+
+

Related Products

  • D&B Hoovers
    1,201 Ratings
    Visit Website
  • Creatio
    589 Ratings
    Visit Website
  • Fathom
    7,880 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • Portal Wholesale CRM
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Grafana Cloud
    860 Ratings
    Visit Website
  • BoldTrail
    2,126 Ratings
    Visit Website

About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

About

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Sales teams

Audience

CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

Call for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.5 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • The best thing for me that InsightSquared offers is how it presents the information, it is highly visual, with elegant graphics, easy to understand, full of important information, and from which you can get critical background information, in addition to using them in conjunction with their filters, understanding the behaviors of our customers and representatives allows us to make the best decisions.
  • It is an incredible resource to measure the sales performance of our business; it is intuitive, easy to use, and integrates well with our CRM tool. It is a robust tool, provides varied functions and analytics to have a clear and real-time perception of our business in terms of sales effectiveness.
  • Excellent tool to collect data regarding sales, a tool that allows you to keep track of the averages and percentages relating to sales, facilitates you to carry out the process in a fast and productive way. Thanks to its helpful knowledge, it guarantees employees the opportunity to know their numbers and thus be able to make decisions that help improve their productivity.

Cons

  • It is not so intuitive to use; it has a learning curve that requires a good study of the software. The best thing to do is not be too ambitious as you start to adapt to the program, start giving basic information, understand how to use it, and give more detailed information.
  • Only its learning curve, being a software so loaded with functions, the familiarization with it usually takes a little more time. However, it is worth the time and energy to invest.
  • It has a high cost at the beginning of using the tool, which hinders organizations from incorporating it in their activities; the platform is not as effective as you expect it to be.

Pros & Cons from Real Users

Pros

  • Very intuitive and easy to use GREAT for tracking and following up on Projects If you give out Samples or Lend tools to contractors great tracking tool built in All your contracts are in 1 place and easy to access online or via app Best mobile app
  • It feels like it is built for reps, not generic businesses. I appreciate that it understands my unique workflows of multi-line selling and commission-driven sales — unlike standard CRM platforms like Salesforce or HubSpot that often need heavy customization.
  • What I enjoy the most about Repfabric is that it is a very intuitive tool and easy to use. Its interface is super user-friendly and it gives the chance to be on the same page with peers, clients and manufacturers.
  • I use this system for entering PO's and Invoices able to do so with ease. The AI features make this very convenient too!
  • I like being able to track a project and make sure we land them. It makes it easier to recall which ones are still on the hook.

Cons

  • No "cons" per say but one feature that I do wish existed is that Rep Fabric could integrate w/ quick books so sales data can be streamlined to be added to won projects or jobs etc.
  • The mobile app - it's slower in performance, has dated interface elements and is missing some features
  • I believe that the Activity Journals could have more "Type" options, or have the chance to put your own custom "Type" for the AJ.
  • The AI tool can be finicky at times, but it performs very well when it’s working properly.
  • I don't like that I sometimes forget to use it. I personally haven't come across any negatives.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Company Information

Repfabric
Founded: 2013
United States
repfabric.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Freshsales

Freshsales

Freshworks

Categories

Categories

Commission Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Field Sales Supported
HVAC Supported
Lead Management Supported
Mileage Tracking Supported
Plumbing Supported
Sales Supported
Sales Acceleration Supported
Sales Analytics Supported
Sales Compensation Supported
Sales Intelligence Supported
Sales Tracking Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Data Visualization Features

Analytics Supported
Content Management Not Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Not Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Not Supported
Pipeline Management Not Supported
Predictive Forecasting Not Supported
Predictive Lead Scoring Not Supported
Sales Intelligence Reporting Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Not Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Not Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Commission Features

Affiliate Management Not Supported
Agency Commission Supported
Commission Calculations Supported
Commission Scheduling Not Supported
Commission Tracking Supported
Compliance Management Not Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Not Supported
Split Commissions Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Not Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Not Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Field Sales Features

Activity Tracking Supported
Channel Management Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Not Supported
Inventory Management Not Supported
Invoices Not Supported
Lead / Opportunity Management Supported
Online Payments Not Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Not Supported
Visit Scheduling Not Supported
Workflow Management Not Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Not Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Mileage Tracking Features

Business / Personal Travel Supported
Cost Analysis Not Supported
Employee Reimbursement Supported
Expense Reports Supported
GPS Tracking Not Supported
Manager Workflow Not Supported
Mileage Logging Supported
Reporting Supported

Plumbing Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Supported
Dialer Supported
Email Sequencing Not Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Not Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Supported
Lead Scoring Not Supported
List Building Not Supported
Performance Management Supported
Pipeline Management Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting Supported

Integrations

Salesforce Supported
Adobe Marketo Engage Supported
Autoklose Not Supported
Bullhorn Supported
Datawarehouse.io Supported
Desktop.com Supported
Epicor Eclipse Not Supported
Gmail Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
ISQuote Not Supported
Kayako Supported
LinkedIn Sales Navigator Supported
Mailchimp Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Not Supported
Rivery Supported
Zendesk Supported
Zoho CRM Not Supported

Integrations

Salesforce Supported
Adobe Marketo Engage Not Supported
Autoklose Supported
Bullhorn Not Supported
Datawarehouse.io Not Supported
Desktop.com Not Supported
Epicor Eclipse Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
ISQuote Supported
Kayako Not Supported
LinkedIn Sales Navigator Not Supported
Mailchimp Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Supported
Rivery Not Supported
Zendesk Not Supported
Zoho CRM Supported
Claim InsightSquared and update features and information
Claim InsightSquared and update features and information
Claim Repfabric and update features and information
Claim Repfabric and update features and information