Powerful Automation

Prophet sales automation features make sales teams more efficient by reducing repetitive tasks and notifying sales when to follow-up.


Time Saving Automations

Prophet workflows automatically execute specified Outlook activities at designated sales stages, saving the time required to keep track of when to follow-up with a specific opportunity.

Workflows not only unburden teams from keeping track of many different follow-ups and nudges, but also prevent sales opportunities from slipping through the cracks. Sales teams never forget when and what to do next to close a sales opportunity.


“We had been using Sales Force to send emails and stay in contact with customers, but we really wanted something that would help us follow–up on the policies that we had already sold, too. Prophet was the perfect insurance CRM software for us. It completely allowed us to set up a folder for each customer, even with different policy numbers, and gave us to–do lists to follow up on each one. The customers were happier, we were losing fewer and fewer files and documents, and we sold an additional $53K in health insurance that first quarter, probably because our process immediately slimmed down so much. It worked so well that at least three other agencies in our area picked it up within a year.”

Bob Brister 
Senior Agent | California Property & Casualty, LLC

Group Email

Prophet enables sales and marketing teams to quickly send bulk email communications with custom or template messages. Simply select a set of opportunities, contacts, or companies to generate an email list in seconds. Each email is personalized and sent individually via Outlook, avoiding spam filters that typically block large email distribution lists.

Group Mail saves countless hours of work that would otherwise be required to export data into another email marketing system, or to manually email each contact. All Group Mail messages are automatically tracked in the appropriate Prophet Opportunity Record along with a data/time stamp the activity was performed for future reference.


Auto Forms

Prophet Auto-Forms enable sales teams to quickly create unique customer communications without having to copy and paste specific customer data into external documents.

The creation of custom emails, sales quotes, sales orders, order confirmations, and any other imaginable Outlook, Excel–based document can be achieved in seconds, right from the Prophet CRM system.