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