It took me some time to master the process. 

**Recommendations to others considering Prophet CRM:**

I would recommend this product to other similar sales organizations. The customer support and ease of use has allowed my business to grow and has allowed me to become more organized. 

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

We are solving the the speed it takes to either close an account or move on. I have noticed that some prospects and customers are not a good fit for our company quicker, which has allowed me to save time. 

  ### 11. Great way to control CRM - Business Development from my own perspective

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roger L. | Director, Financial Services Business Development, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 21, 2015

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

Great the way it integrates with Outlook and let's you manage business development, complex relationships at your accounts, notes, follow-up  and reporting for your own use.   Simple to use - but if you want to get more sophisticated they provide expert business and technical support.  Yes you may still need to fill in enterprise CRM data for your company (what a nightmare) but this is more likely to be the tool you use on a daily basis. 

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

Some of the more custom features and data fields are not as intuitive as they could be. 

**Recommendations to others considering Prophet CRM:**

It is worth getting the full level of service and support in the beginning to help you customize the environment to meet your needs. 

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

My role is in business development and I needed a way for me to consistently track relationships and initiatives at a large number of firms over time. 

  ### 12. prompt and courteous helpdesk service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Teresa N. | Medicaid Document Management Specialist, Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

The few times I've had difficulty with functioning, submitting a ticket was easy, and a reply was always sent to email promptly. Follow-up calls and resolution happened right away. I should also note that in only one instance was the problem related to Avidian, while the other issues turned out to be matters requiring local or internal attention.

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

I would like to be able to search for words or characters in the comments or notes section. Also we would benefit from more robust document management ability within a record.

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

I understand our company uses Prophet chiefly in order to generate referral and conversion reports. 

  ### 13. Time Saving Prospect Organization and Tracking

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 20, 2015

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

I cannot say enough good things about Prophet CRM. The ability to have all of your prospect/client information at your fingertips 24/7 has finally given me a way to keep things organized in a way that didn't seem possible using previous tools. The various features have given me a way to create specific categories, with time stamped notes, that can easily be exported into a spreadsheet and sent out. 

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

I have no complaints on anything related to the platform up to this point. 

**Recommendations to others considering Prophet CRM:**

The best product out there in my opinion!

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

Time saving and organization are the most beneficial up to this point. In the past, I spent a lot of time inputting information related to prospecting - Prophet has made things easier from that standpoint and allowed me to focus the time I save on more relevant deal making items. 

  ### 14. IntraWorks Review 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Nicole V. | Office Administrator/ Executive Assistant, Industrial Automation, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

The integration Prophet allows. Our phone system can access information regarding our customers through Prophet which is extremely helpful when our customers contact us. it is user friendly and has streamlined customer maintenance compared to our previous process. 

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

More customized reporting. Our president would like to be able to create reports generated more towards sales, gross margin, etc.  This will allow him to see how sales are as well as his employees are performing. 

**Recommendations to others considering Prophet CRM:**

N/A

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

Access to our customers information allows us to respond quicker. We can see who the salesperson is right away, or see where in process an opportunity is. 

  ### 15. Prophet 6.0 review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael H. | Sales Director, Renewables & Environment, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

I like that Everyone on my team can add and view opportunities and note as needed. One location for all customers.  

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

This is an application that works on top of outlook. This takes a lot of memory and computer processing

**Recommendations to others considering Prophet CRM:**

allows you to centrally locate all your customers for your team to work together during presales all the way to completion. 

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

We have 823 oppertunites that need constant contacts. This application allows you to sort by last date touched and add notes to allow for a seamless conversation between calls. Allows our team to stay on top of all open opertunites. 

  ### 16. i was pleasantly overwhelmed /impressed with the superior customer service.  

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chuck K. | President/CEO - Business Coach/Consultant, Author & Public Speaker, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 04, 2014

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

the flexibility in setting up the program to my specific needs.  the sales and customer support are "super" - with follow through, customization, details, suggestions and patience - plenty of patience.  what was very impressive was how the prophet staff tried to understand my business - came up with specific customization plans and strategies.  

working with Donnita Weese on the purchase - I didn't feel like I was being sold, I felt like she was teaching me about prophet.  now that I purchased the program and am in the process of setting everything up, I am now working with Amanda Gardner.  I feel like she works for me.  she understands my business almost as well as I do.  she was planning my business growth with me - how the program will grow with me.  Now that's special.

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

there wasn't much to dislike.  actually I haven't found anything to dislike.  when I get some free time, I'll think about it.  lol.  

**Recommendations to others considering Prophet CRM:**

Any business wishing to grow will need a program like prophet.  information is excessive - being able to manage what we have and we have coming is essential to survival.   my success is from using my techniques as well as teaching them.  the need for prophet is obvious - and anyone who thinks not will not be in business very long.

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

I am a business coach / consultant with many clients - all different sizes and needs.  many require working with many vendors/contacts and on multiple inside projects.  I can now track multiple projects with multiple players in multiple situations.  This problem has been driving me crazy.  I am actually excited about being more organized.  I feel the difference in my schedule and results as I move forward to this goal.  And what is interesting - my desk is now more organized with less junk, papers.  I am back to having everything on line and available whenever and wherever I am - at my office or my clients office.  Being cloud based is a real plus.

side bar:  I am part of a global network of approximately 50 business coaches / consultants.  we have weekly conference calls where we talk and share new techniques, strategies, suggestions, problems, etc.  I will prepare a presentation on prophet as I believe my fellow coaches / consultants would benefit from this program.

  ### 17. I actually use this CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kyle E. | Co-Owner, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

Prophet interfaces with Outlook making it easy and natural to update information on prospects.  If Prophet was on a website or it's own separate program then I probably would never use it.  Having it in Outlook means that I actually use what I'm paying for.

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

It does not track emails as easily as I would like which is one of the big benefits I was hoping it would have.  It's easier just to track find previous emails in Outlook.

**Recommendations to others considering Prophet CRM:**

If you have trouble actually utilizing CRM in your business because it seems like extra work then consider Prophet CRM.  It's still extra work but not much.

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

We had a problem with following up with prospects after the initial communication.  We are still not perfect at follow up but we are better than we were. 

  ### 18. An easy to use and well made program that is integrated into your Outlook email program

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 20, 2015

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

I like the use of being able to use it to track e-mails from customer to salesperson.

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

Setup was kind of a nightmare but once you get through it. It is smooth sailing from there.

**Recommendations to others considering Prophet CRM:**

Make sure you get with your rep and ask as many questions as you can. Even though you can always call them back it is not always easy to get someone on the phone.

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

Not understanding the this question. We use this to better track our customer and salesperson relationship and how we can better extend our relationship and create a better market for our customers in the products they love best. That this program has more features of being able to send quickbook quotes and make it easier for the salesperson to be more responsive by tracking.

  ### 19. Help from John

**Rating:** 3.5/5.0 stars

**Reviewed by:** Lisa Allene E. | Business Process Manager, Outsourcing/Offshoring, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2015

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

I like John's sense of humor and his willingness to find the answers to the questions we have. If John did not have the answer, he would find someone who had an idea. John made sure that we were happy with the results. 

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

At times, Prophet is so big that that you can get lost. It is taking us time in developing processes to use Prophet. This is a good thing but can be bad because it is hard to find designated time.

**Recommendations to others considering Prophet CRM:**

It's a great tool for Outlook users.

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

The benefits, are that we are creating much needed processes. We believe Prophet will allow us to not invest in additional web programs for follow up to prospects.

  ### 20. Why Avidian Prophet CRM is the smart choice for your business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carey R. | Business Development Manager, Internet, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 24, 2014

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

If you can use outlook you can use Prophet. No learning curve! If you choose a CRM that takes you out of outlook, then whatever solution you use will not be fully effective. The support has been consistently good over a number of years. The thing I like most about Prophet is it just works and lets me concentrate on looking after my customers.

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

Having been a user for several years over time all the small things that were annoying have been fixed, currently I am struggling to think of something I don't like. I

**Recommendations to others considering Prophet CRM:**

Don't muck around with anything else! Implement Prophet and you will increase your Profit

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

Stopping valuable leads falling through the cracks. Every lead gets actioned and serviced

  ### 21. Works great for organizing my contact into.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joseph E Jr P. | Medical Research and Education, Research, Enterprise (> 1000 emp.)

**Reviewed Date:** January 20, 2015

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

I like the way Phophet integrates into my Outlook Calendar.  I can enter contact information and have it available to me on my Calendar/Scheduler.  Very convenient for me when I am on the road.  I don't have to search a database of contacts to extract information.  I just click on the calendar entry and I have all  the information i need.

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

There was a bit of an issue initially installing the application; my Outlook wasn't to keen on accepting the additional menu items.  Eventually it was realized part of the problem was the network.  Once those network issues were resolved it installed prefectly.

**Recommendations to others considering Prophet CRM:**

I believethisproduct can improve productivity and certainly improve contact organization and access.

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

Primary use is for tracking clinical research subjects who are participating in longitudinal (long term) studies.

  ### 22. Prophet has changed the way we look at our sales information.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 12, 2014

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

The Outlook integration of this product is what puts it over the top in my opinion.  There is no separate software or logging on that needs to happen - it's just right there in Outlook.  This product is easy to use, user friendly, and is very diverse in its capabilities.  My favorite features are that it acts as a database, storing as much information as you possibly need for customers.  I also like that it is fully customizable and just like having someone design it for you, except you can change it as your company changes.  With the new addition of Analytics, which we have yet to fully discover, this product is an excellent sales tool with lots of growth potential.

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

There is not much too complain about, but it would be nice if you could set up a view in Opportunity Manager and then have the ability to push it out to other people in your organization with Prophet.  

**Recommendations to others considering Prophet CRM:**

Make sure that this product will meet your specific needs.  This is an excellent sales tool, but is not designed to be so much of a service tool (at least for us).  You should ask all the questions you can possibly think of and do a full version trial.  It will be worth the effort.  Watch all of the recommended videos and educate yourself.  This is not a hard CRM, but there is a learning curve.

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

We now have one central location for all of our contacts company-wide, and visibility that we really did not have in this capacity prior to Prophet.  We looked into other popular major CRMs and this one fit our sales style the best.  We can now have discussions and meetings about our sales capabilities with real numbers that we can depend on.  

  ### 23. The best software we have utilized within our business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chad H. | Systems Administration/Help Desk, Logistics and Supply Chain, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

As an administrator, setting up and managing our users via the web portal and its integration with Outlook makes this one of the bet programs we have used for our sales team.

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

Having to be an administrator of the computer in order to install the software. Just adds a little of unnecessary time in the installation.

**Recommendations to others considering Prophet CRM:**

Get it you won't be disappointed.

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

Ability to keep track of our sales team and their meetings. Also able to assign a sales team manager to distribute leads and appointments as well.

  ### 24. Prophet- a great sales organizational tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathryn V. | Architectural Representative, Architecture & Planning, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

My favorite aspect of Prophet is the sleek organization and tracking of sales opportunities. In the architectural world, projects can drag on for years and this is a good way to keep them in sight.

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

I deeply wish this was compatible with my mac. I only use my PC for Prophet. I did just sign up for the iPhone app and that is very useful. 

**Recommendations to others considering Prophet CRM:**

Make sure you have a PC!

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

I am keeping better track of opportunities than I ever have before and projects are being simultaneously communicated with my estimators as I enter them in. It makes the whole process go much faster. 

  ### 25. Avidian Prophet CRM for Triboro Quilt

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jonathan S. | Information Technology Consultant at Triboro Quilt Manufacturing Corp., Computer Networking, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2014

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

How to product is seamless to the use's use of Outlook. Instead of having a separate product that must be synced to a database. Where there could be out of data information between co-works or lose of vital information. Prophet allows the "team" to interact and share information. Contacts, emails, files, other important data.

The company provides off site hosting where they are responsible for the server back ups and management. Instead of maintaining the server in house for a minimal fee.



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

Still in the process of getting the users and the application up and running and configured. Have not been able to really evaluate the product in regards of any negatives.

**Recommendations to others considering Prophet CRM:**

Yes, when discussing Customer Relation Management products I have made recommendations to contact our Avidian sales contact for a product demonstration.

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

With the implementation of Prophet it will enable the two sales teams to have a better grasp of interaction with the product buyers for sustaining company financial growth.

  ### 26. Great Product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jen L. | Lead Ignitor, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

I Love what Prophet does. It keeps me accountable and organized. I used to have this feeling of terror of not getting back with everyone. I don't have that problem anymore. The system ONLY WORKS as good as the info you put into it. 
Aaand. It helps you chart business to stay profitable ALL YEAR! 
Prophet changed my business. Best part it works right IN Outlook. Now...their tech support can be a little shady at times. BUT luckily you don't have a need for them much because the software works. 
If you want to organize your life. get this. 

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

Sometimes it's clunky and will shut down. But not often. 

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

Organization and FOLLOW UP! IT HELPS me stay on top! 

  ### 27. Maximum customization, exactly what we were looking for in a CRM.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 20, 2015

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

The amount of fields that Prophet lets you work with and customize is great!

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

The only thing I wish Prophet would have had as an option was the ability to create pick lists. Instead i had to use the Products tab to supplement what we needed a pick list for. It works fine, but the only problem is that you cannot sort or import anything related to items in the products tab.

**Recommendations to others considering Prophet CRM:**

Don't get confused or frustrated with the amount of fields there are. The more fields you can utilize, the more information you can track.

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

We now can create more reports, organize and sort through more data, as well as keep all information in one spot.

  ### 28. User friendly system with a great tool for organizational success.  

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mark S. | National Sales Executive, Facilities Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

it's outlook based which compliments the everyday routine.  

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

when running reports with notes, the most recent note is not always on top.  This may be a user error on our part.  Would like to be able to limit how much of a note shows up in a report.  If a large amount of notes are written for a particular project, the report can get lengthy if they are all shown.

**Recommendations to others considering Prophet CRM:**

Would highly recommend this tool to any sales team for prospecting and client organization.  

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

instead of using multiple excel spreadsheets, all the data and information is kept in the CRM.  We have over 15 users that can access to the same data.

  ### 29. Prophet CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa S. | President, Research, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

Ease of use.The Outlook interface rocks.

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

Nothing! It works for me and my business

**Recommendations to others considering Prophet CRM:**

Absolutely!  This solution is a huge asset to my business and can really help you in your business.

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

Client orders come in via email. One click and it becomes an Opportunity that can be managed and viewed by myself and other key employees. We have been able to a very high volume of orders quickly and accurately because of Prophet.

  ### 30. 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

  ### 31. Finally a way to keep my sales team organized.  

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 25, 2014

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

Prophet CRM makes Tracking customer requests for better follow much easier and more organized than before.  We work much more efficiently.  We can stay leap and bounds ahead of our competition by being organized.  Tracking quotes, close rates and next opportunity for each customer that we call on.    As a sales manager as well as a territory manager I see both sided of Prophet.  As a manager it helps me measure success rates of my team. All around great product.  Very user friendly! 

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

Our system does not support the share calendar at this time.  That is something we are working on fixing

**Recommendations to others considering Prophet CRM:**

Make sure your outlook is cleaned up and accurate as possible before implementing Prophet.   Use it daily and it becomes second nature.  

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

We now do a better job tracking jobs and quotes.   

  ### 32. Prophet Works for Us

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tom S. | Vice President & Chief Operating Officer, Hospital & Health Care, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

Prophet's integration with Outlook and the ability to easily tie all of our various touch points (phone,email, social media, DM) together is a huge win for our team.  It not only gives us immediate insight into how we are communicating with clients and prospects, it also creates a clear and simple path to help us convert opportunities into something meaningful.



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

Nothing so far.  Customer support by Avidian has also been top notch.

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

We've used other CRM tools in the past, but Prophet has allowed our team to take a tool we use daily(Outlook) and aggregate all the benefits of customer contact and followup.  

  ### 33. Tools for Targeting Future Business

**Rating:** 5.0/5.0 stars

**Reviewed by:** James C. | Wind Power Marketing, Electrical/Electronic Manufacturing, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 04, 2014

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

Easy access to tools for organizing the marketing effort, as well as using the same database for reporting to management. I now use it at two different companies with equal success.

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

I really find no downside to the Prophet CRM. Whenever I have had a problem, which have been few, the support service has been quick and easy to work with.

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

I specialize in developing new markets for companies. Prophet makes the process well organized and easy use in directing the sales force to maximize their efforts.

  ### 34. Prophet CRM 7 Hosted Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Gary K. | Owner, Industrial Automation, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

The Hosted environment for our size business works great.
The opportunity features and reporting.
Avidian support is great compared to other CRM companies we have tried.

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

Slow response to upload when there are lot of contacts when opening the contacts tab. 
Very limited quotation capability and quote generation.  This needs a lot of work.
Since the Contacts and Company features are different databases there is no quick interaction to open one from the other.  You need to open them individually.

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

We can keep track or all of our projects for each manufacturer we represent and include all correspondence to that opportunity

  ### 35. 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. 

  ### 36. I work at a university and have used Prophet for over five years as a CRM for donor relations.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 22, 2014

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

It allows me to track all my relationships in every stage of the gift cycle that donors go through.

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

I had to get used to how some things but there is nothing that I dislike.

**Recommendations to others considering Prophet CRM:**

The best I can tell, I use Prophet CRM in a fairly unconventional way - and it works great. The flexibility of this product for specific application is limited only by the user's creativity. It seems that too many people do not want to climb a learning curve for a much greater benefit. That is a shame. The minimal learning curve for Prophet CRM compares favorably to even the simplest CRM I have seen elsewhere.

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

Most of the donors I work with take months or years to bring their gift planning to completion. I can track it for this period of time for everyone. A major benefit for me it that i can track, attach documents and report the status of wills that are in the process of probate, 

  ### 37. 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.

  ### 38. This has been a great product so far and I have very little concern. 

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 20, 2015

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

I like the ease of use and the ability to track my numbers. I like the why it graphs out all the sales reps pipeline and current proposals. It allows you the ability to integrate thousands of customers easier then most software I've used in the past.  

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

I think they could update the graphics and maybe provide an APP for my phone to integrate my appointments and notes. I would also like to see a  more simple chart for just my sales and pipeline. 

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

I am keeping track of all the projects and surveys that I am doing better which is allowing me to generate faster revenue. I noticed that it helps me reach out to those customers I haven't herd form in a while and I can build a call list easy.  

  ### 39. As National Director of The ASHI School, Prophet CRM has stream lined our process for students

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jack M. | Director, Education Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

The ASHI school; is able to follow the progress of our students, as well as being able to send email blast at a click of a button. Helps our team be more efficient, and able to follow the pathway for our students  

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

It is very cumbersome to set up the system for your specific needs. Once completed though it is worth the time spent.

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

Know where a student is at on there pathway to become a Home Inspector.
Able to alert students of classes or alerts at a click of a button

  ### 40. Managing for Growth

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 24, 2014

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

What I like best about the software is that it allows me to collect, record, organize, report and easily access information on my clients and business activity in one place in managing client relationships. It's seamless integration with MS Outlook allows me to use a single data base in Outlook and utilize many features in Prophet without having to leave the Outlook screen.
The software is easy to navigate. I use a single stand alone version of the software. Client support is always an email or phone call away without delay.
The cross section of information which the Prophet software provides, enables me to easily analyse my client's portfolio of products and find opportunities for strengthening relationships by offering additional products and services. This is great for growing my business and increasing company revenue.
I love the ability to link information from several sources to a client's file. For example, linking emails, saved documents on my hard drive etc. to a contact's file and have it all displayed on a single screen shot displaying prophet.
The ability to monitor and manage business opportunities via. the software gives me a feeling of always being in control and on top of business relationships.



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

I began using the software in about 2011 and has not found anything in the software I dislike. The learning curve for me, a single user, was not very steep. There was much live training sessions offered at the time I purchased the software and many of these sessions and other sessions are archived.
In addition, I found the client service always prompt following a question or any difficulty I may have experienced in the course of using the software.
It would be great if the software would allow me to directly transfer the record of income deposited in my bank account, derived from an opportunity, without having to manually record it in the Opportunity window.


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

The number one business problem I am solving is better managing my client relationships.
Prophet is allowing me to efficiently and effectively manage a client data base. Before purchasing Prophet, client information was stored in different files on my laptop and on several company servers that held a mutual relationship with my client. 
By utilizing Prophet my clients receive a higher quality of service from me. By implementing the use of the software in my business, I can now respond in a more timely manner to my client's inquiries. That can be attributed to the easier access I now have of their information.
In addition, my income is growing by making use of the Opportunities window for recognizing, recording and tracking these opportunities.



  ### 41. Prophet works!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mike M. | President, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 21, 2015

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

What I like best about Prophet is its integration with Outlook.  It is just so simple to use!

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

I do wish their was an actual mobile app instead of just having to use the web browser.

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

Prophet helps us manage our pipelines.  One big benefit is our ability to forecast opportunities.

  ### 42. A few bumps that are well worth an extremely useful road

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** January 20, 2015

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

I have used it for about a year and the organization and filtering that it allows my company to use for our data input is tremendously helpful. 

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

When there are troubles- Avidian is quick to help fix and manage the issues- no dislikes.

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

I am a coordinator so all of the information put into the system Avidian allows me to pull different metrics and reports to track work- making it easy for us to reflect on our work, where we are excelling and what we need to work on.

  ### 43. Prophet has allowed me to better manage our sales staff activities as well as my own.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jerry K. | Sales, Marketing & Social Media  Coordinator, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 24, 2014

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

Microsoft Outlook Integration, Customer Reports, setting Task or sending emails from an Opportunity record.

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

I can’t really think of anything that I have found objection to over the past four years.

**Recommendations to others considering Prophet CRM:**

If your team uses Outlook, the learning cure for Prophet is easy. Establishing routines for scheduling task and emails from within Opportunity records is very valuable.

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


Meeting deadlines better, establishing a more consistent client and customer callback routine. Etter reporting for the corporate management team on sales activates.


  ### 44. good easy to use product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tabetha G. | General Manager, Telecommunications, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

the way it splits up contacts and companys

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

there needs to be an easier way to view the comments on a contacts card when you are viewimng their associated company

**Recommendations to others considering Prophet CRM:**

that you get your head arround it by sett=ing up 'pretend' customers first off then play with it - it is a great product and the tools and videos on the prohet website are really helpful

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

its making it easier to get staff to do follow ups as prophet is linking straight up to their pout looks

  ### 45. Prophet CRM keeps us up to date with our customers.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chris W. | Corporate Operations Manager, Industrial Automation, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

The ease of use with Microsoft Outlook.  All of our remote and office users have constant access to Prophet.

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

The multiple entries that my users generate in our older Prophet version.  I know this is solved with the newer version, which we will be switching to shortly.

**Recommendations to others considering Prophet CRM:**

Yes, I would recommend Prophet CRM for others looking into a Customer Relationship program.

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

We needed to increase our company wide communication and the Prophet platform has helped everyone become more informed with day to day activities throughout the organization.

  ### 46. HIP Operations Manager, Stonegate Mortgage

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kyle W. | HIP Operations Manager, Banking, Enterprise (> 1000 emp.)

**Reviewed Date:** January 20, 2015

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

Prophet works well with Outlook and allows an easy way to manage contacts and to create templates to communicate with customers.

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

There are very few things that I dislike.

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

Prophet allows us to fully document all of our contacts and opportunities to maximize the full potential of the relationship.

  ### 47. Great Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Trevor S. | Mr. Everything, Public Safety, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 20, 2015

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

The look and feel is very nice and how it integrates with outlook.

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

Not being fully add-hoc and almost to many options to select when creating a contact. 

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

This program has helped the sales team streamline all incoming sales leads as well as maintaining current lead and up-sell opportunities. 

  ### 48. Just getting started with this software and love the tracking features!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brandy B. | Sales & Marketing, Real Estate, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 11, 2014

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

The tracking and reports features.  I like that it allows us to see each stage we are in the process.  And like the reports that give us an overview of each sales person at a glimpse to take to our weekly reporting meetings.

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

seems like there are several steps to create an opportunity.

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

this has allowed us to integrate each of our prospects into one system in house.

  ### 49. 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. 

  ### 50. Prophet works wonders for me!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jenifer L. | Sales Coordinator, Machinery, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 20, 2015

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

I mostly use prophet to keep track of my outgoing follow up calls with customers in regards to custom projects.  Very easy to track dates and times it has been completed


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

I didn't find it very user friendly when I had to switch over to the newer version.  It didn't want to transfer any of my contacts


**Recommendations to others considering Prophet CRM:**

Very easy to use!!

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

Solving keeping current track with customers and projects.  Very beneficial for tracking all of my work and closed sales and uncompleted ones.  


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-04+01%3A14%3A36+-0500&secure%5Bsession_id%5D=71daceef-2fd0-4a98-a257-3fb9373940f9&secure%5Btoken%5D=2f3d5dba90b9376f97c560741eb6b05a84f551c30217df197716abd104f87c96&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 (24,679 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,289 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,055 reviews)

