Ali and I have been using the ProsperWorks CRM for a few years to help keep our GreenMellen leads organized. It’s a great application, but with some other changes that we’ve been it’s become a bit redundant for us. Here’s a bit about how it works:
Clean up those contacts
The main thing that drove us to leave ProsperWorks wasn’t anything they did, but it was simply that we finally got Ali set up on FullContact to get her contacts organized. We signed up for the beta version of the “FullContact Teams”, so she can see all of our GreenMellen contacts in there as well. Their “Teams” system isn’t great yet, but could be quite an amazing feature in another year or so. Regardless, it does well enough to suit our needs.
With contacts now dealt with elsewhere, we really only used ProsperWorks for their “opportunity” system. I was familiar with Pipedrive, and we recently switched over to them to handle that side of things. It’s not quite as slick as ProsperWorks, but our monthly cost will go down from $128 to $12. It’s hard to beat that!
We simply use Pipedrive for their kanban-style “deals” section, and keep everything else in other systems. Here’s how it looks.
In the end they’re both great systems. ProsperWorks is very well designed, works great, and has excellent support. Pipedrive is a little rougher around the edges, but is much less expensive. Depending on your needs, they both could be a great answer for you.
What do you use to track leads and opportunities with your business?