Rep CRM by Rep Order Management
Rep CRM is a cloud CRM designed for manufacturer representatives.
What Rep CRM by Rep Order Management is
Rep CRM is a cloud CRM designed for manufacturer representatives. It provides visibility from basis specification through quote delivery and order tracking, and follows opportunities through design phases, specification decisions, bid stages, and award timelines that may span months or years. The CRM is built into AccuQuote, so quotes link automatically to project records. An opportunity can include multiple manufacturers, with manufacturer-specific pricing, contacts, and principal reporting. Other listed features include real-time pipeline tracking, bid calendar integration, automatic email notifications, sales-rep activity tracking, digital project folders, and specification tracking. Rep CRM works on iPhone, Android, tablets, and desktop. ROM says it offers around-the-clock customer support, customized onboarding, and on-demand training resources. Teams can request a sandbox account by engaging with staff, but there is no free plan. AccuConnect provides connections to Sage, QuickBooks, NetSuite, inventory systems, and custom APIs.
Good
- Tracks opportunities across design, bid, and award stages
- Quotes link automatically to project records
- Supports multiple manufacturers within one opportunity
- Works on iPhone, Android, tablets, and desktop
- AccuQuote connects to accounting and inventory systems
Watch out
- No free plan
- Rep CRM requires AccuQuote
Who it suits
Rep CRM suits manufacturer representative firms managing long sales cycles, bids, specifications, and quotes. It is built for teams using AccuQuote and needing mobile access across phones, tablets, and desktop.
Verdict
Rep CRM focuses on the project and quoting process used by manufacturer representatives, with multi-manufacturer opportunities and mobile access. Consider AccuQuote’s seat costs and included features when assessing the full package.
Plans and prices
From Rep CRM by Rep Order Management's own pricing page, checked 1 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| AccuQuote (includes Rep CRM) | $275 a month | Includes 5 seats · additional seats start at $55/month · /a Month |
| AccuQuote + AccuTrack (includes Rep CRM) | $500 a month | Includes 5 seats · additional seats start at $100/month · /a Month |
The facts
Each one read from Rep CRM by Rep Order Management's own pages, with the date it was checked.
What it does
- Core features
- Features include real-time pipeline tracking, bid calendar integration, automatic email notifications, sales-rep activity tracking, digital project folders, and specification tracking.checked 1 Oct 2026
- CRM pricing
- Rep CRM is included with AccuQuote at no additional cost and has no separate subscription or per-user charge.checked 1 Oct 2026
- Integrations
- AccuConnect offers connections to Sage, QuickBooks, NetSuite, inventory systems, and custom APIs.checked 1 Oct 2026
- Mobile access
- Rep CRM is mobile-first and works on iPhone, Android, tablets, and desktop.checked 1 Oct 2026
- Multi-manufacturer support
- A single opportunity can include multiple manufacturers, with manufacturer-specific pricing, contacts, and principal reporting.checked 1 Oct 2026
- Onboarding
- The company says most reps become productive within hours rather than weeks.checked 1 Oct 2026
- Pipeline
- The CRM tracks opportunities through design phases, specification decisions, bid stages, and award timelines that can span months or years.checked 1 Oct 2026
- Privacy and GDPR
- ROM states that it has a data protection program intended to comply with existing law and GDPR data-protection principles.checked 1 Oct 2026
- Purpose
- Rep CRM is designed for manufacturer representatives and provides visibility from basis specification through quote delivery and order tracking.checked 1 Oct 2026
- Quoting integration
- Rep CRM is built directly into AccuQuote, and quotes link automatically to project records.checked 1 Oct 2026
- Security
- The SaaS agreement says AccuQuote will protect registration data and other user information with commercially reasonable security measures.checked 1 Oct 2026
- Support
- ROM says its customer support team is available around the clock, with customized onboarding and on-demand training resources.checked 1 Oct 2026
- Target market
- ROM describes its platform as purpose-built for manufacturer representatives and supports rep firms throughout the United States and Canada.checked 1 Oct 2026
The company
- Founded
- 2018checked 28 Sep 2026
- Headquarters
- Maryland, United Stateschecked 28 Sep 2026
Money
- Free access
- ROM says it does not offer a free plan but can provide a sandbox account when a team engages with its staff.checked 1 Oct 2026
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