Rep CRM℠ Built Specifically for Manufacturer Reps

A CRM designed for sales teams who manage projects, specifications, and multiple product lines, not generic B2B pipelines. Instead of forcing reps into lead-based workflows, Rep CRM centralizes customer data, project visibility, and pipeline management into one system designed for reps.

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Rep CRM is Built for the Way Manufacturer Reps Sell

Rep CRM is more than customer tracking. It’s a complete system designed to give manufacturer reps visibility across their entire sales process, from initial specification influence to quote delivery and order tracking. Every feature is built around how rep firms operate in the field, manage multiple product lines, and navigate rep-driven sales cycles.

Project-Based Pipeline Management

Generic CRMs force reps into linear stages: lead, qualified, proposal, close. That workflow doesn’t exist in manufacturing sales. Rep CRM tracks opportunities the way they actually progress, through design phases, specification decisions, bid stages, and award timelines that can span months or years.

Built into AccuQuote

Basis of Design Tracking

Bid Stage Visibility

Long Lifecycle Tracking

Digital Project Folder

The system understands that manufacturer rep sales cycles are long, non-linear, and tied to factors reps don’t control. Pipeline reports reflect that truth.

Rep Focused Design

Reps don’t sit at desks. They’re on job sites, in contractor offices, and visiting engineers. Rep CRM is designed for that reality: mobile-first, fast data entry, and real-time updates accessible anywhere. The interface works seamlessly on phones and tablets with clear navigation and minimal clicks so reps can capture critical information in under 30 seconds.

Built for Sales Reps

Mobile-First Design

Real-Time Note Updates

Automatic Email Notifications

Customer Record Access on the Road

Reduced Administrative Time

Rep CRM cuts administrative time significantly. Simpler data entry. Fewer required fields. Intuitive navigation designed around rep tasks, not enterprise sales processes.

Integrated Quoting & Financial Visibility

Rep CRM doesn’t operate in isolation. It’s built directly to AccuQuote, creating a complete workflow from opportunity identification through quote delivery and order tracking. Reps see the entire revenue cycle in one system. Leadership gets financial visibility without asking reps for updates or reconciling data across multiple tools.

Quote Version Control

Manufacturer Pricing Management

Linked Documents and Spec Sheets

Bid Calendar Integration

Real-Time Pipeline Tracking

Visibility isn’t delayed until the month-end reports. It’s available in real time, giving leadership the data needed to make confident decisions about resource allocation, territory coverage, and manufacturer performance.

Multi-Manufacturer Relationship Management

Generic CRMs assume a single company, one product line, and one commission structure. Manufacturer reps don’t operate that way. Rep CRM is built around the reality that reps manage multiple principals, each with different products, pricing, and relationships. The system handles that complexity without requiring workarounds or custom fields.

Designed for Rep Agencies

Customer Relationship History

Line Card Management

Cross-Line Opportunity Tracking

Commission Alignment via AccuTrack

Leadership gains visibility into which manufacturers work together frequently, where cross-selling opportunities exist, and how multi-line projects impact pipeline value.

Our Rep CRM Software Features

Rep CRM is more than customer tracking; it’s a complete platform with tools designed to optimize every aspect of manufacturer rep sales management.

Real-time Pipeline Tracking

Monitor project status instantly with updates tied to real rep timelines. See where opportunities stand without chasing reps for updates.

Bid Calendar Integration

Track deadlines and milestones in one visual view. Bid dates sync automatically with project records, eliminating manual calendar updates.

Automatic Email Notifications

Stay informed on project changes, follow-ups, Bid dates, and updates. Timely alerts keep your team on track without micromanagement.

Sales Rep Activity Tracking

Monitor engagement, follow-ups, and opportunity progress. See which reps are active, where attention is needed, and how pipeline is developing.

Manufacturer Line Visibility

See product lines attached to each opportunity. Track which manufacturers are generating activity and where cross-line opportunities exist.

Digital Project Folder

Store specs, quotes, pricing, and communications in one place. Everything related to a project lives together, accessible to anyone who needs it.

Quote Integration

Built directly to AccuQuote for seamless workflow. Quotes link automatically to opportunities, maintaining continuity from beginning through delivery.

Mobile Access

Access Rep CRM from anywhere with a fully mobile-ready platform. Update projects, log notes, and check customer data from the field.

Specification Tracking

Link spec documents to projects and track the basis of design status. Know where your line is specified and where follow-up is needed.

What Our Clients Say About ROM

“Quoting and Tracking Software for Manufacturers Representatives. Great pricing per user. Easy to set up templates. Quoting complex jobs is simple and quick. The phone app provides access while visiting the customer’s office.”

James Y. C.★★★★★ G2 Review

“We’re experiencing better visibility for our project opportunities, a unified look to our proposals across multiple offices, and a reduction in the amount of time to develop a proposal. I am sure that higher closure rates and higher margins will be attained.”

Chris R.★★★★★ Capterra Review

“Targeted value delivered with thoughtful and responsive customer service. Rep Order Management delivers a high-value product specifically designed for the customer’s application that directly correlates to increased functionality.”

Kaylyn A.★★★★★ G2 Review

Still Using a CRM Built for Someone Else’s Sales Process?

Rep CRM is included with AccuQuote at no additional cost. No separate subscription. No extra per-user fees. Just a complete system designed specifically for how manufacturer rep firms operate. Stop fighting your CRM. Start using one built for the way you actually sell.

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Rep CRM: Frequently Asked Questions

Is Rep CRM included with AccuQuote?

Yes. Rep CRM is included with AccuQuote at no additional cost. There are no separate subscription fees or per-user charges for Rep CRM functionality. When you use AccuQuote, you get complete access to Rep CRM as part of the platform.

How is Rep CRM different from Salesforce or HubSpot?

Rep CRM is built specifically for manufacturer representatives. Unlike generic CRMs designed for direct sales teams, Rep CRM handles multi-manufacturer relationships, specification tracking, and rep-timeline sales cycles natively, without requiring heavy customization. Generic CRMs force reps into account-based workflows and linear pipeline stages that don’t match how manufacturer reps actually sell.

Can Rep CRM track multiple manufacturers per opportunity?

Yes. Rep CRM is designed around the reality that a single project might involve multiple manufacturers. You can track which product lines are included in each opportunity, manage manufacturer-specific pricing and contacts, and report by principal without custom fields or workarounds.

Does Rep CRM work on mobile devices?

Yes. Rep CRM is mobile-first, designed for sales reps who work from job sites and customer offices. The platform works seamlessly on iPhone, Android, tablets, and desktop, with full functionality across all devices. Reps can update projects, log notes, and access customer data from anywhere.

How does Rep CRM integrate with AccuQuote?

Rep CRM and AccuQuote are built on the same platform. Opportunities in Rep CRM connect directly to quotes in AccuQuote. When a rep generates a quote, it links automatically to the project record. Leadership sees complete pipeline visibility from initial opportunity through quote delivery and order tracking, all in one system.

Can Rep CRM track specification activity?

Yes. Rep CRM tracks specification documents, basis of design status, and alternate positioning via AccuQuote. Reps can link spec sheets to projects, monitor whether their line is specified or competing, and maintain visibility across long design timelines before bids go out.

How long does it take to onboard new reps to Rep CRM?

Rep CRM is designed for fast onboarding. Most reps are productive within hours, not weeks. The intuitive interface and mobile-first design mean reps don’t need extensive training to start logging projects, updating pipeline, and accessing customer data. Training is measured in hours, not days.