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What is RepCard?

RepCard is field sales management software purpose-built for door-to-door sales teams in home services industries including roofing, solar, pest control, HVAC, and fiber. It functions as a Sales Operating System that combines sales enablement, lead management, rep recruiting, team training, and customer marketing into a single platform for outside sales organizations. Sales managers and VPs of Sales use RepCard to get real-time visibility into field activity, monitor pipeline health, track sales performance with analytics and leaderboards, and manage teams ranging from 3 reps to 100+. Reps use RepCard to capture leads at the door, send digital business cards with personalized video introductions, receive smart notifications when prospects engage, and automate follow-up without switching between apps. The platform covers four core areas of field sales operations. Recruiting: source candidates and onboard new reps with built-in workflows. Training: structure onboarding content and set performance benchmarks so reps are field-ready fast. Selling: manage territories, track activity, capture and route leads, and move deals through the pipeline with real-time visibility. Marketing: automate customer touchpoints, send digital business cards, and trigger follow-up based on prospect engagement. RepCard is an alternative to running field sales operations across disconnected point tools. Instead of separate canvassing software, a CRM, a recruiting platform, and marketing automation, RepCard handles everything in one place. Zero double entry. One system for the full door-to-door sales operation. Designed by former door-to-door sales reps and managers with direct experience across pest control, solar, roofing, and other home services verticals. Every feature was built because the team experienced the problem firsthand, managing outside sales teams with tools that were never designed for how field sales and door-to-door sales actually work.

What is Big Purple Dot?

Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.

Media

Media

Integrations Supported

Zapier
Agolix
FieldRoutes
Siro

Integrations Supported

Zapier
LenderHomePage
Stackreaction
Zillow
dotloop

API Availability

API Availability

Pricing Information

$20/user per month
Free plan available. Premium starts at $20/user per month. Enterprise pricing available on request.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

RepCard

Date Founded

2019

Company Location

United States

Company Website

repcard.com

Company Facts

Organization Name

Big Purple Dot

Company Location

United States

Company Website

www.bigpurpledot.com

Categories and Features

Digital Business Card

Not specified

Field Sales

Not specified

Lead Generation

Not specified

Lead Management

Not specified

Sales Enablement

Not specified

Sales Tracking

Not specified

Territory Mapping

Not specified

Categories and Features

Real Estate CRM

Campaign Management
Contact Management
Email Marketing
Lead Management

Sales Tracking

Activity Dashboard
Document Management
Lead Management
Task Management

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