GreenRope CRM is the Little Engine that Could
June 03, 2015

GreenRope CRM is the Little Engine that Could

Alicia Dearn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with GreenRope

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.

Pros

  • 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.

Cons

  • 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.
  • Contact management has improved so much, it's hard to quantify. Coordinating contact data was a major problem in my business for years.
  • GreenRope has allowed me to automate marketing functions and engagement with clients, which adds sophistication and increases sales without tons of additional work.
  • We are able to faster and more consistently convert opportunities into clients. My employees can handle new engagements without my supervision in many cases.
  • GreenRope captures leads off my website and gets us communicating with them right away. Automated sales is like magic!
  • Infusionsoft,Zoho CRM,MailChimp,Adobe Echosign,Agility CMS,Abacus,Constant Contact,HubSpot CRM,Microsoft Dynamics CRM,NetSuite CRM+,SugarCRM,Salesforce.com,RightSignature,DocuSign,iContact,LeadPages,WordPress,Microsoft Access,Eventbrite,Bill4Time,TimeTrade,QuickBooks Online,QuickBase,QuickBooks Pro,Microsoft Project,Basecamp,Hootsuite Pro,Blogger,Shopify,AWeber,BookSteam,CheddarGetter,Clarizen,Google Analytics,MS SharePoint,Yoast WordPress SEO Plugins,Social IQ,Mad Mimi,FreshBooks,Clio,ClickFunnels,Instant Customer,PressPoint CRM,Zoho Projects,Wrike,1ShoppingCart,Website Tonight,Outlook,Edgar,Xero,Acuity Scheduler,Wufoo,jotform,google forms,RingCentral
I use some of these softwares in conjunction with GreenRope. Simply put, one software cannot do everything. So I still like to use a combination of WordPress-centric software for my ecommerce. I use Edgar to schedule my social media only because it allows me to keep a library of posts -- otherwise, GreenRope replaces HootSuite. Outlook integrates (and RingCentral will soon). My business is too big to not have separate accounting (Xero) but GreenRope would be adequate for solos.

GreenRope reduced my software quite a bit. It replaced Zoho, Infusionsoft, Mail Chimp, Access, Wufoo, Basecamp and InstantCustomer. It's not a great project management software, but it serves my needs for managing the pre-engagement process and nurture processes. GreenRope is best as a CRM and it forms a central part of my overall business technology machine.
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.

GreenRope Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
7
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
7
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
6.3
Task management
7
Billing and invoicing management
4
Reporting
8
8.7
Forecasting
10
Pipeline visualization
10
Customizable reports
6
6.8
Custom fields
5
Custom objects
5
Scripting environment
7
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
6.0
Marketing automation
7
Compensation management
5
7.0
Mobile access
7

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