Maximize Outlook's Power with Avidian CRM:
Your Integrated Sales Solution

Avidian CRM is designed to enhance your team’s productivity, improve customer relationships, and drive revenue growth. Discover how our Outlook-centric CRM can transform your business.

Reporting and analytics dashboards
Sales automation and workflow

Download Avid CRM Brochure

Document generation
CRM mobile app

Maximize Outlook's Power with Avidian CRM: Your Integrated Sales Solution

Features

Powerful Features to Streamline your Workflow

A contact relationship manager that acts as a digital organizer for contact, company, and opportunity, but supplementary tools like tracking
communications, analyzing, and reporting on data, automating sales pipeline stages, and generating documents can make all the difference
in your team’s workflow. Avid stands apart from the rest, offering an intuitive, highly customizable CRM with key features designed to
simplify your workflow and the data tracking process.

Eliminate the need for multiple applications and streamline your workflow. Manage your contacts, track sales opportunities, and collaborate on projects, all within the Outlook interface you already know and love.

Seamless Outlook Integration

Embedded directly into Microsoft Outlook.
Synchronizes and upgrades your team’s contacts, calendars, and functions.
Adopts Outlook’s native contacts into CRM contact and company records.
Our dedicated onboarding team guarantees a smooth transition.

Unified Contact, Company, & Opportunity Management

Facilitates the tracking of quality data.
Automatically tracks communications, events, and more.
Data is presented in easily digestible, spreadsheet-like displays.
Advanced filtering, sorting, and look-up of capabilities.
Allows you to save list views of refined data groups.
Has numerous customizable data fields.

Contact, company and opportunity management1

Actionable Insights with Reporting Dashboards

Portrays workplace trends in an interactive and visually accessible format.
Automatically fills your report templates with data from your database.
Stores your reports cleanly inside Outlook and Prophet CRM.

Accelerate Sales with Document Generation

Produces Microsoft documents according to pre-defined templates.
Auto-fills documents with data from the relevant opportunity.
Customizable templates allow you to tailor reports to your specific needs.
Creates hyperlinks to documents wherever you store them.

Boost Sales with Workflow Automation

Automate when and what actions are taken at every sales stage.
Sets reminders for key steps that keep you on track.
Group Email function allows you to send personalized group emails through Outlook.

Enhanced CRM Capabilities Through Integrations

Developers can create and integrate applications that automatically perform tasks in Prophet.
Integrates with web forms to send input data directly to your CRM.
Integrates with real estate, accounting, and ERP software.
Can be integrated with cloud-based apps.

Access Your CRM Anywhere with Our Mobile App

Engage with your CRM in real-time on any Android or Apple device.
Add and edit views, contacts, company records, and opportunities.
Send emails, set appointments, call, and map directions to contacts.
Dictate notes directly into your CRM.
Automatically logs phone calls made from the app.

Automated Campaign Management

Allows you to send out and track email campaigns through Prophet in Outlook.
Helps to avoid spam filters and to prevent emails from bouncing back.
Emails are personalized for each recipient using auto-filled content fields.
Keeps track of sent, open, click-through, and unsubscribe rates.

Improve Sales with Email Tracking

Link emails, meetings, and tasks to records in your CRM database.
Share emails with coworkers without having to forward them.
Auto-link future communications to specified contact, company, or opportunity.
Delete emails from your Outlook inbox and keep them stored in Prophet CRM.

AI-Powered Sales Insights

Visualize a relationship map of your connections to unlock warm referrals.
Come to understand someone before even reaching out.
Pull prospects from websites, web traffic, LinkedIn, and KnowledgeNet.ai’s database.
Use AI to write intuitive emails targeted towards specific contacts.

Pricing

Streamline your work. Choose your plan.

In today’s fast-paced business landscape, efficiency is paramount. Avidian CRM leverages the familiar environment of Microsoft Outlook to provide a powerful, integrated CRM solution.

Choose the perfect plan for your business needs.

View Plans