GreenRope
4 Case Studies
A GreenRope Case Study
PlantNativ is a San Diego landscaping startup that needed a usable CRM to support its service operations and environmental mission. After initially adopting Salesforce, the team found the interface costly, hard to configure, and underused — key pain points included process automation, cloud contact data and file storage, and syncing online appointment forms via Zapier and Gravity Forms.
They moved to GreenRope for an affordable, flexible, and user-friendly all‑in‑one platform. With hands‑on support from GreenRope’s implementation team they set up file uploads, search and workflow automation and resolved the Zapier/Gravity Forms integration. The switch made the team more responsive, reduced liability in subcontractor management, streamlined sales and marketing for a 360° customer view, and increased productivity by more than 50%.
Jalena
Marketing Manager