Easy CRM Software for Outlook | Simple Contact Management Software in Outlook

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Hosted, Centralized Server Software

Great for Remote Teams

Up & Running Quickly

Easy on the IT Team

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	PROPHET FOR MYSELF

Build on Your Current Outlook Data

Easy Contact Management

Track Sales Opportunities

Date/Time Stamp Notes

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	PROPHET FOR MY COMPANY

Centralized Contact Management

Improve Sales Team Efficiency

Roll-up Sales Reporting

Fast Deployment, High Adoption

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	CONTACT MANAGER


	EASY CONTACT MANAGER IN OUTLOOK

	Centralize all of your contact details, tasks, notes, appointments and opportunities in a single contact view within Outlook.

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	OPPORTUNITY MANAGER


	CREATE/MANAGE SALES OPPORTUNITIES

	Create and manage all of your sales opportunities with your contacts in Outlook. Includes stage, probability, revenue potential, closing date and time/date stamped notes.

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	SALES WORKFLOW AUTOMATION


	AUTOMATE YOUR SALES PROCESS

	Customize activities, tasks and email templates to fit your sales process. Create automated triggers to send emails or give you reminders to execute specific tasks.

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	REPORT MANAGER


	SALES PIPELINE FORECAST REPORT

	Use one of Prophet's 30+ report templates or create your own for pipeline reporting by stage, revenue forecast based on probability of close or any other tracked record in Outlook.

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PERSONAL CRM EDITION FEATURES

TEAM CRM EDITION FEATURES

ONDEMAND CRM FEATURES

Integrated into Outlook: contacts, appointments, email and task manager.

Full featured contact manager works with current Outlook contact database.

Sales notes with time/date stamping associated to contacts and sales opportunities.

Create, track & manage sales opportunities

Pre-built and customized reporting outputs to 5 formats including Excel and Word.

Personalized, group emails sent through your Outlook account.

Customizable quote generator.

Prophet Today for managing and prioritizing tasks and appointments.

Prophet Search toolbar in outlook. Find any email, attachment, file, appointment, contact or task with a single search.

All the same features as the personal editions plus.

Prophet server software gives teams the power to share and centralize contact and sales opportunity data.

You can also share data using email or peer to peer.

Advanced security for user permissions and administration.

Use with or without Outlook Exchange.

Personal workflow manager. Send a series of follow-up emails with Prophet Assistant.

Across team reporting by contact, time period and sales rep.

Template support for forms and reports published by administrator.

Global assignment of contact records to account reps.

All the same features as the personal editions.

Prophet server software gives teams the power to share and centralize contact and sales opportunity data.

You can also share data using email or peer to peer.

Advanced security for user permissions and administration.

Use with or without Outlook Exchange.

Personal workflow manager. Send a series of follow-up emails with Prophet Assistant.

Across team reporting by contact, time period and sales rep.

Support for terminal services, VP or Windows Roaming Profile.

Template support for forms and reports published by administrator.

Global assignment of contact records to account reps.

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Copyright(c) 2004 – 2012 Avidian Technologies, Inc. All Rights Reserved. Prophet and other Avidian Technologies; products and brands are
registered trademarks or trademarks of Avidian Technologies, Inc in the U.S. and/or other countries. Outlook is a registered trademark
of the Microsoft Corporation.