Greentree Customer relationship management

At the core of every business are its customers. Ensure customer relationships are expertly and effortlessly managed with Greentree's specialist software and keep your brand sharp, keep sales fresh and never miss a new business opportunity again.

Contacts and Relationships

Businesses today need to be consistently on the ball, looking for competitive advantages in today's rapidly evolving business world. Managing relationships with customers and suppliers is integral to growing and maintaining your business. Greentree’s Customer Relationship Management (CRM) suite provides a powerful base that allows you to define the organisations your business comes into contact with and manage sales and service processes effectively.

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Greentree4Sales - Mobile

Reconnecting sales teams to the core business systems so they can stay ahead of the game. Greentree connects your revenue engine to your business engine in the most powerful way possible. User friendly, Never miss a beat again.

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 User defined structure

 Integration with Microsoft Outlook®

 Document management

 Functional and data security


 Easy importing and de-duplication of data


 -Works on desktop, laptop or tablet

- User-friendly work space

 -Comprehensive functionality

 -Simple display of key data

 -Tailored to the way you work

Sales & Marketing

Effectively managing your leads, prospects and customer quotes is integral to any sales or marketing team's success.  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®.

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Bookings Management

Comprehensive and integrated co-ordination of events or resource bookings can be a major challenge for many organisations. Greentree’s Bookings Management provides a flexible, easy to use and efficient solution for organisations. Its total integration with other Greentree suites enable Bookings Management to handle all aspects of bookings, including confirmation letters and invoicing where applicable.

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-Sales cycle management

- Conceptual products

- Composite products

- Marketing campaigns

- Email marketing and mail merge



 -Bulk e-mail & mail merges

- Resource planner

 -Financial management & profitability

- Direct quotes & invoices

- Reporting

- Security







For More Information please contact us on:


t: 0117 923 1133