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About

Our Companion® Route software offers incomparable advantages to optimize your delivery processes. There are various predefined billing, ordering and return screens allowing the mobile user to quickly and efficiently enter the quantities to be invoiced, by product and by customer. The mobile user can be prompted to answer a series of questions and take photos. Responses and photos taken will then be accessible from office reports to analyze the results. Sales and return statistics for the previous week can be viewed by a customer or by product. The user can quickly view statistics such as sales, returns and percentage of return in dollars and units by customers and by product for that customer, allowing more informed decision-making. All information is stored in a secured vault in the cloud which the handheld connects to. For security reasons, the delivery person only sees the type of card and the last 4 digits.

About

Automate your Route Sales, DSD, and Equipment Service Operations with Prism's End-to-End Route Accounting Software Platform. Streamline your distribution with the all-in-one desktop, web, and mobile software platform that increases sales and drives efficiency across all your day-to-day operations. Prism's mobile solution for route sales managers provides vital tools for faster and more accurate sales and deliveries. It includes invoicing tools that maximize sales and collections tools that prevent the building up of bad debt. Prism's mobile solution for pre-order entry equips sales reps to visit customers and take orders on the go. Prism's call center solutions enable office sales reps to increase sales, create product awareness, and provide superior customer service.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a route accounting solution that enables automated management of direct store delivery activities

Audience

Distributors and companies of all sizes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CIS Group
Founded: 1977
Canada
www.cis-group.com/en/suites-en/cis-companion-route/

Company Information

Prism Visual Software
Founded: 1993
United States
www.prismvs.com

Alternatives

Alternatives

jLAN Mobile Sales

jLAN Mobile Sales

jLAN Technologies
MobilePDQ

MobilePDQ

Data Concepts
BarcodeApps PRISM

BarcodeApps PRISM

BarcodeApps

Categories

Categories

Mobility Features

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

Field Service Management Features

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

Service Dispatch Features

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

Integrations

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

Integrations

Acomba
Infor Financials & Supply Management
Microsoft Dynamics 365 Business Central
Oracle Fusion Cloud ERP
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
SAP ERP
Sage 300
Sage 50
Sage X3
Claim CIS-Companion Route and update features and information
Claim CIS-Companion Route and update features and information
Claim Prism Visual Software and update features and information
Claim Prism Visual Software and update features and information