The best system CRM & Marketing system for small business
Updated May 02, 2015

The best system CRM & Marketing system for small business

Belt Drive Betty | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • All

Overall Satisfaction with GreenRope

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.
  • It's early days for me but my very first widget had 40 people sign up for my Event Coordinators group.
  • HubSpot,Infusionsoft
I looked into both of the programs mentioned above and I truly appreciate the initial costs and training of GreenRope - the program is in my personal opinion much stronger that either of the two mentioned above and less threatening to get started with.
I highly recommend GreenRope to anyone with a small business who needs to leverage their time.

GreenRope Feature Ratings

Customer data management / contact management
Workflow management
Territory management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Interaction tracking
Channel / partner relationship management
Case management
Call center management
Help desk management
Lead management
Email marketing
Task management
Billing and invoicing management
Pipeline visualization
Customizable reports
Custom fields
Custom objects
Scripting environment
API for custom integration
Role-based user permissions
Single sign-on capability
Social data
Social engagement
Marketing automation
Compensation management
Mobile access

Using GreenRope

My web mistress has been creating forms for downloads and sign ups, I am using it for marketing to businesses and I have a data entry clerk using it for creating work flows and wikis
Very little skill is required and what you do need is taught to you by way of webinars and the huge data base of support tutorials. Their online support is wicked good!
  • 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

GreenRope Implementation

I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration.
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!
Yes - We started by getting clear about what we wanted to accomplish with the use of the system, broke our business and its needs into segments and we are now implementing the system one segment at a time. We created the emails first, the creative images etc next, the sign up widgets and then the web pages. Once those things were accomplished we then set up our drip campaigns. The first one launches later today and I will update how it works from there!
  • 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.

Using GreenRope

It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.
Like to use
Technical support not required
Well integrated
Feel confident using
Unnecessarily complex
Difficult to use
Slow to learn
  • 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.