The Best CRM
for LPL Financial Advisors

Simplify and streamline with all-in-one CRM, workflow management, email marketing, and sales automation.

GreenRope integrates all the tools you need as a financial advisor to help you save time, so you can focus on what really matters.

Benefits of using GreenRope:

  • Approved LPL partner
  • Contact and sales management
  • Email marketing
  • Workflow management
  • Easy-to-setup automation
  • Built-in landing pages
  • 24/7 user support
  • No contracts or hidden fees

GreenRope is an approved LPL partner! Try us free for 14 days!


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Try GreenRope free for 14 days and find out how you can work smarter with complete CRM

“My first month with GreenRope has been the polar opposite of my experience with InfusionSoft. Your software is good, delightfully stable and nicely thought out, and your support is great!”

Sharene Treffinger | VP of Marketing | Marketing-Treff

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