Best fit

For sales teams that handle accounts, product lines, pricing, and orders.

RepCloud is designed for manufacturers’ rep firms, field reps, inside sales teams, brands, and B2B distributors that manage dealer accounts, catalogs, orders, files, and portals.

Rep firms Manage customers, contacts, orders, pricing, product lines, and vendor updates from one system.

Field reps Pull up account history and files on the road, then take care of follow-up while it is still fresh.

Inside sales teams Handle email, tasks, approvals, estimates, campaigns, and customer service from one shared workspace.

Brands and distributors Manage customer portals, catalog content, product files, updates, and sales outreach across the team.

Why RepCloud

Stop hunting through email, spreadsheets, and shared folders for customer answers.

RepCloud puts customer records, product details, pricing, orders, files, follow-up, and campaign content where the sales team can find them.

The usual way

Reps lose time hunting through email, folders, spreadsheets, and old order notes.

A customer asks for pricing, but the latest sheet is buried in an email.
An order comes in, but product details and customer terms have to be checked by hand.
Files, portal access, tasks, and customer history live in different places.
Follow-up depends on whoever remembers what happened last.

With RepCloud

Give reps one place to check the account, catalog, files, orders, and assigned follow-up.

CRM holds customer records, contacts, portal access, pricing, products, and order history.
Workspace turns email into replies, tasks, approvals, calendar items, and CRM handoffs.
Drive organizes price sheets, product media, documents, and customer files in shared folders.
Publisher and RC Assistant help draft customer emails, blog posts, and social content from approved product and account information.

Overview

See how RepCloud handles a typical sales day.

See how reps use RepCloud to check customers and products, manage orders and campaigns, and stay on top of daily follow-up.

The suite

CRM, Workspace, Drive, and Publisher work together.

Use each app for a specific job, or connect them so the team can find account records, portal access, catalog data, files, tasks, and content by customer.

RepCloud CRM

Customer records, customer portals, lead finder, catalog, pricing, orders, campaigns, reporting, and Account Center.

View CRM

RepCloud Workspace

Mail, calendar, approvals, tasks, and customer reply drafts that use current CRM, product, pricing, and order information.

View Workspace

RepCloud Drive

Folders, spreadsheets, sharing controls, customer documents, previews, and file access for RC Assistant.

View Drive

RepCloud Publisher

Source intake, blog drafting, AI revisions, WordPress prep, social versions, review, and publishing queues.

View Publisher

Integrations

Works with the tools your sales team already uses.

Connect RepCloud with selected tools your team already uses. Availability depends on your workspace, provider, and approved setup.

Google Calendar

Calendar and appointments

See meetings, booking availability, reminders, and follow-up on the right customer record.

Google Drive

Drive file access and migration

Bring Google Drive files into RepCloud customer records and Drive folders as your team consolidates shared sales files.

OneDrive

OneDrive file access

Browse approved OneDrive folders from customer records and Drive when the connector is enabled for your workspace.

Dropbox

Dropbox file access and guarded write-back

Browse or import approved customer files, product media, price sheets, and shared folders. When provider writes are enabled, RepCloud can return an edited file as a newly named copy without replacing the original.

@ Email delivery

Elastic Email and SMTP sending

Send campaigns, portal notices, password emails, and customer messages through the configured email service.

WordPress

Publisher-ready blog content

Prepare article drafts, featured images, excerpts, slugs, categories, and social copy before moving content into WordPress.

Collabora

Built-in document editing

Edit supported DOCX, XLSX, PPTX, ODT, ODS, and ODP files stored in RepCloud Drive, powered by Collabora. The integration is currently in preview.

AI OpenAI

Optional RC Assistant help

When enabled, RC Assistant can summarize records, draft customer replies, extract order details, compare files, and prepare follow-up for review.

Vendor updates

Put a vendor update to work across sales and marketing.

Use RepCloud to store the source file, update the account or catalog, assign tasks, and prepare customer communication from the approved information.

Drive

Store the vendor file, price sheet, media, or customer document.

RC Assistant

Extract details, summarize changes, and flag what needs review.

CRM

Update customer records, portal access, catalog, orders, pricing, and campaigns.

Workspace

Assign tasks, route approvals, and track follow-up.

Publisher

Create approved launch copy, blog drafts, customer emails, and social posts.

Work from the road

Use RepCloud in a browser, on Mac, and on iPhone.

Browser apps CRM, Workspace, Drive, Publisher, Account Center, and RC Assistant run from the web.

Mobile access Responsive web apps are available now. RepCloud and RepCloud Drive for iPhone are available on the App Store.

Mac apps RepCloud Desktop and RepCloud Drive for Mac are available after sign-in. Open your account for downloads and setup.

Explore desktop and mobile apps

RC Assistant

AI help that uses your RepCloud records and files.

RC Assistant can work with the customer, product, pricing, order, and file information already in RepCloud. Use it to summarize accounts, draft replies, pull order details, and find files without leaving your daily workspace.

RC Assistant Using RepCloud data

You Import this new price list and tell me what needs review before it goes live.

RC I found 42 SKU matches, 6 new products, 3 MAP changes, and 2 price drops that should be reviewed. I can stage the import, attach the source file, and create pricing review tasks.

You Do that, then create an estimate for North Coast with the updated demo package.

RC Done. The import is staged for approval, review tasks are assigned, and the estimate draft is ready with current pricing and source notes attached.

CRM

Create an estimate from this product list, check current pricing, and attach the source notes for review.

Workspace

Draft a reply using the current inventory, customer pricing, and order history in RepCloud.

Drive

Find the latest vendor price list, compare it to CRM products, and store the original file with the import.

Publisher

Turn the approved product changes into a customer announcement, blog draft, social post, and image brief.

Branded access

Give staff and customers one branded place to sign in.

RepCloud can give your company a branded hub at yourcompany.repcloud.app. Staff see the tools they are allowed to use, while customers get limited portal access. You can also point a custom domain to the appropriate hub or portal.

Hubyourcompany.repcloud.app

Staff appsCRM · Workspace · Drive

Customer portalApproved access only

Custom domainportal.customer.com

Pricing

Start with CRM, then add the sales tools your team needs.

RepCloud CRM is the core plan. Starter includes 1 user, and Team includes 3. Pro and Suite have no preset user cap and use one flat workspace price. CRM Pro includes 25 GB plus approved Dropbox, Google Drive, and OneDrive connections. Add the paid Drive add-on for 50 GB and advanced file controls—or choose Suite for all four apps.

CRM Start here

Workspace Inbox and tasks +$79/mo

Drive Advanced file controls +$49/mo

Publisher Blogs, email, and social posts +$79/mo

Suite Best bundle $299/mo

CRM

Starter

$39/mo

Or $390/year. That includes two months free.

For a solo rep or small starting workspace.

Start 30-day Starter trial

1 user
100 customers
300 contacts
500 leads
1,000 products
2 GB storage
Basic Drive file home
RC Assistant Core
Customer portal
Product catalog
POs, estimates, and invoices
Email campaigns
Basic reports

Recommended CRM

Team

$99/mo

Or $990/year. That includes two months free.

For rep firms and inside sales teams with shared CRM work.

Start 30-day Team trial

3 users
500 customers
Unlimited contacts
2,500 leads
5,000 products
10 GB storage
Basic Drive file home
RC Assistant Core
Shared customer records
Customer portal
Product catalog and pricing
Order management
Marketing lists and reports

CRM

Pro

$199/mo

Or $1,990/year. That includes two months free.

For growing teams that do not want preset CRM limits on users, customers, contacts, leads, or products.

Start 30-day Pro trial

One flat workspace price with no preset user cap
No preset customer cap
No preset contact cap
No preset lead cap
No preset product cap
25 GB storage
Browser file home with internal sharing
RC Assistant Core; AI credit packs available
Dropbox, Google Drive, and OneDrive connectors included
Campaign templates
Customer segments
Advanced product management
More room for files and media
Paid Drive add-on available for 50 GB, external links, portal publishing, version controls, desktop sync, offline files, and a dedicated iPhone app

Bundle

RepCloud Suite

$299/mo

Or $2,990/year. That includes two months free.

Bundle price for CRM Pro + Workspace + Drive + Publisher.

Save $107/mo (26%) compared with buying the four components separately.

For teams that need CRM Pro plus Workspace, Drive, and Publisher.

Start 30-day Suite trial

CRM Pro plan limits
Workspace for inbox, calendar, approvals, drafts, tasks, and Mac app access
Publisher for blogs, social posts, and customer email copy
Paid Drive add-on features with 50 GB, portal publishing, revocable external links, version controls, desktop sync, offline files, and a dedicated iPhone app
RC Assistant and Publisher AI features; credit packs available
Additional storage is available when your team needs more room

Drive options

Connect your files—or add the complete Drive experience.

CRM Pro already connects the cloud storage your team uses. The paid Drive add-on adds more RepCloud storage and dedicated desktop and phone apps for teams that want advanced delivery, history, and offline access.

Included with CRM Pro

Connect the storage you already use.

Keep 25 GB in RepCloud, browse approved Dropbox, Google Drive, and OneDrive folders, upload files, and share internally with your team.

Paid Drive add-on · $49/month

Manage and deliver files through RepCloud.

Increase RepCloud storage to 50 GB and add revocable external links, customer portal publishing, version history and restore, desktop sync, offline files, and the dedicated RepCloud Drive iPhone app.

Manage extras in one place. Add apps, buy AI credits, and review your current plan in Account Center. Contact us when you need more storage.

Open Account Center Ask about storage

Pricing FAQ

What to know before starting a trial.

How long is the trial?

CRM Starter, Team, Pro, and RepCloud Suite include a 30-day trial. Individual add-on trials are managed inside Account Center.

Can we pay annually?

Yes. The annual prices shown above include two months free compared with monthly billing.

How many users are included?

Starter includes 1 user and Team includes 3. Pro and Suite use one flat workspace price with no preset user cap.

How do add-ons work?

Workspace, paid Drive, and Publisher are enabled and managed through Account Center. Suite bundles all three with CRM Pro.

Are AI credits included?

CRM plans include RC Assistant Core. Additional AI credit packs are available, and Suite includes the Assistant and Publisher AI features described above.

What storage is included?

Storage depends on the plan: Starter includes 2 GB, Team 10 GB, CRM Pro 25 GB, and the paid Drive add-on 50 GB. Contact us if your team needs more room.

Can we cancel?

You can review subscription and billing options in Account Center. Before cancelling, export any records or files your team must retain and confirm the effective date shown for the subscription.

What happens after a trial?

Account Center shows the trial status and available subscription choices. Confirm a paid plan before the trial ends if the workspace needs uninterrupted access.

Next step

See how RepCloud fits your sales process.

Start with a walkthrough of CRM, Workspace, Drive, Publisher, and RC Assistant, then choose the setup your team needs.

Start 30-day CRM trial Book a demo

Manage customers, orders, files, and follow-up in one sales system.