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

171 Reviews of ProsperWorks CRM

 

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Software Advice Reviews (70)
More Reviews (101)

Showing 1-20 of 70

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
 
 

Mark from CRH Insurance Agency
Specialty: Insurance
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

ProsperWorks for the independent Insurance agent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It's simple, seamless with gmail, the price is right and does what i want in reminding follow ups and tracking quotes and cases and projects for one or multiple agents

Cons

i wish the activity would automatically show up on the task if called or phone. it may well but i haven't looked into it. i know it does on the person

Review Source
 
 

Ryan from IOFFC
Specialty: Transportation
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

It's a joke

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Cheap, easy to use... sort of... (eg, there's a global search but the filter buttons on the left don't work)

Cons

It lacks pretty much all but the most absolute basic CRM functionality. The reporting is pretty much non-existent, filtering is limited, customization is limited, integrations are limited, etc. I can't imagine any legitimate sales manager in the world operating with the data this provides.

Review Source
 
 

Mark from K2K Telecom +
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Maybe all CRM's have glitches?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Never understood how to use Leads Opportunities and Projects....I guess it is the usual problem....highly configurable...maybe business model our company uses needs a more curated set up....we are mfg Rep firm with diverse contact types that are usually inter-related.

Pros

Promise of easy integration with Gmail and easy addition and updates to contacts. Ability to mass upload and edit. Chrome extension with gmail view

Cons

Syncing difficulty with gmail contacts.....and onward to IOS. Inability to read business cards....Quality control issues as users add new data

Review Source
 
 

Austin from Marketer as a Service
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Prosperworks is an up and coming CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

My cons are things that I think the company will solve for in the coming quarters to years -- nobody can build everything at once. ProsperWorks is a great technology that I highly recommend checking out if you're looking for an alternative to Salesforce or Dynamics.

Pros

I just discovered ProsperWorks this year and have been very impressed. They do exactly what they say they'll do: making CRM easy. The platform is intuitive, and you don't need a PhD in it to be able to customize the system to your business. The integration with the Google Suite is incredible as well. You can manage and update leads right from Gmail, which saves a ton of time.

Cons

Integrations are behind some of the largest players in the market such as Salesforce. Reporting is clean and easy-to-use, but a bit limiting compared to a Salesforce as well. Experienced consultants aren't as easy to find due to the newness of the platform.

Review Source
 
 

Charles from REMAX
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Like it's customization

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Worth the money

Pros

Lots way to customize. Like the pipeline. Automation is good. Mailing tracking is good. Tracking tasks are good.

Cons

App data loading too slow. Can't sync contact directly from cell phone. Every time have to copy and paste contact.

Review Source
 
 

Nick from Lamont Wines
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

ease and convenience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Exceptional customer service.

Pros

Customisable for your own business. Ease of use. Gmail integration. Clean and clear UI. Great customer service.

Cons

Needing to use browser based email instead of your local mail program. No iPad app, iPhone only. besides those small bits it seems great

Review Source
 
 

Grant from Rickaroons
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Does a decent job

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I thought that Prosper Works does a pretty good job of keeping everything organized. I just don't like going back and forth between the Gmail and Prosper Works. It would be better if I could write emails from within Prosperworks.

Cons

Didn't love the mobile options.
I use a gmail integration app called Boomerang that bring up older, unresponded to emails. There was a lot of overlap between Prosperworks and Boomerang as I was using it.

Review Source
 
 

Phil from Maple Valley Cooperative
Specialty: Food / Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product, good value.

Pros

Integration with GMAIL and very intuitive. Makes it so you don;t have to think so much about the details as it grabs most of them for you.

Cons

Automated Tasks a little clumsy, GMAIL interface is a little dominating and have to click it to clear it so that I can read my email.

Review Source
 
 

Andreas from AdNudging.com ApS
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Easy CRM with great G suite compatibility

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Fits with G suite and all Google products. I use Inbox by Gmail in which prosperworks has an extension which works well. It is a very polished product and what it does it does well.

Cons

Could use a bit more features like time tracking, better and more custom rules, and the pricing is a bit high.

Review Source
 
 

Kevin from Acceptiv
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

G-Suite Integrated CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pricing is great for small companies. We want a solution that can expand by users, but we don't want something that becomes significantly more expensive as additional users are less critical. We feel this is a great solution to include support staff on.

Pros

Seamless G-Suite Integration
Automatically generates profiles, bringing in information from the web such as LinkedIn and Twitter accounts.
Pipeline is very useful - extends Google functionality.

Cons

Only integrates well with one G-Suite account per user, you can have more than one account, but only one integrates seamlessly. This has been a problem for me as I am merging two companies and want to keep both brands.
No tablet app on Android.

 
 

Frederik from Honeypot
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Didn't fit our company requirements

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Fairly versatile - different departments could use it for a number of tasks.
Collects all the data you have.

Cons

Very easy to create duplicates.
Horrible horrible horrible data migration once you decide to switch products. They basically hold your data hostage.
Customer support was subpar.

 
 

Linnea from Huie Design
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Loving Prosperworks!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer service is really good and responsive.

Pros

The ease of adding contacts is great. You don't have to waste a ton of time with data entry. It's easy to use and intuitive.

Cons

I don't believe you can text contacts from the phone app, would like to be able to do that. We have had some issues with the way the contacts sync with our Google contacts - the type of phone number doesn't get relayed so you aren't sure if the number is a work or cell phone.

 
 

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

 
 

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.

 
 
 
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Showing 1-20 of 101

Frank from The Juice Plus+ Company
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

BAD EXPERIENCE

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

I did not like this software for network marketing. It did not work. I asked for a refund for the yearly subscription and was turned down with no compensation whatsoever. HORRIBLE CUSTOMER SERVICE. STAY AWAY! I am sure there are other CRM companies that will value you as a customer!

Pros

Nice layout and slick promotional marketing. It has good reviews for b2b sales. It is not designed for network marketing, which is why I obtained it.

Cons

I had a horrible experience with the company. I am a network marketer. To save money, I bought the yearly plan. I immediately saw that this was not really suitable for network marketing but was more b2b sales people. I asked for a refund having it only a couple of days and not using it. THIS IS VERY POOR CUSTOMER SERVICE. Most companies in a similar circumstance if the customer is not satisfied and did not use the product will usually issue a full refund.
STAY AWAY FROM THIS COMPANY!!

Review Source: Capterra
 


November 2017

November 2017

Found everything I needed to centralize opportunities and have a great overview of my 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

Automation and ease of following up with my sales.

Pros

Links seamlessly with Gmail, actually even allows to follow-up with emails directly in Prosperworks instead of going back to my mail account. It is easy to integrate and allows you to create email templates to save time.

Cons

The number of email templates is limited in the professional plan. To optimize, I have to make bilingual templates and erase the language that I don't need every time I use it. That is a little restrictive.

Review Source: Capterra
 

Jana from Jana Works, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

I really really wanted to like this system!

Ease-of-use

Functionality

Product Quality

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

I was really excited when I came across this system, it seemed like the perfect solution to what we were needing until we actually got into it and found that it just didn't serve our needs. The customer service was great. I appreciated how much time they spent to explain everything but we needed a company to work with us on how to make the system work FOR us. We use everything google so that was very appealing to us with all the integrations. For us to use this system, we would need to pay for others services on top of the monthly rate so it just didn't make sense. We were able to find a solution that works for our needs even though it's something that you wouldn't typically use in my industry. Thanks so much for all the help, ProsperWorks!

Cons

Again - really wanted this to work for us. It's a great system for companies. Unfortunately, it just did not fit within our company and the workflow we need to stick to.

Review Source: GetApp
 


October 2017

October 2017

Gmail's best CRM - with a GREAT onboarding team

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

Mobile, Simple, CRM
Gmail integration
Call Logging

Pros

We really appreciated the team taking their time with us. We are setting this up over a few locations and getting access to training sessions online and via conference call was really great.

We have android phones, are upgrading to Google Suite and are really excited to have a full service INTEGRATED CRM product that is not too expensive and also not too complicated.

CALL LOGGING is amazing!!
The app works really well and this helps us work while on the go.

Cons

We would love to see integration with caller identification software in the future.

Something like TrueCall

Also business card scanning would be amazing.

Review Source: Capterra
 

Paul from United Mobile Power Wash Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Prosperworks is an intuitive CRM that integrates with Gmail, Google Calendar, and Google Drive

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

Seamless integration with our existing Google accounts. We save time, money and headaches. It is a vast improvement over our former CRM, Salesforce. The transition from Salesforce to Prosperworks CRM was flawless and handled easily by our IT professional.

Pros

We like how well Prosperworks CRM integrates with Gmail, Google Calendar, and Google Drive. It's convenient and very intuitive. Customer service is always very helpful.

Cons

There are some functionality features that could be improved. But customer service is always very helpful.

Review Source: Capterra
 

Brian from Instinct Dog Behavior & Training LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Fantastic, modern CRM that my team enjoys using

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 process/client workflow management

Pros

Usability is awesome. My team loves using it. We also integrated it with Ring Central and that has been a huge bonus (and the main reason why we chose them). Their Zapier integrations are quite good and was easy to integrate with our other systems for workflow management.

Cons

It's new, which means sometimes it's not as configurable as others. But that also means that it's easy to setup and use.

Review Source: Capterra
 

Jay from Carolina Partner
Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Easy to use and product continues to add features

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

Tracking my activity with prospects.

Pros

I really like the way that Prosperworks integrates with Google Calendar and Google Mail. I'm able to schedule meetings on my calendar from within Prosperworks and it tracks my email correspondence with each contact and other activities as well. Easy to import contacts. Really like the ability to custom fields for the sales process and to provide tags to prospects and clients.

Cons

I would like to see more discrete data by activity type. Primarily can only get the number of times an interaction has occurred within the universe of a contact type. Would like to be able to drill down with more specifics, like the type of contact and text of notes written.

Review Source: Capterra
 

Miguel from OK Estudante
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

We have been using prosperworks as our main app for CRM and customer database

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 price is good for the service and it will fulfill most of the basic needs of a small business

Pros

I think the integration with other apps is the best thing about this software, specially the integration with google services, plus it give a good value for the money we pay

Cons

It is very limited, because it is too general, and it is really hard to customize for your specific problem or business

Review Source: Capterra
 

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.)

Review Source: Capterra
 

Nicola from Riva del Garda Fierecongressi SpA
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Easy to use for complete overview

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

Full integrated with G suite, mailchimp. Good mobile app. Easy to use for everyone. Not too many features.

Cons

At the moment I can say nothing bad about it. Maybe it could be a bit cheaper. Sidebar in gmail too big

Review Source: Capterra
 

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.

Review 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.

Review 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?

Review Source: GetApp
 

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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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.

Review 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?

Review Source: GetApp
 
 
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