avidian CRM
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What's Prophet 4.0? Easy Contact and Sales Management INSIDE Outlook. |
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| Contact Management | |
| Organize and manage customers by contact or company. | |
| Track and review all communication, sales opportunities and history for each customer. | |
| Create contacts, companies, opportunities, emails, and follow-ups with a single click. | |
| Opportunity Management | |
| Create sales opportunities from any email or contact with a single click. | |
| Track notes, emails, appointments and follow-ups for each sales opportunity. | |
| Review your pipeline by sales stage, status, revenue, closing date, or any other field. | |
| Daily Sales Activities | |
| See a quick overview of your sales pipeline by stage, close date, and projected revenue. | |
| Organize today's appointments and follow-ups and see the opportunities related to them. | |
| Access tutorials and help files to get you using Prophet easily and effectively. | |
| Prophet Reporting | |
| Create Pipeline Forecast, Account Summary, and Sales Activity reports with the touch of a button. | |
| Design custom report templates specific to your company with the Prophet Report Wizard. | |
| Save your reports as PDF, Word, Excel or HTML making them easy to share with anyone. | |