This functionality allows users to develop, define and track relationships between contacts and the emails, tasks, contacts and calendar events in Outlook.  Prophet also allows you to customize fields against which you can report and develop actionable insights into your processes.  Prophet CRM’s Contact Manager and Company Manager help you manage all the important accounts, contacts, and stakeholders.

Enable your sales teams to capture whatever data is most important to closing business – all inside of Outlook.

Prophet expands basic Outlook contact management and adds company and opportunity managers, all displayed cleanly within the Outlook interface. Each record tracks sales activities and specific contact data for a comprehensive status report on a prospect’s condition.​

Do you ever wish you could see a complete timeline of interaction with clients, customers, and partners? Prophet captures Outlook interactions automatically within the Prophet CRM database. When emails, tasks, meetings, and notes are created, it’s all tracked for quick reference and easy recall for reporting.

Effectively managing deals is a critical function for any sales team or business. Prophet makes sales pipeline management simple. Prophet’s GridView displays deal information in an intuitive spreadsheet-like format, combined with a powerful yet simple query, filter, and sort capability similar to Microsoft Excel.

Configure sales pipelines the way you want to see them: by team member, sales stage, revenue, probability, next steps… it’s all possible. Once a view is configured, it can be saved for quick future reference.