Partner Integrated Solutions

In addition to our core ERP, we offer a wide range of partner solutions tailored to specific business needs - such as Inventory Optimizer, Customer Lifetime Analytics, Journey 360 Analytics, GIFT Consolidated Sales, Finance Dashboards, and QB Connector with Marketplaces.

We also provide seamless integrations with platforms like The Convexity, Journey Analytics, Salesforce, HubSpot, Amazon, HSN, CommerceHub-Rithum, ShipStation, and more. These add-ons are designed to extend the power of our platform and can be activated whenever your business is ready.

Automate your supply chain operations

Convexity saves GreeneStep customers 15+ hours a week on purchasing decisions, PO creation, and analytics, all while cutting excess inventory and stockouts.

How it works:

  • GreeneStep ERP Setup & Integration
  • Inventory Health & Opportunity Diagnostics
  • Automated Inventory Optimization
  • Create POs in the ERP system
  • Ongoing support for data synchronization/upload

Pricing: standard price $2,500 Grenestep promotion $950/month. Pay only after integration is ready.

Onboarding: Schedule a call with Convexity team to understand purchasing process and objectives, and be live in 2 weeks. Since GreeneStep integration is already built, most customers are live within a week.
Frequently Asked Questions

What does Convexity do?

Convexity builds forecasting models to reduce stockouts, reduce excess inventory with optimization, and save time automating operational tasks with our agents.

How soon will I see results?

Many clients reduce stockouts and trim overstock within the first 30 days. Most see measurable profit gains within 1–2 months.

GreeneStep customer case study (Rovers North):

$200K in excess inventory reduced, backorders down 75%, and each planner saves 12+ hours per week on purchasing and reporting. They were live within one week.

Customer 360 for GreeneStep

Gain comprehensive insights into customer data within the GreeneStep platform to understand engagement trends and recency. This solution offers rapid implementation for GreeneStep hosted customers.
Unlock Features:
  • Create action plans for customers based on engagement.
  • Access a timeline view of engagement.
  • Segment customers with tagging across your customer base.
Contact us for a Proof of Concept (POC) before you decide to implement.
Available Editions: GreeneStep Hosted
Timeline for a POC: Less than 1 week
Promotional Offers: Free for 3 months
Price: Starts at 10% of your monthly subscription

Supplier and Product 360

Supplier 360 for GreeneStep
Customer 360 for HubSpot
Customer 360 for Salesforce
Explore More
GIFT analytics Platform
Custom Business Analytics using PowerBI
Action Plan integration GIFT analytics and Collaboration .
Frequently Asked Questions

Is this not available for Self Hosted Customers?

Customer 360 can be implemented for Self Hosted Customers as a Customization.

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JA-cust360-p2

Analytics As-a-Service

Everyone is dealing with a lot of data but don’t have time to analyze. Our team of Business and Data Analysts will convert your data into easy to understand Insights

How it works:

  • Our Analysts will create Dashboards for any dataset with a combination of Lead Measures and Lag Measures (KPIs)
  • Publish Dashboards with insights, recommended action through GIFT Platform
  • Regular review of insights to empower you to build an Action Plan for meeting your Strategic Goals.

Contact us for a Proof of Concept (POC) before you decide to implement.

Available Editions: GreeneStep Hosted

Timeline for a POC: Less than 2 weeks

Promotional Offers: Free for 3 months

Price: Starts at $25/hour of consulting to be purchased in pack of 20 hours

Frequently Asked Questions

Do you have Functional Experience to build right Dashboards for our business?

Our Functional Experts have delivered powerful insights for Customer Lifetime Value, Financial Dashboards and many more above built-in Dashboards. 

Integrate Analytics into Business Operations

GreeneStep GIFT Platform and Business Operations Platform are now integrated to provide easy to track Action Plan. To operationalize action plans for improving your KPIs from Lead Measure insights, a click of button will convert that to a task that is assigned to your Operational Team

Sample Use Case: As a business owner you observe a change in your Website Traffic Analysis for a campaign, you create an action plan for your Marketing Team to plan and launch a new campaign. This action can be initiated at the time of reviewing the insights and task will be sent to Marketing Team in GreeneStep Collaboration Module.

Unlock Features:

  • Insights and Action Plans in GIFT Platform
  • Seamless Integration into GreeneStep to eliminate manual data entry
  • Faster response to rapid changing Business Environment with easier Collaboration.

Contact us for a Proof of Concept (POC) before you decide to implement.

Available Editions: GreeneStep Hosted

Timeline for a POC: Less than 2 weeks

Promotional Offers: Free for 3 months

Price: Starts at 5% of your GreeneStep monthly subscription.

Frequently Asked Questions

Can I use AI to generate insights to reduce effort?

AI can be enabled for Insights for easier and consistent insights. We are continuing to invest to enable additional AI driven business efficiency in our platform.

Contact 360 Linking Hubspot and GreeneStep

Gain comprehensive insights into contacts data within the GreeneStep and/or Hubspot platform to get a unified view of contact engagement trends. 

Unlock Features:

  • Create action plans for contacts based on engagement.
  • Access a timeline view of engagement.
  • Segment contacts with tagging and advanced segmentation attributes

Contact us for a Proof of Concept (POC) before you decide to implement.

Available Editions: GreeneStep Hosted

Timeline for a POC: Less than 2 weeks

Promotional Offers: Free for 3 months

Price: Starts at 10% of your monthly subscription.

Frequently Asked Questions

How is the data from our HubSpot instance integrated into your insights platform?

During implementation we will work with your HubSpot administrator to configure data access for generating insights.

QB Connector with Marketplaces like Net32

QB Connector is designed to simplify and automate your Quickbooks accounting workflow by connecting your marketplace platforms such as Net32 or eCommerce systems. It ensures accurate, real-time data transfer so your finances stay clean, organized, and up to date.

How it works:

  1. Automated Data Synchronization between your marketplace such as NET32 and QuickBooks. Ensures Orders, Payments, and related data flow automatically into QuickBooks.
  2. Net32 Data Synchronization:
    Automatically pulls orders, payments, product details, tax amounts, and other transaction
    data from Net32 and syncs them directly into QuickBooks.
  3. Improved Accuracy: Reduces data-entry errors and ensures your financial information matches your operational data.
  4. Time Savings: Save hours of manual work each week.
  5. Detailed Financial Insights in QuickBooks with every transaction properly categorized.
  6. Quick Setup and Integration with guided support, designed for both technical and non-technical users.

Contact us at info@greenestep.com with QB Connector in subject line.

Available Editions: Quickbooks Desktop and Online Editions.

Implementation Timeline: Less than 2 weeks.

Price: Starts at $250 per month per company.

Frequently Asked Questions

How to get started?

Connect your business systems, including Net32—to QuickBooks using QB Connector and streamline your accounting operations today.

Fireflies.ai and Action Task Items Integration

Leverage our automation of Fireflies meeting Summary and never lose track of important action items that your team needs to work to closure for Customer Delight. 

How it works:

  • Enable GreeneStep Integration features to seamlessly bring data 
  • Connect Meeting Action Items through Fireflies integration
  • Track tasks created in GreeneStep Collaboration platform to Closure

Contact us for a Proof of Concept (POC) before you decide to implement.

Available Editions: Greenestep Hosted

Timeline for a POC: Less than 2 weeks

Promotional Offers: Free for 3 months

Price: Starts with one time implementation cost and recurring fee to keep the automation running. 

Frequently Asked Questions
What information from Fireflies will be accessed through integration?

Automation will extract only action items. This integration will be customized to meet your requirements. 

Are there any limits on how many meetings can be integrated?

There are no limits. Whether you host 5 customer meetings per day or 50 meetings per day, the automation can be used to integrate and track all action item.

Success Stories

"GreeneStep Business Management System simplifies operations by integrating CRM functionalities. It streamlines processes, enhances client management, and improves decision-making with real-time insights. User-friendly and customizable, it empowers businesses to optimize workflows, manage resources effectively, and achieve growth, making it an essential tool for modern business management."

Rtn.Dhanesh P.

Founder and Director

"Customize your Point of Sale according to your Industry. The Team of software developer rally minds and listened from their end user. They understand the value of time and money for this matter. Using a good software that makes sense is a valuable assets for the company."

Dee C.

CEO- President

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