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As organisations constantly look for competitive advantages in today's rapidly
changing business world, managing your customers and sales processes effectively
has become essential. Greentree's CRM suite provides a solution that can be easily
tailored to suit most businesses, with seamless integration into the core Greentree
financial and distribution modules and secure individual and workgroup-based access
to sensitive information.
Contacts & Relationships
This module provides the hub of CRM and is used to define your relationships with
other organisations, and the various contact people within these. Integration to
Accounts Receivable is on-line and seamless, with absolutely no data duplication.
Effective data security in a CRM system is essential to ensure unauthorised persons
are not able to access sensitive information. Within Greentree, access to each record
can be controlled at an individual level, in addition to team or workgroup levels.
PDF Brochure
Sales & Marketing
A range of tools for full sales cycle management, pipeline reporting, quote creation
and automated sales order creation into Greentree is available within this module.
With on-line access to Inventory products, prices and availability, your sales staff
will be able to create accurate quotes easily via a direct link to Word or Excel.
PDF Brochure
Bookings Management
Greentree's Bookings Management suite is a versatile solution for organisations that
require efficient coordination and planning for their resources. Bookings Management uses
standard Greentree data screens in concert with visual tools to provide a clear picture
of the current resource bookings and any future deployment that has been scheduled.
PDF Brochure
Customer Support
Managing problems and ensuring solutions are provided in an effective and timely manner
is a critical process for many organisations. The Greentree Customer Support modules
are ideal for managing both internal and external help desk functions, with a proven
methodology and highly effective approach.
PDF Brochure
Asset Management
Maintaining customer systems or assets in multiple or remote locations requires careful
resource planning and effective IT systems. The Greentree Asset Management suite works
in conjunction with the Greentree Customer Support suite of software to provide a range
of options for organisations of any size.
PDF Brochure
Counter Sales
Greentree Counter Sales provides a solution for organisations that need to process
'over-the-counter' sales, but do not require a complete Point of Sale application.
Counter Sales supports the use of scanning hardware and is fully integrated to the
complete Greentree system in real time.
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Fund Raising
Organisations that rely on donations as a source of revenue are able to use Greentree's
Fund Raising module to manage and account for donations and pledges. Fund Raising tracks
the donation process from the initial pledge through to the receipt of the promised funds.
PDF Brochure
eService
In today’s web-enabled business world, customers expect direct access to information
serving technologies that will help them stay informed, communicate effectively and make
better business decisions. The Greentree eService Portal empowers your customers and staff,
with a web-based connection to the Greentree CRM Service & Support modules, providing
real-time access to both enquiry and data entry functions.
PDF Brochure
Demonstration site
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