ProsperWorks for a real estate office
February 17, 2017
ProsperWorks for a real estate office
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with ProsperWorks CRM
We use it as the basis for our daily planning, contact management and follow up. It allows us to keep all our clients in one place, develop our own terms on which to follow up with them and log all our contacts with them. Additionally it allows us set up action plans for current sales and prospected customers.
- Allows leads to be separated from prospects and not cloud up your system
- Allows me to track where each lead is and who is following up and who isn't
- The notes section reminds me about our last communication
- The task lists keeps me on the ball
- Integrates seamlessly with gmail
- My biggest moan comes from when I wanted to work down a list of leads alphabetically and unless you open the contact in a separate window, you lose your place when you return to the contact list (ie starts back at "a").
- I cant quote hard numbers here as it's only been a few months
- I am training a brand new agent/ staff member with little business or office experience and she has mastered it quickly