Customer Relationship Management

Protect and nurture your relationship with your customers.

  • AR Credits from CRM Requests

    Link inventory transactions to CRM Calls This app gives you the ability to link inventory transactions to CRM Calls. This might be done to assist in monitoring; Goods being returned Goods sold and needing service or repair Goods to be modified...

    AUD477.20
    Choose Options
  • Bulk Asset Usage Entry

    This App allows updates to assets usage in bulk (update all child assets with usage enabled)This is to avoid having to record usage for each individual asset when there are sub assets whose usage is the same as what is recorded at the parent...

    AUD477.20
    Choose Options
  • CRM Asset Related Maintenance

    Allows visibility of maintenance requirements on related physical assets. Physical assets with maintenance cycles frequently have related assets and it may be preferable to do the maintenance on those assets at the same time. When reviewing specific...

    AUD477.20
    Choose Options
  • Sales History Button on CRM Quote Entry

    This App allows you to see what products a customer has been buying, directly from the CRM Quote screen, and add those products to the quote. Features The App adds a "Customer History" button to the CRM Quote Entry screen.: Click on the "Sales...

    AUD238.60
    Choose Options
  • The Premium Pack

    Over 60 Apps - Unlimited Users - NZ$2,500 per year!We're offering you an annual subscription to your choice of not just 60+ Apps available today, but also selected new Apps released in the future - for a fixed price.The benefits...

    AUD2,386.00
    Choose Options
  • UK Postcode Lookup Integration

    Save time creating new address records in Greentree using this nifty UK Post Code Lookup Integration. The App currently supports the "PostcodeAnywhere" and "Crafty Clicks" web services in the UK. Features The App adds a cloud icon next to...

    AUD668.08
    Choose Options