GreenRope vs. Paycor

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's really great for us. Our payroll administrator retired and we decided to absorb that function within HR. Paycor takes care of the taxes and much of the extra details she had done previously allowing that transition to be possible. The software is easy to use and my managers have taken on more with timesheet review. If a company has really complex differentials it might not be ready for them, yet. We have one that I have to do manually but I'm hopeful they will be able to add it in soon!

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.

• Scheduling for management is well organized and easily visualized to ensure proper coverage while avoiding overtime or being over staffed.
• Scheduling for the employees is user friendly. Employees can easily request and view their time off. They can also view their schedule along with their team's at any time.
• Payroll is very streamlined. With scheduling and payroll in the same system, everything can be quickly verified for accuracy. All time sheets are kept within the system and then easily processed for payroll.

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.

• Customer Service is atrocious. We've had 6 Customer Success Managers in less than 3 years-hard to develop any type of rhythm in addressing and solving problems. They also utilize a ticketing system to report issues, but there is little to no communication of when tickets are actually resolved and what the resolution was-requires a ton of prodding from the client to get answers to emails.
• Integration with third party platforms (benefits for example) is also lacking. Issues are prevalent and take excessive time to resolve.

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.

The product is really good overall. The customer service is not the best and the benefits administration is kind of painful. However, the good outweighs the bad. We might get a different benefit admin system that can be integrated into Paycor. My controller doesn't want to switch anything for a [long] time.

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.

Unfortunately, Paycor has a major system issue that in my opinion needs to totally be reconfigured. The benefit module is not accurate and does not work correctly. The EDI feeds do not work and took over a year to be implemented and still were not accurate

Incentivized

I feel like Paycor is always up and running! If they are planning downtime, they communicate it clearly. Every once in a while, I get something that says the system isn't working but it is usually back up within the hour. I typically find by the time that the employees complain about it, that it is resolved within the system.

Incentivized

For the most part, everything moves super fast. There are a few sections (Expense Management) that sometimes take a bit to load correctly. Or if they are interesting, it takes a minute to talk to each other! But reports are quickly downloaded and available! Even data heavy reports run fairly fast!

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 feel like support will transfer you back and forth between departments and put you on hold forever. I believe it is very difficult to see the status of an open ticket. During my experience, it feels like the client has to push all communication and request updates from support regularly.

Incentivized

The online trainings are super helpful. They have user guides that you can read through, interactive training that will walk you through it as well as plain web based ones. I've actually never had an in-person training but all of the information you need can be found online. They also will do individual support training if you are struggling with a certain area.

Incentivized

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

Implementation of any new software is going to be challenging, especially if you are maintaining an existing program concurrently. When it is time for dual-processing (both old and new software) prior to going live, be prepared to be stressed. But trust the process and it will be over soon.

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!!

Paylocity was cumbersome and not very intuitive. I was constantly on the phone with them trying to figure out how to do something. I once called back 4 different times( because I didn’t believe the answer they gave me was how to do what I was asking), explained my problem the exact same way and got 4 different answers. So, I lost trust in the product and started looking for a product I could rely on.

Incentivized

I gave it a 10 because we only use it across one organization. However, it has allowed us to break it into multiple departments and layers of management. It is also easy for us to utilize across different locations but still under one master company. They have always provided us support when we decide to change something on an organizational level

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

• ACA - Great. It took us approximately two hours to complete, compared to the 40+ Hours it took us in previous years.
• Timesheet maintenance- this takes more time than it did previously.
• Reporting - Confusing and Difficult. Very little customization and has forced us to rely less on reports.
• Performance- Supervisors are spending 20% less time on performance reviews due to the easy of answering the questions.

Incentivized