Overview
iProsper is an office management system designed to transition businesses from outdated, inefficient workflows to a streamlined, automated, and cloud-based environment. While it lacks advanced reporting and analytics features, its comprehensive tools for organizing data, automating communications, and centralizing information lead to significant productivity gains.
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Starting Price
Custom
iProsper Specifications
CRM for Financial Advisors
CRM Software for Accounting Firms
Consulting CRM Software
CRM for Coaches
What Is IProsper?
iProsper is a fully customizable productivity tool designed to help businesses simplify workflows, enhance customer relationships, and manage operations more effectively. It enables users to automate routine tasks, centralize client information, and maintain access to their systems from any device or location. iProsper boosts efficiency, strengthens team collaboration, and adapts to the way each organization works, empowering users to focus on growth and client engagement over manual processes.
IProsper Pricing
iProsper offers the following pricing plans:
- Essential Plan: $27.50/user/month
- Professional: $55/user/month
Disclaimer: The pricing is subject to change.
IProsper Integrations
Who Is IProsper For?
iProsper software is ideal for professionals across diverse industries, including:
- Financial advisors and planners
- Placement agencies
- Financial advisory firms
- Coaches and consultants
- Life insurance advisors
- Accounting firms
- IT management companies
- Sales and service companies
- Architects
Is IProsper Right For You?
iProsper helps businesses centralize operations, automate tasks, and improve efficiency. Its flexible tools suit industries from financial advisors to IT firms. If you want to reduce manual errors, streamline communication, and access data securely from anywhere, iProsper provides a strong solution for workflow optimization.
Still doubtful if iProsper software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
iProsper Features
This feature allows users to fully customize the platform according to their business structure. From personalized client data sheets to drag-and-drop form builders, iProsper offers a flexible environment that adjusts to industry-specific workflows and unique operational needs.
This feature provides structured management of company data including contacts, custom fields, and documents. iProsper enables users to efficiently sort, access, and present critical information in tailored formats that suit organizational workflows.
This feature automates routine communications and workflow tasks using time-based triggers. Users can set up automated reminders, updates, and customer follow-ups, ensuring timely actions and reducing reliance on manual input.
This feature increases operational speed by minimizing repetitive entries and standardizing procedures. With automation tools and contact managers, it helps eliminate manual errors and improves consistency in service delivery.
This feature enables controlled data sharing with configurable user permissions. Organizations can ensure secure collaboration by defining who can view, edit, or delete specific records, while balancing accessibility and security.
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