The number of user accounts allowed.
Streamlined to work with the entire portfolio of Google Apps, including Gmail, Calendar, Hangouts, Sheets, and Drive.
Access all your customer information and opportunities from anywhere with apps for iOS phones and Android phones and tablets.
Google Chrome Extension
Close deals from inside your inbox with the ProsperWorks Chrome Extension for Gmail and Google Inbox.
Email Send & Reply
Send and reply to emails, straight from your CRM.
Integrate with more than 150 software platforms across Accounting, HR, Marketing, and more using Zapier.
Manage your business with sales tracking across users, source, time period, and more.
Online support via Knowledge Base articles and email.
Plan for your business with sales forecast reports based on the deals in your pipeline.
Maximum number of records in ProsperWorks. A record is any entity such as a Lead, Contact, Opportunity, Company, or Project.
Personalize ProsperWorks to match your workflow with custom fields allowed for Leads, Companies, People, Tasks, Opportunities, and Projects.
Space available to store files and documents in ProsperWorks.
Email Open Tracking
Track when and how many times a prospect opens your email so you can time your follow-up when the customer is engaged with your content.
Get easy in-app updates and visibility into MailChimp mailing lists and campaigns. Add new leads to email drip campaigns and identify which emails prospects have received.
Automatically assign follow-up tasks to ProsperWorks users at any stage in your sales funnel based on action triggers.
Track user activity by number of emails sent, phone calls made or any custom activity type you choose.
Permissions & Visibility
Permissions & Visibility builds on ProsperWorks' core permissions capabilities, allowing for the formation of user "Groups" with differing levels of system visibility and access.
Leverage our API to connect your systems directly to ProsperWorks.
Easily set and track objectives for your team across a flexible set of time periods and metrics, including revenue, Opportunities won, Leads converted, and activities.
Motivate your team with a highly visual Leaderboard that quickly points out high and low performers.
Lead & Activity Insights
See which activities and lead sources are driving the most pipeline so you can maximize your sales team output.
Integrate with the RingCentral phone system so you can make and receive calls and automatically log notes in ProsperWorks.
Premier Success Package
Self-Service Support + dedicated account manager, standard smart start onboarding, quarterly account review, sneak peek into upcoming product releases.
Access to onboarding and support content via Knowledge Base, daily webinars, virtual smart start onboarding, Support requests via Help-Desk form.