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 product information—into one system.

Information and files in one place, organized the way you work.
Super-fast searching for quick answers.

Standardize sales workflows.

Enhanced visibility of opportunities, quotes and orders.

How AlphaRep Solves the Biggest Rep Challenges

One System for All Your Manufacturer’s Product Information

Stop jumping between files, emails and portals.

  • Centralize manufacturer's product lines, pricing, discounts and other information

  • Import product lines and add to quotes fast

  • Quickly find stock and non-stock items

  • Reduce errors from manual lookups

Result: Faster information look-ups means faster answers to customers questions and more time selling.

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, quote, and customer

  • One source of truth for the entire team

Result: Faster responses, fewer mistakes and less stress.

Less Admin. More Selling.

AlphaRep handles the busywork so your sales team doesn't have to.

  • Bid board deadline tracking

  • Project tracking

  • Document management by Project and customer

  • Follow-up Reminders

  • Easy sharing information, tasks, and files between accounting, assistants, sales

  • Friendly search

Result: More time building relationships—and revenue.

Full Project Pipeline Visibility

Know exactly where every job stands.

  • Track projects from design → spec → bid → award → order → warranty → resale

  • Save plans, specs, correspondence and other documents to projects

  • Forecast revenue by manufacturer, territory, office and rep

  • Assign projects to salesperson, office, A/E, GC, and others

Result: Better project tracking, better forecasting, stronger manufacturer relationships.

Faster Quotes & Submittals

Create quotes and submittals with information at your fingertips.

  • Structured project to quote and quote to order workflows

  • Fast product item and price look-ups

  • Quick links to manufacturer's online pricing tools

  • Create and send same quote to different customers or different quotes to different customers

  • Save submittal package files with project and quotes

  • Automates copies of quote revisions as requirements change

  • Jump from one project and quote to another in busy office environment

Result: Information and files are organized by customer and project instead of buried in thousands of emails.

Designed for Your Workflow

AlphaRep isn’t generic CRM software. It is a customizable cloud platform that works alongside your existing Office, Outlook software to organize information and files the way manufacturer reps work accessible anywhere on any device.

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

  • Building-systems rep firms selling HVAC, Plumbing, Electrical, Architectural and Systems products

  • Other distributor and manufacturer reps selling multi-line products

AlphaRep helps manufacturer reps get work done faster, become more organized, and win more projects—while reducing time, 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.

Developed and supported by PhaseAlpha, LLC

8400 W 110th Street, Suite 220

Overland Park, KS 66210

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