OrderTaker

OrderTaker

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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

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.

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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.

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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.

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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.

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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.

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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.