Orderstep
Orderstep is a sales automation platform designed to streamline quoting, invoicing, and customer interactions for businesses across various industries.
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Description
Orderstep is an innovative platform that addresses the challenges of sales processes in B2B and service industries by offering a comprehensive suite of features. The platform efficiently manages tasks related to quoting, invoicing, and follow-ups, ultimately enhancing productivity and customer satisfaction.
Key functionalities of Orderstep include:
1. Branded PDF Quotes - Users can create customized, professional PDF quotes that align with their brand identity.
2. Follow-ups & TODOs - Automated reminders ensure that no important follow-up tasks are missed, helping to maintain strong customer engagement.
3. B2B Webshop - This feature provides a seamless online ordering experience for customers, reducing the need for manual data entry and enabling easy access to product ranges.
4. Recurring Subscriptions - Businesses can automate their invoicing and manage recurring billing through integrated payment solutions.
5. Automation - Orderstep streamlines the dispatch process by automating quotes and order management, reducing manual workload.
6. Customer Portal - Customers have access to a user-friendly portal where they can track their orders and manage their quotes.
7. Integrations - The platform can connect with various systems, enhancing overall efficiency and minimizing manual tasks.
Orderstep is designed to support businesses in improving order tracking, managing invoicing processes, and effectively following up with customers. By adopting Orderstep, users can expect to see increased efficiency in their sales operations, leading to greater control and better customer relationships.
Features
Branded PDF Quotes
Create professional-looking PDFs that reflect your brand.
Follow-ups & TODOs
Automate reminders for follow-ups, ensuring you never miss important tasks.
B2B Webshop
A platform designed for easy online ordering, eliminating manual entry and allowing customers to browse your full product range.
Recurring Subscriptions
Automate invoicing and recurring billing through integrated payment gateways.
Automation
Streamline workflows by automating the dispatch of quotes and orders.
Customer Portal
A user-friendly space for customers to track orders and manage quotes.
Integrations
Connect with various systems to enhance efficiency and reduce manual tasks.
Tags
Documentation & Support
- Documentation
- Online Support
- Updates