ordersentryOrderSentry is a cloud-based CRM and workflow management software solution. Designed, developed and managed by the Metisentry team its functions include:

  • Multi-user login
  • User permissions
  • Client Relationship Manager
  • Customer profiles
  • Order detail and management
  • Reporting
  • Sync with QuickBooks

OrderSentry is a popular choice for many of our clients. Most commonly, businesses that have been using spreadsheets or trying to fit their business into an off-the-shelf product find that OrderSentry is the answer to their workflow management and CRM needs.

Since it is modular in design, OrderSentry can be tailored to fit each client’s specific workflow processes and business needs. That means you are able to use its off-the-shelf functionality as a foundation and then tweak and customize to fit your unique needs. Current modules include:

  • QuickBooks
  • Point-of-Sale (POS)
  • Sales Funnel
  • Time Card Management

OrderSentry also has the ability to analyze data and create real time reports including:

  • Customer Acquisition Rates
  • Order Statuses and Totals
  • Payment Reports

The modular design and function results in a lower upfront cost than most other off-the-shelf or custom solutions as well as a manageable monthly cost. In one case, a client found OrderSentry to be 10 times less expensive than a popular and widely used off-the-shelf software product – and OrderSentry included additional capabilities for streamlining their processes! OrderSentry’s monthly cost also covers hosting, management and support by the Metisentry team.

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