Skip to content
GreeneStep — think new

Version 27 · Planned for January 2027

Smart purchase. Instant onboarding. Real results.

Choose your plan, pay, and start working. The GES NEW automation engine does everything in between. No sales call needed, no waiting for setup.

Your journey, in five steps.

  1. 1Buy online

    Choose your plan

    Pick 0–5, 6–10, 11–15 or 15+ users and the modules you need: CRM, Finance, Inventory, Purchase, Manufacturing, Ticketing and AI Agents.

  2. 2Pay and confirm

    Pay or send a PO

    Card, UPI or net banking with instant confirmation. Or upload a purchase order, and we confirm once verified.

  3. 3Automation

    GES NEW sets you up

    Your customer record, sales order, license key, modules and login are created in the background.

  4. 4Instant access

    You’re in

    Your company is ready, license active and modules enabled. Sign in with SSO or a temporary login.

  5. 5All in one

    Run it from CFx

    Company setup, masters, marketplace, AI agents and support, all from your CFx dashboard.

GES NEW · The automation engine

Zero manual work. From purchase to provisioning.

Everything happens in the background, with no user interaction. Purchase-order customers wait only for a quick sales verification.

  1. 01Validate registration and payment or PO
  2. 02Select cloud company by region, currency and license availability
  3. 03Create prospect
  4. 04Create customer
  5. 05Create sales order
  6. 06Generate license key
  7. 07Assign modules
  8. 08Assign user count
  9. 09Allocate company instance
  10. 10Send welcome email
  11. 11Generate login credentials
  12. 12Redirect to GreeneStep CFx

Region-aware cloud

The right instance, picked for you.

GES NEW selects an available company on a cloud instance by your region, your currency (USD or INR) and license availability. Then it sends you to ucx.greenestep.com to sign in.

UC1

Region 1

Selected for you

UC2

Region 2

Available

UC3

Region 3

Available

GreeneStep CFx · Onboarding wizard

Welcome in. Let’s set up your company.

01

Set up company

Name, address, currency and time zone.

02

Add your logo

Brand your documents and portals.

03

Define masters

Customer groups, vendors, product categories, warehouses, tax.

04

Subscribe

Plugins, add-ons and new modules from the marketplace.

05

Enable AI agents

Sales, support, trainer and reporter agents.

06

Get support

Raise and track tickets, upload files, chat with us.

License management

Grow your license in one click.

Add users, modules or AI agents from your CFx dashboard. Once payment succeeds, your license key updates and features switch on. No manual step in between.

Sign in to GreeneStep CFx

License overview

Active
Users
10 / 15
Modules
6
AI agents
2

Add seats or modules through the CFx marketplace; changes apply when payment is confirmed.

Get a first look at version 27.

The self-service purchase journey is planned for January 2027.

Request a preview