ProsperWorks CRM Pricing, Features, Reviews & Comparison of Alternatives

ProsperWorks CRM Reviews

ProsperWorks CRM

Built for Google, used by Google, and recommended by Google.

4.48/5 (98 reviews)
1,400     1,185

ProsperWorks is a customer relationship management (CRM) app that integrates fully with Gmail and other Google apps to offer seamless data interchange among these applications. The Gmail integration allows you too see all contact information associated with your emails directly from your inbox. This includes the contact's basic details such as company, job title and phone number, along with all interaction history and associated files and notes.

ProsperWorks also allows you to manage contacts outside of Gmail giving you a comprehensive view of the customer from within the ProsperWorks app. These customer profiles are automatically populated with data crawled from the web as well as file attachments pulled from your emails. The profiles show all your interaction history, a log of your emails, and all your past and upcoming calendar events. You can also make calls directly from these profiles using an integrated Google Hangouts button.

Along with customer management, ProsperWorks also offers opportunity management. You can see a visual representation of all your opportunities through a customisable pipeline that support drag-and-drop editing. You can use custom filters to drill deeper into information and the app sends you alerts when deals seem to be going stale. ProsperWorks also offers a pipeline progression report to see how deals are progressing from week to week.

ProsperWorks offers lead management In addition to customer and opportunity management. You can import leads from any of your integrated apps and see a list of all your leads with names, company, email, phone, status, and owner. You can use this feature to assign new leads and tasks to team members. The app offers suggested actions for follow ups tasks and you can use the Google Hangout interaction to make calls to leads.

ProsperWorks CRM Reviews (98)

Latest reviews

 A very helpfull CRM

Great customer service, a CRM that has everything you need and nothing else, you pay for what you need. I will continue working with this CRM and get more accounts for the rest of the team

Read the full review
Reviewed 16th of March by Eliezer De la garza

 

 Phenomenal Tool

After trying several other options, we did not believe that the tool for us existed and we were considering developing our own software. After finding ProsperWorks, we have had all of our needs met at a price that doesn't break the bank. The Google suite integration and the ability to "bolt on" ...

Read the full review
Reviewed 13th of March by Nate Olson

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ProsperWorks CRM Pricing

Starting from: $19.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)

14-day free trial, no credit card required.

Basic Plan: $19 per user, per month
Professional Plan: $49 per user, per month
Business Plan: $119 per user, per month

View Pricing Plans

Key Features of ProsperWorks CRM

  • Notes & tasks
  • Automatic file attachments
  • Automatic meeting logging
  • Customizable layout
  • Gmail integration
  • Sales pipeline visualization
  • Pipeline custom filters
  • Smart alerts
  • Android & iOS app
  • +300 3rd party integrations

ProsperWorks CRM Screenshots (6)

ProsperWorks CRM screenshot: Customer profiles in ProsperWorksProsperWorks CRM screenshot: Lead management in ProsperWorksProsperWorks CRM screenshot: Pipeline visualization tool in ProsperWorksProsperWorks CRM screenshot: ProsperWorks integrates with Google HangoutsProsperWorks CRM screenshot: ProsperWorks offers complete Gmail integrationProsperWorks CRM screenshot: See all your ProsperWorks' opportunites in Gmail

Specifications

Intended Users
Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, Web-based, iPad
Supported Countries
Asia, Australia, Brazil, Canada, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Forum, Knowledge Base, Online Support, Video Tutorials

Alternatives to ProsperWorks CRM

Benefits

Complete 2-way Gmail integration: View all your customer and team activity directly within Gmail, such as contact information, tasks, and files.

Automatic data population: ProsperWorks pulls data from the web and your emails and populates contact profiles with information and files.

Interaction tracking: ProsperWorks automatically logs emails, calendar events, and call history of calls made using Google Hangouts. Interactions are used to suggest new contacts.

Pipeline management: Get an overview of your opportunities through a visual pipeline with customizable stages, filters, and data fields.

Smart alerts and reminders: Get notified when deals are going stale, when follow-ups are overdue and when actions occur in integrated apps.

Customization and views: Use advanced and custom filters to drill into data. Customize columns, data types, and labels, and pipeline stages and fields.

Over 300 integrations: Prosperworks' integrations include Gmail, Google Drive, Google Calendar, Google Hangouts, MailChimp, Evernote, Wufoo, Quickbooks, Basecamp ,and more.

Who is ProsperWorks CRM For?

Videos

ProsperWorks CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#11 in CRM

View full ranking
64
13
16
17
2
16

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn
Eliezer De la garza

A very helpfull CRM

16/03/2017

Great customer service, a CRM that has everything you need and nothing else, you pay for what you need. I will continue working with this CRM and get more accounts for the rest of the team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate Olson

Phenomenal Tool

13/03/2017

After trying several other options, we did not believe that the tool for us existed and we were considering developing our own software. After finding ProsperWorks, we have had all of our needs met at a price that doesn't break the bank. The Google suite integration and the ability to "bolt on" to just about any other program with the use of Zapier makes it incredibly easy to use with any programs that you are currently using.

Pros

Google Suite integration, simple user interface, great training to get our team up to speed.

Cons

No internal automatic email, however using the Zapier integration and Gmail we have that option.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chuck Wood

First time user of CRM software

04/03/2017

I have never used any CRM software. Prosperworks is easy set up and use. I like the functionality of importing and exporting to iPhone and Google contacts. My next item is to connect Google Calendar with Prosperworks.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tyrone Botelho

Perfect CRM Solution for Our Small Business

01/03/2017

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Sandra Trimble

Easy,peasy

24/02/2017

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Denise Moore

Easy to use

24/02/2017

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Drew McWay

Highly Recommended Off-The-Shelf Product

23/02/2017

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Holly Ensor

Awesome Google Intergration

22/02/2017

I love that I can customize the fields for my prospects.

Pros

I love that this product integrates with my Gmail, google calendar and use Mail Chimp. When I send an email to one of my contacts in ProsperWorks, that email is automatically copied into that person's note section. I can also create a task to call or text someone on a certain day and a reminder will pop up in my email and also on my iPhone. I have the ProsperWorks

Cons

Wish it integrated with Google Voice. I use Google Voice to text people from my computer and wish it would automatically copy those conversations over to the notes for that person. Right now I am having to copy and paste all my text messages from Google Voice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Joseph Spicer

Prosperworks

22/02/2017

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Sarah Lashley

CRM review

17/02/2017

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more

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