CRM for Consultants

GreenRope offers a full-featured platform consolidating CRM, marketing automation, resource and project management, HR capabilities, and more into one single software. Our unique approach to business management technology gives you a 360-degree view of your business from pursuit and proposal to retention in one sleek platform.

We understand the need to cultivate and grow valuable relationships while meeting the ever-changing needs of today's consumers. GreenRope is your one-stop shop for sales, marketing, customer service, project management, invoicing, and more. Let us help you work smarter, not harder.

Better Business Management

  • Manage all of your contacts & opportunities in one place.
  • Quickly create, send, and manage quotes, estimates, and invoices with Intuit’s QuickBooks Integration.
  • Create and request encrypted document signing between clients and consultants, saved in your account’s unlimited secure data storage.
  • Streamline opportunity management to make sure you are hitting your goals.
  • Create an empowering employee onboarding and education course.
  • Automate standard practices around client acquisition and onboarding.

Advanced Time Management

  • Keep track of billable consulting hours with project management tools.
  • Stay organized with private and shared calendars, as well as appointment booking calendars.
  • Maximize your productivity and focus on supporting clients by eliminating time consuming administrative tasks.
  • Use workflows to establish consistent and time-efficient internal processes and external customer experiences.

Streamlined Client Sales & Engagement

  • Create and send professional, mobile responsive emails with easy-to-use editors and pre-built templates.
  • Gain valuable insights into your marketing efforts by identifying your highest performing campaigns.
  • Segment & personalize your messaging to increase ROI and deliver tailored customer experiences.
  • Use Kanban boards & opportunities to organize your customers and move them throughout the entire pipeline.
  • Automate your lead nurturing to ensure you are always top of mind.

Improved Communication

  • Enable better team communication with workflows to create a seamless transition between departments.
  • Break down departmental silos and allow the free flow of data.
  • Manage your client relationships every step of the way and always ensure you are actively engaging with them.
  • Convert prospects into clients more effectively with transparent pipeline management, targeted email marketing, and more.
  • Instill confidence in your consultancy firm by delivering personalized, efficient, and relevant experiences.

Interested in learning more about GreenRope for consultants? Click here to speak to one of our experts today.

Did you know that you can white label GreenRope and offer our software as your tool? Provide even more value to your clients by offering them CRM and marketing automation. Click here to learn more.