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 - Visual sales pipeline
 
  • ProsperWorks CRM - Visual sales pipeline
    Visual sales pipeline
  • ProsperWorks CRM - Contact record
    Contact record
  • ProsperWorks CRM - Contacts, leads and opportunities
    Contacts, leads and opportunities
  • ProsperWorks CRM - Email templates
    Email templates
  • ProsperWorks CRM - Gmail extension
    Gmail extension
  • ProsperWorks CRM - Mobile app
    Mobile app
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

227 Reviews of ProsperWorks CRM

 

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Software Advice Reviews (89)
More Reviews (138)

Showing 1-20 of 89

Anna from Fellowship Housing
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Great CRM. Speaking with the reps for ProsperWorks was also an easy process, and they were very helpful. All around affordable database and efficient for keeping in contact with my necessary network.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

ProsperWorks is affordable, easy to use for the basics and you are able able to customize categories.

Cons

ProsperWorks is a little difficult to navigate and not necessarily the best option for a non-profit. Especially for tracking grants.

Review Source
 
 

Jennifer from Solid Waste Strategies
Specialty: Energy
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Awful, horrible

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Hugely disappointed.

Pros

Nothing it is a joke, it is cheap, it is poorly put together, it does not work, and it is not a good company.

Cons

It doesn't integrate with anything except GMail and if you cancel they keep your entire yearly fee even if it is a new account.

Review Source
 
 

Vincent from Hayer Bishan Singh & Sons Ltd
Specialty: Consulting
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Prosper G Suite CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It allows seamless integration with everyday tools we use everyday bringing all your tools in one place.

Cons

More work needs to be done on support. The people involved don't seem to offer much help. Problems with updating the database.

Review Source
 
 

David from Ability Consultants
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Good for sales, easy to implement - not as customisable as we needed it to be

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We needed to build our own bespoke solution to cover the areas Prosperworks did not. Now we have added much of the functionality of prosperous to that side solution we no longer use prosperworks. The thing we miss most is the instant automations between Gmail and Prosperworks.

Pros

Great g suite integration
Quick implementation
Intuitive interface
The way info gets automatically from Gmail into the Prosperworks forms is a great time saver and guarantee s people will use the system

Cons

Ease of set up comes with lack of ability to sufficiently customise the product
Focussed on sales, means it is was not great at managing complex service lifecycles for our business

Review Source
 
 

Andrew from Brokerpedia
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Beware, especially when it comes to pricing

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Beware of Prosperworks pricing strategy...of course nobody picks up a CRM system for a few months, not if you are making a serious decision for your company. Then, of course, the pricing decision favours the bigger payment annual plan (as opposed to the smaller monthly payment which is much higher on an ongoing basis) so I expect most businesses to opt for the annual plan.

But BEWARE of two things:
1) If you terminate at any time then "All charges are final, non-cancelable, and nonrefundable," This means you can sign on annually, use it for a month, give them their required 60 days termination notice, cancel.....but no refund.
2) AUTO RENEWAL. There is no prior notice on the 12 month mark. We had decided not to renew and thought we would get off the system at end of the 12 month period. Unfortunately, we thought we had commenced in March, but it turns out to be February, by which time the annual fee has been already taken from our account...then we are into the NOT REFUND terms.

Advice: I don't believe any small company can assess a crm for suitability during the 2 week free period after which we were forced to make a purchase decision. To save money (and we intended to be long term users) we signed on for annual plan. We stopped using the system after 6 months. I'm sure that Prosperworks knows this. This doesn't stop them from auto billing 12 months in advance without prior notice. Now we are paying for 2 years usage, having only used the system for 6 months.

More advice...the reason why we didn't immediately terminate from Prosperworks after 6 months (when we stopped using it) is obvious: we need to get our customer data out and that takes time. You should be aware of this as well: "All of Your Content on the Service may be permanently deleted by ProsperWorks upon any termination of your account in its sole discretion."

The customer service girl, after listening to my story said today "you can cancel on 60 days notice" but she did not tell me 1) that there would be no refunds (as per ProsperWorks terms) and 2) that they would delete all my data.

BEWARE BEWARE BEWARE. This is a marketing trap.

Pros

I thought the gmail integration would be a good idea, it turns out that you have to (almost) click every email attached to the customer to see what is going on and alot of emails are just copies of previous emails.

Prosperworks marketing is really good, and the interface and sell looks good.

Also, any person who reviews Prosperworks say within 2 months of using the system will likely give 5 starts....I think reviewers should wait a bit and test the system more. In our case, we have now been with the company and the software for over a year.

Cons

I concur with a previous user "3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design."

Review Source
 
 

JP from Carlton Building Services
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

President

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

An overall easy to use CRM system. It is compatible with gmail and allows me to track how often someone views an email

Cons

I need to dive deeper into what else it can do.

Review Source
 
 

Peggy from Cypress Lifestyle
Specialty: Media
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

Easy to learn and lots of features and functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall I have been very happy with Prosperworks. The system was easy to learn and I love the Gmail integration. I just wish I didn't have to pay for the professional package just to get the email tracking.

Pros

Email tracking
Activity tracking
Gmail integration
Ability to create custom fields
Customization features
Ease of use

Cons

Basic package doesn't offer email tracking so I'm paying for a lot of functionality I don't need just to track my emails
Email tracking sometimes doesn't work especially when using Gmail's canned response options


Review Source
 
 

Sharon from Marketing Bee
Specialty: Media
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

ProsperWorks and Google Integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Will keep using for now, but having to go back to Google to attach things is quite annoying. Something that should be improved.

Pros

Full integration with Gmail, Google Calendar and other G Suite products. Many features are directly accessible from Gmail or Inbox. Can pull new leads from email directly into lead management listing. Can enable automated actions.

Cons

Email open alerts can get annoying. Pipelines cannot contain qualified leads.
Email attachments NOT available for templates, which defeats sales purposes.

Review Source
 
 

Greg from Raptor Digital Marketing
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Too Glitchy and Poor Support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Let me be clear, this product has great potential, and is almost good enough. But after multiple bad experiences with support, and an apparently stagnated development calendar, and very serious glitches, I suggest people stay away for a few years till this software can grow up a little.

Pros

What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money.

Cons

1. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples:

a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work.

Is it that hard to update a database?

b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. [in other words, this is all your fault, not ours] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb.

2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access.

3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design.

Review Source
 
 

James from Jaq Jaq Bird
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Work in progress, but overall a solid CRM if gmail integration is a priority

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Intuitive interface, excellent ongoing support and training, convenience of integration with gmail, continuing development which likely means the product will continue to evolve and improve

Cons

The import process lacked some features that would've made the hard work of getting existing contacts into the CRM much easier

Review Source
 
 

Julie from Canyon View Real Estate
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

They really tried to get me to use it, but it won't integrate like other Google addons

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Looks like it would be a great help to my business if I could get it to addon like other Google products...like Folio.

Cons

It will not integrate with a business managing email. They want me to pay for 3 different email accounts, when we're just a single team, managed under one email account, with 2 more subset business emails.

Review Source
 
 

Daisy from Mortgage
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Trial

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It was very easy to understand this product. Very simple and didn't take long to get the hang when it came to sending follow up emails which I love

Cons

Would like to see more custom templates tool to use and help with everyday marketing sent out to the clients

Review Source
 
 

Lauren from Consulting
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

It doesn't get easier to enter your contacts into a CRM than Prosperworks

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

We all live in our inboxes these days, right? This is where the greatness of Prosperworks comes in. All you have to do is roll over the email address of a contact in your Gmail (using the Prosperworks Chrome extension) and with one click, you can add a contact to your database. *Bye* data entry! It's also very intuitive as it automatically asks once you've added someone to your contacts whether you want to create an opportunity or task reminder for that person to ensure that you are monetizing your lead gen and staying on top of potential clients. The system also looks at who you've been in contact with recently and asks if you want to add them to your database. Again, with just one click, you're growing your database regularly. Mass upload of contacts is simple and easy, as is exporting contacts. There are a lot of automation options available such as Mailchimp and virtually anything else that is available to connect on Zapier. Email templates with mergtags are easy to set up. Lots of customization options across the board.

Cons

It doesn't manage duplicates at all, which can be a bit of a drag. Email templates cannot include attachments or HTML. It's easy to lose your place when going down the list of contacts as the page has a tendency to refresh and start at the top as you navigate between contacts and sections. Reminders have limited options for when they are triggered.

Review Source
 
 

Erik from Taabs Ink
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

I started a new sales team with this CRM and it is better than anything else on the market!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I was looking for something that could keep everything organized for my salesmen and I wanted something that was like salesforce but cheaper. This was actually better than anything Ive tried and it was much cheaper. I could assign prospects to a team member and follow every step of the way. I could even check the email that are sent out in templates. I can see the activity on each account and I know when there is no activity. The pipeline is simple and very effective. I can easily track all the sales for the entire team in seconds. I can also assign task for each salesperson to do and have an alarm email me upon completion. No opportunity is lost without me getting an email to check on it. The team can upload docs and record all notes without closing the app. We are using a variety of different computers on it. Mac's, PC's, and Chrome books. It also connects right in with my Google G-Suit and all emails to clients are automaticly picked up and recorded in the CRM. Customer support does have a phone number and not just email.

Cons

There have been some minor quirks but they seem to get fixed really fast. If I call customer service I get help right then

Review Source
 
 

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

January 2018

January 2018

ProsperWorks is the Best CRM system I have ever used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Love the fact that I can import and export files from Excel. I love that I can create tasks and then each day I open my calendar up to find out who I need to contact that day. I use the phone app almost daily as I can see all my customer and prospects information and passed notes right on my phone. This is great when I am at events or on the road and not in front of my computer.

Pros

Integrates with Google Products like mail and calendar. Also MailChimp and many other products. Also love, love, love! the phone app!!

Cons

Wish it would integrate with Google Voice. Also have some slow down issues at times. It could be because I have over 2200 contacts loaded into the program.

Review Source
 
 

Cody from Legacy Acquisitions and Investments
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

CRM 1.0

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Over all I picked this software because it was the easiest to use and did most of what we needed with out breaking the bank .

Pros

I love the ease of use with Prosper works. I personally reviewed all of the big names out there before deciding on prosperworks. They do a great job of keeping it simple and manageable.

Cons

I feel like there are times when features dont exist. They also do not have a very good system set up to help them maintain the security of your data.

Review Source
 
 

William from Variable
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

ProsperWorks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Suggest considering this for your business. Great experience with the sales person. Was honest with their capabilities.

Pros

Gsuite connection is very friendly. Customizable for us to manage our sales formula. Reporting is strong.

Cons

Not strong in marketing programs & analytics. One year commitment is not ideal but cost makes more sense.

Review Source
 
 

Jacky from Crane Realty
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Great CRM for a Medium Size Company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, a great CRM for a medium sized company that is growing. The systems and tools available are intuitive, easy to learn, and ensures that all contacts & pipelines are managed correctly.

Pros

intuitiveness, ability to track leads, organize contacts, setup specific programs & pipelines to manage automating tasks for different parts of the sales process. Great ability to filter what content is seen by what user. Customer service and on-boarding is thorough and readily available.

Cons

The pricing structure is a little on the high end for the month to month option, however, discounts are available for an annual payment.

Review Source
 
 

Sarah from Upside Innovations LLC
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

User-friendly CRM for simple customer tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Prosperworks is easy to use. I can upload customer information relatively easily. The platform is sleek and clean looking, so I don't get lost in the jumble of all the different types of customers.

Cons

I can't select multiple companies by using the shift key. Have to manually select all of them.
Every time you enter into a company profile and go back to the full list, you have to start at the top of the list again.

Review Source
 
 

Halima from Veris
Specialty: Healthcare / Medicine
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2017

December 2017

Prosperworks CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The support team is really friendly and don´t stop until answering the needs os the user.

Pros

-Friendly
-Easy to use
-Personalized workflow
-Mailchimp integration
-Fast answers of the support team

Cons

-Integration with the internal database is not included in the plan cost
-The social media information is limited

Review Source
 
 
 
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Showing 1-20 of 138

Rob from SafeWise
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Pretty easy to use, intuitive, and integrates well with G-suite.

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

Streamlining our business processes - much more efficient and good to share in the cloud with the team.

Pros

Integration with G-suite, drag and drop functionality, the fact that it automatically makes links to contacts via email address etc

Cons

Task management: it's difficult to schedule tasks related to opportunities precisely without having to constantly flip between my Google Calendar and PW. I'd also like an 'all day' task due option. It's good to have the Project functionality, but it seems limited - I'd like some sort of GANTT chart/ project management function built in, then PW really would cover everything as most of our opportunities relate to projects.

Review Source: Capterra
 

Scarlett from fareway Internet Solution

May 2018

May 2018

G suite integrations makes this CRM a must-use by traditional sales folks

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

Had been working on excel for my sales process since ages and thats what made it easy for us to migrate to this CRM. It gave a very convenient user interface and familiar features which also helped in high and quick adoption among the sales team.

Cons

Dashboard display can be made more better with more was-to-understand analytics for pipeline management and performance reporting.

Review Source: Capterra
 


May 2018

May 2018

Used a trial version as test for tracking clients

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

We got an extended trial version to play with it. Very easy to integrate customer information and keeping the DB current.

Cons

Wish there was more A.I integration to anticipate customers needs to increase sell-through to current customers

Review Source: Capterra
 


May 2018

May 2018

The CRM that defines the true meaning of automation work.

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 CRM truly defines automation, simplicity and insight. It is the world’s easiest to learn and use Customer Intelligence Platform that we could find on the internet. The best thing that me and my time loved about it was that it seamlessly integrates with our google apps ecosystem. Just after signing up we received tons of emails of our insights and it automatically built up our customer profiles from the data of our google ecosystem. It automatically showed suggestions for related prospects. With all of our data in place it helped us to visually manage our timeline. It got read of all our grunt work and increased team visibility. On calculating we found that it saves almost 3-4 hours per week of our time.

Cons

ProsperWorks is a high quality CRM solution that doesn’t seems to have any drawbacks but our review team has pointed out a few areas that can be improved, like their could be more reporting options and export for activity logs. Currently, there is no internal automatic email but you have the option of using gmail and the zapier integration. This app seriously needs some telephone integration

Review Source: GetApp
 


May 2018

May 2018

good but not great

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

I love that it connects to google business suite and works with your gmail. I like that it tracks contacts and creates auto reminders. great customer service, one of the fastest I have seen

Cons

I wish they had auto email and follow-up feature, it's a little hard to reach out to multiple contacts individually.

Review Source: Capterra
 


May 2018

May 2018

Useful, very expensive

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

Same as explained in survey.

Pros

It allows team coordination, Management follows up and record keeping of interaction with clients and stakeholders.

Cons

More clarity and flexibility for reports. Need access and capacity to work while NOT connected to Internet

Review Source: Capterra
 

shalimar from Escala24x7
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Easy to handdle

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 easiness of the tool. , the reports by user, the feel, the tracking of the calls to the clients

Cons

the mobile app, the filter in the oportunites tab, the export tool if the filter is private it cannot update

Review Source: Capterra
 

Joe from BAM

May 2018

May 2018

Great value for the features compared to Salesforce or Redtail.

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

Synced with Gmail seamlessly.
Easily assign tasks to contacts and simple to track progress.
Easy to learn and use.

Cons

Would like to attach text messages to Contacts.
Also, wish contacts in gmail could be used instead of duplicating them for prosperworks.

Review Source: Capterra
 

Basil from Leaf & Limb
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Exceptional! I tried every major platform (plus a few minor ones) over a year and chose ProsperWorks

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

Most importantly, this platform has dramatically increased our ability to effectively and easily pursue sales leads longer and better than we were able to do previously. This has translated into more sales. Sales is what it's all about.

Pros

Most platforms are either too simplistic or WAY too complicated (think SalesForce). Prosperworks is lives in the Goldilocks zone of "just right". We are a medium size company that cannot afford a full time CRM engineer, so perhaps my decision would be different under these circumstances. But I have had nothing but a great experience with using ProsperWorks. Also, it's highly intuitive and the architecture is designed such that you do not have to click through things to get to other things. From nearly any point in the platform you can create entries or access the information you need. This saves a lot of time over the course of the day.

Cons

My complaints are small and business-specific. The issues I have are unique to our business model. The good thing is that the engineers at PW have been able to create customized programming and workarounds to solve most of our problems.

Review Source: Capterra
 

Emily from NewCov CrossFit

May 2018

May 2018

Easy to use

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 was easy to navigate and keep track of things and convert prospects to leads. It was able to sync with facebook lead advertising, which was our primary use.

Cons

I was using this to link to my facebook ads that acquired leads and it did not always automatically link up when I created a new ad. I was usually able to fix it, but never really sure what I was doing.,

Review Source: Capterra
 


May 2018

May 2018

Good CRM solution

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

Works well across multiple people and departments. Integrates with other software, like Google Sheets, though Zapier.

Cons

It takes a bit to figure your way around but overall I have no specific criticism. Probably a little too powerful for very small teams.

Review Source: Capterra
 


May 2018

May 2018

Overall top notch

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

pipeline and contact management is a big one for my company as we work in sales, some automation features. Traceability of the team.

Cons

limitation to gmail account email access where in order for a business to use it to its fullest you must have a gsuite account - that is my biggest thought on limitations

Review Source: Capterra
 

David from ScoutLogic Screening

May 2018

May 2018

We have had a great experience moving from Salesforce to Prosperworks.

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

Improved sales productivity, a lower total cost of ownership for the software, and improved reporting.

Pros

Our favorite feature is the integration to GSuite as it makes it much easier for our teams to ensure all their data is accurate and timely. We also had a great support experience with both the set-up and for any ongoing questions. Finally, the total cost of ownership for Prosperworks versus Salesforce is substantially lower.

Cons

The basic reports are fine. However, for anything more advance you have to do a data export and then manipulate the data in Google Data Studio. PWorks was very helpful with this, but I wish it was all contained in the software.

Review Source: Capterra
 

JIM from A Leading Price

April 2018

April 2018

How CRM's should be done

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

A really nice integration of CRM features. The gmail contact to crm is a killer feature! and saves us a lot of time

Cons

the annual licence fee, and there don't seem to be many new features being added to the platform...

Review Source: Capterra
 

Max from Conscious brands

April 2018

April 2018

Ease of use with create g suite integration.

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
Great integration with g suite of that's your go-to ecosystem
Nice and simple interface

Cons

Lack of functionality compared to salesforce and hub spot.

Not enough integration possibilities with 3rd party apps.

Review Source: Capterra
 

Kevin from Goalcast

April 2018

April 2018

The Only CRM Needed

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

Integration with gmail is the best part of this software hands down. It is extremely easy to update your CRM with the most recent contacts at the click of a button.

Cons

Not enough tracking features and ways to send follow up emails automatically. I have to use two softwares, mixmax and prosperworks. Would love if prosperworks ups there tracking and I only need to use them. The price point is quite high and should entail this in my honest opinion.

Review Source: Capterra
 

Duane from Friendhip Thru Teaching

April 2018

April 2018

This is the best CRM for a small business I have ever used

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, Flexibility, Multi Businesses can be operated from the same database. This system is easy to customize and automate. I like that it can be automated to other programs I use using Zapier or direct links to the software through API. It is also most useful because it integrates well with Gmail. Training team members is easy and straightforward. Their support tools make bring new people onto the system effortless. Each channel of sales can have it's own steps process to complete a sale. You can do reports by each Channel.

Cons

Support tickets take too long to process. Rather than just provide an answer to your request, the system contacts you to make sure you still have the question open and then you must refresh the ticket. Seems to be a glitch in their Zhen Dest process. Because I am in China doing some work, I find this most irritating. I cannot seem to get them to fix this problem. I wrote a letter to the president of the company after he wrote me wanting to know my opinion of the system but he never answered. The company is growing quickly and that is good but sometimes it also causes delays in getting the little things fixed. Over all though, I give the company a 5 start rating for effort, design, support and usefulness.

Review Source: Capterra
 

Rob from Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Great CRM with easy to use interface.

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

If you need to connect with existing customers or new potential contacts for salesman Prosperworks is a very good choice.

Pros

Prosperworks CRM is a great CRM software that allows us to do many custom things because it allows for custom fields for contacts and salesman. It also integrates well with Google applications.

Cons

The only CON I can find Prosperworks CRM is the cost of the subscription of the software for our company because we are a smaller company.

Review Source: Capterra
 

Brian from findCRA

April 2018

April 2018

I've used multiple CRMs and ProsperWorks is the best product on the market!

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's easy to use, easy to set up, great customer service, easy to customize, great value and easily the best CRM I've ever used. The Gmail integration is amazing and the whole team loves the product.

Cons

The system isn't stable in a Safari browser and regularly crashes or returns me to my previous browser session, losing any data that wasn't saved.

I wish that there were the ability to edit multiple records in a data sheet view.

I also wish I could easily convert Companies/People back to Leads if they were converted by accident or entered incorrectly.

I would also like to be able to have only certain fields appear on select company types instead of every company card.

Review Source: Capterra
 


April 2018

April 2018

Basic CRM

Ease-of-use

Functionality

Product Quality

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

There is a lot less manual work with Prosperworks. It's super easy to set up and the integrations with gmail work well. This makes adoption easy!

Cons

Because it's so easy to set up and use, it means there isn't the level of customization we would like to have. The reports are not as useful as we would like.

Review Source: Capterra
 
 
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