Prophet CRM Reviews

It does the job. I would like the advanced level features to be a bit more intuitive, but I also haven't sat through any of the trainings, so maybe that's my own fault.

If you use it for all of the outlook contact management, then it is cumbersome to be able to consistently remove the same people from a contact export for email campaigns (like competitor contacts).

Daily upkeep of contact information and account details.

Duplicate accounts - system should recognize duplicands and not allow them.

This product is set up to integrate with our email and account management system. I find it rather slow to load and navigate, and would prefer to see larger overviews of our entire pipeline on a central screen.

Time to load is very annoying. We have over 1000 clients.

That it is embedded in Outlook. Flexible enough to design the screens in a way that makes sense for my company to track case development through to a sale.

when I send an email from Prophit it doesn't automatically go into the email section of the file we created in Prophet. We need to then LINK the email to the file. Too much time... We have 12,000 cases active in the system and it takes a while to load.

This product is a great value. I love the personal service and helpfulness of staff. I dont' get stuck on hold or in a never ending loop of computer answering services options. Simple, to the point, and easy to use. Love Prophet.

I look forward to app upgrades. That is an awesome option and helps a ton.

The basics and functionality are intuitive. Customer service has been outstanding.

This is a very deep tool which is good. The further you go the more assistance you need but the assistance is good but you need it.

A.ount of data we can input and manipulate and move to Excel reports.

Nothing, it fits all of needs in our industry

I like how your files are easy to find and keep sorted with the CRM. And the customer support is phenomenal!

The only thing is that if you have a lot of files saved on the CRM it can be a bit sluggish to start up.

The ability to Track Opportunities and their anticipated Dollar Value. Also Close Date communication with senior management

Contacts have no option for Team members that are not employees of the Opportunity but may be Primary Contacts

It is a great way for everyone in the organization to be on the same page regarding the different files we all handle.

I find that though useful, the system is very slow compared to managing a diary using OutLook's calendars. I think the extra time it takes to load/open a case deters people in our office from fully embracing the software. Another recommended improvement would be for the created tasks to link back to the prophet case entry. Currently when we input "next action", and then put in the next step date it will create a task for that user, but when task that was created is altered to update the due date it is not reflected in the prophet case manager.

Easy to use, can populate into excel spreadsheets. Efficient. good value, support has been great.

It tends to crash Outlook. It's back-end system is finicky and errors out... can be unstable.

I appreciated how nimble the product is and allowed for us to customize it for our specific usage.

We do not have any complaints about this product.

It has all the clinics we physically put there.

Very hard to navigate and create leads. It doesn't have a pop-up for new leads or reminders for leads. Very difficult to create a quote.

Being able to see sales history for each client

Some line items could not be customized. Other than that one item - I have emjoyed every other aspect

Integrates with MS Outlook. The saved views feature is great. The filtering is great. Linking emails to opportunities is good. Has a phone app.

'Rows" defaults to 100. Should show all. Some info is hard to find without instruction. Should have a smart Google maps feature integrated to a travel planner that sets most efficient meeting times within a sales trip.

It is very easy to use and price-wise, it's cost efficient. Links to Outlook very well and scans other applications like MailChimp within your MS Outlook program to assist in future marketing opportunities. Customer service is also great - very quick to respond.

In order for it to run properly, you must be running the most recent version of MS Outlook. If you use Mac computers then you're going to have a headache working around to get Outlook to run on your system and use this program with ease.

It's very full featured. My main challenge is taking advantage of all it has to offer.

There are occasional glitches withing Outlook that require attention. That said, Prophet support is outstanding!

I like how there are several tabs to categorize your contacts and many areas to include in depth details about each contact. I also like how you can have multiple opportunities for different customers. Obviously, syncing the software with Microsoft Outlook has huge benefits. Being able to schedule tasks that go directly to your calendar allows for a great advantage for scheduling appointments and maintaining an organized schedule.

I'd like it to be easier to see if a co-worker is working with a customer or lead. I feel like you have to manually search through a list of companies to determine if they've already been entered into the software as a contact. If there was a search bar or a way of searching cities or states that contacts are based out of, it might help minimize the time it takes to verify if someone is already doing business with a company.

The software has many, many options to use as you would like.

Running reports is cumbersome. I'd like to set up reports that I can run for specific customers but I cannot figure out how to make those happen. I'd also like to set up an appointment on my calendar rather than a "task". The buttom for for follow up will only put a task on my calendar, not a specific date.

Integrates into Outlook very well. I liked being able to connect the company and the people involved with the project. I created multiple departments that all have their own custom tabs so people can keep track of the information they need. Customizing the views is nice to get a quick glance of what you are working on and it exports to excel.

Outlook crashes a lot. We have new machines with Outlook 2013 and everyone in the office is having trouble. There is also no dynamic ability to move the project through any stages. You can't exclude null or not null values in the views which forced me to add more fields and make everything more complicated so projects didn't show up or would move off people's views once they were done with their portion. If you plan to host on premise there is still a lot of development work that needs to be done to get things working smoothly. They don't use their own software for the analytics tab and need to fully understand the limitations before signing contracts.

I prefer to use the Prophet Mobile App - i personally feel that it is a lot more user friendly than the desktop.

The desktop use of prophet is a lot more involved and difficult, not very easy to navigate.

Tracking sales and opportunities. Giving everyone needed the information so all would see the same thing.

Cumbersome to find and input all values wanted

The software is relatively easy to learn

Prefer if Opportunities would appear without having to do a search when looking at Company or Contact records

Keeps me on task, nothing slips through the cracks

Get a more user friendly mobile interface and I would use it more.

I like the fact that Prophet works inside of Outlook. I have tried other CRM's that "work with" Outlook and have always found them to be clunky and to not interact with Outlook as well as they claim. I have found the people at Avidian to be very responsive to calls and emails.

no huge problems. There are a few things they could tweak to make Prophet even better.