GreenRope Complete CRM & Marketing Automation

GreenRope Complete CRM & Marketing Automation

GreenRope Complete CRM & Marketing Automation product overview

GreenRope provides cloud-based customer relationship management and marketing automation software for aligning sales, marketing, and operations on a single platform. GreenRope includes advanced marketing automation capabilities, sales force automation, and a toolbox of features to help manage and operate your business. Use GreenRope to create landing pages and email campaigns with the templates provided, or create your own with the easy-to-use tools. Connect GreenRope with your social media accounts, mobile marketing, event registration, e-commerce site, or analytics platform to get your data out of silos and into a system where you can more easily make decisions based on a complete picture of each of your prospects. GreenRope specializes in helping organizations connect their disconnected systems and data, and even offers a credit to help cover any contract termination fees when you move from a non-integrated solution.

Pros of GreenRope Complete CRM & Marketing Automation

GreenRope, on average, saves users 90% in total cost of ownership when investing in a full-featured solution. With a robust feature offering, each of your departments can work effectively in the CRM while also having access to customer service, marketing, operations, and more. GreenRope’s model is different from competitors in that they base their pricing on the number of contacts in your CRM rather than the number of users.

Cons of GreenRope Complete CRM & Marketing Automation

GreenRope offers the ability to link, schedule, and track social media accounts but does not have the capabilities of social networking solutions like BufferApp or Hootsuite. While GreenRope consolidates a lot of services that would have been separate programs, there are no instant messaging capabilities like Slack or Skype. Users can still comment on topics within the collaborate tool, however.

Breakdown of core features


The CRM is the foundation of Green Rope, housing all of your contacts and data. Along with a secure database, users have access to full pipeline visibility, contact research, CRM activities, workflows, sales opportunity management, quotas, reporting, click-to-call, mobile CRM, and much more. Each of these features ties directly into the contact record, giving users a 360-degree view of the contact and your relationship with that contact. GreenRope also offers a mobile app for on-the-go data management.

Marketing Automation

GreenRope’s drag-and-drop customer journey builder is a one-stop-shop for creating seamless customer experiences. Use the email builder to create professional-looking, mobile-responsive emails, then test them out using their campaign optimizer. Automate specific actions when recipients open or click on your emails and send each down tailored customer paths. Landing pages and signup forms allow you to generate new leads and automatically add them to your CRM and any customer journeys. A/B testing makes it simple to track performance from each of your campaigns. Finally, an automation viewer allows you to view all of the automation setup in your account, giving you the whole picture.


GreenRope gives business owners control over their business, including key operation needs like document signing, customer service, project management, learning management, event management and more. Their ticketing feature helps manage customer service inquiries and other requests. Automatically assign tickets to different people on your team based on rules, trigger automation, and activate reminders to make sure nothing slips through the cracks. GreenRope’s project management tool is a powerful way to track both internal and customer-facing projects. Share updates with clients, track billable hours, set a timer, and more.


  • Lead Management
  • Budget / Expense Tracking
  • A/B Testing
  • Social Media Integration
  • Contact Management
  • Forecasting
  • Dashboards
  • API
  • Billing / Invoicing
  • Task Management
  • Collaboration Tools
  • Document Management / Sharing


  • Quickbooks
  • WordPress
  • Gmail
  • Microsoft Outlook
  • GoToMeeting
  • Microsoft Dynamics
  • Olark
  • Salesforce

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