See contacts, notes, files, orders, invoices, and portal status on the account record instead of piecing it together from inbox history.
For manufacturers’ rep firms
Keep every line, account, and follow-up connected.
Give the whole rep firm one place for customer history, territories, vendor lines, pricing, purchase orders, files, and follow-up.
Built around rep work
Accounts
Contacts
Territories
Vendor lines
POs
Campaigns
Field reports
Portal access
Why it fits
Rep firms need the account, line card, and follow-up in the same place.
RepCloud keeps the customer story connected across outside sales, inside support, vendor communication, and customer-facing documents.
Keep products, brands, pricing, promotions, and campaign work tied back to the customer and the rep team handling the line.
Support territory work, trip planning, lead review, PO intake, and customer follow-up without splitting the process across separate tools.
Field reporting
Finish the visit before you leave the parking lot.
RepCloud for iPhone helps outside reps turn store visits, product demos, training, merchandising checks, and service follow-up into structured reports while the details are still fresh.
- Choose the customer and start the right field-report form from the phone.
- Capture visit answers, notes, photos, and location context on the road.
- Submit directly to RepCloud for manager review, approval, or requested follow-up.
- Keep the report connected to the customer so inside sales and leadership can act without chasing a recap.
RepCloud for iPhone
Capture at the customer
Photos and visit details
Review and follow-up
Daily workflow
Work the account from lead to repeat order.
- Track accounts, contacts, classifications, dealer status, assigned reps, and relationship notes.
- Run lead and territory workflows for field reps and inside sales without losing context when an account converts.
- Handle POs, estimates, invoices, and attachments from the same customer record.
- Use Workspace and RC Assistant to turn inbox questions into checked replies and next actions.
Territory and field work
Lead finder, maps, trip planning, reminders, and rep-ready account follow-up.
Customer documents
Invoices, estimates, purchase orders, files, and portal-safe shared records.
Vendor-facing coordination
PO intake, follow-up, approvals, and line-specific product context near the account.
Customer-facing portal
Expose the right products, files, and documents to dealers or customers through controlled access.
Campaign support
Use product and account context to build rep-ready lists, promos, and marketing sends.
Reporting
Watch customer, SKU, and rep activity without exporting the core sales story out of the app.