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Overview

What is GreenRope?

GreenRope is a CRM tool focused on marketing automation, sales pipelines, and customer service. It includes advanced marketing automation capabilities, sales force automation, and a tool box of features to help manage and operate the business.

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Recent Reviews

TrustRadius Insights

GreenRope is a versatile Customer Relationship Management system that offers a wide range of features to address various business needs. …
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Popular Features

View all 31 features
  • Customer data management / contact management (13)
    9.6
    96%
  • Email marketing (13)
    9.6
    96%
  • Task management (13)
    9.6
    96%
  • Custom fields (13)
    9.2
    92%
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Pricing

View all pricing

Starter

$149

Cloud
Per Month [Unlimited Users]

Prime

$199

Cloud
Per Month [Unlimited Users]

Pro

$249

Cloud
Per Month [Unlimited Users]

Entry-level set up fee?

  • $399 Per Account
    Required
For the latest information on pricing, visithttp://www.greenrope.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Greeenrope SoPops Demo v1

YouTube

GreenRope - Salesforce Plugin Demo

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.4
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

9.7
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

9.2
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

9.7
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.9
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.6
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

9
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

9.2
Avg 7.2

Platform

7.8
Avg 7.5
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Product Details

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 Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Additional Features

  • Supported: Event Management
  • Supported: Predictive Analytics
  • Supported: A/B Testing
  • Supported: Website Builder
  • Supported: Calendar Booking
  • Supported: Website & Analytics
  • Supported: Social Network Marketing
  • Supported: Project Managment
  • Supported: SMS Marketing
  • Supported: Surveys
  • Supported: Lead Capture Forms
  • Supported: Wiki
  • Supported: Learning Management System
  • Supported: eCommerce
  • Supported: Tracking & Statistics

GreenRope Screenshots

Screenshot of GreenRope DashboardScreenshot of Drag-and-Drop Customer JourneyScreenshot of Drag-and-Drop Email EasyBuilderScreenshot of Contact Record with custom user-defined data fieldsScreenshot of Workflow ManagementScreenshot of Opportunities TrackingScreenshot of Automation Manager

GreenRope Integrations

GreenRope Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesInternationally Supported
Supported LanguagesEnglish, 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

Frequently Asked Questions

GreenRope is a CRM tool focused on marketing automation, sales pipelines, and customer service. It includes advanced marketing automation capabilities, sales force automation, and a tool box of features to help manage and operate the business.

Keap, Zoho CRM, and BenchmarkONE are common alternatives for GreenRope.

Reviewers rate Opportunity management and Interaction tracking and Case management highest, with a score of 9.8.

The most common users of GreenRope are from Small Businesses (1-50 employees).

GreenRope Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)65%
Mid-Size Companies (51-500 employees)35%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(27)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

GreenRope is a versatile Customer Relationship Management system that offers a wide range of features to address various business needs. Users rely on GreenRope to effectively manage their marketing and sales activities, coordinate business communications, and improve internal operations. The software is utilized by a distributed workforce, making collaborative hosted tools essential. The platform serves as a CRM for everyone in the organization, allowing users to capture leads, follow up with clients, and manage contacts. Additionally, GreenRope's project management tools are employed by each division to streamline workflow and enhance productivity. The software is particularly valued for its ability to track all client online activity, including email, social media, and website visits. With its email marketing features, GreenRope enables users to track emails, identify hot prospects, and make data-driven decisions. It also functions as an all-in-one platform for managing drip campaigns, customer lists, sales calls, sign-up widgets, and creating small information websites. GreenRope proves to be a time saver by keeping all contact data current, managing marketing efforts, and facilitating project collaboration for small teams. Small businesses benefit from the software's capability to keep track of customer inquiries, sales calls, and orders in an easy and reliable manner. Moreover, GreenRope caters to the needs of different industries such as social media management agencies or consultants and coaches who utilize it for CRM purposes or managing email campaigns and client relationships. With its comprehensive CRM capabilities, marketing automation tools, and project management functionality, GreenRope provides the necessary resources for businesses' growth and success.

Affordable and Full-Featured Application: Many users have praised GreenRope for providing a full-featured application at all pricing levels, making it an affordable alternative to other CRM software. Some users found that this allowed them to replace several pieces of software, saving costs and improving efficiency.

Responsive Customer Service: Several reviewers have highlighted the excellent customer service provided by GreenRope. They mentioned that the customer support team is responsive and genuinely helpful. Additionally, users appreciated the fantastic training and setup calls offered by the customer service team.

Customization Options: The ability to customize data sets and personalize the dashboard has been highly valued by users. This feature allows for better management and segmentation of contacts tailored to specific industry and business needs. Moreover, users found that customizing colors, icons, and sizes enhanced their creativity and productivity.

Confusing User Interface: Users have found the user interface of GreenRope to be confusing and have faced a steep learning curve in understanding how to input and work with data. Some users felt overwhelmed by the heavy focus on marketing features, when they simply wanted to start with basic email campaigns.

Integration Challenges: Several users experienced difficulties integrating GreenRope with other software platforms such as WordPress and ClickFunnels. They also expressed frustration with the forms code not aligning well with their websites and requiring manual coding adjustments.

Limited Customization Options: Users mentioned that GreenRope's email templates were inflexible and lacked the features of other similar tools like Constant Contact, making efficient messaging difficult. Additionally, users desired more customization options for the dashboard, drip-file campaign date scheduling, website templates, and email templates.

Users of GreenRope commonly recommend the following:

  • Take advantage of the free training hours and thoroughly learn the system. Users suggest being patient and dedicating time to understand and learn the powerful capabilities of GreenRope. They recommend utilizing the free training offered at setup and making a list of processes to automate. They also suggest thoroughly testing GreenRope before implementing it to ensure it meets your company's needs.

  • Utilize the reporting tools and support provided by GreenRope. Users highly recommend using GreenRope's reporting tools to identify the effectiveness of emails and other marketing efforts. They find GreenRope organized and easy to work with, and they suggest getting support from the GreenRope team, as they are known for their great service. Users also recommend making friends with the GreenRope team for additional assistance.

  • Consider GreenRope as a complete CRM and marketing automation solution. Users think that GreenRope is one of the best CRM systems available, offering email marketing capabilities and integrating multiple needs into one platform. They suggest knowing all the features that GreenRope offers before looking elsewhere for other software solutions. Some users compare GreenRope favorably to other platforms like InfusionSoft and Hatchbuck, mentioning that it is less confusing than InfusionSoft and more full-featured than Hatchbuck. Users highly recommend GreenRope for companies looking for marketing automation, but emphasize the importance of having a good systems admin or developer on staff to fully leverage its power.

Overall, users recommend being patient, taking advantage of training, utilizing reporting tools, relying on support, fully exploring all features, carefully planning implementation, and considering GreenRope as a comprehensive CRM and marketing automation solution.

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Raylene Wall | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
The price point and full featured application of GreenRope makes it perfect for small and medium sized businesses. GreenRope is an excellent alternative to some of the higher priced, better known CRM systems (Infusionsoft, AWeber, Ontraport, etc.). If you have specific requirements for your industry or business, GreenRope support will help to ensure that you get set up properly with what you need.
Sales Force Automation (9)
30%
3.0
Customer data management / contact management
90%
9.0
Workflow management
N/A
N/A
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
45%
4.5
Lead management
N/A
N/A
Email marketing
90%
9.0
CRM Project Management (3)
60%
6.0
Task management
90%
9.0
Billing and invoicing management
N/A
N/A
Reporting
90%
9.0
CRM Reporting & Analytics (3)
30%
3.0
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
90%
9.0
Customization (4)
25%
2.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • GreenRope has allowed for better followup after training workshops and other events we attend. Drip campaigns let us drop someone into a campaign very easily and have the system do the follow-up.
  • Having a full-featured system at our low price point (for a lower contact count) is extremely beneficial. We learn what we're doing, and implement it, instead of having to add-on and learn new things at every upgrade level. This improves the efficiency of our non-billable time (time working for ourselves rather than our clients).
  • Constant Contact,ONTRAPORT,Infusionsoft,1ShoppingCart,GetResponse,Autopilot,MarketersChoice
GreenRope really got our attention because it's a full featured system at every price point. We are a small business with a small budget - but we wanted a system that would still let us think BIG! The setup fee was within for our budget, and the monthly fee is very reasonable. GreenRope also allows us to customize the data we collect in the CRM, and to segment it specific to our needs. And the customer support with GreenRope has been fantastic from the beginning. The staff is very personable and genuine. Sales people, technical specialists, and marketing geniuses have all helped us to get setup the way we needed to. That personal touch made a big difference in our decision as well.
1
Mostly I'm spending time helping my assistants to be able to learn new tasks on Greenrope. I train them on how to use the user interface and the rationale behind the work flow we are building. Once they are familiar with the UI, then it becomes easier to understand how to accomplish our goals.
No
Support is included with the subscription.
Right from the beginning, GreenRope's staff have been extremely helpful with getting us setup and answering all of our questions. In addition to chat support, the documentation provided within GreenRope itself is detailed and easily accessible. GreenRope is also really good about letting you know that they are available - and how to contact them. My questions/requests are answered quickly, every time.
Yes
Had a bug with the Gmail extension. GreenRope worked harder on it than I cared to. I mean to say that they were quite keen to find a solution and I'm the one who kinda let it drop. My GreenRope widget still isn't working with my Gmail, but it hasn't effected how I use GreenRope. It hasn't bothered me at all that it was not officially 'resolved'.
Score 7 out of 10
Vetted Review
Verified User
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
It's great for creating a centralized database for your entire organization, especially if you are an entrepreneur or small business owner who doesn't have enough hands/bodies to do everything that needs to be done. GreenRope once set-up with your workflows can be like an automated worker (set-up your e-mail campaigns, groups, workflows, and triggers and forget about it until it's time to update them or revise).

Key questions to ask:
  • Is the website builder visual with drag and drop based or difficult to learn?
  • Does it integrate with Google Calendars without data being public?
  • What parts of the system auto-populate in the CRM Record?
  • What are the best practices for making the most use of the system from a functional perspective if you are a solopreneur?
Sales Force Automation (9)
38.888888888888886%
3.9
Customer data management / contact management
100%
10.0
Workflow management
80%
8.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
10%
1.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
50%
5.0
Case management
50%
5.0
Call center management
50%
5.0
Help desk management
50%
5.0
Marketing Automation (2)
85%
8.5
Lead management
70%
7.0
Email marketing
100%
10.0
CRM Project Management (3)
33.333333333333336%
3.3
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
46.66666666666667%
4.7
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
60%
6.0
Customization (4)
20%
2.0
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
40%
4.0
Mobile access
40%
4.0
  • Increased efficiency has been the biggest impact to date, we were able to eliminate five other systems (e-mail marketing system, survey system, project management system, event registration system, and CRM system). We are also seeing quicker response on potential prospects to our e-mails because all e-mails are trackable.
Infusionsoft was the only other system that I had looked at and really considered. In my opinion, GreenRope is very comparable with Infusionsoft, but better suited for new and/or growing businesses because it's easy to use, 3-hours of training is provided to help you customize and organize the system to your workflows, and it is way more affordable and offers many (if not more) of the same features.
2
Administration
2
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.
Yes
yes
The training with Melissa is amazing! She really tries to understand how you want to use the system for your business.
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