Infusionsoft vs GreenRope

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Our analysts compared Infusionsoft 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.

Infusionsoft Software Tool
GreenRope Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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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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$159 Monthly
Get a free price quote
Tailored to your specific needs
$49 Monthly
Get a free price quote
Tailored to your specific needs
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

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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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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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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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

#3

among all
CRM Software

#26

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Great User Sentiment 360 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 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.

5.0 (20)
n/a
4.1 (930)
4.3 (182)
4.1 (1061)
4.3 (151)
4.3 (15)
n/a
3.8 (219)
4.1 (27)

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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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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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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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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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough 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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