Name: iProsper
Price: 22 USD
Author: Phoenix Prosperity

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Search

Enterprise

Accounting

CTRM

Financial Research

Financial Risk Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

3D Printing

API Design

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Data Pipeline

Database DevOps

DevOps

Disk Cloning

Fraud Detection

Integration Platform as a Service (iPaaS)

Interoperability

M2M Application Development

Managed Public Cloud Infrastructure

Network Performance Monitoring

Product Implementation Services

Relational Database Management Systems

SaaS Backup

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Attribution

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Enablement

Sales Training

Sales

Data Loss Prevention

Security

Awards Management

Construction Accounting

Construction Takeoff and Estimating

Digital Forensics

Fleet Management

Hospital Management

Insurance Agency Management

Veterinary

Vertical-Specific

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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 According to the vendor, the software is designed to help businesses transition from outdated and inefficient workflows to cloud-based, automated processes.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.

Essential

Professional

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CustomShow

CustomShow.com

iProsper

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Phoenix Prosperity

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

iProsper

Overview

What is iProsper?