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Functionality
4.2
/5
152
Total features
73
17 categories
GreenRope features
Common features of CRM software
Sierra O.
Wholesale, 1-10 employees
Used daily for 1-2 years
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Customer information in one place, builds, schedules and tracks emails and a daily reminder of tasks.
The easy searching capabilities and the email tracking services. I love having one place that I can easily search a customer's information or put a reminder to follow up with them.
I wish the software made it easier to export the information. Many times when I go to export information, it seems to miss pieces of information that are in the system.
Verified reviewer
11-50 employees
Used monthly for less than 6 months
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It is highly customizable and allows a multiuser functionality which is helpful for sales teams.
First of all, I am a huge fan of Greenrope's chat feature. The team is always very helpful and patient to help resolve any issues you face. Greenrope allows you to customize content beyond the limits what a typical builder offers, by requiring you to transfer the email from builder to the media library and then into the email as a template. There is in depth reporting on how successful your...
The interface is sorted in a way that makes it very hard for a first time user. You really have to know what you're doing or spend a lot of time learning. I don't recommend for beginners. There have been major bugs when you transferred the email from "builder" to "email". There were several issues with mobile responsiveness when we first started using it, and I spent a large amount of time discussing fixes with the chat support team. It ended up being a fix that I had to implement in the html, but it took a lot of hair pulling to get to a resolve.
Verified reviewer
Used daily for 6-12 months
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Being able to streamline our account management by being able to setup independent groups with user specific access.
Unlimited users, quick customer support when needed, great pricing, extensive access customization features.
Toggling between groups is not as user friendly or intuitive as it could be, and setup is not as user friendly as it could be.
Dr. Scott V.
Telecommunications, 1-10 employees
Used weekly for 2+ years
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We have been using GreenRope for the last four years. GreenRope has significantly simplified and streamlined many of our basic business operations and marketing (such as our web site, CRM activities, email marketing, project management, document sharing, etc.). Now my small, technology-based company can concentrate on its core business and significantly improve our business development. During our first year using GreenRope, our revenue nearly doubled. This year, revenue is more than the last 3 years combined.
GreenRope's features are extremely well-integrated with an intuitive, easy-to-use interface without the unnecessary complexity and long learning curve of other solutions. Furthermore, tech support has been top notch (e.g., responses often within minutes, personal attention).
I suppose that the only drawback is that there are so many features that I feel like I am missing out since I have not had a chance to explore or experiment with several of them.
Kelley S.
Education Management, 1-10 employees
Used daily for 2+ years
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Good tracking i most ways.
It covers so much information, probably more than our co. needs in some ways. I like that I can track activity and keep notes of what I'm doing.
I don't like that you keep customers in the system when they "Unsubscribe" but don't let me easily access their accounts so I can be reminded of that or why they did or when they unsubscribed.
Diane F.
Nonprofit Organization Management, 1-10 employees
Used daily for 2+ years
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ability to have many different type of email groups, ability to track and export bounces, ability to filter when broadcasts were sent; ability to clean lists as needed quickly and easily
some bugs once in awhile, but customer svc has helped us figure them out; import contacts page freezes quite a bit or takes long to load
Sarah B.
Civil Engineering, 1-10 employees
Used daily for 2+ years
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We have been Greenrope customers for about 5 years, and I really love the affordability of this platform. It provides us with everything we need to run our email marketing and client management campaigns, and customer service is really great.
Affordable, lots of features, great customer service
The interface is a bit dated, and I wish the survey function had better reporting capabilities.
Richard S.
Mining & Metals, 11-50 employees
Used daily for 6-12 months
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Had a few questions that were quickly and efficiently resolved by the Greenrope team. They are genuinely interested to improve the product. More features in terms of individual staff management would be useful in later releases.
It is very good with email control and email campaigns
A little unintuitive in terms of the operation. Still is a little difficult to extract detailed member management information for sales people. More geared to marketing as a CRM.
Jeff K.
Used daily for 1-2 years
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Ease of getting into contact information, keeping track of activity with the clients and the automation is great.
That I can't make notes in a personally sent email activity widget. Also, that we can't attach documents to emails.
CarL N.
Nonprofit Organization Management, 1-10 employees
Used other for 2+ years
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All in one service for email, lists, etc.
The email templates and tracking capabilities are the features that I have used and like most. Its great to be able to quickly see who has responded and what they responded to.
List management is sometimes a challenge to handle as efficiently as I would like. Sometimes it would be great to be able to look at lists in a spreadsheet type format instead of one record at at time.
Micaela A.
Education Management, 51-200 employees
Used daily for less than 6 months
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GreenRope is an excellent solution for any organization that is looking to increase efficiency, improve viability and streamline operations. As a start-up software company that has grown organically, we found ourselves operating in silos and using multiple pieces of software to manage projects, lead flow, and order fulfillment, etc. With one piece of software, GreenRope has allowed us to integrate...
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.) I can now manage my entire operation and team from one dashboard.
While this is ultimately a wonderful problem to have, the sheer volume of features makes it a bit daunting to get started. However, in just a few weeks, we've automated multiple manual functions making the investment of time well worth it!
Hello Micaela! Thank you so much for the amazing review. We really appreciate your support of GreenRope and we are excited to see your growth! Please reach out if you ever have any questions! We are here to help!
Mark M.
Consumer Services,
Used daily for 1-2 years
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GreenRope helps me run my business from all aspects of Marketing and CRM
There are so many ways this software platform can help your business. It is a learning process on how to best get the most out of it. I love the broad set of features and the way so many things can be automated. Specifically, the CRM component of this software platform is so robust and functional. We are able to use the CRM (which is the backbone of the platform) to do the normal CRM activity tracking AND so much more. The CRM uses a group set up process to keep your contacts organized. This structure enables a number of automated functions to be triggered by group as well as giving different levels of visibility to the group or contact. This functionality enables the building of community among group members or oversight and management of activities by group members.
The learning curve is overwhelming and the set up process does not really mitigate this. No offense to the GR Support team (they are fantastic), but when you start on-boarding - you do not know, what you do not know. So, getting started can be overwhelming. My suggestion to GR is to take the approach that they use for building automation and work with each business to develop a product functionality road-map to move the training from the most important functionality to the less important functions. The help videos and customer support are very good supplements to the on-boarding process.
Genna M.
Insurance, 1,001-5,000 employees
Used daily for 2+ years
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The experience of learning a new system is always beneficial in growing your skills. The analytics and dashboard reporting were also benefits for reviewing and improving campaigns.
Easy access to email templates and media library. Easy to upload new content. Easy to delete and move content within system. Easy to send test sends on emails. Support staff is friendly and they try to be helpful. Finally updated tool so you can search for items more easily, yay. They are regularly working to improve the product.
It's buggy and there are weird nuances to get used to within environments. Have to clear cache FREQUENTLY or issues occur. GR team does updates and doesn't notify their clients and sometimes this causes issues during important deadlines. Waiting for email test sends to hit inbox can be painful. No nesting folders for content available, so our list of emails and assets is LONG and not well organized. Can't upload a photo into the contact area- which is big issue for us in sending personalized emails on behalf of our HUGE sales staff with unique and varied information. The GR team hasn't been able to solve this for us and their workarounds don't really apply to our org.
Christina (.
Used daily for 6-12 months
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tracks my basic activities in one place. good place to save my contact information and track email effectiveness.
I do not have many likes about the software. It is built more for computer people than for sales people. I can't imagine most sales people actually like this software at all. ....EVEN the survey is not user friendly. Had to add more to a box when I did not have any pros to add! See for a computer person, not a sales person.
- HATE the email functions that it will not save my signature in a regular format - HATE how you create add company information to a client and it does not automatically update the company if you do not add company - HATE how you have to click OK after you update each piece of the company - HATE when you are making cold calls and you can't get an actual contact at a company you can't just add the...
Verified reviewer
Events Services, 11-50 employees
Used daily for less than 6 months
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Our problem before GreenRope is that we are a small business with high volume of records. Softwares that could handle our volume were not affordable or approachable for small business. GreenRope has been a great solution for us, and I am very impressed with their support.
- Affordable - Contains everything we need in one software, whether email, database management, automation, sales management, etc. - Great support and resources - Database organization possibilities - Easy visual interface for sales team
There are a few functionality efficiencies that they are still adding to the system. Example: cloning a contact record. But they are very responsive to suggestions and have developed many new features in the short time we have been a customer.
Prakyath V.
Information Technology and Services, 11-50 employees
Used daily for 6-12 months
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The experience of learning another framework is consistently gainful in developing your abilities. The investigation and dashboard detailing were additionally benefits for evaluating and improving efforts.
I truly like the multi-use usefulness of the framework. You can pick what you would and don't like to utilize. Also there is such a profound degree of detail that you can use to develop deals.
While this is at last a magnificent issue to have, the sheer volume of highlights makes it somewhat overwhelming to begin. Be that as it may, in only a couple weeks, we've computerized numerous manual capacities making the venture of time definitely justified!
Laurie G.
Nonprofit Organization Management, 1-10 employees
Used daily for 2+ years
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Having everything in one place makes it so easy to track all of our members and prospective members. I can manage our events, emails and analytics all in one place. The staff are also amazing and such a pleasure to work with!
Email marketing, event management, membership management, analytics and workflows all in one place! There aren't many CRM's that also handle email marketing and tie in registration for events. I love that I can do everything all in one place and pull up individual profiles to track their email reads, memberships purchased and events attended. The customer support is also exceptional. It never takes more than a few hours for them to get back to you, and you can always use the online chat for even faster responses.
There's a few small bugs related to events, and API can be tricky, but if you have the patience, you can make anything work.
Bonnie M.
Higher Education, 201-500 employees
Used weekly for 2+ years
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Greenrope really is quite a wonderful customer relationship management (CRM) system! It does so much and helps our team track, communicate, and follow-up with our customers/students, and prospective customers/students as well as collaborate with each other on all of our projects/events.
What I like most about Greenrope is the ability to track and connect with our potential students/clients easily. We run many programs and will have multiple informational sessions all at different times and locations – trying to keep track of all of that very important information (communications, RSVP's, which media was used for which communication, who has opened our email/who hasn't, reminder email scheduling, who needs a warm return call, etc.) would be impossible without Greenrope. Also, being able to login and see what my staff is working on and where they are with a particular event or project is super helpful!
The only thing I can think of that I wish Greenrope would do - is sometimes open the desired page/data faster, but honestly that might just be a (our) system issue and not necessarily a Greenrope issue.
Ryan T.
Cosmetics, 51-200 employees
Used daily for 1-2 years
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Everyone I've worked with at GreenRope is amazing. They've operated promptly and professionally when helping us solve our issues. [SENSITIVE CONTENT HIDDEN] and his leadership team have truly created a company culture that prides itself on its customer service.
GreenRope is a "more steak than sizzle" product. Once you understand the system, it becomes a powerful tool that can be used throughout every layer of an organization. Attaining a GreenRope certification empowers you with the skills needed to build a robust system for your industry. The most important step in creating an effective CRM is to first understand your customers, industry, and organization. GreenRope gives you the ability to apply that understanding into your CRM to maximize your growth.
Initially, the learning curve is steep as expected with the adoption of any new software
Diana S.
Oil & Energy, 1-10 employees
Used daily for 2+ years
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All in one product at a VERY good price. Also GreenRope always STRIVES to keep up with technology and offer the best to it's users. If I can't do something they always seem to come up with an update that allows for it. This software is fantastic for small companies but can also support the larger businesses.
Easy to use for the most part. There are a lot of features and tools - so it takes a while for everything to come together and understand how to use the system. But once you do everything begins to click and make sense. I would much rather learn one systems than 3 or 4.
Depending on what browser I am using things sometimes get hung up or I am I unable to edit properly. I wish the email templates were more modern and ready to use.
Dan K.
Used monthly for 2+ years
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I use GreenRope and Ontraport. GreenRope is fast and seamless, if I don't know something either the documentation or Customer Service gets me the answer. In OntraPort, it is not as intuitive so I'm always wasting time consulting their piss-poor documentation or going round and round with their customer service who think that I'm just not doing things the way OntraPort designed it versus what OntrPort is theoretically capable of doing. Can you guys buy out OntraPort and fix it or kill it? I know this is asking a lot...
The ability to help customers restart drip campaigns; the ability to easily clean up the database; the flexibility of the API; customer service doesn't have to be explained a problem three times - they come back with the helpful response the first time; the ability to easily set up a new list with forms and autoresponders is the best; the ability to check the stats on sent emails and signup history; and the ability to help people stuck in the sign-up procedure. We deal with a lot of 55 - 75 year old people and the ability to go in and help them with their newsletter subscriptions as if I was them is superb. Other software I've used act like the end user is 23 and grew up on computers, which only adds to the customer service burden.
We deal a lot with membership sites and wish GreenRope had a membership plugin to WordPress. It may have a work-around, I may just have to get with customer service to figure it out.
Naphtalie J.
Used daily for 6-12 months
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Our team is on the same page and we have one place to store all the correct data. This has been a lifesaver time and time again! Also like the templates for emails so one person can create them and others can follow suite.
Keeps our company on the same page and is very good for keeping detailed info about our contacts. Like the app but I feel like I ran into some confusion with it and couldn't find all the info I needed for the particular group of contacts I was working with.
I see quite a few areas of improvement. I like that we can use our email to send emails out to contacts but I don't like that it doesn't get captured in our Gmail account sent folder. Would like to be able to copy and paste someone's full address including zipcode from the list view Contact section without having to click to go into their account. I still am not able to edit Vendor Companies info although the Super User supposedly gave me permission to do so. It seems like there are quite a few quirks to work out still.
Kaisley R.
Construction, 11-50 employees
Used daily for 1-2 years
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I use it for the CRM, just like my coworkers. BUT I am the only one in my office who also uses GreenRope to format mass emails and newsletters to send out to leads and clients.
I like the ease of moving a contact from one group to another (or having them in multiple groups). The ability to customize which information you'd like to collect from a contact is a huge plus.
I wish it was easier to format emails with graphics. There should be an ability to drag and overlap items, and it would also be MUCH easier if there was a separate window to format how the email appears on a phone. A longer process, definitely. BUT when I'm sending out mass emails, I'd prefer to take the extra time in order to make sure the message comes across clearly on all platforms and accessibility.
Derek S.
Real Estate, 201-500 employees
Used daily for 2+ years
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-Tracking and Ranking -Customization -Run multiple businesses -Different users can have access to all or different contacts
-Tracking and Scoring / Ranking Ability -Customization of Home Widgets -You can run multiple businesses out of it -Security and Customization
-You can not send emails with attachments. -When you are in the Activity feed it does not show the phone number of the contact..just the contact name and email address...you have to go in to the contact information to retrieve it.
Ruben M.
Used daily for 2+ years
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It has sooooo many features its just crazy what you can do with it. The possibilities are really countless. I haven't even been able to use GreenRope to half of his capability I'm sure. Definitely gets the job done.
It is hard to understand sometimes. Things that should be simple like email templates are actually not that simple at all to delete and change. Seems like some things are really easy to do, but others are so complicated and make no sense sometimes.