# GreeneStep Business Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is GreeneStep Business Management the right Business Management solution for you? Explore 17 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/129057/Greenestep-OnCloud/reviews

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GreeneStep Business Management

4.9 (17)

[View alternatives](https://www.capterra.com/p/129057/Greenestep-OnCloud/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of GreeneStep Business Management

Ease of use

4.9

Customer Service

4.8

## Showing most helpful reviews

Showing 1-17 of 17 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Rtn.Dhanesh P.  
Founder and Director  
Computer Software  
Used the software for: 2+ years

### "I strongly recommend Greenestep"

December 10, 2024

5.0

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. -

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Greenestep offered me better pricing and support and helped me to scale better.

Review Source

LH

Lamar H.  
President  
Wholesale  
Used the software for: 2+ years

### "LamarTek, Inc dba Dive Rite "

December 13, 2024

5.0

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.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing GreeneStep Business Management

the import process from Everest was better and a better fit with a easier learning curve from Everest

Switched from

[Everest](https://www.capterra.com/p/219268/Everest/)

The product cost after it was sold was too high for our company size and structure.

Review Source

VR

Verified Reviewer  
Operations Manager  
Wholesale  
Used the software for: 2+ years

### "GES, Distributor review"

March 11, 2020

4.0

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

Response from GreeneStep Technologies

March 18, 2020

Dear Reviewer, Thanks for the feedback and would like to discuss 1x1 regarding the additional features you would like to see in GreeneStep for Distribution business. And also would like to improve the support response from my team. Please email me @sunil.kumar@greenestep.com and I would definitely consider your feedback. Thanks again and appreciate it, Sunil CEO and Product Director

GS

Gia S.  
Predident  
Wholesale  
Used the software for: 2+ years

### "GreeneStep "

January 27, 2025

5.0

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.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing GreeneStep Business Management

it better fit our requirements and needs for both accounting and inventory management

Switched from

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)

Greene Step is a better fit for our needs as an electrical distributor

Review Source

mB

margarita B.  
Controller  
Computer & Network Security  
Used the software for: 2+ years

### "highly recommend for any type of business"

December 19, 2024

5.0

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

Switched from

[Everest](https://www.capterra.com/p/254124/Everest/)

price and GS has more flexibility and growth with our needs

Review Source

WP

Wade P.  
VP  
Wholesale  
Used the software for: 2+ years

### "Best value in ERP Software"

March 9, 2020

5.0

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.

Alternatives considered

[Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[Accounting Seed](https://www.capterra.com/p/133966/Accounting-Seed/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)

Reason for choosing GreeneStep Business Management

The authenticity of the team and the overall value of the product.

Review Source

DD

Denis D.  
Principle  
Information Services  
Used the software for: 2+ years

### "A good Business Partner"

March 10, 2020

5.0

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.

Alternatives considered

[SYSPRO](https://www.capterra.com/p/6963/SYSPRO-ERP/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/)

Reason for choosing GreeneStep Business Management

GreeneStep offered the best overall price / performance out there for my needs.

Review Source

DC

Dee C.  
CEO- President  
Wholesale  
Used the software for: 6-12 months

### "Customize your Point of Sale according to your Industry"

March 9, 2020

5.0

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.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing GreeneStep Business Management

The one on one negotiation and well explained program. The knowledge of the \[SENSITIVE CONTENT HIDDEN\] and promises that was fulfilled makes a lot of difference in doing business. They are team players and know what business is all about. They managed time and just in time delivery of each task order.I valued doing business with Greenestep.

Switched from

[Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/)

The Acumatica (franchise/reseller) who we dealt with was only after making the sales without understanding and listening form what we need. Terrible customer service and lack of tack.

Review Source

AA

Aijaz A.  
President  
Computer Software  
Used the software for: 2+ years

### "GreeneStep ERP "

March 9, 2020

5.0

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.

Alternatives considered

[MetaADCS](https://www.capterra.com/p/180328/Dynamics-NAV-WMS/)[Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing GreeneStep Business Management

Price, support, data migration and ease of use for our users.

Review Source

DT

Dana T.  
CEO  
Music  
Used the software for: 6-12 months

### "Greenestep offers easy conversion from Everest Advanced"

March 9, 2020

5.0

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.

Reason for choosing GreeneStep Business Management

Familiarity with the functionality, speed of conversion, familiarity with key Greenestep personnel from the early days (2005) of Everest, and Greenestep flexibility with structuring a financial package which matched our needs were all factors. Greenestep provided references, all of which checked out with glowing recommendations.

Review Source

JG

Jose G.  
Design  
Design  
Used the software for: 1-2 years

### "Optimo"

December 4, 2022

5.0

Muy buena y recomendable para cualquier empresa o negocio

Pros

Su facilidad de uso es muy buena,gran gestion en sus utilidades

Cons

Quizas un tutorial de utilización para personas inexpertas

Review Source

KT

Katie T.  
President  
Music  
Used the software for: 6-12 months

### "Accounting for Non-Accountants"

March 9, 2020

5.0

We are a small business and I am in charge of accounting. I am NOT an accountant - so I rely on Greenestep heavily to guide me into the "right" way to do month ends, etc. For my first tax closing, I called upon Greenestep for much hand holding as I muddled through various requirements. They were patient, thorough and responsive. And the end result was that my tax person had no questions and was able to file quickly. The Greenestep software helps me not make stupid mistakes and if I do, I know their support can help me unravel it in a non-judgmental way.

Pros

I love this software! We transitioned from a similar program that has been defunct and not supported for several years so my learning curve was pretty complete already. For me it is very intuitive and logical and complete. I have a feeling it is like my experience with Excell in that I'm only using a small percentage of its capabilities but it does the job very very well.

Cons

I have to say that the software is great - it is usually the user (me) that is deficient.

Reason for choosing GreeneStep Business Management

NetSuite was VERY expensive! Quickbooks seemed to have less capability.

Review Source

JK

Jon K.  
Vice President  
Wholesale  
Used the software for: 2+ years

### "OnCloud has allowed me to run our warehouse remotely"

March 11, 2020

5.0

Oncloud allows us to run the company with one software. It's easy to use

Pros

Inventory management and item replenishment help me with purchasing. I can easily update items in the back office that update the website at the same time. Website orders show up in Oncloud automatically, credit card processing is done in Oncloud and accounting journals are automatically made. The ease of importing new items from and excel spread sheet makes things easy and cuts down on input errors.

Cons

set up can be a challenge since the software does so much,. You are setting up a new back office and building a website at the same time. Next challenge was doing things for the first time, once I learned the processes, it's easy, but it take practice.

Review Source

BC

Brian C.  
President  
Telecommunications  
Used the software for: 1-2 years

### "The Right Choice For Us"

March 9, 2020

5.0

I cannot say enough great things about the support team. If we need anything I feel our business is a priority to the GreeneStep team. They are always timely with responses and when we run into a rare issue it is addressed quickly. Other than that the product itself is feature-rich. It has everything we need to run our business effectively.

Pros

The implementation of the software was the smoothest I have ever been a part of and I have done many. We stayed on schedule and there were no barriers to a smooth transition from our old software. The features are great as well- it fits well with our business.

Cons

We are using the remote version of the software, sometimes it can be slow but that is the internet and not the software itself.

Reason for choosing GreeneStep Business Management

Price for feature, GreeneStep was the best value.

Review Source

TC

Tyler C.  
Systems Engineer  
Wholesale  
Used the software for: 2+ years

### "GreeneStep Review"

March 11, 2020

5.0

Pros

The user interface is simple and easy to navigate. For me, this means training new employees on the software is easy because most features behave the same way and use the same layout across all the different modules. My favorite feature is the inventory system as it effectively tracks all stock, locations, and stock history precisely making inventory reporting simple. Integration into our existing business processes has been easy and effective, and the support team is knowledgeable, timely, and helpful.

Cons

The only issue I run into is the lack of an "Undo" button for purchasing/sales documents when they are turned to invoices and there was an error. Would be a nice feature to have, but the problems can still be resolved. It just takes a little more time.

Review Source

AA

Aftab A.  
CEO  
Computer Hardware  
Used the software for: 2+ years

### "Economical and comprehensive"

March 10, 2020

4.0

Pros

nice bundle of features and functionality, fast integration and responsive support

Cons

integration to popular e-commerce platform is not available, like big commerce, shopify or other marketplace platforms like Amazon, ebay

Review Source

AP

Andrew P.  
Manager  
Wholesale  
Used the software for: Less than 6 months

### "Ease of conversion"

May 12, 2020

5.0

We have unlocked massive operational efficiencies as a result of the migration. We have repurposed hardware to set ourselves up for new growth and the needs that will put on our organization. Additionally the team and customer support stay committed as we enter new phases of development.

Pros

We were working in a very old system and the team at GreeneStep took the time to comprehend that we needed to mirror the UI to ensure low downtime in conversion. They nailed it. We have been running without issue.

Cons

The only drawback is knowing you will need to be patient to get through each phase. Less a criticism and more a user preparedness. Don’t make the switch to a new system if your not prepared to get all it has to offer. But that will take time.

Reason for choosing GreeneStep Business Management

Value, data lift responsibility, contract pricing before engagement.

Review Source

Response from GreeneStep Technologies

February 1, 2021

Thank you for your kind words Andrew. Very well appreciated.

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