Purpose-built for manufacturing

    The CRM That Talks to Your ERP

    SalesV2 connects directly to your ERP system — syncing quotes, orders, contacts, and RFQs automatically. No spreadsheets alongside your CRM. No manual data entry. Your front office and your shop floor finally see the same data.

    Continuous auto-sync
    Multi-ERP architecture
    Live in under a day

    Where your ERP stops

    TIPS needs certain things done. Your ERP already does some of them. SalesV2 surrounds it with the rest, the features it may not have, temporary or permanent, so the whole process runs.

    Three examples, all running today: a report that reaches the right person, a step that waits for approval, a crew on a phone. The ERP stays the system of record.
    Live with precision job shops today
    Data flows immediately
    Multi-ERP architecture — add ERPs as you grow

    One CRM. Your ERP. Connected.

    SalesV2 was built from the ground up with a multi-ERP adapter architecture. Connect your ERP, authorize your email, and your data starts flowing — no middleware, no Zapier, no consultants.

    1

    Connect Your ERP

    Connect your ERP system. SalesV2 starts syncing quotes, orders, and contacts immediately.

    15 minutes
    2

    Authorize Email

    Connect your Microsoft 365 account so SalesV2 can match incoming RFQ emails to ERP quotes.

    5 minutes
    3

    See Your Data

    Your dashboard populates with real ERP data — quotes, open RFQs, customer history, and more.

    Immediate
    4

    Start Working

    Your team uses the work queue to track every RFQ, follow up on quotes, and stop losing work.

    Day 1

    ERP Systems

    The ERP stays the system of record. The connector reads; it never writes. Every play runs on the mirror of your ERP data, so the plays are the same whatever the ERP: capability around your system, never inside it.

    We're building deep, native integrations — not shallow connectors. Each ERP gets a purpose-built adapter that understands its data model.

    JobBOSS² and JobBOSS on-premises
    Live

    JobBOSS² and JobBOSS on-premises

    ECI Software

    Live at customers on both: JobBOSS² in the cloud through its API, legacy JobBOSS on-premises through a read-only connector. Quotes, orders, contacts and RFQs are mirrored; JobBOSS stays the system of record.

    Industries: Precision machining, aerospace, defense, fabrication

    See the JobBOSS integration →
    Epicor Prophet 21
    On request

    Epicor Prophet 21

    Epicor

    Distribution ERP. Not connected today; the plays run on a mirror of quote and order data, so a Prophet 21 connector is a mapping job, not a rebuild. Ask us.

    Industries: Industrial distribution, wholesale, supply chain

    ProShop ERP
    On request

    ProShop ERP

    ProShop USA

    Built for precision machining shops. Not connected today; the same mirror-and-play model applies. Ask us.

    Industries: Precision machining, AS9100 / ISO shops

    E2 Shop System
    On request

    E2 Shop System

    Shoptech

    E2 is now JobBOSS²: shops that moved to JobBOSS² are live with SalesV2 today through its API. Still on an on-premises E2 install? Not connected today; the same mirror-and-play model applies. Ask us.

    Industries: Job shops, contract manufacturing

    On JobBOSS² now? See the integration →
    Epicor Kinetic
    On request

    Epicor Kinetic

    Epicor

    Manufacturing ERP for larger shops. Not connected today; the same mirror-and-play model applies. Ask us.

    Industries: Discrete manufacturing, make-to-order

    Acumatica
    On request

    Acumatica

    Acumatica

    Cloud ERP for mid-market manufacturers. Not connected today; the same mirror-and-play model applies. Ask us.

    Industries: Manufacturing, distribution, field services

    Don't see your ERP? We'd love to hear from you.

    Sales in a box. More sales without adding people.

    A sales process is what you are supposed to do. A play is what actually happens.

    We built our process, TIPS, into plays. Every stage has its plays. You call them, we run them, you approve.

    How SalesV2 runs sales: TIPS and the plays. Four stages, twelve plays, the two doors, and where every play stops: your desk.
    Target playsWho you sell to, and what you know about them.
    Find new customers: mock-up of the play in SalesV2 CRM
    Find new customers

    Finds companies like your best ones by industry, finds the people, builds the list and parks the first email for your approval.

    Rank my customers A, B and C: mock-up of the play in SalesV2 CRM
    Rank my customers A, B and C

    Tiers every account on what it has shipped, so the calls, the visits and the campaigns go to the right names first.

    Fill in what I don’t know about an account: mock-up of the play in SalesV2 CRM
    Fill in what I don’t know about an account

    Adds revenue, headcount, industry code, website and LinkedIn to an account from public sources, and shows you what changed before it saves.

    Plan my customer visits by route: mock-up of the play in SalesV2 CRM
    Plan my customer visits by route

    Puts your accounts on a map, picks the ones within reach of a trip and orders the day.

    Match a part to everyone who buys it: mock-up of the play in SalesV2 CRM
    Match a part to everyone who buys it

    Looks across your order history for the part families each customer buys, so a new inquiry lands with the history beside it.

    Merge my duplicate accounts and contacts: mock-up of the play in SalesV2 CRM
    Merge my duplicate accounts and contacts

    Finds the same company entered three ways, proposes the merge, keeps every order and email, and lets you undo it.

    Influence playsWhat they hear from you, before they ask.
    Write the emails, posts and case studies: mock-up of the play in SalesV2 CRM
    Write the emails, posts and case studies

    Drafts the value proposition, the email, the social post and the web case study from what you already sell; you edit, you approve.

    Keep my social feeds alive: mock-up of the play in SalesV2 CRM
    Keep my social feeds alive

    Schedules the posts across your channels from one calendar; every post waits for approval before it goes out.

    Win back the quiet ones: mock-up of the play in SalesV2 CRM
    Win back the quiet ones

    Finds the customers who stopped ordering, drafts the note that fits their history, and parks the campaign for your approval.

    Propose playsEvery request answered, every quote chased.
    Answer every RFQ within the hour: mock-up of the play in SalesV2 CRM
    Answer every RFQ within the hour

    Reads the RFQ email, files it, assigns it and sends the acknowledgement under your rules, before anyone opens the inbox.

    Chase my quotes to PO: mock-up of the play in SalesV2 CRM
    Chase my quotes to PO

    Lists every quote that never came back as a PO, drafts the follow-up, and sends it after you approve.

    Catch the quote about to expire: mock-up of the play in SalesV2 CRM
    Catch the quote about to expire

    Flags the quotes reaching their expiry date with the customer still silent, so you re-quote before you lose them.

    Sign playsKeep them, grow them, deliver on time.
    Sell them what they buy elsewhere: mock-up of the play in SalesV2 CRM
    Sell them what they buy elsewhere

    Shows what each customer buys from you and what they buy from someone else that you already make.

    Reach the divisions we don’t serve yet: mock-up of the play in SalesV2 CRM
    Reach the divisions we don’t serve yet

    Maps the sister plants and group companies of a customer you already ship to, finds the people, drafts the note and parks the campaign.

    Catch the customer going quiet: mock-up of the play in SalesV2 CRM
    Catch the customer going quiet

    Flags the account whose orders are tapering off while a phone call can still turn it around.

    Tell the customer when it ships: mock-up of the play in SalesV2 CRM
    Tell the customer when it ships

    Sends the tracking notice the moment the shipment leaves, signed by the person they know.

    Warn purchasing before a promise date slips: mock-up of the play in SalesV2 CRM
    Warn purchasing before a promise date slips

    Watches promise dates against the shop’s progress and warns the customer’s buyer before the date passes, not after.

    Tell vendors what we need from them: mock-up of the play in SalesV2 CRM
    Tell vendors what we need from them

    Sends the PO award to the vendor within the hour and the open-order status every week, from your purchasing data.

    Get new parts in front of QC first: mock-up of the play in SalesV2 CRM
    Get new parts in front of QC first

    Tells quality about every new part before the job starts and keeps the first-article queue current.

    AI agents that stop at your desk. Nothing reaches your customer without you.

    Nineteen plays. Every one of them parks its result for your approval before anything is sent. Mock-ups use fictional companies and data.

    Two Ways to Run Every Play

    Same engines, same approval gate. You choose whose hands are on the controls, play by play.

    Leave it to the tool

    Tell it who you want. It asks until it knows, shows you the price, does the work, and parks the result on your desk. Nothing reaches your customer until you approve it.

    Target play Find new customers
    Nothing sends until you approve
    industries:332710 Machine Shops · 3323 Fabricated Metalstates:Texaswho to find:Purchasing Manager, Ownerhow many:50 peoplethe pitch:Custom springs, two-week lead times, no minimums
    Most of your customers are machine shops and metal fabricators in Texas. Start there, or tell me who you want to find?
    Machine shops and metal fabricators in Texas, any size. Purchasing managers and owners. 50 people.
    What should the note say about what you do for shops like these?
    We make custom compression and extension springs with two-week lead times and no minimums.
    Industries: Machine Shops and Fabricated Metal. Where: Texas. Size: any. Who: Purchasing Managers, Owners. How many: 50. Pitch: custom springs, two-week lead times, no minimums. Shall I run it?
    Yes, run it.
    Ready. Click Run the play and I’ll do the rest.
    Describe how you want to find them: by NAICS, industry, location, company size…

    This play will use 25 credits and up to 50 of this month’s prospecting allowance. It creates prospects, a target list and a draft campaign that waits for your approval. OK to continue?

    Not now Run (25 credits)
    1. Find the companies and people
      50 people with a verified email
    2. Add them to your CRM as prospects
      8 new accounts, 50 new contacts
    3. Build the target list
      50 people
    4. Write the note
      From your pitch, in your words
    5. Park the campaign for your approval
      Waiting for your approval
    The campaign waits in the Action Queue. You read the note, you approve, then it goes.

    The play as it runs: the conversation, the price, the five steps. Names and counts are fictional.

    Drive it play by play

    Every play is built from modules you can open yourself: the Work Queue, Strategy, Target Lists, Campaign Hub. One screen, every RFQ, quote and order, with your hands on the controls.

    SalesV2 Work Queue: every RFQ, quote, task and approval on one screen, with the TIPS menu down the left
    The Work Queue. Where the Propose plays happen when you drive them yourself: every RFQ email, quote and follow-up visible as it moves.

    Reports That Deliver Themselves

    A report writer has a layout. It has no clock, no condition and no recipient. SalesV2 reads your JobBOSS data and sends the report, by email, to the person who needs it, when they need it.

    On a schedule

    The same report, to the same people, every time, without anyone opening the ERP.

    • The pick list, every working morning at 6:00, to the stockroom and the floor.
    • Open orders with each vendor, every Monday, to purchasing and to the vendor.
    • New parts since yesterday, before the shift, to quality.

    On a condition

    Only when the data says so. Silence means nothing needs your attention.

    • A promise date the job’s progress says will slip, to the customer’s buyer, before the date passes.
    • A quote reaching its expiry with the customer still silent, to the person who quoted it.
    • A customer whose orders drop below their own average, to the owner.

    On an event in the workflow

    The moment something happens in the ERP, the right person hears.

    • The PO award to the vendor within the hour of the PO, with what is needed and when.
    • The tracking notice to the customer the moment the shipment leaves.
    • The first-article flag the moment a new part appears on a job.
    Watch it run. The morning pick list, a promise-date warning to the buyer, and a PO award to the vendor, each arriving as an email. Fictional data.
    The morning pick list arriving as an email at 6:00 AM: six jobs, material, quantity, location and due date
    The morning pick list. Built from your JobBOSS jobs and material, sent at 6:00 to the stockroom and the floor. Fictional data.

    Who hears: the owner, purchasing, quality, the floor, your vendors and your customers. Every play that sends is one of these three, and every send to a customer or a vendor waits at the desk of the person whose name is on it.

    What Runs the Plays

    One dashboard for your ERP data, your emails, and your sales pipeline. Regardless of which ERP you run.

    Native ERP Sync

    Quotes, orders, contacts, and RFQs pulled automatically from your ERP. No Zapier. No middleware. No manual entry.

    Email-to-RFQ Matching

    Incoming RFQ emails are automatically parsed and correlated to ERP quotes. Every request tracked in a shared work queue.

    Quote Follow-Up Dashboard

    See which quotes are pending, expired, or won — live from your ERP. Expired quotes flagged for one-click follow-up.

    Email Automation

    Rules that trigger follow-ups automatically. Quote expiring? Customer gone quiet? The system sends the right email at the right time.

    Templates & Mass Email

    Pre-built templates with personalization. Select contacts, pick a template, hit send — every email personalized automatically.

    Social Media & Content

    Post to LinkedIn, Facebook, and more from one dashboard. Content library, scheduling, and engagement tracking built in.

    Influence Actions

    Proactive outreach tasks tied to your accounts, quotes, and pipeline. Every follow-up and campaign moves a deal forward.

    Secure & Isolated

    Row-level security, tenant isolation, and SOC 2 readiness. Your data stays yours. Works with Microsoft 365.

    Built for Shop Teams

    Role-based per-user pricing. No CRM consultant required. Heavy users and occasional viewers on the same platform.

    "We found 6 expired quotes worth over $150K in the first week. We went from sticky notes and spreadsheets to knowing the status of every RFQ in seconds."

    Quoting Manager

    Precision Machining Shop — JobBOSS Integration

    Your ERP + Your Email + Your Pipeline = One Dashboard

    See your actual ERP data in SalesV2. Most shops are live within a day.

    Your data. Your dashboard. Set up in a day.

    See it with your own data