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Overview
OrderTaker is a sales tools software designed to streamline order management and accelerate sales workflows, helping teams process orders accurately and efficiently. While some users have requested improvements to the interface, its intuitive functionality, automation capabilities, and focus on reducing errors make OrderTaker a practical, results-driven solution for sales operations.
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Starting Price
Custom
OrderTaker Specifications
- Lead Management
- Contact Management
- Sales Automation
- Activity Tracking
What Is OrderTaker?
OrderTaker is a comprehensive sales and order management platform that helps medium and growing businesses streamline order capture, CRM, and mobile selling processes while enhancing sales productivity.
It offers real-time mobile ordering with rich digital catalogs to speed order entry, CRM tools for tracking customer interactions and insights, and robust inventory controls to minimize stock issues and boost sales efficiency. These features help teams sell faster, reduce administrative burden, and improve customer engagement overall.
OrderTaker Pricing
OrderTaker pricing follows a tiered plan model. This includes:
- Economy - $55/user/month
- Business - $80/user/month
- Enterprise - $105/user/month
Disclaimer: The pricing is subject to change.
OrderTaker Integrations
The software integrates with the following third-party applications, including:
- Microsoft Dynamics SL
- Hubspot Sales Hub
- PayPal
- Salesforce
- Zoho Books
- Xero Accounting Solution
- Sage
- Shopify
Who Is OrderTaker For?
OrderTaker software serves a wide range of industries and sectors, including:
- Food and beverages
- Apparel and accessories
- Health and beauty
- Electronics and toys
- Eyewear
- Commercial equipment
Is OrderTaker Right For You?
Are you seeking a sales solution that simplifies order capture while keeping customer and pricing data secure? OrderTaker supports role-based access controls and secure cloud hosting to protect sensitive sales information.
Built for distributors, wholesalers, and field sales teams, its mobile-first ordering and CRM capabilities make it especially effective for businesses managing high-volume, on-the-go sales
Still not sure if OrderTaker is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
OrderTaker Features
Mobile B2B Ordering
OrderTaker enables sales reps and customers to place orders through mobile devices using interactive digital catalogs. This feature reduces manual entry, accelerates order submission, and improves accuracy, helping businesses close deals faster while supporting field sales teams working remotely.
Customer Relation Management (CRM)
The built-in CRM centralizes customer profiles, order history, and communication details in one platform. Sales teams gain better visibility into accounts, allowing them to personalize interactions, manage follow-ups effectively, and strengthen long-term customer relationships that drive repeat business growth.
Inventory And Pricing Control
OrderTaker provides real-time visibility into inventory levels and pricing structures across channels. Businesses can prevent overselling, maintain consistent pricing, and ensure sales teams always access accurate product data, enabling smarter selling decisions and improved operational efficiency company-wide.
Custom Digital Catalogs
The platform allows businesses to create customized digital catalogs with product images, descriptions, and pricing rules. These catalogs simplify product discovery, reduce dependency on printed materials, and help sales reps present offerings professionally while adapting quickly to product or price changes.
Order Management And Reporting
OrderTaker centralizes order tracking, approvals, and reporting within a single system. Managers can monitor sales activity, identify trends, and analyze performance through detailed reports, supporting data-driven decisions that improve forecasting accuracy and optimize overall sales operations.
Pros And Cons of OrderTaker
Pros
Enables fast, accurate order placement through mobile B2B ordering
Centralizes customer data for stronger account management and personalized sales
Provides real-time inventory and pricing visibility to prevent overselling and errors
Cons
Advanced reporting features may require a learning curve for new users
Customization options for catalogs may require setup time to maximize benefit
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Frequently Asked Questions
Does OrderTaker offer an API?
Yes, OrderTaker provides API access.
What other apps does OrderTaker integrate with?
The software integrates with third-party applications including Microsoft Dynamics SL, Hubspot Sales Hub, PayPal, Salesforce, Zoho Books, Xero Accounting Solution, Sage, and Shopify.
Who are the typical users of OrderTaker?
OrderTaker serves a wide range of industries and sectors, including food and beverages; apparel and accessories; health and beauty; electronics and toys; eyewear, and commercial equipment.
Does OrderTaker have a mobile app?
Yes, OrderTaker has a mobile app.
What types of pricing plans does OrderTaker offer?
OrderTaker pricing follows a tiered model, such as Economy for $55/user/month, Business at $80/user/month and Enterprise at $105/user/month. Request a custom OrderTaker price quotation.
What language does OrderTaker support?
OrderTaker primarily supports English language.
What level of support does OrderTaker offer?
OrderTaker provides support via phone, email, and contact form.