Avidian

“As a real estate agent, I work out of my car. For years, I’ve been doing it the hard way. Keeping track of customers of my smart phone, keeping posts stuck to my computer, and using basic tools like Outlook to manage contacts. This system worked, but not well, and I knew I was losing customers because of it. When I started researching CRM for real estate and came across Prophet, I knew it was my solution because it’s a tool that works with the tools I’m comfortable with (i.e., Outlook) and simplifies the rest. Now I have one software that keeps track of everything and tells me what I need to do and when. I can also use it to forecast sales and reach more customers.”

“Due to organizational restructuring, we recently merged our corporate and investment banking divisions. As a result, we had seven heterogeneous charts of accounts that needed to be streamlined into a single automated chart of accounts. We used Prophet financial services CRM solutions to help us create an accounting platform with a single chart of account. This solution has become fully integrated into the daily work for all our managers and employees, and has helped us realize a time and cost savings of around 30%.”

"I chose Prophet primarily based on the ease of inputting the data and the ability to track my business in real time."