Digitize Your Business, One Step at a Time

Centralize, streamline and resolve unlimited task requests with ease.

Collaborate to manage requests, resources, projects & maintenance schedules on a single ticketing platform with online portals.

Transform your business and automate processes with GreeneStep Ticketing with integrated CRM and Financials.

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Receive tickets, resolve and build knowledgebase

Simplify request creation, assignment, and resolution with a collaborative platform. Break down communication silos and streamline workflows.

Increase transparency in communication

Ditch email chaos & silos! Collaborate & resolve issues systematically and maintain a common communication thread.

Track, maintain, and optimize your IT assets

Maintain a comprehensive inventory with detailed information, ensuring optimal resource management and informed decision-making.

Why you need GreeneStep Ticketing?


Affordable Pricing

Unleash peak performance at an unbeatable price with our software. We empower you to streamline workflows, boost efficiency and achieve more - all within budget. Start your free trial today and experience the difference!


Ticketing & Tasks Management System

From reporting issues and prioritizing them to resolution tracking, our system streamlines service requests, automates workflows, fosters knowledge sharing with root-cause analysis, and empowers self-service - all in one platform


IT Assets & Tools Tracking

Track all IT assets (registration, tags, serials), manage their lifecycle (procurement, maintenance, disposal), and ensures compliance (licensing, audits) in one centralized platform


Project Workflow Management

Streamlines operations with task planning, automated workflows, smart resource allocation, quality checks and predictive maintenance, keeping asset records updated and suppliers informed


Customer Servicing & Support Help Desk

From logging tickets and routing them to resolution, our system empowers self-service through a knowledge base and fosters strong customer relationships with data management & proactive communication


Real-time Reporting & Unified Dashboards

Gain real-time insights, analyze trends, and customize reports with our Consolidated Dashboard: monitor activity, track KPIs, visualize data, predict issues, and ensure compliance - all in one place.

"Very innovative solution from GreeneStep helped to connect our sales and services team to customers and dealers 24x7. Increased our interactions, all the communications are in one place, less dependencies on emails and nothing slips through any cracks. Thank you GreeneStep!"

“The solution from GreeneStep brings all our employees, customers and partners on a single streamlined workflow platform . Now, there is an increased transparency and accountability”


  • Collaborate real time

  • Departments/Service Reps

  • Requestors/Customers

  • Suppliers/Vendors

Embrace Automation for Efficiency

Ditch the manual grind! We automate workflows in real-time, eliminating tedious tasks. Track issues seamlessly, manage customer data effortlessly with integrated email & notifications for clear communication. Streamline operations across departments, boost requestor satisfaction, and foster true collaboration.

  • Dashboards & SLA Benchmarks
  • Customer Ticketing Portal
  • Teams and Departments Requests
  • Alerts and notifications
  • Operations and Projects Tasks
  • Workflow Configurator


Boost Productivity, Elevate Results

Elevate your productivity with our Employee Portal. Efficiently manage IT assets and services, securely access customer data, collaborate with service providers, and track issues to resolution – maximizing your impact on the company.

  • Improve interdepartmental/teams communication and request resolution
  • Enable collaboration with your services team with requestors, customers and suppliers 
  • Manage CRM activities for orders processing to payments
  • View inventory information and availability real time
  • Management dashboard, notifications and reporting integrated

Resolving Issues, Building Trust

Experience exceptional service through our customer portal. Handle inquiries, returns, and complaints efficiently. We help you identify and log issues, track progress towards resolution, and access valuable resources to build trust and understanding.

  • Transform your requestors/customers experience with online access
  • Improve communication directly with tasks, view status or refer KB Articles
  • Self-service secure CRM access to view their leads and partners information
  • Create B2B Orders and track shipments and delivery status
  • Make ACH payments directly on the orders and bills
  • View their account statement and AR aging information

Real-Time Collaboration with All Your Suppliers

Break down communication barriers with our Supply Portal. Collaborate in real-time with all vendors, assign tickets effectively to 3rd party suppliers, and maintain synchronized schedules with your 3PL partners – ensuring everyone is on the same page. Transform your relationships and achieve seamless collaboration with our innovative solution.

  • Visibility to supplier’s maintenance schedules and projects
  • Improve suppliers or vendor communication via tasks
  • Enable view of your purchase orders for Suppliers
  • Suppliers can create their new supply parts
  • Facilitates subcontractor manufacturing orders communication




Two logins for six months

  • Checkmark Create unlimited tickets/tasks
  • Checkmark Manage requestors & customers
  • Checkmark Manage IT projects and assets
  • Checkmark Manage pipeline and quotations
  • Checkmark Suppliers/vendors management
  • Checkmark Manage services and products
  • Checkmark Email alerts setup
  • Checkmark Hosting free for six months*
  • Checkmark Email support



Ticketing with CRM and Financials

  • Checkmark All features in Standard
  • Checkmark Inventory management
  • Manage drop shipments
  • Checkmark Warehouse management
  • Manage financials
  • Checkmark Accounting and taxation
  • Exclusive hosted server*
  • Checkmark Minimum 30 logins
  • Billed yearly
CFx Login Page
Collaboration Dashboard
New task
CRM Dashboard
New Customer
Customer List
New Sales Quote
Sales Quote List with Menu
Task Kanban View
Inventory Dashboard
New Product
product List

Implementation and Training

Training by various modules or by department functions will be explained using sample mockup company data through Google Meet where all Users or set of users can attend the training. Each training session will be between 60 to 90 minutes. Training Sessions will be recorded and shared with Customers for reference. The training will be managed and supported by GreeneStep Team and it will be chargeable.