OrderTaker
OrderTaker is an application layer that sits above an ERP, bringing together order management, point of sale, CRM, B2B ecommerce, inventory consolidation and…
What OrderTaker is
OrderTaker is an application layer that sits above an ERP, bringing together order management, point of sale, CRM, B2B ecommerce, inventory consolidation and AI predictive recommendations. It is aimed at manufacturers, wholesale distributors and sales agencies. Mobile and desktop ordering tools present digital catalogs with product images, videos and details, alongside real-time account and credit information. Inventory features show stock across warehouses and bin locations and track batches and serial numbers. Buyers can order through a branded self-service B2B portal or mobile app, browsing customer pricing, promotions, stock availability and order history. The mobile-first platform supports offline use, including van sales workflows for inventory, returns, invoices, payment collection and proof of delivery. Integrations include services such as SAP, Sage, Microsoft Dynamics, Xero, QuickBooks and Shopify. There is no free plan.
Good
- Catalogs include images, videos and product details
- Inventory spans warehouses, bins, batches and serial numbers
- Buyers can use branded ecommerce portals or mobile apps
- Offline mobile workflows include van sales and payment collection
- Integrations include QuickBooks, SAP and Microsoft Dynamics
Watch out
- No free plan is listed
- Enterprise costs $100 a month billed annually
Who it suits
OrderTaker suits manufacturers, wholesale distributors and sales agencies that need ERP-connected ordering, inventory and customer tools. Its offline mobile functions may suit sales teams working away from a connection.
Verdict
OrderTaker combines ERP-connected sales functions with buyer ordering and inventory tools across web and mobile. Compare the annual plan features and costs with the workflows your team needs.
Plans and prices
From OrderTaker's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Economy | $50 a month | 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 · Annually |
| Business | $75 a month | All Economy features · CRM with calendar, deal pipeline and task management · analytics and custom reporting · trade promotions · API integrations/migrations · Annually |
| Enterprise | $100 a month | All Economy and Business features · unlimited support · route tracking and planning · back-order management · workflow approvals · large scale customizations · white labeling · Annually |
The facts
Each one read from OrderTaker's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 30 Sep 2026
- Integrations
- The integration page lists SAP, Sage, Microsoft Dynamics, Xero, Epicor, SYSPRO, QuickBooks, Shopify, Magento, WooCommerce, Square and other services.checked 30 Sep 2026
- Inventory
- Inventory features include stock visibility, tracking across multiple warehouses and bin locations, and batch and serial number traceability.checked 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.checked 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.checked 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.checked 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.checked 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.checked 30 Sep 2026
- Security
- The maker says configurable user permissions control access to data such as company financials and pricing.checked 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.checked 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.checked 30 Sep 2026
- Target customers
- The company says it serves manufacturers, wholesale distributors and sales agencies.checked 30 Sep 2026
The company
- Headquarters
- Toronto, Ontario, Canadachecked 28 Sep 2026
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