Customer Relationship Management

Connect and engage with your prospects and customers more easily

At the core of every business are the relationships between the organisation and its customers. When these are poorly managed your brand is damaged, you lose sales and miss new business opportunities.


Greentree’s Customer Relationship Management (CRM) suite delivers the total solution: from enabling highly effective marketing efforts, identifying sales opportunities, tracking contacts and their buying behaviours, right through to full integration into mission-critical financial and distribution suites.

Contacts and Relationships

Greentree’s CRM suite captures all the information you need to effectively manage the relationships you have with your customers, suppliers and other organisations.

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Sales & Marketing

Manage your business opportunities, leads, prospects and pipeline with Greentree’s Sales and Marketing module.

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Bookings Management

Managing events and co-ordinating resources is a breeze with Greentree’s Bookings Management module.

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Managing pledges and donations is easier and more efficient than ever with Greentree’s Fund Raising module.

Knowledge Base

Drive customer service and productivity improvements with Greentree’s Knowledge Base module: a framework for systematically storing information and providing flexible yet secure internal and external access.

Greentree4Sales - Mobile

Greentree4Sales-Mobile lets you take the power of what you can do at your desk with you everywhere. Fully enabled for desktop, laptop and tablet, Greentree4Sales-Mobile supports the sales process. Its pre-configured Workspace ensures the information a sales team needs is right there.

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Take a further look at the following sections

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