Customer Relationship Management

Allow reps to access a 360° view of any customer at their fingertips while keeping track of deals, tasks, activities, appointments, schedules, phone calls, emails, texts and much more from both desktop and mobile

Desktop and Mobile CRM

  • 360° view of assigned customers, anytime, anywhere including a timeline view of tasks, activities, appointments, schedules, phone calls, emails, texts and much more

  • View past and present transactions, interactions, order history, purchases and more from customers to provide personalized service

  • Access sales intelligence data on accounts, deals, credit information, contacts, locations, activities, merchandising surveys, appointments, phone calls, emails, texts and more in real-time to help reps make informed selling decisions

  • Keep customers engaged by scheduling timely follow up appointments on a mobile/desktop calendar and view the status of each deal so you can prioritize your time more efficiently

Personalised MobileCRM

Personalize Selling and Grow Sales

Customize product catalogs, images, tiered pricing, trade promotions, inventory and more into a single desktop or mobile platform for creating estimates, invoices, sales orders or credit memos available anytime, anywhere

Optimize Omni-channel Experiences

Deliver a unified, consistent, and centrally managed CRM experience, combining online desktop and face-to-face transactions

Eliminate Downtime With Native, Offline Apps

Access CRM, deals, tasks, activities, appointments and more both online or offline on a desktop or with a native Android, iOS or iPad mobile app personalized for sellers

Seamlessly Integrate with your ERP/Back-office Systems

Fast, secure cloud or on-premise integrations with any ERP or Accounting System, including QuickBooks Online/Desktop, Sage, SAP, Microsoft Dynamics, NetSuite, Xero, Odoo and more


Schedule Appointments

Sales reps can plan out their entire schedule with appointments, tasks and activities from both desktop or mobile app to ensure customers are always engaged and opportunities are maximized.

Task Management

Sales reps can keep create and update tasks and activities related to customer interactions, schedule them on a calendar and setup email reminders to follow up to ensure customer engagement and maintain personal organization.

Activity Timeline

Sales reps and managers can view a complete timeline of all tasks, activities, appointments, merchandising surveys, orders, phone calls, emails and text messages to keep track of prior customer touch points and optimize their time better.

Merchandising Execution Surveys

When sales reps visit customers, they can execute in-store merchandising surveys to keep management informed of out-of-stocks, voids, promotions, pricing, shelf placement, planograms, competitive products and much more to optimize Retail execution.

Route Accounting

Allow sales managers to develop customer routes per field rep to optimize daily route visits per day and maximize sales revenues. Share routes with field reps so they can spend more time selling and less time planning.

Route Maps

OrderTaker app for Wholesale Distributors integrates with Google Maps and iMaps to visually map out customer visits seamlessly to ease the journey from customer to customer.

Monitor Sales Performance

By geo tracking and time stamping sales orders on a map, managers can track when and where orders were taken to ensure customers get the maximum in-person exposure they need to make informed decisions

Setting Sales Targets Per Customer

Sales Managers can assign reps to zones/territories, set targets and monitor performance via a unified sales dashboard and reports to maximize sales.

Develop Customer Relationships

The OrderTaker app for Wholesale Distributors allows sales reps to access a history of all orders available via intuitive filters to help make informed selling decisions. This also includes credit history, accounts receivables, contact information, shipping and billing details and much more to make the most of every store visit.

Manage Customer Concerns

OrderTaker enables documentation of customer issues and concerns so they can be shared with Sales Managers and addressed effectively on the next visit.

360° Customer View

Get up-to-date, detailed customer information, including order history, accounts receivables, items purchased in the past 30/60 days, credit availability and other analytics to allow field reps to increase order size.

Capture (14)

Intuitive User Experience

OrderTaker is easy-to-use, simple and completely intuitive to help Wholesale buyers engage with the platform regularly and maximize your sales


Insightful Data and Analytics

OrderTaker’s analytics dashboard and reports allow real-time action-oriented insights on sales by product, customer and more to allow you to optimize buyer accounts

Seamless Integration with your ERP/Back-office Systems

Fast, secure integration with your back office/ERP system allows buyers to access just-in-time information like product info, promotions, stock availability, order history and more anytime, anywhere

Online/Offline Mode

Stop worrying about connectivity issues as OrderTaker’s native mobile CRM for Wholesalers app works even when offline with all the same features, allowing synchronization with your CRM/ERP once connectivity returns.

Cloud or On-premise Support

OrderTaker runs on the AWS cloud or for on-premise solutions, allowing your data to be secure and scalable from any configuration, location and requirements

Allow reps to access a 360° view of any customer at their fingertips

Shopping Basket