CRM

As organisations constantly look for competitive advantages in today’s rapidly changing business world, managing your customers and sales processes effectively has become essential. Our 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.

CRM Module Suite

• Sales & Marketing
  
• Contacts & Relationships
  
• Bookings Management
  
• Knowledge Base
  
• Fund Raising
  
• Over the Counter Sales

Knowledge Base

Managing information and making it accessible to internal staff, customers and suppliers, is a challenge for all organisations. Greentree’s Knowledge Base module provides a framework for systematically storing information, and providing flexible yet secure access control, both internally and externally to that information.

Fund Raising

Fund Raising allows charity organisations that receive pledges and donations to capture whom the pledge/donation is from, what it relates to and the amount involved. It also allows for the processing of money received. Pledges and Donations can be revised ensuring a full audit trail of all revisions is maintained. This is performed with the use of a version number, which reflects the original Pledge/Donation.

Over the Counter Sales

The Greentree Counter Sales module caters for ‘over the counter’ sales transactions, providing customers with prompt and accurate sales details at the counter. The powerful integration into the Greentree financial module means as soon as payment is received the item is processed, giving Sales personnel real-time information at the time of the sale.

Greentree, coupled with Addax’s expert support and development teams, are able to support from a small team to many hundreds of users and is suited to a broad range of industries and business types. The greentree package includes customisation options that can take into account individual user requirements. Greentree’s core components are highly flexible and designed to be used within any industry.