Greentree Customer Relationship Management Software Suite
CRM Solution
In a fast evolving business environment with a myriad of ways of communicating and interacting with customers, effective management of the customer relationship is essential. With a single view of every customer interaction organisations can highlight sales opportunities, minimise customer churn and underpin relevant, timely communication.
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 workgroup-based access to sensitive information. Greentree CRM enables organisations to define and develop productive and highly interactive business relationships.
The CRM solution has five key elements
- Contacts & Relationships
provides a powerful platform for managing diverse customer and prospect relationships, improving understanding of trends in customer interaction.
Click here to view the Greentree CRM Contacts & Relationships brochure >>
- Sales & Marketing
effectively manages sales leads, prospects and customer quotes.
Click here to view the Greentree CRM Sales & Marketing brochure >>
- Bookings Management
provides a flexible, easy to use and efficient solution for organisations that require coordination of events or booking of resources.
Click here to view the Greentree CRM Bookings Management brochure >>
- Knowledge Base
provides a framework for systematically storing information, and providing flexible yet secure access control, both internally and externally to that information.
- Fundraising
allows charity organisations that receive pledges and donations to capture donor information, including what it relates to and the amount involved, as well as processing the donation and capturing a full audit trail of any changes to donations or pledges.
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For Kinetic, our solution is more than just software, it’s about collaboration. We are specialists in listening & delivering. Greentree are technology & business buffs with one obsession, building the best business software. Our clients that use Greentree are looking to work smarter & perform better.
