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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our Companion®, Route software provides unparalleled advantages to optimize your delivery processes. The mobile user can quickly and efficiently enter quantities to be invoiced by product or customer using predefined billing, order, and return screens. The mobile user can be asked a series questions and taken photos. The office reports will allow you to view the responses and photos. A customer can view sales and return statistics for the week prior by product. It is possible to quickly view statistics such sales, returns, percentage of return in dollars or units, by customer and by product. This allows for more informed decision-making. All information is stored in a secure vault in the cloud to which the handheld connects. The delivery person can only see the type of card and the last four digits for security reasons.

Description

When preparing for appointments, presenting products, obtaining orders, managing activities, and engaging with clients, various tools can enhance efficiency. By optimizing sales time and reducing order management costs, businesses can improve their operations significantly. Additionally, providing better guidance for sales teams and lowering the ownership costs of field IT can lead to increased productivity. Users can access a comprehensive list of all active product references, including the latest items and promotions. They can easily complete orders, adjust quantities, prices, and discounts, and ensure client signatures are obtained. Furthermore, it allows for the generation of visit reports while synchronizing data back to headquarters. The catalog features a multi-tree structure that includes detailed item lists with photos, videos, specifications, packaging, pricing, stock availability, and related products. This system operates in offline mode and has an "invisible" online functionality using either 4G or Wi-Fi. It also ensures thorough bidirectional data synchronization for seamless operation. The platform helps optimize activity monitoring, producing reports directly through izOrder, and it integrates natively with email clients for enhanced communication. This comprehensive approach fosters a more organized and effective sales process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3

Integrations

Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CIS Group

Founded

1977

Country

Canada

Website

www.cis-group.com/en/suites-en/cis-companion-route/

Vendor Details

Company Name

ADSI-Group

Founded

2005

Country

France

Website

www.adsi-group.com

Product Features

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Food Service Distribution

Costing
Customer Management
Import / Export Management
Inventory Management
Lot Tracking
Order Management
Picking & Routing
Purchasing
Quotes / Estimates
Traceability
Vendor Management
Warehouse Management

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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