PRODUCTS - CUSTOMER RELATIONSHIP MANAGEMENT

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 workgroup-based access to sensitive information.

Contacts & Relationships. This module provides the "hub" of CRM and is used to define relationships with other organisations, and the various contact people within them. 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 - 0.7Mb

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 - 59kb

Inventory Sourcing. Inventory sourcing introduces an intermediate step in the procurement process, by generating suggested fulfillment methods, such as Purchase Order, Stock Transfer, Inventory etc. PDF Brochure - 0.6Mb

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 - 0.6Mb

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 - 149kb

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 - 0.7Mb

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. PDF Brochure - 424kb

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 - 223kb

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 - 0.7Mb Please see the Demo section of this website