Prophet CRM Reviews

The integration into outlook makes it very easy to use. The customization aspect also allowed us to make it relevant to our niche industry.

Sometimes it crashes when I am inputting information. When this is an issue support is usually quick to help.

I like that it communicates well with Outlook ( when the connectivity works)

There are delays in searching up opportunities ( example: when you delete a prior search term, the system has to then pull up the whole book of opps each time. This causes a lag. Same with clicking "save and close" sometimes the button takes up to 25-30 seconds to recognize the mouse.

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.

The ability to tie it into my Outlook customers.

The fonts can not be changed and are too small. I had a support person look into the problem, but he couldn't fix it.

Fields in companies and opportunities are Customizable

Often glitches and creates duplicate Company and Contact entries. Creating reports is not easy.

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

Its connectivity with Microsoft Office Suite.

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

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.

Installation is simple and it ties into Outlook for tracking activity and tasks by customer. As a user we can modify Prophet to meet our needs, not change our existing system to fit a CRM system

It sometimes causes issues with Outlook, although minor, are inconvenient

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!

Works well when updated, relatively intuitive, many updates, excellent CS and training.

More intuitive search function is required, I am always forced into advanced search mode to find contacts and companies in my own DB. Needs to have a contact DB outside my contacts for easier use in sales prospecting. Contact sharing by company of the entire prophet DB.

Integration with Outlook 363 / very seamless interface with outlook. As a longtime MS 365 user not to have to learn an other system was major reason for purchase

System does not integrate or operate with MS 365 online Outlook

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

easy to use and the customer service is amazing

Some glitches in setup, otherwise no cons

Easy integration with Outlook. Intuitive data entry and reminders. Easy for everybody to see what's going on in their areas.

Really needs Windows 10 to operate Best. bogs down with Windows 7. Reports can be difficult to program for transfer to company systems.

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.

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.

I love how integrated the CRM is with Outlook. It is easy to use and convenient.

I dislike that changes cannot be made to an entry from the overall views. An Opportunity must be opened in order to change any information in a field. It would be even easier to use if that information could be changed in the "view" screen.

Integration with Outlook has been a game changer from our last CRM

Loading time is slow at startup but is fine thereafter

I've tried many CRM systems from Salesforce down to cloud-based ones like Zoho. I have to say that Prophet CRM has the right combination of features and usability. Some have so many things I don't need, but Prophet is just right. Best of all, it is all done from within Outlook, so you don't have to go to a separate system. It makes it much easier and convenient.

Their iPhone application is out of date to say the least. I was told they would have a new version out soon, but am still waiting. I would say if they get this app up to date then that would be good. You can also access Prophet data through the mobile browser, but it's basic info like the app and not real good yet.