Avid CRM

The best CRM is the one you will actually use.

Avid CRM is an easy-to-use, fast-to-implement CRM and contact manager embedded in Microsoft Outlook.It de-clutters and expedites your workflow with intuitive features such as:

  • Reporting and analytics dashboards
  • Sales automation and workflow
  • Document generation
  • CRM mobile app
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Powerful features to streamline your workflow

A contact relationship manager 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.

Embedded in Outlook

  • 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.

Contact, company and 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
Reporting and analytics dashboards

Reporting and analytics 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.

Document generation feature

  • 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.
Sales automation and workflow
Sales automation and workflow
  • 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.

CRM integration

  • 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.
mobile CRM App
Mobile CRM 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.

Campaign manager feature

  • 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.
Campaign manager feature
email tracking
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 Sales Intelligence

  • 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.
Streamline your work. Choose your plan.

Choose the perfect plan for your business needs.

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