Customer records that hold the relationship, not just a name.
Profiles, contacts, classifications, groups, portal status, shared files, orders, notes, tasks, and sales context stay attached to the customer record.
RepCloud CRM
The operating CRM for sales teams.
RepCloud CRM connects the full customer operation: accounts, contacts, leads, activity, orders, documents, portals, campaigns, reporting, products, pricing, and assistant workflows.
CRM covers the full customer workflow
Accounts
Contacts
Leads
Tasks
Orders
Portal
Campaigns
Reports
Core CRM
Run the whole customer operation from connected records.
CRM gives the suite its customer and commercial truth. Products and pricing matter, but they sit beside the real CRM work: accounts, contacts, leads, activities, tasks, orders, campaigns, portals, and reporting.
Accounts and contacts
Track customers, reps, buyers, vendors, classifications, groups, and relationship history.
Leads and pipeline
Manage prospects, lead stages, reminders, task ownership, and handoffs from first touch to customer.
Tasks and activity
Keep follow-up, internal work, customer requests, and operational tasks tied to the records they belong to.
Orders and documents
Connect purchase orders, invoices, estimates, shared files, and customer portal activity.
Products and pricing
Maintain catalog data, price lists, product media, vendor references, rules, and customer-specific context.
Customer portals
Give external customers a branded login for orders, invoices, documents, support, and product access.
Campaigns and lists
Build marketing lists, email templates, campaign flows, and sales communications from CRM data.
Reports and management
Keep managers close to account activity, product opportunity, staff tasks, and operational progress.
Suite context
Let Workspace act on CRM records, Drive store the files, Publisher create content, and RC Assistant help move work forward.
Operating areas
A CRM built around how sales teams actually work.
Pipeline and task work stay close to the customer.
Lead stages, reminders, next steps, staff assignments, and task boards are part of the CRM workflow, not a separate project tool.
Commercial details are connected to the account.
Orders, documents, product pricing, product media, and customer-facing portal records sit beside the people and companies they belong to.
Commercial workflow
Orders, products, pricing, and portal activity stay connected.
RepCloud CRM supports the operational work around the sale: product catalogs, price context, purchase orders, invoices, estimates, files, and customer-facing portal records.
Customer portal
Give external customers branded access to orders, invoices, documents, products, and support.
Campaign audiences
Build marketing lists and outreach from account, contact, group, and classification data.
Reports
Review sales, staff activity, product opportunity, and operational reporting from the same system.
Campaigns and reporting
Turn CRM data into outreach and management visibility.
- Build marketing lists from account, contact, classification, and customer context.
- Send campaigns from CRM-managed audiences and templates.
- Review sales, SKU opportunity, staff activity, and operational reports.
- Move campaign source material into Publisher when it needs deeper content work.
RC Assistant in CRM
Move from record review to real action.
- Summarize an account and highlight missing contact data.
- Extract purchase order details from a PDF and route them for review.
- Draft customer follow-up based on recent account activity.
- Prepare campaign messaging from product and customer context.
- Find the file, record, task, order, or portal item connected to a customer request.