Google Finance CRM

Leverage Your Client Information with a Google Finance CRM

We know that Google, as a communication platform, has revolutionized everything from finance and project management to CRM – all from Google’s single sign-on infrastructure. So imagine an app that has the ability to bring it all together…

ProsperWorks CRM has your answer to a solution that leverages customer communication, info, and management into a double duty tool the entire business can benefit from. By capitalizing off the G Suite powerhouse, ProsperWorks has become not only the recommended choice for a CRM app, but also the CRM that Google uses themselves.

Through customer data that flows from sales to finance, salespeople capture customer information in CRM first and then the data is pushed into the financial application to create rich complete profiles, exceptional client relationships, goals, and mapping. ProsperWorks CRM can transform the business to one firm that provides a unified customer experience across all lines of business and channels.

By blending all things G Suite with Finance and CRM, you achieve:

  • More closed deals by providing the right offer, at the right time, over the right channel using insights gained from CRM
  • Time saved and improved service by automating best practices at every stage of the customer lifecycle
  • Supercharged advisor productivity with instant access to client data and important tasks
  • Seamless integration with your existing workflow with G Suite including Gmail, Docs, Calendar, Drive, and more
Get the most leverage from your customer data and see how ProsperWorks can be your Google Finance CRM. Start your free trial today.

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