Best Sales Rep Order Entry Software for Upselling

Manual order entry slows down your sales team, creates data silos, and increases the risk of mistakes from wrong quantities to delayed shipments. Over time, those errors ripple through your supply chain, affecting inventory levels, customer orders, and delivery timelines. That’s lost revenue, frustrated buyers, and a clogged sales cycle.

The best sales rep order entry software replaces these manual tasks with a fast order entry system that captures orders in real time, syncs data across sales channels, and connects directly with your CRM, ERP system, and inventory control tools. Instead of chasing paperwork, your team can focus on selling, upselling, and building stronger customer relationships.

In this guide, we’ll break down the best sales rep order entry software, what features matter most, and how the right order management system can improve order accuracy, streamline your sales process, and strengthen your entire supply chain management workflow

What is sales rep order entry software?

Sales rep order entry software is a digital system that enables field sales teams to place orders quickly and accurately without relying on paperwork or back-office support. Instead of writing down quantities or calling customer service, reps can enter customer orders directly into an order-entry system software that syncs data in real time.

This type of order management software connects key parts of the order management process, including inventory levels, pricing, product catalogs, and customer information, so reps always know what’s in stock and what’s available across different sales channels. That means fewer delays, fewer errors, and faster order placement.

Because it integrates with tools like CRM platforms and ERP systems, it eliminates data silos and reduces manual tasks. Everyone from warehouse management teams to other team members in operations can see the same updated information. The result is better order accuracy and a smoother supply chain.

Why do sales teams need an order entry system?

When reps rely on emails, spreadsheets, or handwritten notes, mistakes are inevitable. Orders get duplicated, pricing gets missed, and products go out of stock without warning. A centralized order entry system gives sales reps real-time visibility into inventory control, customer history, and market trends, helping them make smarter decisions and improve sales performance.

It also frees reps to spend more time selling and less time chasing paperwork, improving productivity across the entire sales organization.

Core features of a sales order entry solution

The main purpose of a sales rep order entry software is to simplify the order management process and remove the friction caused by manual tasks. Instead of juggling paperwork, spreadsheets, and back-and-forth communication, reps get a single order entry system that speeds up order placement, improves accuracy, and supports real-time decision-making across the supply chain.

By automating key steps and connecting critical business systems, this kind of software turns the order management process into a streamlined, reliable workflow. Here are the core features that make that possible:

1. Order entry automation

Automated order entry is a game-changer for sales operations. By eliminating manual data entry, the software significantly reduces human errors.

This automation ensures that orders are captured accurately and processed quickly, leading to higher efficiency and fewer mistakes. The result is a smoother sales process, which enhances overall productivity and customer satisfaction.

2. Real-time order tracking

Real-time order tracking is another crucial feature that elevates sales rep order entry software. It provides sales teams with up-to-the-minute information on order statuses, allowing them to keep customers informed and manage expectations better.

This transparency not only improves customer trust but also enables sales reps to proactively address any issues that might arise during the order fulfillment process.

3. Seamless integration with CRM, ERP, and inventory management

Integration with CRM, ERP, and inventory management systems is essential for a holistic sales and order management approach. Businesses can ensure seamless data flow across different departments by connecting these systems.

For instance, integrating with a CRM system allows sales reps to access customer data easily. At the same time, ERP integration helps in synchronizing order processing with inventory and logistics, ensuring that orders are fulfilled accurately and on time.

This interconnectedness streamlines operations and provides a unified view of the business, enhancing decision-making and efficiency.

4. Automatic payment tracking and invoice generation

Automated invoicing and payment tracking are vital for maintaining a streamlined financial process. Sales rep order entry software can automatically generate invoices as orders are processed, track payments in real-time, and send reminders for outstanding payments.

This automation reduces the administrative burden on the sales team and ensures that the financial transactions are handled promptly and accurately. Consequently, businesses can improve their cash flow management and reduce the likelihood of payment delays.

Incorporating these core features into your sales rep order entry software can lead to a more efficient, error-free, and integrated sales process, ultimately driving business growth and customer satisfaction.

Also read: Optimizing and Managing Your Sales Order Process 

Benefits of order entry system software

A modern order entry system does more than replace paperwork; it removes the operational friction that slows down sales performance and disrupts the order management process. Automating repetitive steps and giving reps real-time visibility into customer orders creates a faster, more accurate workflow across the entire supply chain.

1. Reduces time spent on manual order processing

Manual tasks such as typing orders, checking product details, and tracking changes consume valuable selling time. With automated order placement, reps can enter orders in a few clicks instead of re-entering data across multiple systems.

Less admin work means faster order turnaround, shorter sales cycles, and more time spent on field sales and customer conversations. This alone can unlock meaningful productivity gains for growing teams.

 2. Improves accuracy and efficiency

Human error is one of the biggest risks in manual order entry: wrong quantities, outdated pricing, or incorrect product variants can lead to returns, delays, and frustrated buyers.

With a digital order entry system, software data syncs in real time, pricing and inventory levels stay current, and orders flow through the system accurately. This reduces costly mistakes and keeps the order management system running smoothly from quote to delivery.

 3. Provides clear visibility across the sales cycle

A single source of truth eliminates guesswork. When sales reps, warehouse management teams, and customer service have access to the same real-time information, everyone can track order status without digging through emails or spreadsheets.

This visibility supports better forecasting, faster issue resolution, improves decision-making based on live data, and also reduces the data silos that often slow communication between departments.

4. Enhances customer experience

Customers want speed, accuracy, and transparency. When reps can place orders quickly, check stock instantly, and share real-time updates, it builds trust and strengthens long-term customer relationships. Benefits of this include fewer delays, clear expectations, and higher repeat-order potential. In competitive markets, this level of reliability becomes a differentiator across your sales channels.

5. Supports Better Inventory and Supply chain management

Because sales data feeds directly into your inventory control and ERP system, teams get a more accurate view of demand and stock levels. That helps prevent stockouts, over-ordering, and fulfillment bottlenecks across the supply chain management process.

The result is smoother coordination between sales, warehouse operations, and finance without constant manual updates.

When these benefits come together, businesses gain a faster, more connected sales order entry process that strengthens sales performance, improves order accuracy, shortens fulfillment timelines, and reduces operational costs. Instead of reacting to problems, teams can operate proactively with real-time insights and streamlined workflows.

Top sales rep order entry software

Choosing the right sales rep entry software can make a significant difference in your sales operations.

Here’s a look at the top 7 options available, highlighting their key features, pros and cons, and pricing.

1. WizOrder by WizCommerce

WizOrder is a purpose-built sales rep order-entry software by WizCommerce designed for field sales teams and internal order management. It streamlines the entire order entry process from placing orders in the field to syncing with inventory levels and ERP systems while reducing manual tasks and errors. Its real-time order tracking and AI-powered product recommendations make it ideal for businesses that need accurate, fast, and flexible order management.

Key features:

• Single-screen view of all product variants, pricing tiers, and promotions
• Typo-tolerant search and customizable filters to quickly find SKUs
• One-click conversion of quotes to orders, supporting bulk order entry
• Integration with major ERPs, CRM systems, and ecommerce platforms
• Kai AI assistant for personalized product recommendations
• WizPay for secure and automated payment collection
• Real-time inventory updates for accurate stock visibility

Pros: Highly customizable with comprehensive integration capabilities and a user-friendly interface, including a proprietary AI recommendation engine

Cons: Pricing details are not explicitly provided on the site, and may require some training to utilize all features effectively

Why it stands out:
WizOrder excels in reducing manual order errors, speeding up order placement, and providing a seamless bridge between sales reps and back-office systems. Its AI-driven recommendations and customizable workflows ensure each order aligns with inventory availability and customer preferences, making it perfect for teams managing high-volume orders or complex product catalogs.

Best for: Mid-to-large businesses with complex product lines and field sales operations.

2. HubSpot Sales Hub

HubSpot Sales Hub combines sales order entry capabilities with robust CRM functionality. It enables sales reps to manage customer orders, track real-time deal progress, and automate workflows directly from the CRM. While primarily a CRM, its sales automation features help reduce manual tasks and improve order accuracy.

The free version provides basic functionality, making it accessible for smaller businesses.

Key features:

• Email tracking and notifications
• Meeting scheduling
• Sales automation
• Pipeline management
• Integration with HubSpot CRM

Pros: User-friendly interface, strong integration with the HubSpot ecosystem, and a free version.

Cons: Limited features in the free version, and it can be pricey at higher tiers

Why it stands out:
HubSpot Sales Hub is ideal for teams already using HubSpot’s ecosystem. It allows reps to track customer orders alongside communication history and sales activity. Its ease of use and reporting capabilities improve visibility into the order management process.

Best For: Small to medium businesses looking for a combined CRM and order entry solution.

3. Zoho CRM

Zoho CRM provides a cost-effective solution with built-in sales order entry and workflow automation. Reps can place orders, manage customer accounts, and access real-time inventory data while staying in sync with ERP systems. Its integration with the Zoho suite provides additional tools for comprehensive business management.

Key features:

• Workflow automation for order approvals and invoicing
• Integration with Zoho Inventory and third-party ERP systems
• Customizable dashboards to track order metrics and sales performance
• Mobile access for field sales and remote teams

Pros: Affordable, highly customizable, and has a strong mobile app

Cons: Limited third-party integrations with a complex user interface

Why it stands out: Zoho’s strength lies in its affordability and flexibility. Reps can place orders efficiently in the field while maintaining visibility into inventory levels and customer order history. Its integration with inventory and ERP ensures accurate fulfillment and minimizes stockouts.

Best for: Small to medium-sized teams seeking an affordable, integrated order entry and CRM solution.

4. Pipedrive

Pipedrive is known for its intuitive visual sales pipeline, which simplifies sales activity management and tracking. Its ease of use and affordability make it a popular choice for small businesses and sales teams seeking a straightforward tool to manage their sales processes without the need for extensive training or customization.

Key features:

• Visual sales pipeline with drag-and-drop order management
• Email and activity reminders to ensure timely follow-ups
• Integration with ERP systems, ecommerce platforms, and inventory tools
• Reporting on order status, conversion rates, and sales team performance

Pros: Easy to use, affordable, and great visual pipeline

Cons: Limited advanced features with basic reporting

Why it stands out: Pipedrive is highly intuitive, making it easy for reps to manage orders and monitor the sales pipeline. Its visual approach ensures no customer orders fall through the cracks, enhancing efficiency in high-volume environments.

Best for: small businesses or sales teams that prioritize ease of use and pipeline visibility.

5. Freshsales by Freshworks

Freshsales combines CRM capabilities with integrated sales order entry and workflow automation. Its AI-driven lead scoring and communication tools allow sales reps to prioritize orders and reduce errors, while mobile access ensures field teams can place orders from anywhere.

Key features:

• AI-based insights for order prioritization
• Built-in email and phone communication tools
• Workflow automation for quotes, orders, and invoicing
• Integration with Freshworks suite, ERP systems, and inventory platforms

Pros: User-friendly and affordable, with strong integration with Freshworks 

Cons: Limited customization, and some features only work in higher plans.

Why it stands out: Freshsales is strong for businesses looking to connect sales orders with customer engagement data. Its automated workflows reduce manual entry, and its AI insights help prioritize orders and optimize inventory usage.

Best for: Small to medium businesses seeking a CRM-integrated order entry system with AI insights.

6. Insightly

Insightly combines CRM and project management features, providing a comprehensive tool for managing customer relationships and project workflows. Its integration with popular tools like G Suite and Office 365 enhances its usability. This dual functionality makes it suitable for businesses that need to manage both customer interactions and project tasks within a single platform.

Key Features:

• CRM and project management combined with order entry
• Email tracking and workflow automation
• Integration with G Suite, Office 365, and ERP systems
• Reporting dashboards for order and project metrics

Pros: Combines CRM and project management, it’s user-friendly with good integration options

Cons: Expensive for larger teams with limited support for lower-tier plans

Why it stands out: Insightly is ideal for businesses that need to manage both orders and customer projects simultaneously. Its integration capabilities and automated workflows reduce errors in order processing and streamline team collaboration.

Best for: Teams managing projects alongside their customer orders.

7. Monday.com

Monday.com is known for its highly visual and customizable platform that supports project and sales pipeline management. Its collaboration tools and integrations with numerous third-party apps make it a versatile solution for teams of various sizes. Its flexible workflows allow sales reps to place orders, track order status, and sync with inventory or ERP systems in real time.

Key features:

• Visual sales pipeline and order tracking
• Automation for order placement and status updates
• Integrations with ERP, inventory platforms, and ecommerce tools
• Collaboration features for internal teams

Pros: Highly visual and customizable, with excellent collaboration tools and scalable for different business sizes

Cons: It can become costly with add-ons, with a complex learning curve for new users

Why it stands out: Monday.com is versatile for sales teams that rely on collaborative workflows. Its visual dashboards and automation reduce manual entry while improving transparency across the sales order management process.

Best for: Medium to large teams seeking a flexible, visual order entry and collaboration platform.

Evaluating these software options based on your specific needs and budget will help you find the best fit for your sales team. WizOrder by WizCommerce stands out if you need a purpose-built B2B order entry system with mobile order taking, real-time inventory, order automation, and system integration.

Also Read: How B2B Order Taking Apps Can Streamline Your Business  

Choosing the best sales rep order entry software

Selecting the right sales rep order entry software is critical to streamlining your order management process, improving order accuracy, and enhancing customer satisfaction. A well-chosen system reduces manual tasks, connects sales channels, and ensures your team can focus on selling instead of chasing paperwork.

Here’s how to evaluate and choose the best software for your business.

1. Identify your business-specific needs

Before evaluating software options, pinpoint the specific challenges in your current order management process:

• Are your sales reps struggling with manual order entry that creates data silos?
• Do you need real-time inventory visibility to avoid stockouts or delays?
• How complex are your pricing tiers, promotions, and product variants?
• What size is your sales team, and do field sales reps need mobile access?

Understanding your unique requirements ensures that the software you choose aligns with your supply chain management, ERP system, and overall operational goals. For instance, teams processing high-volume customer orders benefit from robust automation features and real-time order tracking.

2. Evaluate integration capabilities with existing business systems

A top sales rep order entry system should seamlessly integrate with your existing tools, including:

• CRM systems to access customer history and track interactions
• ERP platforms for accurate inventory control and financial processing
• Ecommerce platforms for multi-channel order management
• Inventory management systems to provide real-time stock updates

Integration prevents duplicate entries, reduces errors, and creates a centralized hub for order placement and fulfillment. It also ensures that team members across sales, warehouse management, and finance have a unified view of customer orders.

For example, integrating with a CRM system can help your sales reps access customer data effortlessly, while ERP integration synchronizes order processing with inventory and logistics, ensuring timely fulfillment.

3. Consider key factors impacting operations

Effective software should enhance critical aspects of your business operations:

• Customer service efficiency: By providing real-time updates and tracking information, the software should help your sales reps keep customers informed about their order status, thereby improving customer satisfaction.
• Inventory management: The software should offer real-time inventory visibility, helping you maintain optimal stock levels and prevent issues like overstocking or stockouts.
• Financial processing: Automated invoicing and payment tracking features can streamline your financial processes, ensuring accurate and timely transactions. Look for software that integrates well with your accounting systems for seamless financial management.

Look for tools that support multi-channel sales, mobile order placement for field sales, and reporting dashboards to track sales performance, customer orders, and market trends.

4. Factor in usability, scalability, and support

When choosing software, consider:

• User-friendliness: Ensure that the software is intuitive and easy to use for your sales team. A steep learning curve can hinder productivity and slow down adoption.
• Scalability: Choose software that can grow with your business. As your sales operations expand, the software should be able to handle increased order volumes and additional users without compromising performance.
• Customer support: Reliable customer support is essential for addressing any technical issues that may arise. Check the availability and responsiveness of the software provider’s support team.

A system that balances ease of use, robust functionality, and excellent support will maximize efficiency and adoption across your sales team.

5. Ask the right questions

Before committing, ask software vendors:

• Can the system handle your order volumes and product complexity?
• Does it provide real-time integration with ERP, CRM, and inventory systems?
• How does it reduce manual tasks and improve order accuracy?
• Can it support mobile access for field sales reps?
• What reporting and analytics tools are included to monitor sales and customer orders?

These questions help ensure that your investment directly improves order management processes, boosts efficiency, and supports long-term business growth.

Also Read: Best Free Apps For Traveling Sales Reps  

Conclusion

Manual order entry and disconnected systems slow your sales team, create errors, and disrupt your order management process. The right sales rep order entry software automates tedious tasks, provides real-time order tracking, and integrates seamlessly with your CRM, ERP, and inventory systems.

By streamlining order placement, reducing manual tasks, and giving full visibility into inventory levels and customer orders, your team can focus on what really matters: closing deals, building customer relationships, and scaling operations.

With a robust solution like WizCommerce, you can unify your sales channels, eliminate data silos, and empower field sales reps to place orders accurately and efficiently from anywhere. The result is a smoother sales cycle, fewer errors, and a stronger, more reliable supply chain.

Ready to see the transformation in action? 

Book a demo and discover how your sales team can operate faster, smarter, and with complete confidence in every order. sales process today.

FAQs

What apps to use for sales?

Most sales teams rely on a mix of CRM, order entry, quoting, and communication tools because no single app covers every part of the workflow well. What actually matters is how smoothly these tools talk to one another. A unified tool like WizCommerce helps because it pulls quoting, ordering, and customer info into one screen, so reps stop juggling five tabs before completing a simple task.

What software is used for order management?

Most companies start with ERP modules, then layer additional systems as operations grow, customer portals, order entry apps, or inventory add-ons. The problem is that the more tools are added, the higher the chance of delays and mismatched data. That’s why unified platforms have become more popular; they handle the order cycle from capture to fulfillment without forcing teams to jump across systems.

What is an order entry skill?

It’s less about typing orders in and more about accuracy, speed, and knowing the right details to verify before hitting submit. Reps with strong order-entry instincts catch pricing errors, spot low inventory, or flag mismatched SKUs without being prompted. Good software supports this skill by reducing manual steps and keeping guardrails in place so mistakes don’t slip through.

What is order entry software?

Order entry software is a tool that lets you capture, validate, and submit customer orders in a structured way, so details like products, quantities, pricing, and shipping info are entered once and then passed smoothly into your ERP, inventory, and invoicing systems.

What software do sales representatives use?

Sales representatives use software that helps them manage the full customer lifecycle: CRM systems for contacts and deals, email and meeting tools for communication, quoting/order entry apps for building proposals and sales orders, and analytics dashboards to track performance and pipeline.

What software is used for sales orders?

Sales orders are usually handled in ERP systems, dedicated order management platforms, or B2B sales/order-taking apps that sync with your accounting and inventory, such as rep-focused solutions like WizOrder that turn accepted quotes into structured orders.

What is the entry of a sales order?

The entry of a sales order is the initial recording of a customer’s confirmed purchase—capturing who is buying, what they’re buying, prices, quantities, and delivery terms—into your system so fulfillment, inventory allocation, and billing can proceed.

Can sales orders be automated?

Sales orders can be automated by linking your e-commerce or B2B ordering app directly to your ERP or order management system, using rules and workflows so online orders, rep-entered orders, or portal orders from tools like Ella flow straight through with minimal manual rekeying.

What is a remote order entry system?

A remote order entry system is a setup that lets customers or field reps enter orders from outside the office—via mobile apps, web portals, or tablets—sending those remote sales orders directly into your central order management or ERP system in real time.