Keep your systems
Keep operations, product configuration and source project data in the systems built for those jobs.
All your data and systems, integrated into one Sales Platform
SalesJack connects permit data, ERP records, manufacturer orders, and email and call history. AI matches each record to the right company and jobsite, giving your reps one consolidated customer view.
Talk through your setup
One customer view
Automate CRM updates
SalesJack maps approved dealer data into the workflows your sales team needs.
Act on the signal
Reps and managers get clearer follow-up, account, and growth priorities.
ERP and point of sale
Keep operational systems in place and review the customer and sales data your reps need.
DMSi Agility
See how SalesJack connects with DMSi Agility to automate CRM updates and help LBM sales teams act on order history, account movement, and cross-sell opportunities.
ECI Spruce
See how SalesJack connects with ECI Spruce to automate CRM updates and help LBM sales teams act on quotes, order history, account trends, and category opportunities.
Epicor BisTrack
See how SalesJack connects with Epicor BisTrack to automate CRM updates and help building materials sales teams act on quotes, account trends, and cross-sell opportunities.
Flitch
Bring sales and order context into the rep's account workflow.
GenetiQ
Connect ERP context with customer follow-up and account growth.
Estimating and quoting
Plan the handoff from estimates and configured quotes to the customer conversation.
Window and door suppliers
Keep manufacturer workflows distinct while reviewing useful quote and order context.
Project and permit data
Find relevant activity and define how it should reach your sales team.
Platforms
Bring email and call history into the same customer conversation.
The right connection starts with your setup
Confirm the product, edition, permissions and licensed data available to your business. Then agree the connection method, field mapping and update timing. Vendor API documentation describes possible access, not a guarantee that every field or workflow is available in SalesJack.
Read the ERP-to-CRM integration guideSee SalesJack for your full catalog
See how your reps can follow up on contractor projects and find the next category to sell. We will review your product mix, team and ERP connection.