Avidian

“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%.”

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

“I’ve been in the real estate industry as a broker for 30 years or so and have tried a bunch of real estate CRM tools such as Top Producer. These tools ended up creating more work than they helped with because the tools weren’t specific to real estate and weren’t compatible with MLS. When I switched to Prophet, my life was finally simplified because Prophet gives you the tools you need to manage customers and properties without all of the tools you don’t need. I use Prophet for every aspect of my business. From scouting properties and keeping track of them, to finalizing contract details and closing sales.”