Likelihood to Recommend 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.
Read full review As I mentioned earlier, HubSpot helps organize the sales leads we contact. It makes it more accessible from the angle that we do not duplicate our work by contacting the same client by two different people. In addition, we can track the work and add reminders to follow up.
Read full review Pros 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. Read full review Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens. Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting. Automation for follow-up : With its feature called "sequences", follow-up emails made easy. Read full review Cons 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. Read full review A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off) Read full review Likelihood to Renew 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.
Read full review To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
Read full review Usability 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.
Read full review I think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.
Read full review Support Rating 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.
Read full review Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
Read full review Implementation Rating 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
Read full review If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Read full review Alternatives Considered 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!!
Read full review HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.
Read full review Return on Investment 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. Read full review HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information. The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version. The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in Read full review ScreenShots