QuickRepYour dealers, lines and quotes. One place to keep sales moving.
QuickRepPDF and Excel exports, ready to share.
Illustrative interface with sample data.
Filter companies by line and put the right contacts within reach.
Work from your price lists and export a quote or BOM.
Track opportunities, travel and expenses in one place.
Filter companies by the lines they carry and find the contacts you need.
Put products into a quote and export a dealer quote, MSRP quote or BOM as PDF or Excel.
Keep opportunities and quote revisions together as the project moves forward.
Actual QuickRep screens, shown with invented companies, contacts, products and prices. No customer data.
Start with companies that fit your territory, then search and filter the list before exporting it.
For a line launch: find the dealers you want to call, then keep the company record nearby.
Demo data only · Tap the screenshot to view full size
Keep contacts tied to their companies, with email and phone details in the same workspace.
For a dealer visit: find the purchasing or project contact without searching a separate spreadsheet.
Demo data only · Tap the screenshot to view full size
Search a SKU across imported price-list versions. MSRP, MAP and Dealer Net stay separate, with status and effective date visible.
For a pricing question: check whether a new list is Future before using it in a quote.
Demo data only · Tap the screenshot to view full size
See open quote value by status and keep each quote attached to its dealer. Export quotes and bills of materials as PDF or Excel.
For a school or venue project: move from a product list to a quote, then track revisions as the scope changes.
Demo data only · Tap the screenshot to view full size
See active projects by stage, estimated value and expected close date. Quotes and project details stay together.
For a weekly team review: focus on projects that need a demo, a quote or a follow-up.
Demo data only · Tap the screenshot to view full size
Retain older pricing while adding new lists. Mark Current, Future and Obsolete versions and track distribution separately.
For an October price change: add the new list without overwriting the price history behind existing quotes.
Demo data only · Tap the screenshot to view full size
Plan dealer visits and trade-show travel, track demo inventory, and record expenses alongside the companies and projects you are working on.
Your files stay in your preferred file service. Your email stays in your preferred email client. QuickRep brings the links together with your companies and contacts, so the next folder or conversation is within reach.
Link your Google Drive or ShareFile folders to the right company. Open them from QuickRep without moving your files.
Start an email from a contact record in your preferred email client. Keep your existing email workflow.
Start with the CRM essentials, add quoting, or bring all your work into QuickRep.
$199/ year
Per firm · Up to 3 users included
Additional users: $99 / year each
The CRM essentials.
Keep your companies, contacts and opportunities in one place.
$799/ year
Per firm · Up to 3 users included
Additional users: $99 / year each
CRM, ready to quote.
Everything in Core, with meetings, quoting and price list management.
$1,499/ year
Per firm · Up to 3 users included
Additional users: $99 / year each
The complete QuickRep.
All QuickRep features, from the first call to work on the road.
| Features | Core | Pro | Premium |
|---|---|---|---|
| Mobile & desktop browser access No app to install | ✓ | ✓ | ✓ |
| Companies & contacts | ✓ | ✓ | ✓ |
| Opportunities | ✓ | ✓ | ✓ |
| Lines & resources | ✓ | ✓ | ✓ |
| Meetings | - | ✓ | ✓ |
| Quoting | - | ✓ | ✓ |
| Price list management | - | ✓ | ✓ |
| PDF export | - | ✓ | ✓ |
| Exportable templates | - | ✓ | ✓ |
| Themes | - | ✓ | ✓ |
| Travel planning | - | - | ✓ |
| Expenses | - | - | ✓ |
| Promos | - | - | ✓ |
| Inventory management | - | - | ✓ |
| All QuickRep features | - | - | ✓ |
Not sure which plan fits? Request information and we can walk through it together.
Tell us about your firm and what you'd like to know.