Does ProsperWorks integrate with Finaeo? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting ProsperWorks and Finaeo
What is ProsperWorks
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.
Benefits of using ProsperWorks
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.
Why should I use ProsperWorks
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.
What is Finaeo
Finaeo is a CRM that connects the insurance industry globally. Finaeo is the main technological partner for insurers, wholesalers, and consultants who wish to improve the customer experience.
Benefits of using Finaeo
Finaeo is a solution for the digital assistants and sales manager for financial consultants. Finaeo's intuitive interface eliminates the steep learning curve and allows financial advisors to immediately take action.
Why should I use Finaeo
Finaeo's cloud-based platform allows advisors to access their database anywhere and has interesting features like voice notes that you can leave for yourself after a client meeting.
Create new Finaeo
leads with ProsperWorks
leads with ProsperWorks
Thanks to LeadsBridge and Facebook Lead Ads, Quality Track Jobs put its message in front of the right talent, lowing the company’s recruitment spending and raising its profitability decreasing the cost per lead up to -42%