Connects with your systems
CRM for lumber yards.
Keep contractor relationships moving between yard visits. SalesJack is an AI-native sales platform that brings ERP quotes, customer history and permit leads into one CRM, so your reps know which accounts and jobs to follow up on each day.
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Driving growth for retailers and lumber yards like you
Invested in growing the LBM industry
Built for contractor relationships
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Give every project a next step
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Collect quotes and estimates by jobsite so inside and outside reps can work together- Match permit and website leads to ERP accounts and the right rep
- Give reps their top quotes, permits and accounts to work each day
- Flag follow-up and cross-sell opportunities before the next contractor call
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Your quotes and permit leads in one CRM
Quotes, orders and permits sync automatically from connected sources. SalesJack matches these records and your email and call history to the customer and jobsite, so reps can see the full relationship before the next call.
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Sales tools for your yard
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Keep quoted jobs and contractor follow-up together
Bring jobsite quotes and estimates into one pipeline for inside reps, outside reps and estimators. Your reps can record a yard conversation, coordinate follow-up and work the job from the web platform or mobile app.
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AI answers and customer dashboards to plan the next call
ERP-based email and text automations for dormant accounts
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Permit leads for relevant projects in your service area
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In-person training for the people selling at your yard
Lumber yards
using SalesJack
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We set it up. Your team uses it.
1
We come to your yard and train your reps in person
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Configure your sales workflow and coach reps on account follow-up
3
Review your ERP connection and bring the right sales data into your CRM
Common questions from lumber yard owners
Does SalesJack connect with our ERP?
SalesJack builds data feeds for industry ERPs, including Epicor, ECI, DMSI, Genetiq, Flitch and Ponderosa. We will review your yard's system and confirm which quotes and customer data can feed your CRM.
Can outside sales reps use it away from the yard?
Yes. SalesJack is available through a web browser and Apple and Android mobile apps. Your reps can work from the same CRM when they are at the yard or visiting contractors.
How do permit leads reach the right rep?
SalesJack filters permits by project type and region, then matches existing customers and addresses. Existing customer leads can be assigned to their reps. New leads go to the sales manager for assignment to outside sales reps.
Can we re-engage contractors who have stopped ordering?
Yes. SalesJack supports email and text campaigns using connected customer data. Your team can target dormant accounts and send cross-sell promotions based on category spend history.
How will our team learn to use SalesJack?
SalesJack provides in-person training, one-on-one time with reps, documentation and training videos. We help your team set up the sales processes that make the CRM part of daily yard and contractor follow-up.
Can we ask questions about our yard's sales data?
Yes. SalesJack's AI chat answers plain-English questions using your own connected data. Your reps can use it alongside customer dashboards to plan contractor calls and follow-up.
See SalesJack for your yard's sales team
See how your reps can follow up on quoted jobs, plan contractor calls and work permit leads. We will review your yard's sales process and ERP connection.