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Greetings to all non Google Suite users! In today’s digital world, customer relationship management (CRM) software is a valuable tool to help businesses manage their customer interactions, sales activities and team collaborations. However, selecting the right CRM can be a daunting task.
If you are searching for a CRM solution that is easy to use, customizable, and provides robust reporting and analytical features, then ProsperWorks CRM may be the perfect fit for your organization. In this article, we will provide an in-depth review of ProsperWorks CRM for non Google Suite users and help you make an informed decision.
Introduction
What is ProsperWorks CRM?
ProsperWorks CRM is a cloud-based customer relationship management (CRM) software designed to help businesses manage their sales processes and customer relationships. It offers a wide range of features such as lead and opportunity management, email integration, activity tracking, and reporting tools.
What Makes ProsperWorks CRM Different?
ProsperWorks CRM is unique because it is designed to work seamlessly with Google Apps for Work, which means that it integrates effortlessly with Gmail, Google Drive, and Google Calendar. However, for our non Google Suite users, ProsperWorks CRM can also be used as a standalone CRM solution, which makes it accessible to all types and sizes of organizations.
Who is ProsperWorks CRM For?
ProsperWorks CRM is ideal for small to medium-sized businesses (SMBs) that are looking for an easy-to-use CRM solution with robust features and integrations. It can also be customized to meet the specific needs of different industries such as real estate, healthcare, and finance.
How Does ProsperWorks CRM Work?
ProsperWorks CRM is a cloud-based solution that can be accessed from any device with an internet connection. Once you sign up for an account, you can easily import your contacts, leads, and opportunities into the system. You can also integrate your email, calendar, and other apps to get a 360-degree view of your customer interactions.
What Are the Key Features of ProsperWorks CRM?
Some of the key features of ProsperWorks CRM include:
| Feature | Description |
|---|---|
| Lead Management | Track and manage leads from multiple sources in one place. |
| Opportunity Management | Manage deals and track sales pipelines. |
| Email Integration | Send and receive emails directly from the CRM. |
| Activity Tracking | Track all customer interactions and activities in one place. |
| Customization | Customize the CRM to meet your specific business needs. |
| Reporting and Analytics | Generate reports and gain insights on sales activities. |
| Mobile App | Access the CRM from your mobile device. |
What Are the Benefits of Using ProsperWorks CRM?
Some of the benefits of using ProsperWorks CRM are:
- Easy-to-use and intuitive interface
- Seamless integration with Google Apps for Work
- Robust reporting and analytical features
- Customizable to meet specific business needs
- Mobile app for on-the-go access
What are the Pros and Cons of Using ProsperWorks CRM?
Like any CRM solution, ProsperWorks has its pros and cons. Here are some of the most notable ones:
Pros:
- Easy to use and navigate
- Integrates seamlessly with Google Apps for Work
- Customizable to meet specific business needs
- Provides robust reporting and analytical features
- Mobile app for on-the-go access
Cons:
- Limited third-party integrations
- Not suitable for large enterprises with complex sales processes
- No built-in marketing automation features
ProsperWorks CRM Review for Non Google Suite Users
Setting Up Your Account
Setting up your ProsperWorks CRM account is easy and straightforward. Once you sign up for an account, you will be prompted to import your contacts, leads, and opportunities into the system. You can do this by either uploading a CSV file or syncing your contacts from Google, Outlook, or Excel.
Once you have imported your data, you can customize your dashboard and views to suit your specific needs. You can also set up workflows and automations to streamline your sales processes and save time.
Managing Leads and Opportunities
ProsperWorks CRM provides a simple and intuitive interface for managing your leads and opportunities. You can easily create new leads and assign them to team members. You can also track the status of each lead and see where they are in the sales pipeline.
Managing opportunities is equally straightforward. You can easily create new opportunities and assign them to specific leads. You can also track the progress of each opportunity and see where it is in the sales pipeline.
Email Integration
One of the standout features of ProsperWorks CRM is its email integration capabilities. You can easily send and receive emails directly from the CRM, which saves you time and eliminates the need to switch back and forth between multiple applications.
ProsperWorks CRM also provides email templates and tracking features, which allows you to see when your emails are opened and clicked.
Activity Tracking
Another key feature of ProsperWorks CRM is its activity tracking capabilities. You can easily track all customer interactions and activities in one place, which provides valuable insights into customer behavior and sales trends.
You can also set up reminders and follow-up tasks, which helps you stay on top of your sales activities and ensures that no opportunities fall through the cracks.
Customization
ProsperWorks CRM is highly customizable, which means that you can tailor it to meet your specific business needs. You can customize fields, views, and workflows to match your sales processes and reporting requirements.
You can also set up custom tags and filters, which allows you to sort and categorize your leads and opportunities in unique ways.
Reporting and Analytics
ProsperWorks CRM provides robust reporting and analytical features, which allows you to gain valuable insights into your sales activities and performance. You can generate reports on lead and opportunity status, sales pipeline, and team performance.
You can also create custom dashboards and charts, which provides a visual representation of your sales data and allows you to identify trends and patterns.
Mobile App
ProsperWorks CRM has a mobile app that is available for both iOS and Android devices. The app provides on-the-go access to your CRM data and allows you to manage your sales activities from anywhere.
FAQs
What is the pricing for ProsperWorks CRM?
ProsperWorks CRM offers different pricing plans that vary based on the number of users and the level of features needed. The pricing for the standard plan starts at $19 per user per month, while the professional plan starts at $49 per user per month.
Is there a free trial available?
Yes, ProsperWorks CRM offers a 14-day free trial for new users. This allows you to test the software and see if it is the right fit for your business.
What integrations are available with ProsperWorks CRM?
ProsperWorks CRM integrates with a variety of third-party apps such as Zapier, MailChimp, and QuickBooks. However, the majority of its integrations are designed to work with Google Apps for Work.
Is there a limit to the number of contacts, leads, or opportunities that can be stored in ProsperWorks CRM?
No, there is no limit to the number of contacts, leads, or opportunities that can be stored in ProsperWorks CRM. However, the pricing plans do vary based on the number of users and the level of features needed.
Does ProsperWorks CRM provide customer support?
Yes, ProsperWorks CRM provides customer support via email, phone, and live chat. They also have an extensive knowledge base and community forum where you can find answers to common questions.
Can I customize the fields and views in ProsperWorks CRM?
Yes, ProsperWorks CRM is highly customizable. You can customize fields, views, and workflows to match your specific business needs.
What types of businesses is ProsperWorks CRM best suited for?
ProsperWorks CRM is best suited for small to medium-sized businesses (SMBs) that are looking for an easy-to-use CRM solution with robust features and integrations. It can also be customized to meet the specific needs of different industries.
What is the difference between ProsperWorks CRM and Google Contacts?
While both ProsperWorks CRM and Google Contacts allow you to manage your contacts, ProsperWorks CRM is a full-featured CRM solution that provides additional features such as lead and opportunity management, email integration, activity tracking, and reporting tools.
Can I use ProsperWorks CRM without Google Apps for Work?
Yes, ProsperWorks CRM can be used as a standalone CRM solution, which makes it accessible to all types and sizes of organizations.
Can I import my existing data into ProsperWorks CRM?
Yes, you can easily import your contacts, leads, and opportunities into ProsperWorks CRM by either uploading a CSV file or syncing your contacts from Google, Outlook, or Excel.
Does ProsperWorks CRM offer marketing automation features?
No, ProsperWorks CRM does not offer built-in marketing automation features. However, it does integrate with third-party marketing automation tools such as MailChimp and HubSpot.
Can I generate reports in ProsperWorks CRM?
Yes, ProsperWorks CRM provides robust reporting and analytical features, which allows you to generate reports on lead and opportunity status, sales pipeline, and team performance.
Is there a mobile app available for ProsperWorks CRM?
Yes, ProsperWorks CRM has a mobile app that is available for both iOS and Android devices. The app provides on-the-go access to your CRM data and allows you to manage your sales activities from anywhere.
What is the refund policy for ProsperWorks CRM?
ProsperWorks CRM offers a 30-day money-back guarantee for new users. If you are not satisfied with the software, you can cancel your account within 30 days and receive a full refund.
How can I cancel my account?
You can cancel your account by contacting ProsperWorks CRM customer support via email, phone, or live chat.
Conclusion
Overall, ProsperWorks CRM is a powerful and easy-to-use CRM solution that is ideal for small to medium-sized businesses. It provides robust features, integrations, and analytical tools that allow you to manage your customer relationships and sales processes more efficiently.
If you are a non Google Suite user and looking for a CRM solution that can be used as a standalone system, then ProsperWorks CRM may be the perfect fit for your organization.
Don’t just take our word for it, though. Sign up for the free 14-day trial and see for yourself how ProsperWorks CRM can help you manage your sales activities and grow your business.
Closing or Disclaimer
While we have made every effort to provide accurate and reliable information in this article, we cannot guarantee that all the information is free from errors, omissions, or inaccuracies. Prospective users should conduct their own research and due diligence before making a decision on whether or not to use ProsperWorks CRM.
Neither we nor ProsperWorks CRM are responsible for any damages or losses that may arise from the use or inability to use this software.
