AlphaRep
The All-In-One Platform Built for Manufacturer Sales Reps
Track everything related to projects and quotes in one place. Win more jobs.
AlphaRep replaces spreadsheets, email chaos, and disconnected tools with a single platform designed
specifically for multi-line manufacturer rep firms.
AlphaRep replaces spreadsheets, email chaos, and disconnected tools with a single platform designed specifically for multi-line manufacturer rep firms.
👉 Built for HVAC, mechanical, and building-systems reps selling products from multiple manufacturers.
The Problem: Rep Firms Are Forced to Work in Fragments
Manufacturer reps sit at the center of engineers, contractors, distributors, and OEMs—but most software wasn’t built for how reps actually work.
You’re expected to:
Master multiple product lines and pricing structures
Turn quotes and submittals around faster than competitors
Track projects across spec, bid, award, and order
Defend product selections during substitution and value-engineering
Forecast accurately—for your company and your manufacturers
And you’re doing it with spreadsheets, email threads, PDFs, and siloed systems.
AlphaRep fixes that.
AlphaRep: Purpose-Built for Manufacturer Reps
AlphaRep is a rep-centric SaaS platform that brings together project tracking, quoting, documents, notes, tasks and manufacturer products—into one system.
No more duct-taped workflows.
No more losing visibility between quote and order.
How AlphaRep Solves the Biggest Rep Challenges
One System for All Your Manufacturer’s Product Information
Stop jumping between files and portals.
Centralize product lines, pricing, discounts and other information
Track stock and non-stock items
Reduce errors from manual lookups
Result: Faster responses, fewer mistakes.
Centralized Communication & Documentation
No more email archaeology
Store plans, quotes, submittals, approvals, and O&M docs in the project
Keep contractor, distributor, and OEM notes and tasks tied to the project
One source of truth for the team
Result: Faster responses, fewer mistakes and less stress.
Less Admin. More Selling.
AlphaRep handles the busywork so your sales engineers don’t have to.
Bid and Project tracking
Document management
Follow-up Reminders
Easy sharing
Friendly analytics
Result: More time building relationships—and revenue.
Full Project Pipeline Visibility
Know exactly where every job stands.
Track projects from concept → spec → bid → award → order
Save plans, specs, correspondence and other documents to project
Forecast revenue by manufacturer, territory, office or rep
Assign projects to salesperson, office,
Use Bid Board to track quote deadlines
Result: Better project tracking, better forecasting, stronger manufacturer relationships.
Faster Quotes & Submittals
Respond in hours—not days.
Structured project to quote workflows
Group line items
Create and send same quote to different customers or different quotes for different
Save submittal package files with project and quotes
Keep copies of quote revisions
Jump from one project and quote to another in busy office environment
Result: You win more bids by being first and accurate.
Faster Quotes & Submittals
AlphaRep isn’t generic CRM software.
It’s designed for:
Independent manufacturer reps who work in the office, home, and on the road
Multi-line product portfolios
Both short and long sales cycles with technical complexity
HVAC, mechanical, and building-systems markets
AlphaRep helps manufacturer reps get work done faster, stay organized, and win more projects—while reducing complexity and stress.
READY TO GIVE US A TRY?
See AlphaRep in Action
Schedule a personalized demo and see how AlphaRep fits your rep firm’s workflow.
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