Question 1

What does RepVise™ analyze?

Accepted Answer

RepVise™ transcribes and scores every recorded sales call. It flags missed closes, unhandled objections, skipped financing conversations, weak follow-up commitments, and revenue at risk — scored against the RepVise™ framework and your own uploaded playbook.

Question 2

Can reps record calls themselves?

Accepted Answer

Yes. Reps confirm customer consent and press Record on their phone in the field — the conversation auto-syncs from anywhere. Owners and managers see all calls; reps see only their own unless you grant additional access.

Question 3

Does RepVise™ replace our CRM?

Accepted Answer

No. RepVise™ is revenue intelligence, not a CRM. It works standalone for small teams with no CRM, and is designed to live alongside whatever you already use. Native CRM integrations are on the roadmap.

Question 4

Is RepVise™ built specifically for contractors?

Accepted Answer

Yes. RepVise™ is built for home improvement — roofing, HVAC, solar, windows, kitchens, baths, closets, and remodeling. The scoring framework, coaching prompts, and playbook ingestion are all tuned to in-home contractor sales.

Question 5

Which trades use RepVise™?

Accepted Answer

Roofing, HVAC, solar, windows and doors, kitchens, baths, closets, remodeling, and other in-home improvement trades. Owner-operators and teams up to ~25 reps get the most value.

Question 6

How does AI scoring work?

Accepted Answer

Each recorded call is transcribed, then evaluated across discovery, rapport, pain, budget, presentation, financing, objections, closing, follow-up, urgency, and confidence. Scores combine the RepVise™ framework with the company's uploaded sales scripts so coaching matches how you actually sell.

Question 7

Is my company's data private?

Accepted Answer

Yes. Each company workspace is isolated with row-level security. We never share data across companies. Reps see only their own calls unless you grant manager or admin access.

Question 8

Can managers coach teams inside RepVise™?

Accepted Answer

Yes. Managers see every rep's calls, scores, missed opportunities, and follow-up gaps in one place. Coaching reports are shareable and built for the next 1:1 — no riding along required.

Frequently asked questions

Common questions

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