--- title: "GreeneStep Business Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about GreeneStep Business Management Software - reviews, pricing plans, popular comparisons to other Business Management products and more." source_url: "https://www.capterra.com/p/129057/Greenestep-OnCloud/" page_type: "product" language: "en" publication_date: "2026-11-03" --- # GreeneStep Business Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) GreeneStep Business Management ## What is GreeneStep Business Management? GreeneStep provides customizable ERP, CRM, Ecommerce, and financial solutions especially for renewable distribution, wholesale, and MRO management. This integrated platform streamlines inventory, warehouse management, sales, and finance operations in real-time, providing managers with everything they need to automate workflows, manage customers, and make informed decisions specifically via BI Analytics. In addition, with GreeneStep’s comprehensive toolset, businesses optimize purchasing and drop shipments, reducing costs and improving operational efficiency. Trusted by over 100 businesses for its adaptability to unique workflows, GreeneStep supports digital transformation and sustainability, enhancing profitability while reducing carbon footprints. ## What is GreeneStep Business Management used for? [Business Management](https://www.capterra.com/business-management-software/)[Enterprise Resource Planning](https://www.capterra.com/enterprise-resource-planning-software/)[Point of Sale](https://www.capterra.com/point-of-sale-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $60 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GreeneStep Business Management?[Manage this product listing](https://www.g2.com/products/greenestep-erp/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### GreeneStep Business Management 4.9 (17) VS. [4.6 (1,490)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $60 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (17) Ease Of Use 4.6 (1,541) Value For Money 5.0 (17) Value For Money 4.4 (1,175) Customer Service 4.8 (16) Customer Service 4.6 (1,074) ## GreeneStep Business Management alternatives Highest Rated [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.2 (1,341)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/129057/Greenestep-OnCloud/alternatives/) ## FAQs about GreeneStep Business Management Overview ### Which roles and teams benefit most from GreeneStep Business Management? GreeneStep Business Management is most used by business owners, presidents, CEOs, and vice presidents overseeing company performance, financial controls, and operational planning. Controllers and operations managers use it to manage accounting processes, inventory, and workflows, while systems engineers and design teams support system configuration and production-related coordination. Answer based on 17 reviews Overview ### What company size and specific industries is GreeneStep Business Management built for? GreeneStep Business Management is designed for small and medium-sized businesses in the renewables and clean energy sectors. It supports companies that need integrated ERP, CRM, ecommerce, and financial tools to manage operations, improve efficiency, and meet sustainability goals. Features and Usability ### What are the key features of GreeneStep Business Management? GreeneStep Business Management offers HR Management, Accounting, CRM, and Inventory Management alongside Order Management, Procurement Management, and Warehouse Management. It also includes Billing & Invoicing, Project Management, Time & Expense Tracking, Reporting/Analytics, Access Controls/Permissions, and Third-Party Integrations for connected business operations. Integrations ### Which third-party tools and platforms does GreeneStep Business Management integrate with? GreeneStep Business Management integrates with Avalara, Cardknox, HubSpot CRM, ShipStation, TaxJar, and Vantage for tax, payments, CRM, and shipping workflows. The catalog lists 6 third-party integrations, covering core finance and operations tools used alongside the platform. Getting Started and Support ### What training and onboarding options does GreeneStep Business Management offer? GreeneStep Business Management provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided learning, while documentation and videos offer written and visual reference materials for self-paced review and feature orientation. Getting Started and Support ### What customer support options does GreeneStep Business Management offer? GreeneStep Business Management provides email/help desk, FAQ/forum, knowledge base, and phone support. No reviewer feedback about support is available, so user experience details such as response speed or helpfulness cannot be confirmed from the catalog data. ## Features AI summary Based on 6,813 Business Management reviews Capterra data shows that buyers of business management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) GreeneStep Business Management supports all three of the features reviewers value most: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help businesses coordinate day-to-day operations, keep customer information organized, and stay on top of work assignments, allowing teams to manage processes more efficiently and maintain better visibility across the business. Task Management 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Billing & Invoicing 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Purchase Order Management 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Create, send, and track purchase orders and their statuses Financial Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization CRM 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Inventory Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track and manage inventory levels to maintain proper supply GreeneStep Business Management 88 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Barcode Recognition: The ability to identify a barcode on or within an image or packaging - Barcode/Ticket Scanning: Scan barcodes to ensure accurate pricing and label tracking - Barcoding/RFID: Identify and track items using barcode tags or RFID (radio-frequency identification) tags - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Demand Forecasting: Forecast customer demand using historical insights and simulations - Distribution Management: Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Electronic Payments: Electronically collect payments for goods or services - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Enterprise Asset Management: Helps users manage the maintenance of assets; offers reporting to identify areas for improvement - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Import/Export Management: Management of inbound and outbound shipments in the context of international trade - Integrated Business Operations: Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Optimization: Maintain and control the stock level of inventory - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Logistics Management: Management of the flow of things between point of origin and point of consumption. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Order Fulfillment: Manage the process of receiving, preparing, and delivering orders for goods/products - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Order Tracking: Track orders throughout the fulfillment process - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Procurement Management: Organize and manage all processes/procedures involved in purchasing goods and/or services - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Returns Management: Track and facilitate returns of products sold - Sales & Operations Planning: Oversee various functions of the organization while balancing and optimizing supply and demand - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Shipping Management: Manage and track orders being shipped to customers - Sourcing Management: Negotiate best prices and choose the right vendor for various purchases - Status Tracking: Track the status over time for a request, process, asset, or transaction - Stock Management: Manage the buying, selling, and holding of stocks - Supplier Management: Manage all supplier data and operations - Supply Chain Management: Manage the planning and execution of supply chain activities - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Transportation Management: Organize and track the physical movement of goods from one location to another - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Warehouse Management: Manage and track operations and inventory within warehouses - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (17) 4.7 Based on 17 reviews ## Pricing Value for money 5.0 (17) Free Trial ERP Business Management Suite $60.00 Per User,Per Month CRM and Collaboration Suite $60.00 Per User,Per Month 3PL Warehousing and Logistics Solution $800.00 Flat Rate,One Time Enterprise Ticketing Collaboration $600.00 Flat Rate, Retail Point of Sales Solution $400.00 Flat Rate, Customized Ecommerce Solution $300.00 Flat Rate, Value for money 5.0 (17) 5.0 Based on 17 reviews ## Integrations [ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ ShipStation](https://www.capterra.com/p/155621/ShipStation/)[ Avalara](https://www.capterra.com/p/75673/AvaTax/)[ TaxJar](https://www.capterra.com/p/163419/TaxJar/)[ Vantage](https://www.capterra.com/p/133231/Teradata-Database/)[ Cardknox](https://www.capterra.com/p/200775/Cardknox/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (16) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (16) 4.8 Based on 16 reviews ## User reviews Overall rating 4.9 Based on 17 reviews Filter by rating Counts reflect reviews available in this feed. 5(15) 4(2) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Founder and Director Used the software for: 3-5 years ### "I strongly recommend Greenestep" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 23, 2024 Greenestep Business Management System simplifies operations by integrating CRM functionalities. It streamlines processes, enhances client management, and improves decision-making with real-time insights. User-friendly and customizable, it empowers businesses to optimize workflows, manage resources effectively, and achieve growth, making it an essential tool for modern business management. Pros Greenestep Business Management is an outstanding invention that is driving my business successfully. It tracks all the team's efforts and gives me all the insights that I need. Cons I did not come across any cons as such. - Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Predident Used the software for: 3-5 years ### "GreeneStep " 5.0 January 28, 2025 Our experience with GreeneStep has been very positive. They truly care about their customers and strive to provide an exceptional product to meet your business needs. Pros The team is very responsive no matter the time of day or night. Cons At times I worry about the time difference but it's never been a factor. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Operations Manager Used the software for: 3-5 years ### "GES, Distributor review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 March 13, 2020 Pros One stop program to integrate nearly all business tools needed for a product distributor. Cons Support can be a bit delayed as well as improvements needed as the software was made for retail use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President Used the software for: 3-5 years ### "LamarTek, Inc dba Dive Rite " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 16, 2024 We have been very happy with the program and updates have gone very smooth. Pros The support is very good and its easy to use. Cons We would like to see some better reporting and tracking tools. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Controller Used the software for: 3-5 years ### "highly recommend for any type of business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 23, 2024 they are the best, they are always tweaking to make it better and no down time on upgrades Pros ease of use, great support team, easy to learn, wide range of filters for different type of reporting Cons can only have one window open at a time and i have 3 screens and cannot move browsers to different screens. i have to keep expanding and minimizing screen when posting Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WP Wade P. VP Used the software for: 3-5 years ### "Best value in ERP Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2020 We went from running our company on an easily overwhelmed database in Microsoft Access with very little data consistency to a tightly integrated full suite ERP. To say we have solved every problem at this point would be a lie, but for the ones we haven't, we know where they are and we are coming to clean those up! Having your whole company run out of one package at least for the core functions is amazing. If you are looking to get into an ERP software, I highly recommend the team at Greenestep. It has helped us stay current and competitive without grossly overspending. Pros The number one thing for me is the team around this software. First, they are incredibly helpful if there is a problem and go the extra mile to help figure out what is wrong whether it is on your end or if it the occasional bug. At the end of the day though, the software provides an incredible amount of features and depth that is not easily available anywhere else. This software is excellent for any small business that doesn't want to spend every dollar they've ever made on a software package yet not be blown away by larger competitors who spend hundreds of thousands if not millions on an ERP package. Cons Despite the occasional bug, as with any software, there are "quirks" that need to be overcome. Sometimes things aren't located in a place where "we" think they should be located. Typically though, most of the issues we've had with the software are either user error or lack of understanding on our part. An in-depth and comprehensive user guide for reference would be great but their team is so helpful with questions that is relatively minor. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Principle Used the software for: 3-5 years ### "A good Business Partner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 16, 2020 Overall very responsive, but they are also a fast growing company. Pros The software is very well designed, intuitive, easy to install, and migrate from your current system(s). It is very easy for the user to navigate and get their work done with minimal keystrokes and not be overwhelmed with thousands of switches or screen data that over stimulates or is overbearing. I like the feature that allows you to use it either on the Cloud (Data Center) or locally (your office). Either way, there are powerful functionality (like field service, out of the box web store, email integration, etc) that lets it be your overall main platform for you smb business. Even though the software is primary targeted for distribution and service industries, a light manufacturer has the functions in GreeneStep to do Work Orders, Product Structures, and Product Configurations with real-time costing if needed. The ability to add custom fields and user scripts for having your additional field needs on-the-Fly (with security), makes it easy to tailor to my business not to the Software like others I have seen. The best part about that is the way they built GreeneStep that any customization you make do not have to be re-applied with upgrades. Those stay protected saving a lot of future costs, pain and suffering. They have many good planned features in the works (iOT, etc) and can create custom Plug-ins quickly if needed to connect other applications to GreeneStep. Cons Right now I wish they would finish incorporating ACH and electronic Bank Reconcilation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO- President Used the software for: Less than 1 year ### "Customize your Point of Sale according to your Industry" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2020 The Team of software developer rally minds and listened from their end user. They understand the value of time and money for this matter. Using a good software that makes sense is a valuable assets for the company. Pros Greenestep is very flexible to customize and the team of developers understand the benefits of listening from the start. This creates a mutual understanding and delivering a good product or result to end user. The system is very friendly, easy to navigate, manage and understand. They used simple technical language, and application that an amateur can adapt. Cons As an end user who deals with PoS software everyday, and working on a fast phase industry, you need some shortcuts to easily handle from having a quick link to your favorite tabs( according to user). We have applied some new customize tab just for our own use and application to make our daily task less stressful. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President Used the software for: 3-5 years ### "GreeneStep ERP " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2020 Excellent Customer Support. Someone will always pickup your support call. Support logs in through GTM remote access and addresses the issue right away. Affordable enterprise level ERP for small, medium and large size business. Overall quite happy with the software. Pros Greenestep is exceptionally easy to use. The data flow between the modules is excellent. Scores of meaningful and usable reports. Excellent performance, even on a smaller resourced server it runs fast. We run it in Windows RDS environment and have no performance issues. In last 3+ years of use GS has not crashed a single time. Cons There is not much not to like. Add more inventory related reports. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO Used the software for: Less than 1 year ### "Greenestep offers easy conversion from Everest Advanced" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2020 Greenestep integrates inventory management and full GL accounting Pros Greenestep made the transition from Everest Advanced almost painless. We had 14 years of experience with Everest. (Many of the Greenestep developers helped develop the early Everest software) Greenestep was able to take a Dropbox copy of Everest data file on Friday 5/24 and go live with Greenestep on Tuesday, 5/28. There were very few conversion issues, and they were quickly addressed. Greenestep insisted on remote training on all modules. The training was well executed. Some of the new inventory reports have been incredibly useful as is the ability to export almost any browser or report to Excel format for further manipulation. Cons Like Everest, the purpose of some reports is not fully documented. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/129057/Greenestep-OnCloud/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.