Simple, Transparent Pricing Built for Rep Agencies

MRSware offers three clear, predictable subscription packages built specifically for manufacturers' representative agencies: 1. Free Base CRM ($0): Core contact, company, calendar, tasks, and journals with both Windows Desktop and MRSweb Cloud access. Free for any rep agency. 2. Business Package ($35/user/month): The full operational suite including complete Salesforce Automation (SFA) and Commission Reconciliation & Order Management (MREP). 3. Plus Package ($55/user/month): Everything in Business plus integrated Email Client, secure File Share, 10x high-capacity cloud storage, and bi-directional Google Calendar sync.

Generic consumer CRMs are designed for single-product retail sales and lack the multi-line rep architecture rep firms need. We believe every rep agency—regardless of size—should have access to a purpose-built CRM engineered specifically for the rep business model. Our Base CRM is completely free for any rep agency that wishes to use a dedicated rep CRM, with both Windows Desktop and MRSweb Cloud access included.

The Business Package ($35/user/month) is our flagship operational platform. It bundles our complete module set: • Salesforce Automation (SFA): Pipeline tracking, custom opportunity probability stages, weighted revenue forecasting, targeted marketing campaigns, share of wallet analysis, and rep expense reports. • Commission Reconciliation (MREP): Purchase orders, invoices, multi-line commission splits, deposit check matching, multi-tier split rate rules hierarchy engine, inventory modules, trace sales tracking, 5-column OLAP cubes, and 1099 rep commission statements.

The Plus Package ($55/user/month) is designed for organizations that want unified collaboration and communications in one place. It adds: • Integrated Email Client: Automatically links incoming and outgoing emails directly to contacts, customers, and manufacturers, with Webmail and IMAP sync. • Secure File Share: Centralized cloud file repository for manufacturer line cards, customer contracts, spec sheets, and large collateral. • 10x High-Capacity Cloud Storage: 10 times the storage quota of standard packages to house large email archives and document attachments. • Google Calendar Sync: Two-way bi-directional synchronization with Google Calendar across phones, tablets, and desktops. • Pulse Custom Notifications: Automated scheduled email digests and performance alerts sent directly to reps and managers.

Because manufacturers' rep agencies manage confidential line information, sensitive commissions, and proprietary principal agreements, MRSware does not lump users into a shared multi-tenant database. Every agency—including Free Base CRM users—receives a dedicated, private installation.

Simply complete the registration form below with your agency details and selected package. Our team will provision your private agency database, set up your administrator credentials, and provide your secure access links.

No. MRSware subscriptions are billed on a flexible month-to-month basis per active user with no long-term contracts, lock-ins, or cancellation penalties. You can add users, adjust tiers, or modify your subscription at any time as your agency requirements evolve.

For agencies with more than 25 active users, MRSware provides tailored enterprise volume pricing, dedicated cloud infrastructure scaling, and customized migration planning. Please call our sales and solutions team at (866) 795-8386 x1 or submit the registration form below to discuss custom volume packaging and dedicated onboarding services for your team.

The AI & MCP Suite brings cutting-edge artificial intelligence into your daily rep workflow. It includes: • AI Smart Ingestion: Automatically parse manufacturer line cards, complex PDF RFQs, distributor sales reports, and customer spreadsheets directly into structured MRSware records without manual data entry. • AI Quick Add: Instantly generate contact records, follow-up tasks, and meeting journals from business cards, email text, or dictation. • Full Model Context Protocol (MCP) Integration: Securely connect your favorite AI assistants (such as Claude, ChatGPT, or custom LLMs) directly to your private agency database via 230+ MCP endpoints. Your AI assistants can query inventory, check commission statuses, research account interaction histories, and draft customer responses using your own API keys (BYOK) with complete privacy and zero data leakage.

We make transitioning seamless and painless. MRSware features native Excel Pivot & Paste and flexible bulk import utilities for accounts, contacts, manufacturer lines, and product catalogs. If you are migrating from another CRM, a legacy industry database, or complex commission spreadsheets, our onboarding engineers provide assisted data migration services to ensure your entire sales history, contacts, open opportunities, and commission records transfer cleanly into your private agency database.

MRSware was engineered specifically for the manufacturers' representative agency business model. Unlike generic CRMs where data is pooled together, MRSware enforces strict principal-level separation and granular user permission roles. Administrators can easily restrict rep access by manufacturer line, assigned sales territory, or account group—guaranteeing that proprietary pricing, commission split arrangements, and confidential factory agreements remain strictly protected across your agency.

Yes! Every agency receives dedicated onboarding support, live web-conference training sessions, and unlimited access to the complete MRSware Online Training Curriculum and searchable Web Guide. Our experienced US-based support team (Austin, TX) is available via phone and email to assist your administrators with split rules setup, statement mapping, and ongoing technical questions so your team is productive from day one.

Yes, commission reconciliation across multiple diverse manufacturers is MRSware's core superpower. Every factory sends statements formatted differently—custom columns, unique invoice numbering, various date styles, and differing commission percentages. MRSware's MREP Commission Reconciliation engine allows you to save custom import templates for each manufacturer. Once configured, you can import monthly statements in seconds, automatically reconcile against open purchase orders, highlight underpaid rates or missing lines, match check deposits, and generate itemized 1099 payout statements for your sales reps.

Yes, you have total flexibility. Because MRSware operates on simple month-to-month subscriptions, you can upgrade from Free Base CRM to Business or Plus at any time, add the AI & MCP Suite for designated team members, or change user seats whenever your needs change. All your records, historical data, commission rules, and custom settings stay intact with zero downtime.

In MRSware, "Rep Tags" refers to our multi-dimensional Category and Segmentation tagging system engineered specifically for manufacturers' representative agencies. Rather than forcing accounts into rigid single-category buckets, MRSware uses a flexible many-to-many relationship so a single customer or contact can carry multiple overlapping tags across key rep business dimensions: • Assigned Sales Reps & Territories: Tag accounts by outside sales rep, inside support specialist, sub-rep, or regional territory. • Market Sectors & Trades: Segment by industry verticals such as HVAC, Plumbing, Electrical, Commercial, OEM, Municipal, or Industrial. • Customer Types & Buying Groups: Distinguish Wholesale Distributors, Contractors, Specifying Engineers, Architects, and buying group affiliations (such as AD or IMARK). • Product Lines & Factory Brands: Tag which principal lines a customer regularly purchases, quotes, or specifies. How they empower your agency: 1. Instant Database Filtering: Pull targeted call lists or export segmented rosters in seconds (e.g., all Electrical Distributors in North Texas buying Line A). 2. Visual Context on Cards & Grids: Tags display prominently on MRSware's Compact 2-Line Cards, Multiline Cards, and summary tables without needing to open full dialogs. 3. Categories vs. Custom Fields: While Custom Fields store single-value data unique to an account (e.g., credit limits or anniversary dates), Rep Tags are global grouping labels meant for filtering and campaigns. Learn more in our Categories vs. Custom Fields Architectural Guide.

In MRSware, "Auto-Link" is an intelligent communication archiving capability built into our Integrated Email Client that bridges the gap between everyday rep email and shared agency CRM history without requiring manual data entry: • Zero-Click Contact & Company Roll-Up: As incoming and outgoing emails are processed, MRSware matches email addresses against your Master Relationship Database in real time. Messages automatically appear in the chronological activity timeline for both the individual Contact and the parent Company account. • No Manual BCC or "Log to CRM" Buttons: Unlike generic CRMs that force reps to remember awkward BCC dropbox addresses or click browser extensions for every single message, Auto-Link works silently in the background of your daily workflow. • Project & Quote Integration: Important correspondence regarding submittals, factory specifications, or pricing quotes can also be linked directly to specific Projects and Opportunities, keeping your team and factory partners aligned. • Agency Continuity & Team Collaboration: When an outside sales rep is traveling, out sick, or transitioning territories, inside customer service reps and agency principals can instantly view past customer correspondence, quote discussions, and factory answers without needing to ask the rep to forward old emails. • Full Mobile & IMAP Synchronization: Works seamlessly alongside standard IMAP email protocols on your smartphones, tablets, and webmail so read/unread flags and folders stay synchronized everywhere. Learn more about email capabilities on our Integrated E-mail Page and in Chapter 10 of the MRSware Desktop User Guide.