Prophet CRM

It does the job. I would like the advanced level features to be a bit more intuitive, but I also haven't sat through any of the trainings, so maybe that's my own fault.

If you use it for all of the outlook contact management, then it is cumbersome to be able to consistently remove the same people from a contact export for email campaigns (like competitor contacts).

Daily upkeep of contact information and account details.

Duplicate accounts - system should recognize duplicands and not allow them.

This product is set up to integrate with our email and account management system. I find it rather slow to load and navigate, and would prefer to see larger overviews of our entire pipeline on a central screen.

Time to load is very annoying. We have over 1000 clients.

That it is embedded in Outlook. Flexible enough to design the screens in a way that makes sense for my company to track case development through to a sale.

when I send an email from Prophit it doesn't automatically go into the email section of the file we created in Prophet. We need to then LINK the email to the file. Too much time... We have 12,000 cases active in the system and it takes a while to load.

This product is a great value. I love the personal service and helpfulness of staff. I dont' get stuck on hold or in a never ending loop of computer answering services options. Simple, to the point, and easy to use. Love Prophet.

I look forward to app upgrades. That is an awesome option and helps a ton.