As organisations constantly look for competitive advantages in today’s rapidly changing business world, managing your customers and sales processes effectively has become essential. The Greentree 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.
Greentree CRM Modules
Sales & Marketing
| Effectively managing your leads, prospects and customer quotes is a key part of any sales-focussed organisation. Greentree’s Sales & Marketing module provides a range of tools for full sales cycle and campaign management, pipeline reporting, quote creation and automated invoice or sales order creation. With on-line access to inventory products, prices and availability, your sales staff will be able to create accurate quotes and automatically produce these using Microsoft Office Word® or Microsoft Office Excel®. |  |
Contacts & Relationships
| As organisations constantly look for competitive advantages in today’s rapidly changing business world, managing your customers, suppliers, sales and service processes effectively has become essential. Greentree’s Customer Relationship Management (CRM) suite provides a powerful base that allows you to define the organisations your business comes into contact with, and take a holistic view of your relationship with them. | |
Bookings Management
| Comprehensive and integrated co-ordination of events or resource bookings can be a major challenge for many organisations. Greentree’s Bookings Management provides 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 suites enable Bookings Management to handle all aspects of bookings, including confirmation letters and invoicing where applicable. | |
Knowledge Base
Managing information and making it accessible to internal staff, customers and suppliers, is a challenge for all organisations. Greentree’s Knowledge Base module provides a framework for systematically storing information, and providing flexible yet secure access control, both internally and externally to that information.
Fund Raising
Fund Raising allows charity organisations that receive pledges and donations to capture whom the pledge/donation is from, what it relates to and the amount involved. It also allows for the processing of money 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/Donation.
Over the Counter Sales
The Greentree Counter Sales module caters for ‘over the counter’ sales transactions, providing customers with prompt and accurate sales details at the counter. The powerful integration into the Greentree financial module means as soon as payment is received the item is processed, giving Sales personnel real-time information at the time of the sale.
