Home > CRM Software > GreenRope > GreenRope vs Referral Maker

GreenRope vs Referral Maker

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Our analysts compared GreenRope vs Referral Maker 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 User Ratings Analyst Summary Screenshots
GreenRope Software Tool
Referral Maker Software Tool
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Product Basics

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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Referral Maker is a cloud-based solution that helps businesses manage leads, client feedback, databases, performance tracking and more from a central location. With features like a Dashboard and Priority Action Center, it boosts productivity and lead-to-close ratio.

Suited for businesses of all sizes, it maximizes sales efficiency and expands operations through relational marketing.
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$49 Monthly
Free Trial is available →
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Tailored to your specific needs
$49 Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
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Windows
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Android
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Cloud
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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

  • 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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  • Simplify Access: A simple, easy-to-use interface improves adoption rates while reducing the learning curve. 
  • Ensure Data Security: Ensure data safety through privacy-preserving encrypted data processing and automated scheduled backups. 
  • Leverage Cloud-Based Deployment: Leverage a cloud-based suite that prevents hardware investments and supplies operational agility. 
  • Get Mobile Accessibility: Access the software through a mobile website login and dedicated mobile apps over Android and iOS devices. 
  • Avoid Data Duplicity: Run duplicity scans to solve data duplicity and redundancy issues while managing contacts, listings and document data. 
  • Increase Revenue: Boost revenue by optimizing sales processes and improving win rates for faster ramp-up times and larger deal sizes.  
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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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  • Dashboard: Get a visual overview of key metrics, activities and reports with a drag-and-drop customizable dashboard. Track metrics like average list price, average sales-to-close ratio, commission and upcoming appointments in real time. Collect useful insights for decision making at a glance. 
  • Calendar Management: Integrate with Google and iCalendar to get meetings, calls and appointment reminders in a timely manner. 
  • Campaign Management: Create and manage concurrent campaigns across multiple channels while tracking and optimizing them in real time to improve conversion rates. 
  • Contact Management: Store, organize, group and segment contacts centrally. Add tags and custom fields while using smart filters to search for contacts with similar attributes. Linear communication timelines make relevant information readily accessible. 
  • Email Marketing: Engage leads and build customer retention and loyalty through each stage of the buying journey with the email marketing module and customizable dynamic templates. 
  • Goal Tracking: Set up and track quantifiable time-based goals at the user, team, and organization levels to stay on the right track and maintain performance. 
  • Interaction Tracking: Track call and meeting details and attach notes for further information and follow-up activities. Track response rates for email interactions. 
  • Lead Management: Maintain a sales and marketing lead database while recording all marketing interactions between each prospect and the organization, including website visits, email clicks, scoring changes, and data updates and history. Also, track the sales activities for each prospect and their movement along the sales pipeline. 
  • Pop-By: Track clients in the vicinity and schedule visits through advanced mapping technology on the mobile version of the software. 
  • Priority Action Center: Get automatically populated to-do lists for the day with prompts for all activities such as calling prospects, writing notes and planning client meetings. 
  • Referral Tracking: Utilize an existing network of customers and users to send, receive, and track business referrals and sales leads. Keep networking activities up-to-date in one place. 
  • Reporting and Analytics: Access reports about data contained within the system, including sales, marketing and operational activities. Create ad hoc reports according to specific requirements. 
  • Task Management: Access an intuitive task management module that curates meetings and other important tasks and sets up automated reminders and notifications. 
  • Video Messages: Record and attach video messages to emails for increased engagement rates with an add-on feature. 
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Product Ranking

#26

among all
CRM Software

#196

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 360 reviews
Great User Sentiment 42 reviews
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.

86%
of users recommend this product

Referral Maker has a 'great' User Satisfaction Rating of 86% when considering 42 user reviews from 2 recognized software review sites.

4.3 (182)
n/a
n/a
4.31 (21)
4.3 (151)
4.3 (21)
4.1 (27)
n/a

Synopsis of User Ratings and Reviews

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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Simple and Easy to Use: Referral Maker is praised for its user-friendly interface and intuitive design, making it easy for users of all technical levels to navigate and utilize its features effectively.
Effective Referral Tracking: The platform provides robust tools for tracking referrals, allowing users to monitor the progress of their referral campaigns and measure their success in real-time.
Customizable Referral Programs: Referral Maker offers a high degree of customization, enabling users to tailor their referral programs to their specific needs and goals, including setting custom rewards, designing unique referral links, and creating targeted campaigns.
Automated Referral Process: The platform automates key aspects of the referral process, such as sending referral invitations, tracking referrals, and distributing rewards, saving users time and effort.
Integrations with Popular Tools: Referral Maker integrates seamlessly with various popular CRM and marketing tools, allowing users to connect their referral program with their existing workflows and data.
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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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Limited Integrations: Referral Maker's integrations with other business tools and platforms are limited, making it challenging to incorporate into existing workflows and hindering data synchronization with other essential systems.
Customization Constraints: The platform's customization options are somewhat restricted, potentially limiting the ability to tailor the referral program to specific branding and unique requirements.
Mobile App Deficiency: The absence of a dedicated mobile app can inconvenience users who prefer managing their referral programs on the go, potentially impacting engagement and responsiveness.
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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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Is Referral Maker a cut above when it comes to making referrals? User reviews from the past year suggest that Referral Maker, while helpful for some, might not be the "referring" champion for everyone. Users appreciate its straightforward setup and ease of use, especially for those already familiar with Buffini & Company's systems. The program's task management and contact organization features are praised for keeping users on top of their client relationships, a crucial aspect of real estate. However, some users find the software's functionality somewhat limited compared to competitors like LionDesk or Top Producer CRM, particularly when it comes to advanced features and integrations. For instance, a lack of in-depth reporting tools and limited customization options are common complaints. Referral Maker seems best suited for real estate professionals already invested in the Buffini & Company ecosystem who prioritize simplicity and ease of use over a wider range of features. If you're looking for a basic CRM to manage contacts and stay organized, Referral Maker could be a good fit. However, if you require robust reporting, advanced automation, or integrations with other platforms, exploring alternatives might be worthwhile.

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