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Greenboard

by Greenboard · Since 2025
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ActiveAvailable globallyCloud
Quick facts
VendorGreenboard
Year launched2025
StatusActive
Location1460 Broadway, Suite 7028, New York, NY 10036
Countries servedGlobal
Languages1
Integrations18+
Free tierN/A
Free trialN/A
Contact salesYES

About Greenboard

Greenboard is a sales management software from Greenboard that helps furniture stores increase close ratios through technology. It provides integrations, increase text capabilities, and high contrast options so sales associates can efficiently follow up with clients via various communication channels. This platform simplifies the process of collecting valuable customer information during walk-ins, emails, SMS, and phone interactions. With features that support different text adjustments and display preferences, Greenboard caters to diverse customer needs and improves accessibility. Key capabilities: Integrations Increase Text Decrease Text Grayscale High Contrast Best for: furniture retailers that need to improve customer engagement and sales follow-up effectiveness.

Greenboard is an advanced Customer Relationship Management (CRM) software designed to help businesses build, manage, and enhance their relationships with customers effectively and efficiently. The platform offers a comprehensive suite of features including contact management, lead tracking, sales automation, marketing automation, customer support, and detailed analytics, ensuring that all aspects of customer relationship management are seamlessly handled and optimized. Greenboard's intuitive interface allows businesses to easily store and organize customer information, track interactions, and manage communication histories, providing a unified view of each customer. Lead tracking tools enable sales teams to capture, nurture, and convert leads effectively, using automated workflows and personalized outreach to increase conversion rates and drive sales growth. Sales automation features streamline the sales process, automating repetitive tasks such as follow-up emails, appointment scheduling, and proposal generation, allowing sales teams to focus on building relationships and closing deals. Marketing automation capabilities support the creation and execution of targeted marketing campaigns, leveraging segmentation, email marketing, and social media integration to engage customers and prospects effectively.

Pros & Cons

Pros
  • 1. Comprehensive Communication: It allows sending and receiving emails and SMS messages directly within the platform, enhancing client communication.
  • 2. Robust Analytics & Tracking: The software provides tools for measuring sales performance, lead sources, and website activity, offering valuable insights.
  • 3. Efficient Lead Management: Features like lead scoring, ownership assignment, and unlimited lead capacity streamline the lead management process.
  • 4. Customization & Integration: Users can customize email and SMS templates, integrate with LiveChat and POS systems, and brand the platform with their own logo.
Cons
  • 1. Potential for Information Overload: With extensive tracking and activity logs, some users might find the sheer volume of data overwhelming without clear prioritization tools.

Features

Key features

1. eMail and SMS within Greenboard

This feature allows users to send and receive both emails and text messages directly within the Greenboard platform, streamlining communication and centralizing client interactions.

2. Sequences

Users can create automated, multi-step email sequences with user-defined schedules, enabling consistent follow-up and nurturing of leads without manual intervention.

3. LiveChat Two Way Integration

This integration connects LiveChat transcripts directly to Greenboard, providing sales associates with real-time customer information during chats, improving efficiency and personalization.

4. Screen Pop Real Time Alerts

As calls come in, the customer's record automatically opens on the computer, giving sales associates immediate access to relevant information before answering, enhancing customer service.

5. Website session history

Sales associates can view which pages clients visited and how long they spent on each, providing valuable insights into client interests and engagement for more targeted sales approaches.

Additional features

1. eMail within Greenboard

Send and receive emails directly within the Greenboard platform.

2. SMS within Greenboard

Send and receive text messages directly within the Greenboard platform.

3. Analytics

Measure key metrics such as close ratio, profitability, and sales associate activity.

4. Bulk eMail

Send emails to multiple clients simultaneously.

5. Sequences

Create a multi-step sequence of emails to be sent on a user-defined schedule.

6. Lead Sources

Easily track where clients are coming from.

7. LiveChat Two Way Integration

Connect LiveChat transcripts to Greenboard with real-time customer information available during chats.

8. Screen Pop Real Time Alerts

Customer records automatically open on a computer as a call is coming in.

9. Lead Scoring

Prioritize clients based on their likelihood to buy.

10. Lead info on Caller ID

See customer information before picking up the phone.

11. Call Recording

Record incoming and outgoing calls.

12. POS Connection

Bring in sales data to enhance sales team efficiency and performance.

13. Website session history

Let sales associates know which pages clients visited and how much time they spent on each page.

14. Lead Owner

Split up leads by sales associates.

15. Manager View

Special permissions for store managers.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
19
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇷🇺RUB🇮🇳INR🇧🇷BRL🇲🇽MXN🇰🇷KRW🇹🇷TRY🇭🇰HKD🇸🇬SGD🇹🇭THB🇳🇿NZD🇿🇦ZAR

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