GreenRope vs. Listrak

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.

It is definitely a contender if you run an e-commerce website. It connects with a host of different e-comm platforms (we use Magento) which makes product recommendations, purchase history/amounts, website behavior, etc. a lot easier to segment on and set trigger campaigns or targeted sends. If you're a B2B company, you probably won't want to use Listrak. The tools they have don't accommodate that segment as well as B2C, as many features would go unused since they simply don't make sense. I'm sure there are instances where Listrak would work just fine, but coming from that area previously, it is definitely a B2C tool.

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.

• Segmentation is one of my favorite features. We love being able to pull specific audiences and tailor our marketing to the individual customer.
• Importing and exporting lists is very self explanatory and easy to manage.
• The main dash has a great overview of your most recent messages and metrics.

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.

• It is rare that I have issues or feel like Listrak has an area to improve in. The company is constantly ahead of the market and making additions/improvements on a monthly basis. That being said ... I have one area to suggest improvements: COMPOSER
• Composer - Drag & Drop editor: Although their design software with the new 'Composer' is better than your average WYSIWYG editor, their drag & drop editor lacks some basic design tools that stunt your ability to design out-of-the-box email campaigns. I typically write all my email code, so this doesn’t necessarily affect me in a negative manner. But ... if coding emails isn't your strong point, then the lack of design features and limited template selection could be bothersome. (*disclaimer - I do not believe Listrak's drag & drop editor is garbage, but it does fall short when compared to some of its competition.)

Incentivized

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.

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.

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

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!!

The Bronto platform is so similar to Listrak in that it made no sense for us to move unless there were significant cost savings (there weren't). We are so intertwined with Listrak that it would be painful to move for the sake of moving. Klaviyo is very DIY which can be great. We find that we do our best work with hand-holding and account support.

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

• Increasing our awareness of effective marketing email campaigns
• Reducing the effectiveness of our campaigns due to the complexity of software and inability to cancel our contract despite being LOYAL customers for 2 years.