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More than AI. More than a Dashboard. Your Data, In Action.

Bring structure and consistency to the sales, specification, and project management workflow with our unified platform for customer management, task tracking, and pipeline visibility.

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SpecBooks Intelligence

AI-powered Insights & Reporting

Gain visibility into your showrooms, sales performance, project activity, product trends, and operational efficiency. These insights will allow you to know what is winning and why.

Key Benefits

  • Clearly track real-time sales performance

  • Spot product buying trends instantly

  • Measure operational efficiency gains

  • Monitor regional performance and changes

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AI Sales Assist Agent

See product suggestions based on community behavior, manufacturer recommendations, project requirements, and historical usage patterns. Save time on troubleshooting, improve accuracy, reduce dependency on individual product knowledge, and help ensure the correct products are selected.

Key Benefits

  • Accelerate product discovery and decision-making

  • Reduce support burden and troubleshooting

  • Increase cross-sell and upsell opportunities

  • Enhance customer experience with instant, accurate responses

  • Establish a scalable, AI-driven sales channel

AI Order Automation

Upload selection sheets, schedules, or documents from any external platform or software and automatically generate an accurate SpecBook. Remove manual data entry, accelerate your quoting and ordering process.

Key Benefits

  • Turn fixture schedules into instant quotes & submittals

  • Auto-generate picture portfolios, O&M docs, warranties & install guides

  • Get smart cross-reference recommendations for comparable products

  • Cut manual work and errors in selection & quoting

  • Streamline quoting from upload to final delivery

  • Speed up bids with AI-powered predictive accuracy

  • Boost efficiency and win more business with polished packages

Job Pipeline

Track projects with complete visibility throughout the entire sales cycle. Gain detailed insight into current opportunities and future revenue, reduce missed sales opportunities, and operate with greater efficiency and control.

Key Benefits

  • Full visibility for all your projects and task statuses 

  • Simplify pipeline value reporting

  • Increase structure and consistency for your team

Task Management

Your calendar, tasks, reminders, and SpecBooks stay fully synchronized.  Operate effortlessly as SpecBooks guides you through the sales process with project-driven tasks, reminders, and follow-ups from a single unified platform.

Key Benefits

  • Create set patterns of operation with realistic timelines 

  • Communicate project priority and solve roadblocks

Job-site QR Codes

QR Codes Icon
Delight the builders you serve and end the back-and-forth calls to your sales team with branded labels that supply all of the product installation guides, O&Ms, room location, quantities, and install guides so Pros can access everything with a single phone scan.

Key Benefits

  • Eliminates back-and-forth between showroom and job-site

  • Instant access to room location, quantities, and install guides

  • Large, scannable QR codes placed directly on product boxes

  • Reduces human error and helps your builders get the job done

Man on job site scanning a QR code with his phone. The phone shows a clear photo of the products that are in the box.

Integration

SpecBooks puts your product universe directly into the hands of every dealer, and specifier who matters — without you lifting a finger. We automatically sync your full catalog, submittals, and live order data straight from your systems into the platforms your customers already rely on. No more chasing down outdated PDFs, fixing mismatched SKUs, or manually updating spreadsheets for every project. Just one clean, always-current feed that drives more selections, faster approvals, and stronger sales momentum across North America.
 

Platform Benefits

  • Complete product catalogs with SKUs, configurations, options, finishes, and material variants

  • Full submittal packages including data sheets, certifications, and warranties

  • Real-time pricing tiers, regional availability, and current inventory levels

  • Rich product specifications with performance ratings, compliance details, and sustainability credentials

  • High-resolution images, installation guides, and marketing assets

  • Purchase order details, order status updates, fulfillment tracking, and shipment confirmations

  • Historical sales patterns, project usage trends, and repeat-order insights

  • Fully normalized, enriched records that plug directly into your ERP, PIM, CRM, or e-commerce platforms

Coming Soon

Newsfeed

Get access to publish your news, product launches, announcements, catalog updates, and important information directly on the SpecBooks Newsfeed. Reach over 50,000 distributors and showrooms across the entire network instantly and keep your partners, clients and buyers fully informed in real time.

Next Gen EDI

Put live purchase orders, confirmations, invoices, shipments, and inventory updates directly into your distribution network — instantly and bidirectionally. SpecBooks Next Gen EDI replaces slow, outdated batch files and manual EDI mapping with real-time, cloud-native data exchange that works seamlessly with any ERP or platform your partners already use. 

 

Cortex (Product Parts Finder) 

Put every replacement part and accessory from your full product line directly into the hands of your dealers, service teams, and builders — instantly searchable and ready to order. Cortex uses AI to let users find exact matches by model, serial, symptoms, or photo upload, delivering complete ordering data in seconds. No more wrong parts or lost aftermarket sales — just faster service and more revenue.

 

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