Accounts
Customer records carry the relationship, not just the name.
Profiles, contacts, groups, classifications, portal status, shared files, notes, tasks, orders, estimates, invoices, and account tags stay connected to the customer record.
RepCloud CRM
Know every customer. Move every order.
Keep customer history, products, pricing, portals, and orders in one place—so your team can act without reconstructing the story.
Built for reps and teams managing customers
Customers
Customer portal
Catalog
Pricing
Orders
Lead finder
Campaigns
Reports
Account Center
Customer work
Customers, orders, and catalog stay in the same story.
Use CRM as the customer home base, then move naturally into portal access, draft orders, product details, pricing, campaigns, and follow-up.
CustomerAccount history and portal access.
OrderPOs, estimates, and invoices.
CatalogProducts, media, and pricing.
What CRM handles
Not just contacts. The whole customer and sales operation.
CRM is where customer records, portal access, product data, pricing rules, order history, lead work, documents, campaigns, reports, and team settings stay connected.
Accounts and contacts
Customer profiles, contacts, classifications, groups, reps, notes, files, portal status, and relationship history.
Customer portal
Branded customer logins for products, promos, insights, shared files, purchase orders, estimates, invoices, team access, and support.
Lead finder and territory
Prospect lists, readiness, tasks, reminders, map-based search, duplicate checks, and trip planning for field reps.
Catalog and customer buying
Product records, catalog visibility, categories, media, price/MAP context, inventory feeds, promos, filters, and suggested carts.
Orders and documents
Purchase orders, intake review, parser profiles, estimates, invoices, attachments, shared files, and portal document visibility.
Campaigns and marketing
Marketing lists, segments, templates, campaign builder, recipient review, product blocks, delivery, analytics, and Publisher handoff.
Reports and insights
Sales dashboards, SKU opportunity, customer trends, staff activity, product performance, and portal insights.
Team operations
Tasks, tickets, demo gear, loan forms, calendar, appointment types, reminders, branding, roles, billing, and app access.
RC Assistant
Account summaries, PO extraction, product and pricing lookups, campaign drafts, and review-ready next steps.
Customer portal
Give customers a branded place to buy, review, and request help.
The portal is part of CRM, not a separate bolt-on. External contacts can browse catalog items, review orders and documents, open shared files, see account insights, and request support through controlled access.
Portal access follows the customer record.
Products, purchase orders, estimates, invoices, support, team access, shared files, and account insights can all be exposed through a branded customer login.
Files and account history stay customer-facing when you want them to be.
Portal shared files, invoices, estimates, purchase orders, support requests, and account insights are controlled from the CRM record and package rules.
Catalog and commerce data
Run product, pricing, catalog, and promotional truth from CRM.
CRM manages the catalog behind customer buying, campaigns, portals, reporting, and Publisher handoff. Products are not a side table; they are part of sales, orders, and follow-up.
Product detail with media
Product images, SKU, category, customer price, MAP/MSRP, inventory, portal visibility, dealer notes, and estimate actions.
Product pages
Buyer-facing product pages carry gallery images, customer pricing, specs, portal status, estimate actions, and draft-order context.
Pricing controls
Support MAP, customer groups, promotions, special pricing, and review-first pricing changes.
Leads and field work
Pipeline, territory, and follow-up stay attached to real accounts.
Lead boards, lead workspaces, reminders, tasks, customer conversion, campaign handoff, territory mapping, prospect search, and trip planning keep field work in the same system as the customer record.
Orders and documents
Purchase orders, invoices, estimates, and attachments sit beside the customer.
Order intake, parser profiles, PO review, invoice attachments, estimates, portal document visibility, and shared files keep commercial paperwork from drifting away from the account.
Campaigns
Turn CRM records into targeted campaigns and reviewable sends.
- Build recipient groups from customers, contacts, classifications, tags, and saved segments.
- Use Campaign Builder for audience review, setup, templates, schedule, and send confirmation.
- Keep campaign work tied to the same accounts, products, and sales team activity already in CRM.
- Hand approved product and campaign context into Publisher when it needs richer blog or social content.
Reporting
Watch sales, customer, SKU, and category trends without leaving CRM.
- Use the sales dashboard for category, product, customer, salesperson, yearly, and monthly performance views.
- Move from summary charts into deeper report tabs without sending sales analysis to another tool.
- Review SKU opportunity, customer trends, and account-level activity from the same reporting layer.
- Keep reporting close to orders, catalog, leads, and campaigns so follow-up action is immediate.
Team operations
CRM also manages the sales work around the account.
Staff roles, billing, branding, app access, support tickets, demo assets, calendars, and reminders sit in CRM so the rest of the suite works from the same customer and company records.
Support and tickets
Track customer support, RMA requests, vendor follow-up, and account needs with CRM context.
Assets and loans
Manage company-owned demo gear, loan forms, assignments, and field assets separate from sellable products.
Calendar and bookings
Manage appointments, booking types, reminders, tasks, and connected calendar activity near the account.
RC Assistant in CRM
Move from record review to safe next action.
- Summarize an account, portal state, order history, and missing contact data.
- Extract purchase order details from a PDF and route them for review.
- Check product, price, promo, inventory, and customer evidence before drafting a reply.
- Prepare campaign messaging from products, leads, customers, and reports.
- Find the record, file, task, order, portal item, or app access connected to a customer request.