Excellent tool to keep suspects, prospects, and clients engaged.
What do you like best?
The ability to record short videos, keep track of the progress with the relationships, share whats been done with additions to the workspace, and have one central hub for all information/documents/chats. I really enjoy the integration with HubSpot. It easily builds the workspaces with the click of a button and allows me to track any progress within the app.
Regular checkins with my account rep for new ideas and tips is a great offering from Proteus.
What do you dislike?
That I'm not using it more. Also, I would like to see it in an app at some point and may increase the usage.
Recommendations to others considering the product:
My clients have loved this. They have a single point to store all information, can easily share access and information with other stakeholders, and makes a great first, second, third ... impression.
What problems are you solving with the product? What benefits have you realized?
Creating a warm entry into a conversation/relationship. If I can show a short video of myself before I meet someone, it expedites the engagement once in person or on Zoom as if it's not the first time you meet someone. It also prolongs the engagement with a followup post/note/video. Additionally, it separates from emails for information in one, clean storage file/area/portal.
