Features | Rep Cloud

RepCloud was built for sales professionals just like you.

Purchase Orders

Quickly create accurate, branded purchase orders. Assign various discount rules that apply automatically based on the customer's programs.

Order History

Keep an accurate history of what your customers have ordered. Search, sort, edit, print and download copies as needed.

Sales Reporting

Easily analyze performance of products, brands, customers and sales reps using the various filtering & reporting options included.

Customer Portal

Allow your customers to place orders and access shared documents at a time that is convenient for them, from any device on the web.

Product Catalog

Modernize your sales calls with an interactive ordering process. Give customers easy access to images, content and more. Export to CSV.

Integrated CRM

Manage invites and meeting schedules, log call activity, record account notes, set follow up tasks, create emails, lists, and more.

Get to know our full feature set.

There are 3 main RepCloud user roles.

Sales Manager

Admin level access for managing products, pricing, customers, sales reps, and purchase orders as well as running reports and email marketing campaigns. Assign access levels to other accounts.

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Sales Rep

Manage customers and account info, log activity in the CRM, view sales reports, create new purchase orders, and 'shop as the customer' for an interactive walk through your catalog during client visits.

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Customer

Access to a private dedicated portal allows customers to view your product catalog, order history, download shared files, and place new orders with just a few simple clicks.

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The data you need.

Instant access to detailed sales history, product information, customer data, and communications is vital in today's fast moving and competitive marketplace.

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