Outlook CRM for Teams | Prophet CRM

Prophet CRM

Easy CRM in Outlook

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How can Prophet CRM help you?

Transparent Communication

Prophet CRM is embedded in Outlook — automatically tracking and recording your team’s activities.

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High-Touch Environment

Prophet CRM’s tailored Sales Automations ensure that your customers receive rapid, meaningful responses.

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Effortless Adoption

Familiar Excel-like dashboards help your team adopt Prophet CRM seamlessly into their daily process.

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Powerful Analytics

Forecasts and Activity Tracking roll up into insightful reports, allowing Managers to confidently make key decisions.

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Personalized Documents

Quotes, Documents, and Forms produced directly from a Prophet CRM Record enable your team to operate from one system.

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Be MOBILE

Prophet CRM’s Mobile App for IOS and Android keeps your teams productive, even when they’re on the move.

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Features

  • Shared Contact Management
  • Shared Account Management
  • Generate Word and Excel Forms
  • Automate Sales
  • Email Drip Campaigns
  • Email Tracking
  • Bulk Email
  • Sales Pipeline Management
  • Lead and Opportunity Tracking
  • Forecasting
  • Generate Quotes
  • Advanced Inline Filtering
  • Automate Workflows
  • Analytics
  • Customizable Reports
  • 1400+ Integration Options Available via Zapier
  • Hierarchical Access Controls / User Permissions
  • Email Linking and Sharing
  • Cloud or OnPremise Versions
  • Unlimited Departments
  • Customer Service Case Tracking
  • Project Management
  • Finance
  • Advanced Permissions by Department
  • Automated Notifications
  • Site-license Available for Offline Use

A CRM Designed For Teams

Prophet CRM enables sales and project teams to operate cohesively. Users can collaborate with members of their core team or across departments to track progress on deliverables and ensure deadlines are met.

Think of Prophet CRM as a set of power tools for Outlook. Prophet CRM allows your team to continue doing their daily work without context switching to online tools such as Salesforce and Zoho.

What do we value?

Our Customers are always our top priority.

We look to grow long-term relationships with our partners. Every part of your Prophet CRM experience is handled in-house, without exceptions. This enables a seamless experience from the moment your implementation begins. We are a CRM in the business of providing our customers longstanding value.

Implementations

Our team of Project Managers works to learn your business model to ensure that Prophet CRM accurately reflects your business processes.

Support

We are incredibly proud of our top-rated Support Staff, beating Salesforce by 10.9% (G2 Crowd, 2018).

Customer Success

After deployment, a Customer Success Manager is assigned to your account to ensure that you receive ongoing value.

Integrations

Our Open API allows Prophet CRM to integrate with nearly all ERP platforms, allowing for cohesion between your essential systems.

Technical Details & Compatibility

We offer Cloud and On-Premise solutions to fit your needs. Prophet CRM is compatible with Microsoft Office 365. Our Mobile App is user-friendly, and available on all major platforms.

Do you have client information from a dated CRM or in Excel spreadsheets? Our Migrations Team works with you to ensure that essential historical data is reflected in your new system.

Prophet CRM Pricing

No hidden costs.

Contact Manager

$25 per user / month*

$22.50 when paid annually

  • Manage contacts and company accounts
  • Send personalized group emails
  • Create and customize reports
  • Email drip campaigns and follow-ups
  • Mail merge: printed mail, labels, fax, email
  • Export lists and views into excel
  • Share data with your team
  • Email tracking
  • File Gen - Create Microsoft Word documents

Team

$55 per user / month

$49.58 when paid annually

  • Everything in Contact Manager plus:
  • Email tracking & team sharing
  • Track sales opportunities
  • Quote generator - Create quotes in Excel
  • Automate workflow actions by sales stages
  • User permissions and administration
  • Global assignment of records to reps
  • Advanced inline filtering of records
  • Parent-child heirarcy for companies
  • Ask about our small business discount

Enterprise

$75 per user / month*

$66.25 when paid annually

  • Everything in Team plus:
  • Advanced user permissions by department
  • Automated email notifications
  • Unlimited departments
  • Unlimited custom templates
  • Unlimited forms and records
  • Customer case / ticket tracking
  • Project tracking
  • API access

*Minimum implementation fee required.

For Site Licensing and On-Premise Pricing Contact Us

Contact Us

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or call 1-800-399-8980 24 hours!

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Testimonials

"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

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