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Lightweight, Easy to Use, Google Apps Integrated CRM
September 08, 2017

Lightweight, Easy to Use, Google Apps Integrated CRM

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ProsperWorks CRM

ProsperWorks CRM is being used across the whole organization to track our sales and manage our pipeline. It gives us visibility into the open opportunities so we don't drop the ball, make predictions about our future sales, and have visibility into our analytics. We also use ProsperWorks CRM to track our outstanding invoices.
  • It's really intuitive and easy to use. Not much training is needed to figure out the CRM compared to other products I've used before. This is great as it cuts down on training time for the team.
  • They are relatively responsive and easy to get hold of if there are any issues.
  • It's much cheaper than other comparable CRMs.
  • I have zero visibility into any of my feature requests. I submit them frequently to my customer success person and I don't know whether they are being worked on or will ever be worked on. I'd like to see some kind of roadmap.
  • The Google Sheets add on is a nice tool but it's frustrating having to continually refresh it, I wish it would just refresh daily by itself.
  • The analytics and forecasting is not very robust, it needs a lot of number fudging on the Google Sheets add-on to give you actionable results.
  • We had zero insight into our pipeline when we were using a spreadsheet, we couldn't see interactions any of our team had and it wasn't connected to our email. We now have a holistic overview of our sales.
ProsperWorks had the robust Google Apps integration, Forecasting, Roles/Permissions, and Opportunity Tracking and the price point was right for us. All of the other softwares we evaluated (except Salesforce) where missing one or more of the features. We didn't go with Salesforce as it was too heavy for our needs and the interface wasn't as user friendly as ProsperWorks.
Outreach, Asana, UberConference, Zoom, Slack, Instapage, Expensify, Skype for Business, MailChimp
ProsperWorks CRM is good if you want a lightweight solution to give you insight into your current sales that integrates completely with Google Apps and Gmail. You'll need to invest in something more robust like a Salesforce if you want lots of integrations, better analytics/reporting and more complicated work/user flows in your CRM.

Copper Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
7
Customer Service & Support ()
Not Rated
8.0
Lead management
8
3.5
Task management
3
Reporting
4
6.7
Forecasting
6
Pipeline visualization
9
Customizable reports
5
6.7
Custom fields
10
Custom objects
6
API for custom integration
4
8.5
Role-based user permissions
7
Single sign-on capability
10
6.0
Social data
6
6.0
Marketing automation
6
8.0
Mobile access
8

Evaluating ProsperWorks CRM and Competitors

  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
  • Analyst Reports
The most important factor in our decision was the ability to integrate into our workflow and how easy it was to update. As we are a Google Apps organization, ProsperWorks CRM was the most fitting for us as it has a seamless integration and it even has a gmail extension for your inbox.

ProsperWorks CRM Support

Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
ProsCons
Knowledgeable team
Problems get solved
No escalation required
Poor followup
Yes - Yes, I've reported a couple of bugs and they get back quite quickly and often have a workaround to help me get through the issue. I often sometimes report a bug and it's actually a user error and they are always pretty nice about trying to understand the problem and walking me through.