The CRM built for manufacturer's reps.
Not another Salesforce clone. Purpose-built for rep agencies who manage multiple manufacturers, complex territories, and relationships that actually matter.
Free 14-day trial. No credit card required.
Tired of CRMs built for enterprise sales teams?You're not alone.
Every feature designed around the unique challenges of managing multiple manufacturers, territories, and distributor relationships.
Give manufacturers visibility without giving up control. Read-only access, scheduled reports, shareable activity summaries. Appease principals without handing over your CRM.
Optimized routes based on your territory, visit frequency goals, and account health. Plan your week in minutes, not hours. Not just pins on a map.
Track what your agency earns, not just individual reps. Rate hierarchies by manufacturer, account, and product line. See expected vs received at a glance.
Migrate from RepFabric, Salesforce, HubSpot, Zoho, or spreadsheets in minutes. Intelligent column mapping. Your data, portable by design.
Algorithmic health scores based on activity recency, visit patterns, and engagement. Know which accounts need attention before it's too late.
Native iOS app and PWA. Log calls, visits, and activities from the field. Voice transcription. Designed for reps who live on the road.
Gamified engagement tracking. Build habits, maintain momentum, and celebrate consistency. See team streaks at a glance in Team Hub.
Real-time activity feed across your agency. Performance visibility, leaderboards, and team-wide analytics. Keep everyone aligned without micromanaging.
Your data belongs to you. Export everything, anytime. No lock-in, no extraction fees, no games. Leave whenever you want (but you won't want to).
Google Calendar sync with context. See account history, health score, and open opportunities before every meeting. Never walk in blind.
Connect Gmail or Outlook. Emails automatically link to contacts and accounts. Full conversation history without manual logging.
Upload sales reports from principals. Auto-match to accounts, track YTD vs prior year, identify coverage gaps. All your manufacturers' data in one place.
Our universal import handles RepFabric, Salesforce, HubSpot, Zoho, Pipedrive, and plain spreadsheets. Intelligent column mapping means less cleanup. Your accounts, contacts, activities, and opportunities — moved in one session.
Stop emailing spreadsheets. Stop giving manufacturers access to your entire CRM. The Principal Portal gives them exactly what they need — sales data, activity logs, pipeline visibility — scoped to their products only. You stay in control.
Join the rep agencies who've made the switch. Your data migrates in minutes. Your sanity returns immediately.
Free 14-day trial. Import from RepFabric, Salesforce, or spreadsheets.