Outlook CRM for Teams | Prophet CRM

Banking

Retail Banking Software Solutions: 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.

  • Status
  • Stage
  • Branch
  • 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:

  • Lending
  • Trust and
  • Investment areas
…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.

Manage your :

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

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.

Contact Us

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or call 1-800-399-8980 24 hours!

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Testimonials

"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

See More Testimonials