GreenRope vs. Insightly

The price point and full featured application of GreenRope makes it perfect for small and medium sized businesses. GreenRope is an excellent alternative to some of the higher priced, better known CRM systems (Infusionsoft, AWeber, Ontraport, etc.). If you have specific requirements for your industry or business, GreenRope support will help to ensure that you get set up properly with what you need

For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.

Incentivized

• Easy to get going with. They were great help in importing data from infusion soft. Great people to work with in training.
• Low cost. This program is affordable for us little guys. Does what you need. Cost less than half of infusion soft for more.
• Powerful. It lets me do all the things that I want. They are responsive to new feature requests too. When you make a suggestion you feel like it is heard and appreciated.

• Customization. Although there are some limitations, the world is almost your oyster with Insightly's customizations.
• Simplicity. I appreciate when policy screens are not loaded with too much going on. Insightly looks clean.
• Support. Their help center and the Insightly team is amazing.

Incentivized

• The only thing I can say is that it has so many features that I do not think I have had the time to use and evaluate. I think I am probably missing out of a lot of great features.
• GreenRope has many email templates but seem to be directed to specific industries like retail, restaurants, etc. Would like to see more email templates.

Incentivized

• The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
• The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
• The customizable objects and fields are very useful but the System Settings interface could be more user-friendly

Incentivized

They have monthly renewals, so at any time you can cancel and not feel like they are holding your money. Their customer support is easy to work with. Their ticketing system to communicate with you about service issues is fantastic(which is included in the monthly fee) allows you to track issues. We use the ticketing system and add it to our website. This gives people the ability to communicate with us 24/7.

Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers

It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.

Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.

Incentivized

The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.

Incentivized

Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.

Incentivized

Many times I have to repeat the issue several times before the person understands correctly. There was also an instant where support was not available when help was needed, had to wait for a response and it was a business day.

We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.

Incentivized

Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.

Incentivized

I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable

Incentivized

I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win

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Incentivized

I use some of these softwares in conjunction with GreenRope. Simply put, one software cannot do everything. So I still like to use a combination of WordPress-centric software for my ecommerce. I use Edgar to schedule my social media only because it allows me to keep a library of posts -- otherwise, GreenRope replaces HootSuite. Outlook integrates (and RingCentral will soon). My business is too big to not have separate accounting (Xero) but GreenRope would be adequate for solos. GreenRope reduced my software quite a bit. It replaced Zoho, Infusionsoft, Mail Chimp, Access, Wufoo, Basecamp and InstantCustomer. It's not a great project management software, but it serves my needs for managing the pre-engagement process and nurture processes. GreenRope is best as a CRM and it forms a central part of my overall business technology machine.

Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other data fields. Microsoft and Google do not provide equivalent programs or services. Insightly customer service is quick to respond and address issues. It just takes quite a few emails in order to properly specify an issue or request

Incentivized

(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.

Incentivized

• GR has made our company much more organized from client details/history, sales work flow, email campaigns, website tracking and lead conversions.
• We have grown our business 60% in the last 12 months. GR definitely helped us reach that growth.
• Prior to GR we did everything the old fashioned way. I don't have anything to compare it to because we had no prior experience with another CRM provider. I can say that I am truly happy with our progress in GR and learning the program was pretty easy.

• For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
• Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
• For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
• Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!

Incentivized