Sales intelligence, not sales software

Run your territory on
intelligence, not memory.

CovaltRep turns a field sales operation's raw commercial data into a live, ranked picture of what to do next — then stages the outreach to act on it. Venn, your AI agent, works the list alongside you.

Built for reps, specifiers, and manufacturers who sell spec-driven, recurring-purchase products.

YOU AI THE MOVE
The problem

A sales rep runs several businesses at once.

Direct accounts, channel and rep relationships, and spec relationships with architects and engineers — against one fixed target, with no purpose-built data layer under any of them.

Stale on arrivalThe monthly system-of-record export is backward-looking the day it lands.
Forecasts you can't trustReorder timing lives in a rep's head, not in a system you can act on.
Reviews built by handQuarterly territory reviews are assembled from spreadsheets, every time.
How it works

One platform. An AI agent, and the tools it works from.

CovaltRep is a sales-intelligence platform built as composable modules. Venn is the agent you talk to; SpecTrace, Meridian, and Vektor are the engines underneath it.

The AI agent

Venn

Your daily working surface. Venn narrates a ranked worklist, explains which accounts moved and why, and drafts the outreach — every action routed through an approval queue and an autonomy ladder, so you stay in control while the system does the assembling.

Tool · Cross-Checks

SpecTrace

Drop in a spec — a competitor part, a fixture, a control — and get ranked equivalents from your own catalog on the details that decide fit, plus manufacturer-portfolio capture analysis. Spec registration falls out as a byproduct.

Tool · Territory

Meridian

A dynamic territory target as a confidence-bounded range — built from addressable market, penetration, and live market signals — reconciled against your portfolio to surface the real gap to potential.

Tool · Forecasting

Vektor

Per-account, per-SKU reorder forecasting: will they buy × how much, with confidence bands and drift monitoring. The stale monthly report becomes a forward-looking "who's due" signal that drives outreach timing.

The combination

Addressable × timing = the next move

What an account could buy (SpecTrace) crossed with when they're likely to (Vektor), framed by territory potential (Meridian) — prioritization neither top-down nor backward-looking data can match.

Why it's different

A signal and action layer, not another system of record.

Action, not reporting

Every output is a prioritized next move with an owner and timing — never a static report you still have to interpret.

Forward-looking

Vektor replaces the backward monthly report with a reorder signal that says when an account is due — so outreach lands at the right moment.

The honest ceiling

Meridian derives an independent territory target and surfaces the gap against your fixed number — turning "is our target right?" into a data question.

It drafts, you decide

Everything starts in draft-and-approve. Venn earns more autonomy one capability at a time, only as its output proves reliable — always with a veto window.

AI-native product surface

Match it, size it, quote it — from any AI assistant.

CovaltRep publishes a secure MCP connector — SpecTrace plus RFQ, wired into Claude or any MCP-capable assistant. In plain language, you or your buyers can cross-check a competitor part for its best CovaltRep equivalent, recommend the right driver straight from a spec, size a project into a ready bill of materials, then submit the RFQ — each request previewed and held for an explicit confirm. No login, and it never returns pricing; a rep follows up with the formal quote.

Connector URL https://covaltrep.com/mcp
In Claude & MCP apps

Add a custom connector

  1. Open Settings → Connectors.
  2. Choose Add custom connector and paste https://covaltrep.com/mcp — no sign-in.
  3. Ask: "Cross-reference Mean Well HLG-100H-24B and RFQ 40 of the match for a Miami lobby."
SpecTrace · recommend
I've got a fixture that needs 96W at 24V with 0–10V dimming. What driver?
RecommendedATU96L24DC — 96W · 24V · 0–10V / TRIAC / ELV.
Ratings are maximums, so it covers the full 96W load.
Recommends the right driver from a spec.
SpecTrace · cross-check
Cross-reference Mean Well HLG-100H-24B for the closest equivalent.
Best matchC100L24DC-D10 ← Mean Well HLG-100H-24B
100W · 24V · 0–10V dim · spec-matched equivalent.
Cross-checks a competitor part for its best equivalent.
Tape Takeoff · BOM
Size drivers: Cove A is 20 ft, Cove B is 30 ft, 24V tape on 0–10V.
Bill of materialsCove A · 70W → 1× ATU96L24DC
Cove B · 105W → 1× VADT288L24DCOD
2 drivers · 2 zones · raw tape watts, no NEC derating — an electrician verifies circuit sizing.
Turns project details into a ready BOM.
RFQ · intake
RFQ 40× C100L24DC-D10 for the Riverside lobby, Miami.
RFQ preview40× C100L24DC-D10 · Riverside Lobby, Miami FL.
Send this to a rep?
Yes, send it.
✓ Received. RFQ-2026·RE8JCA — a rep follows up by email.
Previews, confirms, then drops the lead in your reps' worklist.

Anonymous and read-safe: it matches and sizes from published specs only, previews every RFQ before sending, and surfaces no pricing or internal data. Reps see the lead the moment it lands.

Make it yours

One platform, wearing your brand.

CovaltRep white-labels to each tenant — your name, logo, and colorway, mapped from your brand guidelines into a tenant profile. Your reps open a tool that looks like yours; the intelligence underneath is the same engine.

CovaltRep
Today's worklist
Next moves
CovaltRep · the default identity
Northgate Reps
Today's worklist
Next moves
Northgate Reps · a tenant's brand
Brightline Agency
Today's worklist
Next moves
Brightline Agency · a tenant's brand

Send your brand guidelines — logo, colorway, and naming become a tenant profile in the platform. The rep experience is yours; the engine is ours.

Pricing

All-access, per seat. Every plan includes every module.

No module-based tiering. Priced per active user, billed monthly or annually — annual is roughly two months free.

1–5 seats
$99/mo
per seat · $990/yr
6–15 seats
$79/mo
per seat · $790/yr
16+ seats
Custom
let's talk

Five-seat minimum. Graduated by band (each seat pays its tier's rate). A one-time setup fee covers data connection and configuration to first value — waived on an annual commitment.

Talk to CovaltRep

Tell us about your territory. We'll show you the gap.

Send a note about your line card, your team size, or what you're trying to fix. A specialist follows up — usually same day.

Thanks — we've got your message and someone will follow up with you shortly.