Avidian

“Prophet CRM has helped us consolidate and standardize financial, purchasing, and sales processes company–wide. We have significantly decreased the amount of time it takes to for management and employees to isolate and access pertinent data. As an unexpected plus to using financial CRM software, over the last six months, we have experienced improvement in our financial and purchasing best practices as a result of being able to track activity with the built in analytics. Yes, we would refer Prophet to our peers in the financial services industry.”

“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.”

"Everything is tracked (in Prophet). We know who did it, what they did, and when they did it."