Aurea CRM vs. GreenRope

I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.

Incentivized

There's no such thing as a CRM that doesn't have its complications and headaches. I have tried a lot of them and ultimately like GreenRope heads and shoulders above the rest. GreenRope is particularly suited for small to medium sized businesses who do not have the budget or need for a SalesForce install, or the engineers necessary to make other CRM software work. If you want a more sophisticated system than an email responder like MailChimp or Constant Contact, you need to have a CRM. So ask yourself what you are looking to automate in your business and then go for a solution that has the ability to scale with you. A CRM is a commitment to long term growth and automation, and you should see it as an investment -- both in cash and in time. I don't have a programmer and have managed to get a lot of functionality out of GreenRope (all DIY). And I'm always adding to it with no limits in sight.

• customised and detailed query preparation
• offer creation
• creation of detailed activity reports

Incentivized

• GreenRope provides a full-featured application at ALL pricing levels. You don't have to 'upgrade' to get better features - you've got them all right away. I really appreciated this!
• GreenRope doesn't charge per user (i.e., administrator of the system). Other systems require additional fees when adding administrators to your account. GreenRope makes it easy for me to get help with the CRM by adding more of my people, without adding multiple fees.
• Customer Service at GreenRope rocks! They really want to help you get started well. The training and set-up calls are fantastic. For any support issues that have come up (usually newbie questions!) I've always received a prompt response. I can't say enough about their support.
• There are many ways for me to customize my data sets, for management and segmentation of contacts, specific to my industry and business needs.
• Dashboard customization - as a visual learner, the presentation of information on my screen is important to me, and GreenRope allows me the ability to customize colours, icons, and sizes of things in my dashboard. This is helpful for my creativity and productivity.

• slightly complex user interface and menu items
• very slow loading speeds particularly for mobile smartphone use
• missing information for current or next steps of the menu while typing or entering something

Incentivized

• The project management software - while usable in its current form - can still benefit from further development. But I've noticed that they are working on it, so it seems they are aware of this area of opportunity.
• This is a little thing, but I'd like the ability to drill into specific tasks from more areas, and mark them complete quickly or make notes on them.
• I honestly don't have many suggestions. I use their ticket system to make suggestions when they occur to me, and they tend to incorporate suggestions very quickly into subsequent builds.

They have monthly renewals, so at any time you can cancel and not feel like they are holding your money. Their customer support is easy to work with. Their ticketing system to communicate with you about service issues is fantastic(which is included in the monthly fee) allows you to track issues. We use the ticketing system and add it to our website. This gives people the ability to communicate with us 24/7.

Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.

Incentivized

It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.

I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.

Incentivized

Many times I have to repeat the issue several times before the person understands correctly. There was also an instant where support was not available when help was needed, had to wait for a response and it was a business day.

I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win

I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.

Incentivized

We chose GreenRope.com because they were the best fit. We already had a marketing email strategy with Constant Contact so choosing a CRM with those capabilities was very important when making our decision. Everything we were already doing could be in 1 place instead of needing to login to several different outlets to reach our goals and objectives. For example, email marketing (Constant Contact), website tracking (our Host), client tracking (spreadsheets), Calendars (Outlook), etc. Now we do everything, email marketing, track leads, have a work flow, track website visitors, post events and forecast all with 1 login. It's great!!

• positive impact for efficiency of indoor sales activies
• positive impact for better report preparation
• negative impact for mobile use

Incentivized

• It has helped us from an efficiency standpoint to organize, keep track off, and communicate with our contacts.
• We have high functionality and great features for a great cost.
• People with varying levels of computer experience can use GreenRope and many of its features.

Incentivized