ProsperWorks REVIEW

CRM Software

3 user reviews
USER SATISFACTION 100%
OUR SCORE 9.2

What is ProsperWorks?

ProsperWorks is a professional online CRM platform for Google Apps users, designed with usability in the first plan. It won our Expert’s Choice Award for 2017 as well as the Great User Experience Award for the same year.

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.

Awards & Quality Certificates

ProsperWorks Position In Our Categories

Position of ProsperWorks in our main categories:

20

ProsperWorks is one of the top 20 CRM Software products

20

ProsperWorks is one of the top 20
CRM Software products


ProsperWorks is also listed in the following subcategories:

Category:Position:Category:Position:
Online CRM Software#11
Category:Position:
Online CRM Software#11

Every organization has different requirements and requires a system that can be customized for their size, kind of workers and clients, and the specific industry they are in. For these reasons, no software can provide perfect features out-of-the-box. When you look for a software app, first be sure what you want it for. Read some ProsperWorks reviews and ask yourself do you desire basic features or do you require advanced tools? Are there any industry-specific functionalities that you are looking for? Find the answers to these questions to help your search. There are multiple elements that you need to consider and these include your budget, specific business wants, your company size, integration requirements etc. Take your time, use a few free trials, and finally zero in on the platform that presents all that you need to improve your organization competence and productivity.

How Much Does ProsperWorks Cost?

ProsperWorks Pricing Plans:

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

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.

POSITIVE SOCIAL MENTIONS

7

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are ProsperWorks pricing details?

ProsperWorks Pricing Plans:

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

User reviews


User reviews in total: 3

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The most favorable review

Troy

2 months ago


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.

The least favorable review

Jackie

2 months ago


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.

Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 2 months ago
Verified
user
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...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
Prosperworks provides an integration with Google Apps and this is what I like most about this software. We are able to work with our


What do you think about this review? Great Poor

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