Advanced CRM

GreeneStep Business Management Suite collates all customer data into one place. The CRM module makes it easy to track performance – both within and across the team. CRM can also bring all information together into reports to aid forecasting. With this level of analysis present, setting the next period's goals becomes much easier to align with reality.

GreeneStep CRM Edge

  • Leads Databases Import and Management
  • Manage Prospects and Opportunity Pipeline
  • Track Contacts Communication, Activities and Call History
  • Track Demographic and Buyers/Industry profiling
  • Retain CRM History from Lead > Prospect > Customer
  • Track at Products, Services and Pricing Levels
  • Seasonal and customized discounting campaigns
  • Do Profitability Analysis during quote / order taking
  • Collaborate via Help Desk or Ticketing or Servicing Portal
  • Sales Quotation to Billing and Receivables Management
  • Advanced Email Alerts using BAM from KnowledgeSync


  • Prospect the customer management
  • Manage leads and customer analysis
  • Maintain prospects and customers' history
  • Create seasonal & customized campaigns
  • Optimize order-to-cash processes with real time reporting
  • Online data review & dashboard
  • Track demographics/ buying patterns to retain customers
  • Profile customers on different parameters
  • Improve data handling with a more intuitive user interface
  • View and act on sales pipeline
  • Create Customers, set Credit Limit, enable Ecommerce access
  • Create Sales Quotes, Process Quotes to Order, Order to Invoice when Products are shipped, email Sales Invoice
  • Track Dropship Orders, Fulfilled Orders and Back Orders
  • Email or Print Sales Invoice, Delivery Slip and Pick Location Report
  • Update Money Received
  • Create Returns using Credit Notes
  • Track Customer Aging and Print Customer Statements
  • Review Sales History and Review Sales Performance
  • Generate Reports like Monthly Sales Analysis, Top Sales Person Chart, Top Customer Chart, Receipts from Customers.
  • Import Leads DB in bulk using Excel Spreadsheet
  • Powerful Search Options
  • Manage Prospects / Leads by Assigning to Sales Rep
  • Update and Track Incoming and Outgoing Calls
  • Setup Appointments and View on Calendar
  • Tracks sales opportunities/ funnel, from contact to closure
  • Provide Quotations and Inventory Availability Status
  • Converting prospects to customer along with profiling data
  • Apply pricing rules and promotions while quote negotiations
  • System is Payment Card Industry Data Security Standard (PCI DSS) design compliant
  • Extended and Tagging options for additional data capture and analysis
  • Assign, Escalate and Track tasks related to Customer
  • Seasonal and customized marketing campaigns
  • User Definable Fields for additional profiling
  • Analytics integrated with BI and Dashboard features


Contact us to know about GreeneStep ERP + CRM ++ Collaboration +++ Ecommerce… Pricing

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