Save your team from manual tasks

Automate tedious tasks & manual data entry so you can sell more, faster.

No more typing. Just hit enter

Manually entering and updating contact information is by far the most frustrating thing about most CRMs. We take care of this by scraping contact information and pre-populating it in ProsperWorks so all you have to do is hit enter—and poof, they're in! Plus, we analyze your recent conversations and suggest contacts you may have missed.

Every communication in one centralized place

ProsperWorks integrates with Gmail so every email, text message and file is attached to the contact. You’ll never have to find “that one” thread or remember to CC an email to keep your colleagues in the loop.

Drive Sales Track And Send

Send email right from your CRM

We’re willing to bet you and your team find yourselves sending the same email over and over again when communicating with leads and customers. Typing those one-off emails to answer frequent questions, greet new customers, or promote your service again and again can become tedious and time-consuming.

In ProsperWorks, you can use email templates and merge tags to send personalized emails on a small or large scale.

  • Decrease response time to leads and customers using pre-made templates
  • Keep your team consistent and on brand with shared email templates
  • Track and measure responses right from ProsperWorks
  • Significantly reduce the amount of busywork required to write one-off emails
  • Maintain high quality engagements with your customers at scale
Features Bulk Email V2
Drive Sales Track Engagement@2X

Track engagement with your emails in real-time

ProsperWorks sends an alert when someone reads your email so you can easily track engaged contacts and know exactly when to follow-up or continue the conversation.

Let automated actions simplify your workflow

It’s a lot of work to effectively maintain and manage your book of business. Whether it’s sending calendar invites, setting follow-up tasks, updating statuses, or sending out a proposal - we automate next steps so you can focus on selling. Not only are you getting time back, you’re staying true to your process.

  • After setting up a meeting with new prospects, you can automatically assign a follow-up task
  • Opportunities moved to demo can be automatically assigned a follow-up task to the entity owner
  • Automatically assign time-based follow-up tasks to reach out when a lead or opportunity has been sitting idle for a week
Drive Sales Automated Tasks

Get visibility into team productivity

Whether it’s a logged phone call, a new opportunity added, a completed task, or a lead status change, you get to see all the hard work your team is doing.

Drive Sales Get Visibility

Easily manage and report on different pipelines

Have different types of prospects or projects to manage? No problem. In ProsperWorks, you can set up multiple sales and business pipelines and build a customized process for each of them. You’ll be able to support different teams with multiple workflows and customize it to their exact needs! You can then track it all through our robust reporting suite.

Integrated VoIP Calling

Are you and your team wasting time manually entering phone calls and missing insights on which activities drive results? We integrate with the RingCentral phone system so you can make, receive and log calls directly through ProsperWorks with a simple click. With Click-to-dial and quick-log functionality, you will increase productivity and improve the quality of your data, giving you better insight into your conversion rates and enabling you to forecast more accurately.

Drive Sales Integrated Voip

Try it for free!

No credit card required. Start your 14-day free trial or request a demo today.

Get Started Free Request a Demo