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GreeneStep CRM and Work Collaboration Suite stands ready to bolster and elevate your sales, operations, and service teams.

One platform for total Customer Centricity

Our all-in-one platform automates your entire business cycle, from nurturing leads to managing inventory and finances, boosting efficiency and customer satisfaction across sales, service, and operations.

  • Boost Sales & Efficiency

    From nurturing leads to closing deals, our CRM automates tasks and provides insights for peak performance. Plus, say goodbye to order headaches! Our system streamlines fulfillment and tracks sales performance in real-time

  • Revolutionize Customer Service

    Automate service workflows with our FSM portal. Track orders, schedule maintenance, and keep everyone informed – technicians, customers, and you!

  • Unify Operations & Gain Control

    Automate tasks, centralize communication with a unified portal, and manage your entire inventory –  all with 24/7 support.  Our platform streamlines operations and gives you real-time financial insights.

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Features

Salesforce Automation

Streamline your sales funnel from attracting leads to closing deals with a powerful CRM. Manage leads and prospects, nurture relationships, automate quotes and orders, and gain valuable insights for peak performance.

Operations Automation

Automate tasks, streamline communication with internal teams, customers, and suppliers through assignments and escalations, all with 24/7 support.  

 

Sales Order Management

Eliminate order headaches and boost sales efficiency.  Our system automates order processing, ensures fast and accurate fulfillment, and delivers real-time sales performance tracking.  

Inventory Management

Gain complete control over your inventory, from high-value equipment to essential spares and accessories. Manage stock levels, optimize replenishment, and ensure you always have the right parts on hand for efficient maintenance and repairs.

Services Automation

Our Field Service Management (FSM) portal tracks service orders, work orders, field service activities, and maintenance schedules – all in one place. Automate dispatching, track technician progress, and keep customers informed every step of the way. 

Integrated Financials

Leverage real-time accounting to make informed decisions. Effectively manage accounts payable, receivable and tax obligations. Optimize expenses, control risks, and streamline global operations with multi-currency management and shipping cost optimization

Testimonial

"GreeneStep remained hands-on throughout the transition from our old systems to GS transferring and testing all the data migration. This was a tremendous help to us as we did not have the man power to do this ourselves. 
The transition was seamless and we could not be happier. Presently, when we run into any issues, their team is extremely responsive and solve any problems we find. It is especially nice when we discover new ways to use the system which require some reporting improvements, GreeneStep team is right there on it getting us the reports and information we need. 
I highly recommend GreeneStep Solutions and Partner Company USC Inc for your IT needs. They provide the personal attention and expertise in an ever changing IT world."
Laney

Owner, Fowler Companies

Laney Fowler 

Plans and pricing

Free Evaluation

Sandbox Access for 2 Users - 6 months

Key Features
  • Complete access to all the CRM Modules
  • Evaluate with your data entries on Cloudfront Portal

  • Product Demo with navigation tips - 3 hours

  • 2 named logins to Backoffice system post confirmation

  • Free Need Analysis and Business Process Mapping Document post evaluation

  • IT infrastructure sizing and quotation for your company 

Contact us

Standard

Starts at $40/user/month*

Key Features

  • Manage products and services database

  • Multi-brand Products and Services management
  • Manage customer and supplier database
  • Ticketing/Projects Work Collaboration
  • Sales Quotes and Orders management
  • With your sample data evaluation fee - $240

  • Minimum 10 users* with 2 admins to buy

Contact us

Enterprise

Starts at $90/user/month*

Key Features
  • All features in Standard

  • Advanced multi-channel sales order processing

  • Drop shipping and fulfillment management
  • Purchases and Expenses management

  • Sales Tax, VAT, HST and GST

  • Integrated Inventory Control

  • Financials and Accounting

  • Hosting on Exclusive VM for minimum 15 Users* 

Contact us

* Above special pricing, billed annually is available for a limited time. Terms and conditions apply.

Snapshots

Supervisor Dashboard
sales order
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work order

Contact Us

  • sales@greenestep.com

    support@greenestep.com

  • +1 703-546-4236 
    +91 73490 28396