Manufacturers’ reps
Keep every line, territory, dealer, and opportunity straight.
Give outside reps, inside sales, and management one view of the customer and the work in progress.
See the rep-firm workflow →
RepCloud CRM
Give your sales team one place to see the account and move the order.
When a customer calls, your rep should know who they are, what they buy, the right price, what is still open, and what happened last—without asking around.
Bring us one real, non-sensitive sales scenario. We’ll show you how your team would handle it in RepCloud.
Products + pricing
Orders + intake
Everything your team needs to take care of the customer
Customers
Customer portal
Catalog
Pricing
Orders
Lead finder
Campaigns
Reports
Follow-up
When a customer calls
Your rep should be ready to help—not hunting for information.
RepCloud keeps the account, product details, pricing, order work, and follow-up together so the next person can pick up where the last one left off.
- 1Pull up the account
See the buyers, locations, last conversation, open orders, files, and who owns the relationship.
- 2Give the right answer
Check the product, current price, promotion, inventory note, or approved document while the customer is still on the phone.
- 3Get the order right
Review the PO, catch pricing or product issues, and keep the original document with the order.
- 4Make sure it gets done
Assign the next step, record the outcome, and give everyone a clear view of what is still outstanding.
The customer record
No more “Who talked to them last?”
- See every location, buyer, represented line, assigned rep, and important relationship detail.
- Keep calls, notes, tasks, files, emails, quotes, orders, and invoices with the customer.
- Let inside sales and outside reps work from the same history instead of maintaining separate notes.
- Know what needs attention before the customer has to remind you.
Built for real sales operations
For teams that sell products through long-term customer relationships.
If your reps deal with catalogs, price lists, POs, territories, dealer locations, and repeat business, a basic contact-and-pipeline CRM leaves too much of the job somewhere else.
Brands
Give your team and dealers current product information.
Manage dealer accounts, pricing, catalogs, content, and approved access without passing spreadsheets around.
See the brand workflow →Distributors
Keep customer pricing and order history close at hand.
Help the team answer questions, build orders, and follow through without jumping between disconnected systems.
See the distributor workflow →Products, pricing, and orders
Pricing and order mistakes cost time—and customer trust.
Your reps should be able to confirm the item, apply the customer’s price, and spot a problem before a bad order gets any farther.
- Find the SKU, product details, images, inventory notes, and approved sales material in one place.
- See exactly which customer, group, quantity, promotional, or special price was applied.
- Review incoming POs against the customer and catalog before the order is entered.
- Keep the original PO and any exceptions attached so nobody has to reconstruct what happened.
Customer portal
Give customers the answers they usually have to call you for.
- Let approved contacts find products, price lists, shared files, quotes, invoices, and POs.
- Decide what each customer can see instead of giving everyone the same generic portal.
- Keep support requests tied to the account and the team responsible for it.
- Give customers a better experience without taking their rep out of the relationship.
Keep the team connected
Your reps are not always sitting at a desk.
Whether they are in the office, visiting an account, or catching up after hours, they should be working from the same customer information.
In the office
Run the day-to-day sales operation.
Manage accounts, products, pricing, orders, leads, campaigns, support, tasks, and reporting from the browser.
On the road
Log the visit before the details get lost.
Record notes, photos, field reports, and follow-up from Mac or iPhone while the visit is still fresh.
See RepCloud apps →During follow-up
Keep the email and files with the work.
Move from the customer record to the conversation or document you need without hunting through inboxes and folders.
Explore Workspace →
RC
RC AssistantUsing permitted RepCloud records
Ready to review
You
What needs attention on the North Coast Music Supply account?
RC Assistant
OrderPO-RC260612-1042
PricingCustomer price exception
AccountMissing purchasing contact
I found three items worth reviewing before the next follow-up.
One line still needs a product match.
The monitor pair discount needs confirmation.
The account has no primary purchasing contact.
CRM accountPurchase orderProduct pricing
Review orderDraft follow-upNothing changed yet
RC Assistant
Use AI to catch what needs attention—not to run the account.
- Get a quick account summary before a call or visit.
- Pull order details from a PDF and flag anything that needs a person to review it.
- Check the customer, product, price, promotion, and inventory before drafting a reply.
- Find the record, file, task, or order behind a customer question.
- Prepare the follow-up while your rep stays in control of what gets sent or changed.
Twenty-minute fit check
Bring us the process your sales team complains about most.
We’ll show you how RepCloud would handle it, answer the hard questions, and tell you plainly if it is not a fit.