Streamline your data management process with the ProsperWorks + Pareto Platform 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.

Pareto Platform CRM is a Microsoft Dynamics cloud-based CRM solution designed exclusively for financial consultants.

Pareto offers a mobile app for consultants and their solution does not require installation since it is based on the Microsoft back-end system.

Pareto has customized Microsoft Dynamics for the specific needs of financial consultants with integrated best practices based on the Pareto System Consulting Program.