Maximize marketing ROI by getting lead directly to sales reps within minutes, not hours or days

Don’t let sales leads fall through the cracks. As leads come in, assign them directly to sales representatives or channel sales for faster response.

Track lead status and days open -- Leads convert directly to quotes or orders with a “click”, allowing you to track lead follow through and ROI.

Channel Sales maintains the brand identity with custom branding and co-branding.

Make a winning first impression with professional sales quotes.

Easily send quotes on-demand in minutes, not hours. From anywhere.

Empower customers with our proprietary "BuyNow" button to automatically process payments and send orders immediately to suppliers for fulfillment.

Channel Sales maintains the brand identity with custom branding and co-branding.

Invoices are created and automatically sent to customers.

No need to manually create invoices. Invoices are automatically generated and sent when orders are processed, getting you paid faster.

Accept all credit cards and bank transfers, right from the invoice.

Track invoice status, send payment reminders and match payments to invoices automatically.

API integration with popular accounting systems is an option.

However your customers like to pay, SalesStreamliner can manage it.

BuyNow and PayNow get you paid NOW. Your customers make payment directly from the quote or invoice.

Process credit cards, bank transfers, upload purchase orders, even manage extended credit lines.

Channel Sales Payment Portals

Orders are automatically sent to one or multiple suppliers and payment is automatically processed when quotes are accepted. Gone is the need to manually process payments or create supplier orders.

Multi-line orders are not a problem! SalesStreamliner separates and sends orders to each supplier automatically. Fulfillment can be tracked by the supplier or by order. Allow suppliers to secure, online access to update order fulfillment.

SalesStreamliner will keep you informed when orders are shipped or service is fulfilled. The customer, sales department, and supplier are updated with communication and order status. Allow your Supplier Premium Affiliates secure access to your centralized

Returns and Exchanges

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

SimplySearch sales transactions in real-time.

Run comprehensive sales reports for details.

Always know what has been sold, how much has been paid, and how much is owed.

Track your orders and payments by the minute, by the hour, by day, by week, by month… Always know what's been sold and what's been paid.

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

Easily manage sales administration for approvals, fulfillment, and reconciliations.

Sales Dashboard

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.

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

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.

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.

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.

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

Private Catalogs

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.

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.

Maximize marketing ROI by getting lead directly to sales reps within minutes, not hours or days

Don’t let sales leads fall through the cracks. As leads come in, assign them directly to sales representatives or channel sales for faster response.

Track lead status and days open -- Leads convert directly to quotes or orders with a “click”, allowing you to track lead follow through and ROI.

Channel Sales maintains the brand identity with custom branding and co-branding.

Make a winning first impression with professional sales quotes.

Easily send quotes on-demand in minutes, not hours. From anywhere.

Empower customers with our proprietary "BuyNow" button to automatically process payments and send orders immediately to suppliers for fulfillment.

Channel Sales maintains the brand identity with custom branding and co-branding.

Invoices are created and automatically sent to customers.

No need to manually create invoices. Invoices are automatically generated and sent when orders are processed, getting you paid faster.

Accept all credit cards and bank transfers, right from the invoice.

Track invoice status, send payment reminders and match payments to invoices automatically.

API integration with popular accounting systems is an option.

However your customers like to pay, SalesStreamliner can manage it.

BuyNow and PayNow get you paid NOW. Your customers make payment directly from the quote or invoice.

Process credit cards, bank transfers, upload purchase orders, even manage extended credit lines.

Channel Sales Payment Portals

Orders are automatically sent to one or multiple suppliers and payment is automatically processed when quotes are accepted. Gone is the need to manually process payments or create supplier orders.

Multi-line orders are not a problem! SalesStreamliner separates and sends orders to each supplier automatically. Fulfillment can be tracked by the supplier or by order. Allow suppliers to secure, online access to update order fulfillment.

SalesStreamliner will keep you informed when orders are shipped or service is fulfilled. The customer, sales department, and supplier are updated with communication and order status. Allow your Supplier Premium Affiliates secure access to your centralized

Returns and Exchanges

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

SimplySearch sales transactions in real-time.

Run comprehensive sales reports for details.

Always know what has been sold, how much has been paid, and how much is owed.

Track your orders and payments by the minute, by the hour, by day, by week, by month… Always know what's been sold and what's been paid.

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

Easily manage sales administration for approvals, fulfillment, and reconciliations.

Sales Dashboard

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.

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

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.

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.

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

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

Private Catalogs

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.

Maximize marketing ROI by getting lead directly to sales reps within minutes, not hours or days

Don’t let sales leads fall through the cracks. As leads come in, assign them directly to sales representatives or channel sales for faster response.

Track lead status and days open -- Leads convert directly to quotes or orders with a “click”, allowing you to track lead follow through and ROI.

Channel Sales maintains the brand identity with custom branding and co-branding.

Make a winning first impression with professional sales quotes.

Easily send quotes on-demand in minutes, not hours. From anywhere.

Empower customers with our proprietary "BuyNow" button to automatically process payments and send orders immediately to suppliers for fulfillment.

Channel Sales maintains the brand identity with custom branding and co-branding.

Invoices are created and automatically sent to customers.

No need to manually create invoices. Invoices are automatically generated and sent when orders are processed, getting you paid faster.

Accept all credit cards and bank transfers, right from the invoice.

Track invoice status, send payment reminders and match payments to invoices automatically.

API integration with popular accounting systems is an option.

However your customers like to pay, SalesStreamliner can manage it.

BuyNow and PayNow get you paid NOW. Your customers make payment directly from the quote or invoice.

Process credit cards, bank transfers, upload purchase orders, even manage extended credit lines.

Channel Sales Payment Portals

Orders are automatically sent to one or multiple suppliers and payment is automatically processed when quotes are accepted. Gone is the need to manually process payments or create supplier orders.

Multi-line orders are not a problem! SalesStreamliner separates and sends orders to each supplier automatically. Fulfillment can be tracked by the supplier or by order. Allow suppliers to secure, online access to update order fulfillment.

SalesStreamliner will keep you informed when orders are shipped or service is fulfilled. The customer, sales department, and supplier are updated with communication and order status. Allow your Supplier Premium Affiliates secure access to your centralized

Returns and Exchanges

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

SimplySearch sales transactions in real-time.

Run comprehensive sales reports for details.

Always know what has been sold, how much has been paid, and how much is owed.

Track your orders and payments by the minute, by the hour, by day, by week, by month… Always know what's been sold and what's been paid.

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

Easily manage sales administration for approvals, fulfillment, and reconciliations.

Sales Dashboard

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.

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

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.

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.

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

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

Private Catalogs

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.

Maximize marketing ROI by getting lead directly to sales reps within minutes, not hours or days

Don’t let sales leads fall through the cracks. As leads come in, assign them directly to sales representatives or channel sales for faster response.

Track lead status and days open -- Leads convert directly to quotes or orders with a “click”, allowing you to track lead follow through and ROI.

Channel Sales maintains the brand identity with custom branding and co-branding.

Make a winning first impression with professional sales quotes.

Easily send quotes on-demand in minutes, not hours. From anywhere.

Empower customers with our proprietary "BuyNow" button to automatically process payments and send orders immediately to suppliers for fulfillment.

Channel Sales maintains the brand identity with custom branding and co-branding.

Invoices are created and automatically sent to customers.

No need to manually create invoices. Invoices are automatically generated and sent when orders are processed, getting you paid faster.

Accept all credit cards and bank transfers, right from the invoice.

Track invoice status, send payment reminders and match payments to invoices automatically.

API integration with popular accounting systems is an option.

However your customers like to pay, SalesStreamliner can manage it.

BuyNow and PayNow get you paid NOW. Your customers make payment directly from the quote or invoice.

Process credit cards, bank transfers, upload purchase orders, even manage extended credit lines.

Channel Sales Payment Portals

Orders are automatically sent to one or multiple suppliers and payment is automatically processed when quotes are accepted. Gone is the need to manually process payments or create supplier orders.

Multi-line orders are not a problem! SalesStreamliner separates and sends orders to each supplier automatically. Fulfillment can be tracked by the supplier or by order. Allow suppliers to secure, online access to update order fulfillment.

SalesStreamliner will keep you informed when orders are shipped or service is fulfilled. The customer, sales department, and supplier are updated with communication and order status. Allow your Supplier Premium Affiliates secure access to your centralized

Returns and Exchanges

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

SimplySearch sales transactions in real-time.

Run comprehensive sales reports for details.

Always know what has been sold, how much has been paid, and how much is owed.

Track your orders and payments by the minute, by the hour, by day, by week, by month… Always know what's been sold and what's been paid.

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

Easily manage sales administration for approvals, fulfillment, and reconciliations.

Sales Dashboard

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.

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

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.

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.

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

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

Private Catalogs

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.

Maximize marketing ROI by getting lead directly to sales reps within minutes, not hours or days

Don’t let sales leads fall through the cracks. As leads come in, assign them directly to sales representatives or channel sales for faster response.

Track lead status and days open -- Leads convert directly to quotes or orders with a “click”, allowing you to track lead follow through and ROI.

Channel Sales maintains the brand identity with custom branding and co-branding.

Make a winning first impression with professional sales quotes.

Easily send quotes on-demand in minutes, not hours. From anywhere.

Empower customers with our proprietary "BuyNow" button to automatically process payments and send orders immediately to suppliers for fulfillment.

Channel Sales maintains the brand identity with custom branding and co-branding.

Invoices are created and automatically sent to customers.

No need to manually create invoices. Invoices are automatically generated and sent when orders are processed, getting you paid faster.

Accept all credit cards and bank transfers, right from the invoice.

Track invoice status, send payment reminders and match payments to invoices automatically.

API integration with popular accounting systems is an option.

However your customers like to pay, SalesStreamliner can manage it.

BuyNow and PayNow get you paid NOW. Your customers make payment directly from the quote or invoice.

Process credit cards, bank transfers, upload purchase orders, even manage extended credit lines.

Channel Sales Payment Portals

Orders are automatically sent to one or multiple suppliers and payment is automatically processed when quotes are accepted. Gone is the need to manually process payments or create supplier orders.

Multi-line orders are not a problem! SalesStreamliner separates and sends orders to each supplier automatically. Fulfillment can be tracked by the supplier or by order. Allow suppliers to secure, online access to update order fulfillment.

SalesStreamliner will keep you informed when orders are shipped or service is fulfilled. The customer, sales department, and supplier are updated with communication and order status. Allow your Supplier Premium Affiliates secure access to your centralized

Returns and Exchanges

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

SimplySearch sales transactions in real-time.

Run comprehensive sales reports for details.

Always know what has been sold, how much has been paid, and how much is owed.

Track your orders and payments by the minute, by the hour, by day, by week, by month… Always know what's been sold and what's been paid.

Watch your sales opportunities move through the pipeline. Know exactly how many leads, quotes, and orders are in the funnel, pending and sold.

Easily manage sales administration for approvals, fulfillment, and reconciliations.

Sales Dashboard

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.

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

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.

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.

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

Resellers have the option to accept payments directly through their own payment portal. Keep payments separate while utilizing a centralized sales system for all channels.

Private Catalogs

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.