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Contact Management Tools
Using eCRM, every member has the ability to add, define and maintain contacts in the Greentree CRM database.
Each record can be defined as either an ‘organisation’ or a ‘contact’, and the relationships between each can be
documented. Inter-relationships can also be defined between organisations, such as parent companies, and between
contacts, such as manager/sub-ordinate. In fact, complete organisational hierarchies can be captured using eCRM.
Extensive Data Capture
Users of eCRM will be able to input all of the necessary information to create a complete snapshot of each
organisation or contact. These details may include CRM code, status, addresses, phone numbers, relationships to
other contacts or organisations, credit information and many more. This information is laid out in logical
groupings, making each record simple to navigate via the standard tabs.
Search Tools
Finding an organisation or contact within eCRM is made easy by the search and filter capabilities in the system.
Users can search for contacts using freeform strings in tandem with a number of filters that include names, phone
numbers, email addresses, relationship type, status and more.
Daily Summary
Each time a user logs into eCRM, they are
presented with their daily summary. The daily
summary sets out a user’s tasks for that day, and
those that are upcoming. Users can either
show or hide all the tasks within a particular
category. When the expanded view is shown,
users can drill down through each line to view
the item in more detail. The tasks that can be
shown in the daily summary include
appointments, follow-ups, communications,
leads, quotes, calls and service requests, or your
own custom data or web links.
Related Items Summary
For each contact or organisation, a user can view a list of all of the associated items that are linked to the record in
question. Related items may include leads, quotes, communications, follow-ups, service requests and calls. The
related items can be sorted by any column heading, and can be drilled into to retrieve the complete, original record.
Account Views
eCRM draws on the data contained in
Greentree CRM and also the Accounts
Payable and Accounts Receivable module to
build a view of the customer or suppliers
account status. This information included in
the account summary covers AR and AP
invoices, sales orders and purchase orders that
are associated with the customer or supplier.
Users can drill down to original records and
also generate a customisable aging analysis.
Customer & Supplier Self Service
eCRM also facilitates self service for your suppliers and customers. Each one can login securely, and view their
account status, current invoices, payments and orders, which eases the burden on administrative staff.
Secured Data
Given that eCRM is a portal to Greentree CRM, all existing security restrictions in place are respected when
accessing the data via eCRM. Essentially, each user has exactly the same rights and privileges to records whether
they are using CRM or eCRM.
Leading Edge Technology
eCRM utilises web-based protocols and a “web services” engine to manage communications between the main
Greentree database and external web-based systems via a SOAP/XML transport protocol.
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