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February 01, 2019

We were looking for a marketing tool that would allow us to have a lot of contacts and we found that GreenRope was a great solution. GreenRope is priced for the number of contacts we can have in our system. I also like the ability to track and update contacts and the ability to integrate with our CRM. We run our pipeline report through this software and we are able to track sales conversions.
- Great price for the services you get.
- The functionality of a top-level CRM.
- Fast response time for the support team if we run into issues.
- The system isn't very intuitive to use.
- It is highly customization, as a result, has a steep learning curve. It is more than just a casual CRM system.
- I've also had some challenges exporting data.
GreenRope is used to send out email correspondence regarding updates at our firm to clients and potential clients. We also use it to send to large candidate pools as a recruiting tool.
- The metrics/data is very helpful in helping us understand what subject lines/content engages our readers.
- Easy to use, seamlessly send out coordinated emails.
- If we could send out immediate large email blasts instead of having to schedule them in advance that would be a nice improvement.
November 06, 2017
Greenrope is great for a company that is small, medium, or large. As a consultant and coach I find that greenrope has multiple uses including creating and tracking with email campaigns, working with affiliates, and client management. I'd recommend the free demo to see if it's a fit for you.
- I love the email tracking reports.
- The support is amazing and well worth it.
- Hot prospects tab allows me to sort warm leads easily.
- Greenrope can continue to improve its UI; however, I've been super happy with the changes they've made this past year.
April 27, 2016
We use GreenRope to keep track of everything about our customers. Every inquiry, every sales call, all their orders. We are a Start-Up company of 4 years. GreenRope has proved easy enough to get started with that we were able to make use of it within days of getting going. First we tried Salesforce. It seemed great if you were a big company. Not even a phone number for little guys to call. Next we tried Infusionsoft. Seems like it was a great program until they did a big platform switch just about when we came on board. Every thing I wanted to do they would say, "oh sorry, you cant really do that yet." With GreenRope, everything that I expect to work, works. And it is easy and reliable.
- Easy to get going with. They were great help in importing data from infusion soft. Great people to work with in training.
- Low cost. This program is affordable for us little guys. Does what you need. Cost less than half of infusion soft for more.
- Powerful. It lets me do all the things that I want. They are responsive to new feature requests too. When you make a suggestion you feel like it is heard and appreciated.
- I would like to see deeper email integration. I believe it is soon on the way.
November 11, 2015
GreenRope is being used as our Customer Relationship Management (CRM) system. GreenRope puts together many aspects we need for email automation, drip campaigns, email tracking, website opt-in forms and such, all in one place. There's much more that GreenRope can do for us as well, with conversion tracking and even brand reputation that we haven't even touched on yet. The system is growing with us - as we find a need, GreenRope already has a module in place to help us with it.
- 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.
- As we've never used a full-featured CRM before, there was a pretty steep learning curve on how to get our data in and working for us. The training GreenRope provides is helpful, but the user interface still took me a while to wrap my head around.
- One assumption made during GreenRope setup was that we'd be relying heavily on a custom GreenRope website. We primarily want to keep all of our traffic on our current site, so there was a bit of confusion to begin with.
- GreenRope is heavy on the marketing side of things (sales leads, conversions, etc...) which is excellent, but a bit overwhelming when we just wanted to get in and get started with a simple email drip campaign with some email tracking. We're leaning, though, and appreciate GreenRope's continued efforts to bring us up to speed on the marketing stuff.
We used GreenRope to send marketing e-mails to all our customers. Using GreenRope made it easy to manage a large amount of emails for marketing purposes and to stay in touch with customers that may return for more services. The user interface made the service superior to email. It's a simple layout that is designed for marketing purposes.
- The simple User Interface.
- The focus on marketing.
- The ability to communicate with so many people at once.
- Recommendations for marketing etiquette.
December 28, 2018

GreenRope is being used by our sales department. Being a small company we were looking for an integrated software that simplifies sales and marketing. It is an all in one CRM software that includes website landing pages and integration with other applications and analytics.
- Great customer support.
- Easy to use interface.
- Great price
- The only thing I can say is that it has so many features that I do not think I have had the time to use and evaluate. I think I am probably missing out of a lot of great features.
- GreenRope has many email templates but seem to be directed to specific industries like retail, restaurants, etc. Would like to see more email templates.
June 03, 2015
I use GreenRope as the CRM for my company. We use it to capture leads, follow up with clients, communicate with email broadcasts and drip campaigns, manage contacts and for tracking/metrics. I also use the internal wiki for my team in lieu of an intranet so that we can track case assignments and all contribute to firm-wide legal research.
- GreenRope is an affordable alternative to Infusionsoft, which I used to use, with more functionality.
- GreenRope is feature rich. I was able to completely replace several pieces of software. Not only is that more cost-effective, it is hugely efficient. I'm in GreenRope all day long and have built many of my sales systems around it.
- GreenRope is easier to use than other CRM software so I have had less fights with my staff to get them to adopt it than with past software.
- GreenRope's customer support is absolutely top-notch. They are responsive and genuinely helpful.
- GreenRope is constantly coming up with improvements. I love that they are innovating, improving and integrating with partners on a regular basis, as it solves my problems.
- I have only one real area of frustration with GreenRope: their forms code. I use WordPress for my website and do not want to use GreenRope's hosted website templates because my site is big. But when I drop their forms HTML into my website, they don't tend to look very good and they require a skilled coder to fix by hand as they don't play nicely with my CSS. So I use a plugin to skin the forms, which took some finagling before I got it to stop throwing errors. Similarly, I have trouble trying to integrate it with my lead pages software (ClickFunnels) -- and the comment from ClickFunnels' engineer was, "that's not a form, it's more like an entire website!" That's a bit of an exaggeration, but I wish they would give you HTML that doesn't include styling.
- I don't like GreenRope's scheduler and events app. I wish they would integrate with a scheduler software (I use Acuity) and an events software (like Event Brite) instead. It's not a big deal however.
- GreenRope has made the decision to not allow you to send attachments through their email service for security reasons. I understand, but I wish I had that option.
March 18, 2015
I chose GreenRope for my organization to manage our marketing and sales activities and to coordinate business communications. My company employs a distributed workforce, so collaborative hosted tools are essential for us. It is used across the organization: CRM for everyone, marketing for each of our divisions AND for some of our clients, job tickets for our marketing support group, document hosting and management for our business education/mentor group. Each of our divisions uses the project management tools.
- Email management: The tools in Greenrope provide a very broad range of both private email and mass/marketing email tools - broader than the standalone email marketing tools like Constant Contact and Mailchimp. I like how it integrates to our Gmail for corporate visibility to all customer communications. The ability to schedule drip campaigns, RSS feeds, and very targeted email strategies is also a huge plus.
- CRM: The customer management tools give tremendous visibility to all our customer activities, facilitate assigning specific employees to specific tasks and activities, and allow us to see the number and value of the activities each customer is engaged in through lead scoring. Greenrope keeps us on top of customer needs and wants.
- Social integration. I love that our customers' social activity with us across all our social channels is included in lead scoring and visible in the customer panel. Quantifying social media activity is critical, and the social integration in Greenrope helps us do a better job of that.
- 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.
June 04, 2015
We use GreenRope as our CRM system, using it to track new leads from first contact to successful sale, [our] mailing list or do not contact list. We also use GreenRope to track our monthly newsletters seeing which contacts have the most interest in our different services and target those services in future communications with that contact. GreenRope makes it easy for us to keep top of mind with all of our past, current and future clients.
- Tracking and Managing new leads.
- Easy to generate Newsletters.
- Intergration with LinkedIn, Facebook and Twitter.
- Load times such as switching from one tab to another takes much more time then it should, it causes some frustration when trying to quickly tackle mulitple tasks.
- Overly complicated in some areas, we generally only use the basic functions of Greenrope as some of its features such as automation take time to become familiar with and we frankly don't have the time to spend on figuring it out.
June 02, 2015
I am a small social media management agency and I use Greenrope for CRM, email marketing, and surveys primarily. It is used by myself and my VA only at this time. Greenrope helps me house my CRM, marketing automation and funnels, and sales system all in one place.
- CRM
- Lead Scoring
- Marketing Automation
- Social Media Integration - Could include more social networks.
- Integration with third-party apps. It has everything I need currently, but there are some other integrations that would be nice, such as with Google Analytics.
GreenRope is used by our Executive, Marketing and Sales teams primarily. It addresses several tasks in our day to day activities. All contacts are stored and processed through various sales phases from New Contact to Sold. All client online activity is tracked: email, social media, and website visits; giving us indicators on their interest level. We use the Email Marketing features weekly or even more often at times. We can track our emails, find our hot prospects, watch the forecast of business graphs and make decisions based on all the data that GreenRope provides from our initiatives.
- Email Marketing. Easy to use, easy to send, easy to track all help in our forecasting for future implementations. Place clients on drip email campaigns that are automatic and give the client more information that they are seeking. Email broadcasts such as newsletters or weekly updates, success stories etc are shared to our 20,000 contacts at the click of a button. All are trackable too. We can see who is reading, clicking or unsubscribing right from within GR's email tracking features.
- Web tracking. Our website is integrated with GR, so we can see all data pertaining to visitors, the pages visited, time spent at our site/pages and much more without going through our host. If a visitor is a contact/client within our system the web activity is listed in their files within their CRM of GR, If they are not a known contact than we know how many random people are visiting our website too.
- Sales Team work flow. All of our sales reps have a work flow to follow within GR. As an Executive I can see which phase all clients are in at any time. I can go into a particular contact and read the history of any client I wish. This feature also helps us when a sales rep is on vacation, sick or leaves the company. That gives us the ability to pick up right where they left off with accurate records of communication right within GR. We effectively work with the client going forward. Also, sales reps can set reminders and log client activity. We have been able to realize when a sales rep is not working (our sales team works from their homes) or working on their reminders, going MIA for days at a time, you know what I;m saying. With that information we can address the situation in a timely way, conversing with the sales rep and decide how to proceed with any reprimands or the overall business relationship.
- Sign Up forms and Website integration. With GR we have implemented several trackable sign up forms that are functional through our website or email. For instance on our website, visitors can sign up for our newsletter or an online tour of our services by filling out the form. From their we receive the form and begin the work flow. We can set automatic responders to any email or call to action that a visitor makes. If one fills out a form, we can place those visitors, clients, users on applicable drip email campaign/s pertaining to their interest/activity on our website or email call to actions. Those potential clients are now getting automatic emails/further attention that they desire. They often end up being sold clients. Emailed forms such as our Team Up forms get our clients to sign up for our services online. They can pay their start up fees online through our payment system or by sending us a check as that form has a sequence of followed events once it is filled out by the new client.
- Email templates are sometimes tricky to use or customize. We have made several requests for changes and enhancements that have often been implemented by the GR development team.
- Often times we want to send a specific email to our clients in the awaiting decision phase. We don't have to ability to select them all and send them 1 broadcast email. Instead we have to go into each clients within that phase and send them the email individually. That becomes cumbersome and time consuming on our sales team.
January 14, 2015
We use GreenRope throughout our entire company from following and communicating with new client leads to website tracking and finally through email campaign messages and using surveys after working with them to find ways to improve our operations internally.
- Greenrope's dashboard is great because it gives me a snapshot on what is happening right now and notifies me on what needs to get taken care of right now. For instance, what phone calls do I need to make this morning or what events I need to prepare for in the afternoon. It also keeps track of what other employees are doing and how close they are to finishing current projects.
- Gives me an up to the second picture of who is interacting with me from email reads or website clicks. From this we can find out which webpages and content is most important for our clients. We can also look at what webpages work for a client and what drives them to make an appointment.
- Greenrope is robust and able to automate tasks eliminating errors made by our employees.
- I love Greenropes interface on the computer and would like to see their iphone app look and behave similarly.
- I would like to see Greenrope have the ability to print greeting cards from my contact list and mail them.
May 02, 2015
We are using GreenRope to manage drip campaigns, customer lists and sales calls; sign up widgets and create small information web sites etc. Everyone in my company is using this product and it is a time saver. It keeps all of our contact data current, manages our marketing and allows our small team to collaborate on projects easily.
- I love the drip campaigns - now that I have the hang of how to set them up
- Lead management is another song suit of GreenRope
- Keeping my team on the same page with workflows and wikis is also another strong advantage of GreenRope
- There is nothing I would change about GreenRope so far, it's a steep learning curve.
We currently use GreenRope as our CRM and auto marketing for a small advertising website. It helps us automate our followup on new signups and reminds them to come back and visit. In addition we use it to send out our newsletters. The website feature with the built in store has allowed us to start selling our products.
- Easy to navigate
- Friendly customer service
- Robust how to videos
- Better forms to have users input data
- A better campaign setup menu
January 28, 2015
Used across entire organization. It serves as an all-in-one CRM / MA platform. Importantly, it has automatic lead-scoring to quickly identify high potential conversion candidates.
- Automated lead-scoring
- Cross-functional support e.g., supports email marketing as well as social media marketing, etc.
- Effectively tracks prospects activity and provides individual email marketing performance.
- Email marketing - email templates are inflexible and don't come close to Constant Contact email features - very difficult to message efficiently. This is probably the platform's greatest drawback.
- Documents as attachments for email marketing can not be loaded as a simple, universal PDF. They must be converted to a file format for GreenRope.
- CRM record templates need to add other information about a prospect and provide automated follow-up reminders.
- Communication Track Management - GR uses the lead scoring to trigger an alternate content path. There appears to be no way to use a single content action to trigger an alternate content path.
January 14, 2015
We use Greenrope as our CRM and Project Management platform to track everything from leads through to installation. We intend to roll it out for our marketing, as well, to replace Constant Contact for eMail Marketing. We use it across all departments in our company.
- Good for tracking activities
- Good for building and tracking a Sales Pipeline (opportunities) across different phases or stages
- Good for creating and tracking status on projects.
- Easy to customize
- Would like to have more than one Admin
May 01, 2015
Our business uses GreenRope to communicate, organize, track, and report our client communications. We also resell the product for lead generation via digital marketing in multiple formats.
- Groups - allows us to easily navigate and separate our multiple client groups, as well as our clients
- Tracking - it is important for us to track activity
- Lead Scoring - we use this feature to gauge client interest and effectively/appropriately follow up on sales leads
- Video tracking
- User access - allowing for master user access (you need to manually tag people to groups)
- Workflows - make these less awkward
March 18, 2015
It's being used across the whole organization. Potential customer follow-up.
- The starting price is good for what you get.
- Ease of use is good.
- Support is excellent.
- Must save contact then close content. Should be one click but it's two.
- Took a very long time to transfer my data from SalesForce.
January 28, 2015
Greenrope provides the CRM, email marketing, and business development we need to grow. We use it across the organization to manage our network and customers.
- Integrating contacts with other functions
- Tracking emails especially with contacts and the effectiveness of our email marketing and communications.
- Web site integration is good but could be easier.
I use GreenRope to manage contacts, events, and employee and customer activities. It solves the business problems involved in tracking communication and opportunities between employees and customers. It has enterprise functionality at a fraction of the cost of "big box" customer relationship management products.
- Contact management and grouping
- Event management and attendance
- Opportunity tracking and followups
- UI Design
- Customized interfaces
July 25, 2015

GreenRope is being used by my organization as a whole. It addresses the following business problems: e-mail marketing, relationship management with clients, project management tracking, and taking all of these manual workflows and automating them.
- Automation for e-mail marketing
- Centralizing Client Data
- Managing Projects Across Multiple Users
- In my opinion, these are strengths because GreenRope has found a way to take all the business tools a small company and/or entrepreneur needs and built them all into one system. No more multiple logins and passwords and bookmarks to keep up with.
- Things I'd like to see coming down the pipeline (and I've shared this with GreenRope) is more customizing of the dashboard, more upfront conversation that GreenRope is group driven when organizing your contacts, and more customization for drip-file campaign date scheduling.
- GreenRope doesn't allow for electronic contract delivery and signing.
- GreenRope's customer support is not always available, many times you have to leave a message and wait for someone to reach you back.
- GreenRope's store management doesn't allow for recurring payments if you don't have an Authorize.net account
April 08, 2015

Our whole organization is being built around GreenRope. Everyone, seriously everyone is extremely helpful and all of them are very nice. It took a couple of weeks for me to get used to GreenRope but once you do you will fall in love. My service has improved. Automation makes life so much easier. Buy it today you will not regret your choice.
- Marketing
- Drip Campaigns
- CRM
- The social media management could use some automation for sure. It would be helpful to have a partnership with someone who provides content like sendible or Sprout Social.
- More website templates and email templates. Only because you can never have enough.
- It would be great to also have stock photo library, you know if we are really dreaming.
GreenRope Scorecard Summary
Feature Scorecard Summary
What is GreenRope?
GreenRope aims to be a one-stop shop for sales, marketing, and operations. GreenRope includes advanced marketing automation capabilities, sales force automation, and a tool box of features to help manage and operate the business.
GreenRope's CRM aims to help business owners, sales managers and marketers bridge the gap between departments and make data accessible throughout, so the business runs smoothly and effectively with all the information a team needs to better target and serve their leads and customers.
GreenRope Screenshots
GreenRope Video
GreenRope's Complete CRM
GreenRope Integrations
WordPress, GoToMeeting, Olark, QuickBooks Online, Zapier, Magento Commerce Cloud (formerly Magento), Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Salesforce, Outlook, Gmail
GreenRope Competitors
GreenRope Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Required
Edition | Pricing Details | Terms |
---|---|---|
Starter | $149 | Per Month [Unlimited Users] |
Prime | $199 | Per Month [Unlimited Users] |
Pro | $249 | Per Month [Unlimited Users] |
Premium | $299 | Per Month [Unlimited Users] |
Powerhouse | $349 | Per Month [Unlimited Users] |
Supreme | $449 | Per Month [Unlimited Users] |
Ultimate | $699 | Per Month [Unlimited Users] |
All price plans include unlimited users, unlimited emails, and all features.
GreenRope Customer Size Distribution
Consumers | 0% | |
Small Businesses (1-50 employees) | 65% | |
Mid-Size Companies (51-500 employees) | 35% | |
Enterprises (> 500 employees) | 0% |
GreenRope Support Options
Free Version | Paid Version | |
---|---|---|
Phone | ||
Live Chat | ||
Forum/Community | ||
FAQ/Knowledgebase | ||
Social Media | ||
Video Tutorials / Webinar | ||
Ticketing |
GreenRope Technical Details
Deployment Types: | SaaS |
---|---|
Operating Systems: | Unspecified |
Mobile Application: | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
Supported Countries: | Internationally Supported |
Supported Languages: | English, British English, Spanish, French, German, Norwegian, Swedish, Danish, Finnish, Icelandic, Portuguese, Italian, Dutch, Slovenian, Polish, Czech, Russian, Ukrainian, Hebrew, Farsi, Arabic, Chinese, Japanese, Korean, Thai, Vietnamese, Hindi, Turkish, Hungarian |