GreenRope Best CRM Software
November 06, 2017

GreenRope Best CRM Software

Jason Stein | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with GreenRope

Greenrope is great for a company that is small, medium, or large. As a consultant and coach I find that greenrope has multiple uses including creating and tracking with email campaigns, working with affiliates, and client management. I'd recommend the free demo to see if it's a fit for you.
  • 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.
  • It's a positive ROI for two reasons. One it lets me sort leads to clients and two it is a more affordable option than the Salesforce Infusionsoft like competitors.
GreenRope is great at helping small business owners use one software instead of 10. Instead of a scheduler, email marketer, affiliate tracker, etc., it's all in one spot. GreenRope is not as well known, so for someone that needs Salesforce or Infusionsoft to be a part of their sales conversation or brand, this may not fit.

GreenRope Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Case management
10
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
8