GreenRope vs. Salesmate

The price point and full featured application of GreenRope makes it perfect for small and medium sized businesses. GreenRope is an excellent alternative to some of the higher priced, better known CRM systems (Infusionsoft, AWeber, Ontraport, etc.). If you have specific requirements for your industry or business, GreenRope support will help to ensure that you get set up properly with what you need

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Easy to get going with. They were great help in importing data from infusion soft. Great people to work with in training.
• Low cost. This program is affordable for us little guys. Does what you need. Cost less than half of infusion soft for more.
• Powerful. It lets me do all the things that I want. They are responsive to new feature requests too. When you make a suggestion you feel like it is heard and appreciated.

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• The only thing I can say is that it has so many features that I do not think I have had the time to use and evaluate. I think I am probably missing out of a lot of great features.
• GreenRope has many email templates but seem to be directed to specific industries like retail, restaurants, etc. Would like to see more email templates.

Incentivized

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

They have monthly renewals, so at any time you can cancel and not feel like they are holding your money. Their customer support is easy to work with. Their ticketing system to communicate with you about service issues is fantastic(which is included in the monthly fee) allows you to track issues. We use the ticketing system and add it to our website. This gives people the ability to communicate with us 24/7.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.

Many times I have to repeat the issue several times before the person understands correctly. There was also an instant where support was not available when help was needed, had to wait for a response and it was a business day.

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win

No - All very straightforward and simple.

I use some of these softwares in conjunction with GreenRope. Simply put, one software cannot do everything. So I still like to use a combination of WordPress-centric software for my ecommerce. I use Edgar to schedule my social media only because it allows me to keep a library of posts -- otherwise, GreenRope replaces HootSuite. Outlook integrates (and RingCentral will soon). My business is too big to not have separate accounting (Xero) but GreenRope would be adequate for solos. GreenRope reduced my software quite a bit. It replaced Zoho, Infusionsoft, Mail Chimp, Access, Wufoo, Basecamp and InstantCustomer. It's not a great project management software, but it serves my needs for managing the pre-engagement process and nurture processes. GreenRope is best as a CRM and it forms a central part of my overall business technology machine.

I was using the free version of Hubspot, which was extremely limiting. If I wanted to go ahead and unlock a simple feature, which every other CRM offered, my price would shoot up to hundreds of dollars a month for no reason, as they force you to unlock “all the features” not just the ones you need. Salesmate is much better, as you can choose which features you want, and don’t want.

• GR has made our company much more organized from client details/history, sales work flow, email campaigns, website tracking and lead conversions.
• We have grown our business 60% in the last 12 months. GR definitely helped us reach that growth.
• Prior to GR we did everything the old fashioned way. I don't have anything to compare it to because we had no prior experience with another CRM provider. I can say that I am truly happy with our progress in GR and learning the program was pretty easy.

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.