A Field Sales Suite by a Field Sales Rep
Track your numbers. Send your requests. Own your pipeline.
The Swiss Army Knife
for Mobile Sales Reps.
Four tools in the Crest Sales Suite — each solving a specific daily problem for outside sales reps. No bloat, no corporate fluff.
Import your daily BisTrack, CDK, or Salesforce report and instantly see your GM%, commission, pace, and customer rankings.
- → Real-time GM% gauge
- → MTD commission calculated automatically
- → Monthly pace tracking vs your goal
- → Customer rankings with tier badges
- → Pipeline tracker with win/loss rate
- → Vendor loyalty program tracking
Replace the texts, calls, and sticky notes. Build a professional material request PDF and email it to your inside team in seconds.
- → Quote & Sales Order request builder
- → Line-by-line material list
- → Email PDF to inside rep in one tap
- → Customer autofill from saved list
- → Import from Excel, BisTrack, CDK & more
- → Works for contractors too
Upload any supplier quote PDF and instantly generate a clean, professional customer-facing summary — no line items, no unit pricing for competitors to shop.
- → Works with any supplier format
- → AI reads and parses the quote automatically
- → Generates branded customer-facing PDF
- → Hides quantities, unit prices & SKUs
- → Upload your company logo
- → Free to start — Pro plan $9/mo
Track every job from quote to close. Connect customers directly to their rep. Material requests, appointments, deliveries — all in one place.
- → Customer portal with invite code
- → Pipeline + quote tracking
- → Job timeline with milestone pins
- → Material requests from customers
- → Crest Sales Tracker built in
- → Works on iPhone, iPad & web
How to Import Your Data
Works with BisTrack, CDK, Salesforce, or any system that exports Excel or CSV. Four steps, under a minute.
Export from Your CRM
Run your daily Sales Rep report in BisTrack, CDK, Salesforce, or any system. Export as Excel (.xlsx) or CSV.
Send to Your iPhone
Email it to yourself, save to iCloud Drive, AirDrop it, or drop in SharePoint. Open it on your iPhone.
Tap Import in Crest
Open Crest, tap the Import button on the Dashboard, and select your file. The universal column mapper handles the rest.
Dashboard Updates Instantly
Your GM% gauge, commission, pace, customer rankings, and pipeline all update in seconds. No internet required.
Need help setting up your export?
Download the IT Integration Guide — a one-page reference your IT team can use to configure the correct export format from any CRM.
Everything You Need.
Nothing You Don’t.
Built for speed. Designed for the road. Works without internet.
Works Offline
No internet required. Everything runs on your device. Import a file, see your numbers — no Wi-Fi needed.
Your Data Stays Yours
No accounts. No cloud sync. No data shared with anyone — not even us. Your sales numbers are private.
Instant Updates
Import your report and your dashboard updates in seconds. No waiting, no syncing, no refreshing.
Works With Your System
Compatible with BisTrack, CDK, Salesforce, and any system that exports Excel or CSV.
Pipeline Tracking
Track warm and hot opportunities, expected close months, and win/loss rate. Export a PDF for your manager.
Vendor Programs
Track your spend with key vendors like Azek, LP, and others. Monitor loyalty program progress and vendor targets.
Built by a
Sales Rep.
“I didn’t just build an app. I built the tool I always needed but could never find.”
Growing up surrounded by technology — building computers for government data acquisition companies before most people knew what a hard drive was — I developed one obsession early: make complex things simple.
That mindset followed me into construction, then into outside sales in the building materials industry. Years on the road, tracking numbers on napkins, texting material lists to inside reps, and guessing whether I was on pace for the month. The tools existed — they just weren’t built for the field.
So I built them myself. No investors. No corporate roadmap. Just a sales rep who knows what the job actually looks like at 7am before the first call — and built something to match it.
What Reps Are Saying
Beta testers from the LBM and building materials industry.
“Finally an app that actually understands what an outside sales rep needs. I check my GM% every morning before my first call.”
“Rapid Q cut my order call-ins in half. My inside team loves getting the PDF — no more back and forth on what I need.”
Start Free Today
Crest, Rapid Q, and ProTrax on iOS. Q Vault on the web. Android coming soon. No account required to get started.
🔒 Your data stays on your device. No accounts required to get started.
The Blog
Tips, strategies, and stories from outside sales reps in the building materials industry.
|
Get in Touch
Contact Us@LBMSalesWithSJ
Questions, feedback, or want to see a feature added? We read every message. 📷 Instagram @LBMSalesWithSJ · @CrestSalesApp 🌐 Website crestsalessuite.com 🔒 Q Vault |