Curious to Know

All the modules are built on a single SQL database and are seamlessly integrated for real-time data capture, processing, and reporting. 

Based on the solution finalized, GreeneStep will enable the required modules for implementation for Customers. 

Automated Sales Tax Calculation: Automatically calculate sales tax based on the latest rates and rules for different regions, ensuring compliance with local, state, and federal tax regulations.

Yes, you can generate a daily report that details the total sales and breaks down payments received by cash, check, and credit cards. This report is available in the point of sale (POS) section under the “Sales Reports” or “Excels Report Review” options. It provides comprehensive information and can also break down the data per location, ensuring detailed and organized financial tracking.

Yes, reports can be customized for an additional fee to suit specific business needs. The GreeneStep out-of-the-box solution has over 150 default reports across modules pre-build and standardized as per US Business Requirements.

Additionally, our platform supports running financial reports, giving you insights into your financial health without needing to export data to external software. This means you can perform all accounting tasks directly within GreeneStep, potentially eliminating the need for any third-party accounting software. Our goal is to provide an all-in-one solution to simplify your financial management and enhance operational efficiency.

GreeneStep does have a Test Server/Sandbox that our prospects can get access to for an extended Free Trial to work and get a feel of our product.

Yes. GreeneStep does give a FREE demonstration of the solution at your convenient time. Multiple demonstrations can also be given to specific departments on specific modules depending on the need.

We can also give a demo on sample data provided for your company after signing up for a mutual NDA document.

Meantime you access now the readily available DEMO Portal of our CRMx Collaboration Product. Demo Portal Link. Enter username as ADMIN and pwd (contact us).

GreeneStep does not have any native app, but you can access your data using a Tablet / Smartphone on the go using a Mobile Web Browser like Google Chrome or Safari or MS Edge, or Firefox.

The web access product is built to resize for the respective device form factor and display responsive screens which enable the solution to take the shape of the device screen being used.

Since the solution is hosted on GreeneStep Hosted Server, customers can securely access the software over a web browser on the go using the Remote Connectivity tool that is exclusively set up for each customer’s login.

GreeneStep ERP and CRM Modules are seamless integrated accounting module along with Inventory and includes:

• Purchase Orders: Manage and track your purchase orders efficiently within the platform.
• Accounts Payable: Handle all your payables, including invoice tracking and payment scheduling.
• Accounts Receivable: Manage receivables, invoice customers, and track payments.
• Check Payments: Process check payments within the system along with integrated ACH and credit card processing options.

Yes, GreeneStep’s platform offers comprehensive accounting features designed to streamline your financial  and accounting processes. GreeneStep Accounting Module is compliant with US GAAP, Canada GAAP, Singapore IRAS and INDIA GAAP with respective taxation regimes including VAT, HST and GST.

The ticketing system allows for the creation of tasks or tickets to address client issues or tasks internally. When a client calls in with a problem, a ticket is created, and it gets routed to the appropriate person for resolution. This ensures that the client is notified of the progress and status of their issue. Initially, the preference is for employees to create the tickets, but there’s potential for clients to submit tickets directly in the future. The system allows for tracking ticket status and progress, and tasks can be reassigned if necessary. Email notifications can be configured to keep clients informed about the status of their tickets, although this depends on the management decision and preference regarding communication volume and content.

For an out-of-box BackOffice solution, the time taken to ‘Go Live’ varies between 3-4 weeks. For solutions with multiple customization’s and external dependencies and integrations, the time taken would increase on the basis of the complexity of the customization that varies from three (3) months to 12 months to rollout. 

GreeneStep recommends to go live in a progressive manner and go-live with out-of-box first and take each customization as a separate project and implement the same. 

Email us at sales@greeneStep.com. Call us on the US +1 703 546 4236 X 403 | IN +91 7349028396

GreeneStep is offered as a hosted solution on a private and secure data center in US managed and operated by GreeneStep. We have multiple options when it comes to hosting from Shared Virtual Serves to Exclusive Virtual Servers. 

We can also install GreeneStep On-Premise if the customer insists on the same on their servers

Another option is that the deployment can be done on the customer’s third-party hosting centers or premises on compatible systems as per GreeneStep’s system requirements.

Yes. In the advanced stages of discussion, prospects can evaluate our software with their own data so that they get a better understanding of how GreeneStep handles their business processes.

Need to sign up a mutual nondisclosure agreement to get started with a Free Evaluation of the software for a limited period.

Contact the Sales Team for Signing up for a Free Demo and a Free Evaluation. Terms and Conditions Apply.

GreeneStep ERP and CRMx are best for Distributors, Wholesalers, Drop shippers, and eCommerce Retailers who are looking for an integrated solution to manage thousands of SKUs, thousands of Customers, and hundreds of Vendors.

• Distribution and Drop Shipments

• Wholesales of Spares and Supplies

• Furniture Wholesale Dealers

• Healthcare and Medical Equipment Supplies

• Project and Professional Services Firms

• Retail Point of Sales of Premium Luxury Products

• Automotive Supplies

• Consumer Electronics

• Gifts, Novelty & Souvenirs

• Hobbies, Toys & Games

• Home Improvement Supplies

• Industrial Equipment & Supplies

• Sporting Goods and Fitness Equipment

• Lifestyle and Beauty Care Products

• Musical Instruments & Supplies

So far implemented for below businesses/purposes :

1. Distributors and Wholesalers

2. Contract Assembly Manufacturers

3. Traders & Warehouse Management

4. Professional Services Companies

5. Technology Providers

6. Multi-Store POS Operations

7. ERP/POS for Defense Contractors

8. Leasing and Route Management

9. IT Helpdesk / Ticketing / Support System

10. Workforce Collaboration Management

11. Dealers/Retailers Collaboration System

12. Field Services Management

13. 3PL Warehousing and Logistics

GreeneStep Business Management Suite (GBS). It refer to complete suite of modules and cloudfront portal. Ecommerce is an add-on module, other extended plug-ins or Warehouse app are not part of the GBS. Contact sales@greenestep.com for more details

1. Open Edge ( PayPros ): From Global Payments Inc

2. Paytrace by Vantage B2B

3. Paypal ( Payflow Pro )

4. Moneris Canada both for CAD and USD Currencies

5. Authorize.Net

6. Cardknox   For ACH and CC Processing

7. Cardknox BBPOS

Yes. GreeneStep provides customer references based on various criteria: such as closet to your territory, industry type, and also the expert end-user. We will get permission from the existing customer and set up a schedule or arrange for the contact details.