Prophet Crm

Prophet Crm

Verified

Avidian transitions Microsoft Outlook into a customer relationship management (CRM) solution for sales and business teams.

Prophet CRM unifies Outlook’s email, contacts and calendar data—with opportunities, stages and records—enabling teams to capture and analyze customer data with a single tool. When emails are sent, appointments scheduled or meeting notes entered, everything is tracked automatically. The Prophet Dashboard gives each salesperson an at-a-glance view of their pipeline and any daily tasks, and sales automation functions send automated reminders to sales teams to encourage follow-ups. Prophet is customizable to match each company’s unique sales process.

Avidian’s professional services team manages each installation from the initial planning to user adoption and post-installation support.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.avidian.com/about-us

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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