If you’re deep into using Google Apps it makes sense to get a CRM that smoothly integrates with Google. ProsperWorks is exactly that, designed for Gmail, Google Calendar, Sheets, Docs, Slide, Inbox and all other apps in the Google Suite. Combining ProsperWorks with Google Apps creates a powerful CRM platform that’s easy to use, readily accessible and light on the budget.
Even if you’re using the free version of Google Apps, you’ll find ProsperWorks only a minor additional cost and in exchange you’ll be enhancing your lead velocity and conversion rates.
This article walks you through the pricing of the app and details of all its paid plans. You’ll also see how each plan is different and which one could the best fit for your company. But first, let’s take a brief look at ProsperWork’s main benefits and key features.
ProsperWorks Benefits and Key Features
ProsperWorks is billed “the number one CRM for Google” and it’s not without a reason. It’s a third-party platform recommended by Google itself. The solution is applicable to various industries and across business sizes from freelance to large enterprise.
Its key features include:
- Email integration
- Sales pipeline
- Lead tracking
- Opportunity management
- Activity tracking
- Dashboards and reporting
The CRM solution allows field and pipeline customization so you can handle multiple workflows on one platform. For its focused functions, simple but useful UI and low capital outlay, ProsperWorks was granted a high score by our experts.
How much does ProsperWorks cost?
ProsperWorks pricing is charged on a monthly basis and is based on number of users, records, integration, advanced features and support level. There are three fixed price plans: Basic, Professional and Business.
Here’s how ProsperWorks is priced:
- Basic – $19 per user/month for teams up to five users
- Professional – $49 per user/month for growing businesses
- Business – $119 per user/month for big business
As with standard SaaS terms, you can scale up or down the price tiers every month depending on your needs. The vendor also offers a quote-basis enterprise plan for customized integration. You can also check our detailed ProsperWorks review for more details on pricing and features.
Pricing highlights and key differences
All plans are easy to set up. Just enter your email and you’ll be led to the setup wizard. Here, you can quickly connect the app to your email, add suggested contacts or import companies, deals or people. Intuitive popup tutorials will guide you through the setup.
The plans for ProsperWorks differ in five areas, which will be the key factors on your purchase decision:
1. Users
- Basic – up to five users
- Professional and Business – unlimited
2. Records
- Basic – 30,000
- Professional – 100,000
- Business – 500,000
3. Features available only in Professional and Business plans
- Email open tracking
- MailChimp integration
- Task automation
- Activity reporting
- Permissions and visibility
- API
4. Support
- Basic and Professional – self-service only
- Business – dedicated premier success package
5. Advanced features available only in Business plan
- Goals
- Leaderboard
- Lead and activity insights
- RingCentral integration
- Custom Report Builder with Sheets
Tip: Don’t just rely on users and records to decide which plan to get. Put your situation in context. For instance, if you’re using RingCentral, getting the Business plan makes sense even if you only have a few users. Same thing if you depend on MailChimp, get a plan that integrates with the mailer.
Other defining factors you can consider:
- Do you require dedicated support?
- Do you have an in-house IT team to leverage API?
- A leaderboard is most useful for sales teams
- Permissions are critical to operations with sensitive data
- Advanced reporting may be too much if you have a simple operation
Features shared across all plans
All three plans deliver the baseline CRM features benefits listed below. Generally, the higher plans offer more sophisticated tools where applicable, say, reporting and customization.
Google integration. There’s a familiar Google UI simplicity in ProsperWorks. The vendor doesn’t hide the fact that the solution mimics the tech company’s neat navigation and clean interface. If you’re used to Gmail, implementing ProsperWorks is a no-brainer.
Your Gmail contacts and messages are linked to contact management. Once the CRM is integrated, by downloading a Gmail or Chrome Extension plugin, you can send and reply to messages inside the platform. You’ll also be alerted for opened and viewed emails as they happen. Likewise, tasks and activities are visible in Gmail.
You can also integrate Google Calendar. ProsperWorks automatically connects past and future calendar events, including meetings and calls.
Basic reporting. Dashboards let you quickly see the lead funnel, pipeline activities, conversion rates, win-loss ratio and other sales activities on dashboards. This bird’s eye-view helps you to pace the milestones towards your goals. Note that you can do more with reporting in Business, such as, customizing the fields and integrate with Google Sheets in different ways.
Task automation. ProsperWorks free you from manual data entries. It scrapes contact details online, for example, Facebook, Twitter and LinkedIn profiles, and automatically populates your list.
Moreover, the CRM goes through your emails and analyzes conversations to spot contacts that you might have overlooked. The algorithm also suggests contacts for your message based on past emails. For instance, if you’re sending this month’s deals the CRM might surface contacts who have opened your promotional emails before.
Tasks can also be automated based on milestone, like when a deal is moved to a new stage in the pipeline. Or, you can auto assign tasks and follow-ups based on rules or time, for instance, a task alert is triggered after a dea sits idly for a week.
Sales pipeline. Expect the standard nuts and bolts to move deals across stages in the pipeline or track opportunities and lead sources. In Business plan you can build different sales and business pipelines with their respective stages and workflows. You’re able to support various teams using processes that match their activities. In fact, you can have both sales pipeline and basic project pipeline on one platform. The pipeline features drag-and-drop tools.
Get visibility into team’s performance. Activity tracking is present in all plans. By keeping an eye on your team’s productivity you get to improve overall business performance. You, as the manager or team leader, can see all logged calls, new opportunities and leads, won and lost deals and all other lead statuses. You can also filter search and drill down to details for granular solutions. For example, search for idle deals and find out what’s causing the bottleneck and address the issue fast.
Sales forecasting. A forecasting tool is integrated with the sales pipeline to help you predict weekly, monthly and quarterly sales. This feature gives you a clear picture of how much dollars are being poured in in the pipeline or how far you’re falling behind your targets. Use this tool to plan ahead and institute correct measures to nip financial snafus in the bud.
Mobile apps. All ProsperWorks plans are accessible via Android, iOS and Windows Mobile to give you “CRM on the go.” The mobile apps feature the complete edition of the cloud solution.
Comparison with ProsperWorks competitors
If you’re wondering how much ProsperWorks fares compared to other top CRM solutions, here’s a roundup. It doesn’t have the freemium of Streak. This free app though lacks the robustness of ProsperWorks Basic plan. Streak subscription starts at $39 per user/month, that’s twenty dollars more that the starting price of ProsperWorks.
On the other hand, ProsperWorks is four dollars costlier than Insightly, which starts at $15 per user/month. But ProsperWorks Basic allows for more records. Likewise, Insightly is only partly integrated with Google Apps. Its focus is more on email marketing.
Lastly, ProsperWorks is nearly the same as Nutshell CRM, which starts at $20. Both have identical features with ProsperWorks being a dollar cheaper.
Conclusion
If you’re deep into using Google Apps, it makes sense to get the CRM that’s tried and tested to smoothly integrate with these apps. The fact that Google recommends ProsperWorks only adds icing to the cake.
Why is FinancesOnline free?
Leave a comment!