A CRM platform supports all the essential business requirements for useful results. And if your CRM tool for small business is unable to give you desired outcomes, Prosperworks can help you out. It is a CRM tool that manages all the business work from lead management to business analysis. The best thing is, it can be run with familiar tools as it integrates with all the Google apps.
It efficiently manages every information regarding a company, its people, people’ various social media contacts, projects, sales opportunities. It shows all the connected dots under the profile of a person, so you can never lose any connection or lead. Moreover, by connecting it to your Gmail, you can track who opened your email or who does not. It automatically links with all the relevant emails across the organization and hence, reduce the manual entry work. You can even make custom options regarding any of the resources like leads, opportunities, contacts, and others. Get your desired data in the way you want it to.
You can directly assign a project, task, or opportunities and share relevant files. Also, the app shows a pipeline progression report, which delivers the information about the progression rate and status of the deals from week to week. Google uses the CRM for better and balanced business management. Concisely, Prosperworks has got everything that manages the business efficiently and provides results as per the company running so you can plan better and receive the best.
Editions and Pricing
|Up to 5 users
|Any business size
Moreover, custom integration is provided by the app under Enterprise.
Capabilities and Supporting Set of Features
Add people and relevant information fast. You can assign work to people in the same interface like opportunities, tasks, files, and more. Share essential role and document to a person on the list and the app will show everything associated with a person.
For every opportunity your business receives or look, the app allows an effective and efficient place. Create custom opportunities doors and place relevant entries in them for quick access. It shows the kanban view of your opportunities, where you can drag and drop them as per the status. Moreover, the Pipeline Progression Report displays a clear and concise report with graphical representation. Get the smooth track of your exact financial numbers and opportunities. As a result, plan accordingly to grab the opportunities with benefits for the business.
The app allows a user to know who has opened your emails. With the chrome extension, you can easily track the Gmail’s emails. With smart tracking ability, you can be updated with your email contacts and see when to follow them back regarding the email.
One of the dominant features of the app is Reports. Here, you can see all the graphical representations of the business opportunities including pipeline, sales, and activity. From reasons of opportunity loss to an entity that increased the financial status, it shows all. Moreover, reports include broad and robust filters to track the specific information you need as per the requirement.
The app allows you add quick leads, contacts, tasks, projects, companies in the database with all the essential details. You can decide the visibility of these entities and also can attach tags to them. Moreover, it offers custom fields addition. In this way, you can never lose any attribute regarding relevant information.
The app does provide its mobile dedicated version for the users.
It allows integration with many apps, some favorite apps are:
- Google Docs
- Constant Contact
- Google Drive
- Google Calendar
- Google Voice
- Google Contacts
It provides support through a present knowledgebase, FAQs, community forum, and an option of direct request submit. Also, there is email support, phone support, online support, and tutorial videos are present.
Pros and Cons of Prosperworks
- Customized contact types.
- Custom filters.
- Robust analytical reports.
- Alerts and reminders.
- Easy interface with simple options.
- Wide customized settings.
- Unable to scroll down to the Gmail sidebar.
Read Also: CRM tools product review – Targeto
Prosperworks is one of the best CRM platform that handles each essential part of the business productivity. Organize your business data and follow up on every lead to stay updated and progress.
For more details, please visit Prosperworks website.