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 I think if you have a very large brokerage and can afford to pay for a fully customized set up then it may be worthwhile. I would make sure you have a dedicated support team, not an account manager. In my opinion, the account managers are worthless and will not respond most of the time. We are on our second account manager in 9 months of using the system and cannot get in touch with him. In my experience, the account managers have no knowledge of how the system works or how anyone in real estate would want it to work. Obviously, I can only say this for the two managers we have had so far. I would steer clear of this system unless you want to spend a few thousand a month for a system that, I feel, will impede your business rather than improve it.
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 Not one thing! It sends unwanted canned responses to potential clients that you haven't approved. You must figure out how to use it to make them stop. This was day 1. If you like to learn using many many different videos to learn a product, then this maybe for you. 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 Their support is good, but wait times can be long. They want you to use their chat, but then when you ask your question, it can be a several hour wait time between responses. The people are nice and resolve your issue. But I think chat is for quick back and forth communication, not something with a long delay. Also, you can only really do it effectively on your computer, not on your phone. It's proving very tough to track leads from campaigns we are running ourselves. If your website converts a lead, it really just gives you the website source, and even that only some of the time. It would be great to create custom sources and have kvCORE track that traffic and lead via some sort of UTM tag or URL parameter. Some of the load times aren't great. When I load up my database, it takes a while to actually display. Also, when a lead is claimed in a pond, you have to refresh to be able to contact them. Then once you add a campaign, you have to refresh again to see the tasks that fire. This is a bit clunky. The app is great, but there is still some limited functionality. It would be great to access and claim leads from a pond on the mobile app. Also if you could get push notifications when new leads are added. Our time to lead sucks, and that's because kvCORE doesn't alert you super quickly. 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 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 It doesn't deserve a zero because you can access contacts and get reminders to contact them. In my experience, you can not use the system for proper communication with both prospects and their spouses.
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 I love kvCORE's support. Having the little chat feature in the bottom right of my screen the whole time I'm working takes away any stress or worry about using it. When I first started using it, I learned its features by clicking and trying things, and more than once I had to go into the chat support and ask how to undo or fix what I had done. I don't think I've ever waited more than 5 minutes to get a reply back and it being almost instant and right there on my screen allowed me to continue working and know immediately when my question had been answered.
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 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 Konversion and BoomTown are the only two I have used. Both have their things to recommend. Since I used Konversion, using kvCORE was simpler and I was able to upload my contacts seamlessly. This made adopting a new system easier and less likely to have a gap in contacting customers.
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 Because I am an EXP agent, I receive kvCore for $50/month so I have a $1550/month positive over any non-EXP agent. Great new lead follow up with automatic and realistic contact for a higher conversion rate that I couldn't do by myself. Read full review ScreenShots