Use your phone and tablet as an extension of Prophet CRM
Store, create, and edit Prophet CRM data on Android, iPhone, iPad, Windows Phone, and BlackBerry. Create activities with contacts, complete tasks, and follow up Opportunity Next Steps.
- Contacts, companies, activities, tasks, opportunity next steps
- Intuitive and fast because Prophet data is stored on your device
- Record notes after phone calls; sync back to Prophet
- Click here for a detailed guide
Prophet CRM on your phone and tablet
Prophet CRM is an award-winning product that adds CRM functionality to Microsoft Outlook. How much would you benefit by having this data on your phone and tablet as well? What if you could call your clients and log notes, schedule meetings, follow up on opportunities, and have any changes you make automatically update Prophet CRM?
CompanionLink integrates Prophet CRM with the latest Android, iPhone, iPad, Windows Phone, and BlackBerry devices. Our software installs on your PC and sends Prophet data to our free DejaOffice CRM moble app on your device. Prophet data is stored on your device and works intuitively with key features like Caller ID, email, maps, and text messaging.
The combination of Prophet CRM, CompanionLink, and our DejaOffice app gives you a mobile CRM suite that lets you manage your business from the palm of your hand.
Prophet CRM data we support
- Contacts Manager
- Names, addresses, phone numbers, email addresses
- Contact categories
- Contact notes
- Birthdays
- Contact photos
- Company Manager
- Company names sync to DejaOffice
- Create or edit Companies in either DejaOffice or Prophet CRM
- Appointments and Activities
- All appointment details
- Appointment categories
- Recurring and all-day appointments
- Alarms/reminders
- Busy/free flags
- Accepted meeting invites (with list of attendees)
- Tasks
- Task priorities
- Recurring tasks
- Due dates
- Complete tasks on your mobile
- Opportunity Next Steps
- Next steps that you create for Opportunities in Outlook are synchronized to your Tasklist in DejaOffice
- Name of opportunity
- Priority
- Completed status
- Category
- Opportunity notes
- Reminders
- You can complete the Opportunity Next Step in DejaOffice and sync back to Prophet
- Categories
- Prophet CRM categories for Contats, Calendar, and Tasks sync to DejaOffice
Supported phones and tablets
- Android
- iPhone, iPad, and iPod touch
- Windows Phone
- BlackBerry 10
- BlackBerry Classic
Supported versions of Prophet CRM
- Prophet CRM 6
- Prophet CRM 5
Configuration
- Install CompanionLink for Outlook on your PC.
- Select your phone or tablet.
- Select DejaCloud, USB, or WiFi as your sync method.
- Select "Outlook" as your database.
