--- 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: '2026-07-12' 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 ### 11. Avidian Prophet CRM: Outstanding Sales Tool in the Trenches **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Prophet CRM?** Prophet helps us reduce the time and energy necessary to feed the sales funnel tracking "beast." It keeps everyone happy with its reporting and forecasting functions. **What do you dislike about Prophet CRM?** Like any other tool, you need to use to be effective. Like the old saying goes, "If it's not in Prophet, it didn't happen!" Wish we were able to make address changes, etc, from the global screen instead of having to burrow into the root. **What problems is Prophet CRM solving and how is that benefiting you?** Forecasting and reporting are simplified across all levels of the organization. Everyone can see what is going on in the sales day-to-day. ### 12. Prophet is rather user friendly and completely customizable. **Rating:** 4.0/5.0 stars **Reviewed by:** Pete V. | Commercial Accounts Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Prophet CRM?** Customization is very helpful and allows us to enter whatever data we deem appropriate. **What do you dislike about Prophet CRM?** Creating appropriate reports and setting up the dashboard is difficult. We are unable to search the attached documents for content. **What problems is Prophet CRM solving and how is that benefiting you?** Very cost-effective and ideal for our small business. All our data is in one location. **Official Response from Warren Stokes:** > Hello Pete! Thanks for your review of Prophet CRM! We certainly appreciate your positive comments. We can help with your reporting requirements. I would like to understand more about your comment about searching the attached documents. 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. For general technical support you can also email support@avidian.com ### 13. Decent Data Capture. Not great at Marketing Emails, Drip Campaigns, Intricacies of our Opportunities **Rating:** 1.5/5.0 stars **Reviewed by:** Mark I. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Prophet CRM?** Stores my Companies and Contacts and Notes info **What do you dislike about Prophet CRM?** Does not support many marketing functions. Does not support HTML Email Templates. Doesn't remind me of Activities nor Suggest Marketing practices **What problems is Prophet CRM solving and how is that benefiting you?** It stores my Company Info and Contacts, but so does Outlook **Official Response from Warren Stokes:** > Hello Mark! Thanks for your review of Prophet CRM! I really appreciate your input. We recently release a new feature set called Campaign Manager. You may want to take a look at it here: https://www.avidian.com/crm-features/campaign-manager/ Our design approach for Campaign Manager is to achieve the highest Deliverability, Open Rates and Click Rates. We do this by employing the Outlook HTML Email format. I would be glad to show this to you and offer help in any other area of Prophet. 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. ### 14. Awesome program **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Prophet CRM?** I enjoy how organized and easy it is to use **What do you dislike about Prophet CRM?** not having the ability to use it on my phone **What problems is Prophet CRM solving and how is that benefiting you?** we do not have any at this time **Official Response from Warren Stokes:** > Hello Bryan! Thanks for your review of Prophet CRM! We appreciate your positive comments. 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/. I am always happy to assist or chat about Prophet. 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. ### 15. Prophet works well! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Prophet CRM?** Profit is easy to use. It is easy to customize, and it is easy to enter data. **What do you dislike about Prophet CRM?** Because it is integrated with Microsoft outlook, I sometimes need to wait for it to download information from the cloud. **What problems is Prophet CRM solving and how is that benefiting you?** Prophet is our company CRM. ### 16. Decent CRM and Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2015 **What do you like best about Prophet CRM?** Good CRM Software that sits on top of outlook,, so it is easy to use , their customer service is excellent. Always on top of things. **What do you dislike about Prophet CRM?** They could use some color coding to make things more visual, have suggested it they said good idea but never implemented my ideas. **Recommendations to others considering Prophet CRM:** Prices just got increased per year, I would say it is a bit above moderate price wise **What problems is Prophet CRM solving and how is that benefiting you?** Commercial Real Estate ### 17. Longtime user **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2023 **What do you like best about Prophet CRM?** easy to use within Microsoft Outlook as it works with my existing contacts **What do you dislike about Prophet CRM?** OnDemand product depends on a fast internet connection. The Mobile app is pretty functional **What problems is Prophet CRM solving and how is that benefiting you?** staying in regular contact with me base and tracking projects **Official Response from Warren Stokes:** > Hello! Thanks for your review of Prophet CRM! I really appreciate your input. I am always happy to assist or chat about Prophet. 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. ### 18. Prophet makes it simple to log my bids and keep track of all the data involved. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Prophet CRM?** I can link emails to my bids and keep track of all the correspondence in one location. It tracks the bids in a way that manages the massive amount of information in one place. **What do you dislike about Prophet CRM?** The only thing I would like to see is the ability to log the time the bid is due as well as the date. Many projects have a specific time that they are due that day, and I need a way to track that. **What problems is Prophet CRM solving and how is that benefiting you?** I have not encountered any issues in utilizing Prophet CRM. The only thing I wish they would add is a way to track the due date time, and everything would be awesome! ### 19. OK **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** Well thought out and is customization seems to be easy. Great concept, just a shame it has to work with Microsoft. **What do you dislike about Prophet CRM?** Linked to Outlook. Needs to be on its own. **Recommendations to others considering Prophet CRM:** Use the hosted version, much easier. **What problems is Prophet CRM solving and how is that benefiting you?** Keeping in touch with clients and great followup. ### 20. Sales information anywhere **Rating:** 4.0/5.0 stars **Reviewed by:** Jon P. | Industry Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** Cloud base tech, is easy to operate, and the fact that the program lives inside outlook. Overall the operations of the program is simple. It is nice to see everything in one spread sheet **What do you dislike about Prophet CRM?** The search feature can take a while and is picking at times. Which is annoying. Not sure how you can improve on this problem. overall not a bad problem just annoying. **What problems is Prophet CRM solving and how is that benefiting you?** Reminding me about projects, keeping notes, and being accessible to my whole team. I think this allows my whole team to work as one, which is nice. You don't have to annoy someone with a call or email to get basic info. ### 21. The application is very user friendly and powerful. The Tech Support is second to none! **Rating:** 5.0/5.0 stars **Reviewed by:** Dean S. | Sales Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Prophet CRM?** The ability to store and manage all of our contacts in one, easy to use application. The reporting and lead tracking features are very helpful as well. The interface is very intuitive. **What do you dislike about Prophet CRM?** Sometimes the application can take a bit long to start up. **What problems is Prophet CRM solving and how is that benefiting you?** Our need to track and manage all of our current clients and propsects. ### 22. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos R. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Prophet CRM?** You can have a customized view to what you want to see, and remove what you do not need to see. **What do you dislike about Prophet CRM?** You cannot chose which screen the opportunities pops up without closing the entire outlook software appropriately **What problems is Prophet CRM solving and how is that benefiting you?** It's a CRM that allows tracking by anything you need it to. ### 23. Great CRM for small business or capturing the core information. **Rating:** 4.0/5.0 stars **Reviewed by:** Hans H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Prophet CRM?** Simple straight forward and embedded in Outlook. Support always goes above and beyond other software offerings. Familiar interface and sorting methods for data to get to quick results. **What do you dislike about Prophet CRM?** Not as configurable as larger CRMs, for example, data types are very very limited. No calculated fields. Attention to detail on graphics, text boxes and text in the user interface looks like they develop on one machine and do not check for quality. Login screen in the first example, do I need to even go further to explain?! I have a 4k display. **What problems is Prophet CRM solving and how is that benefiting you?** Prophet captures the core client data to assist in follow-ups and track the pipeline and purchase history. allows me to export data to excel in an easy fashion and uses industry-standard Microsoft Power BI. ### 24. Prophet Use is Delightful **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa G. | Administrator - Client Intake, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** We have found Prophet to be customizable to our needs and specific uses. It is truly easy to use and makes our daily jobs much easier. **What do you dislike about Prophet CRM?** There was a bit of a learning curve to get started but nothing insurmountable. Once I used it more than twice it was very simple and easy to use. **What problems is Prophet CRM solving and how is that benefiting you?** We are much more able to communicate with potential clients and note that within Prophet so that everyone in the company can see progress notes. ### 25. Easy to Use! **Rating:** 5.0/5.0 stars **Reviewed by:** Erin H. | Vision Therapist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** It's so easy to use and has all the info stored in a very customizable way! Perfect for our marketing team. We can categorize every piece of information in exactly the way that we intend to utilize, making marketing campaigns easier and more targeted. **What do you dislike about Prophet CRM?** There are so many components that it's hard to master the system quickly. But I will say that once you do, it's an invaluable piece to add to any business! Other than that, I wouldn't make any changes. **What problems is Prophet CRM solving and how is that benefiting you?** All of our contacts are in one place, but not only that! There's so many different ways to organize the information, making the experience totally custom and exactly what we need! ### 26. Prophet is the CRM that is here to stay as it provide excellent results. **Rating:** 4.5/5.0 stars **Reviewed by:** Auxiliadora C. | Transportation Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Prophet CRM?** CRM Prophet has been a service that since it came to us has not proven to be a reliable and practical tool, since its functionality is quite advanced, it is super easy to use, it provides extensive information about customers, it offers an incredible segmentation system, I love its calendar because it allows you to have all the tasks to be done in an organized way and reminds you of each task so as not to overlook anything. Once Prophet is purchased and implemented in an organization or business, better results can be quickly seen for retaing new customer and increasing sales. **What do you dislike about Prophet CRM?** Complaints about the functionality of this service can be said that I do not have, since at all times its operation has been very good and I have not had any problems in itself. I can say that its price is a bit high, but compared to the amount of improvements that can be obtained with prophet, it is a cost worth paying. **Recommendations to others considering Prophet CRM:** Prophet is the right tool to buy when it comes to increasing sales, retaining new customers and increasing customer satisfaction. It is very easy to purchase and use, ideal for inexperienced marketers as it provides good documentation to educate people on all its features. **What problems is Prophet CRM solving and how is that benefiting you?** The arrival of Prophet CRM has been wonderful for our company, since it has allowed us toincrease satisfaction towards each of our clients, we have been able to carry out solid strategies that allow us to increase the entry of income and new clients, others that should be highlighted that its easy usuability allows us to work very comfortably and quickly, which keeps us very satisfied. ### 27. simple and very easy to use interface **Rating:** 4.5/5.0 stars **Reviewed by:** Dogbo Jacques Y. | Senior Sales Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Prophet CRM?** What I like about this tool is that it's very interactive, it feels like you're interacting with a robot. it gives you all the information about the products you want. The speed of the answers and the assistance gives you to be patient even if it takes a few minutes more, because you always find success. It appears to me as both a training and information module. **What do you dislike about Prophet CRM?** Like any other software or web application it has its disappointing side which is the bugs and slowness of execution sometimes of the tasks, it is rather ordinary because it is the technology and one always foresees that. But I believe that these are things that the Dev team is working hard to solve systematically. **What problems is Prophet CRM solving and how is that benefiting you?** the coupling with the Outlook platform which makes it easy to save the database and the possibility of remote training for the sales team. It saves time. ### 28. One of the best CRMs I've used and managed. **Rating:** 5.0/5.0 stars **Reviewed by:** Bob B. | Director of Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Prophet CRM?** It integrates really well into Outlook. And the fields and reporting are very easy to customize. **What do you dislike about Prophet CRM?** Not all of the fields are reportable. I'd also like to see Lat./Long. coordinates integrated for more efficient cold calling routes. **Recommendations to others considering Prophet CRM:** Getting setup and learning reporting took some time (but that would be the case for any CRM system). Prophet customer support is outstanding. Responses are always quick and thorough. I don't lean on Support much anymore but did in the beginning, and they've been key to our satisfaction. **What problems is Prophet CRM solving and how is that benefiting you?** It's been outstanding for providing 2 key reports for our team meetings each week: Won/Loss and Pipeline. These keep us on track. ### 29. Needs improvements **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Prophet CRM?** There are items that are good in this customer relationship management software program. I like that I can access it by email and in my outlook. I have used many of its competitors and some are better and some are worse. **What do you dislike about Prophet CRM?** I have used about a dozen different customer relationship management programs over my many years as a sales manager. This one is not that easy to use. I would like it to be easier to enter information into it. i would like it to be able to export or run reports easier as well. **What problems is Prophet CRM solving and how is that benefiting you?** It would be great to use it for email and/or other marketing campaigns. We use it for show prospects primarily. I would like to say it makes me more productive but it takes too long to enter in all the information. ### 30. ´Prophet 1 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Prophet CRM?** The fact that it is integrated with Outlook makes routines flow more easily. Its interface is simple and easy to use for all types of users. Efficient, ready-to-service customer support via email, phone, help-desk and a good knowledge base. **What do you dislike about Prophet CRM?** It may fail to enter information and may crash, luckily the support works, presenting a solution. I think that updates should be released, so that these problems are solved. **What problems is Prophet CRM solving and how is that benefiting you?** With a cloud-based system, I can have the information I need wherever I am and whenever I need it. I realized that the software helped us to be more productive. ### 31. Efficient and cost effective CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** Easy integration with outlook. Customer service is excellent and timely, use is efficient and powerful, allows me complete management of clients and transactions. **What do you dislike about Prophet CRM?** opening an opportunity can sometimes be difficult but this is being addressed and I believe will be resolved soon. **What problems is Prophet CRM solving and how is that benefiting you?** It allows me to organize my day and manage on going transactions and business issues. I feel confident that items are not being overlooked and I can see progress. ### 32. Birches Group Europe Prophet User **Rating:** 4.5/5.0 stars **Reviewed by:** Tracey K. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** The variety of fields in the system and filtering for different groups **What do you dislike about Prophet CRM?** Reporting tools are tricky to access and the general set-up is not intuitive to navigate **What problems is Prophet CRM solving and how is that benefiting you?** Keeping track of sales ### 33. Great Product for Great Companies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Prophet CRM?** The ease of using the Prophet system and being able to conduct business with our customers in addition to locating pertinent information when needed. **What do you dislike about Prophet CRM?** We haven't had any noticeable issues. So far so good. **What problems is Prophet CRM solving and how is that benefiting you?** It helps us with locating information we need for jobs in addition to being a one-stop shop for us when we need to seek out information. ### 34. Prophet by Avidian **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2022 **What do you like best about Prophet CRM?** Prophet CRM is embedded in Outlook, not simply integrated. This allows Prophet to leverage the work you already do in Outlook and automatically associates that activity with the appropriate customer opportunity within Prophet. **What do you dislike about Prophet CRM?** It does not work on Apple products. Otherwise, the product works with no issues unless the internet is down. **What problems is Prophet CRM solving and how is that benefiting you?** I am not aware of any problems Prophet is currently working on. ### 35. Customer Service is Above and Beyond **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | Sales Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Prophet CRM?** We have been able to automate our sales process and in turn we've saved a ton of time and have become more efficient thanks to Prophet CRM. The analytics have also allowed us to better track our KPI's and grow our business. **What do you dislike about Prophet CRM?** There is a learning curve to learning the software but as soon as you understand how to utilize it, Prophet becomes a must have asset when performing daily CRM activites that our CRMs can't achieve. **Recommendations to others considering Prophet CRM:** If you are looking for a CRM that integrates with Outlook to tackle the mass amount of emails you get. Prophet CRM is high quality and I would recommend them to any sales department looking for a new CRM. **What problems is Prophet CRM solving and how is that benefiting you?** The integration with Microsoft Outlook has allowed us to seamlessly connect our emails to the CRM and auto populate common emails. Ensuring that all emails are archived to a specific account and connecting all of the CRM processes to that accounts profile even if there are multiple oppurtunities. ### 36. Prophet acting like a prophet. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** Connecting to outlook, by far. This allows me to be productive, faster. **What do you dislike about Prophet CRM?** Nothing yet! haven't found anything that i could say is a disadvantage. **What problems is Prophet CRM solving and how is that benefiting you?** Have to remember what i need to be doing each day to bring in the sales. ### 37. Very helpful tool to track and maintain a list of client contact information and tracking proposals. **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew K. | Saskatchewan district manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** I like how it tracks proposals and sets a calendar event to touch base on sent proposals. **What do you dislike about Prophet CRM?** Nothing, it all works well. I don't see any areas that require major improvement. **What problems is Prophet CRM solving and how is that benefiting you?** Helps to track proposals and client contact information. ### 38. If Outlook is You Email Client, The Prophet Should Be Your CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Randy L. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Prophet CRM?** Prophet it the only platform that I've found to be a fully-functional CRM that integrates directly within Outlook. Let me say that again,....it's the ONLY CRM that fully integrates with Outlook. **What do you dislike about Prophet CRM?** There is always room for improvement and Prophet as good as it is, could always improve. That said, when I bring issues and ideas to Prophet, they listen and I do see improvements implemented again and again. **What problems is Prophet CRM solving and how is that benefiting you?** Tracking the source of leads and the progress of those leads through completion. We have yet to take advantage of the many automation option built into Prophet. As we do, however, I'm 100% certain that this Platform will be essential to our workflow. ### 39. Very user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** All info you need is in one screen view. **What do you dislike about Prophet CRM?** can't have email & prophet open together **What problems is Prophet CRM solving and how is that benefiting you?** Having all our client info avail to us ### 40. Works for me **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Prophet CRM?** I like the integration into outlook which is helpful when doing calendar and contacts. **What do you dislike about Prophet CRM?** Prophet seems to crash my outlook fairly often. I wish it would work on iOS **What problems is Prophet CRM solving and how is that benefiting you?** They send out software updates often which I believe helps. ### 41. System was not adequate for our needs **Rating:** 1.5/5.0 stars **Reviewed by:** Claudia C. | Enrollment Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** January 20, 2015 **What do you like best about Prophet CRM?** Our company recently changed CRM because Prophet could not keep up with our growth. I do miss the format and ease of entering data, as well as the functionality of filtering by disposition and date. **What do you dislike about Prophet CRM?** I wish there was a better way of refining report results, more intuitive and easy to assign parameters, also that it wasn't able to keep up with our growth. **Recommendations to others considering Prophet CRM:** Make sure you have access to direct customer support, instead of dealing with an intermediary who is learning the system as you do. **What problems is Prophet CRM solving and how is that benefiting you?** We keep both out business and prospective client information on this system ### 42. A CRM That Integrates and Generates **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Prophet CRM?** Prophet CRM fulfilled many items from our checklist. Seamless integration to Outlook, easy, intuitive, and dynamic in quoting and follow up. **What do you dislike about Prophet CRM?** I wish it integrated with our ERP. Otherwise it's excellent **Recommendations to others considering Prophet CRM:** One huge plus to Prophet is the support. I really appreciate a fine product with the people supporting you behind it. **What problems is Prophet CRM solving and how is that benefiting you?** We are doing more POC and a dramatic improvement in follow-up. ### 43. User-friendly, easy to learn! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Prophet CRM?** There is more than one way to navigate everything and find information you are looking for. Easily integrates with Outlook! I have only used Prophet and SalesForce, but Prophet is my preference because everything I need is already in Outlook that I use every day! **What do you dislike about Prophet CRM?** Reporting is not very easy to create and get formatted properly. **What problems is Prophet CRM solving and how is that benefiting you?** We were previously pretty unorganized in tracking all contacts within our customers, but now it is very easy to determine who is with what company and make a change if their contact information changes or they change companies. ### 44. Prophet CRM Review **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Prophet CRM?** The software app offers features that can help keep information well organized and is set up in a manner where a user can input enuogh data for reference on a particular contact or company. **What do you dislike about Prophet CRM?** It is very slow and always have glitches which causes reliability issues. I am unable to trust that the entries are saved and or correct or that I am viewing correct data/info due to frequent technical issues I've experienced with this app. **Recommendations to others considering Prophet CRM:** N/A **What problems is Prophet CRM solving and how is that benefiting you?** Problems solving: I use this app to enter notes on clients to reference such as address/contact updates. This helps to ensure we have tracking on when, who updated the info in case of any questions/issues. Benefits: Not much. ### 45. Prophet CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Prophet CRM?** There are so many options to choose from. **What do you dislike about Prophet CRM?** Selecting and generating reports is a little confusing. **Recommendations to others considering Prophet CRM:** Make a habit of using it. **What problems is Prophet CRM solving and how is that benefiting you?** I'm not having any issues. I had login issues at one time but your support line took care of it. ### 46. Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Prophet CRM?** This CRM integrates seamlessly into Outlook. If you're familiar with Excel and Word, you'll catch on very quickly. I appreciate the fact that I never have to leave Outlook to log my sales activities. **What do you dislike about Prophet CRM?** The downside of this CRM is that it doesn't easily integrate into some of our third-party software programs. I believe it can be done through their API, however as a small business; we haven't invested the time and resources to figure it out. **What problems is Prophet CRM solving and how is that benefiting you?** We can be more organized with our outbound and inbound sales activities alike. We can track and organize sales opportunities to close deals faster. We generate more revenue for our business with this system. ### 47. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **What do you like best about Prophet CRM?** the fields flow seamlessly and very efficiently **What do you dislike about Prophet CRM?** that to open it you have to go on a separate screen from outlook but its not a huge deal **Recommendations to others considering Prophet CRM:** It's a great CRM and very user friendly **What problems is Prophet CRM solving and how is that benefiting you?** easy to create and contact opportunities. Also, i like the notes field where you can keep track of interactions with customers ### 48. Thumbs up **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Prophet CRM?** Prophet is easy to use and helps keep me organized with tasks and information. I love that we can pull reports from it and upload it to excel. **What do you dislike about Prophet CRM?** It takes a while to load sometimes and to create a "view" isn't inutitive. **What problems is Prophet CRM solving and how is that benefiting you?** Keeping up to date with notifications for vendors & customers. Helps stay on top of communication ### 49. Prophet Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Prophet CRM?** The depth of customization and detail that you can get into on dealer's accounts. **What do you dislike about Prophet CRM?** It can be overwhelming due to the deep customization nature of the software. **What problems is Prophet CRM solving and how is that benefiting you?** I am keeping track of dealer calls and email conversations. It's a way to stay organized with thousands of dealers. ### 50. Make this compatible with IOS Apple products. **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Public Safety | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Prophet CRM?** contact manager helps with finding and organizing companies and their contacts. **What do you dislike about Prophet CRM?** This needs to work on IOS and apple products. The fact that it can't be used on apple makes me never use it. It is slow loading new screens/ switching between manager pages (company/contact/opportunity) . Needs to be sending more alerts for opportunity's for tracking through the sales funnel **Recommendations to others considering Prophet CRM:** Consider a CRmMthat works on apple products **What problems is Prophet CRM solving and how is that benefiting you?** N/a having seen much binefits ## 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?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+20%3A46%3A05+-0500&secure%5Bsession_id%5D=5bf62f81-6a1f-4695-891f-8402d0b6e6c3&secure%5Btoken%5D=65e08c4db2c627fd68ce6c47051dcf5a1e95aaab9f1303a589650f9cc8413d16&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)