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

137 Reviews of ProsperWorks CRM

 

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Software Advice Reviews (54)
More Reviews (83)

Showing 1-20 of 54

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

 
 

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.

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

 
 

Amanda from RE/MAX Signature
Specialty: Real Estate
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Very User Friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

One thing I really liked about the program was that you can customize just about everything! this feature makes it very useful no matter what field you are in. I am a real estate agent, and I found it easy to customize according to my needs. The customer service offered is very responsive and polite. I received follow up phone calls and the agents I spoke with were very helpful and knowledgeable. I see Prosper Works as an affordable option.

 
 

Mark from YSL
Specialty: Retail
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

December 2016

December 2016

Dismal Customer Support, ridiculous onboarding, overhyped, overpriced, they bribe you for good reviews

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

NO REFUNDS, thats where you should steer clear!, Any company that does not issue refunds is clearly aware of their poor product. Extremely slow customer service, obviously no phone number just email. They will take over your email database. Say you want to customize, as promised, to your company's needs, good luck with figuring it out yourself. Help? refer your self to the FAQ. For that kind of money? Ridiculous. Remember the helpful and eager to please rep that signed you up? UNREACHABLE after you pay!
THEY WILL CONTINUE TO CHARGE YOU AFTER CANCELLING. YOU WILL HAVE TO CANCEL YOUR CREDIT CARD AND CALL YOUR BANK.

Pros

They take all credit cards including AMERICAN EXPRESS. Do your self a favor and use AMEX so you can dispute the charge!

Cons

NO REFUNDS, POOR SERVICE, DISMAL CUSTOMER SUPPORT, GRAB YOUR MONEY AND RUN SCHEME, FEELS ILEGAL.

Advice to Others

DON'T EVEN THINK ABOUT IT.

 
 

Ian from First Exclusive Inc
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Prosperworks for Real Estate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I had been a Top Producer user for many years but their interface is now old and not user friendly. I bought and tried Contactually for 4 months but found that it had shortcomings for real estate purposes. I trialed Prosperworks and then bought. It is super intuitive to use. Has a great "pipeline" view so that I can see how my brokerage is running. The Chrome extension allows for easy client detail capture from Gmail and the ability to have all correspondence visible within Prosperworks is great. Email tracking is very valuable.

Pros

Pipeline opportunity view. Chrome Gmail extension. Ability to add multiple property transactions to each client, add unlimited clients to a transaction. Call log. Future action scheduling. Integration with Mailchimp. Email tracking within Gmail. Onboarding and support is great. Tutorials are available online and they have weekly webinars that you can drop in on to help you.

Cons

None so far

Advice to Others

If you are looking for a user friendly CRM system for real estate, this is head and shoulders above the others I have tried. Contactually, Salesforce, Insightly and Top Producer.

 
 
 
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Showing 1-20 of 83

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
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
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
 

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
 

Sarah

May 2017

May 2017

Excellent 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
Source: GetApp
 

Richard

May 2017

May 2017

Completely satisfied.

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
Source: GetApp
 

Richard from Silver Birch Associates, LLC.
Number of employees: 1 employee Employees number: 1 employee

May 2017

May 2017

Time saving and intuitive

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
Source: Capterra
 


May 2017

May 2017

Easy to use and customize. Integration with G Suite saves time on data entry and provides great insight into communication history.

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

Ease of use, integration with G Suite, communication history, customization, time saved on data entry.

Cons

Would be better with more VoIP integrations like Dialpad and better training would be preferred. Not much else to ask for.

Source: GetApp
 

Adam

April 2017

April 2017

Killer app

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

extremely easy to implement. easy to work with, easy to train others on. I could not have found a better solution to solve the necessities for my business expansion.

Cons

I haven't found many cons yet. As always internal implementation on changing crm systems is always a task.

Source: GetApp
 

Rande from FluxTeq

April 2017

April 2017

Makes customer tracking easy

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Prosperworks integrates well with Google gmail in chrome and easily gathers customer information while allows you to track their status

Source: Capterra
 

Mohamed from Community Services Tablelands Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Great CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Integration with google apps & no installation needed. It also capture information easly from gmail and contact information

Cons

A lot of emails during trial period, setting it to suites your needs take some time & it also require some time to get used to it.

Source: GetApp
 

Chuck from Cata Enterprises
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Seamless integration with gmail and google contacts.

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

The auto integration with gmail and google contacts is a godsend. Also easy ways to import or export from/to iPhone contacts. Would like more options to export activity logs

Pros

Google integration

Cons

More reporting options and export for Activity Logs

Source: Capterra
 

Adam

April 2017

April 2017

Change of CRM to a user friendly model

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

Google interaction, ease of use to personalise, online support, overall look and feel, automatic prompts (after you set them)

Cons

Nothing at this stage, I like the functionality for mu business. I am a single user not multiple users.

Source: GetApp
 

Clifford from CreativeOne
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Great Idea, Now 's the Time for Execution

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

Love the idea. Love the integrations. But for instance, they promote a Slack integration, our's has been broken for a week now and they say they will fix it in the next iteration... next week.

Pros

Ease of use, integrations.

Cons

Customer support, customer feedback, training.

Advice to Others

Learn it on your own, they won't seek you out.

Source: Capterra
 
 
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