Streamline your data management process with the Mindbody + Prophet CRM integration

Mindbody is business management software targeting Health and Wellness companies to help them effectively manage their marketing and business operations. It helps in automating business tasks, including payment collection, confirmations, rescheduling, and payroll processing. Software’s easy-to-use and effective marketing tools allow organizations to stay in touch with their customers and integrate promotions at the point of sale. The marketing tools allow creating custom gift cards and starting promotions and loyalty programs. Clients can conveniently book their next appointment through the website or the Android & iOS app.

Mindbody helps businesses grow by providing them with the necessary tools to effectively manage their resources and automate their business tasks. Clients get to book their appointments as per their convenience using a device of their choice, while their visit history and payment details are stored in a single and easy-to-manage profile. You can link the schedule directly to the website as well as a Facebook page. Different filters like by name, by service, by staff member etc. make sorting the entire schedule easier.

Mindbody can take the customer experience to another level and make it easier for users to manage their appointments right from their phones, but this is no all because with Mindbody you can also managing staff resources more accessible, thanks to organizational features that help organize the team’s work, and schedule employee’s work in a single, easy to manage the place. Payroll can also be processed quickly and without any hassle. A huge plus, Mindbody offers Android and iOS apps.

Prophet CRM is a Customer Relationships Management system for Outlook, provided by Avidian. Its integration with Outlook is different respect to other CRMs integrations. It’s not a standard integration, because Prophet is literally embedded into Microsoft Outlook. The advantage of this kind of integration, is that Prophet extends the Outlook’s functionalities, turning it into a complete CRM solution, avoiding inconveniences such as duplicated users, extra-costs and continual syncing.

Prophet CRM is designed for sales teams and provides tools and features for this purpose, such as customizable dashboard, sales pipeline management, detailed insights, automation and workflows. All the activities are tracked with Prophet CRM, including email messages, calendar events, meetings and tasks. And if you want to send targeted email messages to your subscribers, just create “groups” and send the right message to each one in a bulk way.

Thanks to its automation features, you can save a lot of time reducing repetitive tasks. In fact you can automate welcome emails, follow ups, generic tasks, alert notifications and satisfaction surveys. The robust reporting system is able to merge data from Outlook and other sources, providing visual reports to easily understand what’s happening in the sales cycle, including performances and forecasts. Prophet integrate with Microsoft Office, Dropbox, Go To Webinar and other CRM solutions such as Microsoft Dynamics, HubSpot, Marketo, Salesforce and Silverpop.