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
SalesJack connects customer records, quotes and order history from your ERP with your CRM. Reps can see buying patterns, identify cross-sell opportunities and plan account follow-up without replacing your operational systems.
We review the data, permissions and update timing available in your setup, then map the information your sales team needs into its customer workflows.
Supplier order management
Bring quote and order context from window, door and truss suppliers into the customer conversation. Keep product configuration and ordering in the systems built for those jobs, while helping reps keep sales follow-up on track.
We review each supplier's available data and connection method, then agree how useful quote and order information should connect to your customers and projects.
Project and permit data
Connect project and permit activity to the customer and jobsite. Give reps relevant leads and account context so they can prioritize outreach and follow-up.
Workspace Platforms
Connect the tools your team uses for email, documents and spreadsheets. Bring customer communication into the sales workflow alongside your ERP and supplier data.
For Microsoft 365 and Google Workspace, including Gmail, Google Docs and Google Sheets, we review the applications and permissions in your setup and agree what information your team needs to connect.
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.