GreenRope vs Insightly

Complete CRM and marketing automation means never having to risk the chance of skewed data related to constant importing and exporting. It also means you have every tool in your toolbox right at your fingertips, easily accessible whenever you need it. Simpler platforms might be deceiving because of the third-party platforms you’ll need to piece together to create the whole package. With GreenRope, you will never have to worry about not having the full package! All the tools you need, all the time.

Feature GreenRope Insightly
Setup Fee $399 Account Set Up (includes 3 hours with Client Services Team and a Success Coach) None
Price (based on 5,000 contacts) $299 $59/user/month
Free Trial Included Included
Monthly Emails Unlimited 5,000 per day
Users Unlimited 1, each user has to have a paid license
Customer Relationship Manager (CRM) Included Included, but not a complete CRM that ties together all features; additional costs after 25 custom fields
Lead / Opportunity Management and Tracking Included Included, but limited view of reports and these reports do not integrate into the CRM directly, nor do they allow for custom automation to occur based on these opportunities
Lead Scoring Includes scoring demographics, custom fields, and activities (email, website, forms, tickets, etc.) Not Available
Predictive Analytics Included Not Available
Realtime Alerts Included Not Available
Realtime Social Collaboration Included Not Available
Email Targeting Included Not Available
Email Tracking Included Not Available
Email Templates Included Included
Surveys Included Not Available
Media File Sharing & Storage Included Included
Public Asset Library Included, with preview and automation Not Available
Event Registration Included Not Available
Project Management Included Included
Accounting / Financials Included, with invoices and quotes, and with built-in payment processing Not Available
Ticketing System Included Not Available
Public & Private Wiki Tools Included Not Available
Integrated Social Media Manager Included Included, but cannot do any posting, nor can you get reporting and analytics of how your campaigns are performing
Website Tracking with Campaign Filtering Included, and with CRM integration Not Available
Website / Landing Page Builder Included, also allows for personalized webpages, includes SEO tools Not Available
Free SSL with Websites Included Not Available
Online Stores / Shopping Cart Abandonment Includes automation based on purchases or abandonment, and in-depth reporting Not Available
Lead Capture / Web Forms Included, with auto-responders, logic, automatic contact research, progressive profiling, and CRM integration Limited and no automation occurs based on users signing up
Blogging and SEO Tools Included Not Available
CRM and Marketing Workflows Included Not Available
Booking Calendar Included Included
Contact Research Included Included
Mobile Marketing $1.20 phone number/month

1.2 cents/SMS and 3 cents/MMS

Included inbound call manager with text-to-speech, caller recognition and CRM integration

Included click-to-call with automatic CRM integration

Opt-in available through SMS if not already in the CRM and capabilities to market on responses

SMS and MMS messaging included for sending text messages or picture messages

Automated voice message delivery (recorded file or text-to-speech) with response capture

All SMS, MMS, and Voice functionality is connected to GreenRope's automation engine (journeys and workflows)
Not Available
Mobile App Included Included
Rank in Independent Red Pill Email Marketing Study #1 Did Not Qualify
Lead Risk Assessment for Tickets and Forms Included Not Available
Click-to-Call Capability Included Not Available
Print on Demand Included Not Available
Free Third-Party Integrations Included Included
Campaign and Affiliate Tracking Included Not Available
A/B Testing Included Not Available
Learning Management System (LMS) Included Not Available
Drag and Drop Marketing Automation Builder Included Not Available
Global Action Map Included Not Available
Data Privacy Framework Included Included
Document Management Included Included
Digital Document Signing Yes, and also third party integration Only through 3rd party integration
Proposal Generation Tools Included Only through 3rd party integration
Custom Objects Included Not Available
Customer Portal Included Not Available
Organizational Charts Included Not Available
Inventory Control Management Included Not Available
Multi Tab Application Included Not Available
Data Backup Plan 3 years Not Available
Push Notifications Included Included
GDPR Compliant Included Included
Contact Research Included Not Available
Integrated AI Features * Included Included
Personalized AI Chatbot Included Included
Voice Recognition Connected to AI Included Not Available

* AI is used for helping users to personalize messaging, evaluate the most effective way to contact people and businesses, predict the behaviors and trends that will create more customers, and generate meaningful content. Our AI Dashboard Assistant and AI Relationship Summary deliver valuable insights that allow you to multitask while hearing important account details aloud. Voice recognition connected to AI allows you to navigate your account with simple voice commands. GreenRope’s AI Chatbot allows you to automate customer service through your website and SMS.