See contacts, notes, files, orders, invoices, and portal status on the account record instead of piecing it together from inbox history.
RepCloud solution
CRM for manufacturers reps.
RepCloud fits the rep-firm model directly: accounts, contacts, territories, vendor lines, purchase orders, files, follow-up, and customer history in one sales system.
Music products
Consumer electronics
Outdoor goods
Sporting goods
Specialty retail
Wholesale distribution
Built around rep work
Accounts
Contacts
Territories
Vendor lines
POs
Campaigns
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.
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.