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OrderTaker
Toronto, Ontario, Canada
What it is
OrderTaker adds order and sales tools on top of an ERP for manufacturers, wholesale distributors and sales agencies. It combines order management, point of sale, CRM, B2B ecommerce, inventory consolidation and AI predictive recommendations. Mobile and desktop ordering supports digital catalogs with images, videos and product details, alongside real-time account and credit information. Inventory tools cover stock across warehouses and bin locations, with batch and serial number tracking. Buyers can use a branded portal or mobile app to view customer pricing, promotions, stock availability and order history. The mobile platform supports offline use, including van sales tasks such as tracking inventory, handling returns, issuing invoices, collecting payments and recording proof of delivery. OrderTaker also offers a native Android, iOS or iPad CRM that works offline. Plans are paid, with Economy at $50 a month billed annually, Business at $75 a month billed annually, and Enterprise at $100 a month billed annually. The service is available on Android, iOS and the web.
For and against
For
- Offline mobile ordering and van sales workflows.
- Tracks stock across warehouses and bin locations.
- Branded buyer portal and mobile app.
- Live phone and chat support across plans.
Against
- No free plan is listed.
- Annual plans start at $50/user/mo.
- Personal onboarding is listed only for Business and Enterprise.
The verdict
OrderTaker combines ERP-connected sales operations with buyer ordering and offline mobile workflows. Compare the annual plan tiers to check which CRM, reporting, support and route tools are included.
Who it suits
It suits manufacturers, distributors and sales agencies that need ordering, CRM and inventory tools connected to an ERP. Offline van sales and buyer-facing ordering may also suit teams serving customers in the field or through a branded portal.
Plans and prices
Economy
iOS/Android/tablet/iPad compatible CRM and ordering app · unlimited sales orders, purchase orders, customers, companies, locations, contacts, deals, credit information · CSV import/export · QuickBooks Desktop/Online integration
Read 30 Sep 2026 · ordertaker.us
Business
All Economy features · CRM with calendar, deal pipeline and task management · analytics and custom reporting · trade promotions
Read 30 Sep 2026 · ordertaker.us
Enterprise
All Economy and Business features · unlimited support · route tracking and planning · back-order management
Read 30 Sep 2026 · ordertaker.us
On the record
- Buyer ecommerce
- Buyers can use a branded self-service B2B ecommerce portal or mobile app to browse catalogs, customer pricing, promotions, stock availability and order history.ordertaker.us · read 30 Sep 2026
- Implementation
- The pricing FAQ says each implementation includes professional services and implementation assistance to tailor integrations with back-office accounting systems and CRMs.ordertaker.us · read 30 Sep 2026
- Integrations
- The integration page lists SAP, Sage, Microsoft Dynamics, Xero, Epicor, SYSPRO, QuickBooks, Shopify, Magento, WooCommerce, Square and other services.ordertaker.us · read 30 Sep 2026
- Inventory
- Inventory features include stock visibility, tracking across multiple warehouses and bin locations, and batch and serial number traceability.ordertaker.us · read 30 Sep 2026
- Mobile CRM
- The maker says its wholesaler mobile CRM is available as native Android, iOS or iPad apps and can be used offline.ordertaker.us · read 30 Sep 2026
- Offline field sales
- The route accounting solution supports offline van sales workflows including inventory tracking, returns, invoices, payment collection and proof of delivery.ordertaker.us · read 30 Sep 2026
- Offline use
- The maker says its mobile-first platform can operate offline, and the pricing comparison lists a fully offline mobile app in all tiers.ordertaker.us · read 30 Sep 2026
- Ordering
- The mobile and desktop ordering tools support digital catalogs with images, videos and product details, plus real-time account and credit information.ordertaker.us · read 30 Sep 2026
- Product
- OrderTaker describes itself as an application layer that sits atop an ERP and provides order management, POS, CRM, B2B ecommerce, inventory consolidation and AI predictive recommendations.ordertaker.us · read 30 Sep 2026
- Security
- The maker says configurable user permissions control access to data such as company financials and pricing.ordertaker.us · read 30 Sep 2026
- Support
- The pricing comparison lists live phone and chat support for all plans, personal onboarding for Business and Enterprise, and premium support for Enterprise.ordertaker.us · read 30 Sep 2026
- Support response
- The pricing FAQ says support aims to address and respond to issues within 24 hours and includes hands-on application training.ordertaker.us · read 30 Sep 2026
- Target customers
- The company says it serves manufacturers, wholesale distributors and sales agencies.ordertaker.us · read 30 Sep 2026
