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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Prophix

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Prophix One, a Financial Performance Platform, is used to improve the speed and accuracy of decision-making within a harmonized user experience. To reduce complexity and uncertainty, the software offers automated insights and planning, budgeting, forecasting, reporting, and consolidation functionalities.N/A

    Salesmate

    Score10 out of 10
    Mid-Size Companies (51-1,000 employees)
    Salesmate is a single platform that helps create personalized experiences across marketing, sales, and service touchpoints across all channels – email, text, chat, web, calls, and eCommerce. It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships. It replaces many disjointed systems to save users time and money. Salesmate offers businesses: …

    $29

    per month per user

    Pricing
    ProphixSalesmate
    Editions & Modules
    No answers on this topic
    Basic
    $29
    per month per user
    Pro
    $49
    per month per user
    Business
    $79
    per month per user
    Enterprise
    Custom
    Offerings
    Pricing Offerings
    ProphixSalesmate
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional Details—We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits
    More Pricing Information
    Community Pulse
    ProphixSalesmate
    Considered Both Products
    Prophix Software
    No answer on this topic
    Rapidops, Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    97%
    Would buy again
    201 Answers
    100%
    Would buy again
    48 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    161 Answers
    100%
    Delivers good value for the price
    46 Answers
    Happy with the feature set
    98%
    Happy with the feature set
    204 Answers
    98%
    Happy with the feature set
    47 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    129 Answers
    100%
    Lived up to sales and marketing promises
    44 Answers
    Implementation went as expected
    81%
    Implementation went as expected
    119 Answers
    98%
    Implementation went as expected
    43 Answers
    Features
    ProphixSalesmate
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Prophix and Salesmate
    Feature
    Prophix
    8.4
    66 Ratings
    11% above category average
    Salesmate
    -
    Ratings
    Pixel Perfect reports8.628 Ratings00 Ratings
    Customizable dashboards8.359 Ratings00 Ratings
    Report Formatting Templates8.362 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Prophix and Salesmate
    Feature
    Prophix
    8.4
    183 Ratings
    8% above category average
    Salesmate
    -
    Ratings
    Drill-down analysis8.8180 Ratings00 Ratings
    Formatting capabilities7.6174 Ratings00 Ratings
    Report sharing and collaboration8.8166 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Prophix and Salesmate
    Feature
    Prophix
    8.6
    162 Ratings
    8% above category average
    Salesmate
    -
    Ratings
    Publish to PDF8.8153 Ratings00 Ratings
    Report Versioning8.4122 Ratings00 Ratings
    Report Delivery Scheduling8.6139 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Prophix and Salesmate
    Feature
    Prophix
    8.3
    72 Ratings
    12% above category average
    Salesmate
    -
    Ratings
    Predictive Analytics8.372 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Prophix and Salesmate
    Feature
    Prophix
    8.8
    172 Ratings
    5% above category average
    Salesmate
    -
    Ratings
    Multi-User Support (named login)8.7163 Ratings00 Ratings
    Role-Based Security Model8.6164 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.8169 Ratings00 Ratings
    Report-Level Access Control8.9110 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Prophix and Salesmate
    Feature
    Prophix
    9.1
    84 Ratings
    21% above category average
    Salesmate
    -
    Ratings
    Responsive Design for Web Access9.184 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Prophix and Salesmate
    Feature
    Prophix
    8.4
    298 Ratings
    4% above category average
    Salesmate
    -
    Ratings
    Long-term financial planning8.5249 Ratings00 Ratings
    Financial budgeting8.7284 Ratings00 Ratings
    Forecasting8.3266 Ratings00 Ratings
    Scenario modeling8.0220 Ratings00 Ratings
    Management reporting8.3277 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Prophix and Salesmate
    Feature
    Prophix
    8.7
    224 Ratings
    11% above category average
    Salesmate
    -
    Ratings
    Financial data consolidation8.8184 Ratings00 Ratings
    Journal entries and reports8.7119 Ratings00 Ratings
    Multi-currency management8.894 Ratings00 Ratings
    Intercompany Eliminations8.5113 Ratings00 Ratings
    Minority Ownership8.650 Ratings00 Ratings
    Local and consolidated reporting9.1155 Ratings00 Ratings
    Detailed Audit Trails8.5142 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Prophix and Salesmate
    Feature
    Prophix
    9.0
    270 Ratings
    10% above category average
    Salesmate
    -
    Ratings
    Financial Statement Reporting9.0251 Ratings00 Ratings
    Management Reporting9.1259 Ratings00 Ratings
    Excel-based Reporting8.7233 Ratings00 Ratings
    Automated board and financial reporting8.6207 Ratings00 Ratings
    XBRL support for regulatory filing9.524 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Prophix and Salesmate
    Feature
    Prophix
    8.3
    244 Ratings
    10% above category average
    Salesmate
    -
    Ratings
    Personalized dashboards8.2228 Ratings00 Ratings
    Color-coded scorecards8.5162 Ratings00 Ratings
    KPIs8.0178 Ratings00 Ratings
    Cost and profitability analysis8.3172 Ratings00 Ratings
    Key Performance Indicator setting8.5147 Ratings00 Ratings
    Benchmarking with external data8.4106 Ratings00 Ratings
    Integration
    Comparison of Integration features of Prophix and Salesmate
    Feature
    Prophix
    8.5
    263 Ratings
    5% above category average
    Salesmate
    -
    Ratings
    Flat file integration8.6212 Ratings00 Ratings
    Excel data integration8.5228 Ratings00 Ratings
    Direct links to 3rd-party data sources8.4202 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.5
    49 Ratings
    19% above category average
    Customer data management / contact management00 Ratings8.648 Ratings
    Workflow management00 Ratings9.548 Ratings
    Territory management00 Ratings9.09 Ratings
    Opportunity management00 Ratings10.044 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings10.048 Ratings
    Contract management00 Ratings10.031 Ratings
    Quote & order management00 Ratings9.029 Ratings
    Interaction tracking00 Ratings9.542 Ratings
    Channel / partner relationship management00 Ratings10.032 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.7
    22 Ratings
    23% above category average
    Case management00 Ratings9.520 Ratings
    Call center management00 Ratings10.021 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    10.0
    47 Ratings
    26% above category average
    Lead management00 Ratings10.046 Ratings
    Email marketing00 Ratings10.045 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.7
    44 Ratings
    23% above category average
    Task management00 Ratings9.544 Ratings
    Reporting00 Ratings10.040 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.0
    46 Ratings
    16% above category average
    Forecasting00 Ratings8.033 Ratings
    Pipeline visualization00 Ratings9.546 Ratings
    Customizable reports00 Ratings9.540 Ratings
    Customization
    Comparison of Customization features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.1
    48 Ratings
    17% above category average
    Custom fields00 Ratings9.047 Ratings
    Custom objects00 Ratings9.536 Ratings
    Scripting environment00 Ratings8.524 Ratings
    API for custom integration00 Ratings9.530 Ratings
    Security
    Comparison of Security features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.7
    44 Ratings
    14% above category average
    Single sign-on capability00 Ratings9.537 Ratings
    Role-based user permissions00 Ratings10.042 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    9.0
    38 Ratings
    18% above category average
    Marketing automation00 Ratings9.038 Ratings
    Platform
    Comparison of Platform features of Prophix and Salesmate
    Feature
    Prophix
    -
    Ratings
    Salesmate
    10.0
    45 Ratings
    27% above category average
    Mobile access00 Ratings10.045 Ratings
    Best Alternatives
    ProphixSalesmate
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ProphixSalesmate
    Likelihood to Recommend
    8.5
    (321 ratings)
    10.0
    (49 ratings)
    Likelihood to Renew
    10.0
    (16 ratings)
    9.1
    (2 ratings)
    Usability
    8.3
    (140 ratings)
    10.0
    (48 ratings)
    Availability
    9.4
    (31 ratings)
    -
    (0 ratings)
    Performance
    8.8
    (30 ratings)
    -
    (0 ratings)
    Support Rating
    8.0
    (123 ratings)
    10.0
    (43 ratings)
    In-Person Training
    8.1
    (12 ratings)
    -
    (0 ratings)
    Online Training
    8.2
    (15 ratings)
    -
    (0 ratings)
    Implementation Rating
    4.0
    (20 ratings)
    9.1
    (1 ratings)
    Configurability
    9.0
    (11 ratings)
    -
    (0 ratings)
    Ease of integration
    8.0
    (31 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (28 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.5
    (25 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    7.9
    (22 ratings)
    -
    (0 ratings)
    User Testimonials
    ProphixSalesmate
    Likelihood to Recommend
    Prophix Software
    Prophix is best suited if you have a very extensive budgeting process that currently relies on multiple Excel spreadsheets. It is also great if you have on-prem tools that may no longer be supported for reporting. It may not be appropriate if you require an unlimited number of mid-tier users, as it can be very expensive annually. It's definitely not a cheap tool, but the cost can at least be optimized based on users' use cases. In both organizations I've worked for that use it, cost has been mentioned.
    Incentivized
    Read full review
    Rapidops, Inc.
    Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.
    Read full review
    Pros
    Prophix Software
    • Reporting - single report that can be opened by multiple users, each will see only aspect specific to them based on their security access.
    • Budgeting - workflow driven budget data collection, visibility of its current status, ability to take action to ensure timely completion. Ability to snapshot budget data at a point in time. Ability to perform what-if scenarios.
    • Forecasting - as above with added benefit of either reusing budget level of grain or forecasting at high level.
    • Granular planning - ability to create unlimited number of subsidiary models to assist with the planning process. Non-financial data collected during budget/forecast process help with operation planning and variance analysis.
    Incentivized
    Read full review
    Rapidops, Inc.
    • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
    • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
    • Integration with other apps is good; I use QuickBooks and DocuSign.
    • Customer service is very good.
    Read full review
    Cons
    Prophix Software
    • Ability to filter report views for report binder without creating duplicate reports.
    • More extensive documentation and examples in the ProCalc library.
    • More ProCalc functions that deal with the time dimension and allow functions that can utilize the system date. So if it is day 8 of the month.
    • Ability to save company color scheme for use in reporting.
    • Would like to create a link between the account dimension and another dimension so I can easily report on account properties. For example, an account property could be columns in a report.
    • Would like to see the ability to have a report view on a dashboard. The tables are poorly formatted, and I’d like more formatting ability.
    Incentivized
    Read full review
    Rapidops, Inc.
    • The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
    • The dashboard button is pointless if it still makes you choose between legacy or classic.
    Read full review
    Likelihood to Renew
    Prophix Software
    The system works well for us, and meets all of our needs. All of our future plans can and will be achieved within Prophix, so there is no need to pursue another product. Prophix has continuously proven to improve their product over the years, which provides an even higher level of confidence in this tool, and future developments
    Read full review
    Rapidops, Inc.
    Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
    Incentivized
    Read full review
    Usability
    Prophix Software
    I don't rate anybody a 10 because I believe there's always room for improvement, so I'll go with an 8. And I'm giving 8 because it has helped us do more than we were doing before, and I believe there's still room for improvement.
    Incentivized
    Read full review
    Rapidops, Inc.
    It's so easy, and the support is top notch and I love Salesmate. Seriously the best CRM on the market right now, which I was able to customize exactly the way I needed to, with their support with me every step of the way. I will be working with SalesMate for a long time if not forever.
    Read full review
    Reliability and Availability
    Prophix Software
    There have been very few times that Prophix has not been available and we have been informed ahead of time. The only issue that we have is when we update cubes or import information and run processes during working hours which stops access for a short period of time but this is more about our processes than Prophix.
    Incentivized
    Read full review
    Rapidops, Inc.
    No answers on this topic
    Performance
    Prophix Software
    Prophix has always performed consistently. We are using on-premise so many factors can contribute to slower than desired performance, most having nothing to do with Prophix itself. If we move to the web-client cloud based solution I believe performance will even be better.
    Incentivized
    Read full review
    Rapidops, Inc.
    No answers on this topic
    Support Rating
    Prophix Software
    We’ve gotten moved around a lot and so we don’t always know our pod people. Also when we book sessions with a random person it seems like we have to take the first 15-20 minutes explaining our system and process.
    Incentivized
    Read full review
    Rapidops, Inc.
    The support team at Salesmate is top-notch. They provide live chat support within the platform and answer typically in under a minute. They are always incredibly quick to respond to questions and provide insightful information. Getting started on the platform is easy as you always have support nearby.
    Read full review
    In-Person Training
    Prophix Software
    Training is essential for this software to be successful for any company. We unfortunately had a bad implementation and training manager so I can say with confidence that if we had the CSM we have now - we would be light years ahead of our knowledge of the system. I highly suggest taking all training opportunities and not rushing the implementation training
    Incentivized
    Read full review
    Rapidops, Inc.
    No answers on this topic
    Online Training
    Prophix Software
    We used our system and created a test cube to work with our own data. We ran through the different functions of Prophix and covered alot of material. We did two sessions a week, with homework tasks assigned. We were able to ask questions and cover any questions during the followup sessions.
    Incentivized
    Read full review
    Rapidops, Inc.
    No answers on this topic
    Implementation Rating
    Prophix Software
    Prophix Consulting should bring, in house, chargeable expertise in Oracle EBS table access for Drill Across and provide reasonable limits on dimension member combinations so there are no unreasonable expectations about the application of multi dimensional cubes to detail, such as revenue by product and customer.
    Incentivized
    Read full review
    Rapidops, Inc.
    No - All very straightforward and simple.
    Read full review
    Alternatives Considered
    Prophix Software
    Prophix is so much easier to use that other platforms or products. It can be customized so much easier than other larger, more expensive products. I work for a small university where we have a small finance team and Prophix allows us to tailor reporting to emerging needs in real time without having to reconfigure clunky systems with expensive modifications
    Incentivized
    Read full review
    Rapidops, Inc.
    Very similar in overall layout and user experience...but the features blow these others out of the water. Where alternative solutions had features either lacking or as an upgrade (ie having to spend an extra $10-$30/month/user) Salesmate has these features out-of-the-box
    Read full review
    Scalability
    Prophix Software
    Prophix is a capable tool of growing with an organization and the uses for different items in the software. Our organization was able to scale the product to lots of different end users and the needs of the departments. There are plenty of updates and features to grow and bring in new data.
    Incentivized
    Read full review
    Rapidops, Inc.
    No answers on this topic
    Return on Investment
    Prophix Software
    • Prophix has made it possible to move away from some Excel reporting we were doing, which allows for 50% quicker reporting on a monthly basis.
    • Although it has saved us time, an improved PowerPoint feature that automatically updates our decks would save an additional 75% on top of what we already do.
    • Our Board Reporting has improved by 10 hours by moving our reports fully into Prophix.
    Read full review
    Rapidops, Inc.
    • It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
    • It does a whole load of outreach for me. It's seamless.
    • I get a lot more responses from people in my pipeline - especially using SMS to follow up.
    Read full review
    ScreenShots

    Prophix Screenshots

    Screenshot of Prophix One Portal: One single point of entry into Prophix One through its portal simplifies access and authentication but also allows seamless movement between applications.Screenshot of Chart Insights, one of the AI Insights capabilities that utilizes Artificial Intelligence and Natural Language Processing to provide enhanced business awareness.  Chart Insights extends the important details contained within dashboards, and analyzes the complete dataset behind the dashboard, automatically surfacing the data relationships not obvious in dashboard visualizations alone. It then provides a summary of key performance metrics found buried within Prophix charts.  It also summarizes the important insights in plain English.Screenshot of Prophix One Financial Planning & Analysis: Prophix's self-serve dashboards and visualizations are directly integrated with data, workflow tasks, announcements, and external URLs and databases. Dashboard Studio helps users to be informed and make better business decisions.Screenshot of Detailed interactive charts and graphs that Prophix offers to uncover insights. Prophix’s visual analytics are linked directly to data with transaction details.  There is no need to input the numbers.  Prophix does this tedious work, automatically.Screenshot of Prophix’s Workflow Manager, used to assign tasks to users and facilitate approvals across the business.  Stakeholder input can be captured directly with the ability to add comments and notes in a single unified database.Screenshot of Cell Comments, that allow users to add supporting details like notes and attachments to data.  Since comments are stored with the data, they can be viewed in any template along with their trailing history. Cell Comment Reports can also be generated to show all comments from any data view in one convenient report.

    Salesmate Screenshots

    Screenshot of Track your deals through a sales pipeline. Close more deals by staying focused and organized.Screenshot of With our mobile applications, your reps can enjoy using Salesmate on the road.Screenshot of Workflow automation can automate touchpoints, outreach, and more. Keep your team focused on what they need to do without having them to complete manual tasks.Screenshot of Understand your sales team's productivity. We have reports that will show your top and lowest performers. This will give management actionable insights to help the team perform better.Screenshot of Built-in calling and texting makes Salesmate a turnkey solution to onboard any new sales rep in your office or remote.