OrderTaker delivers a powerful mobile Order Management, POS, CRM, and Field Service platform powered by AI—designed to help sales teams sell more while reducing administrative work with a full integration to Fishbowl Inventory
Fishbowl
OrderTaker provides a leading mobile Order Management, Point-of-Sale, Customer Relationship Management, and Field Service solution in a single platform. By combining these capabilities with AI-driven recommendations and insights, OrderTaker helps businesses accelerate revenue growth while reducing operational overhead.
More than 1,000 users across hundreds of businesses rely on OrderTaker to simplify complex sales workflows. The platform’s AI capabilities help sales teams make smarter decisions about what to sell, when to sell it, and which customers to target—helping many businesses increase sales by 20–30% month over month.
Through its integration with Fishbowl Inventory, OrderTaker gives sales representatives complete visibility into their business from their mobile device. Reps can access customer data, contacts, billing and shipping addresses, full product catalogs, real-time inventory levels, pricing, order history, invoice PDFs, tasks, alerts, and more—all from their phone or tablet.
With OrderTaker, sales teams can focus on building customer relationships and closing deals instead of spending time on manual administrative tasks. Orders can be captured in minutes using intelligent AI suggestions, allowing teams to work faster whether they’re in the office or in the field.
Result: Sales reps sell more, faster, more efficiently with real-time data availability on the field anytime, anywhere
The OrderTaker integration connects directly with Fishbowl to synchronize key operational data between your inventory system and your mobile sales platform. Product catalogs, inventory levels, pricing, and customer records from Fishbowl are made available inside OrderTaker so your sales team always works with accurate, up-to-date information.
When a sales representative creates an order in OrderTaker, the order details are automatically synchronized with Fishbowl. This eliminates the need for manual re-entry and ensures warehouse and accounting teams can immediately process and fulfill orders using the same system they already rely on.
OrderTaker also enhances the selling experience with AI-driven insights. The platform analyzes historical ordering behavior to recommend products, identify cross-sell opportunities, and suggest optimal reorder timing. These recommendations help sales reps increase order values while providing more personalized service to customers.
Because OrderTaker is designed for mobile use, it works seamlessly for both office-based and field sales teams. Reps can access customer records, create orders, view product catalogs, and track activity even when working offline. Once connectivity is restored, data automatically synchronizes with Fishbowl.
In addition to order management, the platform includes CRM tools, task management, scheduling, and field service capabilities. This creates a centralized hub for managing customer relationships, service visits, and sales activities alongside inventory and order data stored in Fishbowl.
