Keep inbox routing, task ownership, approvals, invoice follow-up, and customer replies coordinated across the team.
RepCloud solution
RepCloud for B2B distributors.
Run catalog, pricing, quotes, purchase orders, invoices, payment follow-up, shared inboxes, files, and portal access from one connected distributor workflow.
Wholesale distribution
AV and lighting
Electronics
Accessories
Specialty retail supply
Distributor operations in one place
Catalog
Pricing
Quotes
Purchase orders
Invoices
Payments
Shared inbox
Files
Portal access
Operational fit
Inside sales, customer documents, invoicing, and order follow-up should not live in separate systems.
RepCloud lets distributor teams connect customer records, pricing, quotes, PO workflow, invoice handling, inbox review, file access, and portal delivery without rebuilding the context at each step.
Keep products, files, price sheets, quotes, invoices, and customer-facing records tied to the same commercial workflow.
Move from quote to PO, invoice, customer response, and attached documents without switching tools.
Core workflow
Handle inquiries, quotes, orders, invoices, and files from one operational stack.
- Use CRM for customers, contacts, products, pricing, quotes, invoices, and commercial account records.
- Use Workspace for shared mailboxes, follow-up, task routing, approvals, payment reminders, and draft replies.
- Use Drive for customer files, price sheets, statements, portal-safe documents, and connected storage sources.
- Use RC Assistant to cross-check customer, pricing, inventory, invoice, and document context before sending.
Where teams want accounting sync later, RepCloud can grow toward QuickBooks-style invoice and payment handoff instead of forcing finance workflow to stay trapped in email.
Shared inbox workflow
Route sales, status, pricing, inventory, invoice, and support requests through one team workspace.
Catalog and pricing
Connect product truth, customer pricing, and quote workflow to the account record.
Quotes, POs, and invoices
Keep purchase orders, invoices, shared files, and attachments near the same customer record.
Payment follow-up
Track invoice questions and payment reminders with the same customer and order context.
Customer portal
Give customers access to the right products, files, invoices, statements, and support paths.
Accounting integration path
Start with operational control in RepCloud and add QuickBooks-style sync later where invoice and payment handoff matters.