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 individual and workgroup-based access to sensitive information.

Contacts and Relationships
This module provides the hub of CRM and is used to define your relationships with other organisations, and the various contact people within these. 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.

Sales and 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.

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.

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.

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.

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.

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.