AI TOOL PROFILE
GreeneStep Business Automation and Management Suite
- Operations
- ERP
- Mid-market distributors
- Wholesalers
- eCommerce retailers
- Discrete manufacturers
- 3PL logistics providers
Pricing
Pricing starts at $8 per user/month for the Standard plan (minimum 20 users) and $20 per user/month for the Enterprise plan (minimum 30 users). Billed annually. A free trial is available.
At a glance
- Best for
- Mid-market distributors, Wholesalers, eCommerce retailers, Discrete manufacturers, 3PL logistics providers
- Key use cases
- Wholesale and Distribution Management, eCommerce Dropshipping, Manufacturing Operations, Internal Task Coordination, Financial Record Keeping
- Integrations
- QuickBooks, Salesforce, HubSpot, Fireflies.ai, ShipStation
- Official website
- Visit greenestep erp official website
How AI is used
GreeneStep is a business management platform that combines ERP, CRM, and point-of-sale (POS) functions. It is designed to support companies managing large volumes of SKUs, customers, and vendors, particularly in distribution and manufacturing.
The software provides tools for tracking multi-location inventory, managing dropshipping workflows, and handling financial accounting. It also includes a ticketing system for internal task coordination and customer service requests.
Beyond core operations, the suite includes AI-powered analytics and AI agents for functions such as marketing and sales. It is offered as a hosted solution in a US data center, and on-premise installation is available upon request.
Buyers should confirm implementation timelines, as they vary based on customization needs, ranging from 3-4 weeks for out-of-the-box setups to several months for complex projects.
Key Features
Integrated ERP and CRM
Combines back-office operations with customer relationship management, including lead and opportunity tracking.
Inventory and Warehouse Management
Supports multi-location warehousing and the management of large item catalogs.
Financial Accounting
Includes accounts receivable, accounts payable, and taxation tools compliant with US GAAP and other international standards.
Multi-channel Order Processing
Supports order management across different sales channels, including integrated eCommerce storefronts.
Ticketing and Collaboration
A system to log, route, and resolve customer service requests and internal department tasks.
AI Agents and Analytics
AI-driven assistants for sales and marketing, paired with predictive analytics and journey mapping.
Retail POS
Point-of-sale registers integrated with inventory and billing.
Use Cases
Wholesale and Distribution Management
Managing catalogs of brands and SKUs across multiple warehouse locations.
eCommerce Dropshipping
Using built-in functionality to manage orders and fulfillment through third-party suppliers.
Manufacturing Operations
Handling Bill of Materials (BOM), job orders, and procurement for components and parts.
Internal Task Coordination
Using the ticketing module for interdepartmental requests.
Financial Record Keeping
Performing bookkeeping and generating financial reports within the operational system.
Integrations
- QuickBooks
- Salesforce
- HubSpot
- Fireflies.ai
- ShipStation
- Avalara AvaTax
- Cardknox
- PayPal
- Authorize.Net
FAQ
Does GreeneStep replace the need for separate accounting software?
- It includes an accounting module compliant with US GAAP and other standards, which may reduce the need for third-party accounting software.
Is there a mobile app for GreeneStep?
- GreeneStep does not have a native mobile app, but the system is accessible via mobile web browsers.
How long does it take to implement GreeneStep?
- Out-of-the-box implementations typically take 3-4 weeks, while complex customizations can take between 3 and 12 months.
What are the minimum user requirements for paid plans?
- The Standard plan requires a minimum of 20 user logins, and the Enterprise plan requires a minimum of 30 user logins.
Source category: Operations
Source subcategory: ERP
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