ProsperWorks amazing Gmail integration for small teams
November 01, 2016

ProsperWorks amazing Gmail integration for small teams

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with ProsperWorks CRM

We tested ProsperWorks for a few months and ultimately decided it wasn't best for us. It was tested by a small department, in prep for rollout across the org. The tool we were going to replace has been around for years and ultimately, we felt that Prosperworks wasn't as far as other CRMs in terms of feature development and integrations.

Pros

  • Email integration with Gmail/Google Apps: Feels very familiar if you're used to using Gmail and the other Google Apps, such as Google Calendar and Google Drive.
  • Pipeline management tool is flexible and easy to use.
  • API is easily extendable via a robust Zapier integration.

Cons

  • Calendaring integration was an issue we encountered as it did not create a task.
  • Strong de-dupping, click to dial, QuickBooks are integrations/features that need to be developed or improved.
  • Canceling requires emailing them and waiting to hear back.
  • Support: not as responsive as other support teams, maybe their model is to let the community answer questions and solve issues.
  • While we tested it out and it didn't work well for us, this CRM could be great for smaller teams (especially those launching). It's quite pricey compared to some other alternatives, so the only way to get ROI is if you're already using Google Apps, then Prosperworks will save you time vs. a learning curve with other CRMs that are not as integrated into Google and as intuitive.
We selected to test ProsperWorks and then switched back to Insightly because we had workflows set up and training created specific to Insightly. The cost for Prosperworks with fewer features than our current CRM made it easy to decide to switch back, at least for now. We might give it another shot when there are less high priority projects on the plate (maybe between Christmas and the New Year). Since then however, I have helped a friend choose Prosperworks at the outset of launching her new business. She had a lot of old contacts that she wanted to eventually nurture and needed a simple way to gather and consolidate lead information while working almost exclusively within Gmail. With Prosperworks she was able to discover new emails from past contacts, refine her standard email messaging to something more personalized and closed her first couple of sales via Prosperworks.

It's great for really small teams that don't have a legacy process to follow, especially if you are using Google Apps. For that type of company, there will not be much of a learning curve and the product will have the key features your small team needs. While it's quite pricey for what you currently get, I hear there's a lot of development going into the product.

Copper Feature Ratings

6.4
Customer data management / contact management
6
Workflow management
5
Territory management
Not Rated
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
5.3
Task management
5
Billing and invoicing management
3
Reporting
8
7.3
Forecasting
7
Pipeline visualization
8
Customizable reports
7
6.0
Custom fields
6
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
6.5
Role-based user permissions
6
Single sign-on capability
7
5.0
Social data
5
Social engagement
5
4.0
Marketing automation
4
Compensation management
Not Rated
4.0
Mobile access
4

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