Task Management

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


  • 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

Personalized Task Management on a Mobile CRM

Personalize Schedule of Tasks

Create and schedule tasks to plan out your work week so you spend more time executing and less time managing your activities

Setup Real-time Task Alerts

Get real-time alerts on up-coming tasks to always stay on top of things and execute

Allow Admins to Manage Tasks Centrally

Allow administrators to manage all tasks for all sales reps centrally to allow management’s engagement with field execution

Analyze Task Data/Reports

View reports and analytics on the status, priority, duration and assignment of tasks per customer and sales rep so management always has a detailed grasp on sales execution

Value Propositions

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Custom Branded B2B eCommerce

Configure OrderTaker’s B2B eCommerce web store with branded elements including logos, fonts, graphics, images and more.

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Personalized for Buyers

Offers a buyer-specific experience with customized catalogs, price lists, promotions, payment options, shipping methods and much more

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Detailed Product Information

Stun buyers with beautiful high-definition catalogs, visually organized into categories and sub-categories with detailed product information, including prices, stock availability, product details, ingredients, instructions and more

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Quick Search and Filter Options

Find products quickly and easily through organized categories, sub-categories, a variety of filter options and lists, name search and more to help you grow sales

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Centralized Admin Console Configuration

All channels share the same back-end where configuration and changes can be made to products, price lists, promotions, workflow and customer information centrally

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Web and Mobile Store

Allow your buyers to access your full catalog on OrderTaker via a web store or mobile app (on iOS or Android) even without connectivity

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Collect Payments

Accept cash, credit, debit and other payments through field rep app integration with payment gateways

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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


Support Any Trade Promotion

Support all kinds of product or item trade promotions, order total-based promotions, payment type promotions, transaction type promotions, mix and match and phased package promotions and much more

Define Business Rules

Configure business rules and workflow approvals so pre-defined exceptions in an order always require manager approval before final submission

Supports Global Requirements

Setup and personalize OrderTaker to the local language, currency, time zone, tax rules and other options to support global implementations

Customer Specific Pricing

Define price lists, discounts and trade promotions per customer imported directly from your ERP or Accounting system or built into our back-office. Allow reps to change prices manually as needed as per the discount rules you setup

Inventory and Credit Validation

Setup inventory and credit validation rules so specific order documents are limited to exceeding product inventory volumes and unable to be submitted when customer credit limits are exceeded


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

Headless Commerce

Segregated front-end and back-end for your B2B eCommerce web store allows for optimized user experiences

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 your customers to buy from anywhere and anytime

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