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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)
  • Email marketing (13)
  • Task management (13)
  • Custom fields (13)
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Per Month [Unlimited Users]



Per Month [Unlimited Users]



Per Month [Unlimited Users]

Entry-level set up fee?

  • $399 Per Account
For the latest information on pricing, visit


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

Greeenrope SoPops Demo v1


GreenRope - Salesforce Plugin Demo

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Sales Force Automation

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

Avg 7.7

Customer Service & Support

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

Avg 7.5

Marketing Automation

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

Avg 7.6

CRM Project Management

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

Avg 7.6

CRM Reporting & Analytics

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

Avg 7.6


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

Avg 7.6


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

Avg 8.3

Social CRM

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

Avg 7.3

Integrations with 3rd-party Software

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

Avg 7.2


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

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


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


(1-23 of 23)
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Score 8 out of 10
Vetted Review
Verified User
  • 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.
Score 10 out of 10
Vetted Review
Verified User
  • 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.
November 27, 2018


Venesa Figueroa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Jason Stein | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Jake Kittell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Raylene Wall | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 7 out of 10
Vetted Review
Verified User
  • 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 account
Kyle Arndt | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • 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.
Alicia Dearn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Ali McGee Kelly, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Belt Drive Betty | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Jennifer Teising | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
  • 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
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Andrea Hill | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Douglas K. Foster | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • 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 22, 2015

GreenRope Works

Wendy Tibus | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Lance Labno | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Thomas Schutz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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
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