Who Uses This Software?

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).


Average Ratings

232 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ProsperWorks
  • www.prosperworks.com
  • Founded 2013
  • United States

About ProsperWorks CRM

ProsperWorks is the #1 Customer Relationship Management Software for G Suite users. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, youll know how to use ProsperWorks. Join the over 10,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today.


ProsperWorks CRM Features

  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking / Analytics
  • Win / Loss Analysis
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Audience Targeting
  • Campaign Management
  • Marketing Automation
  • Medical History Records
  • Patient Communications
  • Patient Management
  • Physician Management
  • Predictive Analytics
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Campaign Management
  • Client / Property Matching
  • Contact Management
  • Customer Segmentation
  • Dashboard
  • Email Marketing
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis

ProsperWorks CRM Reviews Recently Reviewed!


Good for small business

Jun 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall good software and pretty cheap!

Pros: --Very easy to track sales, contracts, communication --Customizable fields within tasks and projects --Within those customizable fields, you have the option to make it a dropdown list, a simple text field, and more!

Cons: --I have not jumped in deep enough, but I'm hoping that the system has the ability to strictly unlink emails for certain accounts. We have employees that need to add, edit, and view information in ProsperWorks but not have any of their emails to the clients uploaded in the system. --Also, it needs to have the ability to activate/deactivate certain fields within projects and tasks. I would like to click on a task and have it only show the fields that are filled out, not any of the blank fields. There should be another edit button that allows you to enter those fields back into the task.

Shoddy, pointless

Jun 04, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: You would be much better off getting any other CRM. This is a complete waste of money and only integrates with Gmail which they don't tell you until after you sign a year commitment.

Cons: It is hard to use, clunky, lots of bugs, low quality, and doesn't integrate with anything besides Gmail

Short learning curve

May 31, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: Nothing worse than getting a new computer program and wasting lots of time trying to figure out how it works with your existing system and learning that you're not using all the functions or not using them efficiently. After all the important thing about most systems is that you use them not how fancy they are.

Pros: It is tightly integrated with commonly used Google products so you won't waste much time relearning things. The cost for a very complete system is reasonable.

Cons: I may be wrong but I don't think there is as much Human Assistance incorporated into this product as some others. I have not been using it very long and I guess on a positive note I haven't hit that many problems so I really haven't had to talk with customer support much

Amazing experience and great customer support

May 23, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Creating email sequences and getting timely reminders when to follow up with a client. I also like being notified as soon as a client has opened my email

Cons: Can't think of any cons, are my experience has been quite pleasant so far. Haven't used support so far, although I m regularly invited to join their webinars

Capterra-loader

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

May 18, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

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.

May 18, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Capterra-loader

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

May 18, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

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.

Used a trial version as test for tracking clients

May 15, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money

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

Awful, horrible

May 14, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality

Comments: 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.

The CRM that defines the true meaning of automation work.

May 13, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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

good but not great

May 10, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Useful, very expensive

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: Same as explained in survey.

Easy to handdle

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

Great value for the features compared to Salesforce or Redtail.

May 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

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

May 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Easy to use

May 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

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.,

Prosper G Suite CRM

May 07, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Good CRM solution

May 06, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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.

Overall top notch

May 05, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

Capterra-loader

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

May 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

How CRM's should be done

Apr 27, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

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...

Ease of use with create g suite integration.

Apr 26, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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.

The Only CRM Needed

Apr 26, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Capterra-loader

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

Apr 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

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.

Great CRM with easy to use interface.

Apr 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

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

Apr 24, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Basic CRM

Apr 23, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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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.

Good interface with Google apps.

Apr 21, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to custom fields for contacts and sales pipeline is a big plus. I also find it easy to import contacts.

Cons: Address and contact info do not populate automatically when a contact is added to an existing company in the database.

Overall: Pipeline and activity tracking is excellent.

Love prosperworks! Have tried many CRMs but this is by far the best.

Apr 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Seemless Google Integration, Great pipeline management, good integrations with all the other tools I use.

Cons: Sometimes the load time on date within some of the look up fields is a little laggy but that is not a biggy overall.

Overall: Helps the sales team easily stay on top of where everything is up to and as a business owner I can jump in and get up to date on a deal in real time thanks to the great google integration.

Propserworks does most things better than most CRMs

Apr 17, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Prosperwork is a cloud based Sales/CRM that functions very similarly to Base CRM. It functions on all desktop and mobile platforms.

Cons: There are some features like text interfacing and documentation that are left off the standard tool. You actually have to purchase more costly plug-ins to have complete functionality.

seamless integration with gmail - so can instantly import leads

Apr 17, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: a friend showed me this, and have not stopped using it! the gmail to crm tool is great - and saves me having to worry about doing manual prospect imports

Cons: the cost of the subscription is the biggest drawback. i don't see many other issues - i think any business size would benefit from this service

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

Apr 12, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: 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

fully integrated with gsuite

Apr 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When my work tools integrate into gsuite business tools. prosperworks works great out of the box

Cons: while this is a useful crm to get your sales team on quickly, there's a lot to be desired in terms of flexibility and managing your sales workflow. integrations outside of gsuite are also more difficult to come by

Capterra-loader

Prosperworks is the best and simplest CRM on the market currently!

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We have gone back and forth between Prosperworks and SalesforceIQ in our company. It is a tough decision between them because both are amazing platforms that fulfill a lot of the same requirements. We finally decided to go with Prosperworks and couldn't be happier. It gives us an amazing visual platform to see all of our deals in progress and more importantly, the ability to see status of deals we already closed. We can make sure that both deals in progress and closed deals are being handled and our clients are 100% satisfied. Awesome software!

Cons: The mobile app is a little slow sometimes but I am sure the Prosperworks team is working on it. Other than that, it can be expensive for larger teams.

Solid CRM

Apr 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: Cloud based software that is compatible with a bunch of email clients and Google. Overall, it is a pretty good CRM. It's nice to be able to run campaigns and be able to track the metrics such as email opens, etc.

Cons: Customer service is alright. I think it could be better if they hired more people on their support team.

Excellent CRM for sales (but not for marketing)

Apr 06, 2018
2/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Our sales team loves Prosperworks: It's very simple, easy to use, and doesn't require much administrative work (so they can spend the most time selling).

Cons: Prosperworks seriously lacks integrations with other software, and doesn't seem to be made to work with a marketing team (we use Hubspot, and even with the help of a dedicated agency, partner, we have yet to get them to play nice). This makes tracking leads through the full funnel very difficult.

I'd recommend Prosperworks to companies that are less worried about analytics and more worried about freeing their sales team from administrative work.

Prosperworks is the Best Gmail Integration CRM out there

Apr 04, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Instant parsing of gmail information into useable categories. User Interface with the sidebar is extremely easy to get used to and offers a long list of info at a glance. Integrates with Zapier for a powerful way to manage pretty much any activity.

Cons: As an independent, Unless you have at least 5 active clients/people you work with on a regular basis, it might not be cost effective. If you are using Zapier to integrate, you better know how to use Zapier because as 80% business person and 20% tech, I could not figure it out. However, there are consulting firms you can go to who will do the Zapier integration. But, although the integrations can be pricey, it is nothing compared to a salesforce and you still get to keep the gmail interface- (BigPlus for me as a lifetime Gmail user)

Beware, especially when it comes to pricing

Mar 28, 2018
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality

Comments: 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."

Used as my CRM for about 6 months

Mar 21, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I love that it integrates with Google and Gmail and would pull public information about contacts so you wouldn't have to enter that yourself. It is a very robust system that has a lot of functionality

Cons: The cost. Quite frankly, I couldn't justify spending that much for a CRM when there are other alternatives that may not be as "fancy", but will get the job done for a much less cost.

It is user-friendly and easily accessible on mobile devices

Mar 20, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: The software efficiently gathers data needed for business reports. I like how accessible ProsperWorks CRM is on mobile devices. It also offers ample opportunities to interact with team members. Following up with clients is a breeze and all client information is at my fingertips.

Cons: When there is a question customer service is difficult to access depending on the subscription package. For example, in certain packages, customer service does not have call-in telephone service available.

PW has been a great asset to my team and lead management. It is easily the central hub for my team.

Mar 08, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how my whole team can see past conversations, emails, and notes in one place. It is also a one stop shop for all of our client information. The Gmail integration is great as you never have to leave your gmail account.

Cons: The Gmail extension does lock up at times where I have to refresh a few times a day. When I go through my daily tasks the web browser portion slows down a lot where I have to refresh that page as well. If you have a task created and select the same date that it is due it takes the date off leaving the task in limbo. It took me a while to realize that I had a lot of tasks getting lost as I like to double check.

Overall: This gave us a central station for all our notes and clients.

President

Feb 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Easy to learn and lots of features and functionality

Feb 15, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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

ProsperWorks and Google Integration

Feb 08, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

Too Glitchy and Poor Support.

Feb 08, 2018
1/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: 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.

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

Feb 06, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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

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

Jan 25, 2018
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 1.0/10 Not
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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.

Trial

Jan 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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

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

Jan 18, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

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

Jan 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

ProsperWorks is the Best CRM system I have ever used

Jan 13, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

CRM 1.0

Jan 11, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Getting Better With Time

Jan 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Very intuitive for G Suite users. Chrome plugin is robust and easy to use. Overall a seamless interface on most levels.

Cons: No iPad app so on iPad pro the app won't rotate to landscape mode. You can log in using Chrome or Safari in landscape mode but the app would be better.

ProsperWorks

Dec 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

Great CRM for a Medium Size Company

Dec 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

User-friendly CRM for simple customer tracking

Dec 14, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Capterra-loader

BAD EXPERIENCE

Dec 13, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

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!!

Overall: 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!

Prosperworks CRM

Dec 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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

ProsperWorks for the independent Insurance agent

Dec 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

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

Nov 13, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Automation and ease of following up with my sales.

It's a joke

Nov 12, 2017
1/5
Overall
5 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
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.

I really really wanted to like this system!

Nov 09, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 4.0/10 Not
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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.

Maybe all CRM's have glitches?

Oct 11, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: 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

Gmail's best CRM - with a GREAT onboarding team

Oct 05, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Mobile, Simple, CRM
Gmail integration
Call Logging

Prosperworks is an up and coming CRM

Oct 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

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

Oct 03, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Like it's customization

Sep 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

ease and convenience

Sep 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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

Does a decent job

Sep 13, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

Great CRM!

Aug 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Fantastic, modern CRM that my team enjoys using

Aug 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Improved process/client workflow management

Easy to use and product continues to add features

Aug 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: Tracking my activity with prospects.

Easy CRM with great G suite compatibility

Aug 08, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

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

Jul 21, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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

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

G-Suite Integrated CRM

Jul 14, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Didn't fit our company requirements

Jul 05, 2017
1/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
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.

Loving Prosperworks!

Jun 22, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Easy to use

Jun 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Comments: 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

BEST CRM DATABASE

Jun 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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

Most Intuitive CRM To-date

Jun 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.)

Lots of Features, no phone support

Jun 09, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

Easy to use for complete overview

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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

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

Jun 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Prosperworks for a startup business...

Jun 05, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

ROI in before the free trial is over.

Jun 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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?

Disappointing Customer Support

Jun 03, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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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.

Overall: Gmail integration... but that was about it.

Ideal for sales teams that operate in G Suite

Jun 01, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Hands down ProsperWorks is the most well integrated CRM with Google Suite. The built in integrations means a ton less manual data entry, and GMail side bar make accessing contact and opportunity info quick and easy. I also really like the elegance and simplicity of the user interface and user experience across the side bar, web app, and mobile app. A particularly stellar features is the board layout of opportunities in the web app that makes project and pipeline tracking incredibly transparent. Lastly, their customer service is stellar. Within 10 mins of signing up for a free trial, I received a call from their support team and scheduled a demo with an account rep that has been extremely helpful and accessible throughout.

Cons: ProsperWorks is a CRM and only a CRM. While this may work great for sales teams, it may fall short for teams that manage and execute on projects throughout the entire life cycle who may require more robust project management, data capture, and reporting features. Integrations with other project management softwares are available through apps like Zapier, but it would be nice to have a bit more project management & reporting features under the hood.

Good CRM for Gmail

May 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Gmail integration and pipeline automation -- freaking sweet.

May 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Love the integration

May 25, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Loving the Prosperworks as a Real Estate CRM

May 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Great App for Small Busiensses

May 19, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Good Products for Small Business

May 19, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: Ability to manage my sales and fulfillment cycles.

Amazing Customer Service

May 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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?

I love this software

May 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

May 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My account executive is one of the best I have dealt with on any product or service in the twenty plus years I have been in business. I know he doesn't get it done on his own as he will reference how supportive his team is. I run several small startups. Seamless integration into and with our daily workflow is crucial. ProsperWorks makes it easy. I know that Google is a client of theirs. The nice part is that they treat me as professionally as they do Google. I guarantee it.

Fantastic solution with all the necessities

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

Prosperworks wins our CRM Search

May 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

easy to use; easy to fit

May 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

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

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

I'm still learning

May 09, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.