GreenRope Reviews: 4.3/5 — Solid Choice

That it is very understanding. The previous CRM i uses was not as understanding and pleasent as greenrope.

It is very understanding and effeciant. Espicially if you want to market items

Much esier to market than other CRM's

I like that I can have one hub for most of my client management, sales, and marketing needs. The Greenrope team is friendly and willing to help get you up and running. I particularly love the email and SMS automation.

There are some strange hiccups like an email that can only be linked with one company. For our clients with multiple companies, it can be challenging. It is so robust and customizable, it takes a lot of work to get it set up.

This helps our teams work together to share information across departments. It also allows me to set up a lot of automation saving me time.

Customer Representatives are always very quick with their responses and you are usually able to talk to the same rep every single time you have a question or problem unlike with our last supplier who would constantly pass your inquiry onto another person every time you email them and would take days to figure out an issue.

At this time, I wish there was dual currency set up for events. It's a new process for our customers to register for events through green rope and there are some difficulties, but after one or two failed attempts and a phone call to me, they can usually figure it out.

From a communciations standpoint it has made email campaigns and newsletter much easier to send and the analytic reports that come after it are always very insightful.

The functionality in relation to individual contacts is user friendly and easy to customize. The ability organize contacts by groups, as well as utilize advanced filtering for contacts by any field, including custom tags and user-defined fields, is very helpful for sending targeted communications and planning trips. I also very much enjoy the ability to trigger drip campaigns and workflows is a key asset within the software.

Functionality to sort, organize and filter Company information pales in comparison to the abilities offered to contacts. I think this is an essential piece that is needed on order for companies to get full benefit from the software platform.

We have solved contact list organizational challenges through GreenRope, enabling custom communications to send much more easily. Tracking Business Development leads through the custom stages has provided great visibility to our entire team.

The multiple functionalities available. Great automation functions.

Not a fan of the outdated landing page and email templates. The form templates are also outdated for the look and feel of modern form design.

Marketing automation. So far we are focusing on updating the site.

The linkage between companies and individual contacts, the level of details and history associated with the contacts, filter options, export options, campaign support, ability to customize interfaces (even though I would whish it would go even further!)

System performance (reaction time is quite slow when loading a page and this hinders the agility of the user, for example when closing or updating a CRM activity) The filter options could be more userfriendly, some of them do not work (for example we would like the option to exclude all contacts we set as OUT. It would be good to have a way to access directly to the company list without having to go via dashboard, contacts etc... It would be helpful to have a better overview of the open CRM activities accross all companies (currently it is squizzed on the left hand side of the dashboard, but for us this kind of overview is key). A usability detail: It would good to be able to sort the groups differently in the drop down on the dashboard Note I feel that the last update related to the contact overview did not add furtjer clarity and usability (you need more click to access to one contact etc...)

Campaign management I personally use GR mostly as a presales tool in order to better plan and prioritize our contact efforts. We achieved a better documentation of our presales and sales steps, a more efficient coordination between teams members, the contact history is transparent.

Breadth of functionality is awesome. Customer support is also very good.

User experience can be greatly improved. UI is very cluttered and GreenRope should look at other popular CRM tools for UI inspiration. GR is powerful as it is but using the platform is very cumbersome. Pricing is also not competitive compared to other solutions offering similar capabilities.

Lead management, Email marketing, Deal flow management. Drip marketing tools GR provides are phenomenal. Just make your UX and pricing better and you have a truly winning product.

Help is really easy to find and access, either in the chat window, via email. or by calling.

Navigation doesn't make sense to me, and I have a hard time remembering where features are located.

Great for building a contact database and tracking where customers are at. Helpful for briefing colleagues, seeing who is working with who, etc.

I really like the accessibility to develop links for events and have attendees sign up for the events and checking them in. Then automatically sending them a thank you email.

It took some time to learn how to build an event invite, but it was still pretty user friendly.

We use this software for inquiries and events. To be more organized and have a funnel for prospective students.

Easy customer entry and drip campaigns for different customer groups.

I've not got the hang of events yet but looking forward to training on it next week. The iphone app is clunky and of very little use, so I don't use it

Controlling our customer database and making good use of it.