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.
- Internet Enabled
- Organisations & RelationshipsCustomerQuote
- Contact Information
- User Defined Structure
- Integration with Microsoft Outlook
- Document Management
- Teams & Work Groups
- Data Verification
- Functional & Data Security
- Fully Integrated
Greentree is enabled for Internet deployment, out of the box, using its thin client technology. This allows remote offices or travelling executives to obtain secure access to the complete functionality of Greentree via an Internet Service Provider.
Organisations & Relationships
All organisations that you deal with, including customers, suppliers, prospects or competitors, can be maintained in a single place. Organisations can have unlimited hierarchical relationships, so you can record details of branches, groups or subsidiaries together. Horizontal relationships between organisations can also be defined, for example linking a prospect to their various professional or technical advisors record.
In addition to the usual name, phone and address details, the reporting structure within an organisation can be defined, so that you can better understand how any one contact fits into the picture. Greentree's standard user-defined fields and trees also enable unlimited information to be captured against a contact.
User Defined Structure
Most information within Contacts & Relationships is user-defined, allowing the system to be tailored to your exact needs without re-programming. This can include areas such as, relationship types, industry codes, importance, classifications, etc.
Integration with Microsoft Outlook
Contacts, tasks, appointments and follow-ups can all be published to Microsoft Outlook, providing you and your team with off-line access to key information, such as your personal contacts.
Any type of file, including Microsoft Word, Excel, pictures and graphics can be attached to an organisation or a contact. Documents can be catalogued with summary information and stored in a tightly compressed database. These can be viewed from within Greentree and printed at any time.
Teams & Work Groups
Within your organisation, logical groups of people, such as sales teams or service groups can be defined. A person can be a member of more than one group and responsibilities can be reassigned when people leave, move roles or organisational restructures occur.
Accuracy of data in any system can be a challenge, but Greentree's unique approach allows information to be verified systematically.You can clearly see the status of any organisation and when, and by whom, it was checked for accuracy.
Functional & Data Security
The CRM suite has been designed for use by many different staff within your organisation. Protecting the confidentiality of your sensitive data is therefore critical and a powerful data security model has been implemented to achieve this. Security can be assigned by work groups and teams, or down to an individual staff member level. In addition, Greentree's powerful security system, that controls which functions and reports you can access from the menu, can be used to manage user access to various CRM functions.
In addition to the numerous standard reports provided, you can build new reports with the built in report writer, or any of your favourite tools such as Access or Crystal.
Greentree is a completely on-line, real-time integrated system. A single point of data entry updates all relevant areas instantaneously. So as prospects are turned into customers, a new customer account is created and can be maintained from Accounts Receivable or CRM. Greentree's CRM also integrates fully with Accounts Payable, Inventory, Requisitions, Sales Orders, Job Costing and General Ledger.