--- 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's unique Outlook integration with it's comprehensive suite of sales automation and workflow tools, customizable fields, reports, dashboards, and analytics, and you have a powerful application that will drive your business to higher levels of success. Contact us to discover how we partner with you to drive your success. ## Prophet CRM Reviews ### 1. Efficient CRM with Stellar Outlook Integration, Needs Bulk Actions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2026 **What do you like best about Prophet CRM?** I love Prophet CRM's seamless integration with Microsoft Outlook, which automatically links every client email, calendar booking, and meeting transcript to the corresponding client project record, eliminating manual data entry. Its lightweight and fully customizable project pipeline design is perfect for our small team, allowing us to tailor each stage to match our consulting workflow. I appreciate the automated reminders for important deadlines, which save me hours of admin work weekly. The GDPR-friendly permission controls are crucial for restricting access to sensitive client data, and I can easily attach secure HDUK cloud folder links for centralized resource management. Unlike bulky CRMs, Prophet's streamlined features help keep our project management efficient and focused on automation delivery. **What do you dislike about Prophet CRM?** Prophet CRM has major limitations in bulk editing and bulk tagging features, which create heavy repetitive manual work and hurt team efficiency, especially during our busy work cycles. We regularly receive batches of new leads and the system doesn't allow us to select all these entries to apply unified tags or reassign them in one bulk operation. Instead, we have to open each lead profile individually, which is tedious and time-consuming. This manual process is also a burden during quarterly wrap-ups and large project handovers when consistent archiving is needed. There is no bulk menu to apply uniform completion tags or reallocate project owners, forcing us to edit each one separately. These tedious tasks consume low-value administrative hours, raise the risk of human error, and can skew our performance reports, leading to extra time spent on corrections. **What problems is Prophet CRM solving and how is that benefiting you?** Prophet CRM integrates with Outlook, centralizing communication and linking project records automatically. It eliminates spreadsheet tracking, provides GDPR-compliant access control, syncs data across tools, and supports customized consulting workflows, saving us hours of manual work and minimizing compliance risks. ### 2. Excellent CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Yasmine J. | Managing Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Prophet CRM?** Super easy integration with Outlook, sending group emails to a large list takes seconds. **What do you dislike about Prophet CRM?** Nothing - all works as intended, and the program is very easy to learn and use. **What problems is Prophet CRM solving and how is that benefiting you?** Easily access all my contacts, link to opportunities, and all straight from Outlook - it's perfect and super simple. ### 3. Seamless workflow with Outlook **Rating:** 4.5/5.0 stars **Reviewed by:** Karan S. | Sales Employee, Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Prophet CRM?** Prophet's integration with Outlook means everything is in one place, eliminating the need to switch between programs constantly. This has been a huge productivity booster for me. **What do you dislike about Prophet CRM?** One drawback of Prophet CRM is that you can't search the text inside attached documents. This can be frustrating if you have a lot of attachments stored in the system, as finding specific information becomes a manual process. **What problems is Prophet CRM solving and how is that benefiting you?** No more manual data entry, just a unified platform that boosts your productivity. ### 4. Prophet CRM: Navigating Business Relationships with Precision **Rating:** 5.0/5.0 stars **Reviewed by:** Somya G. | Senior Software Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Prophet CRM?** Prophet CRM's seamless integration and user-friendly interface make managing customer relationships a breeze, fostering efficiency and enhancing the overall user experience. **What do you dislike about Prophet CRM?** Prophet CRM is robust, yet the learning curve for its advanced features may be steep for some users, posing a potential challenge in maximizing its full potential. **What problems is Prophet CRM solving and how is that benefiting you?** Prophet CRM streamlines communication, organizes client data, and facilitates collaboration, addressing the challenges of relationship management. This translates into improved client engagement, streamlined workflows, and overall enhanced business productivity ### 5. Prophet CRM for Every User! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Prophet CRM?** I like how easy Prophet CRM is to use! You can enter, edit, or view customers and orders with ease. And if you ever have any problems, their support team is exceptional! **What do you dislike about Prophet CRM?** My only qualm with Prophet CRM is that when I log onto Outlook it sometimes doesn't load the Prophet CRM automatically, and I have to manually connect it. Also, I have had problems in the past with syncing contacts to my phone from my computer. **What problems is Prophet CRM solving and how is that benefiting you?** The biggest issues Prophet CRM is solving is that it is helps keep all our customers and their orders organized. I also like how easy it is to impute a new customer or order. **Official Response from Warren Stokes:** > Hello and thanks for your review of Prophet CRM! We appreciate your positive comments and I am sure we an help with the two concerns you have about loading and synching contacts with your phone. The Prophet Mobile App is a good way to access your contacts, accounts and sales pipeline from your phone. You can download it on your phone here: https://www.avidian.com/crm-features/mobile-crm/. Syncing contacts to your phone from your computer is supported but it does need to be set up a certain way. As a reminder, you can easily contact tech support by sending an email to support@avidian.com. You can contact me directly via email warrens@avidian.com Or you can call me on my Direct Line (425) 217-0343 any time M-F 8:00am Pacific time or later. ### 6. Cost effective CRM for SMB **Rating:** 5.0/5.0 stars **Reviewed by:** Rob H. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Prophet CRM?** Being based on MSOffice Outlook which is the system i have used for 25+ years, makes Prophet extremely easy to learn and use. Training support is excellant and further support is always just a call away. **What do you dislike about Prophet CRM?** Have not had issues with Prophet once I understood that having a second outlook window up made additions and searches much easier. Just need to remember to refresh both windows regularly **What problems is Prophet CRM solving and how is that benefiting you?** We have a small potential custome base of companies, however each company has a 1000+ employees. Being able to consolidate and find releveant emails by company and by individual saves me time and alleviates a lot of frustration ### 7. CRM's Simplistic Approach **Rating:** 3.5/5.0 stars **Reviewed by:** Daniele M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Prophet CRM?** It's easy to use, you can quickly get comfortable with it. **What do you dislike about Prophet CRM?** The UI can feel old, it's a lot like an Excel sheet. **What problems is Prophet CRM solving and how is that benefiting you?** Prophet helps us keep track of touching base with leads. ### 8. Prophet CRM (G2) **Rating:** 5.0/5.0 stars **Reviewed by:** Derrick B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Prophet CRM?** Accessing information on accounts and entering new accounts have proven to be simpler than Sales Force. Prophet is better than Sales Force because its for me. **What do you dislike about Prophet CRM?** If all emails sent to clients were captured in Prophet CRM my days would be easier. Currently only the group emails are seen by the field reps in Prophet. **What problems is Prophet CRM solving and how is that benefiting you?** Capturing basic information for my pipeline, contacts and prospects in one place allowing for greater productivity. **Official Response from Warren Stokes:** > Hello Derrick! Thanks for your review of Prophet CRM! We appreciate your positive comments. We now offer a function called Auto-Linking that allows you to capture all emails sent to your clients so that they can be seen by your field Reps. It is easy to enable this, and once you do we can provide some training on how to use the Auto-Link feature. You can contact me directly via email warrens@avidian.com. Or you can call me on my Direct Line (425) 217-0343 any time M-F 8:00am Pacific time or later. ### 9. Clunky **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Prophet CRM?** The notes go back for years, although it is hard to scroll through and read them with the layout of the system. I do like the opportunity report but I wish there were better/easier to pull projection reports for pipeline. **What do you dislike about Prophet CRM?** It's a pretty clunky system. You have to write and save your notes in both the opportunity manager and customer manager otherwise once an opportunity is closed, no one can see that you've been working the account. Also, it's not intuitive at all. **What problems is Prophet CRM solving and how is that benefiting you?** It helps us keep track of who is working prospecting accounts and what the latest notes or updates are for current clients. ### 10. Useful for my work **Rating:** 4.5/5.0 stars **Reviewed by:** Emanuele A. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2023 **What do you like best about Prophet CRM?** The possibility of inserting my activities and having an archive **What do you dislike about Prophet CRM?** For some functions it is a little complex **What problems is Prophet CRM solving and how is that benefiting you?** Have an updated situation of the relationship with customers ## 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/prophet-crm-review-7294689?section=pricing&secure%5Bexpires_at%5D=2026-07-17+09%3A37%3A14+-0500&secure%5Bsession_id%5D=68cc17da-b1c4-42dd-8801-31198af7d5e3&secure%5Btoken%5D=4eb40893653191ee6dc460467e4c7f7dca7902ff353464f592da97f98a2f48a7&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 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,265 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,044 reviews)