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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is so much functionality that I know I have so much more to learn. This is actually a good problem to have. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.