Simple, powerful, affordable Channel Partner Portal solutions that make your business life easier.
Choose the plan that is right for your business.
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | ||||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
MOBILITYThe ultimate in flexibility.
| ||||
API INTEGRATION*** | ||||
INTEGRATIONSalesStreamliner stands alone.
|
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | ||||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
MOBILITYThe ultimate in flexibility.
| ||||
API INTEGRATION*** | ||||
INTEGRATIONSalesStreamliner stands alone.
|
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
| ||||
Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
| ||||
Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
| ||||
Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
| ||||
Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
| ||||
Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
| ||||
Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
| ||||
Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
| ||||
Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
| ||||
Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
| ||||
Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
| ||||
Automate workflows | ||||
WORKFLOWSAutomate Workflows
| ||||
Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
| ||||
Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
| ||||
Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
| ||||
Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
| ||||
Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
| ||||
Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
| ||||
Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
---|
Set-up Fee | $695 | $1695 | Custom | $295 |
---|
Select a planGuaranteed ROI or money back *Click the arrows below for details. | StreamLinerPRO $49user/mos | StreamLinerPremium $79user/mos | StreamLinerExecutive Calluser/mos | CPQuote $29user/mos |
---|---|---|---|---|
Assign and track leads | ||||
LEADSTake Control Of Your Lead
Assign Leads and Track
Convert Leads to Quotes or Orders
Branding & Co-Branding
| ||||
Configure and send quotes | ||||
QUOTESPrepare & Send Quotes in Minutes
Customers "Buy Now" with a Click
Branding & Co-Branding
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Auto-generate and send invoices | ||||
INVOICESGenerate and Send Invoices Automatically.
No double entry.
Get paid faster with PayNow.
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Collect faster with BuyNow and PayNow buttons | ||||
PAYMENTHassle-Free Payment Collection
Customers Pay with a Click
Accept All Payments with Ease
Channel Sales Payment Portals
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Auto-generate and send orders to suppliers | ||||
ORDERSGet Orders Directly to Suppliers
Multi-line Orders
Order Fulfillment
Returns and Exchanges
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Track sales pipeline status in real-time | ||||
SALES PIPELINETrack Sales Pipeline in Real-time
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Track sales results in real-time | ||||
SALES RESULTSTrack Sales Orders and Payments in Real-time
Watch Activity
Manage Sales
Sales Dashboard
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Search data with inline management & export to Excel. | ||||
SEARCH DATAPowerSearch Views
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Run comprehensive reports | Basic | |||
REPORTSComprehensive Reports.
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Run comprehensive reports | ||||
BRANDINGBranding and Co-branding
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Manage product catalogs, includes policies | ||||
CATALOGSMultiple Product Catalogs
Catalog Import
Discounts and Promotions
Policies, Warranties, and Contracts
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Self-administer system functions | Limited | |||
SYSTEM ADMINISTRATIONGenerate and Send Invoices Automatically.
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Automate workflows | ||||
WORKFLOWSAutomate Workflows
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Manage Returns and Exchanges | ||||
RMAReturns and Exchanges
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Manage multiple supplier affiliates * | Limit One | Unlimited | Unlimited | Limit One |
SUPPLIERSSingle and Multi-line Sales Operations
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Manage channel sales affiliates** | Affiliate Plus** | |||
CHANNEL SALESMulti-Channel Sales Operations
Standardize Orders and Quotes
Branding and Co-Branding
Independent Channel Sales Payment Portals
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Additional features | ||||
CHANNEL SALES +Independent Channel Sales Payment Portals
Private Catalogs
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Manage subscriptions | ||||
SUBSCRIPTIONSSubscription Management
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Run recurring payments | ||||
RECURRING PAYMENTRecurring Payments
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Mobile Ready | ||||
API INTEGRATION*** |
Monthly Tenant Fee | $499/mos, includes 5 users. | $899/mos, includes 10 users. | $1299/mos, includes 10 users. | $129/mos, includes 3 users |
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Set-up Fee | $695 | $1695 | Custom | $295 |
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Need assistance? Go to Contact Sales
All lead-to-cash SaaS plans include system set-up, end-user training and technical support.
System Set-up
We get you set-up for success. On-boarding includes account set-up, end-user training and technical support.
End-user Training
End-user training is essential to the success of your SalesStreamliner implementation. A comprehensive two-hour custom training session for your team is included with each subscription.
Technical Support
Standard technical support is provided with all Sales Streamliner subscriptions.
Success Service you can rely on.
Our highly skilled network engineers ensure that your database is secure, maintained, and available 24/7.
Convenient
Gain complete control of your sales operation from any computer, anytime, from anywhere!
It’s simple
1) Sign Up
2) Set Up
3) Go
User Friendly
SalesStreamliner Software is easy to access and easy to use.
Access your SalesStreamliner for any computer, iPad or mobile device.
Reliable
Server availability 24/7 99.9% uptime.
High speed connectivity
Affordable
Manage your complete sales operation worry free and with ease for under $2 per day/user.
Secure
Secure network infrastructure.
SOC3 compliant data center.
Security monitoring 24/7.
Back-up Assurance of your SalesStreamliner db nightly.
Frequently asked questions
The SalesStreamliner is a sales machine – less labor and more sales. SalesStreamliner sales automation and real-time pipeline reporting will save you and your team valuable time to sell more. Plus, it provides the technology infrastructure to easily expand your business by adding and connecting more sellers and suppliers, if you choose. Potential ROI 100X, more organized, better communication and less stress.
SalesStreamliner a stand-alone sales platform designed for sellers. It automates the sales tasks that happen between CRM and ERP/Accounting. As an option, API integration with your current CRM and/or accounting system is available.
If you are a high-volume sales professional, value your time and would like to grow your business – generate > 12 sales transactions (quotes/orders) per month/rep > $100 each, then SalesStreamliner is a score.
Satisfaction is guaranteed.
SalesStreamliner is uniquely a comprehensive stand-alone platform. However, the SalesStreamliner API is available to easily integrate with most business software applications. EDI connection with distribution platforms is also available.
We charge an affordable flat monthly fee. Sales Streamliner subscription pricing depends on your number of users and your functional requirements. Contact sales to discuss a solution to meet your specific business needs. SalesStreamling potential ROI 100X. Get your SalesStreamliner ROI assessment.
A long-term contract is not required. For your convenience, you may choose to pay annually or quarterly. We guarantee that you will be thrilled with your SalesStreamliner service, but we understand that business needs may change. Customers have the flexibility to change or cancel service at anytime.*
Satisfaction is guaranteed.
Depending how quickly we receive your product and user information, but typically two weeks.
SalesStreamliner is designed and built for sales reps. It is intuitive to learn and easy to use. End-users are trained in under two hours.
No, SalesStreamliner is a stand-alone platform that does not require integration and will not interrupt your current operation. Your system will be setup and users can start using it anytime.
Your SalesStreamliner database will be stored and managed in a critically secured and redundant commercial network environment, located in the USA. SalesStreamliner network infrastructure and security meets and exceeds the highest industry standards. You can rest easy knowing that your sales data is intensely secured and maintained.
We understand how business-critical it is to have reliable access to your sales data. We guarantee that access to your SalesStreamliner system will be available 99.8% of the time, excluding scheduled or emergency maintenance.
Satisfaction is guaranteed.
Yes. Choose the functionality that meets the needs of your business. You can expand functionality if you need anytime.
No problem. Orders may be submitted directly through SalesStreamliner for easy processing and management.
No problem. Approval processes are defined using SalesStreamliner workflows.
We support several pricing methods, to include fixed, tiered, volume, % markup, bundled, custom.
It’s simple. Administrative users may update products and pricing directly or by importing routine updates using the SalesStreamliner product import function. API/EDI connection direct to suppliers is an option.
Yes, you can access and execute sales transactions from any PC, iPad or mobile device.