Streamline your data management process with the ProsperWorks + DealTrak 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.

DealTrak is a platform that facilitates finance & insurance transactions in the automotive industry.

DealTrack helps dealers and finance brokers do over 200 finance, insurance, data and other value-added products and service providers, allowing them to offer compliantly and efficiently engine F&I products to car buyers.

This platform acts as a link between multiple systems with a simple, elegant technology interface that can be used for daily F&I administration, management and reporting activities by all parties. DealTrack is designed to meet both dealers and finance brokers in the automotive & leisure sectors, regardless of business size.