Naviteer is a food sales management software from Naviteer designed for food brokers. It combines inventory tracking, order management, and customer relationship management so food businesses can effectively manage their sales processes. The platform allows users to monitor sales performance, simplify communications with clients, and handle orders efficiently. Naviteer supports features like sales analytics, product catalog management, and automated reporting to facilitate informed decision-making. Additionally, the software offers user-friendly dashboards and customizable workflows to suit varied business needs. Key capabilities: inventory tracking order management customer relationship management sales analytics automated reporting Best for: food brokers that need to manage sales operations and client relationships.
Naviteer is a highly specialized cloud-based software solution designed for food brokers and distributors, and it distinguishes itself through its comprehensive handling of the complex workflows typical in the food industry. One of its key strengths is its ability to manage multi-company accounting and multi-principal consignment operations, which allows brokers and distributors to track vendor and customer activity with precision while maintaining accurate financial records across multiple entities. The platform supports lot and serial number tracking, an essential feature for ensuring traceability and managing recalls, giving businesses confidence in compliance and product safety. Contract management is another standout capability, enabling users to link orders directly to contracts by customer, vendor, or company, which simplifies tracking remaining quantities and ensures that sales teams can fulfill deals accurately. Naviteer’s integrated CRM captures customer and prospect data, logs sales activity, and transforms opportunities into actionable orders, providing a full view of the sales funnel that enhances team efficiency and revenue management.
Web-accessible application designed for food brokers and distributors.
Supports creating orders from contracts, tracking contract balances by customer, vendor, and broker.
Manages accounting for several broker or distributor companies, including consignment vendors (“principals”).
Tracks inventory at lot or serial number level for food safety, recalls, and audit compliance.
Built-in customer relationship management to manage prospects, opportunities, and order conversion.
Supports EDI X12 (850 / 860 / 875 / 876 / 997) for automated order entry and functional acknowledgments.
Syncs accounts receivable with QuickBooks Online for simplified accounting.
Stores documents for orders — such as contracts, specs, or certificates — linked directly to transactions.
Supports several users working on the same database in real time.
Consolidates data and reporting across different business units or broker-distributor companies.
Links contract details directly to order creation to streamline sales.
Helps meet food safety standards by tracking inventory by lot or serial number.
Includes General Ledger, Accounts Payable / Receivable, Inventory Control, and Banking modules.
Built-in CRM lets you track sales pipeline, customer interactions, and sales staff performance.
Automates purchase orders and changes from EDI-enabled customers, reducing manual data entry.
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Naviteer is a food sales management software from Naviteer designed for food brokers. It combines inventory tracking, order management, and customer relationship management so food businesses can effectively manage their sales processes. The platform allows users to monitor sales performance, simplify communications with clients, and handle orders efficiently. Naviteer supports features like sales analytics, product catalog management, and automated reporting to facilitate informed decision-making. Additionally, the software offers user-friendly dashboards and customizable workflows to suit varied business needs. Key capabilities: inventory tracking order management customer relationship management sales analytics automated reporting Best for: food brokers that need to manage sales operations and client relationships.
Does Naviteer have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
N/A
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