Sell Smarter, Faster, More Efficiently with OrderTaker

Smarter, Simpler, More Affordable ERP, CRM, B2B eCommerce and Other Tools to Help You Grow Your Business And Reduce Unnecessary Costs

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Comprehensive, Feature Rich Application

OrderTaker is a much more feature rich ERP and CRM than QuickBooks, comparable in feature-set to NetSuite but at a fraction of the cost to implement at a quicker pace. We pride ourselves on how simple, intuitive and easy to use our user experience is for all types of users, administrators, customer service and sales reps.

Access fully customizable ERP, CRM, B2B eCommerce and other solutions at a fraction of the cost of similar systems while giving you complete control, insight and management over your business today!

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Easy, Convenient & Secure Access

Setup a variety of user types to access ERP, CRM, B2B eCommerce and other solutions securely from a mobile or desktop device without sharing each other's data; including Inside/Outside Sales Reps, Van Sales, Sales Managers, B2B Buyers, Administrators, Super Admins and more.

Compatible with Other ERPs

Integrate data from any Accounting, ERP, CRM or B2B eCommerce system to import and export invoice orders, customers, items and more to/from OrderTaker with the destination ERP system in real-time.

Privacy & Security Guaranteed

All user types in OrderTaker are fully secured from authentication down to the sharing of private data between each other, with complete user permissions configurability over the limits of what each other can do in OrderTaker and see, preventing unauthorized access to private Company financials, pricing and other information.

More Affordable, Faster to Implement

Comparable to QuickBooks in cost and convenience with the feature and solution richness of NetSuite, OrderTaker takes a fraction of the time it takes to implement NetSuite and other comparable ERP's.

Feature RichApplication

Accounting/ERP

  • Easy, Convenient & Secure Access - Setup a variety of user types to access ERP, CRM, B2B eCommerce and other solutions securely from a mobile or desktop device without sharing each other's data; including Inside/Outside Sales Reps, Van Sales, Sales Managers, B2B Buyers, Administrators, Super Admins and more.

  • Privacy & Security Guaranteed All user types in OrderTaker are fully secured from authentication down to the sharing of private data between each other, with complete user permissions configurability over the limits of what each other can do in OrderTaker and see, preventing unauthorized access to private Company financials, pricing and other information.

  • More Affordable, Faster to Implement - Comparable to QuickBooks in cost and convenience with the feature and solution richness of NetSuite, OrderTaker takes a fraction of the time it takes to implement NetSuite and other comparable ERP's.

  • Compatible with Other ERPs - Integrate data from any Accounting, ERP, CRM or B2B eCommerce system to import and export invoice orders, customers, items and more to/from OrderTaker with the destination ERP system in real-time.

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InventoryManagement

  • Allow staff to manage the entire state of your product catalog on the cloud anytime, anywhere with full real-time visibility of stock levels, cost and tracking information

  • Keep track of the precise location of your items across multiple warehouses in multiple global locations and within each warehouse bin location to allow easier stock fulfillment of orders

  • Use perpetual inventory control to gain keep track of the costs of your products and inventory at all times, including product margins and profit

  • Avoid stock-outs and voids with advanced reporting that can inform you when items have reached a minimum or maximum threshold to trigger a repurchase order amongst many other reporting options

  • By assigning serial and batch numbers during the product purchase process, obtain complete traceability with serial and batch number tracking that can be reported on for any date range filters

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Mobile/Desktop Ordering

  • Allow your field reps the ability to increase order size while selling smarter, faster and more effectively anytime, anywhere

  • View high-definition digital catalogs with multi-media images, videos and product details

  • Access a 360-degree view of every account, credit information and more in real-time

  • Get up-to-the-minute access to trade promotions, field rep and customer dashboards and more to help reach targets and increase day-to-day performance

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Mobile/DesktopCRM

  • 360° view of assigned customers, anytime, anywhere

  • View past and present order documents from assigned customers to maximize interactions

  • Access sales intelligence data on accounts, credit information, contacts, locations and more in real-time to help reps make informed buying decisions

  • Mobile CRM for Wholesalers accessible via a native Android, iOS or iPad app, accessible offline

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TaskManagement

  • Easily manage & track the life cycle of all your project tasks, effectively track key milestones and set dependencies to help you spend more time completing your tasks and less time managing them

  • Manage task activities from a central place by monitoring the status of tasks, assign them to sales reps and customers, set task dependencies, send email reminders, and track the progress of your tasks

  • Analyze Task Reports instantly to provide a consolidated view of all open and closed tasks in the selected project, view details of any owner, milestone, or priority and more

  • Setup task reminders and duration by staying on top of what's going on through timely email reminders so you don't miss any important milestones. Set task duration in days or hours based on your project's needs

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Customer/Buyer Mobile App

  • Allow customers/buyers to order from your very own self-service, company-branded mobile ordering/CRM app anytime, anywhere

  • Provide a personalized buyer experience with the ability to browse your extended eCatalog, customer pricing, trade promotions, stock availability, order history and more

  • Manage a unified, analytics, back-office dashboard of insights from customer and sales rep channels to allow you to maximize buyer behaviors, promotions and more

  • Combine the omnichannel of both customer and field-rep mobile ordering channels into a single platform for more efficient management and unified buyer experience

B2BEcommerce

  • Allow buyers to order from your self-service, branded B2B eCommerce portal or mobile app anytime, anywhere

  • Provide a customized buyer experience with the ability to browse your extended catalog, customer pricing, trade promotions, stock availability, order history and more

  • Manage an analytics dashboard of insights from both online and field-rep channels to allow you to maximize buyer behaviors, promotions and more.

  • Combine the omnichannel of both online and field-rep channels into a single platform for more efficient management and unified buyer experience

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RouteAccounting DSD

  • Allow your van sales reps the ability to increase order size while selling smarter, faster and more effectively anytime, anywhere, including offline

  • Automate van sales rep processes including tracking real-time inventory, stock replenishment, creating returns, sharing invoices, collecting payments, confirming proof of delivery and more

  • Access a 360-degree view of every account, credit information and more in real-time to allow van sales reps to make optimal decisions on the van sales

  • Manage van sales reps more efficiently with geo-tracked and time-stamped views of where and when orders were taken

TradePromotion Campaign

  • Configure trade promotions across all channels through one highly configurable interface

  • Personalize promotions for cross-sell and upsell through a range of available business rules

  • Offer bundled package promotions via the mobile app or B2B eCommerce portal uniformly

  • Eliminate expiring inventory and promote stagnant products through a range of customer appealing real-time promotions

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Proofof Delivery

  • Capture proof of delivery for Drivers using the mobile app to verify order items, take customer signatures, make edits, provide notes and order remarks, collect and register return transactions and share PDF's of the order

  • Give your customers full visibility on delivery, informing them when the driver will be on his way, his estimated time of arrival and more

  • Use the back-office admin console to plan routes, view and track driver GPS locations on a visual map to analyze delivery time and more

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Retail Merchandising Surveys

  • Keep management informed of Retail enablement activities through Retail execution to optimize selling decisions in real-time

  • Conduct store audits, take planograms, assess shelf attractiveness and execute surveys for merchandising and Retail enablement

  • Avoid stock-outs, manage assets and ensure product compliance

  • Stay informed of Retail enablement activities and optimize them in real-time

  • Manage merchandisers’ activities and gain insight on valuable Retail execution information to help you make informed selling decisions

Wide Range of Industries

Food & Beverages
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Apparel & Accessories
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Eyewear
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Health & Beauty
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Electronics & Toys
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Commercial Equipment
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AppScreenshots

OrderTaker's Key Strengths

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Mobile Rep Users

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B2B eCom Buyer Users

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Feature/Solution Equalization with Other ERP's

AvailableIntegrations

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OurPricing

Economy

$ 55 / user /month
Get Started
Recommended

Business

$ 80 / user /month
Get Started

Enterprise

$ 105 / user /month
Get Started

Economy

$55/user/ month
  • iOS/Android/Tablet/iPad Compatible on Mobile/Desktop CRM + Ordering App
  • Unlimited Sales Orders, Purchase Orders, Customers, Companies, Locations, Contacts, Deals, Credit Information
  • Unlimited Units of Measurements, Batches, Custom Fields and Multiple Warehouses for Van Sales Apply Unlimited Price Levels / Lists
  • Additional Admin / Desktop User Licenses with Security/Privacy Built-in
  • CSV Data Import and Export
  • QuickBooks Desktop/Online Integration and Migration Clients
Choose Plan

Business

$80/user/month
  • All Economy Plans included
  • Mobile and Desktop CRM + Ordering App
  • Complete CRM with Calendar Integration, Deal Pipeline, Task Management, Email and Phone Integration
  • Unlimited Custom Fields and Tables
  • Dashboard, Analytics and Custom Reporting
  • Apply Trade Promotions
  • Add Admin / Desktop User Licenses with Security/Privacy Built-in
  • CRM / ERP / B2B eCommerce API Integrations/Migrations in Less Time
  • Retail Merchandising Surveys and Survey Desktop Analytics"
Choose Plan

Enterprise

$105/user /month
  • Unlimited Support Plan
  • All Economy Plans Included
  • All Business Plans Included
  • Route Tracking and Planning of Mobile Sales
  • Back-order Management
  • Manager Workflow Approvals
  • Large Scale Customizations
  • White labeling and Co-branding
Choose Plan

Economy

55 $ 50 / user /month
Get Started
Recommended

Business

80 $ 75 / user /month
Get Started

Enterprise

105 $ 100 / user /month
Get Started

Economy

$50/user/ month
  • iOS/Android/Tablet/iPad Compatible on Mobile/Desktop CRM + Ordering App
  • Unlimited Sales Orders, Purchase Orders, Customers, Companies, Locations, Contacts, Deals, Credit Information
  • Unlimited Units of Measurements, Batches, Custom Fields and Multiple Warehouses for Van Sales Apply Unlimited Price Levels / Lists
  • Additional Admin / Desktop User Licenses with Security/Privacy Built-in
  • CSV Data Import and Export
  • QuickBooks Desktop/Online Integration and Migration Clients
Choose Plan

Business

$75/user/month
  • All Economy Plans included
  • Mobile and Desktop CRM + Ordering App
  • Complete CRM with Calendar Integration, Deal Pipeline, Task Management, Email and Phone Integration
  • Unlimited Custom Fields and Tables
  • Dashboard, Analytics and Custom Reporting
  • Apply Trade Promotions
  • Add Admin / Desktop User Licenses with Security/Privacy Built-in
  • CRM / ERP / B2B eCommerce API Integrations/Migrations in Less Time
  • Retail Merchandising Surveys and Survey Desktop Analytics"
Choose Plan

Enterprise

$100/user /month
  • Unlimited Support Plan
  • All Economy Plans Included
  • All Business Plans Included
  • Route Tracking and Planning of Mobile Sales
  • Back-order Management
  • Manager Workflow Approvals
  • Large Scale Customizations
  • White labeling and Co-branding
Choose Plan

Wide Range ofCustomers

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Testimonials

Our Customers Love OrderTaker and Trust It to Fulfil All Their Accounting, Inventory Management, CRM and B2B eCommerce Requirements

Armand Mazzulli

Seviroli Foods
The OrdrTakr app is a highly effective tool that complements our National Sales teams to optimize Sales Associate and Buyer order taking and streamline promotional offering management direct to customers. We have seen a dramatic increase in sales conversions since adopting the app.

Canadian National Wholesaler/Distributor

The security features in the OrdrTakr app gave us full control of who could access our catalogs to allow us to secure our business at all times.

Jill Meracle

Rockmount
OrdrTakr gave us the custom features that fit our business needs and requirements to scale nationally.

Jared Thorson

Carlson Labs
Our reps loved OrderTaker's non-techie friendly, easy-to-use interface and adopted the app days after go-live

National US Food & Beverage Wholesaler

"OrderTaker was able to seamlessly integrate with our ERP to provide significant value to our sales reps allowing them to increase revenues by over 20% month-over-month".

Julian W

VP of sales
OrderTaker was so easy to learn and adopt that our sales reps were up and running within days of training and support. Most importantly, we saw a significant hike in per order size and revenues thanks to OrderTaker’s cross-sell and upsell features that are heavily relied on by our reps.

Nirmal A

President, Grace Foods
OrderTaker gave our sales team the boost in confidence to make the most out of every customer visit and to never lose an opportunity to cross-sell and upsell. The value we gained from this platform more than paid for itself in the short-term.

Multi-national Wholesale Distributor:

Our reps loved OrderTaker's non-techie friendly, easy-to-use interface and adopted the app days after go-live

OrderTaker Blogs

DownloadOrderTakerToday

We offer the best support and service with a 48-hour turnaround of issues. Use our support forum if you have any questions and our team will respond immediately! With thousands of solved issues and a customer satisfaction rating of 97%, we deeply care that your Order Taker solution runs perfectly!

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One of the BestERP, CRM and B2B Sales Platforms for Manufacturers, Wholesale Distributors, CPG's and Other Small Businesses