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Capturing customer orders with ease

Sales Portal is an easy to use and quick to deploy, web-based application that allows your field sales team to take orders while engaging with their customers. Sales Portal can be used on a smartphone or tablet, and works across the Internet. It’s the perfect solution to enable your sales team to not only maintain contact, but also continue to trade with their customers while observing the social distancing rules and other safety measures.

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Sales Portal
Gain insight into your business from anywhere  | Sales Portal

Gain insight into your business from anywhere

Sales Portal gives your outside sales representatives insider access to the information they need. Sales Portal will reduce calls back to the home office regarding item availability, product specifications, customer account contacts and addresses, as well as real-time status of your customers’ open orders or invoices.

  • Get real-time inventory positions and access item information including images, packaging and web links.
  • Retrieve customer sales, orders and other information directly through your smartphone or tablet.
  • Customer orders and invoices can be emailed directly from the phone.
Empower your sales force  | Sales Portal

Empower your sales force

Through Sales Portal, sales representatives have access to marketing programs and gives them the ability to submit special pricing requests for approval that seamlessly flow into your company’s promotional file.

  • Access customer phone numbers and email addresses that are in your business management system. View customer locations via Google Maps.
  • Email customer order and invoices straight from the app.
  • View top-level sales metrics, such as sales performance for the period to date, for the pervious 12 periods and the prior year comparison.

Integrates with


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