Powerful and intuitive tools to boost your workflow and client satisfaction
Why a CRM?
Keep everyone on the same page with tasking and communications synchronization
Stay ahead of schedule with task prioritization and automatic scheduling
Powerful analytic tools to shape your management and marketing strategies
Focus on what really matters to your business with customer assistance just a click away
Real estate CRM solutions are designed to meet the specific needs of real estate professionals. The best CRM software for real estate will help you keep track of your customers and your properties because you need both to be successful, and it will also help you manage and organize sales campaigns, leads, and contracts. If you’ve been in business a while, chances are you’ve got a lot of customers to keep track of and many property details to manage.
ProphetCRM can increase the rate at which sales teams can create new opportunities and capitalize on existing ones. The ability to add leads to a CRM system can help a sales team quickly capitalize on new sales opportunities. The ability to update customer information company–wide within a CRM tool can prevent chances from slipping through the cracks. Finally, ProphetCRM for sales teams displays all of the information related to a customer in a meaningful way, giving teams the ability to effectively sell products targeted to customer’s situation.
Prophet CRM is your easy to use Retail Banking CRM solution seamlessly integrated within your Microsoft Outlook program. Further, it operates using the same familiar ICONS for ACTIONS like:
In today’s volatile and challenging economic environment, many financial services organizations struggle to differentiate themselves from the competition. However, because of the nature of the industry, price, products, and distribution methods are often imitated and duplicated by competitors, making it hard to stand out. One of the main ways a company can become notable is to provide their clients with an exceptional customer experience.
ProphetCRM is the ideal Project Management CRM solution that affords you the ability to customize team specific project templates, maintain data history, track lost opportunities and convert them into winning projects. ProphetCRM enhances the Project Management experience by naturally grouping alike projects by stage, status, and progress. This enables your team to solve complex problems, and apply new knowledge and experience to similar projects.
CPAs have a tough job. With deadlines to meet year-round, it can get hectic managing your contacts and filing forms for the right people. If you aren’t organized, clients slip through the cracks and fine details are missed. With a CRM that narrative can change. A good CRM can help you track your work more efficiently and remind you who and when needs what. But with so little time, taking using up resources to implement a technical solution to your problems may seem like too great a risk to take. Enter Avidian’s Prophet CRM. As the first and best Outlook CRM, our CRM product is integrated fully into your email client. Both intuitive to learn and simple to use, Prophet CRM does a great job of bridging the technology gap and ensuring that anybody can boost their productivity and keep track of fine details.