OrderTaker provides a leading mobile Order Management, Point-of-Sale, Customer Relationship Management, and Field Service solution in a single platform. By combining these capabilities with AI-driven recommendations and insights, OrderTaker helps businesses accelerate revenue growth while reducing operational overhead. More than 1,000 users across hundreds of businesses rely on OrderTaker to simplify complex sales workflows. The platform's AI capabilities help sales teams make smarter decisions about what to sell, when to sell it, and which customers to target—helping many businesses increase sales by 20–30% month over month. Through its integration with Fishbowl Inventory, OrderTaker gives sales representatives complete visibility into their business from their mobile device. Reps can access customer data, contacts, billing and shipping addresses, full product catalogs, real-time inventory levels, pricing, order history, invoice PDFs, tasks, alerts, and more—all from their phone or tablet. With OrderTaker, sales teams can focus on building customer relationships and closing deals instead of spending time on manual administrative tasks. Orders can be captured in minutes using intelligent AI suggestions, allowing teams to work faster whether they're in the office or in the field.
Benefits of Fishbowl's Integration with OrderTaker
The OrderTaker integration connects directly with Fishbowl to synchronize key operational data between your inventory system and your mobile sales platform. Product catalogs, inventory levels, pricing, and customer records from Fishbowl are made available inside OrderTaker so your sales team always works with accurate, up-to-date information.
When a sales representative creates an order in OrderTaker, the order details are automatically synchronized with Fishbowl. This eliminates the need for manual re-entry and ensures warehouse and accounting teams can immediately process and fulfill orders using the same system they already rely on.
OrderTaker also enhances the selling experience with AI-driven insights. The platform analyzes historical ordering behavior to recommend products, identify cross-sell opportunities, and suggest optimal reorder timing. These recommendations help sales reps increase order values while providing more personalized service to customers.
Because OrderTaker is designed for mobile use, it works seamlessly for both office-based and field sales teams. Reps can access customer records, create orders, view product catalogs, and track activity even when working offline. Once connectivity is restored, data automatically synchronizes with Fishbowl.
In addition to order management, the platform includes CRM tools, task management, scheduling, and field service capabilities. This creates a centralized hub for managing customer relationships, service visits, and sales activities alongside inventory and order data stored in Fishbowl.
Getting started with the OrderTaker and Fishbowl integration begins by connecting your Fishbowl inventory database to the OrderTaker platform. During implementation, OrderTaker’s team provides white-glove onboarding services to configure the integration, synchronize product catalogs, and set up user accounts for your sales teams.
Once connected, Fishbowl data such as items, inventory quantities, pricing, and customer information automatically becomes available within the OrderTaker mobile app. Sales representatives can immediately begin browsing products, reviewing customer order history, and creating new orders directly from their phone or tablet.
When a sales rep creates an order in OrderTaker, the order is transmitted back to Fishbowl where it becomes available for warehouse processing and fulfillment. This ensures the entire organization—from field sales to fulfillment teams—works from the same source of truth.
Managers can also use OrderTaker’s CRM and task management features to coordinate activities across teams. Sales leaders can assign tasks, monitor customer engagement timelines, and review performance insights generated from OrderTaker’s AI analytics.
Because the platform supports both online and offline workflows, sales reps can continue working in the field even without internet access. Orders and updates will automatically sync with Fishbowl once connectivity is restored.
Fishbowl Integrates with OrderTaker FAQs
OrderTaker is a mobile sales platform that combines order management, POS, CRM, and field service functionality into a single solution. The platform uses AI to provide sales recommendations and streamline ordering processes for field and inside sales teams.
OrderTaker connects with Fishbowl to synchronize inventory, product catalogs, pricing, customers, and orders. Sales orders created in OrderTaker are automatically transmitted to Fishbowl for processing and fulfillment.
Yes. Through OrderTaker, sales reps can access customer records, inventory levels, product catalogs, pricing, order history, and invoices directly from their phone or tablet.
Yes. Sales representatives can create orders and access key information even without internet connectivity. Data will automatically sync with Fishbowl once a connection is available.
OrderTaker offers white-glove implementation services to configure the integration with Fishbowl, onboard users, and ensure the system is optimized for your business workflows.
OrderTaker offers flexible pricing with both monthly and yearly subscription options. The platform focuses on providing affordable access to advanced POS, CRM, and AI-driven sales tools while offering customization options when needed.
