Sign up for a live demo


Defining Complete CRM

Sales/contacts reporting

All information, any time it’s needed

You collect as much data as you can about your contacts through hours of engagement. With GreenRope’s contacts filtering, you can customize your reports with ease to gain a better picture about a subset of your contacts. It all starts with GreenRope’s default data fields which will get you started with basic intake information, but it doesn’t stop there. You also have the ability to create custom fields that more suits your business needs. As that custom data starts flowing in, your reporting and filtering will become all that more unique when segmenting your lists.

Why segment?

Segmenting your contacts is useful for reaching out to the correct contacts with ease by simply filtering or selecting the proper group that you have set up in your account. For example, if you wanted to see a list of only your leads, you would simply select your Leads group, which can also have an intake signup form attached to it. To take this a step further, you could view leads based on their industry with a custom data field. Now, you are ready to run reports and see which data is most valuable for your company.

With GreenRope’s CRM, segmenting your contacts is easily achievable with groups. Groups are the backbone of the platform and can be used in a variety of ways to assist you with your business’ needs. You can easily segment out your groups by hot and cold leads, current clients, clients who have purchased a product, etc. The possibilities are endless, which means that you receive the level of customizability that your team needs for their workflow. Not only is this crucial for the sales team and their reporting, but your marketing personnel will love this as well because it empowers them to focus their messaging specific to each client type.