CRM for building materials suppliers
Bring customer relationships, quotes, and project leads into one place. Give your team clear follow-up tasks and connected sales data to guide the next conversation.
Bring quotes and leads into one sales view
- Bring quotes and project leads from supported ERP, manufacturer, permit, website and email sources into one place.
- Keep connected customer and jobsite information with each opportunity. Your reps can log conversations and use assignments and reminders to plan follow-up.
Find relevant project leads
- Bring in permit leads through connections such as Construction Monitor.
- Filter permit leads by the project types and regions your team serves.
- Use AI to match leads to existing customers and addresses, and automatically route them to the assigned sales rep.
- Automatically route new leads to your sales manager, then assign an owner and track follow-up.
Identify cross-sell opportunities
- Group connected quotes by project and surface cross-sell opportunities in the product categories you sell. Give your team context for the next customer conversation.
Follow up on web and mobile
- Add, view and update leads from your browser or mobile app.
- Use the Outlook and Gmail integrations to send emails, and make calls through the web or mobile app.
How it works
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Connect
Bring supported ERP feeds and lead sources together.
Automate
Assign leads and prompt the next follow-up.
See & act
Review role-based dashboards and outreach history.
Building suppliers grow stronger with SalesJack
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FAQs
The CRM brings customer relationships, opportunities and follow-up together. Find workflow examples for multi-category dealers, lumber yards, hardware stores with pro accounts, drywall and insulation dealers, millwork and custom trim suppliers, window and door showrooms, and building materials manufacturers.
Can you integrate with my ERP?
SalesJack builds data feeds for supported industry ERPs, including Epicor BisTrack, ECI Spruce, and DMSi Agility. We review your ERP environment, permissions, available data, field mapping, and update cadence before confirming the connection. For manufacturers, this does not imply access to dealers' systems or sell-through data.
Explore ERP integrationsIs SalesJack a web platform?
Yes. Access SalesJack through your browser or use the Apple and Android mobile apps.
Does SalesJack support email and text marketing?
Yes. You can run newsletters, drip campaigns, automations and rep-specific outreach from the platform.
Where is my data stored?
Your data is stored on an encrypted cloud platform hosted in the United States.
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Ready to see SalesJack
for your team?
We'll tailor a live demo to your sales process and available data.