CRM for Banking

Schedule a Demo

See why your team will love Prophet CRM.

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:

  • email
  • appointments
  • and tasks, along with additional ones that integrate with Word and Excel

Prophet CRM can read the contacts and companies you already have. Then we take it to a level you never thought possible in Outlook.

  • Branch
  • Stage
  • and tasks, along with additional ones that integrate with Word and Excel
  • Lead Source

And history of

  • Communications
  • Tasks
  • Calendaring
  • Notes
  • Relevant Files and Data involved in that account relationship

Whether you are offering:

  • Traditional
  • Personal
  • And Business products

or additional solutions within:

you can track it all here and know where those OTHER ASSETS like CD’s are coming due!

Further, don’t miss any cross selling opportunities. Every financial institution knows that the more products a client has with you, the more likely they will continue adding on services and doing more business with you.

  • Lending
  • Trust and
  • Investment areas

Manage your

Sort and report using any of the relevant data metrics that you have chosen to track. Metrics you can query at point of query for real time analysis, decisions and actions… ALL AT YOUR FINGERTIPS AND ALL INSIDE the program your team is already using… Microsoft OUTLOOK.

Talk to one of our Account Executives who specializes in CRM for the Banking Industry today. Allow us the opportunity to show you an Easy, Powerful, and Customizable solution your team will really use… Prophet CRM.

  • Marketing Campaigns
  • accounts
  • referrals and
  • all of the relevant data associated with them

Schedule your live demo today

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10800 NE 8th St, Suite 918 Bellevue WA 98004


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