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ProsperWorks is a CRM built for users of Google’s G Suite.
Platforms: Browser-agnostic extension for Chrome; apps for iOS, Android
Ideal for: Teams, boutique brokerages, individual agents
Top selling points
- Google-based user experience
- Uses Google search automation to populate contacts
- Pure CRM, not weighed down with excessive features
- Use from Gmail or full web app
Top concerns
- ProsperWorks may require longer ramp-up for those not familiar with Google’s G Suite
What you should know
ProsperWorks is Google’s most recommended CRM for use with its G Suite of productivity software. It’s a color-coded, Gmail-powered solution for agents who don’t necessarily need the enterprise-level commitment and marketing prowess of tools like Top Producer, Contactually or Chime.
Hybrid brokerage Houwzer gives it high marks.
System functions: Details, Activity, Related
If you use Google for your calendar and email, you’re about 75 percent familiar with ProsperWorks.
Upon boot-up of the Chrome extension, the software uses your Google Contacts to populate your database and will immediately add its functionality to your existing Gmail inbox.
Hovering over an email displays a right column divided into three fields: Details, Activity and Related.
Details highlights contact information, which it finds by scraping the person’s email signature. There’s also a library of quick-search reference tags, which can be created for a host of characterizations, including ZIP code, home size, budget and mortgage qualification status.
Each contact is initially classified as a “lead” until marked as a “contact.”
Activity breaks down all forms of communication, including calls and instant messages. It allows for custom fields and notes, and use of the “@” command to assign follow-up tasks or assign the lead to another person.
The Related category includes the results of an automatic Google search on the person. This can include news articles, websites, video links and any other form of content that helps a person know more about someone else.
Related also entails calendar integrations for tasks and events.
Should you want to work outside of Gmail, ProsperWorks’ full web app expands the Chrome extension across the monitor, offering views and access of all contacts, events, tasks and calendar items.
Buyer and Listing Pipeline
The Google look-and-feel remains intact throughout the slick “Buyer” and “Listing Pipeline” features.
Each pipeline highlights progressive deal milestones in the lifespan of your Buyer or Listing contacts.
These workflows can be customized to match your internal processes, but common steps in a buyer pipeline would include House Search > Offer Accepted > Inspection Period > Negotiations > Closing.
Each pipeline is created according to each contact’s activity. Editable, drag-and-drop cards under each milestone contain the related details. It’s a nimble, visually-ergonomic interface.
Automated Actions
Users of ProsperWorks can also use its Automated Actions feature, which is rather self-explanatory. When a listing lead becomes a client, a task within a Listing Prep card to “take pictures” is put on your calendar.
Actions can be customized and assigned, as pipelines are designed upon setup.
ProsperWorks also comes with a rich set of standard reports and the ability to create custom charts.
Team leads and brokers can examine current or past performance per agent, office-wide and across any timeframe. If it’s in the CRM, it can be included in a report.
Other features include email tracking, VoIP (voiceover Internet Protocol) calling, forecasting tools, sales leaderboards and Google Sheets integrations.
Beyond the easy interface and “pure-CRM” approach, I like that ProsperWorks is light and can be put to use quickly.
Its developers will ensure that it will grow as Google grows, meaning users will be able to tack on more cool features and apps. ProsperWorks is also very reasonably priced.
Have a technology product you would like to discuss? Email Craig Rowe
