Customer Relationship Management
Manage all your contacts, sales and service processes effectively with Greentree’s Customer Relationship Management (CRM) Software.
Comprehensive and fully integrated, Greentree CRM Software provides a powerful base to define the organisations your business comes into contact with and take a holistic view of your relationships with them.
Greentree CRM Software delivers a complete solution: from enabling highly effective marketing efforts, identifying sales opportunities, tracking contacts and their buying behaviours, right through to full integration into mission-critical Financial, Distribution and Job Costing suites.
Greentree4Sales
A truly mobile option for your sales team to access your key sales data at all times, in one place, both historical and upcoming – from anywhere. Greentree4Sales connects your sales engine to your business engine in the most powerful way possible.
Contacts & Relationships
Effectively manage all your interactions internally and externally with customers, suppliers, competitors and prospects. From one screen access all the information you hold on an organisation or contact from communication shared to financial detail.
Sales & Marketing
Effectively manage your complete sales cycle from the initial marketing or telephone campaign to lead tracking, opportunity management, quote creation through to sales order. A true end to end sales process including pipeline reporting.
Bookings Management
A flexible, easy to use and efficient solution for organisations that require co-ordination of events or booking of resources. Its total integration with other Greentree modules enables Bookings Management to handle all aspects of bookings, including confirmation letters and invoicing where applicable.
eCRM
eCRM is a web portal to your Greentree CRM so you can add, define and maintain contacts in the Greentree CRM database from a browser, ideal for geographically dispersed organisations. Also drastically reduce administration costs by giving customers and suppliers secure access to view and manage their own accounts.
Fundraising
Capture where pledges and donations are from, what they relate to and the amount as well as processing monies received. Pledges and donations can be revised ensuring a full audit trail of all revisions is maintained. This is performed with the use of a version number, which reflects the original pledge or donation.
Knowledge Base
Manage information and make it accessible to staff, customers and suppliers as required. The Greentree Knowledge Base module provides a framework for systematically storing information and providing flexible yet secure access control, both internally and externally to that information.