Streamline your data management process with the CSV Online File + GreenRope integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

GreenRope is a small business CRM that provides a variety of useful tools for marketing automation and email marketing management. It’s an all-in-one solution that comes with a user-friendly interface suited for small and midsized businesses, which combines CRM, CMS, project management, a Marketing automation software, an Email Marketing solution, a platform for Sales management and a suite of productivity tools.

GreenRope offers a complete CRM solution, also including Social CRM features. The platform is designed to organize and automate a series of steps, in order to better manage and speed up the customer engagement process. The CRM includes information about customers and leads, interaction historics (email, social media and any trackable data, including payments), a built IMAP Email integration to sync your inbox with the CRM, and a Sales Pipeline Management System.

GreenRope is strongly focused on Marketing Automation. It offers a Workflow feature which allows their customers to set up sequences and automatic actions, such as sending automatic emails to contacts who have performed a specific action/activities. One of the most interesting feature is the Lead Scoring System, which allows you to identify the hottest leads and the value that leads and customers have for your business.