How Can Prophet CRM Help You?

key crm capabilities, functions, features inside outlook

Key features for every professional.

CRM needs differ based on the industry, company, and role someone works in. Most CRMs offer an organizational database system and a way to track communications with clients but may not have the specific tools team members need to be on their A-game. CRM must fit your needs and grow alongside you.

Prophet is a catch-all CRM for the needs of people from different areas of expertise. With customizable data fields, report templates, and automation of sales stages, Prophet flexes to fit in your work environment, not the other way around.

Functionalities for many industries.

Insurance.

Keep current clients happy and new prospects enticed by a positive customer experience catered to them.

Real Estate.

Collect leads from a variety of sources to provide clients with exactly what they are looking for.

Financial Services.

Unify your team effort by merging the platform you communicate, track data, and do business.

Mortgage Brokers.

Hyperlink documents with detailed contact records to help you never forget a name or a form.

Event Planning.

Understand and produce the desired event by maintaining an in-depth contact, company, and opportunity record system.

Construction.

Keep project, client, and and supplier records cleanly stored in Outlook for ease of access.

Pharmaceuticals.

Keep contact data well-organized and confidential with ease without needing to learn a new, complex software system.

IT.

Prophet CRM takes little maintenance or support. Keep data safe and backed up easily.

Manufacturing.

Boost efficiency by saving time with key automations in daily communication and workflow actions.

Banking.

Track key statistics and keep customers satisfied with constant catered communications.

Government.

Enjoy the ability to keep data safe while optimize your time and communications with other branches, citizens, and lawmakers.

Inter-departmental CRM solution.

Sales.

Find more quality leads and utilize key features to sell them top-tier products, services, and customer experiences.

Marketing.

Utilize statistics to understand your target market, then reach out to them using features such as Campaign Manager, Group Email, and more.

Business Development.

Reach new clients and expedite the workflow process. Merge the platform where different departments can share data and work together.

Finance.

Integrate finance software with Prophet CRM to allow data visibility to the team without granting access to edit key data points.

Account Management.

Provide clients with a positive experience by showering them with communication and solutions to any problems they may have.

Project Management.

Provide your teams with the necessary data, communication tools, and reminders to hit each benchmark goal.

Operations.

Maintain a bird's eye view of the everyday happenings using Prophet's analytics dashboards. Set a workflow process with pipeline automation suite.

Law and Legal.

Keep client information well organized and access your data from your mobile device while on the go.