Anytime online access to valuable sales data. Select, search, and filter sales transactions by multiple criteria.

Three powerful search tools to meet your specific needs. Global search, advanced search, and detailed search tools.

Manage sales transactions directly from search views.

Export search views to Excel.

Eliminate time-consuming manual sales reports for real-time comprehensive reporting.

Powerful reporting capability -- select, search, compile and filter data for comprehensive customized reporting.

Table reports can easily be exported to Excel for further analysis.

Graphs and charts track real-time results and monitor trends.

Customize quotes, orders, invoices with your brand identity.

Channel-sales branded and co-branded communications allow independent sales affiliates to share a unified system while maintaining an independent corporate identity.

Personalize sales communications with signatures.

Import functionality easily updates data to include accounts, leads, opportunities, products and services.

Electronic Data Interchange (EDI) connections provides for intercompany data exchange.

Keep and maintain all supplier product catalogs in one spot. Product and service items from multiple suppliers are organized and managed online for use in quotes and orders across your entire sales organization.

Easily import and update products and pricing directly into catalogs.

Create and manage special pricing discounts and promotions at product or order levels. Promotions and discounts may be applied directly to quotes and orders automatically, or by promo code.

Policies, Warranties, and Contracts

Efficiently manage catalogs, order placement, and fulfillment for single or multi-line products.

When quotes convert, orders are sent to suppliers automatically and accurately. No double entry.

Orders with products from multiple suppliers are automatically separated, created, and sent to respective suppliers.

Grant suppliers access to view and update order fulfillment.*

Streamline and standardize your multi-channel sales operation in one unifed system.

Maintain standardized quote and order procedures across all sales channels by providing a centralized quote-to-cash system, with an intuitive interface, that is easily accessed by your entire multi-channel sales team.

Allow resellers to maintain their brand identity with reseller and co-branding quote template options.

Independent Channel Sales Payment Portals

Keep subscriptions organized. Renew contracts and get paid timely

Easily manage subscription status. Activate, suspend, and cancel subscriptions.

Use subscriptions to manage recurring contracts.

Offer monthly, quarterly or annual billing.

Get paid timely by automating recurring payments.

Payment notification may be sent automatically to customers.

Return and exchange requests may be initiated directly through order receipt or invoice.

Return approvals and supplier RMA notifications are streamlined and tracked by order and supplier.

Credits are calculated and tracked by order and account.

Add Users at anytime.

Define user access by creating user specific roles.

As your business needs change your system administrator can easily execute fast updates.

Add or change users, suppliers, and resellers in minutes.

Add and Update product catalogs.

Execute promotions and discounts.

Add automated workflows to your sales process.

Manage the approval workflow.

Schedule customer communications.

SalesStreamliner gives users anywhere access from any PC, Ipad or mobile device.

Sales Streamliner automates the sales tasks that happen between CRM and accounting. However, the SalesStreamliner API provides for integration with your other popular business software.