GreenRope Features
Platform (15)
Customization
Based on 65 GreenRope reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 64 GreenRope reviews and verified by the G2 Product R&D team. 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.
User, Role, and Access Management
Based on 70 GreenRope reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 42 GreenRope reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 31 GreenRope reviews and verified by the G2 Product R&D team. 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.
Document & Content Mgmt.
Based on 51 GreenRope reviews and verified by the G2 Product R&D team. 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.
Performance and Reliability
Based on 68 GreenRope reviews and verified by the G2 Product R&D team. 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.
Output Document Generation
Based on 42 GreenRope reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Customization
Based on 61 GreenRope reviews and verified by the G2 Product R&D team. System provides sufficient customization to meet business requirements
Workflow Capability
Based on 61 GreenRope reviews and verified by the G2 Product R&D team. 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.
User, Role, and Access Management
Based on 67 GreenRope reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 33 GreenRope reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
Based on 26 GreenRope reviews and verified by the G2 Product R&D team. 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.
Performance and Reliability
Based on 59 GreenRope reviews and verified by the G2 Product R&D team. 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.
Output Document Generation
Based on 34 GreenRope reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Sales Force Automation (9)
Contact & Account Management
Based on 106 GreenRope reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Based on 48 GreenRope reviews and verified by the G2 Product R&D team. 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
Opportunity & Pipeline Mgmt.
Based on 85 GreenRope reviews and verified by the G2 Product R&D team. 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.
Task / Activity Management
Based on 87 GreenRope reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
Based on 43 GreenRope reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
Based on 42 GreenRope reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
Based on 44 GreenRope reviews and verified by the G2 Product R&D team. 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.
Quote & Order Management
Based on 41 GreenRope reviews and verified by the G2 Product R&D team. 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.
Customer Contract Management
Based on 44 GreenRope reviews and verified by the G2 Product R&D team. 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.
Marketing Automation (4)
Email Marketing
Based on 110 GreenRope reviews and verified by the G2 Product R&D team. 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.
Campaign Management
Based on 92 GreenRope reviews and verified by the G2 Product R&D team. 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.
Lead Management
Based on 91 GreenRope reviews and verified by the G2 Product R&D team. 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.
Marketing ROI Analytics
Based on 67 GreenRope reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities
Customer Support (5)
Case Management
Based on 70 GreenRope reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
Based on 70 GreenRope reviews and verified by the G2 Product R&D team. 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.
Knowledge Base
Based on 74 GreenRope reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Based on 59 GreenRope reviews and verified by the G2 Product R&D team. 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.
Support Analytics
Based on 57 GreenRope reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (6)
Data Import & Export Tools
Based on 70 GreenRope reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 42 GreenRope reviews and verified by the G2 Product R&D team. 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.
Breadth of Partner Applications
Based on 39 GreenRope reviews and verified by the G2 Product R&D team. 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.
Data Import & Export Tools
Based on 60 GreenRope reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
Based on 35 GreenRope reviews and verified by the G2 Product R&D team. 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.
Breadth of Partner Applications
Based on 27 GreenRope reviews and verified by the G2 Product R&D team. 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.
Mobile & Social (3)
Social Collaboration Features
Based on 55 GreenRope reviews and verified by the G2 Product R&D team. 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
Social Network Integration
Based on 56 GreenRope reviews and verified by the G2 Product R&D team. 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.
Mobile User Support
Based on 54 GreenRope reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (8)
Reporting
Based on 88 GreenRope reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 100 GreenRope reviews and verified by the G2 Product R&D team. 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
Forecasting
Based on 53 GreenRope reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Basic Reporting
Based on 91 GreenRope reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives.
Web Analytics
Based on 69 GreenRope reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity.
ROI Analytics
Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. 43 reviewers of GreenRope have provided feedback on this feature.
Revenue Analytics
Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. 40 reviewers of GreenRope have provided feedback on this feature.
SEO / Keyword Analytics
As reported in 38 GreenRope reviews. Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.
Email Marketing (4)
Building and Personalizing Emails
Based on 102 GreenRope reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically
Sending Outbound Emails
Based on 103 GreenRope reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending.
Manage Email Deliverability
Based on 102 GreenRope reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.
Automated Email Responses
Based on 87 GreenRope reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores
Online Marketing (5)
Landing Pages and Forms
Based on 71 GreenRope reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.
Dynamic Content
Based on 58 GreenRope reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.
A/B Testing
Based on 43 GreenRope reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.
Mobile Optimized
Based on 68 GreenRope reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages.
Search Tracking and Optimization
As reported in 59 GreenRope reviews. Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords.
Lead Management (8)
Marketing Lead Database
Based on 77 GreenRope reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history.
Data Quality Management
As reported in 65 GreenRope reviews. Data quality consists of deduplication, cleansing, and appending your marketing database.
Segmentation
Based on 72 GreenRope reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information.
Lead Scoring and Grading
Based on 70 GreenRope reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization.
Lead Nurturing
Based on 66 GreenRope reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.
Online Behavior Tracking
Based on 72 GreenRope reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.
Automated Alerts and Tasks
Based on 71 GreenRope reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
CRM Lead Integration
Based on 71 GreenRope reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system.
Campaign Management (4)
Program Management
Based on 51 GreenRope reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI.
Event / Webinar Marketing
Based on 53 GreenRope reviews and verified by the G2 Product R&D team. Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar.
Calendaring
Based on 64 GreenRope reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.
Budgeting
Based on 21 GreenRope reviews. 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, and reconciling plans with actual invoices.
Social (5)
Social Listening
Based on 40 GreenRope reviews and verified by the G2 Product R&D team. Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores.
Social Sharing
Based on 45 GreenRope reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
Social Campaigns
Based on 41 GreenRope reviews and verified by the G2 Product R&D team. Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.
Social Media Engagement
Based on 38 GreenRope reviews and verified by the G2 Product R&D team. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.
Social Media Advertising
Based on 31 GreenRope reviews and verified by the G2 Product R&D team. Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time
Page Customization (4)
Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
Templates
Provides ready-made templates for simplified landing page creation.
Advanced Customization
Allows users to edit a page's HTML or CSS code, or add custom code.
Content Library
Allows users to upload and manage content such as photos, videos, and audio.
Page Optimization (4)
A/B Testing
Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion.
Mobile Responsive
Creates mobile responsive pages for optimized viewing on mobile devices.
Web Analytics
Gives users insight into unique pageviews, conversions, visitor location and device type, etc.
SEO
Optimizes content to increase search engine result rankings.
Integrations (3)
E-Commerce Integration
Integrates with e-commerce platforms.
Email Marketing Integration
Integrates with email marketing providers to share captured lead data.
Domain Integration
Allows companies to connect landing pages to their existing domain.
Survey Management (4)
Survey Builder
As reported in 13 GreenRope reviews. Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
Question Types
Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings This feature was mentioned in 13 GreenRope reviews.
Templates
As reported in 11 GreenRope reviews. Offers pre-built templates for creating surveys with different audiences or use cases
Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc. This feature was mentioned in 10 GreenRope reviews.
Survey Customization (4)
Branching/Skip Logic
Helps create more intelligent surveys based on respondent's actions and answers
Branding
Based on 12 GreenRope reviews. Allows users to customize survey colors, logos, and URLs to match company branding
Multimedia Support
Based on 10 GreenRope reviews. Ability to embed videos, photos, or other rich media
Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (4)
Reporting & Analytics
As reported in 13 GreenRope reviews. Provides tools to visualize and analyze data
BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
Data Exporting
As reported in 13 GreenRope reviews. Allows users to export reports from the product into an .xsl, .csv, or .pdf file
Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results This feature was mentioned in 12 GreenRope reviews.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 11 GreenRope reviews.
Agentic AI - Landing Page Builders (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Automation (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Survey (3)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.




