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Internet Enabled
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.
Contact Information
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.
Document Management
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.
Data Verification
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.
Reporting
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.
Fully Integrated
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.
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