SalesJack is a cloud‑based sales platform designed for building material retailers, consolidating leads from permits, web inquiries, and quotes into a single view. It automatically assigns leads to reps based on territory or expertise, syncs ERP quotes to the CRM, and logs communications from calls, texts, and email without manual entry, helping teams close more deals faster.
Funding
Funding not disclosed
Founders
Product
Problem
Building material retailers often struggle with fragmented lead sources—permits, web inquiries, and ERP quotes—requiring manual data entry and causing delays that let sales opportunities go cold.
Solution
SalesJack offers a cloud‑based CRM that aggregates all lead channels into a single dashboard and automatically assigns each lead to the appropriate sales representative based on territory and expertise. The platform syncs ERP quotes in real time, logs calls and texts, and tracks email conversations without manual copying. Instant notifications and follow‑up reminders keep reps engaged, while proactive alerts identify add‑on product opportunities. Accessible via web browsers and native iOS/Android apps, the system enables on‑the‑go sales teams to manage prospects efficiently. Implementation includes data feed creation, on‑site training, and ongoing coaching to ensure rapid adoption.
Target Audience
Primary customers are building material distributors and lumber retailers that sell to contractors and homeowners and need a streamlined sales workflow.
Features
- Unified lead view consolidating permits, web inquiries, and ERP quotes
- Automated lead routing by territory and rep expertise
- Real‑time ERP quote synchronization and automatic CRM updates
- Auto‑logging of calls, texts, and email threads without copy‑pasting
- Instant push notifications and configurable follow‑up reminders
- Proactive alerts for cross‑sell and add‑on product opportunities
- Web, iOS, and Android access with encrypted U.S. cloud hosting
- Integrated onboarding: data feed setup, on‑site training, and 3‑month coaching program