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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Processing orders can be an arduous task that is often fraught with inefficiencies, errors, and considerable frustration. Workist is here to change that dynamic. By translating B2B transactions, it facilitates seamless integration and the automated exchange of information among business customers, distributors, and suppliers. With unmatched document comprehension capabilities, Workist leverages insights gained from over one million documents that have been processed successfully. This exceptional foundation allows us to achieve automation rates that were once thought impossible, significantly cutting down both the cost and time needed for job entry. To get started, simply send your incoming order documents to Workist. It is equipped to handle a wide range of formats, including PDFs, Excel files, and plain-text emails. Additionally, Workist cross-verifies the information from documents against your master data to ensure the accuracy of the extracted information, enhancing reliability in your operations. This level of automation transforms the order processing landscape, making it not only more efficient but also much more user-friendly.

Description

Boost your sales by enhancing the efficiency of your order management and expediting how products are showcased. Our web-based platform allows seamless oversight of customers, products, and orders, with customizable filters tailored for each sales representative. Additionally, our nVision Mobile app for iPad offers flexibility for use anytime and anywhere, even without an internet connection. We provide support for various file formats including XLS, CSV, and XML, and offer integrations with partners such as Microsoft and QuickBooks. Handling your data is straightforward on our open platform, allowing you to easily import and export information about customers, products, and orders. Product information like inventory levels, pricing, and images are consistently updated, and you can introduce new items daily. Products can be showcased quickly and effectively, organized by attributes like color, size, and model number for enhanced visibility. Each customer profile includes a comprehensive history of orders and visits, providing valuable insights before customer meetings. Furthermore, you can utilize the app's camera feature to upload images of store displays or damaged items, facilitating better communication and record-keeping. This all-encompassing approach ensures that your sales team is always equipped with the latest information and tools to succeed.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Excel No 
QuickBooks Online No 
Stripe No 

Integrations

Microsoft 365 Yes 
Microsoft Excel Yes 
QuickBooks Online Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Workist

Founded

2019

Country

Germany

Website

www.workist.com/en

Vendor Details

Company Name

nSales

Country

Denmark

Website

nvisionmobile.com

Product Features

Data Entry

Abbreviation Detection No 
Data Capture and Transfer No 
Data Cleansing No 
Data Entry Verification No 
Data Search Flexibility No 
Duplicate Detection No 
Flexible Search No 
Image Entry No 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Electronic Data Capture

Audit Trail No 
CRF Tracking No 
Data Entry No 
Data Verification No 
Distributed Capture No 
Document Imaging No 
Document Indexing No 
Forms Management No 
Remote Capture No 
Study Management No 

Order Entry

Back Order Management No 
Customer Database No 
Inventory Management No 
Order Fulfillment No 
Order Management No 
Real Time Order Entry No 
Remote Order Entry No 
Shipping Management No 
Warehouse Management No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Order Entry

Back Order Management No 
Customer Database Yes 
Inventory Management No 
Order Fulfillment No 
Order Management Yes 
Real Time Order Entry Yes 
Remote Order Entry Yes 
Shipping Management No 
Warehouse Management No 

Order Management

Back Order Management Yes 
Catalog Management No 
Inventory Management No 
Order Entry Yes 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management Yes 

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