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.
Great functionality at a great price
Comprehensive CRM Software at a Great Price
GreenRope
GreenRope Best CRM Software
Great bang for the buck that will take you all the way.
GreenRope Customer Management
Makes my small business feel BIG, for the right price!
My CRM Solution is BETTER Than Yours!
Great system but remember it's an investment
GreenRope CRM is the Little Engine that Could
All My Clients Use Infusionsoft, But I Still Chose Greenrope
The best system CRM & Marketing system for small business
GreenRope - Easy resell opportunity with Groups feature
Greenrope gives you ROI
Awesome opportunity for your business
Popular Features
- Customer data management / contact management (13)9.696%
- Email marketing (13)9.696%
- Task management (13)9.696%
- Custom fields (13)9.292%
Pricing
Starter
$149
Prime
$199
Pro
$249
Entry-level set up fee?
- $399 Per AccountRequired
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Greeenrope SoPops Demo v1
GreenRope - Salesforce Plugin Demo
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9.6Customer data management / contact management(13) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 9.1Workflow management(12) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.3Territory management(6) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 9.8Opportunity management(11) Ratings
Users can track deals and create quotes.
- 9.5Integration with email client (e.g., Outlook or Gmail)(11) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 3.8Contract management(5) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.9Quote & order management(9) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9.8Interaction tracking(12) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 6.6Channel / partner relationship management(4) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 9.8Case management(12) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 9.7Call center management(8) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 9.8Help desk management(10) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.9Lead management(12) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 9.6Email marketing(13) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9.6Task management(13) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 9.8Billing and invoicing management(8) Ratings
This includes automated invoice creation and billing.
- 9.8Reporting(11) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.8Forecasting(9) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.3Pipeline visualization(10) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 9.5Customizable reports(12) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9.2Custom fields(13) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.2Custom objects(10) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 7Scripting environment(4) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 9.1API for custom integration(10) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.6Single sign-on capability(6) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.6Role-based user permissions(10) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 9Social data(11) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 9Social engagement(11) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 9Marketing automation(7) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 9.5Compensation management(7) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.8Mobile access(9) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
GreenRope Integrations
- WordPress
- GoTo Meeting
- Olark
- QuickBooks Online
- Zapier
- Magento Commerce Cloud (formerly Magento)
- Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
- Salesforce
- Outlook
- Gmail
GreenRope Competitors
GreenRope Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
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 |
Frequently Asked Questions
GreenRope Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 65% |
Mid-Size Companies (51-500 employees) | 35% |
Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(27)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
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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.
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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.
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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
(1-4 of 4)Great bang for the buck that will take you all the way.
- 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.
Simple enough to get going quickly, powerful enough that I expect to use it for many years to come. I have been pleased with my experience from the beginning. Especially it is pleasing when you call up for help. You just get the help you need. All of it!
- Customer data management / contact management
- 100%10.0
- Workflow management
- 80%8.0
- Territory management
- N/AN/A
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Quote & order management
- 80%8.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- N/AN/A
- Case management
- 90%9.0
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 80%8.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 80%8.0
- Forecasting
- 90%9.0
- Pipeline visualization
- N/AN/A
- Customizable reports
- 70%7.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- Scripting environment
- N/AN/A
- API for custom integration
- 80%8.0
- Role-based user permissions
- N/AN/A
- Single sign-on capability
- 90%9.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Mobile access
- 80%8.0
- Much better bang for the buck than Infusionsoft or Salesforce
- Has helped us keep track of our growing contacts database of customer prospects.
- We have been far more responsive to customer inquiries since it has been on board.
Compared with a dozen others. My favorite.
- Implemented in-house
- 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.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 60%6.0
- Contract management
- 50%5.0
- Quote & order management
- 50%5.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 90%9.0
- Call center management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 90%9.0
- Email marketing
- 90%9.0
- Task management
- 90%9.0
- Billing and invoicing management
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- Scripting environment
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 90%9.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 90%9.0
- Compensation management
- 90%9.0
- Mobile access
- 90%9.0
- It's early days for me but my very first widget had 40 people sign up for my Event Coordinators group.
- HubSpot,Infusionsoft
- Managing email campaigns
- Reaching out to businesses
- Tracking effectivness
- Nothing so far, but it is early days for our organization. Greenrope does so much though that I am certain we will find some innovative ways to use it
- Unsure at this time
- Implemented in-house
- Creation of the web pages is not easy if you are non technical. The support staff is usually on hand though to walk you through challenges. There are issues with the mobile page builders and learning which widget sizes to use so that things display properly, but once you figure out the little quirks, it works very well.
- Getting clear about what we wanted our campaigns to accomplish was a big challenge.
- Learning the power and limitations of the tools is important. Taking as much training as you can when you have never used a system this powerful before is very important to achieving success.
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!
- Many of the functions inside of Greenrope are very easy to use like the widget creator, the email creator and the calendar.
- The web site builder is, so far, the most challenging thing to use. It has some quirks to it. For example, if you are using the responsive templates never use the standard widget maker, always go of the narrow one or your sign up form will not display properly, it will be cut off. Image handling is another challenge as the resize side of the media gallery pixelates images, however the resize inside of the main text wysiwyg editor works perfectly and as expected. If you are not a very technical person, this can be a bit daunting, however the support staff are quite quick to help you. The coders are also excellent at responding to the customers needs.
Greenrope is a Serious Tool for Business Development
- 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.
- Increased employee efficiency. We were using Capsule CRM for customer management, Mail Chimp for email marketing, Wrike for project management, and Zendesk for our help desk. Getting all these software packages into one system cleaned up a lot of double-entry and allowed us to focus on the work instead of constant focus on tracking/managing the work.
- Better visibility to opportunities. Lead scoring, consolidated customer data, and more visibility to customer interaction (email responses, social tracking, etc.) have given us much better insights about business opportunities to pursue.
- Infusionsoft,HubSpot,Hatchbuck
- Standardizing the way we record, manage, tag, and monitor customer data. As our customer database has become cleaner and more robust, our customer management has improved and we are able to draw better insights from it. As we brought all our disconnected or semi-connected systems into Greenrope, we dramatically improved the quality of our customer data. The user defined fields and flexible customer views were an important part of that, as were the tagging and grouping capabilities.
- Quality of Service metrics. Using Greenrope and its functions related to assigning tasks and follow-ups to oneself or other members of the team enabled us to set goals for better customer support and to achieve those goals.
- More granular marketing. The list segmentation capabilities of Greenrope were essential to our goal of sending out less 'mass' communications and more targeted and personalized communications.
- Targeted RSS feeds (we have several websites and approximately 18 different interest feeds) via email to specific lists (in this case, as groups). I didn't expect this capability when we got into Greenrope, but we are busy implementing it now.
- Integration of our live chat (Olark) with the CRM data was also something I didn't expect, but which we have definitely implemented and benefited from. There are so many ways we communicate with customers - private email, multiple social channels, live chat, etc. - and Greenrope does a really good job of keeping all that communication together so we can see the whole picture of our customer interactions.
- We have one site that is an education site using Moodle. One of our next areas of exploration is to see how we can integrate customer data from that site into the Greenrope view of those customers.
- I have one of my developers looking at how much integration we might be able to pursue between Greenrope and Joomla. We use all Joomla sites - for our businesses and also for client businesses - and it seems as though there might be some opportunity there to improve customer visibility from our website interactions.
A system that lets us show our clients we care
- 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.
- Improved front office efficiency. Able to reduce amount of time front office needs to spend preparing each new first appointment by 15 minutes.
- By providing an automated system to deliver important and time-sensitve information. Client quickly realizes we care about them.
- Able to get critical information through surveys with information that can be automatically saved in their profile. This let's us know what our clients want NOT what we think they need.
- Infusionsoft,Zoho CRM,SugarCRM,Pipedrive,Hatchbuck
- DRIP Campaigns
- Website Tracking
- Project Tracking
- Iphone app is slower than wanting
- Needs to integrate card and envelope printing and mailing capabilities