Rep Hub
From joining the sales team to delivering the sale, in one connected platform.
A platform we built and run for a sales organization.
How the work moves
- Apply and train · Recruit
- Work the pipeline · Rep
- Sign and pay · Customer
- Deliver · Delivery
- Pay commissions · Admin
Where the work was getting lost
New representatives learned the job in one place, worked customers in another, and then handed signed deals to people who had to piece together what was sold.
Managers could not see activity and coaching needs next to the work itself, and the team after the sale started every job by chasing details.
Follow the work, step by step
It plays on its own. Click any step to jump to it.
Apply and train
A candidate applies, moves through training and becomes a representative in the same platform.
Work the pipeline
Leads, calls, follow-ups, meetings, proposals and contracts live in the rep's workspace.
Sign and pay
A signed contract and payment start activation automatically, carrying the sale's details forward.
Deliver
Fulfillment teams receive a complete handoff and the work they are responsible for.
Pay commissions
Commissions connect the commercial work back to the people involved.
Every role sees its own work
Pick a role to see its view. The screens are illustrations, not client data.
Rep workspace
- My leads and today's actionsNeeds you
- Proposals and contractsIn progress
- My training progressUp next
Each role sees the work it owns. Everyone works from the same record.
Manager workspace
- Team activityNeeds you
- Coaching needsIn progress
- Exceptions and stuck dealsUp next
Each role sees the work it owns. Everyone works from the same record.
Delivery workspace
- Activated customersNeeds you
- What was soldIn progress
- My assigned workUp next
Each role sees the work it owns. Everyone works from the same record.
Leadership workspace
- Pipeline across teamsNeeds you
- Handoffs in progressIn progress
- Commission totalsUp next
Each role sees the work it owns. Everyone works from the same record.
What runs itself, and what stays human
Automated
- Activation after signature and payment
- Delivery work assigned with full context
- Commission calculations
People decide
- Coaching and hiring decisions
- Customer conversations
- Pricing and approvals
The difference it makes
- Training and daily selling live in the same system, so new reps learn on the tools they use.
- A signed deal arrives at delivery with everything already attached.
- Managers see coaching needs next to real activity instead of separate reports.
Why this matters for healthcare, manufacturing and sales: Built for a sales organization, and the same approach fits any team: one record, a named owner at each stage, and a complete handoff.
8 real screens from Rep Hub
Filter by module, use the arrows, or open any screen full size. Customer names and amounts are blurred or sample data.
Build something like this
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Operational reports that show volumes, delays and bottlenecks, with every number linked to the work behind it.
Learn more →
Start with the problem. We'll build the possibility.
Tell us what slows your team down. We'll map it with you and suggest a useful first release, whether you're in Houston or anywhere in Greater Houston.