Features

Benefits

One familiar User Interface

With Outlook as the focal point for all user activity, users feel more comfortable than with separate systems.

No need to hop between multiple systems - makes CRM easier to implement in your business.

Full CRM with TAS Integration

Provides easy to use CRM & Contact Management with direct access and drill-downs to TAS, giving a single coherent view across your business.

Improve customer service by having order history and payment records at your fingertips before you call.

Automated Email Filing

Links incoming and outgoing e-mails to Companies, Contacts, Users and Opportunities, giving instant visibility to all relevant correspondence.

Instant tracking and audit trail of customer and supplier communications.

Personalised Dashboard

Displays your vital business metrics with Sales, Marketing, Operations and Finance KPI's, plus alerts for remedial action and ability to customise for each user.

Helps you to make faster, more informed business decisions and alerts you when you need to take action.

Advanced Sales Processing

Lets you see and manage the Sales Pipeline, including Customer setup/enquiries, with TAS Quotations, Proformas and Invoicing with 'Print & Post'.

Drive bottom line results and improve customer relationships at the same time.

Full Stock & Product Control

Gives you the ability to process Stock movements and see availability at multiple warehouses. Lets you handle Product Pricing efficiently.

Improved order management and reduced inventory costs.

Data Migration Tools

Transfer your existing data and set it up in OrderBooks as rapidly and painlessly as possible.

Get up and running quickly with OrderBooks powerful business tools.

Learn at a glance how our features & benefits stack up against
other systems on our Feature Comparison page.