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ProsperWorks Review

ProsperWorks
Our score: 9.2 User satisfaction: 100%

What is ProsperWorks?

ProsperWorks is a professional online CRM platform for Google Apps users, designed with usability in the first plan.

The platform takes little to no time to improve interaction with your customers, and thus enhance the effects of your digital activity. From an agent’s perspective, ProsperWorks is exactly the comprehensive tool needed to automate core operations, and address the specific need for quality decisions each enterprise is struggling to fulfill. ProsperWorks will also respond to the expectations of creative teams, as it is one of the most innovative and hassle-free CRMs currently available on the market.

How does ProsperWorks improve relationship management? To start with, there is no training or complex installations the user should worry about. Gmail users will simply jump on the bandwagon and obtain full visibility of their data since day 1. From now on, users can rely on this integrated suite to drive sales in a better direction, as they can track leads and send emails, automate cumbersome tasks, get full visibility of their pipeline and activities of each team member, and, of course, make use of the system’s handy VoIP calling function. ProsperWorks is also a reasonable alternative for goal setting and forecast management, as it converts the sales bottlenecks of yesterday into clearly visible opportunities of today.

The system is completely cloud-hosted, and thus freed from any installation or maintenance concerns. Optimized for mobile usage, the ProsperWorks working suite will be available on all devices, not only connected to Google’s products, but also Ring, Slack, MailChimp, and Dropbox. Companies with large software ecosystem can also make use of dozens of Zapier integrations, or simply check the tool’s RESTful API to connect it to virtually any system.

Overview of ProsperWorks Benefits

How does ProsperWorks differ from other CRMs? The answer lies in the unique capacity to combine ease-of-use with powerful relationship management functions. Looking at its Gmail-reminiscent interface, ProsperWorks may not seem as the complex intelligence machine enterprises are struggling to get, but it takes to scratch an inch under the surface to discover a team’s best friend.

A comfortable system that works in harmony with your software

ProsperWorks works in perfect synergy with the tools you already use, in particular your G suite that covers more or less all of your communication. You can integrate it seamlessly with your Gmail account, Google Docs, Slides, Sheets, Inbox, and Calendar, and have contacts readily available in your new CRM database. The tool was even designed to resemble Gmail’s home screen, and hence takes no time to learn and understand.

G-suite integrations will help eliminate manual entry and dull mistakes, and make sure you’re following each and every lead that could add value to your business. At the same time, it makes your digital expression more credible and professional, and uses two-way PieSync to ensure your data is regularly updated. Thanks to Google Sheets, for example, it will be more than easy to pull out beautiful custom reports, and keep a close eye on how your team is progressing.

In-time and streamlined communication

With ProsperWorks, you can forget about typing and manual entries. All of your data is pre-populated in the system, and there is no risk of letting valuable leads slide through the cracks. Communication is centralized, and neatly arranged in customer profiles packed with information and conversations. You can automate tasks (send follow up emails after your meetings, assign opportunities to entity owners), send and track emails with ease, and make use of the system’s collaborative nature to keep the whole team involved in the process.

What is even better is that emails sent using ProsperWorks are in fact traceable emails, which helps users follow up their conversations, and receive automated alerts whenever a lead reads their message. At the same time, this helps you understand how productive your team is, as you know exactly who logged a phone call, or changed the status of a particular task.

Integrated VoIP functionality

True story – you can always rely on the standard landline to keep in touch with customers and partners, but how will such practice produce the insights needed to distinguish successful activities? ProsperWorks gives you a better solution, namely an integrated RingCentral VoIP suite to trigger quick-to-dial and call logging functions. Thanks to it, it will take no time to become more productive, or obtain a better view of your conversions and forecast more accurately.

Pipeline reporting

Regardless of the number of prospects you have to manage, ProsperWorks will be there to set up dedicated business pipelines, and customize sales in a way each customer would be comfortable with. There is no longer the need to maintain different teams to customize your workflows, as ProsperWorks comes with a powerful reporting suite that will help you understand the effects of each practice.

A 360-degree view of your business

Another reason to appreciate ProsperWorks is that it helps you fine tune your sales process, and use a variety of reports to capture opportunities or tackle inconvenient trends. You can set enough pipeline on each sales stage, involve and disposition leads upon need, and most importantly – understand where each lead is coming from. All important metrics such as pipeline status, lead funnel progress, or conversion rates will be displayed on a single dashboard, and there won’t be any need to combine and compare results from different summaries.

Accurate forecasting

ProsperWorks is often described as an actionable system, which is probably one of the best adjectives to attach to a CRM product. With it, you can set multiple targets and common goals for your team, coach the agents to success, and stay in control of your progress. This will also inspire your reps to improve their work, and you to reward the best of them comparing performance for different time periods.

Another important benefit is prioritization, thanks to which you can plan your meetings and events, distinguish urgent tasks, and most importantly – pay attention to hot leads right upon their arrival.

Unlimited connectivity

G-Suite integration is not as far as ProsperWorks integrations get. The system is enabled to work with Dropbox, MailChimp, Slack, and RingCentral, and also relies on Zapier to help you build the integrations you need. You will welcome the system despite of your complex software infrastructure, as it offers RESTful API for developers to connect it to just about every system out there.

Overview of ProsperWorks Features

  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Records
  • Custom Fields
  • MailChimp Integration
  • Email Open Tracking
  • Task Automation
  • Activity Reporting
  • API
  • Launch Training
  • Phone Support

What Problems Will ProsperWorks Solve?

1. Zero Data Entry: ProsperWorks eliminates data entry by scraping contact information and pre-populating it in ProsperWorks.

2. Works with the tools you’re already using: ProsperWorks fits right into Gmail so you can track activity, set meetings and follow up tasks right from your inbox.

3. Visibility into team productivity: See a real-time activity feed of everything your team is working on and how they are pacing towards goals.

ProsperWorks Position In Our Categories

Keeping in mind companies have distinctive business-related needs, it is reasonable they avoid preferring an all-in-one, “perfect” solution. Having said that, it would be futile to try to discover such a software system even among sought-after software products. The right step to do would be to make a list of the varied vital factors that merit investigation such as essential features, packages, technical skill aptitude of staff, organizational size, etc. Thereafter, you must conduct the product research through and through. Have a look at some of these ProsperWorks review articles and scrutinize each of the solutions in your shortlist in detail. Such comprehensive product investigation ensures you take out mismatched applications and choose the system which provides all the aspects your company requires for optimal results.

Position of ProsperWorks in our main categories:

TOP 20

ProsperWorks is one of the top 20 CRM Software products

TOP 10

ProsperWorks is one of the 10 Sales Software products

ProsperWorks is also listed in the following subcategories:

Each enterprise has its own characteristics, and may need a specific CRM Software solution that will be fit for their business size, type of clients and employees and even particular industry they cater to. You should not count on locating a perfect software that will be suitable for every business no matter what their background is. It may be a good idea to read a few ProsperWorks CRM Software reviews first and even then you should keep in mind what the solution is intended to do for your company and your employees. Do you need a simple and straightforward app with just basic features? Will you really use the advanced functionalities required by experts and big enterprises? Are there any specific features that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to find a reliable solution that will fit your budget.

How Much Does ProsperWorks Cost?

ProsperWorks Pricing Plans:

Free Trial

Basic Plan:

$19/month per user

Professional Plan:

$49/month per user

Business Plan:

$119/month per user

ProsperWorks offers 3 enterprise pricing plans for users to choose from. There is also a great 14 day free trial plan available if you want to examine the software more closely first. Take a look at the pricing details below and see which plan would best for your company:

Basic Plan: $19/month per user

  • Up to 5 Users
  • Google Integration
  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Up to 30,000 Records
  • Up to 5 Custom Fields
  •  2 GB Storage Space

Professional Plan: $49/month per user

  • Unlimited Number of Users
  • Google Integration
  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Up to 100,000 Records
  • Up to 25 Custom Fields
  • 200 GB Storage Space
  • MailChimp Integration
  • Email Open Tracking
  • Task Automation
  • Activity Reporting
  • API

Business Plan: $119/month per user

  • Unlimited Number of Users
  • Google Integration
  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Up to 500,000 Records
  • Up to 100 Custom Fields
  • 500 GB Storage Space
  • MailChimp Integration
  • Email Open Tracking
  • Task Automation
  • Activity Reporting
  • Launch Training
  • API
  • Phone Support
  • Custom Import

User Satisfaction

Positive Social Media Mentions 7
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ProsperWorks reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ProsperWorks. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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ProsperWorks Comparisons

ProsperWorks user reviews

I highly recommend ProsperWorks

Read full review >
Stephanie
4/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 06.10.2019 Company Size: More than 100 Employees Industry: Market Research

This CRM platform grows along with my business

Read full review >
Iris
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.09.2019 Company Size: 11-50 Employees Industry: Internet

This system helps us to organize all our work within marketing section

Read full review >
Paulette
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.09.2019 Company Size: 1-10 Employees Industry: Human Resources

This is one of the best CRM system because works great with Gmail and Google apps

Read full review >
Traci
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.10.2018 Company Size: 1-10 Employees Industry: Construction

ProsperWorks has great integration with Google Apps

Read full review >
Irving
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.10.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

What are ProsperWorks pricing details?

ProsperWorks Pricing Plans:

Free Trial

Basic Plan:

$19/month per user

Professional Plan:

$49/month per user

Business Plan:

$119/month per user

ProsperWorks offers 3 enterprise pricing plans for users to choose from. There is also a great 14 day free trial plan available if you want to examine the software more closely first. Take a look at the pricing details below and see which plan would best for your company:

Basic Plan: $19/month per user

  • Up to 5 Users
  • Google Integration
  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Up to 30,000 Records
  • Up to 5 Custom Fields
  •  2 GB Storage Space

Professional Plan: $49/month per user

  • Unlimited Number of Users
  • Google Integration
  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Up to 100,000 Records
  • Up to 25 Custom Fields
  • 200 GB Storage Space
  • MailChimp Integration
  • Email Open Tracking
  • Task Automation
  • Activity Reporting
  • API

Business Plan: $119/month per user

  • Unlimited Number of Users
  • Google Integration
  • Google Chrome Extension
  • Basic Integrations
  • Basic Reporting
  • Online Support
  • Sales Forecasting
  • Up to 500,000 Records
  • Up to 100 Custom Fields
  • 500 GB Storage Space
  • MailChimp Integration
  • Email Open Tracking
  • Task Automation
  • Activity Reporting
  • Launch Training
  • API
  • Phone Support
  • Custom Import

What integrations are available for ProsperWorks?

ProsperWorks offers integrations with the following business systems and applications:

  • Google Apps
  • Dropbox
  • QuickBooks
  • Xero
  • Zendesk
  • Zapier
  • MailChimp

ProsperWorks average rating:

Average score
5/5 (11 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Troy

PROS: I love the integration with Google Apps, it’s the best thing when it comes to this software. We have worked with other CRM systems as well, I can say they are all similar, but most of them didn’t provide us with some functionalities and we were often associated with emails. With Prosperworks addresses we are saving a lot of time, and we can focus more on our progress.

CONS: In my opinion, they need to improve their dashboard, calendar system, sales cycle elements (it would be great if there are steps on how to change items). I must say, the software lacks some options such as: opportunity value, client phone number and other. It gets messy when I want to check details of the items, like everything is messed up.

Reviewed 2 years ago

Read full review >

The least favorable review

Stephanie

PROS: I like that within ProsperWorks there are great integrations with Gmail accounts and Google Apps. We are able to manage our contacts, companies and opportunities. We can import contact with whole information from social media. The UI is great and it offers great sales pipelines configurations. We are able to switch between various pipelines.

CONS: I’d like to see features with VOIP services, click-to-dial feature and pop-up customer contact page on incoming calls.

Reviewed 5 months ago

Read full review >

More reviews from 11 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

I highly recommend ProsperWorks

Read full review >
Stephanie
4/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 06.10.2019 Company Size: More than 100 Employees Industry: Market Research

PROS: I like that within ProsperWorks there are great integrations with Gmail accounts and Google Apps. We are able to manage our contacts, companies and opportunities. We can import contact with whole information from social media. The UI is great and it offers great sales pipelines configurations. We are able to switch between various pipelines.

CONS: I’d like to see features with VOIP services, click-to-dial feature and pop-up customer contact page on incoming calls.

What do you think about this review? Great Poor

This CRM platform grows along with my business

Read full review >
Iris
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.09.2019 Company Size: 11-50 Employees Industry: Internet

PROS: ProsperWorks is intuitive, flexible and simple tool with great options for customization. You don’t have to spend lot of time in learning the program. I really like the integration with Google Apps. The API is strong and it can be used by everyone. The pipeline tools are intuitive and flexible.

CONS: I would say that I’d like to see some new features, but the truth is that the team behind this system constantly release new and new features and options.

What do you think about this review? Great Poor

This system helps us to organize all our work within marketing section

Read full review >
Paulette
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.09.2019 Company Size: 1-10 Employees Industry: Human Resources

PROS: I’ve tried other CRM tools before Prosperworks, but I prefer this one because of the integration with Google Apps. We managed to eliminate all duplicates. I often use the calendar feature because it helps me to put everything on the calendar and offers access to inside-out CRM tool. My email accounts are well integrated with our CRM.

CONS: The customer service doesn’t provide with the answers of our questions and misunderstandings. Lot of people ask similar questions but its customer support team doesn’t provide any solution or answers.

What do you think about this review? Great Poor

This is one of the best CRM system because works great with Gmail and Google apps

Read full review >
Traci
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.10.2018 Company Size: 1-10 Employees Industry: Construction

PROS: Prosper Works provides greatn integration with Google Apps and we are able to use all options with my Gmail account. Whenever I have conversation with a client through email I can click on its name and add the person as lead. I really like that I can do my work directly from Gmail and add new tasks on Google Calendar.

CONS: It lacks integration with Quickbooks.

What do you think about this review? Great Poor

ProsperWorks has great integration with Google Apps

Read full review >
Irving
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.10.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: Prosperworks provides an integration with Google Apps and this is what I like most about this software. We are able to work with our CRM software systems and they are all similar. Prosper works saves us lot of time especially when it comes to addresses, we can be more focused on our progress instead of wasting time on somthing that can be done automatically.

CONS: The dashboard, caledar system and sales cycle elements need improvement. They could even include guide on how to change items. Also, there are some options that could be included into the software such as: opportunity value, client phone number and other things. I feel like everything is messed up when trying to check the details.

What do you think about this review? Great Poor

This CRM System helps us to achieve all our business goals

Read full review >
Sabrina
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.09.2018 Company Size: 1-10 Employees Industry: Staffing and Recruiting

PROS: This is intuitive and straightforward system with great design. This is wonderful system for small-sized businesses, the paltform offers great interface and there is great integration with Google Apps, Google Chrome plugins and options to edit inline. Its support team is very responsive and helpful.

CONS: They make the dashboard more flexible and to include built-in email box, email tempaltes, activity stream and notifications .

What do you think about this review? Great Poor

It saves us lot time and it provides great integration with Google Apps

Read full review >
Teresa
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.05.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: I like the integration with Google Apps, and I like that we can work with CRM systems that are all similar. ProsperWorks saves us time and this means that we have more time to do things instead of spending lot of time on things that can be done automatically through ProsperWorks.

CONS: They could improve the dashboard, calendar system and some sales cycle elements. Also, they could include opportunity value and client phone number. When you try to check some details everything seemes messed up.

What do you think about this review? Great Poor

ProsperWorks is great CRM platform

Read full review >
Javier
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 15.04.2018 Company Size: 1-10 Employees Industry: Management Consulting

PROS: This CRM system works perfectly and the integration is highly useful and flexible because we can work from our Google Accounts. The UI is straightforward and intuitive one and there is huge amoun of information within. We are able to import contacts from Gmail and to search for specific contact.

CONS: I’d like to see Spanish version of the software.

What do you think about this review? Great Poor

ProsperWorks and integration with Google Apps, one of the best software today

Read full review >
Troy
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.04.2018 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: I love the integration with Google Apps, it’s the best thing when it comes to this software. We have worked with other CRM systems as well, I can say they are all similar, but most of them didn’t provide us with some functionalities and we were often associated with emails. With Prosperworks addresses we are saving a lot of time, and we can focus more on our progress.

CONS: In my opinion, they need to improve their dashboard, calendar system, sales cycle elements (it would be great if there are steps on how to change items). I must say, the software lacks some options such as: opportunity value, client phone number and other. It gets messy when I want to check details of the items, like everything is messed up.

What do you think about this review? Great Poor

ProsperWorks is great CRM platform

Read full review >
Jackie
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.01.2018 Company Size: 1-10 Employees Industry: Management Consulting

PROS: The CRM system works great and the integration is useful for us because we work from our Google accounts. Its interface is intuitive and straightforward, it provides huge amoun of information. We are able to import contacts directly from gmail. The tool helps us to search for all interactions with that specific contact.

CONS: It would be great if they could include Spanish version within the software.

What do you think about this review? Great Poor

The price is big but it is very helpful for us

Read full review >
Marcella
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.12.2017 Company Size: More than 100 Employees Industry: Financial Services

PROS: I like that it provides great integration with Google Apps, and its support team is quick to respond and they guide you step by step on how to use this system. The system is customizable and the pipeline feature is straightforward and robust. I like that they allowed us to try trial version and then to purchase the professional version. We asked for the integration with Mailchimp and we got it.

CONS: I’d like to see an integration with VOIP for auto-logged calls.

What do you think about this review? Great Poor
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Reviewed By Louie Andre
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