Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
RepCard is a door-to-door sales platform and sales enablement tool designed for home services companies running outside sales teams. Instead of managing reps across separate canvassing software, standalone CRMs, recruiting platforms, and marketing tools, field sales organizations consolidate everything into RepCard's Sales Operating System.
The platform covers four pillars of field sales operations. Recruit: source and onboard new reps with built-in recruiting workflows and team-building tools. Train: get reps field-ready with structured onboarding, training content, and performance benchmarks. Sell: manage territories, track rep activity in real time, capture leads at the door, and move deals through the pipeline with full visibility into every stage. Market: automate customer follow-up with digital business cards, personalized video introductions, and smart engagement notifications that alert reps the moment prospects interact with their content.
Sales managers get performance analytics, rep leaderboards, pipeline reporting, and real-time dashboards across their entire field sales team. Reps get mobile-first tools that match how outside sales actually works, not a desktop CRM forced onto a phone. Everything is accessible from one login with zero double entry between systems.
Roofing, solar, pest control, HVAC, and fiber companies use RepCard to run their entire door-to-door sales operation from a single platform. Built by a team that has recruited, managed, and sold door-to-door across multiple home services verticals, every feature exists because the team hit that wall with existing field sales tools first. RepCard is the all-in-one alternative to stitching together disconnected apps that were never designed for outside sales teams.
Description
RoofLink serves as a comprehensive CRM solution specifically designed for roofing industry professionals, equipping them with an extensive array of tools to enhance and automate multiple facets of their business operations. Among its standout features is a built-in roof measuring tool that accurately captures dimensions for gutters, ridge vents, and fencing, which aids in formulating detailed project estimates while also allowing for immediate profit margin assessments. The platform boasts complete inspection functionalities, which help maintain organized records of roofing projects through job photo management and the ability to create polished PDF reports that are ideal for insurance claims. Additionally, the product library is efficiently managed with a pre-loaded supplier database, making it easy to generate estimates, work orders, and material requests straight from the roof measurement tool. RoofLink further enhances sales efforts with its canvassing and lead generation features, permitting teams to allocate and visualize sales territories, strategically avoid overlaps, and incorporate real-time weather and radar information into their planning. This integration of tools not only improves efficiency but also ensures that roofing professionals can respond swiftly to market demands and customer needs.
API Access
Has API
API Access
Has API
Integrations
Zapier
Agolix by Assessment Generator
CompanyCam
ContractorHUB
EagleView
FieldRoutes
HOVER
QuickBooks Online
Siro
Stripe
Integrations
Zapier
Agolix by Assessment Generator
CompanyCam
ContractorHUB
EagleView
FieldRoutes
HOVER
QuickBooks Online
Siro
Stripe
Pricing Details
$20/user per month
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
RepCard
Founded
2019
Country
United States
Website
repcard.com
Vendor Details
Company Name
RoofLink
Founded
2019
Country
United States
Website
rooflink.com
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Product Features
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management