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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.

What are the support services offered? 

GreeneStep also offers below professional services along with its Product.

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.

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.

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.

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.

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.

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.

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