GreenRope vs. Vero Cloud

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.

Vero tends to play nice with companies that have their websites as the primary source of truth. This allows them to send as many events as they need and develop more complex workflows that introduce conditionality into Vero emails. However, for those that rely more on Salesforce, it might have more limited applications. The product is fairly easy to use, so it's easy for multiple people on the team to pick it up and do what they need for their respective groups. On the other hand, creating email templates will require some knowledge of HTML/CSS, unless those are copied from another source. That would require another product of course that provides more robust layout editing features and templates.

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.

• Email template editor allowed our developers to design emails to looks like beautiful marketing emails or basic personal emails.
• The Vero API allowed our developers to connect triggers and events from our visitors to kick start campaigns.
• Campaign flows were fairly easy to create and define.

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.

• While Vero offers some WYSIWYG editing, it's on the limited side, as it mostly allows you to edit copy, but not necessarily the layout.
• The UI/UX has improved dramatically over the course of the last few years, but it can still lag from time to time and experience sluggishness.
• While reliability is really good, it does have lapses from time to time that will introduce delays into emails being sent out. Once or twice, the system went completely down for a period of time.

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!!

Vero's price tag is far more attractive but for what you will find to be clear and obvious reasons. Vero has no CRM unlike HubSpot and Infusionsoft. Vero also has limited tracking unlike the seemingly endless possibilities offered from HubSpot which as we all know comes with at a significant cost, often not feasible by a small startup company.

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

• The overall costs of using Vero have been much lower than using two comparable products that handle transactional emails and newsletters, respectively. MailChimp has relatively recently integrated their Mandrill product for transactional emails, so that's worth looking at as well.
• Using a single product for many things lowers the learning curve, as team members only have to learn one product well, rather than several.
• While infrequent, Vero's outages have impacted our operations at times. If absolute reliability is crucial to your business, then you may have to find a larger provider with a more robust infrastructure. As mentioned, though, it hasn't been a big problem for us.

Incentivized