Get out of your accounting software and into our visual data reporting and forecasting tools.
Generate unlimited forecasts for the business and individual sales reps. Track progress against those forecasts across a range of key metrics including sales, percentage of customers buying vs. not buying, average customer order, and average distribution level.
Trend reporting by sales rep, product, and customer clearly indicates where things are headed.
We deliver a beautiful mobile and desktop interface that your sales team is going to love using day-to-day. Our native Android and iOS apps sync all your data in real-time to ensure that everyone is kept in the loop on order status, inventory levels, and what everyone is up to.
Track account visits, log expenses, and place orders on the fly.
Have all your account’s ordering history at your fingertips so that when you sit down at the bar to chat you’re armed with the information you need to make a sale.
Inventory numbers at your fingertips so you can avoid that awkward “Sorry that’s out of stock” conversation that everybody dreads.
Not all customers are created equal. With OrderEZ you can categorise and tag by priority, assign sales reps, set unique pricing and payment terms, and track all activity in one place.
Easily access key customer metrics: total lifetime spend, average order size, most ordered products and frequency of orders.
There's nothing more frustrating, to your sales reps or your customers, than outselling your inventory. Keep everyone on the same page with straightforward inventory tracking.
OrderEZ puts inventory levels in the hands of everyone on the team so there's never a question of what's left in stock.
Expense reporting is a breeze with our mobile app that captures receipts and tracks expense by sales rep and by customer so you can track your return on investment and know who it pays to visit.Your expenses get automatically pushed into the accounting software so once you’ve logged the expense, you’re done!
Our Reports will show you trend data by product, average sales price, return on investment of account visits, and so much more.