Frequently Asked Questions

How much does GreeneStep cost?

GreeneStep solution is a custom solution; it depends on what you need. So it would be best to do an intro call where we can see what pricing would match your needs. It can be as low as 60 dollars per user per month. Either way, we offer one month free trial, so you can see an ROI before committing to anything.  Please see Pricing for various options.

Will you provide customer references?

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

Which payment gateways do you support?

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

7. Cardknox BBPOS

How do I get access to support portal?

Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.

Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to

What is the new version release frequency

GreeneStep releases a new upgrade every year. As part of managed upgrades, our Support team will help in upgrading your servers.

This upgrade will have new features, bug fixes, technology improvement, and functionalities built in as per the requests of the existing customers as well as market trends. 

The upgrades are managed upgrades which means that the GreeneStep Support Team will upgrade the system on behalf of the customers after checking all the dependencies including any customizations done for the customers.

What are the support hours and availability?

Technical Support Team will be available from 8.00 AM EST to 4.00 PM EST during this time customers call GreeneStep Support Number (703) 546 4236 and Dial Extension 402. Support Personnel will answer the call and if busy please leave a voice message with a callback number and query in brief. 

Customers can also send emails to SUPPORT@GREENESTEP.COM providing details of the issue or any support request.

GreeneStep recommends customers create Support Tasks on Support Portal directly. You can create a new task request for your issue or for any support need. Please attach a screenshot of the issue, provide step-by-step details and update the Priority of the Task. 

If you need access to this support portal, please email us at or contact the support team. Such tasks created by customers will be addressed on the same day or the next day with suggestions where an email will be sent with a solution or resolution.

What are the support services offered

GreeneStep also offers below professional services along with its Product.

What is the frequency of the database backup?

Every day we take customers' database backups and important files of GreeneStep Apps after customers' business hours, and it is stored at different locations securely. We also take complete Server backups every fortnight. 

Multiple data backups are taken on a daily basis and stored at different locations for the safety of the data. At any given point of time GreeneStep will have the Backup Database which is no older than 24 Hours. 

For any unforeseen circumstances, we will be able to restore the Server to the last "Best Server Restore Point" available and restore all the customer-related files from the stored location. 

With minimum downtime, everything should be up and running. If needed, we will also share a copy of your data weekly, at your convenience. You will be provided a link to download the latest database backup files.

How to access Help Center?

Customers can also access this Help Center online 24x7.  There are certain advanced user guides available at the HELP CENTER, for which a customer must request exclusive log in details.

Please email your HELP Center request to Here customers can search for any GreeneStep product features, How to do guides and other help manuals. 

In case you did not find the required or relevant articles or help manuals, please do email us at with the document required (a procedural document, or a training document or a process document or how to use document or any help on navigation etc., we will create the same for you and send it across.

Is the software evaluation free?

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.

Are all the modules integrated?

All the modules are built on a single Microsoft SQL Server 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. 

Which Industry Verticals is the best fit?

GreeneStep ERP and CRM solution is best suited for Distributors, Wholesalers, Drop shippers, and eCommerce Retailers to manage thousands of SKUs, thousands of Customers, and hundreds of Vendors with multi-location offices and staff.

So far implemented for below businesses/purposes :

Can reports be customized to suit specific needs?

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.

Can you bring in historical legacy data?

Yes we can bring in historical data when you migrate to GreeneStep.

Product Master and Link to Images Repository, Customer Master, Prospect Masters, Supplier / Vendor Master, Chart of Accounts, Inventory Stock / Quantity Opening Balances, AP and AR Opening Balances.

Also we custom import : All Open Sales Orders and Sales Quotes, Credit Orders and Credit Quotes, All Open Purchase Orders (Not Received/Not Invoiced) and Debit Orders, Supplier Part Numbers, Customer Part Numbers.

Existing Sales Invoices and Purchase Invoices will be imported as LEGACY Data only for future reference and will not impact Customer/Supplier Balances. 

We help to do the above from pre-formatted excel spreadsheets that you need to provide. Please ask for the standard templates from our Support and Implementation Team.

Do customers have access to their data files if hosted?

Yes. Customers have access to data and they can choose where a copy of the database can be securely stored as a backup.

Do you give a demo of the solution? 

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).

Do you have a mobile native app to access the data on the go?

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 also 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.

Can we use your Sandbox Test Server for trial?

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.

Does you integrate with Avalara or Taxjar?

Yes. GreeneStep does have an integration with Avalara and Taxjar for US Sales Taxes.

Avalara GreeneStep Connector, is an add-on connector and not a part of an out-of-the-box solution. Contact GreeneStep Support Team for more information on these customization connectors that need to be set up exclusively for your company.

You need to have an account at Avalara or at Taxjar to get these services.

Do you support Drop Shipments?

Yes. You can manage Drop Ship orders using GreeneStep Solution. DropShip Functionality is built-in and tied to Ordering and Fulfillment through the Supplier process seamlessly.

Advantages and Benefits of Drop Shipment Process to a Distributor

1. Inventory Availability and Stock Management.

2. Repeat Business, Scalability, and Assured Availability.

3. Flexibility of selling multi-brand products catalog.

4. More wholesale buyers and businesses.

5. Save time. money and effort.

6. Aligns with business cyclicity and seasonal variations.

7. Better Shipping and Packaging Rates.

8. Storage and Logistics Cost reduction.

How frequently are the upgrades installed? 

GreeneStep releases a new upgrade every year. This upgrade will have new features, bug fixes, technology improvement, and functionalities built in as per the requests of the existing customers as well as market trends. 

The upgrades are managed upgrades which means that the GreeneStep Support Team will upgrade the system on behalf of the customers after checking all the dependencies including any customizations done for the customers.

How long does it take to implement and go live? 

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. 

How safe is my data if hosted? 

The Hosted data is very safe and secure. The servers are housed in Phoenix NAP with multiple layers of Physical as well as computing security. We offer 99.9% of uptime with our hosted solution. Similarly have a separate data center in Canada.

How to get in touch with your Sales team

Email us at Call us on the US +1 703 546 4236 X 403 | IN +91 7349028396

Is GreeneStep installed only on cloud or can it be on on-premise? 

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.

What are the services that you offer additionally

GreeneStep also offers below professional services along with its Product

What is the reporting tool used? 

Stimulsoft Report Designer tool is used to build GreeneStep Reports. There are over 150 out-of-the-box scanned reports developed and released as part of the GreeneStep product. 

Sample Sales Order, Purchase Order, Sales Invoice and Check Printing Reports are part of it. Specialties of these reports are compatible and viewable on both desktop, mobile browser views. Contact Support team for any customization of reports that adds value to your decisions on time every time.

What is the mode of implementation? 

We implement GreeneStep remotely and have experience doing so for over 15 years. Training on how to use the solution is done remotely using the customers' sample data.

What IT infrastructure is required? 

Laptops or Desktops with a good internet connection is all it takes to use our hosted solution. One can also access GreeneStep using a smart phone / tablet device. Kindly review the System Requirements article to know more about the System Requirements for an On Premise setup.

How to access your Support portal?

Customers can have multiple users access to GreeneStep Support Portal for which the customer must be on Remote Maintenance Support.

Customers can log in with their email IDs and password to create a support task. For access to support login, please email your request to

What are the typical customization fee or charges?

Customization charges are based on the specific requirements for which GreeneStep will document in detail the “Customization Requirement Solution Agreement (CRSA)” this detail functional and technical specification document will be shared with you for review and approval.

After the customer confirms then CRSA, GreeneStep will propose a fixed fee or a time and material hourly charges based on the complexity and development effort. Any deviation in the customization then this will be charged additionally subject to the additional number hours that will be discussed and mutually agreed.

Typical Customizations include:

General Acceptance Terms : Customer must notify GreeneStep of any non-conformity with deliverable within fifteen (15) business days of delivery of deliverable by sending an email to stating in reasonable detail the nature of the non-conformity with the deliverable. Otherwise, Customer shall be deemed to have accepted deliverable and final payment shall be due immediately. Customer understands there will be minor bugs or other errors in the Deliverables that will not constitute non-delivery.

Support & Maintenance : GreeneStep will provide support and maintenance to the above program to work with future releases of the GreeneStep product. For this we recommend customers to test the integration on an upgraded sandbox environment and confirm that the integration is compatible with the future release of GreeneStep.

Any changes to the deliverable that are requested by the Customer that extend the Deliverable scope, enhance its functionality, or otherwise change its operation will be considered, and where feasible, will be delivered on a time and materials or a new fixed fee agreed mutually.