| Optimize Operations | Leverage CSA expertise with purpose-built software |
| Scale Your Business | Grow your business with efficient processes and the tools to support them |
| All Features in One Place | Stop using multiple systems to try and achieve what you need |
| Forecast Orders and Purchases | Forecast member orders, product needs, and operational capacity |
| Track Deliveries Live | Track your deliveries live and through intuitive reports |
| Create and Manage Employees | Create employee accounts and manage permission levels |
| Real-time Reporting | Use search filters to get quick real-time data on members, statuses, balances, and deliveries |
| Track the KPIs That Matter | Access accurate, date-range reports to measure essential KPIs |
| Integrated Payment System | Safe and secure integrated payment accounts |
| Automated Billing | Automated recurring billing for better cash flow |
All the Features You Want, Standard
Run your CSA without the hassle of piecing together plugins, spreadsheets, and workarounds. Rootie consolidates all essential tools to simplify administrative tasks, manage payments, streamline deliveries, and support your team’s growth.
Admin / Finance
Ordering
| Work With More Producers | Leverage precise inventory management to work with farms and producers, big and small |
| Quick Harvest Reports | Harvest totals making ordering/harvesting a breeze |
| Sell Limited Inventory | Create and manage limited-stock items without the risk of overselling |
| Easy Item Creation | New product creation is intuitive, easy, and fast |
| Make Products or Packages | Sell individual items or packages while keeping harvest reports easy |
Marketing
| Integrated Marketing Tools | Grow with a suite of built-in marketing tools |
| Coupon Codes | Provide coupon codes to drive action |
| Automated Emails | Use automated and reminder emails to increase engagement |
| Member Announcements | Share announcements for new products or other important communication |
| Remarketing | Remarket to existing and former users |
| Featured Items | Feature specific products or packages to boost sales of new items |
| Member Referrals | Encourage and reward members for bringing in new customers with a straightforward referral system |
| Lead Tracking | Utilize surveys and analytics to monitor and manage potential customer leads |
Members
| Member Marketplace | Customizable shopping interface for members with packages, products, and add-ons |
| Member Dashboard | Full-featured dashboard to manage orders, items, payments and more |
| Intuitive Interface | Designed with customer experience in mind for easy navigation |
| Mobile Friendly | Easy to use mobile friendly online store |
| Two Factor Security | Secure, password-free login via email verification |
| Billing Management and History | Manage billing- credits, refunds, history |
| Secure Payments | Established, safe, and secure gateway provider |
| Order History | View pending and recent orders |
| Allergies and Dislikes | Rootie automatically substitutes items based on member-set preferences |
| Sell a Wider Variety | Add featured store items with ease |
| Easy Add-ons | Manage recurring add-ons to add and remove/update |
| Hold Dates | Ability to add and remove delivery holds |
| Schedule Preferences | Easy to manage delivery day settings |
| Delivery Tracking | Delivery Day tracking with a delivery window |
| Text and Email Notifications | Text and email reminder notifications |
| Driver Tipping | Ability to add and remove recurring tips |
| Member Feedback Forms | Easy to contact with member feedback form |
Member Services
| Seamless Sign-up Process | Members can easily self-register, ensuring a positive onboarding experience |
| Customize Member Sign-up | CSAs get the ability to customize the sign-up process |
| Manage Member Delivery Schedules | Staff can help manage member's delivery schedules |
| Set Delivery Notifications | Set up text and email delivery completion notifications |
| Quick Support Links for Members | Easy ways to request support throughout the interface |
| Integrated Member Feedback Forms | Easy contact forms for member feedback and support requests |
| Send Member Emails | Email users from within the service interface |
| Record Personalized Information | Add member notes to make communication more personalized |
| Make Order or Account Changes Fast | Efficiently update, manage, and even ghost customer accounts to make requested changes |
| Create Member Reminders | Create custom reminders to revisit member accounts |
Deliveries
| Mission Control | A one-page view to see live updates for all deliveries |
| Fast Route Creation | Leverage weekly memory, new customer tools, and ZIP code grouping for fast, efficient route building |
| Route Optimizer | Built in route-optimizer that updates with new customers and even last-minute changes |
| Easily Assign Routes to Drivers | Intuitive delivery builder lets you design driver routes that make sense |
| Make Delivery Edits in Real-time | Edit address and delivery instructions, even last minute |
| Custom Package Labels | Custom label packaging for each order |
| Backup Routing | Tools for reviewing orders and easily setting up backup routing |
| Shift Delivery Dates | Adjust delivery dates to react to unexpected delays like inclement weather |
Drivers
| Driver App | Fully functional driver application making delivering a breeze |
| Easy to Add/Update Drivers | Add and remove drivers |
| Real-time Change Updates | Changes made automatically updated so drivers stay in the know |
| Driver Tips | Built-in tipping for happier drivers |
| Faster Pay Reports | Easily track deliveries to pay drivers faster |
