Last Updated

Overview

Recurrency lets distributors track inventory, forecast demand, and spot slow-moving products with ease. While it may miss some specialized packaging info, companies aiming to optimize margins, coordinate orders across locations, and base decisions on clear data will find it a dependable and practical solution.

Recurrency Specifications

  • Reporting and Analytics
  • Performance Tracking
  • Sales Forecasting
  • Customizable Dashboards

Recurrency Features

Sales Mission Control

This feature helps businesses manage their entire sales organization from one screen. Users can monitor company-wide sales trends, track gross margins, create custom reports by location or rep, and stay updated on quotes and orders, improving daily decision-making.

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Sales Explorer

Teams can use this tool to ensure no customer is overlooked. It identifies at-risk customers, allows targeted product pitching, compares location and rep performance, and saves reports for dashboard pinning or sharing, enhancing sales follow-ups and customer engagement.

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Inventory Reporting

This feature enables instant visibility into inventory performance. Businesses can track KPIs, detect potential issues early, and drill down across locations or product groups, providing actionable insights quickly without complex setup or training.

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Demand Forecasting

Businesses can leverage this tool to plan up to 18 months ahead with precise forecasts. It identifies demand patterns, allows scenario planning, and adjusts forecasts for market changes, helping teams make informed purchasing and inventory decisions.

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Demand Planning

This feature helps companies optimize stock levels and reduce excess inventory. Users benefit from dynamically calculated min/max levels, intelligent lead times, and simplified hub-and-spoke replenishment, ensuring smooth supply chain management and improved cash flow.

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Purchasing Automation

This tool enables businesses to generate optimized purchase orders automatically. It fills POs for maximum profit, ensures free freight targets, and balances purchasing versus transfers, saving time while maximizing inventory ROI.

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Pros And Cons of Recurrency

Pros

  • Suggest upsells by analyzing past purchases and seasonal trends

  • Track customer data and gross margin updates instantly

  • Quickly access customer history and tailored product tips

Cons

  • Item search does not always display all matching results

  • Product packaging information is insufficient for sales decisions

Recurrency Reviews

Total 3 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

CS

crystal s.

Small Business, 11-50 employees

5.0
October 2022

Reliable and very easy use

Pros

The system is very easy to use and I was able to navigate it without needing much help or any tutorials.

Cons

I honestly don't have any real complaints because it's a great program. The only thing I'd like to see improved is the item search since it would be better if it always showed all matching results.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

JK

Josh K.

Mid Market, 101-500 employees

5.0
October 2022

sales visibility really gets results

Pros

Using Recurrency in two different roles like first as an outside sales rep and now as a manager has really shown me how useful it is from both perspectives. When I was in the field it helped me review customer buying patterns and suggest additional sales opportunities based on purchase history and seasonality. Now in a management role I can keep a close eye on both my own accounts and my team's performance, while also spotting possible churn risks and recognizing strong sales results quickly.

Cons

It is an excellent ERP overall and the only real drawback I've noticed is that it's missing a few CRM features. That said their team has been very open to feedback and feature requests and they've been highly responsive about getting those items into the development pipeline.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

8

Functionality

8

DS

Dan S.

Mid Market, 101-500 employees

5.0
October 2022

All review tools in one

Pros

Everything needed to view and review information is already built into the system, which makes it very convenient to use.

Cons

Well I'd still like to see more detailed information about the product packaging.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Frequently Asked Questions

What types of pricing plans does Recurrency offer?

Recurrency price plans offer a free-forever Reporting plan, with Sales and Purchasing plans available in Standard and Enterprise tiers. Contact us to get a tailored Recurrency cost estimate.

What other apps does Recurrency integrate with?

Recurrency software integrates with platforms like SAP Business One, SAP S/4HANA, Oracle NetSuite, and Microsoft Dynamics 365.

Who are the typical users of Recurrency?

Recurrency features are designed for different businesses in the distribution sector. These include wholesale, industrial, pharmaceutical, food and beverage, and electrical supply sectors.

What language does Recurrency support?

It supports the English language.

What level of support does Recurrency offer?

It offers support through phone, email, and ticketing system.

Does Recurrency offer an API?

No, it does not offer an API.

Does Recurrency have a mobile app?

No, it does not offer a mobile app.