# Avid CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Avid CRM the right CRM solution for you? Explore 138 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/20743/Avidian/reviews

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Avid CRM

4.1 (138)

[View alternatives](https://www.capterra.com/p/20743/Avidian/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Avid CRM

Ease of use

3.9

Customer Service

4.4

## Pros and Cons in Reviews

KH

Krista H

Director of OperationsProfessional Training & Coaching, 2 - 10 employeesUsed the software for: More than 2 years.

“Given the fact that it is integrated into Outlook, something everyone already knows how to use, it has the possibility of being a highly effective tool, and one that could be integrated into an existing business seamlessly with just a few tweaks to our own normal habits and routines in the ways we utilize Outlook.“

January 23, 2023

EB

Emily B

Sales AssociateReal Estate, 2 - 10 employeesUsed the software for: Less than 6 months.

“It can be a bit clunky and you cannot track/time stamp the initial notes when creating the contact without exiting and creating a new note with tracking.“

January 18, 2023

HL

Haba L

Content ManagerNewspapers, 2 - 10 employeesUsed the software for: 6-12 months.

“The integration with Outlook make Prophet CRM a useful tool in our business.“

March 9, 2024

CG

Christine G

Southeast Territory Sales ManagerFacilities Services, 11 - 50 employeesUsed the software for: 6-12 months.

“There are delays in searching up opportunities ( example: when you delete a prior search term, the system has to then pull up the whole book of opps each time.“

January 26, 2023

LC

Lorenzo C

ICT ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years.

“The software gives the right lead management, which increases business sales.“

March 26, 2024

PM

Peter M

Client Services ManagerConstruction, 11 - 50 employeesUsed the software for: More than 2 years.

“Often glitches and creates duplicate Company and Contact entries.“

January 23, 2023

RW

Ryan W

Associate BrokerInsurance, 501 - 1,000 employeesUsed the software for: 1-2 years.

“The ability to track sales and possible new business throughout our company makes it easy to stay up to date with what is going on.“

January 30, 2023

PV

Pete V

Commercial Accounts ManagerStaffing and Recruiting, 11 - 50 employeesUsed the software for: More than 2 years.

“Unable to search content of the documents attached to the contact records“

January 17, 2023

## Showing most helpful reviews

Showing 1-25 of 138 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Randy D.  
  
  
Used the software for: Less than 6 months

### "Rating Prophet"

April 27, 2016

4.0

In a small company of fewer than 25 people, we don't have a lot of salespeople. Prophet helps us manage a large base of prospective clients with only a few salespeople. Prophet also helps management track the activities of the sales force and to see who is performing.

Pros

The biggest feature of Prophet for me is its seamless interaction with Microsoft Outlook.

Cons

Prophet can sometimes be slow to populate opportunities when you have a large number of them. In my case almost 3000 opportunities.

Review Source

HR

Heidi R.  
Accounting  
Building Materials  
Used the software for: 1-2 years

### "Pro and Cons "

November 7, 2024

4.0

Our office has used some form of Prophet since I started in 2012. I'm not sure how long before that.

Pros

The ease if moving from one screen to the next

Cons

Double checking the entry dates depending on which screen you are one. You need to make sure you change the date only once in cash receipts while you're making entries. Misc. Cash defaults to the current date after each entry.

Review Source

VR

Verified Reviewer  
Senior Development Director  
Events Services  
Used the software for: 1-2 years

### "Feels antiquated in both functionality and aesthetics"

July 3, 2018

3.0

Pros

Avidian Prophet is a CRM software that is installed into your Microsoft Outlook program. If you do not have Microsoft Outlook, you cannot use this software. You also must be running the most recent version of Outlook. Since it runs inside of Outlook, there is no need to open any additional software or browser tabs to use this software. Pricing-wise, as far as CRM systems go, Prophet seems reasonable. Their customer service is also great, as any time I've had an issue, I've received a reply within just a few hours, tops. In addition, it does a great job at allowing our sales team and sales managers to see what clients need attention, and what verticals we should be focusing our efforts on, based on real data collected by Prophet. It uses the connection to your emails as well as 3rd party software (such as Constant Contact, Mailchimp, etc) to analyze client interaction with your marketing efforts.

Cons

Prophet requires the most up-to-date version of Microsoft Outlook to run, so there are additional software costs to consider in addition to the costs of Prophet. You must also have the most recent Microsoft Windows operating system. If you are a Mac user, you will either have to run Bootcamp with a copy of Windows, or will have to use software such as Parallels. Again, increasing the cost of using Prophet because so many other programs/things are needed. It also seems to have some performance issues, and seems to lag computers down quite a bit. The software itself is not very easy to use and required quite a bit of training for me to be able to use it, and I had to consult my detailed notes regularly to use the software correctly. Also, it is just plain ugly.

Review Source

JR

Julie R.  
Admin Supervisor  
Machinery  
Used the software for: 2+ years

### "What I like about Prohpet CRM "

January 24, 2023

4.0

The customer service team, \[sensitive content hidden\] has made the over experience with Prophet amazing. He took the time to explain how to use each feature, clean up our contacts and continues to provide support. The software is very easy to learn and teach other managers in our company.

Pros

I find that when our sales team uses the software correctly, we are able to assist with follow up on leads, communications and appointment reminders. The customer service is beyond amazing for any assistance.

Cons

I do think the one negative is the interaction with outlook and causing very infrequently slow issues.

Alternatives considered

[Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/)

Reason for choosing Avid CRM

Cost, ease of use

Review Source

RH

Rachel H.  
Sales Engineer  
Mechanical or Industrial Engineering  
Used the software for: 2+ years

### "It's pretty good."

January 30, 2023

4.0

It works. It's slow on the refreshing, but it works.

Pros

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.

Cons

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).

Review Source

HL

Haba L.  
Content Manager  
Newspapers  
Used the software for: 6-12 months

### "Good and easy to use CRM"

March 9, 2024

5.0

Pros

The integration with Outlook make Prophet CRM a useful tool in our business. It was easy to setup and integrate with our already in use outlook accounts. My team learned to use it very fast due its intuitive design.

Cons

I would lie if I say I have Cons for Prophet CRM. Any issue was rapidly resolve with the Support Team with updates.

Alternatives considered

[Neon CRM](https://www.capterra.com/p/102088/NeonCRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Review Source

LC

Lorenzo C.  
ICT Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Effective CRM Solution for Business"

March 26, 2024

5.0

Prophet CRM is the program that helps manage customer relations, and it increases business sales.

Pros

The software gives the right lead management, which increases business sales.

Cons

The support of CRM solution from this program faces no fault, and this gives us a dependable communication.

Review Source

DS

Dave S.  
SVP  
Mining & Metals  
Used the software for: 2+ years

### "Prophet helps make us PROFIT."

January 23, 2023

4.0

It has been a great tool for us to establish target accounts and target markets with the touch of a button.

Pros

Daily upkeep of contact information and account details.

Cons

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

Reason for choosing Avid CRM

Not sure, but I'm glad we did.

Review Source

VR

Verified Reviewer  
Inside Sales Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Prophet CRM brings out the Best in Outlook"

October 4, 2019

5.0

Overall excellent with ready support!

Pros

Easy integration with Outlook. Intuitive data entry and reminders. Easy for everybody to see what's going on in their areas.

Cons

Really needs Windows 10 to operate Best. bogs down with Windows 7. Reports can be difficult to program for transfer to company systems.

Alternatives considered

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Spiro](https://www.capterra.com/p/167974/Spiro/)

Reason for choosing Avid CRM

economics, support

Review Source

Response from Avidian Technologies

October 7, 2019

Thanks for taking the time to post a review! I'm happy to read that Prophet is adding value to your company.

VR

Verified Reviewer  
Landscape Management Estimator  
Environmental Services  
Used the software for: 1-2 years

### "Prophet"

January 23, 2023

5.0

Pros

Ability to track progress on past and present leads and print report

Cons

Auto population on contacts when a client is selected.

Review Source

AE

Alana E.  
Area Manager Western Canada  
Construction  
Used the software for: 2+ years

### "Easy to use- effective"

January 17, 2023

3.0

We use it everyday as a team, overall I am happy with the program and do not want the company to change our CRM system.

Pros

Easy to use, can populate into excel spreadsheets. Efficient. good value, support has been great.

Cons

It tends to crash Outlook. It's back-end system is finicky and errors out... can be unstable.

Review Source

KB

Kyle B.  
Vice President  
Logistics and Supply Chain  
Used the software for: 2+ years

### "SPL Review"

January 17, 2023

4.0

We have used the product for almost 10 years, and it has met all of our requirements.

Pros

I appreciated how nimble the product is and allowed for us to customize it for our specific usage.

Cons

We do not have any complaints about this product.

Reason for choosing Avid CRM

ease of use

Review Source

KC

Kyle C.  
Sales Specialist  
Veterinary  
Used the software for: 2+ years

### "Sales"

January 31, 2023

3.0

Its what we have.....

Pros

It has all the clinics we physically put there.

Cons

Very hard to navigate and create leads. It doesn't have a pop-up for new leads or reminders for leads. Very difficult to create a quote.

Review Source

AW

Ann W.  
Owner  
Printing  
Used the software for: 2+ years

### "Ease to use. Customer support and training after the sale is top notch."

January 23, 2023

5.0

Have no issues and freak out if the progarm should be down which is rare.

Pros

Being able to see sales history for each client

Cons

Some line items could not be customized. Other than that one item - I have emjoyed every other aspect

Review Source

TS

Thomas S.  
Sales Manager  
Machinery  
Used the software for: 6-12 months

### "Prophet CRM User"

January 17, 2023

5.0

Much more effective user interface than other CRMs. Flexible. To the point.

Pros

Integrates with MS Outlook. The saved views feature is great. The filtering is great. Linking emails to opportunities is good. Has a phone app.

Cons

'Rows" defaults to 100. Should show all. Some info is hard to find without instruction. Should have a smart Google maps feature integrated to a travel planner that sets most efficient meeting times within a sales trip.

Review Source

SM

Socrates M.  
Account Manager  
Logistics and Supply Chain  
Used the software for: 1-2 years

### "Overall great but not for everyone"

January 12, 2019

4.0

Overall this is great but if you're organization uses Macs then maybe this isn't for you.

Pros

It is very easy to use and price-wise, it's cost efficient. Links to Outlook very well and scans other applications like MailChimp within your MS Outlook program to assist in future marketing opportunities. Customer service is also great - very quick to respond.

Cons

In order for it to run properly, you must be running the most recent version of MS Outlook. If you use Mac computers then you're going to have a headache working around to get Outlook to run on your system and use this program with ease.

Review Source

KF

Keith F.  
Regional Manager  
Media Production  
Used the software for: 2+ years

### "Prophet CRM is ideal for my database and contact management purposes. "

January 24, 2023

4.0

Pros

It's very full featured. My main challenge is taking advantage of all it has to offer.

Cons

There are occasional glitches withing Outlook that require attention. That said, Prophet support is outstanding!

Review Source

JK

Jon K.  
Office Manager  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Using Prophet CRM for 5 years"

May 11, 2015

4.5

Pros

I like how there are several tabs to categorize your contacts and many areas to include in depth details about each contact. I also like how you can have multiple opportunities for different customers. Obviously, syncing the software with Microsoft Outlook has huge benefits. Being able to schedule tasks that go directly to your calendar allows for a great advantage for scheduling appointments and maintaining an organized schedule.

Cons

I'd like it to be easier to see if a co-worker is working with a customer or lead. I feel like you have to manually search through a list of companies to determine if they've already been entered into the software as a contact. If there was a search bar or a way of searching cities or states that contacts are based out of, it might help minimize the time it takes to verify if someone is already doing business with a company.

Review Source

SV

Steve V.  
Sales Engineer  
Construction  
Used the software for: 1-2 years

### "User review"

October 19, 2019

5.0

Good.

Pros

The software has many, many options to use as you would like.

Cons

Running reports is cumbersome. I'd like to set up reports that I can run for specific customers but I cannot figure out how to make those happen. I'd also like to set up an appointment on my calendar rather than a "task". The buttom for for follow up will only put a task on my calendar, not a specific date.

Review Source

AC

Alex C.  
Director of Marketing  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Gets The Job Done, Crashes A lot, Customer Experience Was Very Bad"

June 3, 2016

3.0

Pros

Integrates into Outlook very well. I liked being able to connect the company and the people involved with the project. I created multiple departments that all have their own custom tabs so people can keep track of the information they need. Customizing the views is nice to get a quick glance of what you are working on and it exports to excel.

Cons

Outlook crashes a lot. We have new machines with Outlook 2013 and everyone in the office is having trouble. There is also no dynamic ability to move the project through any stages. You can't exclude null or not null values in the views which forced me to add more fields and make everything more complicated so projects didn't show up or would move off people's views once they were done with their portion. If you plan to host on premise there is still a lot of development work that needs to be done to get things working smoothly. They don't use their own software for the analytics tab and need to fully understand the limitations before signing contracts.

Review Source

LC

Liesl C.  
Sales Rep  
Packaging and Containers  
Used the software for: Less than 6 months

### "Prophet Mobile App"

January 23, 2023

5.0

So far i'm enjoying using it, it keeps track of all my progress with individual customers

Pros

I prefer to use the Prophet Mobile App - i personally feel that it is a lot more user friendly than the desktop.

Cons

The desktop use of prophet is a lot more involved and difficult, not very easy to navigate.

Review Source

RC

Rick C.  
Gen Mgr  
Oil & Energy  
Used the software for: 6-12 months

### "CRM Capability and Value"

January 17, 2023

3.0

specifying sales opportunities by tiers, importance, value and timing.

Pros

Tracking sales and opportunities. Giving everyone needed the information so all would see the same thing.

Cons

Cumbersome to find and input all values wanted

Review Source

BC

Brian C.  
Sales  
Oil & Energy  
Used the software for: Less than 6 months

### "PCI New"

January 26, 2023

4.0

Overall good, but it is still early for me, about 1 month

Pros

The software is relatively easy to learn

Cons

Prefer if Opportunities would appear without having to do a search when looking at Company or Contact records

Review Source

AB

Alex B.  
Sales Boss Guy  
Automotive  
Used the software for: 6-12 months

### "Great Software, Great Value"

October 4, 2019

4.0

Pros

Keeps me on task, nothing slips through the cracks

Cons

Get a more user friendly mobile interface and I would use it more.

Review Source

Response from Avidian Technologies

October 7, 2019

Thanks for taking the time to post a review!

BN

Bill N.  
Principal & Managing Director  
Real Estate  
Used the software for: 2+ years

### "I have used Prophet for approximately 4 years"

March 11, 2016

4.0

Pros

I like the fact that Prophet works inside of Outlook. I have tried other CRM's that "work with" Outlook and have always found them to be clunky and to not interact with Outlook as well as they claim. I have found the people at Avidian to be very responsive to calls and emails.

Cons

no huge problems. There are a few things they could tweak to make Prophet even better.

Review Source

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