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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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 Geo Rep?
Geo Rep's software combines an administrative web portal with a mobile application to expertly manage the vital functions and operations of your field team. This system enhances processes ranging from tracking customer interactions to automating everyday sales tasks, while also providing essential reports and valuable insights. In essence, field sales management software serves as a crucial link between your corporate headquarters, the field sales staff, and the clientele they serve.
Every aspect of our software is governed by stringent permission controls, ensuring users access only the information pertinent to their roles. Furthermore, the platform is designed to allow for the development of customized modules or features that align with your specific requirements.
Your system is not only dynamic but also user-driven, enabling quick actions and offering options for custom fields, tailored field names, and predefined data setups.
Our extensive global network relies on a multitude of servers strategically positioned around the world and hosted on AWS, effectively addressing latency and resource allocation issues. The user experience is further enhanced by localizations that cater to varying currency preferences and measurement systems.
Additionally, our software seamlessly integrates with other platforms, such as ERPs or sales data sources, through multiple integration methods, ensuring that businesses can operate efficiently and cohesively. This capability supports your organization in maximizing productivity and maintaining a competitive edge in the market.
Integrations Supported
Agolix by Assessment Generator
Cin7 Inventory Management
DEAR Inventory
Dynamics 365 Commerce
FieldRoutes
IBM Cloud SAP
IBM Managed Services for SAP Applications
Qlik Sense
SYSPRO ERP
Sage Accounting
Integrations Supported
Agolix by Assessment Generator
Cin7 Inventory Management
DEAR Inventory
Dynamics 365 Commerce
FieldRoutes
IBM Cloud SAP
IBM Managed Services for SAP Applications
Qlik Sense
SYSPRO ERP
Sage Accounting
API Availability
Has API
API Availability
Has API
Pricing Information
$20/user per month
Free Trial Offered?
Free Version
Pricing Information
$29 per user per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
RepCard
Date Founded
2019
Company Location
United States
Company Website
repcard.com
Company Facts
Organization Name
Geo Rep
Date Founded
2016
Company Location
South Africa
Company Website
georep.com
Categories and Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Categories and Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management