iProsper

iProsper is a fully customizable business management system offered by Phoenix Prosperity. According to the vendor, the software is designed to help businesses transition from outdated and inefficient workflows to cloud-based, automated processes. It offers a range of productivity tools that can be tailored to the needs of small businesses, entrepreneurs, governments, non-profit organizations, social entities, self-employed professionals, and freelancers. The system caters to various professions and industries, including Financial Advisors & Planners, Placement Agencies, Financial Advisory Firms, Coaches and Consultants, and Life Insurance Advisors.

Key Features

Customize: According to the vendor, iProsper provides extensive customization options, allowing users to adapt the software to their unique business structure and requirements. Users can customize forms, fields, and filters to create tables, data sheets, and online surveys that align with their specific processes.

Organize: iProsper offers tools to sort, arrange, and manage contacts, client information, custom fields, and sections, helping businesses organize their data. Users can easily arrange any type of data in layouts and groups that suit their business needs.

Automate: The vendor claims that iProsper enables businesses to automate their communications and tasks, reducing the risk of missed follow-ups or customer contacts. Users can automate routines and workflows, saving time on paperwork and proposals.

Access: iProsper provides all-in-one-place access to data from any device, at any time. The system offers permissions and security controls to ensure appropriate access rights for multiple users, minimizing the risk of data misuse.

Tasks: iProsper includes a Tasks feature that allows users to schedule interviews, set reminders, and automate follow-ups. The system provides a centralized platform to manage tasks and prioritize work, according to the vendor.

Documents: iProsper allows users to create, store, and manage documents related to clients, employees, or suppliers. The system provides a centralized platform for easy access and retrieval of documents, as claimed by the vendor.

Automation: According to the vendor, iProsper offers automation features that help streamline business processes and save time. Users can create custom email templates and send automated emails to customers based on predefined dates or custom actions.

Data Tagging: iProsper allows users to group contacts and companies together using tags and add relevant keywords for categorization and easy retrieval, according to the vendor.

Customizability: iProsper provides extensive customization options, allowing users to customize forms, fields, and filters to align with their business structure and needs. Users can create custom layouts, tables, data sheets, and online surveys to suit their unique business processes, as claimed by the vendor.