As of June 30th, 2020, Microsoft has ended its Outlook Customer Manager service. Despite it not receiving active development or support towards the end of its lifetime, we’re sure that many had grown accustomed to using it. You may want these features without having to go through the hassle of opening up a third party service. If you’re still looking for a contact management alternative that fits this description, look no further. Avidian’s Prophet CRM brings back the core features of OCM while introducing powerful new tools that you can implement into your workflow. The best part is that you will never have to open anything other than Outlook. Prophet CRM is seamlessly integrated into Outlook’s client and functions as a powerful add-in. It brings an intuitive and simple UI that has the same look and feel as Outlook, and ultimately takes and improves OCM’s greatest strengths.
One feature that many found useful in OCM was the ability to see an entire email history. Prophet CRM conveniently stores your entire history of interactions in a variety of places, including Contact records, Opportunity records, and even Company records. These three kinds of records share their information and any updates made in one of them will be reflected across the three. This way, not only is it easier for you but also your team when it comes to staying up to date and communicating clearly.
Another valuable feature that OCM had was the ability to store additional data about specific contacts and tasks. This included the ability to attach and store relevant files. Prophet CRM has also seamlessly integrated this functionality into Outlook. No need to go parsing through the length of an email chain. Instead, quickly find and open the attachments that you need.
One final feature that OCM brought to the table was its active contacts and reminders system. When you clicked on your business contacts, you would immediately see who your most active contacts are as well as notifications about your upcoming tasks. Prophet CRM one-ups OCM’s system with the introduction of Workflow. Workflow is an extremely effective tool that not only tracks and notifies active and upcoming contacts and tasks but also streamlines your entire process. Using either our default templates or your own customized one, you can map out your entire interaction strategy from start to finish. Some of the tools you can use to create your workflow include automated tasks, email templates, and scheduled email follow-ups ensure that you keep up to date with every single client with minimal busy work.
Overall, we believe that Prophet CRM makes for a fantastic alternative to Microsoft’s OCM. It brings the same functionalities and improves on them while staying true to Outlook’s format and UI. More importantly, our support team is still very active. We love hearing from our client’s and will work side by side with you to make sure that our product is working smoothly.