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Description

Our Companion®, Route software provides unparalleled advantages to optimize your delivery processes. The mobile user can quickly and efficiently enter quantities to be invoiced by product or customer using predefined billing, order, and return screens. The mobile user can be asked a series questions and taken photos. The office reports will allow you to view the responses and photos. A customer can view sales and return statistics for the week prior by product. It is possible to quickly view statistics such sales, returns, percentage of return in dollars or units, by customer and by product. This allows for more informed decision-making. All information is stored in a secure vault in the cloud to which the handheld connects. The delivery person can only see the type of card and the last four digits for security reasons.

Description

Enhance your Route Sales, DSD, and Equipment Service Operations by utilizing Prism's comprehensive Route Accounting Software Platform. This all-in-one solution, accessible via desktop, web, and mobile, optimizes your distribution processes, boosting sales and improving efficiency in your daily tasks. The mobile application designed for route sales managers equips them with essential tools that facilitate quicker and more precise sales transactions and deliveries. It features invoicing capabilities that enhance both sales and collections, effectively reducing the risk of accumulating bad debt. Additionally, Prism's mobile pre-order entry feature empowers sales representatives to engage with customers and place orders seamlessly while on the move. Furthermore, Prism's call center solutions aid office sales representatives in amplifying sales, raising product awareness, and delivering exceptional customer service, ultimately fostering long-term client relationships. By integrating these solutions, businesses can achieve remarkable growth and operational excellence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acomba Yes 
Infor Financials & Supply Management Yes 
Microsoft Dynamics 365 Business Central Yes 
Oracle Fusion Cloud ERP Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
SAP ERP Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage X3 Yes 

Integrations

Acomba No 
Infor Financials & Supply Management No 
Microsoft Dynamics 365 Business Central No 
Oracle Fusion Cloud ERP No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
SAP ERP No 
Sage 300 No 
Sage 50 No 
Sage X3 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CIS Group

Founded

1977

Country

Canada

Website

www.cis-group.com/en/suites-en/cis-companion-route/

Vendor Details

Company Name

Prism Visual Software

Founded

1993

Country

United States

Website

www.prismvs.com

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Food Service Distribution

Costing No 
Customer Management No 
Import / Export Management No 
Inventory Management No 
Lot Tracking No 
Order Management No 
Picking & Routing No 
Purchasing No 
Quotes / Estimates No 
Traceability No 
Vendor Management No 
Warehouse Management No 

Mobility

App Management No 
Barcode Scanning Yes 
Compliance Management No 
Content Management No 
Data Collection No 
Data Management No 
File Management No 
Forms Automation No 
Mobile Messaging No 
Remote Access No 
Remote Systems Monitoring No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling No 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing No 
Territory Management No 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

Alternatives

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