GreenRope

GreenRope

(140)
4.3 out of 5 stars

GreenRope is a complete CRM, marketing automation, and more. Integrated software that consolidates & simplifies your organization's sales, marketing and operations.

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GreenRope Features

Sales Force Automation
Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

83%
(Based on 56 reviews)
Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

83%
(Based on 27 reviews)
Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

82%
(Based on 60 reviews)
Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

79%
(Based on 19 reviews)
Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

79%
(Based on 20 reviews)
Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

84%
(Based on 73 reviews)
Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

73%
(Based on 18 reviews)
Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

75%
(Based on 22 reviews)
Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

76%
(Based on 21 reviews)
Marketing Automation
Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

87%
(Based on 79 reviews)
Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

86%
(Based on 63 reviews)
Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

86%
(Based on 61 reviews)
Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

85%
(Based on 40 reviews)
Tasks
Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

91%
(Based on 8 reviews)
Due Dates

Set deadlines on tasks.

91%
(Based on 8 reviews)
Task Prioritization

Set priority levels on tasks so individuals can organize their work.

91%
(Based on 8 reviews)
To-Do Lists

Each user can view their list of tasks to be completed.

91%
(Based on 8 reviews)
Customer Support
Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

88%
(Based on 34 reviews)
Case Management

Tracks issues/help requests reported by customers through the resolution process.

88%
(Based on 45 reviews)
Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

89%
(Based on 41 reviews)
Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

87%
(Based on 47 reviews)
Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

88%
(Based on 33 reviews)
Collaboration
Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

Not enough data available

Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

85%
(Based on 5 reviews)
Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

Not enough data available

Sales
Contact Management

Captures contact information of customers and prospects.

91%
(Based on 7 reviews)
Interaction Tracking

Captures interactions and communications between sales teams and customers.

93%
(Based on 6 reviews)
Lead Management

Compiles leads and related data while ranking them based on potential conversion rate.

94%
(Based on 5 reviews)
Opportunity Management

Tracks prospects based on their location in the sales pipeline.

91%
(Based on 5 reviews)
Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

Not enough data available

Reporting & Analytics
Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

80%
(Based on 31 reviews)
Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

83%
(Based on 59 reviews)
Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

83%
(Based on 70 reviews)
Projects
Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

85%
(Based on 6 reviews)
Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

90%
(Based on 9 reviews)
Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Not enough data available

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

Not enough data available

Issue Tracking

Track issues and manage resolutions.

Not enough data available

Marketing
Newsletters

Enables the creation and distribution of marketing newsletters.

87%
(Based on 8 reviews)
Email Campaigns

Provides tools such as budgeting and calendaring to orchestrate and execute an email campaign.

91%
(Based on 8 reviews)
Email Tracking

Tracks outgoing emails and enables users see if targets viewed an email.

91%
(Based on 8 reviews)
Marketing Analytics

Measures the effectiveness of marketing campaigns.

91%
(Based on 7 reviews)
Social Marketing

Provides functionality to execute marketing campaigns via social channels.

88%
(Based on 5 reviews)
Mobile & Social
Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

73%
(Based on 35 reviews)
Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

78%
(Based on 32 reviews)
Mobile User Support

71%
(Based on 31 reviews)
Portfolio Management
Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

Not enough data available

Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

Not enough data available

What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

Not enough data available

Workflow

Automate task approvals processes and handoffs at project milestones.

85%
(Based on 5 reviews)
Request Management

Manage project and change requests in the system, approving or sidelining requests.

Not enough data available

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

Not enough data available

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Not enough data available

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Not enough data available

Service
Ticketing

Enables customers to communicate issues via a ticketing system.

Not enough data available

Live Support Chat

Enables users to assist customers via live chat.

Not enough data available

Platform
Output Document Generation

Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

78%
(Based on 22 reviews)
Sandbox / Test Environments

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

75%
(Based on 12 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

83%
(Based on 42 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

84%
(Based on 41 reviews)
Customization

Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

79%
(Based on 41 reviews)
Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

84%
(Based on 39 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

89%
(Based on 20 reviews)
Document & Content Mgmt.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

76%
(Based on 27 reviews)
Resource Management
Resource Database

Maintain a database of resources that contains employment details, skills and availability.

Not enough data available

Resource Allocation

Allocate resources to various projects, phases and tasks.

Not enough data available

Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

Not enough data available

Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

Not enough data available

Integration
Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

74%
(Based on 19 reviews)
Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

83%
(Based on 46 reviews)
Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

68%
(Based on 19 reviews)
Platform
Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

94%
(Based on 5 reviews)
Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

95%
(Based on 6 reviews)
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Not enough data available

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

94%
(Based on 5 reviews)
GreenRope
(140)