ProsperWorks CRM Software


 

ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate.

The ProsperWorks solution includes email integration, opportunity management and lead tracking among its features. Customer data is saved automatically, and the system independently searches online to find relevant data. Every file that is sent via email is immediately stored in a contact’s portfolio, and the system profiles each interaction so users know how recently they have contacted each customer.

Past and future calendar events, such as meetings and calls, are logged within the program, and the software also suggests possible contacts to make based on previous correspondence. Through the program’s email integration, tasks are visible in Gmail, and the opportunity management feature allows users to visualize and manage their sales pipelines with drag-and-drop functionality.

 

ProsperWorks CRM - Native mobile apps
 
  • ProsperWorks CRM - Native mobile apps
    Native mobile apps
  • ProsperWorks CRM - Gmail integration
    Gmail integration
  • ProsperWorks CRM - Sales pipeline
    Sales pipeline
  • ProsperWorks CRM - Contacts, leads and opportunities
    Contacts, leads and opportunities
  • ProsperWorks CRM - Contact information
    Contact information
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

152 Reviews of ProsperWorks CRM

 

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Software Advice Reviews (57)
More Reviews (95)

Showing 1-20 of 57

Bob from Fleet Management Group
Specialty: Transportation
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

I use it mainly as catch all, keeps all my contacts, notes, emails in one place, always ready when I want to escalate

Pros

The software is so easy to learn and use, very simple all my contact information as well as notes and emails in one place

Cons

Does not have email tracking unless you go up a level and the price difference to get that one feature is prohibitive

 
 

Cheyenne from AllenStyle Homes
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

BEST CRM DATABASE

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

By far, THE BEST CRM database to exist. I never thought anyone would be better than lasso until I ran across this software.

Pros

1. #1 Google Recommended CRM
2. You have a Dashboard AND can add prospects straight from your email account
3. Customer Service is phenomenal!! They give a really great demo on the product, as well.
4. Even partner with MailChimp for mass emailing

Cons

i honestly don't have one. The product is phenomenal all the way around. What they can't cover, they have a contractual agreement with, like MailChimp!!

 
 

Aaron from Self-Employed
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Lots of Features, no phone support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I really enjoy how this connects with the Google Suite so I don't have endless duplicate contacts, I also like how it pulls all the data from people's signature and social media, so I don't have to go hunting for it

Cons

I don't like there isn't any phone support when first starting out, you have to search the problem database and comments of how to solve problems are not visible

 
 

Holly from Pet Wants
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Love the integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Easy to keep track up follow up

Pros

Integrates with Gmail, outlook, mail chimp and others. I can customize the fields. I can record phone calls, emails, notes and orders all in one place.

Cons

Would love it to integrate with Google Voice. I use Google Boice to text from my computer. It is 90% of how I do my follow up.

 
 

David from Wasatch Front Community Publications Inc.
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

I love this software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I have enjoyed using ProsperWorks because it can be customized to meet my needs. I have a very specific way I like to prospect and record my interactions with my clients. ProsperWorks allows me the flexibility I need. The support has been great also.

 
 

Josh from Punch Through Design, LLC
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Fantastic solution with all the necessities

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Very happy with ProsperWorks - it takes the "work" out of using a CRM and really enables sales people to focus on making sales!

Pros

Great functionality right out of the box, easy to customize, great reporting functionality, excellent Chrome extension, seamless integration with Gmail. Excellent value.

Cons

There's no ability to schedule revenue recognition for single opportunities. There's also no native iPad app, and the interface on Safari and Chrome on iPad doesn't scroll very well from left to right for pipeline review.

 
 

George from Freedom Spending Plans
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

I'm still learning

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Easy to create your own pipeline steps. Links very easily to google email application. Phone app works well with similar look and feel.

Cons

I'm still learning how some fields relate to a prosprct record.... notes, tasks, etc. I need to spend more dedicated time learning it.

 
 

John from Daisy Labs
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great for individuals or teams

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Intuitive
Powerful
Easy customizations for fields and pipeline stages
Amazing Google apps for work integrations

Cons

Getting recurring notifications on anything but a consistent schedule.
Only one format for exporting data

 
 

John from JC Smith LLC
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

So far so good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Sales team is knowledgeable, and helpful.

Pros

Pipeline and reporting

Cons

Room for improvement with customization, for our construction business. Integrations are weak. We use xactimate and I would like to see more that just a calendar for scheduling. I would like to be able to schedule production with Prosperworks. I am manually working a schedule for the production staff.

 
 

Holly from Pet Wants Springfield MO
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Great CRM product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I love this CRM product. It integrates with my gmail and my google calendar. I use it daily.

Pros

Integrates with gmail and google calendar

Cons

Does not link to google voice

 
 

Tyrone from CircleUp Education LLC
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Perfect CRM Solution for Our Small Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We started exploring CRM's in October and were drawn to Salesforce because this CRM what our peers and mentors were encouraging us to use. We downloaded the sample software and were immediately overwhelmed by the complexity of the program. We saw how Salesforce may be great for a super big business but for our small consulting firm with 4 employees it was too complex. The initial appeal was that Prosperworks linked pretty seamlessly with our Google Enterprise suite and was so so so so SO easy to set up! It has been about two months now and we are already feeling the ease lifted from our shoulders. We were managing all of our clients using spreadsheets and in doing so where missing invoices, forgetting important details and not following up! Now we have automated task to remind us of things and thanks to integration with Zapier, its like we have an entire team of online robots supporting us!

Pros

The look and feel = it's not intimidating and actually is easy to use
The integrations have been really helpful (we are waiting for the quickbooks integration with excitement)
We say immediate results in our reduction of stress and increased capacity within 2 weeks.

Cons

A better google calendar integration would be really helpful
Customer Summer has been helpful but it some of the employees need to really brush up on their skills, meaning that they did not know answers to some of the basic features.
Ability to customize home screen more would be great!

 
 

Sandra from The Bucket List Home COmpany
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Easy,peasy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

My husband is the primary user of the software, but we both are impressed with the ease of use in Google and related software. My husband finally has a functioning calendar that we can both see and enter events into. Data import and entry is efficient and useful. We've been looking for software like this for a long time!

Pros

Google integration, and ease of use

Cons

Could use more flexibility for businesses that do business with individuals.

 
 

Denise from Remax Lakeshore
Specialty: Real Estate
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I use google apps for everything and Prosperworks was a great extension to keep track of my clients and potential clients. Adding in customized fields was so easy and helps me keep track of where my leads are coming from. The filters help me be able to pull a report and see who I haven't reached out to in awhile and who I need to touch base with so I can keep getting their referrals. Very easy to set tasks in Prosperworks so I can stay on task whether I'm sitting at my desk or on the go and use the app on my phone.

 
 

Drew from Augment Advisory and Capital
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Highly Recommended Off-The-Shelf Product

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

We evaluated 3 different CRMs for our 2 people consulting shop, elected Prosperworks, and have been extremely pleased with our decision.

Pros

Integration with Google. Web-based. Great price. Very user friendly interface.

Cons

Reporting functionality could be improved.

 
 

Joseph from Zum
Specialty: Transportation
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Prosperworks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The ease of use is great, and I do like how it is customizable

Pros

It has great features that show when a contact has opened/read an email and also shows their LinkedIn page (where available)

Cons

Wish it could integrate with our in-house operations dashboard so we could upload our specific customer information. Would help with tracking customer contacts and proactive/reactive outreach

 
 

Sarah from Frame By Frame
Specialty: Media
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

CRM review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I loved the support with this program. I used it for a company I was working with and going to try again.

Pros

customer service

Cons

extra charges for integration with certain programs

 
 

Erica from Flywheel Brands, Inc.
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Perfect Small Business Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

ProsperWorks is not as widely known (yet) as many other CRM providers in the industry, but it is a strong contender in the arena. It has all the basic features and more for a business that needs a CRM system, and it seamlessly integrates with Gmail/Google for Business, which is a huge plus!

Pros

The Gmail integration is vital in so many ways, including record-keeping, recalling information, setting reminders for follow-ups and organizing project-related information. It's also highly intuitive. Although there are a number of self-paced and personal training opportunities, a relatively tech savvy individual should be able to navigate it with little trouble. It also includes a capability to keep your leads separate from your actual customers, while also moving them through a pipeline that you design. The Opportunities feature does the same thing, allowing you to visually track where any sales are and analyze any snags in your process.

Cons

There are some tricks to setting up the system, but ProsperWorks support is very clear in giving new clients the proper order of operations. If you follow the onboarding steps, you'll be successful.

Advice to Others

Discuss your custom fields and pipeline progression with your onboarding specialist. Although we thought we knew exactly the way we wanted something, it turned out that we were overcomplicating things. Our specialist actually took a time to go over these details with us, asking probing questions so as to help us find a solution that wouldn't fail us.

 
 

ben from DIGITAL DREAMS COME TRUE, INC
Specialty: Telecommunications
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Horrible customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

You can't get anyone on the phone, It will take days to get a response literally days later via email. I set up a final call to get my data imported and nobody showed up to the call. This was my final straw. I sent in the cancel request. After reading other reviews it looks like I need to cancel my card to end the subscription. Total waste of time. Pissed me off and it takes a lot to piss me off.

Cons

Everything was a waste of my time

Advice to Others

Do not sign up. They do not have enough people to manage their system it seems like and that is a major issue if it is going to cause you issues when running your own company.

 
 

Michall Goldman from CDI South Bend
Specialty: Non-Profit
Number of employees: 1 employee Employees number: 1 employee

January 2017

January 2017

Tracking E-mails is helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is fine. I like the tracking of e-mails option, but not sure if really need this program beyond my use of gmail we will see.

 
 

Herman from DLC mortgages
Specialty: Mortgage
Number of employees: 1 employee Employees number: 1 employee

December 2016

December 2016

Mortgage Professional

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It is easy to use to track leads and follow up on new and exisiting clients. Allows for customization to cater to your specific business needs.

Pros

Easy to use.

Cons

N/a

 
 
 
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Showing 1-20 of 95

Daryl from Disruptive Advertising
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2017

June 2017

Most Intuitive CRM To-date

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Prosperworks is so seamlessly integrated with Gmail--this platform was a blessing from heaven. It is apparent this was created by a sales person who is in the day-to-day grind--not some cumbersome CRM created by a software developer who has never sold a day in their lives.

Cons

The only downsides we found with the software is:
-Reporting--was not as overarching as the reporting capabilities in CRMs we're more used to.
-Integrations--does not take the cake in terms of integrating with outside platforms (AdWords, ERPs, landing page tools, etc.)

Source: Capterra
 

Eli from EOM Travel

June 2017

June 2017

Excellent experience with ProsperWorks CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Prosperworks is great because of the simplicity, but also because of the amount of customization it allows. You can leave it simple, but you can also build it up into a massive monster of a CRM.

Cons

It's a bit daunting to set it up at first, but once you get the hang of it, it really isn't terribly complicated.

Source: Capterra
 


June 2017

June 2017

Great CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Prosperworks is great because of the simplicity, but also because of the amount of customization it allows. You can leave it simple, but you can also build it up into a massive monster of a CRM.

Cons

It's a bit daunting to set it up at first, but once you get the hang of it, it really isn't terribly complicated.

Source: GetApp
 

Trevor from Clean Industrial Technologies Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Pworks took our growing organization from 0 to 100 - nearly overnight.!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer tracking, activity tracking per opportunity and the ability to quickly obtain adoption of its use by the entire team in matter of minutes.

Pros

It's integration with gmail, making it a powerful way to track activities and customer interactions.

Cons

The graphics relating to the canned reports could be a bit more enticing, unless we haven't yet fully unlocked all its potential in this area yet.

Source: Capterra
 

Trevor from Clean Industrial Technologies Inc. / EDC Environmental Group of Companies Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Prosperworks for a startup business...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

ProsperWorks - lent itself very well to our start up organization. It allowed us to choose a highly functional CRM system that we could customize out of the gate and get things organized while not being afraid of the need to scale things significantly in the future and having to re-start things with a new more "sophisticated" system. The integration with Gmail - makes it a tool that completely transforms our organization's ability to adopt a comprehensive sales and customer management approach.

Cons

Perhaps some additional reports could be offered in the set reports offered. Particularly in quantifying the leads obtained and their translation to opportunities and sales.

Source: GetApp
 


June 2017

June 2017

ROI in before the free trial is over.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The graphical interface that lets you manage where customers are in your pipeline is the best feature. It lets me see every open opportunity at a glance and move them around with no problem.

Cons

I'm trying to think of one hard thing to set-up but it all integrated with my Google workflow pretty well. If I had to get nit-picky then maybe they could include task automation in the starter package that I bought?

Source: GetApp
 

kason from Prod 44

June 2017

June 2017

ROI in before the free trial is over.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Inside the trial It told me that I hadn't reached out to customer in more than 30 days. so I reached out and immediately closed business that was pending.

Pros

The graphical interface that lets you manage where customers are in your pipeline is the best feature. It lets me see every open opportunity at a glance and move them around with no problem.

Source: Capterra
 

Ashley from Consilium Careers
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Disappointing Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Gmail integration... but that was about it.

Pros

The gmail integration is fabulous if you are a gmail user, however other integrations are limited to going through Zapier, which seems great until you actually try to set up what you are needing. Then not so much...

Cons

Customer Care is a bit lacking. As one other reviewer put it... it feels like once they have your money, they are less motivated to prioritize your needs.

Source: Capterra
 


May 2017

May 2017

Good CRM for Gmail

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It could be suitable for Google Gmail Apps,so we like this function very much.
It could be easily connected with Youtube,Facebook,linkedin etc.

Source: GetApp
 

Geoffrey from Ludt Payroll

May 2017

May 2017

Gmail integration and pipeline automation -- freaking sweet.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Systematizes sales pipeline for consistency, provides opportunity to measure sales efforts.

Pros

I like that it automates our sales pipeline tasks. We move an opportunity through the pipeline and it automatically generates tasks as we go.

Cons

I don't like that it doesn't integrate with Zendesk. We handle all of our support from Zendesk and when an email is sent through Zendesk, Prosperworks doesn't pick that up and add it to the contact's record.

Source: Capterra
 

Bob from Coldwell Banker TREG

May 2017

May 2017

Loving the Prosperworks as a Real Estate CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Most Real Estate CRM's are expensive, complicated or both! Prosperworks is easily customized and user-friendly plus it's built around Google and along with other integrations, this is exactly what we were looking for.

Source: Capterra
 


May 2017

May 2017

Great App for Small Busiensses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The integration with Goole makes this AWESOME! I found myself using gmail from the website WAY more. I love not having to leave my email to do most things.

Cons

The reports could be more substantial. Also, I really REALLY wish I could do on and offline marketing campaigns within the system.

Source: GetApp
 

Cassandra from LED Source DC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Good Products for Small Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Ability to manage my sales and fulfillment cycles.

Pros

I like the fact that it follows basics Salesforce knowledge. If your company is downgrading from salesforce or think you may upgrade to it it is a good product.

The customer service was excellent. I was able to get live people to help me get started and they even took feedback on my experience to be better for other future users.

Cons

The reports could use some work. You can export out detail, but I thought better in-app reports should be available. Also, would love if they built out the capability to manage and execute on AND offline marketing campaigns. One less app to bring to the party would be great.

Source: Capterra
 

Reuben

May 2017

May 2017

Amazing Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

So easily integrated with gmail that w had to switch to ProsperWorks. Love how amazing the customer service is to help you get up and running in no time!

Cons

There is nothing that I would say that is a con. I would say that maybe if I could change the fonts and themes that would be great?

Source: GetApp
 

Roger from ReveSource
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

ProsperWorks dominates CRM by delivering excellent customer service. Imagine that!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

My account executive is one of the best I have dealt with on any product or service in the twenty plus years I have been in business. I know he doesn't get it done on his own as he will reference how supportive his team is. I run several small startups. Seamless integration into and with our daily workflow is crucial. ProsperWorks makes it easy.

I know that Google is a client of theirs. The nice part is that they treat me as professionally as they do Google. I guarantee it.

Source: GetApp
 


May 2017

May 2017

Prosperworks wins our CRM Search

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

One of the best. Good integration with G-Suite and highly customiseable interface, Simple to use and gets good feedback from the team

Cons

Could be improved by including some features that should be standard require an upgrade to the next level to get them.

Source: GetApp
 

Tiana from BlackbirdTrading
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

easy to use; easy to fit

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

follow up customers in a much efficient way;
see what teammates do for better working;
forecast how many is coming
report function

Pros

The home page is like, don't need to think of which function will be where. easy to find everything.

Cons

only fit for gmail, cause we start using Office Outlook for emails quite a while, so difficult to change.
In order to fit the email tracking, so we can not use PW email tracking, and cannot integrate it. little pity. but other than this, everything is fine.

Source: Capterra
 

Brian from Shoflo
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

Streamlined data input, clean design, great API

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

More Awesomeness for my sales team

Pros

Gmail extension is really all you need for data input. Very clean design. I love the Google Sheets add on and all of the triggers and actions you can set up with Zapier. I have used many CRMS (pipedrive, base, close.io and salesforce) and recently compared prosperworks head on with Salesforce - prosperworks ultimately won out due to ease of set up and the gmail extension.

Cons

We have a lot of legacy prospects and so it's helpful to see emails from 12 months or older from other reps at our company, unfortunately those emails don't get pulled in to the contacts activity history if older than 12 months.

Source: Capterra
 

Noah Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Hands down the most convenient and integrated CRM for GSuite.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Its fluid, completely built-in functionality with GSuite (formerly Google Apps for Work) is what sets ProsperWorks apart from its competitors.

Cons

I wish their full email sync was included for all plans. In order to get away from the BCC version of email saving (which is still pretty easy), you have to pay for their Pro plan.

Source: GetApp
 

Patrick from Xero Lighting
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2017

May 2017

PW is intuitive and logical. The right prompts and simple keystrokes to collect vital information ab

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Better information collection and sales pipeline visibility for me means timely actions and more closed sales.

Pros

PW's integration with G-suite supercharges the Gmail experience. email tracking allows perfectly timed calls for clients and much much more.

Cons

PW is currently looking in to effective 2 way contact sync. I am currently paying another 3rd party supplier for this feature. it would improve my workflow if collecting details to "write up" in PW was not required.

Source: Capterra
 
 
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