GreenRope

Overwhelmingly Functional - GreenRope can do such much to help your business.

Comments: GreenRope helps me run my business from all aspects of Marketing and CRM

Pros:

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.

Cons:

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.

I use this program on a daily basis at work at a university.

Comments: Ease of use, easy to teach to other users, very consistent when working on a daily basis with software, no surprises.

Pros:

The software is very easy to use and can be taught easily to new/other users. It allows us to easily manage/contact clients who are interested in our programs. It also fulfills other necessary work function: creating automated drip campaigns, creating daily reminders for phone calls, creating meeting/events.

Cons:

The software can be slow at times which prevent us from doing our jobs, but this tends to only last for a couple hours. This is my only complaint. GR has performed very well for us given the amount of contacts that we have uploaded.

Been using this software more often in the last month. Find it time consuming and not user friendly

Comments: tracks my basic activities in one place. good place to save my contact information and track email effectiveness.

Pros:

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.

Cons:

- 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 company and add an CRM activity to the company as a whole and say something like called and could not get contact - will try again to find contact at a different location - HATE that it either does not link with my google calendar or I do not know how to link it with my google calendar - HATE that the mail does not show in my sent mail in my gmail account so I can see what was sent and when without being in the app. HATE HATE HATE that spell check is not on as a default in the email settings - HATE that when you use autofill for one category it changes all the categories

Overall really good

Pros:

GreenRope for marketing automation is an extremely robust solution at a very reasonable price point. I'll be making comparisons to HubSpot as I have used their solution as well. Here is what I like best: - Track multiple websites at no additional cost, add as many users as you want at no additional cost - No contracts, month-to-month, and very affordable for its capabilities (unlike HubSpot) - Define user fields on contact and company level, very easy to setup and manipulate - The 'Groups' framework of the solution allows you to align sales and marketing effort quite seamlessly - Custom objects allow you to really take customizing your CRM user interface to the next level (i.e. creating intake forms or scripts for discovery calls) - Tons of great features for managing other internal processes, projects, accounting, etc

Cons:

- The user interface can be daunting and confusing at first, not as intuitive as HubSpot - You cannot have multiple tabs of GreenRope open, unlike HubSpot. - Automation is setup in 3 areas serving very different purposes, whereas in HubSpot you can perform all workflows, drip campaigns, and customer journeys in one area - You have to request more storage space for the media library (starts with only 100MB!)

Best CRM platform on the market

Comments: -Tracking and Ranking
-Customization
-Run multiple businesses
-Different users can have access to all or different contacts

Pros:

-Tracking and Scoring / Ranking Ability -Customization of Home Widgets -You can run multiple businesses out of it -Security and Customization

Cons:

-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.