ProsperWorks CRM

ProsperWorks CRM

4.5 / 5 191 reviews

Who Uses This Software?

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

Average Ratings

191 reviews
  • 4.5 / 5
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service
  • 4 / 5
  • 4 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • ProsperWorks
  • Founded 2013

About This Software

ProsperWorks is the #1 Customer Relationship Management Software for G Suite users. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is super easy to use. If you can use Gmail, youll know how to use ProsperWorks.

Join the over 10,000 customers love using ProsperWorks and start selling more with the CRM teams love to use, today.

  • Account Alerts
  • Account Management
  • Activity Management
  • Activity Tracking
  • Appointment Management
  • Asset Management
  • Audience Targeting
  • Auto-Dialing
  • Business Rules Management
  • Buyer Management
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Recording
  • Campaign Management
  • Cataloging / Categorization
  • Channel Management
  • Client / Property Matching
  • Client Tracking
  • Collaboration
  • Commission Management
  • Communication Management
  • Competitor Analysis
  • Contact History
  • Contact Import/Export
  • Contact Management
  • Content Management
  • Contract Management
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer Lifecycle Management
  • Customer Pipeline
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Support Tracking
  • Customer Survey Creation
  • Dashboard
  • Data Management
  • Discount Management
  • Document Management
  • Dynamic Modeling
  • Email Marketing
  • Email Response Control
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • Forecasting
  • Goals / Quota Management
  • Graphical Data Presentation
  • Group Management
  • Health Score
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Knowledge Management
  • Landing Pages / Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Marketing Management
  • Medical History Records
  • Meeting Management
  • Modeling & Simulation
  • Onboarding
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Predictive Analytics
  • Presentation Management
  • Product Catalog
  • Project Management
  • Property Alerts
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quote Management
  • Quotes / Proposals
  • Referral Tracking
  • Relationship Tracking
  • Request Escalation
  • Revenue Management
  • Routing
  • Sales Approval
  • Sales Forecasting
  • Sales Management
  • Sales Pipeline Management
  • Sales Trend Analysis
  • Scheduling
  • Search
  • Search / Filter
  • Self Service Portal
  • Shared Contacts
  • Source Tracking
  • Statistical Analysis
  • Subscription Services
  • Survey Management
  • Team Assignments
  • Territory Management
  • Time Management
  • Training Management
  • Usage Tracking / Analytics
  • Warranty Tracking
  • Win / Loss Analysis
  • Workflow Management
  • XML / RSS

ProsperWorks CRM Latest Reviews

Automatically translated. Show original review

Too Glitchy and Poor Support.

4 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: Let me be clear, this product has great potential, and is almost good enough. But after multiple bad experiences with support, and an apparently stagnated development calendar, and very serious glitches, I suggest people stay away for a few years till this software can grow up a little.

Pros: What I like is the idea. This should be a great software. But the key features it lacks and the DISMAL support team make it not worth the money.

Cons: 1. Support is terrible. They use zendesk for their support and the people reading the support tickets seem to struggle with helping. Here are a few examples: a: We changed our domain name. All we needed to do was update our usernames to have the new domain on them. THEY COULD NOT DO THIS. I had to request this change - literally just updating our email addresses - 3 TIMES before somebody finally said it could be done. The first two people just said that it was impossible. The third person said it was do-able but it required adding additional users, and deleting old users, which unassigned all the work. Is it that hard to update a database? b. When one user made changes to the opportunity stages, we lost several opportunities even though the software claimed that opportunities would just be moved to adjacent stages. What's the point of sales software that loses track of opportunities?? When I reached out to support they said: "Unfortunately, there is no way for us to recover any deleted records in your account if this is already been accidentally or intentionally deleted by someone. [in other words, this is all your fault, not ours] We recommend exporting your opportunities/records weekly so you have a fresh back up when you need." Again, what's the point of using your software if we are supposed to keep the data on our side and normal use of your software causes it to break? Dumb. Dumb. Dumb. 2. Reporting is totally sales focused and doesn't help at all with regular task and project management. There is no way to see which team members are doing their work, or to generate reports on average time spent on tasks. Some valuable KPI data is not available in the sales related reports, either. Like how about we get a report to show the average time to close a lead? There is so much valuable data that we simply can't access. 3. Messy messy messy. The screen is just jammed packed with data, much of it useless, and it's difficult to find the data you want. Accordions inside of tabs inside of pop-ups? Really? Is that the best way to access the tasks associated with a client? It shouldn't take 3-4 clicks to get to a teeny tiny truncated accordion window of information. We should be able to see and sort through data related to a client within the main window. Bad design.

Automatically translated. Show original review

Extremely Limited

3 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: Tried PW for my insurance biz. It was a total waste of time. It took 20+ hours to set up for my business and did very little to help organize contacts/meetings/notes as I required. Also needed to be able to filter/search for data. Overall, it lacked customization. Wanted to add custom fields like birthdates. This proved impossible, as the date field required input via pop up calendar, so you'd have to click through every month to get back to January 1 1965. I talked to their support people for a total of 3 hours and the conclusion of it all was "the software can't do that and we're not going to implement that unless a ton of people ask for it." That should have been a red flag because it just got worse. Importing data is super annoying. If you have a google sheet you want to import, you have to download it as a CSV then re-upload it, and hope the fields match up. It also adds a bunch of tags to crap that makes a huge data mess you end up wasting hours to fix. The dashboard is a total waste of space. There is no useful information. The People section is basically a glorified Excel spread sheet. When you export your data it grabs the fields, but leaves all of the activity notes behind, so you cannot back those Custom filters are another massive failure. If you want to filter by X but exclude everyone who already has Y, it's impossible. I think an undergrad designed this system because it lacks advanced features severely. If you want to set up a daily to-do queue, forget it. You might as well use paper checklist or a spreadsheet. Another major problem is that it will pull info out of your google contacts and if you check the box for Sync with Contacts, it will completely destroy your hardwork in contacts. It deletes data out of fields, such as addresses and phone numbers. You have to pay for another software called Pieworks to fix that, but it's also terrible. A simple basic feature that should be included is not, and you have to pay yet another monthly sub for something really stupid that should be there. It has an app for android, and it was convenient when out of the office. You can pull up the contact and if you just had a meeting with them, dictate the notes into logging a meeting. If you need to call them, just tap their phone number, and at the end of the call PW is already logging your call, just enter the notes about topics of discussion. However, the app needs improvement in terms of the dashboard, such as calendar and to do list like a call queue or other service tasks. You have to submit tickets for every little thing. It's extremely annoying and waste of your time. I decided to cancel this, pulled all of my data out of PW and set it up in a spreadsheet. PW is barely more than a spreadsheet with a pretty interface. It's not worth the money. You might as well use something free -- or spend the money and get a real CRM with all the features you really need.
They will not let you cancel. There is no place to remove your billing information or cancel your plan. You have to submit a ticket and hope they answer it, but more likely, they'll ignore it because they are a greedy company that ignores the requests users make on their website for changes.
They claim they are the CRM google uses, but that's not true. This is a very immature piece of software that cannot handle a serious business with specialized needs. They may have partnered with

Pros: Interface is OK but needs improvement. The app was convenient, but needs a better dashboard.

Cons: High cost, lack of customization and features. Have to submit tickets for any help. Lack of training videos.