Grow out of the conventional ways of managing your business

GreeneStep Advanced CRM Module

GreeneStep Collab Module provides you a single platform to manage office activities, project tasks and requests of employees, customers, vendors, suppliers and consultants working in office, from sites or remotely any time and from any where using mobile phones.

GreeneStep redefines the power of collaboration at a whole new level. 'Collaboration' provides you a single platform to assign, track and manage tasks related to employees and even customers! It brings in the right amount of transparency into your business while efficiently handling your business activities.

The list of features include

  • 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 E-commerce access
  • Create sales quotes, process quotes to order, order to invoice when products are shipped, email sales invoice
  • Track drop-ship 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 database in bulk
  • Powerful search options
  • Manage prospects / leads by assigning to sales representative
  • 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
  • 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


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