GreenRope vs Insightly

Salesforce Sales Cloud

Basecamp

Zoho CRM

HubSpot CRM

Pipedrive

Keap

Compare GreenRope and Insightly based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

GreenRope CRM is a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle.

A/B Testing

Activity Dashboard

Activity Tracking

Autoresponders

Calendar Management

Calendar/Reminder System

Campaign Analytics

Campaign Management

Campaign Scheduling

Chat/Messaging

Click Tracking

Contact Database

Contact Management

Conversion Rate Optimization

Conversion Tracking

Customizable CTAs

Customizable Forms

Customizable Templates

Customization

Dashboard

Data Import/Export

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Dynamic Content

Email Management

Email Marketing

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Forecasting

Interaction Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Capture

Lead Generation

Lead Management

Lead Qualification

Lead Scoring

Marketing Automation

Marketing Calendar

Meeting Management

Mobile Access

Monitoring

Multi-Campaign

Multi-Channel Marketing

Multivariate Testing

Personalization

Pipeline Management

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Monitoring

Real-Time Notifications

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

ROI Tracking

Sales Analytics

Sales Forecasting

Sales Pipeline Management

Sales Trend Analysis

Scheduling

Segmentation

Social Marketing

Social Media Integration

Social Promotion

Task Management

Template Management

Territory Management

Third-Party Integrations

Visual Analytics

Web Forms

Website Analytics

Website Visitor Tracking

Workflow Management

GreenRope

Web-based

iPad

Android

iPhone

Starter

Essential

Premium

Powerhouse

Supreme

Customer Success

Their prices and software offer you different plans based on a specific number of contacts. If you exceed the contracted capacity, they charge you for the plan corresponding to your current number of clients, which can be complex if you are a small business

Director

GreenRope has a user-friendly interface and combined with their mobile app is an excellent tool for our needs.

Business Development

Sometimes too much clicking to get to where you want to but not as bad as some other CRMs I've used before.

President

With one piece of software,  GreenRope has allowed us to integrate all components of our operation and, as an executive, I have real time viability into my team's daily updates and activities.  

Comprehensive capabilities to manage our entire customer journey from lead generation to marketing automation, website traffic analytics, opportunity management, customer project management, invoicing, and customer service (surveys, help tickets, etc.)

Pwner & Publisher

The workflow and journey feature is allowing me to better automate communications with clients, prospective clients and referral partners.

The investigation and dashboard detailing were additionally benefits for evaluating and improving efforts.

My team appreciates operating from one dashboard and the reduction in manual processes (and follow up from me:) around day to day customer service and project management.   

While this is at last a magnificent issue to have, the sheer volume of highlights makes it somewhat overwhelming to begin.

Also there is such a profound degree of detail that you can use to develop deals.

Content Specialist

Additionally, the interface is very user friendly with question marks next to every section that will give you further information of how to complete a task if you are lost.

paralegal

I like the easeability of tracing contacts and all the options you have when adding details about new contacts

GreenRope is an excellent solution for any organization that is  looking to increase efficiency, improve viability and streamline operations.  

I truly like the multi-use usefulness of the framework.

Paralegal

It can also track interaction with a website, although I have not used this function.

After eliminating several subscriptions, we find ourselves at a net savings in software spend as well!

I can now manage my entire operation and team from one dashboard.

It doesnt have the title of the emails and sometimes it is out of order.

Business Owner

There are many ways to contact the support team and the team know their stuff.

We are confident we can not only improve our internal operation, but our customer's experience as well.   

The support team are fantastic and this makes up for the moments of frustration.

There's a real sense of a commitment to developing the software and taking on board suggestions.

The more I use it, the more I learn what it can do for my business.

Team Dashboard

Customer Support

Bugs and Issues

Client Management

User Interface

Small Business

Management and Efficiency

Integrations

Tracking

Freelancers

Mid-size Business

Large Enterprises

Insightly is easy to use, simple to customize, and scales with companies as they grow. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

Access Controls/Permissions

Activity/News Feed

Alerts/Notifications

Appointment Scheduling

Assignment Management

Batch Processing

Budgeting/Forecasting

Business Card/Badge Scanning

Calendar Sync

Collaboration Tools

Commenting/Notes

Commission Management

Configurable Workflow

Contract/License Management

Customer Database

Customer Engagement

Customer Segmentation

Customizable Branding

Customizable Fields

Customizable Reports

Dashboard Creation

Data Visualization

Deal Management

Document Management

Dynamic Modeling

Field Sales Management

File Management

File Sharing

For Insurance Industry

For iPad Devices

For Mac Devices

For Sales Teams/Organizations

For Small Businesses

For Startups

Goal Setting/Tracking

Graphical Data Presentation

Kanban Board

Lead Distribution

Lead Nurturing

Lead Segmentation

Mobile App

Modeling & Simulation

Multi-Currency

Opportunity Management

Percent-Complete Tracking

Performance Metrics

Pipeline Reports

Prioritization

Process/Workflow Automation

Project Planning

Project Planning/Scheduling

Project Templates

Project Tracking

Proposal Generation

Prospecting Tools

Insightly