Outlook CRM for Teams | Prophet CRM

Customer Success

How to Search Prophet Fast!

How to search through all of your Prophet data from any Outlook Window.  How to open any Prophet Record from the Inbox.  Read More

Best Practices: Importing Contacts

Tips on how to mass import contacts into Prophet from an Excel sheet. Read More

Best Practices: Adding a Contact or Company

Tips on how to properly add a new contact or company. Read More

Seeing Relationship History With Prophet

How to quickly see all linked correspondence with a specific contact or company. Read More

How to Create Insightful Views

Tips on how to set up your own personalized Prophet views efficiently.  Ideas on a few views to create.  Read More

Essential Stage-Based Automations

Tips on how to set up personalized automations for repeated routine tasks. Read More

Learn More about Analytics

Learn more about how our analytics platform and what it can do for you. Read More

How To Place a New Power BI Analytics Report Into Prophet

This guide will show you how to place a new report Power BI report into Prophet. Read More

How To Create Advanced Workflows

Use this guide to add drop down lists and date pickers to your sales automations. Read More

How to use VLookup in Excel

Learn how to use VLookup, one of Excel's most powerful features to match data from different sheets using a common factor. Read More

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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