Streamline your data management process with the ProsperWorks + AgileCRM integration

ProsperWorks is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities, and get a visual overview on your entire customer base. ProsperWorks includes email marketing, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Thanks to the sync feature with Google Contacts avoid you to update your contacts in ProsperWorks too. Once you’ve updated a contact, ProsperWorks will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

ProsperWorks also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, ProsperWorks will automate next steps.

Agile CRM is an all-in-one platform for managing customer relations. The next-generation cloud-based service is designed to provide a simple and mobile-ready use to get the most out of this tool.

Sales management Agile CRM’s features allow you to automatically create the right tasks for your team with the aim to close more sales, effortlessly. For example, by simply scheduling an appointment using the online calendar, sales team can automate the email follow up, tracking the leads’ activity and the whole customer’s journey. Marketing Agile CRM allows you to build automated campaigns to capture leads and drive them into your funnel. In fact, Agile CRM provides you popups, optin forms, email newsletters and much more.

The software is designed to provide you the most advanced segmentation tools for your lists. Depending on how your leads respond to your emails, you can assign them scores and custom tags, track email opens and link clicks. Helpdesk Agile CRM provides also a “helpdesk tool”, which enable business to provide a great and personalized customer service to their clients, in order to increase loyalty and understand their needs. Integrations Agile CRM integrates with the main third party providers, apps, social networks and softwares.