Quotes, accounts and permit leads in one place, pulled from your ERP. Built for lumber and building materials dealers, not a generic CRM bent to fit one.
Connects to Epicor, ECI and DMSiLive in 4 to 6 weeksOn-site training included
The problem
Quotes live in the ERP. Account history lives in the ERP. Permit leads live in a spreadsheet somebody downloads when they have time. Reps who want a straight answer either log into a system built for the back office or ask someone to run a report.
So the mid-sized accounts slip. Quotes age out without a follow-up. A customer quietly stops buying a category and nobody notices for two quarters.
What SalesJack solves
Quotes sync from your ERP on a schedule that fits your system.
Reps see open quotes with age and status without logging into the ERP. Managers see follow-up activity and conversion by rep. Quotes tied to the same job address are grouped together, so a job that generated twelve separate quotes reads as one job.
Category-level buying patterns, surfaced per account.
SalesJack maps your product categories from your existing ERP groups, departments and classes, including special-order items that were never categorized. It then flags accounts whose purchase frequency has dropped and accounts buying framing but not trusses, doors but not windows.
Those alerts route to the OSR or the specialty rep automatically, for every account, not just the top accounts a manager already watches. The alert starts the conversation.
You know permit data exists. The problem is the manual work around it.
SalesJack pulls permits from the jurisdictions in your markets, matches them against your customer records to flag existing accounts versus new prospects, enriches the contact with a current phone and email, and routes each one by territory or account ownership.
No downloads, no hand-filtering, no batch of leads sitting in someone's inbox until Friday.
ERP integration
Most LBM ERPs are legacy systems. Some have an API, many do not, and none of them are a checkbox you flip on. SalesJack connects using whichever method your system actually supports: API where one exists, EDI, a VPN tunnel with direct SQL access, or scheduled file extracts.
Our team builds it and maintains it as part of onboarding. You do not hire an agency, and you do not maintain custom middleware every time your ERP changes.
Customer result
Using SalesJack workflows for permit prospecting and account management. LBM Journal published the case study, “From Permits to Profit: How AI is Driving Real Sales Growth at PARR.”
Evanston Lumber credits SalesJack CRM adoption as part of its omni-channel growth, also covered by LBM Journal.
Book a 30-minute demo
Built for a different sales motion
They are built for marketing-led sales motions and general-purpose pipelines, and they do those well. What they do not arrive with is an LBM data stack.
Go generic and you own the ERP integration, you own the data transformation, and you hire an agency that has probably never sold lumber. You pay for their learning curve, then maintain the custom work every time something changes.
| Feature | Generic CRMs | SalesJack |
|---|---|---|
| ERP integration | Custom build required, typically using complex middleware | Fully handled and maintained by our team |
| Product category mapping | Configured from scratch manually | Automated directly from existing ERP groups and classes |
| Cross-sell gap identification | Requires custom development | Built-in category tracking and rep alerts |
| Permit lead workflow | Not available out of the box | Direct regional permit ingestion and rep routing |
| Implementation timeline | Multi-month rollout plus third-party agency engagement | Live in 4 to 6 weeks |
Implementation
ERP connection established, data flowing, categories mapped against your product groups.
Permit sources configured for your markets, territory and routing rules set, historical data migrated.
On-site training with your reps and managers. Included, not an add-on.
Support for process refinement and adoption.
We will not tell you integration is plug and play.Our team handles the work from connection through rollout.
Epicor BisTrack, Epicor Eagle, ECI Spruce and DMSi Agility, among others. If you run something else, ask on the demo. What matters is whether we already have dealers live on that system, and we will tell you straight either way.
Most do not, and that is normal for this industry. We connect by EDI, a VPN tunnel with direct SQL access, or a scheduled file extract. The method changes, the outcome does not.
No, and be skeptical of anyone who says theirs is. LBM ERPs generally cannot support it. Data syncs on a schedule matched to your system, which for most dealers means reps open current information every morning.
No. The SalesJack team builds and maintains the integration as part of implementation. There is no separate engagement to scope.
Fair, and it is the objection we hear most. The difference is that reps are not doing data entry to feed a manager's dashboard. They open it to see their open quotes, their aging follow-ups and their permit leads. Ask us on the demo to show you what a rep sees on a Monday morning.
Four to six weeks from contract to go-live, covering ERP integration, category mapping, permit configuration, data migration and on-site training.
It is common and it is workable. We map categories from your existing product groups, departments and classes, and we handle special-order items that were never categorized.
Not universally, and no vendor's does. Jurisdictions vary in what they report and how quickly, and rural markets tend to have the biggest gaps. We will tell you what coverage looks like in your specific territories before you buy.
Pricing depends on your ERP, number of users and markets. We will walk through it on the demo.
Book your demo
Thirty minutes. Your ERP, your categories, your territory. If it is not a fit for how your yard sells, we will say so.
