About Naviteer
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.
Pros & Cons
- +Specialized for food brokers and distributors with features for contract management, multi-principal accounting, and lot-based inventory tracking.
- +Cloud-based access allows remote teams to collaborate efficiently and monitor operations in real time.
- +Automated order creation, EDI integration, and lot tracking reduce manual work, errors, and operational delays.
- +Comprehensive reporting and dashboards provide visibility into sales, orders, inventory, and business performance.
- +Scalable and flexible system suitable for multi-company setups, growing brokerages, and evolving business needs.
- −Highly industry-specific, limiting usability for businesses outside food brokerage and distribution.
- −Subscription-based pricing may be costly for small brokerages, especially with additional modules or premium backups.
- −Complex features such as multi-company accounting and EDI integration require training for new users.
- −Custom workflows or advanced reporting may require programming support, increasing implementation costs.
- −Reliance on internet connectivity may disrupt cloud-based operations during downtime or slow connections.
Features
Key features
- Cloud-Based Food Sales Management
- Web-accessible application designed for food brokers and distributors.
- Order & Contract Management
- Supports creating orders from contracts, tracking contract balances by customer, vendor, and broker.
- Multi-Company & Multi-Principal Accounting
- Manages accounting for several broker or distributor companies, including consignment vendors (“principals”).
- Lot / Serial Inventory Tracking
- Tracks inventory at lot or serial number level for food safety, recalls, and audit compliance.
- CRM Included
- Built-in customer relationship management to manage prospects, opportunities, and order conversion.
- EDI Integration
- Supports EDI X12 (850 / 860 / 875 / 876 / 997) for automated order entry and functional acknowledgments.
- QuickBooks Integration
- Syncs accounts receivable with QuickBooks Online for simplified accounting.
- Document Control
- Stores documents for orders — such as contracts, specs, or certificates — linked directly to transactions.
Additional features
- Multi-User Collaboration
- Supports several users working on the same database in real time.
- Multi-Company Support
- Consolidates data and reporting across different business units or broker-distributor companies.
- Contract-to-Order Automation
- Links contract details directly to order creation to streamline sales.
- Lot-Based Traceability
- Helps meet food safety standards by tracking inventory by lot or serial number.
- Full Accounting Suite (Distributor)
- Includes General Ledger, Accounts Payable / Receivable, Inventory Control, and Banking modules.
- CRM & Opportunity Tracking
- Built-in CRM lets you track sales pipeline, customer interactions, and sales staff performance.
- EDI Server
- Automates purchase orders and changes from EDI-enabled customers, reducing manual data entry.
Pricing
Monthly plans
Premium Backup
USD 2
Additional Crm
USD 13
Broker
USD 65
Countries & Languages
Interface languages
Billing currencies
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About Naviteer
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 Details
Naviteer's In-App Market Place
Does Naviteer have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Premium Backup
USD 2
Additional Crm
USD 13
Broker
USD 65
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD ($), AUD ($), JPY (¥), CNY (¥), HKD (HK$), SGD ($), KRW (₩), INR (₹), RUB (₽), BRL (R$), MXN ($), AED (د.إ), SAR (ر.س), ZAR (R), NZD ($), CHF (Fr)
Pros & Cons
- Specialized for food brokers and distributors with features for contract management, multi-principal accounting, and lot-based inventory tracking.
- Cloud-based access allows remote teams to collaborate efficiently and monitor operations in real time.
- Automated order creation, EDI integration, and lot tracking reduce manual work, errors, and operational delays.
- Comprehensive reporting and dashboards provide visibility into sales, orders, inventory, and business performance.
- Scalable and flexible system suitable for multi-company setups, growing brokerages, and evolving business needs.
- Highly industry-specific, limiting usability for businesses outside food brokerage and distribution.
- Subscription-based pricing may be costly for small brokerages, especially with additional modules or premium backups.
- Complex features such as multi-company accounting and EDI integration require training for new users.
- Custom workflows or advanced reporting may require programming support, increasing implementation costs.
- Reliance on internet connectivity may disrupt cloud-based operations during downtime or slow connections.
Naviteer's Support Options
Email Address
sales@naviteer.comNaviteer's Alternatives
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