Effective management of all interactions, internally and externally, with your customers, suppliers, employees and prospects.
From one screen you can access all critical information on any organisation or contact from previous communication, emails, quotes to financial data. All the usual fields you would expect in a CRM system are available for contacts and you have unlimited user definable fields and groupings. You can store any information you want that is key to your organisation – work the way you want to work and tailor the system to your exact requirements, simply and easily.
Greentree is a real-time, truly integrated system; every data entry is reflected across all modules instantly. So as prospects are turned into customers, a new customer account is created and can be maintained from Accounts Receivable or CRM. CRM also integrates fully with Accounts Payable, Inventory Management, Requisitions, Sales Orders, Job Costing and General Ledger.