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