Pricing

Order Taker’s Mobile Ordering and Merchandising CRM App and B2B eCommerce Web Store for Wholesalers, Distributors, Brokers and Enterprise Brands.

OurPricing

Economy

$50 / user /month
  • iOS/Android/Tablet/iPad Compatible
  • Unlimited SKUs, customers, price lists, custom catalogs and images
  • Units of Measurements, Batches, Attributes and Multiple Warehouses
  • Mobile CRM: View Accounts, Locations, Contacts, Credit Information
  • CSV Data Import and Export or QuickBooks Desktop/Online

Business

$75 / user / month
  • iOS/Android/Tablet/iPad Compatible
  • Unlimited SKUs, customers, price lists, custom catalogs and images
  • Units of Measurements, Batches, Attributes and Multiple Warehouses
  • Mobile CRM: View Accounts, Locations, Contacts, Credit Information
  • CSV Data Import and Export or QuickBooks Desktop/Online
  • CRM / ERP API Integrations
  • Offline Mode
  • Dashboard Analytics and Reporting
  • Add Accounts/ Locations / Customers
  • Add Unlimited Custom Fields and Tables
  • Apply Trade Promotions

Enterprise

Contact Us
  • iOS/Android/Tablet/iPad Compatible
  • Unlimited SKUs, customers, price lists, custom catalogs and images
  • Units of Measurements, Batches, Attributes and Multiple Warehouses
  • Mobile CRM: View Accounts, Locations, Contacts, Credit Information
  • CSV Data Import and Export or QuickBooks Desktop/Online
  • CRM / ERP API Integrations
  • Offline Mode
  • Dashboard Analytics and Reporting
  • Add Accounts/ Locations / Customers
  • Add Unlimited Custom Fields and Tables
  • Apply Trade Promotions
  • Route Tracking, Planning and Accounting
  • Manager Workflow Approvals
  • Large Scale Customizations
  • White labeling and Co-branding

Economy

$ 55 / user /month
Recommended

Business

$ 80 / user /month

Enterprise

$ 105 / user /month

Economy

55 $ 50 / user /month
Recommended

Business

80 $ 75 / user /month

Enterprise

105 $ 100 / user /month

CompareFeatures

Economy Business Enterprise
Mobile and Desktop Sales Ordering
POS style mobile ordering with filtering by Category, Sub-category and Brand
Unlimited SKU's/items, customers, orders
Units of Measure support
Price Lists/Price Levels support
Support All Transaction Types (Invoices/Estimates/Quotes/Sales Orders/Credit Memos/Returns)
Custom Catalog Support with Ability to Sequence Items/Categories in Any Order
Custom Fields Support with Custom Field Order Display
Past Purchase/Cost History per Item Data Support
Recommendation of Similar Items Support
Order History with Advanced Filtering (to pull A/R reports)
Edit and Reorder Past Orders Support
Generate Order PDF Ad-hoc
Send Email Confirmation to Customer/Head Office
SendEmail Confirmation to Customer on Order Status Change (e.g. On Delivery)
Real-time Inventory Visibility
Add Notes on Order and Line Items
Change Billing/Shipping Locations
Set Delivery Date, Payment Terms and more
Take Signature, Barcode Scan and Collect Images to Add to Order
Save Order to Draft
Collect Payments via Payment Gateway Support
Custom Tablet and iPad View
Fully Offline Mobile App
Multi-lingual and Multi-currency
Flag Warnings on Rule Violations in Cart
Submit for Workflow Approval
Submit for Workflow ApprovalWhitelabel Logos and Branding
Accounting
Invoice Edit/Add/Delete Generation
Order Management
Financial Reporting including A/R, A/P, Balance Sheets, Chart of Accounts
Payments
Trade Promotions
Tiered Promotions
Discount Promotions
Amount-based Promotions
Bundled Promotions
Stacked Promotional Priority Support
Expiration Date Support
Mobile and Desktop CRM
Unlimited Customers, Contacts, Locations
Add/Edit Customer Data
Task/Activity Management with Reminder Scheduling
Appointment Setting
Google Calendar Integration
Mass Email
Email Templates
Deal Pipeline Management
Sales Automation
Marketing Automation
Identify Deal Slippage
Custom Fields
Custom and Template Reports
Team Permissions
Team Messaging
Retail Merchandising Survey Execution
Create and Deploy Custom Surveys
Survey Assignment by Customer or User
Merchandising Management of Historic Surveys
Merchandising Insights Dashboard
Advanced Filtering of Survey Results
Comprehensive Analytics Reporting of Survey Results
Geo-fencing of GPS Coordinates
Team Messaging
Route Optimization
Setup, Schedule and Optimize Routes
Team Route Creation
Calendar View of Routes
Map View of Routes
Add Notes to Routes
Attach Sales Transaction to Routes
Advanced Route Reporting
B2B eCommerce and Native Customer Ordering App
Personalized and Customized Store Front and App
POS Picture Category Based Navigation for Native App
Customizable Banners
White labelling
Trade Promotions
Favorite, Best Sellers, Last X Months Purchased Lists
Advanced Filtering
Custom Fields
Order History and Past Purchase Tracking/Editing
Order Discounts
Payments
Inventory and Warehouse Management
Unlimited Warehouse Location Support
Perpetual Inventory Calculations
Unlimited Vendors
Unlimited Purchase Orders
Barcode Scanning
Batch and Serial # Tracking
Warehouse Management with Bin Location Tracking
Advanced Inventory Counts, Cost-Tracking and Stocking Reports
Real-time Notifications on Stock-outs, Reduced Inventory
Packing Slip Generation
Order Fulfillment/Shipment Prioritization
Invoice Edit/Add/Delete Generation
Order Management
Financial Reporting including A/R, A/P, Balance Sheets, Chart of Accounts
Payments
Accounting System Integrations
CSV Data Import and Export
QuickBooks Online and Desktop
Xero
Sage
NetSuite
MS Dynamics
Business Central
SAP
Oracle
Syspro
Dear Systems
EPICOR
FishBowl
Unleashed
Odoo
MYOB
SkuVault
Freshworks
Zoho
Payment Gateway Integrations
Square
Stripe
PayPal
Authorize.Net
Razorpay
Other Integrations
Salesforce
HubSpot
Pipe Drive
Copper
Shopify
BigCommerce
WooCommerce
Magento
Support
Livephone and chat support
Personal onboarding
Premium support

Frequently AskedQuestions

The Economy tier is meant for small business with basic order taking needs while the Business tier is meant for larger businesses with larger scaling sales teams. The Enterprise tier is meant for Enterprise businesses that want to personalize and customize Order Taker to their needs.

Yes. Every Order Taker implementation involves our Professional Services and Implementation teams spending time with you to understand your business needs and designing the solution to best fit them. We integrate with many different back-office accounting systems and CRM’s and we will work with you to build a tight integration that gives you real-time data results.

Besides Professional Services and Implementation assistance, Order Taker will provide you with hands-on training of their application from end-to-end at any time, as much as you need. We will also provide timely support with a turnaround time of 24 hours to get your issues addressed and responded to. We strive to make each and every customer happy and our Services are next to none!

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