OrderTaker CRM

The OrderTaker mobile and desktop ordering solution allows sales reps and customers to gain access to their entire product catalog, products, prices, promotions, inventory, accounts receivables, past purchase history, mobile and desktop CRM, performance results and much more to help cross-sell, upsell and grow revenues.

The OrderTaker desktop and mobile ordering CRM solution sits on top of your ERP providing best of breed mobile and desktop sales ordering tools for sales reps and customers that takes just a few minutes to complete, providing a more efficient alternative to your ERP. You can also setup alerts and reminders on when to follow up with customers and setup tasks and activities on a calendar.

More advanced features include trade promotions, retail execution merchandising surveys, route accounting DSD, proof of delivery, B2B eCommerce, advanced pricing, multiple locations support, back orders, internal messaging and more to give you incredible value at a very low and affordable cost.

The app covers all aspects of your sales, operations and sales rep or customer ordering in the most beautiful, intuitive and user friendly interfaces meant to encourage cross-sell and upsell shopping, catalog navigation and re-ordering using state of the art design, technology and algorithms for predictive recommendations.

With support for back-order management, real-time inventory, multiple warehouse locations, custom price lists and pricing rules, multiple HD item images and their units of measures, barcode scanning, eSignatures, advanced filtering, past purchase history, cross-sell and upsell item recommendations, email/share/print PDF orders, CRM account details with ability to add Accounts, Task and Activity Management, Alerts, add multiple Shipping and Billing Locations and add Contacts, Route Planning, Route Tracking, a range of customized promotions, manager workflow approvals, custom business rule exceptions and and a beautiful analytics performance dashboard, OrderTaker's plethora of features allow any Wholesale Distributor to scale their sales rep and customer ordering business, increase cross-sell and upsell revenues and reduce back-office administrative costs.

This version of OrderTaker operates both online and offline with and without internet connectivity.

If you're interested in simplifying your desktop and mobile ordering capabilities with your back-office ERP/accounting system to send orders to you in real-time for your customers and sales reps, go to https://ordertaker.us/contact-us/ and start today.