Greentree's CRM suite provides a powerful base that allows you to define the organisations your business comes into contact with and takes a holistic view of your relationship with them. Maximising the value of every customer interaction through its integrated approach it can manage, synchronise, and coordinate every customer and potential customer interaction. Efficient sharing and management of the sales process provides faster communication, improved customer support, and enhanced customer loyalty.
Greentree4Sales supports the sales process by enabling your sales team to access your key sales data at all times, in one place, both historical and upcoming – from anywhere.
Sales used to be simple. We want to make it simple again. For too long sales teams have been cut off from core business systems; if they do have access it's via an online app, which is like sucking information through a straw.
Greentree4Sales connects your sales engine to your business engine in the most powerful way possible. Its preconfigured Workspace ensures the information a sales team needs is right there connecting your revenue generation engine to your business engine in the most powerful way possible; anytime/anywhere access to an engaging user experience that has been designed specifically for those in a sales role.
Effectively managing your leads, prospects, and customer quotes is a key part of any sales-focused 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.
A framework for systematically storing information, and providing flexible yet secure access control, both internally and externally to that information.
Managing information and making it accessible to internal staff, customers and suppliers, is a challenge for all organisations. Greentree’s Knowledge Base module enables you to drive customer service and productivity by managing information and making it accessible to staff, customers and suppliers as required.
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 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.
A flexible, easy to use, efficient solution if you require co-ordination of events or booking of resources.
Comprehensive and integrated co-ordination of events or resource bookings can be a major challenge for many organisations. With total integration with other Greentree suites the Bookings Management module can handle all aspects of bookings, including confirmation letters and invoicing where applicable.
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.
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.
Greentree ERP Software is designed to make businesses more effective and more profitable. It's a completely integrated, unified solution. Simply turn on what you need knowing that the modules work cohesively because they're all on one complete business management platform which is fully HMRC compliant for UK Payroll.