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GreenRope

GreenRope

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

(1-9 of 9)
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Kyle Arndt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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.
I feel GreenRope is particularly suited for a multi-user environment, such as team selling or where lead generation and lead follow up are separate divisions. I suggest that anyone looking into using GreenRope factor in the time for training on the system, it's great when you can invest in full use of the system but without that you are limited to the basics.
Alicia Dearn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
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.
Ali McGee Kelly, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
I would simply go over your existing tools and apps for CRM, sales, and marketing automation/email marketing, and ask to be shown how and where GreenRope replaces those things or if it does. Every business process is different.
Belt Drive Betty | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
I highly recommend GreenRope to anyone with a small business who needs to leverage their time.
Jennifer Teising | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Reseller
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
GreenRope is complex and complicated. The user interface is not very intuitive. Groups make this software invaluable for managing our clients' clients, which is why we choose the software.
Andrea Hill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Greenrope is a terrific tool for any business that does a range of marketing tasks (email, drip campaigns, snail mail, social, direct marketing, online selling), lots of small projects, and shares and manages customer data among sales (both inside and outside) and marketing staff. In addition to using Greenrope across all my business groups, we have recommended Greenrope to quite a few of our clients, many of whom have implemented it. We always suggest that they compare to Infusionsoft and Salesforce/Hubspot, and Greenrope does very well in the comparison. For a small business where cash flow is critical, Greenrope makes more sense than its competitors (Infusionsoft, Salesforce +Hubspot) because the cost to implement is lower and there is a comparatively lower cost-of-ownership. If a company primarily deploys a large outside sales force and does little online marketing, then I'd recommend Salesforce over Greenrope. If a company is primarily engaged in large project management situations that involve outside parties in addition to employees, Greenrope would be less suited. But otherwise, Greenrope has been one of our most exciting software finds. I also have tremendous appreciation for the Greenrope team. They are supportive, engaging, and just plain smart. Inquiries are answered very quickly, suggestions are always welcomed. For small business owners, Greenrope's support is a big plus.
Douglas K. Foster | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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.
For small companies, GR is a very solid all purpose solution. Well-priced with exceptionally good service. For medium or larger enterprises, the clunky email feature would most likely be too limiting for large volumes of multi-faceted communications.
January 22, 2015

GreenRope Works

Wendy Tibus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
I would find out if the benefits of GreenRope are what you're looking for. We heavily researched companies offering an online cloud style CRM; GreenRope was the best fit for our needs.
Thomas Schutz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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
It is easy to tailor it for specific industries, creating custom Contact Fields and then searching on those fields.
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