Fishbowl Sales

Integrate, manage, and adapt sales processes end-to-end with powerful inventory control.

by Fishbowl Inventory · CRM & Sales Automation

Executive Summary

Fishbowl Sales is a comprehensive software solution designed to integrate, manage, and adapt sales processes from end-to-end, seamlessly linking them with inventory management. It empowers businesses to efficiently handle sales orders, from initial estimates to final closure, ensuring accurate tracking and real-time status updates. The platform is built to streamline operations, prevent stockouts, and enhance customer satisfaction by providing a unified view of sales and inventory data. The system offers robust integration capabilities, including a RESTful API that allows for connections with other business systems like e-commerce platforms (e.g., Shopify) and accounting software (e.g., QuickBooks Online). Fishbowl Sales supports flexible deployment options, available as a cloud-based hosted service (SOC 1 Type II and SOC 2 Type II Certified) or as an on-premise installation. This hybrid approach caters to diverse business needs, providing secure and reliable infrastructure for managing critical sales and inventory data.

Use Cases

  • Managing the complete lifecycle of sales orders from estimate to fulfillment.
  • Integrating sales data with real-time inventory levels to prevent stockouts and improve order accuracy.
  • Streamlining sales processes for businesses requiring robust inventory control.
  • Connecting sales operations with accounting systems for seamless financial management.
  • Tracking and reporting on sales performance and order statuses across multiple channels.

Features

Visibility

  • Sales Order Status Tracking: Provides real-time visibility into the status of each sales order, from initial estimate to final closure.

Intelligence

  • AI Insights Dashboard: Offers an AI-powered dashboard to visualize key sales and inventory insights for informed decision-making.

Technical Specifications

Architecture
Client-server architecture with a RESTful API, supporting both on-premise and cloud deployments.
Deployment
Hybrid (SaaS/Hosted and On-Premise)
API Available
Yes

Integrations

  • QuickBooks Online
  • Shopify

Security & Compliance

Certifications: SOC 1 Type II, SOC 2 Type II

Encryption: Data encryption

Pricing

Starting Price
Contact sales
Target Customer
SMB,Mid-Market

About Fishbowl Inventory

Fishbowl is a leading provider of AI-centric inventory and manufacturing management software for small and mid-sized businesses. It helps companies streamline operations, improve visibility, and scale efficiently through flexible, easy-to-use solutions, integrating with accounting platforms like QuickBooks and Xero.

Founded: 2001 · Headquarters: Orem, Utah, United States · Employees: 201-500 · Private