Home > CRM Software > Insightly > Insightly vs GreenRope

Insightly vs GreenRope

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Our analysts compared Insightly vs GreenRope based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Insightly Software Tool
GreenRope Software Tool
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Product Basics

Analyst Rating

70 Detailed Analysis

User Sentiment

Great User Sentiment (1732 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (360 Reviews)
Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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GreenRope is an all-in-one CRM aiming to unify sales, marketing, and operations under one platform. It caters to businesses seeking streamlined workflows and improved team collaboration. GreenRope boasts features like lead generation, email marketing automation, social media management, and customer service tools. Users praise its user-friendly interface, comprehensive reporting capabilities, and 24/7 customer support. Compared to similar options, GreenRope is lauded for its affordability, offering unlimited users and emails at a flat monthly fee. However, some users mention occasional limitations in customization and integrations compared to more established CRMs. Overall, GreenRope shines for businesses seeking a cost-effective, user-friendly solution to manage customer relationships across departments.

Pros
  • User-friendly interface
  • Unlimited users, emails
  • Comprehensive reporting
  • Affordable flat fee
  • 24/7 customer support
 Cons
  • Limited customization
  • Fewer integrations
  • Occasional feature glitches
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$29/User, Monthly
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Tailored to your specific needs
$49 Monthly
Free Trial is available →
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Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Compile Data Insights: A range of BI tools, such as dashboards and configurable reports, let you drill into metrics. Views include win rates, past or projected revenue, lead sources and sales rep performance. Drag-and-drop capability makes it easy to arrange layouts, and you can share full dashboards or specific graphs and charts with other users. The system also supports automated scheduling and emailing for reports. 
  • Use Your Favorite Apps: Insightly integrates with a range of popular third-party apps so your organization can work with familiar tools. Supported integrations include Office 365, G Suite, MailChimp, Slack, QuickBooks, Outlook, Zapier, Dropbox, Evernote, Box and Xero. 
  • Customize Insightly: You can add custom fields and arrange custom page layouts to fit the software to how your business works. Setting page layouts lets you determine the fields displayed, who can view them and what order they appear in. 
  • Gain Data Security: The software employs security measures like authentication for single sign-on, data encryption and two-factor authentication. It also supports GDPR compliance and EU/US Privacy Shield regulations. 
  • Price & Quote Products: You can create and edit price books, allowing you to store your company’s products and accompanying details in an organized way. You can choose a price book to be associated with an opportunity and then add products. You can then generate and manage quotes, either from within the opportunity screen or from the quotations tab. 
  • Manage Projects: Insightly includes project management functionality to help your teams stay on top of all aspects of an order. Closed opportunities can be converted into projects, which transfers all data from the deal. From there, features such as a board view, cards, task lists, milestones, notifications, email updates for the customer and project expense data help users see the project to completion. 
  • Work Mobile: Your teams can take information on the go with the mobile apps for iOS and Android. Mobile functionality lets users scan business cards, update information for current or new opportunities, take voice notes and manage project details. The apps also have real-time data sync. 
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  • Cloud-Based Platform: Supported by all browsers and has a mobile website for easy accessibility. Also available on iOS and Android, making it easy for users to work on the go. 
  • Cost-Effective: A survey conducted by VentureBeat supports a bold claim made by GreenRope – their software can save up to 80% total cost of ownership compared to their competitors while increasing revenue by 75% within 12 months. Flat subscription rate is available with accessibility and user controls, as opposed to other CRMs that charge on a per-user basis. 
  • Extensive Integrations: Prebuilt integrations with third-party apps like Evernote, Twilio, Panda Docs and more ensure seamless work management. Also integrates with Zapier and offers an API for further integrations that can be built according to requirements. 
  • Improved Customer Relationships: Provide customers the support they expect. Leverage a dedicated customer support portal, knowledge base management and call center activity management to ensure faster resolution and customer satisfaction. 
  • Omnichannel Management: Create multiple campaigns across disparate channels, as well as track and optimize them in real-time to improve conversion rates. 
  • Drive More Revenue: Improve sales and enhance revenue streams. Lead generation and nurturing tools help assign and track progress of the sales team, as well as stay on top of clients’ information, needs and demands. 
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  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
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  • Dashboard: Offers two modules to quickly navigate through information: 
    • Basic: Highly customizable with interactive widgets, delivering information of daily activities and to-do lists, business growth rate and other stats around it. 
    • Expanded: Provides detailed information related to the website, visitors, conversions, transactions, new sign-ups and more. 
  • Calendar: Get a monthly, weekly and daily overview of upcoming tasks and activities, events, and booking activities. Manage internal calendars for multiple groups across the sales, marketing and operations department. 
  • Partner Relationship Management: Manage partners by tracking channel partner leads and sales opportunities, as well as share product, pricing, quoting, ordering and training information for seamless collaboration. 
  • Opportunity and Pipeline Management: Manage sales opportunities through the customer lifecycle from lead to order. Manage sales pipelines by individual sales rep, team, region and company-wide, with options to track stages, values and probabilities of close. 
  • Email Marketing: Create professional-looking, mobile-responsive emails, and test them out using the campaign optimizer. Once sent out, track the performance of each campaign. Offers options to automate the entire campaign based on tailored activity triggers. 
  • Search Tracking and Optimization: Track search rankings and performance of keywords and links in major search engines. Integrated with Google AdWords, this helps improve page-level SEO and campaign performance. 
  • Customer Support: Gives customers a convenient way to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Supports creating an information repository or knowledge base for customers, and managing call center activities for faster query resolution. 
  • Lead Management: Maintain a marketing lead database, keeping a record of all marketing interactions between each prospect and the organization, including website visits, email clicks, scoring changes, and data updates and history. 
  • Data Segmentation and Quality Management: Segment the database on the basis of demographic, company and behavioral attributes, as well as CRM information. Also, remove duplicates, cleanse and append marketing databases to keep it relevant. 
  • Lead Nurturing: Automated drip marketing campaigns send relevant messages over time for lead nurturing, based on prospect behaviors and pre-defined campaign steps. 
  • Reporting and Analytics: Access reports about data contained within the system, including sales, marketing and operational activities. It’s possible to create ad-hoc reports according to specific requirements. 
  • Sales Forecasting: Check projected sales revenue on a department and individual level, based on historical sales data, analysis of market surveys and trends. 
  • Campaign Management: Manage marketing campaigns across multiple channels, including online ads, video campaigns, mobile, virtual events and social media. Entails end-to-end campaign management, from creating assets and defining campaign objectives to tracking results and costs to assessing ROI. 
  • Event and Webinar Marketing: Streamline marketing processes including personalized invitations, registration, reminders and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar and more to enable smooth event management. 
  • Budgeting: Manage all aspects of marketing investments, including: 
    • Assigning top-down budgets to various groups and divisions
    • Planning marketing spending across programs
    • Tracking open-to-spend
    • Ensuring budget compliance
    • Coordinating work-flows and permissions
    • Reconciling plans with actual invoices
  • Social Collaboration: Multiple users within the organization can interact, share information and track progress against a common goal by creating custom collaboration spaces. 
  • Social Network Integration: Monitor leads and contacts on social networks, incorporate the same data into their lead and customer database, and use it to segment prospects. Also, reach customers by social profile and activity. 
  • Social Campaigns: Schedule automated posts to social networks, measure engagement, amplify brand stories and optimize social ad campaigns in real time.
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Product Ranking

#12

among all
CRM Software

#26

among all
CRM Software

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Analyst Rating Summary

70
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74
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81
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Insightly
GreenRope
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
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User Sentiment Summary

Great User Sentiment 1732 reviews
Great User Sentiment 360 reviews
81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

86%
of users recommend this product

GreenRope has a 'great' User Satisfaction Rating of 86% when considering 360 user reviews from 3 recognized software review sites.

4.6 (14)
n/a
4.1 (550)
4.3 (182)
4.0 (481)
n/a
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4.3 (151)
4.6 (73)
n/a
4.0 (614)
4.1 (27)

Synopsis of User Ratings and Reviews

Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Streamlined Workflow: All-in-one platform for sales, marketing, and operations.
User-Friendly Interface: Easy to learn and navigate, even for non-technical users.
Comprehensive Reporting: Gain insights into customer interactions and campaign performance.
Cost-Effective: Affordable flat fee with unlimited users and emails.
24/7 Customer Support: Get help whenever you need it.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Limited Customization: Fewer options for tailoring the platform to specific needs.
Fewer Integrations: May not connect seamlessly with all desired third-party tools.
Occasional Feature Glitches: Users report minor bugs and functionality issues.
Limited Scalability: May not be suitable for very large or complex organizations.
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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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User opinions on GreenRope paint a multifaceted picture. Enthusiasts laud its all-in-one approach, praising how it "replaces several pieces of software, saving costs and boosting efficiency". The user-friendly interface is a frequent highlight, with users appreciating its "ease of learning and navigation, even for non-technical folks". GreenRope's comprehensive reporting also wins favor, offering valuable "insights into customer interactions and campaign performance". However, some users find GreenRope's customization options limiting, wishing for more "tailoring to specific needs". Integration woes surface occasionally, with mentions of "fewer seamless connections to desired third-party tools" compared to larger competitors. Minor "bugs and functionality issues" are reported, though the 24/7 customer support receives praise for its promptness and helpfulness. Ultimately, GreenRope emerges as a cost-effective, user-friendly solution for streamlining workflows. Users seeking a robust, highly customizable option may need to look elsewhere, but for those prioritizing affordability and ease of use, GreenRope offers a compelling alternative. As one user aptly puts it, "GreenRope isn't the fanciest CRM on the block, but it gets the job done without breaking the bank."

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Screenshots

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Head-to-Head Comparison

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