Prophet CRM Reviews

“PCI New

Pros

The software is relatively easy for me to learn.

Cons

I prefer if opportunities would appear without having to search when looking at Company or Contact records.

“CRM integration with Office 365

Pros

The integration with Outlook 365 is seamless. As a longtime MS 365 user, not having to learn another system was a major reason for my purchase.

Cons

The system does not integrate or operate with MS 365 online Outlook.

“Prophet CRM is ideal for my database and contact management purposes.

Pros

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

Cons

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

“What I like about Prohpet CRM

Pros

When my sales team uses the software correctly, we can assist with follow-up on leads, communications, and appointment reminders. The customer service is beyond amazing for any assistance.

Cons

I think the one negative is the interaction with Outlook, which very infrequently causes slow issues.

“Prophet Mobile App

Pros

I prefer to use the Prophet Mobile App. I personally find it much more user-friendly than the desktop version.

Cons

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

“A great tool in theory, but doesn't live up to potential

Pros

I think this platform would be incredibly easy for a team that isn't very tech-savvy. Because it's integrated into Outlook, which everyone is already familiar with, it could become a highly effective tool. With just a few tweaks to our normal Outlook habits and routines, it could be seamlessly integrated into an existing business.

Cons

Prophet regularly crashes my Outlook. Customer support has been abysmal at best. Since day one, they promised us an engaged and supportive team to help us maximize our use of the platform, but my actual experiences have been far from satisfactory.

“Prophet Review

Pros

I really appreciate the ability to customize fields in companies and opportunities. This flexibility allows me to tailor the platform to meet specific business needs, making it much more efficient and relevant to our operations.

Cons

It often glitches and creates duplicate Company and Contact entries. Creating reports is not simple.

“Best CRM and most complete, simplistic and priced right.

Pros

I'm impressed by the amount of data I can input, manipulate, and transfer to Excel reports. This feature is incredibly useful for creating detailed analyses and comprehensive reports, which are essential for making informed business decisions.

Cons

It perfectly aligns with all my requirements within our industry, catering to every aspect flawlessly and effectively meeting all my specific needs.

“Ease to use. Customer support and training after the sale is top notch.

Pros

Prophet CRM is very useful to be able to see the sales history for each client. This visibility helps me understand past interactions and better prepare for future engagements, ultimately improving client relationships and sales outcomes.

Cons

Some line items couldn't be customized. Other than that, I've enjoyed every other aspect.

“Prophet helps make us PROFIT.

Pros

I make sure to update contact information and account details daily. Keeping this information current is crucial for maintaining accurate records and ensuring smooth communication within the team.

Cons

The system should recognize duplicate accounts and not allow them.

“Very Highly Recommend

Pros

I find it incredibly easy to use, and I love that it integrates directly with Outlook. This integration simplifies my workflow by allowing me to manage tasks and communications within a single platform.

Cons

While there are a couple of reports that I require but are not available, overall the system fulfills all my other needs effectively.

“Simplicity and Accuracy

Pros

The installation process is smooth and it integrates with Outlook to track activities and tasks by customer. As a user, I can customize Prophet to meet our needs without having to change our existing system to fit a CRM system.

Cons

It sometimes causes issues with Outlook, though minor, they are inconvenient.

“Prophet

Pros

I value the ability to track progress on past and present leads and print reports. This feature is vital for monitoring sales activities and measuring performance over time.

Cons

When I select a client, the contacts automatically populate, streamlining the process and enhancing efficiency.

“NSE Prospective

Pros

Its connectivity with the Microsoft Office Suite to be very convenient. This integration allows me to easily use other Microsoft tools in conjunction with this platform, enhancing overall productivity.

Cons

The email features could be better, particularly in capturing email activity in the notes.

“Easy to use CRM that sits ontop of Outlook

Pros

Prophet CRM easily integrates with Outlook and is generally easy to use. However, I do wish it had a few more features that I have recommended, which would make it even more useful.

Cons

The app is not good, not useful at all, and does not mirror the desktop version. I deleted it off my phone.

“Great Real Estate Contact Tool

Pros

It is very easy to keep track of callbacks and categorize leads. This capability helps me stay organized and ensures that I follow up with potential clients in a timely manner.

Cons

It can be a bit clunky. I can't track the initial notes when creating a contact without exiting and creating a new note with tracking. I can't log time-stamped notes from my phone.

“CRM Capability and Value

Pros

Their ability to track sales and opportunities, ensuring that everyone has access to the necessary information so we all see the same thing. This transparency is essential for effective teamwork and decision-making.

Cons

Finding and inputting all the values I need can be a cumbersome task, requiring significant effort and time to complete accurately.

“Prophet is my daily work best friend

Pros

I enjoy the ease of use and the daily reminders that keep me on track. These reminders help me manage my tasks efficiently and ensure that nothing important slips through the cracks.

Cons

I can't automatically email numerous emails.

“Our records management

Pros

I like the integration with Outlook and the overall ease of use. This combination makes the platform very practical for managing emails and tasks in one place.

Cons

I'm unable to search the content of the documents attached to the contact records.

“prophet review

Pros

The opportunity manager very helpful for organization and generating sales reports and forecasts. This feature provides valuable insights that aid in planning and decision-making.

Cons

It does not work with iOS products, and the mobile app is honestly horrible. It needs to work better with Apple products.