Sales Representative Portal

Rep Access

Empower your sales team with a dedicated portal to manage customer accounts, view quotes, and apply discounts directly through the platform.

Key Benefits

Customer Management

Access and manage customer accounts with comprehensive visibility.

Quote Visibility

View and track customer quotes and saved carts in real-time.

Discount Management

Apply and manage customer-specific discounts directly through the portal.

Activity Tracking

Monitor customer activity and maintain detailed interaction logs.

Secure Access

Role-based access control ensures appropriate permissions for sales representatives.

Ready to get started?

Contact us to learn more about how Pocketknife can help you.