CRM

About Greentree CRM

“Greentree’s integration and specifically, our use of CRM as our information hub and single data entry point, has effectively automated workflows from end-to-end with significant savings in time and costs – we now spend time managing the possibilities Greentree has created for us.”

Mark Murphy, Finance Director
Gerrard Murphy Plumbing

Every business requires a good management system to maintain relationships between the organisation and its customers. Poor customer management can result in damage to your corporate branding and potential loss of sales and new business opportunities. Greentree provides a comprehensive set of tools that will ensure that your business maintains good business relationships throughout.

To arrange a consultation call us on 01767 677071 or use the contact form.

Why Greentree CRM?

Greentree4Sales-Mobile

The latest of our browser-based product to be released, with functionality that continues to expand to meet your business needs. Greentree4Service-Mobile is designed to enable your service staff to deliver the best possible service to your customers. Experience less errors, happier customers, more engaged staff and performance improvements that includes your bottom line.

Fund Raising

The Greentree fund raising module 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 will also allow for the processing of any money received. Pledges and Donations can be revised at any time ensuring a full audit trail of all revisions is maintained. This function is performed with the use of a version number, which reflects the original Pledge/Donation made.

Bookings Management

Greentree’s Bookings Management provides a flexible set of tools for the management of comprehensive and integrated co-ordination of events or resource bookings. Its total integration with other Greentree suites enable Bookings Management to handle all aspects of bookings, including confirmation letters and invoicing where applicable.

Contacts & Relationships

Managing your customers, suppliers, sales and service processes effectively has become essential in today’s competitive world. Greentree’s Customer Relationship Management (CRM) suite provides a powerful base that allows you to define the organisations your business comes into contact with, providing a complete picture of relationship with them at any time.

Sales & Marketing

Greentree’s Sales and Marketing module enables your business to effectively manage your leads, prospects and customer quotes and is an important tool for any sales-focussed organisation. Greentree’s Sales & Marketing module provides a range of tools for full sales cycle and campaign management, pipeline reporting, quote creation and automated invoice or sales order creation. With on-line access to inventory products, prices and availability, your sales staff will be able to create accurate quotes and automatically produce these using Microsoft Office Word® or Microsoft Office Excel® software.

What Our Clients Say

Kevin Newman
Kevin Newman - Finance & Administration Director, Adcock Refrigeration and Air Conditioning Ltd Applied helped to create an environment where we could work closely as a team to develop the product (Greentree) in a way that worked best for our business.

Working with Applied Business

Applied Business Computers will examine your current business processes in order to make recommendations with the growth and development of your business in mind.

Once we have a template to work with we will install and service a suite of products that will grow with your business for the long-term. Consistently delivering real competitive advantage by reducing the risks and errors that crop up within a business that can cause a breakdown in communication, both internally and externally.

Your clients, customers and consumers will all see vital improvements in the way you operate, deliver and communicate, which can only have a positive impact on your sales and relationships.

Call us now on 01767 677 071, or get in touch using the form.

Arrange a consultation