Customer Relationship Management

CRM for building materials retailers

Unify quotes, permits, and requests in one place. Auto-assign leads, nudge follow-ups, and see every conversation.

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Get all your opportunities without the manual inputs

  • We integrate ERP quotes, manufacturer quotes, permit leads, website requests, e-mail requests in one place.
  • We create opportunities that include all relevant information. All your team has to do is log their communications with their customers, everything else is done for them.
Plan My Rollout

Get new leads

  • We integrate with permit databases like Construction Monitor.
  • We filter leads so you are only getting project types and regions relevant for your team.
  • We use AI to match your existing customers and addresses, and automatically assign leads to the existing sales reps.
  • We automatically assign new leads to your sales manager and make it easy to assign to your OSRs and track results.
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Identify cross-sell opportunities

  • We consolidate all your quotes by project, and automatically surface opportunities to cross-sell additional products (windows, trusses, kitchen/bath).
Plan My Rollout

View your leads via Web Platform or Mobile App

  • Add, view and update your leads at the computer or on-the-go using our mobile app.
  • Send calls or e-mails (Outlook/Gmail integration) through our web or mobile app.
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How it works

Connect

Epicor/ECI/DMSi + web/email + permits

Automate

Assignment, reminders, and next best actions

See & act

Role-based dashboards + outreach history

Proven success in your industry

See how retailers like you are driving real growth with Customer Relationship Management

View All Case Studies
Marketing
Analytics
How Evanston Lumber Accelerated New Customer Growth 825% with SalesJack

"SalesJack was extremely hands-on with our team and made sure the platform met our needs exactly. It’s helped us tremendously in driving performance with our sales team"

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Bob Fisher
Owner, Evanston Lumber
CRM
Automation
How PARR Increased Revenue & Sales Efficiency with SalesJack

“SalesJack has been instrumental in improving our communication efficiency. It has given my team the ability to receive instant notifications when our customers pull permits or when new contractors are building nearby. It’s truly a game-changer.”

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Jon Grant
Sales Director, Parr Lumber
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FAQs

Contact
Can you integrate with my ERP?

We are able to integrate with any industry ERP (e.g: Epicor, ECI, DMSI, Genetiq, Flitch, Ponderosa). We build a data feed and will automatically update our CRM based on your existing data.

Is SalesJack a web platform?

Yes, SalesJack is a web platform you can access  from any internet browser. We also have a Apple and Android mobile app.

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.

See other features SalesJack offers

Marketing generates

Track campaign ROI

Support ensures

Campaign setup help

Prospecting adds

Target new opportunities

Analytics informs

Track campaign performance

Ready to see 
SalesJack  
at your yard?

We’ll tailor a live demo to your 
team and data stack.

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