# Baucore > Baucore is the only Salesforce-native CRM built for project-based building materials sales — specification tracking, quoting, and project execution in one system. Title: Baucore – Project-Driven CRM for Building Materials Manufacturers URL: https://www.baucore.app Locale: en Upcoming Webinar: Oct 22, 2026 · 6:00 PM UTC Where Projects Are Won Turn field conversations into project intelligence. Follow one lighting agency field visit covering three projects, captured in a single voice report with SalesExt. [View event details](/events/where-projects-are-won) ![](/images/hero-banner.webp) [New: AI Agents. Baucore keeps working when you don't.](/agents) # Turn Your CRM Into an AI-Powered Salesforce Sales System for Building Materials The Salesforce-native sales app for building materials manufacturers and rep agencies. Automate project-based sales while keeping every stage visible. Baucore is a Salesforce-native CRM and sales app for building materials manufacturers, distributors and rep agencies. It structures sales around construction projects and tracks specification decisions, contractor influence, bid phases and supply chain relationships from first contact through execution. Skyline Tower Specification & Bidding Bidding Urgent ⚠Competitor product mentioned in RFP: **add as participant** Flagged by Project Watch Agent Review this 💡Submission date is unknown: **check the RFP** 2 actions pending · Skyline Tower Live in Salesforce AI Agents · New ## See What's Happening in Your Pipeline Right Now Every card below shows an action a Baucore Agent just took. No rep touched Salesforce. [ ### Baucore Inbox Reads project emails and attachments, matches the right records, and stages a quote-ready draft. Parsed 2 min ago New contact: David Sheffels, Ata Architects Attached to Skyline Tower · workflow triggered See how it works](/agents/baucore-inbox) [ ### Project Watch Agent Watches every active project for permits, ownership changes, and news, and updates the record before anyone asks. Urgent Permit approved: City of Austin, **added to Skyline Tower** Auto-updated 2h ago · no rep involved See how it works](/agents/project-agent) [ ### SpecifiQ Turns any quote request (email, PDF, spreadsheet) into a matched, structured draft quote in minutes. Draft generated spec.pdf → 14 line items matched 3 need reviewQuote #Q-1042 See how it works](/agents/specifiq) [New ### Quote Agent Edit any line item by describing the change. You review every edit before it saves. Pending your approval Steel Beam SB-240 · qty 120 → **150** Requested via chat · awaiting your confirm See how it works](/agents/quote-agent) [Explore AI Agents](/agents) Live demo flow ## Five messy emails. One quote-ready project. Watch Baucore Inbox read a shared quotes inbox, resolve every email to the right project, and stage the quote for human review. Shared inbox · quotes@agency - Lighting RFQ – Hound & Whisker TITony Ramirez - FW: Hound and Whisker Veterinary ClinicMegan Dowd - Hound & Whisker Vet – Gold River – bid 10/22Rick Salinas - RE: Lighting takeoff – H&WTony Ramirez - Fwd: please add me to this projectDana Whitfield Baucore Inbox Baucore project recordHuman in the loop 1. 2. 3. 4. 5. Inbox chaos · Five emails, five different subject lines, one project. [See Baucore Inbox in action](/agents/baucore-inbox) ## Trusted by manufacturers, agencies and distributors across the industry Over 16 years of experience digitalizing project-based sales processes in the building materials and construction supply industry. We know specification management, contractor influence, long sales cycles and complex project environments. 16+Years of Industry Expertise 0+Projects Managed ![Renson logo](/images/renson.png)![Melia Associates LLC logo](/images/melia_associates_llc_logo.jpeg)![Armatherm logo](/images/armatherm-logo-v2.png)![Big Boston Illumination Group logo](/images/big-boston-illumination-group.png)![CJS Lighting logo](/images/cjs-lighting.png)![Genisco Filters logo](/images/logo-genisco-filters.png)![Siteen 5 Hundred logo](/images/siteen5hundred.webp)![Max Frank logo](/images/MAX-FRANK_logo.png)![Osma Aufzüge logo](/images/osma-logo-minimal-300px.png)![ter Hürne logo](/images/terhuerne-logo.gif)![Messer Gas logo](/images/messer_gas_logo.png)![RECKLI logo](/images/reckli_kunde-logo.svg)![Niedax Group logo](/images/niedax-group_logo.svg)![Kampmann logo](/images/kampmann-logo-b.png)![SVT logo](/images/svt-logo.png)![Palmberg logo](/images/palmberg_logo22.svg)![Bette logo](/images/bette_logo.png)![SLV GmbH logo](/images/slv-gmbh-logo.png)![Lignotrend logo](/images/logo_lignotrend.svg)![Schotten & Hansen logo](/images/schottenundhansen-logo.jpeg)![Parador logo](/images/parador_logo.svg)![Hübner-Lee logo](/images/huebner-lee-logo.png)![Elmer logo](/images/logo-elmer.svg)![ASS Einbaugeräte logo](/images/ASS-Logo-rot.svg)![Mennekes logo](/images/mennekes-logo.png)![Kermi logo](/images/kermi-logo.svg)![Project Floors logo](/images/project-floors-logo.gif)![AL-KO logo](/images/AL-KO-Claim.svg) ![Renson logo](/images/renson.png)![Melia Associates LLC logo](/images/melia_associates_llc_logo.jpeg)![Armatherm logo](/images/armatherm-logo-v2.png)![Big Boston Illumination Group logo](/images/big-boston-illumination-group.png)![CJS Lighting logo](/images/cjs-lighting.png)![Genisco Filters logo](/images/logo-genisco-filters.png)![Siteen 5 Hundred logo](/images/siteen5hundred.webp)![Max Frank logo](/images/MAX-FRANK_logo.png)![Osma Aufzüge logo](/images/osma-logo-minimal-300px.png)![ter Hürne logo](/images/terhuerne-logo.gif)![Messer Gas logo](/images/messer_gas_logo.png)![RECKLI logo](/images/reckli_kunde-logo.svg)![Niedax Group logo](/images/niedax-group_logo.svg)![Kampmann logo](/images/kampmann-logo-b.png)![SVT logo](/images/svt-logo.png)![Palmberg logo](/images/palmberg_logo22.svg)![Bette logo](/images/bette_logo.png)![SLV GmbH logo](/images/slv-gmbh-logo.png)![Lignotrend logo](/images/logo_lignotrend.svg)![Schotten & Hansen logo](/images/schottenundhansen-logo.jpeg)![Parador logo](/images/parador_logo.svg)![Hübner-Lee logo](/images/huebner-lee-logo.png)![Elmer logo](/images/logo-elmer.svg)![ASS Einbaugeräte logo](/images/ASS-Logo-rot.svg)![Mennekes logo](/images/mennekes-logo.png)![Kermi logo](/images/kermi-logo.svg)![Project Floors logo](/images/project-floors-logo.gif)![AL-KO logo](/images/AL-KO-Claim.svg) ## Traditional CRM Is Built for One-to-One Selling. Building Materials Sales Are Many-to-Many Traditional CRM assumes one salesperson, one contact, one deal. Building materials revenue depends on projects where architects specify, contractors bid, wholesalers distribute and distributors deliver, all influencing the same job at once. Most CRM systems are account-driven and opportunity-based, with no model for the multi-stakeholder, phased reality of construction sales. Sales teams struggle with: Fragmented project information across systems Limited visibility into stakeholder influence Manual coordination across specification and bidding phases Poor transparency into substitution risk Reactive instead of structured sales execution Traditional CRM Lead account-driven ↓ Prospect no project context ↓ Opportunity one contact, one deal ↓ Order pipeline ends here Who it tracks Account contactArchitectSpecifierContractorWholesaler ✕Fragmented project info ✕No stakeholder visibility ✕Manual bid coordination ✕Blind to substitution risk ✕Reactive execution VS VS Baucore ✏️Specification Phase Specified ↓ 📋Tender & Bidding In Bid ↓ 🏆Award Awarded ↓ 🔧Execution & Order On Site Who it tracks ArchitectSpecifierContractorWholesalerDistributor ✓Full project timeline in one record ✓Stakeholder influence mapped per project ✓Structured cadence across all bid phases ✓Automatic substitution risk flags ✓Guided next-best-actions for every rep ## A Project-Centric Sales Platform Built for Building Materials Baucore extends Salesforce with a data model designed for project-based sales environments. Instead of managing isolated opportunities, Baucore structures sales around projects, the driver of revenue in construction-related industries. Full project timeline in one record Stakeholder influence mapped per project Structured cadence across all bid phases Automatic substitution risk flags Guided next-best-actions for every rep ### Track every project through its full lifecycle From first qualification through bidding, award, and on-site execution, every project phase is visible at a glance. You no longer guess where a deal stands. B Baucore Projects Project Leads Dashboards Project Quotes Accounts Project Skyline Tower ✓ Following Contractor recommendation Spec Inquiry New BOQ ▾ Project stage Building permit Status In Progress Owner 👤 Michael Arnold Project status 🟡 🟢 🟡 ✓ Qualify ✓ Specify Bidding Decision Execution Order ✓ Mark phase as Complete Related List Quick Links [Recommendations (8)](#) [Participants (10+)](#) [Inquiries (10+)](#) [BOQs (4)](#) [Project Quotes (6)](#) Project Value € 52M Our Potential € 480K Spec Status Specified Bid Deadline Jun 30 Phase Check Tender ### Map every stakeholder, their role and their influence Track every architect, contractor, distributor, and owner, along with their loyalty and performance. Know who influences the decision before anyone else does. B Baucore Projects Project Leads Accounts Project Skyline Tower ✓ Following Contractor recommendation New BOQ ▾ Participants (10+) ⚙ ↺ New 10+ Items · Sorted by Last Activity Contact · Updated 3 min ago # Account ▾ Contact ▾ Role ▾ Last Activity ▾ Loyalty ▾ Perf. 1 [Ata Architects](#) [David Sheffels](#) Architect 10/2/2026 👍 2 [McCarthy Build.](#) [Dan Crosby](#) General Contractor 4/19/2026 👍 3 [Martin Supply](#) [Johnny Dealer](#) Distributor 3/10/2026 👎 4 [Tishman Speyer](#) — Building Owner 12/20/2025 👍 5 [Hilti](#) — Competitor — 👎 [View All Participants](#) Recommendations ▾ Review this Stakeholder Find out the planning party, contact the architect Building type unknown. Find out Product Find and input product, volume, and unit Bid date is in the past, please check Properties Project volume unknown. Find out ### AI-guided next actions for every project Baucore's recommendation engine checks project completeness in real time and flags missing bid dates, unknown volumes, and uncontacted stakeholders. B Baucore Projects Project Leads Accounts Project Skyline Tower ✓ Following Spec Inquiry New BOQ ▾ Status Stakeholder Tender author Competitor Product Project type Product, volume, unit Our product is mentioned Timeline Bid date Properties Project volume Recommendations ▾ Review this Find out the planning party, contact the architect Building type unknown. Find out Find and input product, volume, and unit Bid date is in the past, please check Project volume unknown. Find out ### Visualize the supply chain and influence network The Decision Graph maps every relationship between project participants: who influences whom, where your product is specified, and where substitution risk sits. B Baucore Projects Project Leads Accounts Project Skyline Tower ✓ Following Contractor recommendation New BOQ ▾ Details Map Decision Graph Quote Timeline Supply chain Time Limit (months)24 ⊞ ↺ Ata ArchitectsTishman SpeyerMcCarthy GCSpecifierHilti ⚠Martin SupplyHändler✓ Our product specifiedSpecifiedRiskNeutral ### Complete activity history across the full project timeline Baucore logs every call, email, site visit, and task, grouped by month and linked to contacts. Your team can see what happened and who did it, years back if needed. B Baucore Projects Project Leads Accounts Project Skyline Tower ✓ Following New BOQ ▾ Activity Chatter Roll Up Activity 📋 ▾ ✉ ▾ 📅 ▾ 📞 ▾ Filters: All time · All activities · All types · [Refresh](#) · [Expand All](#) · [View All Activities](#) ▾ Upcoming & Overdue › ✅ Call about Submission Results You have an upcoming task with [Alex Toye](#) 10/21/2026 › ✅ Evaluation of the outgoing offers You have an upcoming task 10/13/2026 View More ▾ October – 2025 Last Year › 📍 Site visit You had an event 7:00 AM | Oct 11, 2025 ▾ October – 2024 2 Years Ago › 🍽 Lunch and learn You had an event with [Jim Conger](#) 9:00 AM | Oct 16, 2024 ▾ October – 2023 3 Years Ago › ✉️ Our recommendation for Skyline Tower 🔗 You sent an email to [David Sheffels](#) 11:18 AM | Oct 17, 2023 01 #### Project Lifecycle Full phase tracking from qualification to order Skyline Tower QualifySpecifyBiddingDecisionExecutionOrder Project Value € 52M Our Potential € 480K Spec Status Specified Bid Deadline Jun 30 02 #### Stakeholders All participants, roles, loyalty and influence Ata Architects David Sheffels Architect McCarthy Build. Dan Crosby General Contractor Martin Supply Johnny Dealer Distributor Tishman Speyer — Building Owner Hilti — Competitor 03 #### Recommendations AI-guided next actions per project Stakeholder Tender author Competitor Product Project type Product, volume, unit Our product is mentioned Timeline Bid date Properties Project volume 04 #### Decision Graph Supply chain and influence network map Scroll to see the full graph → Ata ArchitectsTishman SpeyerMcCarthy GCSpecifierHilti ⚠Martin SupplyHändler✓ Our product specifiedSpecifiedRiskNeutral 05 #### Activity Timeline Full history of every interaction ✅ Call about Submission Results You have an upcoming task with Alex Toye 10/21/2026 ✅ Evaluation of the outgoing offers You have an upcoming task 10/13/2026 📍 Site visit You had an event 10/11/2025 ✉️ Our recommendation for Skyline Tower You sent an email to David Sheffels 10/17/2023 ## Why Building Materials Manufacturers Choose Baucore A project-based sales system takes more than a Salesforce rollout. Baucore combines building materials industry expertise and implementation experience with Salesforce architecture. ![Steel beams](https://images.unsplash.com/photo-1530569673472-307dc017a82d?auto=format&fit=crop&q=80&w=800) ### Industry-Specific Focus Built for manufacturers, rep agencies and distributors in construction. No generic sales tool sits underneath. ![Architectural glass](https://images.unsplash.com/photo-1486406146926-c627a92ad1ab?auto=format&fit=crop&q=80&w=800) ### Project-Based Methodology Baucore organises sales around projects, the driver of demand, so every activity ties back to where revenue is won or lost. ### Salesforce-Native Architecture Runs on Salesforce, so you maintain no separate system and keep your existing data, users and security model. ![Sustainable wood](https://images.unsplash.com/photo-1504307651254-35680f356dfd?auto=format&fit=crop&q=80&w=1200) ### Integrated System Design Baucore connects ERP, DMS, CRM, email and project data providers in one shared record. ![Brick wall](https://images.unsplash.com/photo-1558618666-fcd25c85cd64?auto=format&fit=crop&q=80&w=800) ### Long-Term Enablement Training, adoption and optimisation continue after go-live, because value comes from teams using the system. ### Autonomous AI Agents Baucore does not go stale after configuration. Agents keep watching, matching, and drafting long after go-live, and the platform improves with every project. We Know Your Business ## Covering the Entire Project-Based Sales Lifecycle We know the project sales lifecycle from first specification through final delivery. Baucore is built around every stage from the start. [ ### Lead Intake & Qualification Capture project data from email, ERP and external data providers. ](/product/lead-intake-qualification) [ ### Project Development & Specification Management Track stakeholders, basis of design and substitution risk. ](/product/project-development-specification) [ ### Quoting & Execution Manage multiple bidders, workflows and task coordination. ](/product/quoting-execution) [ ### Insights & Optimization Analyze performance, margin and stakeholder influence patterns. ](/product/project-intelligence) [ ### Order, Delivery & Support Track execution, follow-ups and support cases. ](/product/project-execution-support) ## Building materials sales software, answered What is Baucore? Baucore is a Salesforce-native CRM and sales app for building materials manufacturers, distributors and rep agencies. It organizes sales around construction projects instead of isolated opportunities. How does Baucore automate building materials sales? Baucore automates project lead intake, specification tracking, quote preparation, follow-up tasks and project updates. Your team reviews the suggested action before it changes a Salesforce record. Why does a building materials company need a project-based CRM? A single construction project can involve architects, contractors, distributors and several bidders. Baucore keeps their roles, decisions, quotes and project stages connected in one Salesforce record. Does Baucore replace Salesforce? No. Baucore runs natively on Salesforce, using your existing users, security model and data foundation while adding workflows for project-based building materials sales. ## TOP 5 mistakes when implementing Salesforce for building materials [Read online](/resources/top-5-salesforce-mistakes-building-materials) ![Top 5 mistakes when implementing Salesforce for building materials](/images/Top-5-mistakes-when-implementing-Salesforce-for-building-materials_preview-800x534-1.jpeg) ## Case Studies Our case studies show how we solve industry-specific problems for customers with technology and strategy. ![TOP 5 mistakes when implementing Salesforce for building materials](/images/baucore-by-ibs-technology-preview-meta.jpg) Industry Insights ### TOP 5 mistakes when implementing Salesforce for building materials ![How to Manage Multiple Quotes & Bidders in Building Materials Sales](/images/multiple-quotes-multiple-bidders.jpg) Whitepaper ### How to Manage Multiple Quotes & Bidders in Building Materials Sales ## Join Us Live Live webinars and in-person sessions on AI agents, specification tracking, and project-based sales for building materials. [ ![Where Projects Are Won](/images/events/where-projects-are-won.webp) Webinar US ## Where Projects Are Won Turn field conversations into project intelligence. Follow one lighting agency field visit covering three projects, captured in a single voice report with SalesExt. Oct 22, 2026 · 6:00 PM UTC ](/events/where-projects-are-won) [ ![One Project, From First Conversation to Final Commission](/images/events/one-project-first-conversation-to-final-commission.webp) Webinar US ## One Project, From First Conversation to Final Commission What changes when sales, inbox, quoting, orders, customer service and commissions run around one project, from first conversation to final commission. Nov 5, 2026 · 7:00 PM UTC ](/events/one-project-first-conversation-to-final-commission) [View all events](/events) ## What our customers say about us "Right Tool for the Job – This is a fantastic tool for capturing and managing projects that have multiple potential winners and then tracking the relation and history of those projects and accounts. The Baucore team is super responsive, great at training and has helped curate this tool to make it more usable for our organization by keeping things standardized." ![Travis Posey](/images/travis_posey-Vice-President-HSI-Sensing.jpeg) Travis Posey Vice President, HSI Sensing "With Baucore, ter Hürne has gained unparalleled insights into our flooring market and opportunities, enabling us to grow our business faster with reduced cost – improving our efficiency and increasing our win rates." ![Dirk Becker](/images/Dirk-Becker_ter-huerne-baucore.app-testimonial-profile.jpg) Dirk Becker Sales Manager, ter Hürne "In a world that's becoming more complex by the hour, we wanted to keep things simple for both ourselves and our customers. Thanks to our Partner Baucore, we've been able to prioritize speed, simplicity and scalability throughout the whole implementation process. Our customer data has found a secure home, allowing us to continuously improve the overall customer experience." ![Patrick Wagner](/images/Patrick-Wagner-osma-aufzuege-testimonial.jpeg) Patrick Wagner CTO, Osma Aufzüge ## From the Blog Practical insights on specification tracking, project-based sales, and running Salesforce for building materials. [![Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox](/images/blog/introducing-baucore-for-agencies.webp) Product Announcement ## Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox Baucore for Agencies connects field activity, inbox intake, projects, quoting, orders, service and commissions on one project record for rep agencies. September 22, 2026 · 5 min read Read more ](/blog/introducing-baucore-for-agencies) [![When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility](/images/blog/requoting-under-tariff-volatility.webp) Sales Process ## When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility A revalidation request lands mid-bid and steel prices have moved. Rebuilding the quote from scratch invites errors. Line-level requoting changes that math. September 14, 2026 · 6 min read Read more ](/blog/requoting-under-tariff-volatility) [![From Email to Quote-Ready Without a Rep Touching Salesforce](/images/baucore-inbox-evidence-mockup-full.webp) Baucore Inbox ## From Email to Quote-Ready Without a Rep Touching Salesforce An RFQ thread with a buried spec, a renegotiated price, and six stakeholders. See how Baucore Inbox turns it into an evidence-backed quote automatically. September 4, 2026 · 7 min read Read more ](/blog/email-to-quote-ready-without-a-rep) [View all articles](/blog) --- Title: AI Agents for Building Materials Sales Teams | Baucore URL: https://www.baucore.app/agents Locale: en Product # AI Agents Autonomous agents for building materials sales Baucore Agents work in the background to handle repetitive tasks, surface the right information at the right time, and catch what falls through the cracks in your project-driven sales process. ## Key Capabilities AI-powered automation for sales workflows Autonomous monitoring and action across projects Integration with your inbox, calendar, and CRM Built for the complexity of construction project cycles ![AI Agents](/images/baucore-agents-og-image.png) ## Explore AI Agents Features [ ### Baucore Inbox From inbox to quote-ready, with the evidence behind every line. Baucore Inbox reads incoming project emails and their attachments, matches them to the right Account, Contact, and Project, follows the thread as it evolves, matches each line to your Salesforce products, and stages a fully sourced quote, so no rep re-types it into Salesforce. Parsed 2 min ago Attached to Skyline Tower Learn more ](/agents/baucore-inbox)[ ### Project Watch Agent Nobody can keep watch on 200 projects at once. It can. The Project Watch Agent stands watch over every active project in your pipeline across the public web and your own CRM. It catches what changed, writes the update into the project record, and surfaces stakeholders you didn't know were involved. Your pipeline stays current without anyone maintaining it. Urgent Permit approved: City of Austin, **added to Skyline Tower** Learn more ](/agents/project-agent)[ ### SpecifiQ From project requirements to a complete, accurate quote in minutes SpecifiQ reads any incoming quote request, whether pasted text, a forwarded email, a PDF specification, or an Excel bill of materials, and turns it into a full project record with the linked account, contact, and participants, plus a structured, editable draft quote with the right products and quantities. Your team reviews, adjusts, and approves. The approved quote stays linked to that project, account, contact, and its BOQ/BOM, and the agent learns from every correction to improve future selections. Draft generated 3 need review Learn more ](/agents/specifiq)[ ### Quote Agent AI Line-Item Editing for Construction Quotes Quote Agent is Baucore's built-in AI assistant for the quote editor. It turns pasted spreadsheet data into structured, catalog-matched quote lines, and lets sales teams edit dozens of line items at once with a single plain-English instruction. Pending your approval Qty 120 → **150** Learn more ](/agents/quote-agent) --- Title: Baucore Inbox: AI Email-to-Quote Automation | Baucore URL: https://www.baucore.app/agents/baucore-inbox Locale: en Feature # Baucore Inbox From inbox to quote-ready, with the evidence behind every line. Baucore Inbox reads incoming project emails and their attachments, matches them to the right Account, Contact, and Project, follows the thread as it evolves, matches each line to your Salesforce products, and stages a fully sourced quote, so no rep re-types it into Salesforce. [Calculate your savings](#inbox-savings-calculator) ![Baucore Inbox turns a messy inbox into a quote-ready record: Quote Intake line items and matched project participants](/images/baucore-inbox-og-image.webp) ## Before Baucore Inbox Turn email into work. An RFQ arrives with a scope buried in an attached PDF, and a rep re-types the project, the contact, and every line item by hand. A rep re-types the project, the contact, and every line item by hand Three replies later, the price has changed twice Two half-duplicate project records exist for the same opportunity Nobody can say which page the disputed number came from Three replies later, the price has changed twice, there are two half-duplicate project records, and nobody can say which page the disputed number came from. ## WITH BAUCORE INBOX Baucore Inbox reads the email and its attachments, creates or updates the right Account, Contact, and Project, keeps every reply on the same project and the same quote instead of forking a new record, and stages a quote where every line item is matched to a product in your Salesforce price book and linked to the page and screenshot it came from. Email flows into Extraction, which also reads drawing title blocks for any attached drawing, then Match & Create, producing Quote Intake with a future branch for More Flows Coming. Baucore Inbox Process ## From email to matched records and, today, a staged quote. An email arrives, attachments and linked files included. Baucore Inbox extracts what's in it, matches the account, contact, and project against existing records, updating them or creating new ones, and reads intent. A quote request is staged as a Quote Intake, with each line matched to a Salesforce product and backed by page-level evidence today; more intents are on the roadmap. RFQ.pdf Email ExtractionText, attachments, BOMs & linked files Reads Drawing Title Blocks Drawing sheets open with no extra step for the rep Architect Engineer Legal Project Name Match & Create Account Contact Project Matched against existing records, or created Quote intent? Quote IntakeEvidence-linked More Flows ComingProject management, customer service, shipping notifications, and order updates are next on the roadmap RFQ.pdf Email ExtractionText, attachments, BOMs & linked files Reads Drawing Title Blocks Drawing sheets open with no extra step for the rep Architect Engineer Legal Project Name Match & Create Account Contact Project Matched against existing records, or created Quote intent? Quote IntakeEvidence-linked More Flows ComingProject management, customer service, shipping notifications, and order updates are next on the roadmap Every matching rule and intent workflow runs natively in Salesforce, so your admin team can configure or extend it without waiting on a product release. ## What Baucore Inbox Does ### Two Inbound Channels A dedicated Inbox email address or the Outlook add-in. Mail arrives from wherever your team already works. ### Reads the Message and Every Attachment Extraction runs on the email and every attached spec sheet, takeoff, bill of materials (BOM), or PDF, because in building materials the scope usually sits in the attachment. Files shared by link on Dropbox, OneDrive, and similar providers are pulled in the same way. ### Opens Drawings Automatically Attached drawing sheets open automatically, and Baucore Inbox reads the title block for the architect, engineer, other key contacts, and the legal project name, so it captures participants even when a drawing set is the only file attached. ### Auto-Match or Create, Across Four Object Types Matches or creates Account, Contact, Lead, and Project records, including every stakeholder on the distribution list and the sender. One forwarded email can resolve six companies and contacts, with roles inferred: project manager, architect, specialist engineer, engineer, owner. ### Thread-Aware Updates One project, one record, however many replies it takes. Built on the Inquiry object, Baucore Inbox recognizes a new message on a thread it has already seen and updates the existing project and quote instead of creating a duplicate. ### Intent-to-Flow Automation RFQ, order update, or shipping notification: Inbox reads the intent and routes the message to the matching flow. ### Matches Quote Lines to Your Salesforce Products Pick a price book and Baucore Inbox matches each extracted line to an existing Salesforce product record with one click on "Match All Products". Every match carries a confidence score, with the source file and page beside it. Review, swap, or remove a match before anything becomes a quote. ### Evidence Capture Every line in the Quote Intake is traceable to the exact file and page it came from, with a screenshot attached. When two documents cover the same scope, Baucore Inbox cross-references them and explains its reasoning in plain language, for example "these two documents agree, here's the page, and here's what I couldn't find." ## Incoming mail covers more than new RFQs A fresh quote request. A revision to one already in flight. The same project, asked by a second distributor. "Where is my order?" A damage report. They land in the same inbox, and each is different work. Baucore Inbox reads the intent of each message and hands it to the workflow mapped to it. The intents are yours to define and the flows are yours to build. Both live in Salesforce, where your admin changes them without waiting on a product release. It reads the message, its attachments, and the files shared by link on Dropbox, OneDrive or Google Drive, downloaded automatically. It proposes the intent, the project, the participants and the extracted scope, each traceable to the page it came from. You decide. The mapped workflow starts when you start it. ## One project, many requesters On a live project the same scope comes back more than once. A second distributor bids the job. A contractor asks for pricing against the same fixture schedule. If each email stands alone, you get separate projects, separate quotes, and separate versions of the truth. AI Project Match compares each incoming request against the projects you already have and ranks the candidates by fit, showing what the score is based on. Once someone confirms the match, the request joins the project it belongs to as its own inquiry. One project record, however many people ask about it. ## HOW IT WORKS 1 Email arrives through a dedicated Inbox address or the Outlook add-in, attachments included. 2 AI reads and matches: it extracts sender, participants, project, and intent from the message and its attachments, then matches them against existing records or creates new ones. 3 Record created, or updated on a reply: a new thread creates a new Project; a reply on a known thread updates the same Project and the same Quote Intake instead of duplicating it. 4 Quote staged, with evidence: every extracted line item cites its source file and page with a captured screenshot, and Inbox matches it to a product in your Salesforce price book, ready for review. ## Watch the recording [View all events](/events) [ ![Your Inbox Is Running Your Agency](/images/events/your-inbox-is-running-your-agency.webp) Webinar US ## Your Inbox Is Running Your Agency How lighting agencies turn incoming emails and attachments into organized, quote-ready and customer-service work without adding administrative headcount at the same rate. Oct 8, 2026 · 6:00 PM UTC · Past ](/events/your-inbox-is-running-your-agency) Live demo flow ## Five messy emails. One quote-ready project. Watch Baucore Inbox read a shared quotes inbox, resolve every email to the right project, and stage the quote for human review. Shared inbox · quotes@agency - Lighting RFQ – Hound & Whisker TITony Ramirez - FW: Hound and Whisker Veterinary ClinicMegan Dowd - Hound & Whisker Vet – Gold River – bid 10/22Rick Salinas - RE: Lighting takeoff – H&WTony Ramirez - Fwd: please add me to this projectDana Whitfield Baucore Inbox Baucore project recordHuman in the loop 1. 2. 3. 4. 5. Inbox chaos · Five emails, five different subject lines, one project. ![Baucore Inbox Participant Management matching electrical contractors, engineer, general contractor, interior designer and tenant, with their contacts, from one project email thread](/images/baucore-inbox-participants-webinar.webp) One forwarded email thread, every company and contact matched or created: electrical contractors, engineer, general contractor, interior designer, and tenant, each identified and linked to the project. Extraction with evidence ## A real Quote Intake ![Baucore Inbox Quote Intake line items with a source file per line, plus Warnings and Correlation Notes explaining quantity changes from a later email](/images/baucore-inbox-quote-intake-notes-webinar.webp) This is a real Quote Intake, mid-thread. A reply changed quantities and added line items. Baucore Inbox updated the intake, kept the prior extraction under Historical Data, and explained what changed and why. ![Baucore Inbox Quote Intake with a price book selector, Match All Products button, and five quote lines each matched to a Salesforce product with a 75% or 99% confidence score](/images/baucore-inbox-product-matching.webp) Product matching is optional. Pick a price book and Baucore Inbox matches every extracted line to an existing Salesforce product, with a confidence score per line and the source file and page beside it. Review or swap any match before the quote is created. Without a price book, the Quote Intake works as in the first view. Built natively on the platform you already trust [![Salesforce Partner](/images/Salesforce_Partner_Badge_RGB.png)](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMawdUAD) [ Latest from the blog ### From Email to Quote-Ready Without a Rep Touching Salesforce How Baucore Inbox turns an inbound RFQ into a sourced, evidence-backed quote. Read the article ](/blog/email-to-quote-ready-without-a-rep) ROI calculator ## What is your agency’s inbox really costing you? Every RFQ, spec sheet and lighting schedule that lands in your inbox is typed, filed, researched and chased by hand. Enter your volumes and your team’s burdened rates to see what Baucore Inbox gives back. Estimated annual savings $147,262 2,260 hours back to your team every year 2,260 hours returned / year 1.3 FTE equivalent 57% of inbox-to-quote workload removed +134% more inquiries handled, same team How much of the modeled time do you expect to realize? Adoption, exceptions and review time. Lower is more conservative. **75%** realized Estimates only. Based on the volumes, task times and rates you enter plus typical benchmarks for lighting rep agencies. Actual results vary. ### 1\. Your agency Start from a typical profile, then tune every number to match reality. Project-related emails / month RFQs, spec updates, addenda, submittals, replies New projects / leads per month Distinct jobs entering your pipeline RFQs / BOMs received per month Requests that need a takeoff or schedule review Avg line items per RFQ / BOM Fixtures, drivers, controls, accessories Quotes issued per month Include revisions and re-quotes Documents per project Plans, specs, schedules, addenda, cut sheets Participants per project Architect, engineer, GC, EC, distributor, owner ### 2\. Your team & fully burdened rates Headcount and hourly cost per role (salary + benefits + overhead). Set headcount to 0 for roles you don’t have — time is re-allocated to the roles that remain. Role Headcount Burdened $/hr Principal / OwnerReviews big bids, relationships, approvals VP Sales / Sales ManagerPipeline, forecasting, rep coaching Operations LeaderProcess, systems, order flow Quotations ManagerOwns quote queue and turnaround Quoter / EstimatorTakeoffs, pricing, quote build Inside Sales / ApplicationsInbound requests, product support A&D Rep (Specifier)Architects, designers, engineers Contractor / Distributor RepElectrical contractors, distributors Controls Technician / SpecialistControls scope, schedules, startup Sales Admin / CoordinatorFiling, order entry, follow-up ### 3\. What Baucore Inbox automates Eleven manual steps between “email arrives” and “quote goes out”. Adjust minutes per task to match how your team works, or switch a step off. **Core** steps run on Baucore Inbox’s email capture, AI extraction, project matching and Inquiry-to-Quote today. **Extended** steps cover attachment-level work (filing documents, schedule snapshots, line items, web research).Include extended Include Task Units / mo Manual min With Baucore min Hrs saved / yr $ saved / yr Inbox triage & intent sorting CoreRead, classify (RFQ, addendum, info request, meeting) and route each email 1,200 378 $25,893 Project & lead intake CoreCreate the project record: name, address, bid date, scope, source 120 144 $9,007 Name & participant extraction CorePull architect, engineer, GC, EC, distributor and contacts; assign roles 720 146 $8,034 Project match & duplicate check CoreIs this a new job or another email on a known one? Link, don't duplicate 120 63 $3,736 Acknowledgements & clarifying replies CoreConfirm receipt, ask for missing plans/schedules, set expectations 90 34 $1,934 Next-step planning & task creation CoreDecide who does what by when: follow-ups, tasks, flows launched from intent 120 90 $8,195 Quote assembly (Inquiry-to-Quote) CoreBuild the quote from captured scope: cross-reference, price, format, send 140 357 $22,848 Download, name & file documents ExtendedSave plans, specs, addenda to the right place with a consistent name 960 202 $10,765 Create project file folders ExtendedStandard folder structure per job so nothing is lost at handoff 120 50 $2,454 Capture lighting schedule snapshots ExtendedFind the fixture/controls schedule in the plan set and clip it for takeoff 90 95 $6,228 Line-item & quantity entry ExtendedKey fixture types, quantities and accessories from schedules and BOMs 5,400 486 $30,229 Project web research ExtendedOwner, GC, bid date, spec status, competing lines, who's involved 120 216 $17,939 Advanced: realization & investment Productive hours per FTE / year Used for FTE-equivalent Baucore platform licence ($/yr) Optional. Add if comparing the full Baucore subscription ### Where the time comes back Annual hours saved by task Inbox triage & intent sorting 378 h Project & lead intake 144 h Name & participant extraction 146 h Project match & duplicate check 63 h Acknowledgements & clarifying replies 34 h Next-step planning & task creation 90 h Quote assembly (Inquiry-to-Quote) 357 h Download, name & file documents 202 h Create project file folders 50 h Capture lighting schedule snapshots 95 h Line-item & quantity entry 486 h Project web research 216 h ### Who gets their week back Annual savings by role, and hours returned per person each week Role Hrs saved / yr Hrs / person / wk $ saved / yr Principal / Owner 76 0.8 $11,340 VP Sales / Sales Manager 54 1.1 $6,750 Operations Leader 23 0.5 $2,223 Quotations Manager 337 7.0 $26,972 Quoter / Estimator 676 4.7 $39,222 Inside Sales / Applications 479 5.0 $24,887 A&D Rep (Specifier) 126 0.9 $10,687 Contractor / Distributor Rep 42 0.3 $3,173 Controls Technician / Specialist 148 3.1 $10,632 Sales Admin / Coordinator 299 6.2 $11,376 Total 2,260 $147,262 ### Return on investment Baucore Inbox credits sized to 1,200 emails/month at 50 credits per email (60,000 credits/month). $17,250 annual investment (Inbox credits) $130,012 net annual benefit 754% return on investment 1.4 mo payback period Lowest-cost plan: Tier 2 plus 3 top-up packs per year (top-ups never expire). Prices exclude VAT. ### Optional upside: faster quotes win more Not included in the headline number. Replying and quoting faster typically lifts win rate. Average quote value ($) Win-rate lift (points) e.g. 22% to 23% = 1.0 Agency commission rate (%) +17 additional wins / year $21,000 additional commission / year ## The Benefits Faster response times without changing email habits Less manual data entry and copy-paste work Consistent handling of inbound requests across the whole thread Every quote line traceable to its source page instead of a rep's memory Reps keep working in email. Baucore Inbox does the data entry. ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams handling high volumes of project-related email communication across long and complex sales cycles ## Frequently Asked Questions --- Title: Project Watch Agent | Baucore Building Materials CRM URL: https://www.baucore.app/agents/project-agent Locale: en Feature # Project Watch Agent Nobody can keep watch on 200 projects at once. It can. The Project Watch Agent stands watch over every active project in your pipeline across the public web and your own CRM. It catches what changed, writes the update into the project record, and surfaces stakeholders you didn't know were involved. Your pipeline stays current without anyone maintaining it. [See What It Finds](#try-it-live) ![Project Watch Agent summary card: nobody can keep watch on 200 projects at once, but it can](/images/project-agent-og-image.png) ## What nobody is watching is what costs you the spec. Building materials projects run for years, pass through dozens of stakeholders, and change constantly: permits clear, ownership transfers, GCs win awards, decision-makers move on. A rep can keep watch on the handful of projects in front of them this week. The rest of the portfolio moves unwatched. Permit approvals, ownership changes, and company announcements land with nobody watching, so you hear about them after the decision is made Contacts change roles, firms, or project teams, and the CRM record goes stale High-potential projects go silent and no one notices A spec position gets displaced weeks before the rep sees the threat Substitution requests sit unprocessed while a competitor moves on them Pipeline reviews run on rep memory instead of project evidence Revenue leaks when nobody is watching the project. ## An always-on watch over every project in your pipeline. The Project Watch Agent monitors public sources and your CRM without pause, matches each signal to the right project record, alerts the rep who owns it, and writes the update into Salesforce, automatically or on a single confirmation. Reps have no research to run, no data to enter, and no unwatched projects. ## Core Capabilities ### Continuous Public Watch Scans any publicly available source for developments that touch an active project, including permit databases, news feeds, company registries, professional directories, and industry announcements. It runs continuously. ### Signals on the Project Record The agent posts every relevant development against the matching project and pushes it to the responsible rep in real time. Signals reach the rep directly instead of sitting in a feed. ### Hands-Off Field Updates The agent updates stage, timeline, product specs, and contact details automatically, or holds them for a single confirmation. You set which. ### Stakeholder Discovery Identifies architects, general contractors, owners, and consultants entering the project from public sources, and adds them to the record with one tap. ### Project Health Watch Keeps a running read on every project across the dimensions that decide the outcome: specification status, stakeholder engagement, competitive risk, timeline alignment, and stage progression. ### Document Capture Where project documents are published publicly, the agent retrieves them and lifts the relevant details onto the project record so the information sits in your CRM instead of a PDF nobody has opened. ## How It Works 1 The Watch Agent monitors public sources and your CRM continuously, every active project in parallel 2 The agent matches each signal it catches, such as news, a personnel change, a permit update, or a company announcement, to the project record it belongs to 3 The responsible rep gets an alert, and the agent applies the field updates or holds them for confirmation 4 The agent presents newly identified stakeholders for one-tap addition to the project 5 Every rep starts the day with a prioritized action list built from both internal CRM signals and external intelligence Live preview ## Put a watch on one of your projects. Enter a project name and location. We'll run a quick preview pass and show what the Watch Agent can surface. Inside Baucore, the Watch Agent runs deep, continuous research on every project you watch. Project name Location ## Business Value Catch permit approvals, ownership changes, and company news at the moment they matter to a live project Keep every project record current with no manual research. The agent finds the update and applies it Recover the revenue that stalled projects and missed follow-ups take off the table Let managers coach on project evidence instead of rep perception Win more by acting on competitive risk while it's still reversible Grow rep capacity without headcount: one rep can hold watch over a larger portfolio ## Who This Is For Senior reps carrying large, complex project portfolios across multiple accounts Rep agencies running projects across several manufacturer lines at once Sales managers accountable for pipeline health and data accuracy across a large team Organizations with long project cycles, where a stakeholder change or a piece of news creates an expensive blind spot Teams that want CRM records to stay current without anyone maintaining them Any organization where the number of projects and the pace of change exceed what human attention can reliably watch. ## Frequently Asked Questions --- Title: SpecifiQ: AI Quote Drafting from Requests | Baucore URL: https://www.baucore.app/agents/specifiq Locale: en Feature # SpecifiQ From project requirements to a complete, accurate quote in minutes SpecifiQ reads any incoming quote request, whether pasted text, a forwarded email, a PDF specification, or an Excel bill of materials, and turns it into a full project record with the linked account, contact, and participants, plus a structured, editable draft quote with the right products and quantities. Your team reviews, adjusts, and approves. The approved quote stays linked to that project, account, contact, and its BOQ/BOM, and the agent learns from every correction to improve future selections. ![SpecifiQ quote intake position showing a matched drainage pipe product with confidence score, selection reasoning, and flagged gaps for review](/images/specifiq-featured-en.webp) ## The Problem Quoting in the building materials industry is slow, error-prone, and dependent on individual expertise. Quote requests arrive in many formats, and translating those requirements into the right product mix still takes manual effort and hard-won product knowledge. Quote requests arrive as emails, Excel spreadsheets, PDF specs, and hand-written notes, with no consistent format Translating project requirements into the right product mix requires deep catalog knowledge that not every rep has Reps copy-paste between documents, spreadsheets, and the CRM, a slow, error-prone process Inconsistent product selections across the team lead to missed margins and pricing variations New reps take months to build the product knowledge needed to quote accurately and confidently Slow quotes, mismatched products, and inconsistent pricing follow because translating project requirements into a quote is still a manual, expert-dependent process. ## THE SOLUTION SpecifiQ drafts quotes on demand. Paste in an email, upload a PDF spec or Excel BOM, and the agent reads the requirements, matches them to your product catalog, and generates a complete draft quote with the right products, quantities, and pricing. Your team reviews the draft, edits anything the agent got wrong, and approves. Every correction teaches the agent to do better next time. SpecifiQ Process ## One inquiry becomes a quote linked to every related record. Drop in an inquiry with a specification file. SpecifiQ matches the account, contact, and project against existing records, updating them or creating new ones, and does the same for the bill of quantities, then generates a quote linked to every one of them. spec.pdf Inquiry QuoteAuto-generated Account Matched or created Contact Matched or created Project Matched or created Bill of Quantities Matched or created spec.pdf Inquiry QuoteAuto-generated Account Matched or created Contact Matched or created Project Matched or created Bill of Quantities Matched or created ## Core Capabilities ### Multi-Format Input Accepts any form of quote request: pasted email text, uploaded PDF specifications, Excel bills of materials, or free-text project descriptions. The agent needs no reformatting or manual translation. ### Requirements Parsing & Product Matching Reads the incoming request and maps project requirements (dimensions, product categories, quantities, and substitution needs) to the correct items in your product catalog with no manual lookup. ### Editable Quote Draft Presents a structured draft with selected products, quantities, and pricing that your team can modify inline. Change a product, adjust a quantity, or add a line item. The agent generates the starting point and your team refines it. ### Human-in-the-Loop Approval Every quote goes through your team before it leaves the system. The agent handles the tedious first draft; your reps apply their expertise and judgment before the quote reaches the customer. ### Continuous Learning from Corrections When a rep changes a product the agent selected, the agent records the substitution and links it to the type of requirement that triggered the original selection. Over time it adjusts its matching logic to reflect your team's actual preferences, so every correction improves future quotes. ### End-to-End Project & Quote Linking SpecifiQ captures the inquiry as a full project record and a quote, with the account, contact, and participants (contractor, architect, and other project roles) identified and linked. The approved quote stays connected to that project, account, contact, and its underlying BOQ/BOM line items, so no document sits on its own. ## How It Works 1 Paste a quote request email, upload a PDF spec or Excel BOM, or type project requirements directly into the agent 2 SpecifiQ captures the inquiry as a structured record, extracts project details, account, and contact, and matches them to existing records or creates new ones 3 SpecifiQ identifies participants (roles and companies, such as the contractor or architect) and links them to the project 4 The agent parses the requirements into line items (BOQ/BOM) and matches them against products, quantities, and specifications in your catalog 5 The agent generates a structured draft quote with matched products from your catalog, including pricing 6 Your team reviews the draft and edits products, quantities, or prices directly in the interface 7 When a product is changed, the agent logs the substitution and updates its product selection logic for similar future requests 8 The agent saves the approved quote and links it back to the corresponding project, account, contact, and BOQ/BOM ## Business Value Cut quoting time from hours to minutes, with no manual lookups, copy-pasting, or starting from scratch Standardize product selection across your team: less reliance on individual expertise, more consistent margins Ramp new reps faster: the agent handles the hardest part of translating requirements into the right product mix Capture every quoting opportunity without the bottleneck of expert availability Improve quote accuracy with every correction your team makes Get one connected record trail from inquiry to project, account, contact, and participants through to the approved quote and its BOQ/BOM, instead of re-entering the same data across systems Teams using SpecifiQ spend less time on first drafts, and the drafts need fewer corrections as the agent learns from each rep's edits. ## Who This Is For Sales teams receiving high volumes of quote requests in mixed formats: email, PDF, Excel, and plain text Organizations where quoting accuracy directly impacts margin and win rates Teams with new or junior reps who need support translating project specs into the right product mix Managers looking to standardize quoting across their team and reduce inconsistent pricing Any organization where slow quoting is a reason deals are lost to faster competitors Fits any organization where answering a quote request takes hours instead of minutes. ## Frequently Asked Questions --- Title: Quote Agent: AI Line-Item Editing for Construction Quotes URL: https://www.baucore.app/agents/quote-agent Locale: en Feature # Quote Agent AI Line-Item Editing for Construction Quotes Quote Agent is Baucore's built-in AI assistant for the quote editor. It turns pasted spreadsheet data into structured, catalog-matched quote lines, and lets sales teams edit dozens of line items at once with a single plain-English instruction. ![Quote Agent banner: "Ask, it's done": plain-English commands update every quote line at once](/images/quoteagent-carousel-1-hero.jpg) ## The Problem Every multi-line construction quote starts the same way: a spreadsheet, an email table, or a PDF schedule that has to be retyped, line by line, into the quoting system. When scope changes late in the bidding process, reps re-key quantities and prices across dozens of positions by hand. Manual re-entry of line items from spreadsheets, RFQs and email tables No fast way to bulk-edit quantities, prices or categories across a quote Missing catalog or pricing fields left blank or filled in one row at a time Column headers and formats differ between manufacturers and distributors High risk of transcription errors on large, multi-position quotes Quote turnaround is slow, copy-paste errors multiply, and sales reps spend hours on data entry instead of closing business. ## THE SOLUTION Quote Agent brings AI directly into the Baucore quote editor. Paste a table from any source and Quote Agent matches each column to the right quote field. Ask it, in plain English, to update quantities, round prices, or fill in missing data across every line at once, then review and apply the changes with full visibility into what changed. ## What Quote Agent Does ### Paste-to-Import Paste rows copied from Excel, a manufacturer price list, or an email. Quote Agent recognizes comma-, semicolon-, and tab-delimited data and aligned multi-space columns. ### AI Column Matching Quote Agent maps pasted columns, such as manufacturer, catalog number, quantity, and fixture type, to the correct quote fields and shows a confidence score for each match. ### Conversational Mass Edit Type an instruction like "increase quantity by 10% for all quote positions" and Quote Agent applies it across every matching line item. ### Suggested Actions Quote Agent proposes common bulk edits, such as adjusting quantities or rounding prices, so reps don't have to phrase every request from scratch. ### Default Value Fill-In For fields left empty after import, such as list price, Quote Agent applies a default value across all matching rows, with the option to overwrite existing values or leave them untouched. ### Review Before You Apply Quote Agent shows every AI change inline, with the old value struck through and the new value highlighted. You can undo each change individually or as a full batch before you commit it. ## HOW IT WORKS 1 Paste line items into the quote editor from any spreadsheet, price list, or email table 2 Quote Agent analyzes the data and matches columns to quote fields 3 Review the matched preview, adjust field mapping if needed, and set defaults for empty fields 4 Apply the import to add all line items to the quote in one step 5 Use plain-English commands to bulk-edit quantities, prices, or categories at any time 6 Review every proposed change before applying it, or undo instantly ## See it in action The same steps, running on a real quote. Each screenshot is followed by a close-up of the part that does the work. 1 Step 1 · Import ### Paste the rows exactly as you received them Open the import panel and paste straight from Excel, a manufacturer price list, or the body of an email. There is no template to fill in first, and no need to reorder columns to match the quote. - Quote Agent recognizes comma-, semicolon- and tab-delimited data and aligned multi-space columns - A header row is optional. Quote Agent works it out either way - Nothing is written to the quote until you review and apply ![Baucore quote editor with the Quote Agent import panel open, showing ten line items pasted from a manufacturer price list](/images/quote-agent-paste-import.jpg) ![Close-up of the Quote Agent import panel listing manufacturer, catalog number, quantity and fixture type for ten pasted rows above the Analyze button](/images/quote-agent-import-panel-hires.jpg) Ten pasted rows, still raw text. "Analyze" hands them to Quote Agent. 2 Step 2 · Match ### Every column mapped to the right quote field Quote Agent reads the pasted block and maps each column to the quote field it belongs in, scoring how confident it is about each one. You see the whole import as it will land, before a single row is committed. - Quote Agent matches manufacturer, catalog number, quantity and fixture type - A confidence score per column shows you where to double-check - Change any mapping yourself, or discard the import outright ![Quote Agent import preview mapping pasted catalog numbers, manufacturers and quantities to quote fields, with confidence scores on each matched column](/images/quote-agent-column-matching.jpg) ![Close-up of the Quote Agent review bar reading ten line items ready for review, ten new and zero updated, above matched column headers each marked one hundred percent confidence](/images/quote-agent-column-matching-detail.jpg) Ten line items ready for review, every matched column marked 100%, then "Apply 10 changes". 3 Step 3 · Bulk edit ### Change every line with one sentence Ask for what you need in plain English. Quote Agent works out which lines are affected, applies the change across all of them, and shows the old and new value on every row it touched. - "Increase quantity by 10% for all quote positions" updates every matching line at once - Suggested actions cover the common edits, so you don't have to phrase each one - Select rows first to limit the change to just those lines ![Quote Agent applying a ten percent quantity increase across every line item, with the previous and new quantity shown inline on each row](/images/quote-agent-mass-edit.jpg) ![Close-up of the Quote Agent conversation showing the instruction to increase quantity by ten percent, the agent confirming ten line items changed from six to six point six, and undo and apply controls](/images/quote-agent-ai-response-hires.jpg) The instruction, the ten lines it changed, and an undo, all before you apply anything. 4 Step 4 · Fill the gaps ### Set the fields the source data never had Price lists rarely carry every field a quote needs. Give Quote Agent a default and it fills that field across the whole import, by default only where the field is empty, so it touches nothing you already entered. - One value applied across all matching rows in a single step - Overwriting existing values is opt-in - Works on any unassigned field, including price ![Quote Agent applying a default list unit price across all imported quote rows where the field is still empty](/images/quote-agent-default-fill.jpg) ![Close-up of the Quote Agent default value dialog for List Unit Price, applied to all imported rows where the field is empty, with the overwrite existing values checkbox left unticked](/images/quote-agent-default-dialog-hires.jpg) "Applied to all imported rows where this field is empty". Overwriting takes a deliberate tick. 5 Step 5 · Smart Triage ### Quote Agent flags exceptions instead of burying them Some rows don't match cleanly. Quote Agent applies confident matches, holds anything uncertain or unmatched for review, and gives you a right-click menu to fix, clear, or roll back a value, then apply that same correction to every other flagged row in one click. - Confident matches (100%) apply immediately; partial and no-match rows are held for review - Fix one flagged row and apply the same correction to every other flagged row at once - Quote Agent skips no row. Each one lands in the right queue ![Baucore quote editor showing nine imported line items automatically triaged, with a "Needs attention (3)" toolbar count and two rows flagged "No match" for review](/images/quote-agent-hero-column-matching.jpg) ![Baucore quote editor with the AI Assistant panel open beside the same triaged grid, showing suggested bulk-edit prompts available even while flagged rows are still under review](/images/quote-agent-hero.jpg) The AI Assistant stays on hand for bulk edits, even while three rows are still flagged for review. ## Business Value Paste line items from any source and Quote Agent matches them Bulk-edit with a single plain-English instruction Fill missing fields with defaults across the whole import Review and reverse every change before you apply it Faster quote turnaround on large, multi-position bids Fewer transcription errors from manual re-entry Consistent, catalog-matched line item data across every quote Less time spent on data entry, more time spent selling ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Sales teams preparing large, multi-position quotes from spreadsheets, RFQs, or manufacturer price lists Ideal for any team whose quotes routinely run to dozens of positions and start life in someone else's spreadsheet. ## Frequently Asked Questions --- Title: Free Inbox Assessment | Baucore Building Materials CRM URL: https://www.baucore.app/agents/baucore-inbox-assessment Locale: en # Get your inbox workflow assessed Tell us about your team and we'll set up a walkthrough using a sample of the email your team already handles: RFQs, revisions, service questions. You'll see what Baucore Inbox would have extracted, matched, and flagged, with the evidence behind every line. No demo script. Your own email, read back to you. Name Work Email Company Role What should we look at? --- Title: Lead Intake & Qualification | Baucore Building Materials CRM URL: https://www.baucore.app/product/lead-intake-qualification Locale: en Product # Lead Intake & Qualification Automate your project lead pipeline Sales teams struggle with fragmented project data. Baucore's Lead Intake & Qualification ingests construction project leads and updates from external data platforms and structures them into a unified project context. ## Key Capabilities Automated ingestion from external project feeds Project normalization and deduplication Participant and stakeholder mapping Ongoing updates and enrichment Baucore Inbox for email-based leads ![Lead Intake & Qualification](/images/featured/baucore-function-project-leads.webp) ## Explore Lead Intake & Qualification Features [ ### External Project Feeds External Project Lead Intake for Construction Sales Ingests project leads and updates from external construction data providers and associates them to your accounts, territories, and teams. Provides easy triage for net new opportunities. Matches to existing and new projects. Learn more ](/product/lead-intake-qualification/external-project-feeds)[ ### Project Qualification Structured Opportunity Filtering for Construction Sales Project Qualification is a Baucore function that applies structured qualification criteria to incoming construction projects to help sales teams focus on high-potential opportunities. Learn more ](/product/lead-intake-qualification/project-qualification)[ ### AI Project Match & Deduplication AI-Assisted Duplicate Detection for Construction Sales Baucore uses AI to search for matching construction projects before a new project is created, comparing location, description, and participants. Learn more ](/product/lead-intake-qualification/project-deduplication) --- Title: External Project Feeds | Baucore Building Materials CRM URL: https://www.baucore.app/product/lead-intake-qualification/external-project-feeds Locale: en Feature # External Project Feeds External Project Lead Intake for Construction Sales Ingests project leads and updates from external construction data providers and associates them to your accounts, territories, and teams. Provides easy triage for net new opportunities. Matches to existing and new projects. ![External Project Feeds](/images/featured/baucore-function_screenshot-external-dataprovider.webp) ## The Problem In construction and building product sales, early project opportunities are spread across multiple external platforms and databases. Sales teams search, monitor, and copy project information across systems by hand. Visibility arrives late, data is inconsistent, and early-stage opportunities slip by. Fragmented project information across multiple data providers Manual searching and copy-paste into internal tools Inconsistent project data quality Late awareness of new or updated project opportunities Teams lose early influence, sell reactively, and spend time on research instead of selling. ## THE SOLUTION External Project Feeds pulls construction project data from external sources and converts it into structured project records inside Baucore. Baucore keeps your external lead platforms and puts their data to work: it normalizes and enriches the data and connects it to internal sales workflows. ## Showcase ### Automated ingestion Imports project data from external construction project data providers ### Project normalization Structures incoming data into a consistent, unified project format. ### Participant and stakeholder mapping Identifies and links architects, contractors, owners, and other stakeholders. ### Ongoing updates and enrichment Keeps project records current as external data changes ### Duplicate project prevention Prevents multiple records for the same project when data arrives from different sources. ## HOW IT WORKS 1 Project data is ingested from external sources 2 Incoming information is normalized and matched 3 Projects are created or updated in Baucore 4 Structured project data becomes available for qualification and follow-up ## The Benefits Earlier access to project opportunities Reduced manual research effort Consistent and reliable project data Improved readiness for early sales engagement Improved readiness for early sales engagement ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams relying on external construction project data platforms to gain early project visibility. relying on external construction project data platforms to gain early project visibility. ## Frequently Asked Questions --- Title: Project Qualification | Baucore Building Materials CRM URL: https://www.baucore.app/product/lead-intake-qualification/project-qualification Locale: en Feature # Project Qualification Structured Opportunity Filtering for Construction Sales Project Qualification is a Baucore function that applies structured qualification criteria to incoming construction projects to help sales teams focus on high-potential opportunities. ![Project Qualification](/images/featured/baucore-function-project-leads.webp) ## The Problem Construction sales teams receive a high volume of project leads, and many projects are commercially unviable or strategically irrelevant. Without structured qualification, sales teams spend time on low-fit projects and give high-potential opportunities too little attention. Too many unqualified project leads No clear prioritization Sales effort spread too thin Late realization that projects are not a strategic fit Efficiency and win rates drop, and teams grow frustrated. ## THE SOLUTION Project Qualification gives you a consistent framework to assess project relevance early and focus sales on the most promising opportunities. ## Showcase ### Configurable qualification criteria Defines what makes a project relevant based on strategy, scope, and fit. ### Qualification status tracking Shows whether a project is qualified, under review, or deprioritized. ### Fit and no-fit indicators Highlights alignment with sales focus areas. ### Sales prioritization support Guides teams toward the most relevant opportunities. ## HOW IT WORKS 1 A project enters Baucore from email or external data 2 Qualification criteria are applied 3 The project is categorized and prioritized 4 Sales focus and follow-up decisions follow from the result ## The Benefits Better prioritization of sales effort Higher efficiency and focus Better use of limited sales capacity Higher conversion potential per project Higher conversion potential per project ## Who This Is For Building product manufacturers Rep agencies managing large volumes of project leads ## Frequently Asked Questions --- Title: AI Project Deduplication | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/lead-intake-qualification/project-deduplication Locale: en Feature # AI Project Match & Deduplication AI-Assisted Duplicate Detection for Construction Sales Baucore uses AI to search for matching construction projects before a new project is created, comparing location, description, and participants. ![Baucore AI Project Match result for a student housing scheme with the AI explanation of why the projects match](/images/featured/ai-project-match-3.webp) ## The Problem In construction and building product sales, project information flows in from multiple channels: external data providers, emails, forwarded threads, and internal updates. Without duplicate prevention, teams create the same project multiple times, each with partial or conflicting information. Reporting, follow-ups, and accountability break down. Multiple project records for the same job Duplicates missed when each source names the same project differently Conflicting details across duplicate entries Lost context and duplicated work Unreliable reporting and pipeline visibility Confusion about ownership and next steps Teams lose time, miss follow-ups, work with poor data, and trust the system less. ## THE SOLUTION Before any new project record is created, Baucore searches for possible matches in two passes. Rule-based matching compares project name, geolocation radius, and participant overlap. AI Project Match then reads the project's location, description, and participants to find records that exact rules would miss. Both result sets appear together on the New Project screen, ranked by score, and every AI match comes with a plain-language explanation of why the projects look like the same job. ## Core Capabilities ### AI Project Match AI reads the project's location, description, and participants to surface possible matches that name and radius comparison miss. ### Explained match reasoning Every AI match states why it was flagged (shared city, same building use, aligning descriptions), so the team can accept or dismiss it with confidence. ### Matching before record creation Both checks run on the New Project screen, before a duplicate ever reaches the database. ### Ranked results with scores Baucore scores and ranks matches so the team sees the strongest candidates first. ### Duplicate detection across sources Identifies duplicates when project information arrives via email, external data providers, or internal updates. ### Link instead of duplicate Assign incoming information to the existing project so context stays unified in a single record. ## HOW IT WORKS 1 New project information enters Baucore from email, external project data, or manual entry 2 Rule-based matching compares project name, geolocation radius, and participant overlap 3 AI Project Match analyses the location, description, and participants to find further candidates 4 Matches are ranked by score and shown with an explanation of why each one was flagged 5 The team links the record to an existing project or confirms it is new ## The Benefits Clean and reliable project database Catches duplicates that differ in wording as well as address Faster decisions, since every match explains itself Fewer missed follow-ups caused by split records Consistent visibility across teams and workflows More accurate reporting and forecasting inputs One project, one record, with less rework and confusion. ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Valuable for teams aggregating project data from multiple sources and inbox-based communication. ## Frequently Asked Questions --- Title: Specification Management | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/project-development-specification Locale: en Product # Project Development & Specification Gain visibility into the Basis of Design Manage the specification process from early design to final bid. Baucore provides visibility into specification outcomes, requests, and stakeholder influence. ## Key Capabilities Basis of Design (BOD) visibility Specification outcome tracking Specification request management Stakeholder visibility and influence mapping Project document references ![Project Development & Specification](/images/featured/baucore-project-navigator-stakeholder-relationship-influence-analysis.webp) ## Explore Project Development & Specification Features [ ### Basis of Design Visibility Early Design Intent Visibility for Construction Projects Basis of Design Visibility (BoD) is a Baucore function that captures and monitors initial basis-of-design decisions and key specification context per project to maintain early-stage visibility and preserve design intent throughout the project lifecycle. Learn more ](/product/project-development-specification/basis-of-design-visibility)[ ### Specification Outcomes Transparency for Specification Changes and Alternates Specification Outcomes is a Baucore function that documents specification decisions, approved alternates, and changes within the project context. Learn more ](/product/project-development-specification/specification-outcomes)[ ### Specification Requests Structured Specification Communication for Construction Sales Specification Inquiry Management is a Baucore function that captures, tracks, and documents specification-related questions, responses, and clarifications within the project context. Learn more ](/product/project-development-specification/specification-requests)[ ### Stakeholder Visibility Project Network Visibility for Construction Sales Stakeholder & Relationship Mapping is a Baucore function that visualizes project stakeholders and their relationships to make influence paths visible. Learn more ](/product/project-development-specification/stakeholder-visibility) --- Title: Basis of Design Visibility | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-development-specification/basis-of-design-visibility Locale: en Feature # Basis of Design Visibility Early Design Intent Visibility for Construction Projects Basis of Design Visibility (BoD) is a Baucore function that captures and monitors initial basis-of-design decisions and key specification context per project to maintain early-stage visibility and preserve design intent throughout the project lifecycle. ![Basis of Design Visibility](/images/featured/baucore__screenshot-demo-BOQ-BOM-early-design-tracking.webp) ## The Problem Early design intent is often communicated verbally or informally and gets lost as projects evolve through multiple phases. When the original basis of design is no longer visible, deviations surface late, when reacting is already difficult. No clear record of initial design intent (BoD) Late discovery of design changes and deviations Difficulty defending original specifications Increased substitution risk across project phases Influence shrinks, sales stay reactive, and opportunities slip. ## THE SOLUTION Basis of Design Visibility captures early design intent and keeps it visible as the project progresses. It connects early planning to later execution stages. ## Showcase ### Design Intent Capture Captures initial basis-of-design decisions and key specification context at the early project stage. ### Specification Change Tracking Tracks how and when design intent evolves throughout the project lifecycle. ### Evidence Linking Connects supporting documents, emails and references directly to the project context. ## HOW IT WORKS 1 Basis-of-design decisions are recorded early 2 Changes are tracked over time 3 Deviations remain visible within the project context ## The Benefits Protected early specification influence Better anticipation of changes Clear design context in later phases Stronger position during substitutions Stronger position during substitutions ## Who This Is For Manufacturers involved early in project design Rep Agencies involved early in project design involved early in project design ## Frequently Asked Questions --- Title: Specification Outcomes | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-development-specification/specification-outcomes Locale: en Feature # Specification Outcomes Transparency for Specification Changes and Alternates Specification Outcomes is a Baucore function that documents specification decisions, approved alternates, and changes within the project context. ![Specification Outcomes](/images/featured/baucore-function_screenshot-demo-specification-outcomes.webp) ## The Problem Teams agree specification decisions and approved alternates over email or in conversation, without consistent documentation. As projects move forward, nobody can say what was finally decided or which alternates were accepted. Unclear final specification decisions Missing documentation of approved alternates Confusion during later project stages Increased substitution risk Clarity gets lost, disputes follow, and opportunities slip. ## THE SOLUTION This function keeps each project's specification decisions and alternates in one record. ## Showcase ### Decision documentation Records final specification decisions. ### Alternate tracking Documents approved alternates and their context. ### Change history Preserves a clear timeline of specification changes. ## HOW IT WORKS 1 Specification decisions are recorded 2 Alternates are documented and linked 3 Changes remain visible throughout the project ## The Benefits Reduced ambiguity Clear decision history Lower substitution risk Stronger position in later phases Stronger position in later phases ## Who This Is For Manufacturers managing complex specifications Rep agencies managing complex specifications managing complex specifications ## Frequently Asked Questions --- Title: Specification Requests | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-development-specification/specification-requests Locale: en Feature # Specification Requests Structured Specification Communication for Construction Sales Specification Inquiry Management is a Baucore function that captures, tracks, and documents specification-related questions, responses, and clarifications within the project context. ![Specification Requests](/images/featured/baucore-function_screenshot-demo-specification-requests.webp) ## The Problem In early project phases, specification-related questions are critical, yet teams handle them informally through email, calls, or forwarded messages. Without a structured way to manage these inquiries, important information gets lost, responses are delayed, and early specification influence weakens. Specification questions buried in email threads Unclear ownership of inquiries Inconsistent or delayed responses No central documentation of answers or clarifications Teams lose early influence, face confusion later in the project, and risk substitution or exclusion. ## THE SOLUTION Specification Inquiry Management turns informal spec-related questions into structured, trackable inquiries inside Baucore. Baucore captures, assigns, answers, and documents every specification question in the project context. ## Showcase ### Inquiry capture Records specification-related questions from email or internal communication. ### Ownership and routing Assigns each inquiry to the responsible person or team. ### Status tracking Tracks whether inquiries are open, in progress, or resolved ### Response documentation Stores answers and clarifications directly in the project context ### Audit trail Keeps a clear history of what was asked and answered. ## HOW IT WORKS 1 A specification inquiry is received 2 The inquiry is captured and assigned 3 Responses are tracked through resolution 4 Final answers are documented and linked to the project ## The Benefits Faster and more consistent responses Protected early specification influence Clear documentation of technical decisions Reduced risk of misunderstandings later Reduced risk of misunderstandings later ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies ## Frequently Asked Questions --- Title: Stakeholder Visibility | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-development-specification/stakeholder-visibility Locale: en Feature # Stakeholder Visibility Project Network Visibility for Construction Sales Stakeholder & Relationship Mapping is a Baucore function that visualizes project stakeholders and their relationships to make influence paths visible. ![Stakeholder Visibility](/images/featured/baucore-project-navigator-stakeholder-relationship-influence-analysis.webp) ## The Problem Construction projects involve many stakeholders, and influence and decision paths stay unclear. Without visibility into who is involved and how they relate to each other, sales teams engage the wrong people or engage too late. Unknown or hidden decision-makers Unclear roles and responsibilities No visibility into relationship dynamics Ineffective engagement strategies Teams direct effort to the wrong stakeholders and lose influence when it counts. ## THE SOLUTION Stakeholder & Relationship Mapping makes the project network visible by mapping stakeholders, roles, and relationships within each project. ## Showcase ### Stakeholder identification Captures architects, contractors, owners, and other participants. ### Role and responsibility mapping Documents who does what in the project. ### Relationship visualization Shows connections and influence paths. ## HOW IT WORKS 1 Stakeholders are identified and linked to the project 2 Roles and relationships are documented 3 The project network is visualized in Baucore ## The Benefits Clear understanding of influence paths Better-targeted engagement Stronger relationship strategy Reduced guesswork Reduced guesswork ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams managing complex stakeholder networks. managing complex stakeholder networks. ## Frequently Asked Questions --- Title: Quoting & Execution | Baucore Building Materials CRM URL: https://www.baucore.app/product/quoting-execution Locale: en Product # Quoting & Execution Coordinate complex multi-bidder quotes Construction projects often involve multiple bidders for the same scope. Baucore helps you coordinate quoting activities, track quantities, and manage substitution requests. ## Key Capabilities Project quantity tracking Quoting tool coordination Multi-bidder quote management Substitution request workflow Quote workflow coordination ![Quoting & Execution](/images/featured/baucore__screenshot-demo-BOQ-BOM-early-design-tracking.webp) ## Explore Quoting & Execution Features [ ### Project Quantity Tracking Structured Quantity Management for Accurate Construction Sales Execution Project Quantity Tracking is a Baucore function that captures, structures and manages BOQ and BOM quantities within the project context to ensure accurate quoting, consistent scope alignment and reliable sales execution. Learn more ](/product/quoting-execution/project-quantity-tracking)[ ### Quoting for Rep Agencies Quote Any Manufacturer Without a Product Database Quoting for Rep Agencies is a Baucore function that lets rep agencies quote customers across every manufacturer they represent without building or maintaining a centralized product database. Learn more ](/product/quoting-execution/quoting-for-rep-agencies)[ ### Multi-Bidder Quote Management Structured Multi-Bid Quote Management for Construction Sales Multiple Quotes for Multiple Bidders is a Baucore function that manages multiple quote versions for different bidders within the same project context. Learn more ](/product/quoting-execution/multi-bidder-quote-management)[ ### Substitution Request Workflow Structured Handling of Product Substitution Requests Substitution Request Workflow is a Baucore function that structures and routes product substitution requests within project workflows. Learn more ](/product/quoting-execution/substitution-request-workflow)[ ### Quote Workflow Coordination Structured Workflow Coordination Across Teams Quote Workflow Coordination is a Baucore function that coordinates tasks and handoffs across teams to ensure consistent execution. Learn more ](/product/quoting-execution/quote-workflow-coordination) [ Works with ### Quote Agent Preparing a large, multi-position quote? Quote Agent imports pasted line items and lets you bulk-edit them with a single plain-English instruction. Learn more ](/agents/quote-agent) --- Title: Project Quantity Tracking | Baucore Building Materials CRM URL: https://www.baucore.app/product/quoting-execution/project-quantity-tracking Locale: en Feature # Project Quantity Tracking Structured Quantity Management for Accurate Construction Sales Execution Project Quantity Tracking is a Baucore function that captures, structures and manages BOQ and BOM quantities within the project context to ensure accurate quoting, consistent scope alignment and reliable sales execution. ![Project Quantity Tracking](/images/featured/baucore__screenshot-demo-BOQ-BOM-early-design-tracking.webp) ## The Problem In building materials sales, quantities are a critical part of every quote and project decision, yet they sit scattered across schedules, spreadsheets and documents. Sales teams struggle with inconsistent quantity data, manual updates and misalignment between project scope and quotes. Quoting errors, scope gaps and costly revisions follow during bidding. Quantities spread across PDFs, schedules and spreadsheets Manual updates before every quote revision Missing alignment between BOQ/BOM and project scope Errors due to outdated or inconsistent quantity data Lack of visibility into quantity changes across revisions Quotes come out inaccurate, teams redo work, and confidence in sales decisions drops. ## THE SOLUTION Project Quantity Tracking structures and manages project quantities directly within Baucore. Instead of working across disconnected documents, you capture, organize and update quantities within the project context. All stakeholders work with the same up-to-date quantity data throughout the sales and bidding process. ## Showcase ### Scope-Based Quantity Tracking (BOQ / BOM) Tracks project quantities based on BOQ/BOM structures and aligns them with defined project scope. ### Quantity Revision Management Captures and updates quantity changes across revisions to reflect the latest project requirements. ### Line Item Structuring Organizes quantities into structured line items for clear scope definition and quote preparation. ### Mismatch Detection Identifies discrepancies between project quantities and quote assumptions. ### Schedule-Derived Quantity Input Supports quantity input derived from project schedules and specifications. ## HOW IT WORKS 1 Supports quantity input derived from project schedules and specifications. 2 Baucore tracks revisions and reflects them in the system. 3 Sales teams use the latest quantity data to prepare and adjust quotes. 4 All quantity-related changes remain visible and traceable throughout the project lifecycle. ## The Benefits Improves quote and pricing accuracy Reduces manual updates and spreadsheet dependency Aligns scope consistently across teams Increases confidence in quantity-based decisions Reduces errors during revisions and bidding Reduces errors during revisions and bidding ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams involved in quotation and bid preparation, project-based sales processes, managing complex scopes and revisions involved in quotation and bid preparation, project-based sales processes, managing complex scopes and revisions ## Frequently Asked Questions [ Works with ### Quote Agent Pull quantities from a schedule or BOQ straight into the quote, then let Quote Agent bulk-edit them instead of updating each line by hand. Learn more ](/agents/quote-agent) --- Title: Quoting for Rep Agencies | Baucore Building Materials CRM URL: https://www.baucore.app/product/quoting-execution/quoting-for-rep-agencies Locale: en Feature # Quoting for Rep Agencies Quote Any Manufacturer Without a Product Database Quoting for Rep Agencies is a Baucore function that lets rep agencies quote customers across every manufacturer they represent without building or maintaining a centralized product database. ![Quoting for Rep Agencies 1](/images/featured/baucore-quoting-rep-agencies-quote-editor.webp) ## The Problem Rep agencies typically represent multiple manufacturers, each with its own products, pricing and formats. Keeping a single, current product database across all of them is close to impossible: prices and specs change too often, and agencies lack the bandwidth to maintain that much data by hand. No centralized product database across represented manufacturers Manufacturer pricing and specs change faster than any database can be kept current Manual re-entry of descriptions and prices for every quote Inconsistent formats for incoming manufacturer quotes and schedules Quotes go out slowly, reps re-enter data by hand, and quotes rest on outdated information. ## The Solution Baucore removes the need for a dedicated product database. A memory feature recommends line items (description, price and other details) based on the rep agency's own history of previous quotes and orders. When a manufacturer sends a quote or schedule in any format, you copy and paste it directly into Baucore to auto-populate the quote. ## Showcase ### Quote Memory Recommends line items based on the agency's previous quotes and orders, with no product database required. ### Auto-Fill Line Items Pulls description, price and other details from quote history into new quotes. ### Copy-Paste Quote Ingestion Paste a manufacturer quote or schedule from any format to ingest it directly into the quote. ## HOW IT WORKS 1 A new quote is started for a project 2 Baucore recommends line items based on the agency's quote and order history 3 Baucore ingests a pasted manufacturer quote or schedule, regardless of format 4 Line items are auto-filled with descriptions, pricing and manufacturer details 5 The rep reviews and sends the quote ## The Benefits No dedicated product database to build or maintain Faster quoting across multiple manufacturers Less manual re-entry of descriptions and pricing Consistent quotes despite fragmented manufacturer data ## Who This Is For Rep agencies representing multiple manufacturers Reps quoting across product lines without a centralized catalog Teams handling manufacturer quotes and schedules in varied formats ## Frequently Asked Questions [ Works with ### Quote Agent Quoting across several manufacturers? Paste any manufacturer's price list into the quote editor and let Quote Agent match every column to your quote fields automatically. Learn more ](/agents/quote-agent) --- Title: Multi-Bidder Quotes | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/quoting-execution/multi-bidder-quote-management Locale: en Feature # Multi-Bidder Quote Management Structured Multi-Bid Quote Management for Construction Sales Multiple Quotes for Multiple Bidders is a Baucore function that manages multiple quote versions for different bidders within the same project context. ![Multi-Bidder Quote Management](/images/featured/baucore-function_screenshot-demo-multi-bidder-quote-management.webp) ## The Problem In construction sales, a single project often requires different quotes for multiple bidders. Teams commonly handle these quote variations in email and spreadsheets, which causes confusion, overwritten information, and missed deadlines. Quote versions mixed up between bidders Unclear ownership of quote requests Lost or overwritten quote information Poor visibility into quote status per bidder Wrong prices reach bidders, responses slip, and credibility with bidders and partners suffers. ## THE SOLUTION Multiple Quotes for Multiple Bidders structures multiple quote requests and versions inside a single project. Each bidder receives a separately tracked quote, and sales teams keep visibility and control. ## Showcase ### Multiple quote versions per project Manages separate quote instances for each bidder. ### Bidder-specific quote assignment Links each quote to the correct bidder. ### Quote status tracking Shows progress and ownership per quote. ### Central project context Keeps all quotes connected to the same project record. ## HOW IT WORKS 1 A quote request is received 2 Quote versions are created per bidder 3 Each quote is tracked independently 4 Status and ownership remain visible in the project context ## The Benefits Reduced quote errors Faster response times Clear ownership and accountability Improved coordination across bids Improved coordination across bids ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams handling competitive bid situations. ## Frequently Asked Questions [ Works with ### Quote Agent Managing quotes across several bidders? Quote Agent bulk-edits quantities, prices, or categories across every quote line at once. Learn more ](/agents/quote-agent) --- Title: Substitution Requests | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/quoting-execution/substitution-request-workflow Locale: en Feature # Substitution Request Workflow Structured Handling of Product Substitution Requests Substitution Request Workflow is a Baucore function that structures and routes product substitution requests within project workflows. ![Substitution Request Workflow](/images/featured/baucore-function_screenshot-demo-substitution-request-workflow.webp) ## The Problem Substitution requests arrive late and informally, which raises the risk of losing specifications. Substitution requests buried in emails Unclear responsibility for responses No visibility into request status Deadlines slip and influence shrinks. ## THE SOLUTION Substitution Request Automation captures substitution requests and routes them to the right stakeholders with tracking. ## Showcase ### Request intake Captures substitution requests in a structured form. ### Routing logic Assigns requests to responsible parties. ### Status tracking Tracks progress from request to decision. ### Decision documentation Records outcomes in the project context. ## HOW IT WORKS 1 A substitution request is received 2 The request is routed to the responsible team 3 Evaluation and response are tracked 4 The decision is documented ## The Benefits Faster response times Clear accountability Higher substitution success rate Higher substitution success rate ## Who This Is For Building product manufacturers Rep agencies managing substitution scenarios ## Frequently Asked Questions [ Works with ### Quote Agent When a substitution changes several line items at once, ask Quote Agent to update them all in a single instruction instead of editing each row by hand. Learn more ](/agents/quote-agent) --- Title: Quote Workflow Coordination | Baucore Building Materials CRM URL: https://www.baucore.app/product/quoting-execution/quote-workflow-coordination Locale: en Feature # Quote Workflow Coordination Structured Workflow Coordination Across Teams Quote Workflow Coordination is a Baucore function that coordinates tasks and handoffs across teams to ensure consistent execution. ![Quote Workflow Coordination](/images/featured/baucore-function_screenshot-demo-quote-workflow-coordination.webp) ## The Problem Sales workflows span multiple people and teams, and handoffs go undocumented. Missed handoffs Unclear task ownership Delayed execution Momentum stalls and execution varies from task to task. ## THE SOLUTION Task & Handoff Orchestration structures task ownership and handoffs within sales workflows. ## Showcase ### Task assignment Assigns ownership. ### Handoff logic Transfers responsibility cleanly. ### Status tracking Keeps execution visible. ## HOW IT WORKS 1 A task is created 2 Ownership is assigned 3 Tasks are handed off as needed 4 Progress remains visible ## The Benefits Fewer delays Clear accountability Consistent execution Consistent execution ## Who This Is For Cross-functional sales teams Manufacturers Rep Agencies ## Frequently Asked Questions [ Works with ### Quote Agent Keep line items accurate as a quote moves through your workflow. Re-import updated data and let Quote Agent apply the changes in bulk. Learn more ](/agents/quote-agent) --- Title: Project Execution & Support | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-execution-support Locale: en Product # Project Execution & Support Coordinate field activities and order support Run project execution in Baucore with tools for field visits, document management, and customer issue resolution, all on the same project record your team uses. ## Key Capabilities Customer issue management Project document references Field visit intelligence Order support coordination Project stakeholder communication ![Project Execution & Support](/images/featured/baucore_screenshot-demo-Project-Document-References.webp) ## Explore Project Execution & Support Features [ ### Customer Issue Management Structured Support Coordination for Project-Based Sales Environments Customer Issue Management is a Baucore-supported capability that structures customer support requests into trackable cases linked to projects and accounts, enabling clear ownership, status visibility and coordinated resolution across sales and support teams. Learn more ](/product/project-execution-support/customer-issue-management)[ ### Project Document References Contextual Document Visibility for Construction Sales Project Document References is a Baucore function that links external documents to project context without storing or duplicating files. Learn more ](/product/project-execution-support/project-document-references)[ ### Field Visit Intelligence Capture Field Insights Without CRM Friction Field Visit Intelligence is a Baucore function that captures field visits, conversations and on-site insights with minimal administrative effort, automatically linking information to projects and accounts while generating follow-ups and next steps. Learn more ](/product/project-execution-support/field-visit-intelligence)[ ### Order Support Coordination Structured Post-Quote Order Handling for Construction Sales Order Support Coordination is a Baucore function that structures and routes order-related inquiries and tasks after quoting to ensure clear ownership and consistent handling. Learn more ](/product/project-execution-support/order-support-coordination) --- Title: Customer Issue Management | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-execution-support/customer-issue-management Locale: en Feature # Customer Issue Management Structured Support Coordination for Project-Based Sales Environments Customer Issue Management is a Baucore-supported capability that structures customer support requests into trackable cases linked to projects and accounts, enabling clear ownership, status visibility and coordinated resolution across sales and support teams. ![Customer Issue Management](/images/featured/baucore-function_screenshot-demo-customer-issue-management.webp) ## The Problem In building materials sales, teams handle customer issues across emails, phone calls and disconnected systems. Support requests lack structure and project links, so questions repeat, context goes missing and ownership stays unclear. As projects progress, unresolved issues delay orders, strain relationships and lower customer satisfaction. Support requests spread across email, calls and internal communication No clear ownership of customer issues Repeated questions due to missing history Lack of visibility into issue status and progress Support handling is inefficient, resolutions take longer, and customers grow frustrated. ## THE SOLUTION Customer Issue Management structures customer support requests into organized, trackable cases tied to projects and accounts. Instead of handling issues in isolated conversations, teams capture, categorize and assign all requests within a shared system context. Teams see the issue, its history and its current status without re-collecting information. ## Showcase ### Case Capture Captures customer issues from different channels and logs them as structured cases. ### Categorization Classifies issues based on type, priority or project relevance. ### Assignment & Ownership Assigns cases to responsible team members with clear accountability. ### Status & SLA Tracking Tracks case status and provides SLA-based cues for timely resolution. ### Escalation Handling Escalates critical issues when required. ### Project Context Linking Connects customer issues directly to projects and accounts. ## HOW IT WORKS 1 A customer issue is received via email, phone or another channel. 2 The request is logged as a case and categorized based on type and priority. 3 The case is assigned to a responsible team member. 4 All relevant information is linked to the associated project and account. 5 Teams track status, view history and resolve the issue without repeated communication. ## The Benefits Reduces support overload through structured processes Gives every customer issue a clear owner Improves response and resolution times Removes repeated communication and missing context Gives visibility across projects and support activities Gives visibility across projects and support activities ## Who This Is For Building product manufacturers Lighting, HVAC, electrical and architectural product rep agencies receiving support requests via sales channels Teams handling project-related customer inquiries, order support and issue resolution and ongoing customer communication across sales cycles handling project-related customer inquiries, order support and issue resolution and ongoing customer communication across sales cycles ## Frequently Asked Questions --- Title: Project Document References | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-execution-support/project-document-references Locale: en Feature # Project Document References Contextual Document Visibility for Construction Sales Project Document References is a Baucore function that links external documents to project context without storing or duplicating files. ![Project Document References](/images/featured/baucore_screenshot-demo-Project-Document-References.webp) ## The Problem Sales teams work with many documents, and the files sit scattered across email, drives, and external systems. Documents lose context and are hard to find when needed. Documents detached from projects Multiple versions of the same file Manual searching across systems Duplicate storage Teams waste time searching for files and work without project context. ## THE SOLUTION Project Document References connects documents to projects by reference, keeping context without duplicating files. ## Showcase ### External document linking References files stored in other systems. ### Project context association Links documents directly to projects. ### No file duplication Prevents document version chaos ## HOW IT WORKS 1 A document exists in an external system 2 The document is referenced in Baucore 3 It is linked to the relevant project 4 Context is preserved without copying files ## The Benefits Centralized document visibility Reduced duplication Clear project context Faster access to information Faster access to information ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies ## Frequently Asked Questions --- Title: Field Visit Intelligence | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-execution-support/field-visit-intelligence Locale: en Feature # Field Visit Intelligence Capture Field Insights Without CRM Friction Field Visit Intelligence is a Baucore function that captures field visits, conversations and on-site insights with minimal administrative effort, automatically linking information to projects and accounts while generating follow-ups and next steps. ![Field Visit Intelligence](/images/featured/baucore-function_screenshot-demo-field-visit-intelligence.webp) ## The Problem In building materials sales, critical information is generated in the field, during site visits, meetings and conversations with contractors, engineers and distributors. That information rarely makes it into the system. Field reps avoid CRM entry, notes are captured inconsistently or not at all, and valuable insights are lost or delayed. Follow-through suffers, opportunities are missed and internal teams lose visibility. Field reps avoiding manual CRM data entry Notes captured late, inconsistently or not at all Lost insights from site visits and conversations Missing follow-ups after meetings Lack of visibility for office and sales teams Field intelligence stays disconnected from the system, and revenue opportunities slip. ## THE SOLUTION Field Visit Intelligence lets field reps capture visit insights quickly, without disrupting their workflow. Reps record notes, capture key information and move on, while Baucore structures the data and connects it to the right project and account. Baucore generates follow-up actions, so field insights turn into execution. ## Showcase ### Mobile-First Visit Capture Lets reps capture visit information directly from their mobile device during or after meetings. ### Quick Note & Voice Capture Captures notes fast with minimal interaction, including voice. ### AI-Assisted Summaries Turns raw notes into structured, readable summaries linked to projects and stakeholders. ### Automatic Follow-Up Creation Generates tasks and next actions based on captured field insights. ### Project & Account Linking Connects visit data directly to the relevant project and account context. ### Visit Planning Support Supports structured planning of field visits and meeting activities. ## HOW IT WORKS 1 A field rep completes a visit with a contractor, architect or distributor. 2 Right after the meeting, the rep captures notes by mobile device or voice input. 3 Baucore processes the input, structures the information and links it to the correct project and account. 4 Baucore generates AI-assisted summaries and creates follow-up tasks. ## The Benefits Captures field intelligence without manual CRM effort Increases adoption by reducing friction for reps Documents site visits consistently Improves follow-through on conversations and commitments Gives internal teams real-time visibility Gives internal teams real-time visibility ## Who This Is For Building product manufacturers Lighting, HVAC, electrical and architectural product rep agencies Field sales teams Territory managers Reps working across multiple projects and stakeholders working across multiple projects and stakeholders ## Frequently Asked Questions --- Title: Order Support Coordination | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-execution-support/order-support-coordination Locale: en Feature # Order Support Coordination Structured Post-Quote Order Handling for Construction Sales Order Support Coordination is a Baucore function that structures and routes order-related inquiries and tasks after quoting to ensure clear ownership and consistent handling. ![Order Support Coordination](/images/featured/baucore-function_screenshot-demo-order-support-coordination.webp) ## The Problem After a quote is submitted, order-related communication fragments across emails, calls, and internal messages. Sales teams struggle to track what happens next, who is responsible, and whether the team handles customer requests on time. Order-related requests buried in email threads Unclear ownership after quoting Missing visibility into order status Repeated customer follow-ups Responses arrive late, internal teams lose track, and customers grow frustrated. ## THE SOLUTION Order Support Coordination turns post-quote order communication into structured, trackable workflows inside Baucore. Baucore routes, assigns, and handles every order-related request consistently. ## Showcase ### Order-related request intake Captures order questions, changes, and follow-ups ### Workflow routing Routes requests to the correct internal owner or team ### Status tracking Tracks progress from request to resolution ### Clear ownership Makes responsibility visible at every step ## HOW IT WORKS 1 An order-related request is received 2 The request is routed into the correct workflow 3 Ownership is assigned 4 Progress and resolution are tracked ## The Benefits Faster and more reliable order handling Clear accountability after quoting Reduced internal confusion Improved customer experience Improved customer experience ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams managing complex orders and long delivery cycles. managing complex orders and long delivery cycles. ## Frequently Asked Questions --- Title: Project Intelligence | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-intelligence Locale: en Product # Project Intelligence Data-driven sales intelligence Gain insight into your project-based sales performance. Analyze substitution patterns, contractor loyalty, and relationship influence to sharpen your strategy. ## Key Capabilities Contractor loyalty & performance analysis Relationship influence mapping Substitution pattern identification Attention alerts for critical projects Project health signals ![Project Intelligence](/images/featured/baucore-function-contractor-loyalty-performance.webp) ## Explore Project Intelligence Features [ ### Contractor Loyalty & Performance Understanding Contractor Behavior, Loyalty, and Execution Across Projects Contractor Loyalty & Performance is a Baucore function that analyzes contractor engagement, execution behavior, and historical project involvement to help sales teams understand which contractors consistently work with them, how reliably they execute, and where loyalty and performance patterns exist. Learn more ](/product/project-intelligence/contractor-loyalty-performance)[ ### Relationship & Influence Understanding Who Influences Decisions in Construction Projects Relationship & Influence is a Baucore function that analyzes stakeholder involvement, engagement patterns, and historical project interactions to make influence paths visible within construction sales projects. Learn more ](/product/project-intelligence/relationship-influence)[ ### Substitution Patterns Understand Specification Wins, Losses and Substitution Behavior Across Projects Substitution Patterns is a Baucore function that analyzes specification outcomes and substitution behavior across projects to reveal win/loss patterns, identify risks and improve future sales and specification strategies. Learn more ](/product/project-intelligence/substitution-patterns)[ ### Attention Alerts Detect Risks Early and Act Before Projects Stall Attention Alerts is a Baucore function that identifies stalled, at-risk or inactive projects and triggers alerts, notifications and escalation workflows so teams act in time and no issue goes unnoticed. Learn more ](/product/project-intelligence/attention-alerts)[ ### Project Health Signals Transparent Project Status Indicators for Proactive Sales Management Project Health Signals is a Baucore function that uses rule-based, explainable stoplight indicators (Green, Yellow, Red) to reflect project momentum, risk and next-step clarity, so teams prioritize actions and manage projects proactively. Learn more ](/product/project-intelligence/project-health-signals)[ ### Recommended Next Actions Clear Guidance on What to Do Next in Every Project Recommended Next Actions is a Baucore function that provides assistive, context-based guidance on the next best steps within a project, helping teams maintain momentum, improve follow-through and reduce manual tracking. Learn more ](/product/project-intelligence/recommended-next-actions) --- Title: Contractor Loyalty Insights | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/project-intelligence/contractor-loyalty-performance Locale: en Feature # Contractor Loyalty & Performance Understanding Contractor Behavior, Loyalty, and Execution Across Projects Contractor Loyalty & Performance is a Baucore function that analyzes contractor engagement, execution behavior, and historical project involvement to help sales teams understand which contractors consistently work with them, how reliably they execute, and where loyalty and performance patterns exist. ![Contractor Loyalty & Performance](/images/featured/baucore-function-contractor-loyalty-performance.webp) ## The Problem In construction sales, contractors play a critical role in whether products are installed, substituted, delayed, or replaced. Yet most sales teams have no structured understanding of contractor behavior over time. No visibility into contractor loyalty across multiple projects No historical view of how contractors have performed in past jobs Decisions based on anecdotes instead of data Difficulty identifying reliable, repeat contractors Missed opportunities to strengthen high-value contractor relationships Sales effort goes to the wrong contractors, contractor strategies stay weak, and teams control execution outcomes less. ## THE SOLUTION Contractor Loyalty & Performance turns scattered contractor interactions into clear, long-term behavioral insight. Baucore aggregates contractor involvement across projects and reveals patterns such as repeat collaboration, consistency, execution reliability, and engagement behavior. Sales teams can tell one-time interactions from contractor loyalty. ## Showcase ### Contractor engagement history Tracks how often and in which context contractors are involved across projects. ### Loyalty pattern analysis Identifies repeat collaboration and long-term relationships over time. ### Execution performance signals Surfaces indicators related to reliability, follow-through, and project participation. ### Cross-project contractor visibility Connects contractor behavior across multiple projects instead of treating each case in isolation. ### Contextual insight, not assumptions Replaces anecdotal judgment with structured behavioral data. ## HOW IT WORKS 1 Contractors are linked to projects in Baucore 2 Engagement and participation data is collected over time 3 Baucore surfaces patterns of repeat involvement and execution behavior 4 Loyalty and performance insights become visible in context ## The Benefits Clear understanding of which contractors are loyal Better prioritization of contractor engagement Stronger execution strategies on active projects Reduced risk of surprises during installation and delivery More effective use of sales and relationship-building effort More effective use of sales and relationship-building effort ## Who This Is For Building product manufacturers Gain structured insight into which contractors drive your product outcomes across projects. Rep agencies (Lighting, HVAC, Electrical) Especially valuable for teams where contractor behavior strongly influences final product outcomes. Especially valuable for teams where contractor behavior strongly influences final product outcomes. ## Frequently Asked Questions --- Title: Relationship & Influence | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-intelligence/relationship-influence Locale: en Feature # Relationship & Influence Understanding Who Influences Decisions in Construction Projects Relationship & Influence is a Baucore function that analyzes stakeholder involvement, engagement patterns, and historical project interactions to make influence paths visible within construction sales projects. ![Relationship & Influence](/images/featured/baucore-project-navigator-stakeholder-relationship-influence-analysis.webp) ## The Problem In construction sales, a single person rarely makes the decision. Architects specify products, engineers approve them, contractors influence them, distributors order them, and owners or developers validate them. Most sales teams lack a structured way to understand who influences outcomes in a specific project. Unclear decision-making structures within projects Confusion between formal roles and real influence Engaging the wrong stakeholders at the wrong time Losing influence when projects move between phases Relying on assumptions instead of verified relationships ## THE SOLUTION Relationship & Influence Analysis turns fragmented stakeholder information into clear, project-specific influence insight. Baucore connects stakeholders to projects, tracks their involvement across phases, and analyzes engagement patterns over time. You see who matters, when they matter, and how influence shifts as a project progresses. Baucore treats relationships as dynamic elements of project execution, not static contacts. ## Showcase ### Stakeholder involvement tracking Records which architects, engineers, contractors, owners, and other participants are connected to a project ### Role vs. influence visibility Differentiates between formal roles and actual influence based on engagement and interaction history. ### Engagement pattern analysis Analyzes how frequently and in which context stakeholders interact with the project. ### Cross-project relationship context Connects stakeholder behavior across multiple projects to reveal recurring influence patterns. ### Phase-dependent influence insight Makes visible how influence changes between design, bidding, value engineering, and execution phases. ## HOW IT WORKS 1 Stakeholders are linked to projects in Baucore 2 Engagement and interaction data accumulates over time 3 Baucore surfaces influence patterns from involvement and behavior 4 Sales teams gain a clear view of who to engage and when ## The Benefits Better targeting of the right stakeholders Earlier and more effective influence during critical phases Reduced wasted effort on low-impact contacts Stronger specification defense More predictable project outcomes More predictable project outcomes ## Who This Is For Building product manufacturers selling into complex projects with many stakeholders and indirect decision paths. Lighting HVAC electrical and architectural product rep agencies selling into complex projects with many stakeholders and indirect decision paths. selling into complex projects with many stakeholders and indirect decision paths. ## Frequently Asked Questions --- Title: Substitution Patterns | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-intelligence/substitution-patterns Locale: en Feature # Substitution Patterns Understand Specification Wins, Losses and Substitution Behavior Across Projects Substitution Patterns is a Baucore function that analyzes specification outcomes and substitution behavior across projects to reveal win/loss patterns, identify risks and improve future sales and specification strategies. ![Substitution Patterns](/images/featured/baucore-function_screenshot-demo-substitution-patterns.webp) ## The Problem In building materials sales, teams often can't say why products win or lose specifications. They track individual projects but have no aggregated view of patterns across projects, regions or stakeholders. Substitutions happen frequently during bidding or execution, yet few teams analyze their impact. Mistakes repeat, learning opportunities pass and strategic positioning stays weak. No visibility into why specifications are won or lost Limited understanding of substitution behavior across projects Decisions based on assumptions instead of data Repeated losses without clear root cause analysis Lack of insight into competitive positioning Teams sell reactively instead of from an informed strategy. ## THE SOLUTION Substitution Patterns aggregates and analyzes data across projects to reveal how specifications evolve and where substitutions occur. Instead of isolated project outcomes, Baucore provides a structured view of trends, patterns and recurring behaviors. Sales teams see where they are strong, where they are losing and how to adjust their approach. ## Showcase ### Specification Win/Loss Analysis Analyzes which products are specified, approved or replaced across projects. ### Substitution Trend Analysis Identifies patterns in substitution behavior across regions, project types or stakeholders. ### Pattern Recognition Across Projects Aggregates data across multiple projects to detect recurring trends. ### Stakeholder Impact Analysis Shows how decisions vary based on architects, contractors or project participants. ### Competitive Insight Provides visibility into where competitors replace or outperform your products. ## HOW IT WORKS 1 Baucore captures specification and project outcome data. 2 Baucore records substitution events and final decisions across projects. 3 Baucore aggregates this data and identifies patterns by project type, region, stakeholders and product categories. 4 Sales teams analyze trends and use the insights to adjust their strategy. ## The Benefits Understand why products win or lose specifications Identify substitution risks early Improve strategic decision-making based on data Strengthen competitive positioning Reduce repeated mistakes across projects Reduce repeated mistakes across projects ## Who This Is For Building product manufacturers Lighting, HVAC, electrical and architectural product rep agencies Teams involved in specification management, competitive positioning, strategic sales planning involved in specification management, competitive positioning, strategic sales planning ## Frequently Asked Questions --- Title: Project Attention Alerts | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/project-intelligence/attention-alerts Locale: en Feature # Attention Alerts Detect Risks Early and Act Before Projects Stall Attention Alerts is a Baucore function that identifies stalled, at-risk or inactive projects and triggers alerts, notifications and escalation workflows so teams act in time and no issue goes unnoticed. ![Attention Alerts](/images/featured/baucore-function_screenshot-demo-project-health-alerts.webp) ## The Problem In project-based sales environments, issues develop gradually: missed follow-ups, inactive projects or delayed decisions. Without clear visibility, these problems stay hidden until it is too late to react. Sales teams rely on manual tracking, which makes it hard to see when a project needs immediate attention. Handoffs get missed, escalations arrive late and opportunities are lost. Projects stalling without being noticed Missed follow-ups and inactive opportunities Lack of visibility into at-risk projects Late escalations when issues have already progressed Teams react late, after follow-ups lapse and projects go inactive. ## THE SOLUTION Attention Alerts monitors project activity and identifies when projects become inactive, at risk or require escalation. Instead of manual checks, the system highlights where attention is needed and routes alerts to the responsible stakeholders. Teams address problems early, before they affect outcomes. ## Showcase ### Threshold-Based Alerts Triggers alerts based on defined inactivity periods, risk indicators or project conditions. ### Notifications Sends real-time notifications to responsible users when action is required. ### Escalation Routing Routes critical alerts to managers or principals when thresholds are exceeded. ### Digest Views Provides aggregated views of alerts and attention-required items across projects. ### Configurable Alert Logic Lets teams define thresholds and rules to keep alerts relevant and avoid alert fatigue. ## HOW IT WORKS 1 Baucore monitors project activity. 2 When predefined thresholds are reached, such as inactivity or missing progress, the system flags the project. 3 Baucore generates an alert and routes it to the responsible owner. 4 If required, Baucore escalates the alert to higher-level stakeholders. ## The Benefits Detects issues before they affect outcomes Prevents projects from stalling unnoticed Supports proactive escalation management Improves follow-through and accountability Reduces reliance on manual tracking Reduces reliance on manual tracking ## Who This Is For Building product manufacturers Lighting, HVAC, electrical and architectural product rep agencies Teams managing multiple parallel projects, complex sales cycles and distributed ownership across stakeholders managing multiple parallel projects, complex sales cycles and distributed ownership across stakeholders ## Frequently Asked Questions --- Title: Project Health Signals | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-intelligence/project-health-signals Locale: en Feature # Project Health Signals Transparent Project Status Indicators for Proactive Sales Management Project Health Signals is a Baucore function that uses rule-based, explainable stoplight indicators (Green, Yellow, Red) to reflect project momentum, risk and next-step clarity, so teams prioritize actions and manage projects proactively. ![Project Health Signals](/images/featured/baucore-function_screenshot-demo-project-status-recommendations.webp) ## The Problem In project-based sales, teams struggle to assess the real status of a project. They rely on subjective updates, scattered information or outdated reports, so they can't tell which projects are progressing, at risk or stalled. Without clear signals, management reacts late and critical issues go unnoticed until they affect outcomes. Lack of clear visibility into project status Reactive management based on incomplete information Stalled projects going unnoticed Inconsistent interpretation of project progress Difficulty prioritizing where to focus Decisions come late, opportunities slip, and pipeline management suffers. ## THE SOLUTION Project Health Signals gives a clear, structured and transparent view of project status using stoplight indicators. Baucore evaluates each project against defined rules and signals, so you see whether it is progressing as expected, needs attention or is at risk. Instead of subjective judgement or opaque scoring, the system uses explainable logic to show why a project is Green, Yellow or Red. ## Showcase ### Stoplight Status Indicators Displays project health with Green, Yellow and Red indicators. ### Rule-Based Evaluation Applies configurable rules to determine project status based on activity, timing and milestones. ### Time-in-Stage Tracking Monitors how long projects remain in specific stages to detect delays. ### Inactivity Signals Identifies projects with missing updates or lack of engagement. ### Milestone Checks Evaluates whether key project milestones are being met. ### Dashboard Visibility Aggregates project health across the pipeline. ## HOW IT WORKS 1 Baucore evaluates project data against predefined rules. 2 Signals such as inactivity, time in stage and missing milestones are analyzed. 3 Baucore assigns each project a health status: green indicates normal progress, yellow signals potential risk or timing issues, and red points to stalled or critical situations. 4 Dashboards display these signals for regular reviews and prioritization. ## The Benefits Gives clear and reliable project status visibility Supports proactive instead of reactive management Prioritizes effort based on real project conditions Reduces reliance on subjective updates Improves pipeline clarity for leadership Improves pipeline clarity for leadership ## Who This Is For Building product manufacturers Lighting, HVAC, electrical and architectural product rep agencies Sales leadership and principals Teams managing multiple projects simultaneously Organizations requiring clear pipeline visibility requiring clear pipeline visibility ## Frequently Asked Questions --- Title: Recommended Next Actions | Baucore Building Materials CRM URL: https://www.baucore.app/product/project-intelligence/recommended-next-actions Locale: en Feature # Recommended Next Actions Clear Guidance on What to Do Next in Every Project Recommended Next Actions is a Baucore function that provides assistive, context-based guidance on the next best steps within a project, helping teams maintain momentum, improve follow-through and reduce manual tracking. ![Recommended Next Actions](/images/featured/baucore__screenshot-demo-project-Recommended-Next-Actions.webp) ## The Problem In project-based sales environments, teams struggle to determine what to do next. With multiple stakeholders, ongoing communication and parallel projects, follow-ups, missing steps and priorities are hard to track. Important actions get delayed or forgotten, projects stall and execution becomes inconsistent. Unclear priorities across multiple projects Inconsistent execution of next steps Dependence on individual memory instead of system guidance Lack of structured process support Momentum stalls and sales execution suffers. ## THE SOLUTION Recommended Next Actions provides contextual guidance based on project activity, status and missing steps. Users no longer track next steps by hand: Baucore surfaces suggested actions directly within the workflow. The recommendations keep teams aligned, maintain progress and catch missed steps. ## Showcase ### Suggested Follow-Ups Recommends follow-up actions based on project activity and communication history. ### Missing-Step Prompts Identifies gaps in the process and suggests required next steps. ### Attention Flags Highlights situations where action is needed to maintain project momentum. ### Next-Step Suggestions Gives context-aware guidance tailored to the current project state. ### Workflow Integration Builds recommended actions into project workflows and task management. ## HOW IT WORKS 1 Baucore evaluates project data and activity. 2 The system identifies missing actions, delays and gaps in the workflow. 3 Based on this context, it generates recommended next steps. 4 Users review, accept and execute these actions directly within the system. ## The Benefits Improves focus and execution across projects Reduces missed follow-ups and delays Supports consistent sales processes Reduces reliance on memory and manual tracking Reduces reliance on memory and manual tracking ## Who This Is For Building product manufacturers Lighting, HVAC, electrical and architectural product rep agencies Sales teams managing multiple projects Organizations requiring structured workflows Teams looking to improve follow-through and execution looking to improve follow-through and execution ## Frequently Asked Questions --- Title: CRM and Email Automation | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/integration Locale: en Product # Integrations Connect with your existing tools Baucore connects to the tools your team already uses, from CRM systems to email clients, so workflows run smoothly and data stays consistent between them. ## Key Capabilities Outlook & Gmail integration Salesforce & Microsoft Dynamics CRM External project data feeds Custom API access Automated data synchronization ![Integrations](/images/featured/baucore-function_outlook-integration.webp) ## Explore Integrations Features [ ### Outlook Integration Email Workflow Integration for Construction Sales Outlook Integration is a Baucore function that connects Outlook email communication with project and sales workflows without changing how teams use email. Learn more ](/product/integration/outlook-integration)[ ### Gmail Integration Email Workflow Integration for Construction Sales Gmail Integration is a Baucore function that connects Gmail email communication with project and sales workflows while keeping Gmail as the primary interface. Learn more ](/product/integration/gmail-integration)[ ### ERP Systems Order and Financial Context Integration for Construction Sales ERP Systems is a Baucore function that links ERP order and financial data to project and sales workflows for better alignment between sales and operations. Learn more ](/product/integration/erp-systems)[ ### DMS Systems Contextual Document Connectivity for Construction Sales DMS Systems is a Baucore function that references documents from external document management systems within project workflows. Learn more ](/product/integration/dms-systems)[ ### Mobile App Full Baucore Functionality on Mobile Devices Mobile App is a Baucore capability that gives you all Baucore functions on smartphones and tablets through a responsive, mobile-ready interface, with no functional limits compared to desktop use. Learn more ](/product/integration/mobile-app) --- Title: Outlook Integration | Baucore Building Materials CRM URL: https://www.baucore.app/product/integration/outlook-integration Locale: en Feature # Outlook Integration Email Workflow Integration for Construction Sales Outlook Integration is a Baucore function that connects Outlook email communication with project and sales workflows without changing how teams use email. ![Outlook Integration](/images/featured/baucore-function_outlook-integration.webp) ## The Problem Outlook is a central communication tool in construction sales, yet email conversations stay disconnected from structured project workflows. Important context is lost, follow-ups are inconsistent, and teams transfer information into internal systems by hand. Emails not linked to projects Manual copy-paste into internal tools Lost conversation context Missed or delayed follow-ups Context stays in the inbox, and teams re-enter information by hand. ## THE SOLUTION Outlook Integration links inbound and outbound emails directly to Baucore projects and workflows. Sales teams keep working in Outlook while Baucore captures context and structures communication in the background. ## Showcase ### Email synchronization Connects Outlook emails with Baucore. ### Project context linking Associates emails with the correct project. ### Activity visibility Shows email communication inside Baucore. ## HOW IT WORKS 1 An email is sent or received in Outlook 2 Baucore identifies project context 3 The email is linked to the relevant project 4 Communication appears in workflows ## The Benefits No change to existing email habits Visibility of email communication Reduced manual documentation More consistent follow-up More consistent follow-up ## Who This Is For Building product manufacturers Lighting, HVAC, electrical, and architectural product rep agencies Teams using Outlook as their primary email platform. Valuable for teams using Outlook as their primary email platform. ## Frequently Asked Questions --- Title: Gmail Integration | Baucore Building Materials CRM URL: https://www.baucore.app/product/integration/gmail-integration Locale: en Feature # Gmail Integration Email Workflow Integration for Construction Sales Gmail Integration is a Baucore function that connects Gmail email communication with project and sales workflows while keeping Gmail as the primary interface. ![Gmail Integration](/images/featured/baucore-outlook-mobile-integration-embedded-mail-app.webp) ## The Problem Sales teams use Gmail widely, yet email conversations stay disconnected from project and sales context. Emails detached from project records Manual documentation of conversations Missing visibility across teams Execution varies and project context stays in the inbox. ## THE SOLUTION Gmail Integration links Gmail communication directly to Baucore projects and workflows. Sales teams keep using Gmail while Baucore structures communication in the background. ## Showcase ### Email synchronization Connects Gmail with Baucore. ### Context detection Identifies the relevant project. ### Activity tracking Makes communication visible in workflows. ## HOW IT WORKS 1 An email is sent or received in Gmail 2 Project context is identified 3 Baucore links the email 4 No workflow disruption ## The Benefits Centralized project visibility Reduced manual effort Reduced manual effort ## Who This Is For Manufacturers Rep agencies relying on Gmail-based communication relying on Gmail-based communication ## Frequently Asked Questions --- Title: ERP Order Data Integration | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/integration/erp-systems Locale: en Feature # ERP Systems Order and Financial Context Integration for Construction Sales ERP Systems is a Baucore function that links ERP order and financial data to project and sales workflows for better alignment between sales and operations. ![ERP Systems](/images/featured/baucore-function_screenshot-demo-erp-systems-integration.webp) ## The Problem Once projects move into ordering and fulfillment, sales teams lose visibility into ERP data. Sales, operations, and customers drift out of sync. No visibility into order status Disconnected financial information Manual follow-ups with operations Sales, operations, and customers work from different information, and responses arrive late. ## THE SOLUTION ERP Systems links relevant ERP data into Baucore project context. Sales teams gain visibility without direct access to ERP systems. ## Showcase ### ERP data linking References order and status information. ### Project context visibility Connects ERP data to projects ## HOW IT WORKS 1 ERP data is synced or referenced 2 Information is linked to projects 3 Sales gains visibility in Baucore ## The Benefits Better alignment with operations Improved customer communication Fewer internal handoffs Fewer internal handoffs ## Who This Is For Building product manufacturers Sales teams working closely with operations working closely with operations ## Frequently Asked Questions --- Title: DMS Document Integration | Baucore Sales App for Building Materials URL: https://www.baucore.app/product/integration/dms-systems Locale: en Feature # DMS Systems Contextual Document Connectivity for Construction Sales DMS Systems is a Baucore function that references documents from external document management systems within project workflows. ![DMS Systems](/images/featured/baucore-function_screenshot-demo-dms-systems-integration.webp) ## The Problem Documents sit in DMS platforms, and sales teams lack project-level visibility. Document silos No context inside sales workflows Teams work inefficiently and duplicate effort. ## THE SOLUTION DMS Systems links external documents to Baucore projects without duplicating files. ## Showcase ### External document linking References files stored in DMS platforms. ### Project context association Connects documents to projects. ## HOW IT WORKS 1 Documents remain in the DMS 2 References are linked in Baucore 3 Project context is preserved ## The Benefits Centralized document visibility No duplicate storage Clear project context Clear project context ## Who This Is For Manufacturers Rep agencies using external document systems using external document systems ## Frequently Asked Questions --- Title: Mobile Sales App for Building Materials Teams | Baucore URL: https://www.baucore.app/product/integration/mobile-app Locale: en Feature # Mobile App Full Baucore Functionality on Mobile Devices Mobile App is a Baucore capability that gives you all Baucore functions on smartphones and tablets through a responsive, mobile-ready interface, with no functional limits compared to desktop use. ![Mobile App](/images/featured/baucore-outlook-mobile-integration-embedded-mail-app.webp) ## The Problem In construction sales, work happens away from the desk. Sales reps, project managers, and technical teams are on-site, in meetings, or traveling. Many software tools work poorly on mobile devices or restrict functionality to "view-only" modes. Limited or unusable mobile access Reduced functionality on smartphones Delayed updates until returning to a desk Lost context while on-site or in meetings Reps react slower, document less, and miss opportunities. ## THE SOLUTION The Baucore Mobile App makes every Baucore function usable on mobile devices. You access all functions, views, and workflows from desktop or laptop on smartphones and tablets without functional restrictions. Baucore adapts to any screen size, so teams work productively wherever they are. ## Showcase ### Full functionality on mobile devices All Baucore features available on desktop are also usable on smartphone and tablet. ### Responsive and mobile-ready interface Adapts layouts and views to different screen sizes. ### No feature limitations on mobile No reduced feature set or view-only modes. ### User-friendly and intuitive design Optimized for touch interaction and on-the-go usage. ### Cross-device usage Switch between desktop, tablet, and smartphone. ## HOW IT WORKS 1 You open Baucore on a mobile device 2 The interface adapts to the screen size 3 All projects, workflows, and data remain usable 4 Teams work across desktop and mobile ## The Benefits Productive work while on-site or traveling No need to wait until returning to a desk Faster updates and follow-ups Consistent workflows across all devices Usable design and fast adoption Usable design and fast adoption ## Who This Is For Manufacturers with mobile coordination needs Field sales teams Rep agencies working on-site Remote teams that need full system access while away from the office. Valuable for teams that need full system access while away from the office. ## Frequently Asked Questions --- Title: Industry Solutions | Baucore Building Materials CRM URL: https://www.baucore.app/industry Locale: en Product # Industry Solutions Tailored for your business Discover how Baucore supports your specific industry needs. ![Industry Solutions](/images/1-baucore-industry-window-manufacturer.jpg) ## Explore Industry Solutions Features [ ### Project Sales Platform for Building Product Manufacturers Win more projects and grow revenue across your direct and channel sales. Built around construction projects, connecting specs, stakeholders, and sales channels so manufacturers can influence project outcomes and drive revenue. Learn more ](/industry/building-product-manufacturers)[ ### Project Sales Management for Architectural Building Product Rep Agencies Make sense of everything happening across your projects. Baucore brings together your conversations, quotes, and project details so everything stays connected as your projects move forward. Learn more ](/industry/architectural-building-product-rep-agencies)[ ### Project Sales Software for Electrical Rep Agencies Run a bid-day-ready sales operation your manufacturers and contractors can count on. Baucore gives electrical rep agencies one place to manage specs, bids, quotes, buyouts, shipments, and commissions, from basis of design through revenue. Learn more ](/industry/electrical-rep-agencies)[ ### Bid Lifecycle Software for HVAC Rep Agencies Run a tighter, more accountable bid operation your mechanical contractors and manufacturers trust. Baucore gives HVAC rep agencies one place to manage specs, bid requests, equipment quotes, addenda, buyouts, and shipments, from design through revenue. Learn more ](/industry/hvac-rep-agencies)[ ### Project Sales Software for Lighting Rep Agencies One project record, from first conversation to final commission. Baucore connects field activity, incoming requests, quoting, submittals, orders, customer service and commissions on one project record. Baucore Inbox reads what arrives, prepares the work, and shows the evidence behind it, so your team validates instead of re-typing. Learn more ](/industry/lighting-rep-agencies) --- Title: Project Sales Platform for Building Product Makers | Baucore URL: https://www.baucore.app/industry/building-product-manufacturers Locale: en Solution # Project Sales Platform for Building Product Manufacturers Win more projects and grow revenue across your direct and channel sales. Built around construction projects, connecting specs, stakeholders, and sales channels so manufacturers can influence project outcomes and drive revenue. ![Project Sales Platform for Building Product Manufacturers](/images/featured/industry-building-product-manufacturers.webp) ## Winning projects requires more than being specified For manufacturers, getting specified is only the beginning. Projects move through design, bidding, and procurement, where contractors, distributors, direct customers, and value engineering decisions can change outcomes. Sales teams must educate the market, support partners, and turn specification into revenue. Specification is only the first step. Manufacturers invest in getting specified, but that position can erode without ongoing engagement throughout the project lifecycle. Specifications can slip. Contractors and distributors can substitute, value engineer, or replace a specified product during bidding and procurement without warning. You win revenue through direct and channel relationships. Direct customers, rep agencies, distributors, and contractors all influence what gets purchased and what gets specified. Systems don't match how sales happens. Most CRM and ERP systems are not built around projects, which makes it hard to connect specification activity, partner engagement, and deal execution. Long cycles require continuous engagement. Projects take months or years, so you need consistent involvement from design through order to hold your position and win the business. Education needs a clear path to revenue. Specification and marketing efforts matter, but manufacturers need a better way to connect them to project outcomes and commercial results. ## A system built for how manufacturers win projects Baucore is built around projects, the driver of revenue in construction sales, and connects specification, stakeholders, and sales execution across your business. ## Solution Overview ### Hold your specification position through the lifecycle Stay engaged from design through procurement to reinforce your position and respond when risk emerges. ### Focus on the stakeholders that drive decisions See who influences each project and where to apply effort across architects, contractors, distributors, and customers. ### Execute across direct and channel sales Coordinate internal teams, direct customers, and partners so project momentum turns into orders. ### Stay engaged throughout the project lifecycle Teams follow up, support partners, and re-engage as projects evolve, at every stage from design to order. ### Operate around projects as well as accounts Bring project activity, stakeholders, and outcomes into one place to reflect how revenue is won. ### Turn project activity into actionable work Use project data and specification activity to guide engagement as well as identify opportunities. ## How manufacturers win projects 1 Identify and engage early. Sales teams connect with architects, engineers, and specifiers to educate and position products during design. 2 Establish specification position. Sales teams get products written into basis of design, which creates an initial position within the project and early commercial potential. 3 Stay engaged through the project. Teams remain involved as projects move into bidding, supporting contractors, answering questions, and reinforcing product selection. 4 Support direct customers and channel partners. Direct customers, rep agencies, distributors, and contractors stay aligned so they quote, carry, and stock the specified product. 5 Convert to order and revenue. Project influence turns into orders, and you see what you won, lost, substituted, or delayed. 6 The process loops. Teams re-engage as projects evolve, stakeholders change, and commercial decisions shift. ## Built to win more projects and grow share and revenue Win more of the projects you're already in. Stay engaged throughout the lifecycle to convert specification into orders and reduce losses during bidding and procurement. Increase share across the projects that matter. Consistent engagement across stakeholders and partners strengthens your position over time. Convert partner activity into revenue. Align direct customers, rep agencies, distributors, and contractors so project momentum turns into actual orders. See revenue before it shows up in pipeline. Project activity shows you what is happening ahead of pipeline and orders. Keep field and inside teams on schedule. Give them the structure to stay engaged and act at the right time. Turn specification and marketing into measurable revenue. Connect early-stage education and engagement to actual project outcomes. ## Frequently Asked Questions --- Title: Sales Software for Architectural Rep Agencies | Baucore URL: https://www.baucore.app/industry/architectural-building-product-rep-agencies Locale: en Solution # Project Sales Management for Architectural Building Product Rep Agencies Make sense of everything happening across your projects. Baucore brings together your conversations, quotes, and project details so everything stays connected as your projects move forward. ![Project Sales Management for Architectural Building Product Rep Agencies](/images/featured/industry-architectural-building-product-rep-agencies.webp) ## Too many moving pieces. No clear way to keep them together. Project updates buried in email threads. Important details get scattered across inboxes, forwards, replies, and disconnected conversations. Quotes, conversations, and decisions spread across different places. The full story behind a job is rarely visible in one place when you need it. Multiple stakeholders involved, with no easy way to keep context. Architects, designers, owners, contractors, and manufacturer contacts all affect the outcome. Working across manufacturer systems that only show part of the picture. Required systems help the manufacturer, but they rarely reflect your full day-to-day reality. Constantly piecing together what changed and where things stand. Too much time goes into reconstructing project history instead of moving the work forward. ## Emails, quotes, and project details in one place Bring clarity to the moving pieces without changing how you work. Architectural reps need a better way to connect project activity, relationships, and follow-through across the work they already do. ## Solution Overview ### Specification & design Capture the early conversations that shape the outcome, including products written in, revised, or replaced, across every touchpoint. ### Field & relationships Lunch and learns, meetings, presentations, and jobsite visits stay part of the project story instead of disappearing into email and memory. ### Project updates & changes Alerts, messages, and scattered conversations come together in one place that shows how a project is evolving. ### Quotes & project follow-through Pricing, revisions, substitutions, and bidder activity stay tied to the project long after the first specification conversation. ## How Baucore helps Pull emails, quotes, and project details together. Bring scattered information into one connected view that reflects the shape of each job. Keep conversations connected to the right context. Important decisions stay tied to the people, topics, and projects they affect. See what's changed as projects move forward. Stay close to evolving jobs without reconstructing timelines from different places. Capture field activity without extra effort. Keep lunch and learns, meetings, site visits, and key follow-up visible as part of the project story. Stay involved from early design through bid and award. Keep continuity across the lifecycle without losing the details that matter. ## Built for how architectural reps work Independent reps and agencies. For firms that need a better way to connect the moving pieces around the projects they support. Teams representing one or multiple manufacturers. Flexible enough for a focused line card or a broader portfolio of represented brands. Reps focused on specification-driven sales. Designed for the long, relationship-based work that begins early in the design process. Field-driven roles with constant meetings and follow-up. Supports the reality of road time, presentations, site visits, and day-to-day relationship work. Anyone juggling projects, quotes, and conversations across different places. Continuity and context across email, field work, and project activity. ## Frequently Asked Questions [ Works with ### Baucore for Agencies See the cross-trade view of spec-to-commission: one workflow across every manufacturer and distributor your agency works with, beyond architectural products. Learn more ](/agencies) --- Title: Project Sales Software for Electrical Rep Agencies | Baucore URL: https://www.baucore.app/industry/electrical-rep-agencies Locale: en Solution # Project Sales Software for Electrical Rep Agencies Run a bid-day-ready sales operation your manufacturers and contractors can count on. Baucore gives electrical rep agencies one place to manage specs, bids, quotes, buyouts, shipments, and commissions, from basis of design through revenue. ![Project Sales Software for Electrical Rep Agencies](/images/featured/industry-electrical-rep-agencies.webp) ## Most electrical rep agencies are still working this way Projects live in too many places. Email threads, spreadsheets, distributor portals, CRM: nothing stays in sync when bid day hits. Quotes are scattered across contractors and distributors. Same project, multiple bidders, no clean way to stay aligned on scope and price. Specs don't connect to bids, and bids don't connect to buyouts. The basis of design, the RFQs, the award, and the final PO rarely live in one story. Revenue gets disconnected from the work. Shipments, change orders, and commissions don't tie back cleanly to the original project and quote. ## How top electrical rep agencies run their sales operation Baucore gives your team the structure to run projects, bids, buyouts, and execution in one place, without the usual disconnects. Baucore is built for how electrical rep agencies operate, so you skip the generic CRM retrofitted for project sales. ## Solution Overview ### One place for every project. From engineer spec through award, buyout, and shipment, everything lives in a single system. ### Bid-day ready. Multiple contractors and distributors request pricing on the same job, and you handle all of them under one project without a stack of spreadsheets. ### Every stakeholder tied to the job. Engineers, contractors, electrical distributors, GCs, and end users all connect to the project record. ### Distributor channel coordination. Track which distributors carry which contractors on which bids, and keep pricing consistent across the channel. ### Post-award execution stays connected. Buyouts, POs, release schedules, submittals, and long-lead gear stay tied to the original project and quote so nothing gets lost between award and revenue. ### One system across your entire agency. Inside sales, outside sales, quoting, project management, and leadership all work from the same platform, from spec through commission. ## How an electrical project runs in Baucore 1 Projects come in early, before the RFQ, from engineer specs, project feeds, or outside-sales activity. 2 You establish your position during design. Basis of design, approved manufacturers list, and alternates take shape. 3 Bid day arrives. Multiple contractors and distributors request quotes on the same project, and every version stays tied to the job. 4 The project moves through award and buyout. The winning contractor negotiates final scope and price; substitutions, adders, and deducts are tracked against the original quote. 5 Execution connects to revenue. POs, releases, long-lead shipments, change orders, and commissions tie back to the project that started it all. 6 Teams skip handoffs and re-entry, and keep context between stages. ## What changes when you run your agency this way You stop losing projects between spec, bid, and buyout Your team handles more bids on bid day without adding headcount You keep pricing and scope consistent across every distributor and contractor on the job You can tie work to revenue, commissions, and manufacturer performance You become a more valuable partner to your manufacturers and your contractors ## Frequently Asked Questions [ Works with ### Baucore for Agencies See the cross-trade view of spec-to-commission: one workflow across every manufacturer and distributor your agency works with, beyond electrical. Learn more ](/agencies) --- Title: Bid Lifecycle Software for HVAC Rep Agencies | Baucore URL: https://www.baucore.app/industry/hvac-rep-agencies Locale: en Solution # Bid Lifecycle Software for HVAC Rep Agencies Run a tighter, more accountable bid operation your mechanical contractors and manufacturers trust. Baucore gives HVAC rep agencies one place to manage specs, bid requests, equipment quotes, addenda, buyouts, and shipments, from design through revenue. ![Bid Lifecycle Software for HVAC Rep Agencies](/images/featured/industry-hvac-rep-agencies.webp) ## Most HVAC rep agencies are still running bids this way Quotes live in spreadsheets. Every project starts a new file, and the moment an addendum hits, version control breaks down. Bid requests are scattered across contractors and inboxes. Same equipment package, multiple contractors, no clean way to keep scope and pricing aligned. The project story breaks between bid and buyout. What was specified, what was quoted, what was awarded, and what was finally bought rarely lives in one place. Execution gets disconnected from the work. Factory orders, submittals, shipments, and commissions don't tie back cleanly to the original bid and quote. ## How top HVAC rep agencies run their bid operation Baucore gives your team the structure to run projects, bid requests, equipment quotes, and execution in one place, without the spreadsheet gymnastics. Baucore is built for how HVAC rep agencies operate, so you skip the generic CRM retrofitted for mechanical sales. ## Solution Overview ### One place for every project. From engineer spec through buyout, factory order, and shipment, everything lives in a single system. ### Equipment quotes without spreadsheets. Build chillers, AHUs, boilers, VRF, and RTU packages with accessories, options, and adders, structured and version-controlled. ### Every contractor bid tied to one job. Multiple mechanical contractors request pricing on the same project, and you handle them under one project record. ### Addenda stay connected to the quote. When drawings change mid-bid, every revision stays tied to the original scope and pricing, so nothing gets quoted twice or missed. ### Buyout and scope awards visible in one view. Track which scope was awarded, which was lost, which was value-engineered, and what the final price looked like against the original quote. ### One system across your entire agency. Inside sales, quoting, engineering, project management, and leadership all work from the same platform, from spec through commission. ## How a mechanical bid runs in Baucore 1 Projects come in early, before the RFQ, from engineer specs, project feeds, or outside-sales activity. 2 You establish your position during design. Basis of design, approved manufacturers, mechanical schedules, and alternates take shape. 3 Bid requests arrive. Multiple mechanical contractors request pricing on the same equipment package, and every addendum, revision, and clarification stays tied to the job. 4 The project moves through award and buyout. The winning contractor negotiates final scope and price; substitutions, adders, and deducts track against the original quote. 5 Execution connects to revenue. Factory orders, submittals, long-lead shipments, startup, and commissions all tie back to the bid that started it all. 6 Teams skip handoffs and re-entry, and keep context between stages. ## What changes when you run your agency this way You stop losing scope between spec, bid, and buyout Your quoting team handles more bids and more addenda without adding headcount You keep scope and pricing consistent across every contractor on the job You can tie work to revenue, commissions, and factory performance You become a more valuable partner to your manufacturers and your contractors ## Frequently Asked Questions [ Works with ### Baucore for Agencies See the cross-trade view of spec-to-commission: one workflow across every manufacturer and distributor your agency works with, beyond HVAC. Learn more ](/agencies) --- Title: Project Sales Software for Lighting Rep Agencies | Baucore URL: https://www.baucore.app/industry/lighting-rep-agencies Locale: en Solution [Upcoming webinar:Where Projects Are Won· Oct 22, 2026](/events/where-projects-are-won) # Project Sales Software for Lighting Rep Agencies One project record, from first conversation to final commission. Baucore connects field activity, incoming requests, quoting, submittals, orders, customer service and commissions on one project record. Baucore Inbox reads what arrives, prepares the work, and shows the evidence behind it, so your team validates instead of re-typing. [See Baucore Inbox](/agents/baucore-inbox) ![Project Sales Software for Lighting Rep Agencies](/images/featured/industry-lighting-rep-agencies.webp) ## Most lighting rep agencies are still operating like this Projects live in too many places. Email, spreadsheets, vendor portals, CRM: nothing stays in sync. Quotes are scattered across bidders and systems. Same project, multiple contractors, no clean way to stay aligned. You can't connect the full picture of a project. From design and specification through quotes, orders, shipments, and substitutions, nothing ties together cleanly. Revenue gets disconnected from the work. Quotes, orders, shipments, and commissions don't tie back cleanly. The work arrives as email and stays there. Quote requests, revisions, a second distributor asking about a job you already track, and delivery questions all land in the same shared inbox, and none of it becomes structured work until somebody re-types it. ## Start where the work arrives Most of an agency's day begins as an email. Baucore Inbox reads the message, its attachments, and the files linked inside it (Dropbox, OneDrive, Google Drive, downloaded automatically), then proposes the project it belongs to, the participants involved and the scope it found, with the page and the screenshot behind every line. AI Project Match ranks the projects a request could belong to, so a second distributor asking about a job you already track joins that project instead of starting a new one. Your team confirms. Nothing moves until they do. [See how Baucore Inbox works →](/agents/baucore-inbox) ## How top lighting rep agencies run their sales operation Baucore gives your team the structure to run projects, quotes, and execution in one place, without the usual disconnects. Baucore is built for how rep agencies operate, so you skip the generic CRM retrofitted for project sales. ## Solution Overview ### One place for every project. From early design through award and shipment, everything lives in a single system. ### Quotes organized across all bidders. Multiple contractors and multiple manufacturers sit under one project. ### Every stakeholder tied to the job. Architects, designers, engineers, contractors, and distributors all connect to the job. ### Execution stays connected to the work. Quotes, orders, shipments, and changes stay tied to the original project. ### One system across your entire agency. From specification through revenue, every team works from the same platform. ### Support specification and demand generation. Coordinate outreach, events, and campaigns tied directly to your projects and accounts. ## How a lighting project runs in Baucore 1 Projects come in early, before the bid, from design teams, spec activity, or project feeds. 2 You establish your position during design. Specs, basis of design, and alternates take shape. 3 Quotes go out across multiple bidders. Contractors and distributors request pricing on the same job. 4 The job moves through award and execution. Orders, changes, and substitutions happen as the project progresses. 5 Everything ties back to revenue. Shipments and commissions connect to the original project and quotes. 6 Teams skip handoffs and re-entry, and keep context between stages. ## Upcoming on this topic [View all events](/events) [ ![Where Projects Are Won](/images/events/where-projects-are-won.webp) Webinar US ## Where Projects Are Won Turn field conversations into project intelligence. Follow one lighting agency field visit covering three projects, captured in a single voice report with SalesExt. Oct 22, 2026 · 6:00 PM UTC ](/events/where-projects-are-won)[ ![One Project, From First Conversation to Final Commission](/images/events/one-project-first-conversation-to-final-commission.webp) Webinar US ## One Project, From First Conversation to Final Commission What changes when sales, inbox, quoting, orders, customer service and commissions run around one project, from first conversation to final commission. Nov 5, 2026 · 7:00 PM UTC ](/events/one-project-first-conversation-to-final-commission) ## What changes when you run your agency this way You stop losing projects between spec, bid, and award Your team handles more work without adding headcount You operate with consistency across your entire agency You can tie work to revenue and commissions You become a more valuable partner to your manufacturers ## Frequently Asked Questions [ Works with ### Baucore for Agencies See the cross-trade view of spec-to-commission: one workflow across every manufacturer and distributor your agency works with, beyond lighting. Learn more ](/agencies) --- Title: Baucore for Agencies | Spec-to-Commission Workflow URL: https://www.baucore.app/agencies Locale: en Baucore for Agencies [Upcoming webinar:Where Projects Are Won· Oct 22, 2026](/events/where-projects-are-won) # Your agency's spec-to-commission workflow in one place The operating platform for rep agencies. A project starts in the field, long before anyone asks for a price. Baucore for Agencies keeps it on one record from there: the inquiry and its attachments, the quote, the order, the submittal, the shipment, the service questions that come afterwards and the commission at the end. One record across every manufacturer and distributor you work with, instead of a dozen inboxes and price books. [See Baucore Inbox in action](/agents/baucore-inbox) ![Baucore for Agencies: one spec-to-commission workflow across lighting, electrical, HVAC, and architectural rep agencies](/images/baucore-for-agencies-hero.jpg) ## Rep agencies run their business through email and spreadsheets, even though the work is structured. Everything is manual. An inquiry comes in as an email thread with attachments. Someone has to read it, figure out the scope, and key it into a quote line by line, manufacturer by manufacturer. No single view of a project. The same project inquiry can go out to several distributors at once. Without a shared system, nobody on the team sees the full picture: which distributor has which version, what's been quoted where, or what's changed. Price books everywhere. Pricing comes from multiple manufacturers, each with their own format, and it changes monthly (sometimes daily). Reps cross-reference spreadsheets and vendor portals by hand instead of trusting one current source. Handoffs lose information. Quote, order, shipment, and commission each involve different people, different paperwork, and mostly different tools, so status, history, and accountability get lost between steps. The project was decided before you saw it. Specification and relationship work happens months before a request for pricing arrives, and most of what the field team learned lives in their head, their phone, or a visit report nobody opens again. ## One system for the full lifecycle Every stage of the agency lifecycle lives on one project record, from the first field conversation through to the commission statement. Field, inquiry, quote, submittal, order, shipment, service, commission. All on one project record. 1. 01 ### Field Visits, specification activity and early project signals land on the project record before any request exists. When the inquiry arrives, it joins a project the team already knows instead of starting a new one. 2. 02 ### Inquiry Baucore Inbox reads incoming project emails and attachments, matches them to the right account, contact, and project (or creates one), and keeps every reply on the same thread instead of spinning up duplicates. 3. 03 ### Quote The system prepares the quote from what it read, broken out per manufacturer where a project spans several vendors, with full version history and audit trail as the quote is revised. 1. 04 ### Submittal Baucore generates submittal documents and tracks them against project requirements on the same record, so approval happens before anything is built and no separate manual process is needed. 2. 05 ### Order Once a quote is won, it converts into an order, and Baucore generates and tracks each manufacturer's purchase order individually, including validation against what the manufacturer confirms. 3. 06 ### Shipment Baucore tracks shipments per manufacturer and order line, so the agency sees what has shipped, what is outstanding, and the expected delivery without chasing tracking numbers by email. 1. 07 ### Service Delivery questions, damage reports and replacement requests arrive against the same project. The person answering sees the quote, the order and the shipment without asking anyone. 2. 08 ### Commission Baucore calculates commission and reconciles it against what shipped and was paid, replacing manual statement matching. Agencies that also buy and resell run that business on the same project record, with the commercial result tracked alongside commission. 1. 01 ### Field Visits, specification activity and early project signals land on the project record before any request exists. When the inquiry arrives, it joins a project the team already knows instead of starting a new one. 2. 02 ### Inquiry Baucore Inbox reads incoming project emails and attachments, matches them to the right account, contact, and project (or creates one), and keeps every reply on the same thread instead of spinning up duplicates. 3. 03 ### Quote The system prepares the quote from what it read, broken out per manufacturer where a project spans several vendors, with full version history and audit trail as the quote is revised. 4. 04 ### Submittal Baucore generates submittal documents and tracks them against project requirements on the same record, so approval happens before anything is built and no separate manual process is needed. 5. 05 ### Order Once a quote is won, it converts into an order, and Baucore generates and tracks each manufacturer's purchase order individually, including validation against what the manufacturer confirms. 6. 06 ### Shipment Baucore tracks shipments per manufacturer and order line, so the agency sees what has shipped, what is outstanding, and the expected delivery without chasing tracking numbers by email. 7. 07 ### Service Delivery questions, damage reports and replacement requests arrive against the same project. The person answering sees the quote, the order and the shipment without asking anyone. 8. 08 ### Commission Baucore calculates commission and reconciles it against what shipped and was paid, replacing manual statement matching. Agencies that also buy and resell run that business on the same project record, with the commercial result tracked alongside commission. ## What changes when you run your agency this way One view of every project, no matter how many distributors or manufacturers are involved. No piecing it together across inboxes. Faster quotes, because the system handles intake and the first draft instead of manual line-by-line entry. Current pricing in one place for manufacturer price books, instead of stale spreadsheets and vendor portals cross-referenced by hand. Quote, submittal, order, shipment, and commission stay on one record instead of scattering across email and separate tools. Works across trades. Baucore for Agencies serves rep agencies for lighting, electrical, HVAC, and architectural products today. You are on the project before the request arrives. Baucore records field and specification activity as it happens, so an RFQ lands against a project the team already knows. ## Upcoming on this topic [View all events](/events) [ ![Where Projects Are Won](/images/events/where-projects-are-won.webp) Webinar US ## Where Projects Are Won Turn field conversations into project intelligence. Follow one lighting agency field visit covering three projects, captured in a single voice report with SalesExt. Oct 22, 2026 · 6:00 PM UTC ](/events/where-projects-are-won)[ ![One Project, From First Conversation to Final Commission](/images/events/one-project-first-conversation-to-final-commission.webp) Webinar US ## One Project, From First Conversation to Final Commission What changes when sales, inbox, quoting, orders, customer service and commissions run around one project, from first conversation to final commission. Nov 5, 2026 · 7:00 PM UTC ](/events/one-project-first-conversation-to-final-commission) [ Works with ### Baucore Inbox The AI agent that reads inquiries and prepares quotes behind Baucore for Agencies. See it run on real inbound email. Learn more ](/agents/baucore-inbox) ### See how this works for your trade [Lighting Rep Agencies](/industry/lighting-rep-agencies)[Electrical Rep Agencies](/industry/electrical-rep-agencies)[HVAC Rep Agencies](/industry/hvac-rep-agencies)[Architectural Rep Agencies](/industry/architectural-building-product-rep-agencies) ## Frequently Asked Questions --- Title: Salesforce Training & Enablement | Baucore CRM Services URL: https://www.baucore.app/services/training-enablement Locale: en # Training & Enablement We offer training tailored to your needs and application. Our Salesforce experts train your employees as key users, users and administrators so you can use your system to its full potential. We make you fit - digitally fit. A project-related training concept is essential when you introduce a new system. It secures data quality, business processes, customer loyalty and project management in the long term. You gain productivity and efficiency from the start. ## Efficient and productive working For all Salesforce Cloud solutions and Baucore, tailored to your needs and your employees' level of knowledge. - Individual training concept including documentation - Company-relevant practical examples - For beginners and advanced users - On site or online ![Training and Education](/images/training-schulung-salesforce-digital-fit-ibs-technology.jpg) ## Benefit from our expertise & experience Let us analyze your situation together and build a training plan that fits. --- Title: Salesforce Implementation | Baucore Building Materials CRM URL: https://www.baucore.app/services/implementation-development Locale: en Services # Implementation & Development Baucore is a Salesforce-native platform built specifically for project-driven sales in the building materials industry. Our implementation approach configures Baucore, drives adoption, and scales it to match your real-world sales workflows instead of generic CRM processes. ## Why Baucore Is Different ### Building Materials Sales Is Not Standard Salesforce Salesforce is a powerful CRM platform, but out of the box it does not support the specification-driven, multi-stakeholder, project-based sales typical in the building materials industry. Baucore extends Salesforce with an industry-specific data model and workflows. A successful implementation requires understanding of building materials sales as well as technical Salesforce knowledge. WHAT WE IMPLEMENT & DEVELOP ## What a Baucore Implementation Covers ### Project-centric sales structure Instead of account-centric CRM, Baucore organizes sales around projects, the way building materials are sold. ### Stakeholder & influence mapping Map relationships, roles, and influence across architects, specifiers, contractors, and distributors. ### Quoting, submittals & execution Run quoting workflows, submittal management, and execution tracking in one platform. ### Specification & project phase modeling Track specification status, project phases, and product positioning throughout the sales lifecycle. ### Automation, alerts & recommended actions Automate routine tasks and surface recommended actions based on project status and stakeholder activity. ### Integration with existing systems Connect CRM, email, ERP, and external project data sources for a unified sales environment. ## There's a lot to be said for us as a Salesforce partner ### Certified full-service partner Our Salesforce and industry expertise rests on years of experience. ### Customized solutions We tailor every consultation and strategy to your business challenges and goals. ### Measurable results We deliver measurable results for your business through strategic Salesforce applications. ### Standardized project structure and communication Documents, task descriptions and test results, including the acceptance process, live in a standardized form on a common platform. Project participants collaborate because they can reach the information they need. ### 360° information flow A regular 360° flow of information among everyone involved increases acceptance. Short sprints drive continuous improvement. ### Cultivating change management We account for the consequences of change, because digital change succeeds only with the support of the workforce. Every company is unique, and our experience guides us. ## Our development & implementation process As Salesforce consulting specialists, we support you throughout the process so your CRM system is implemented correctly from the outset and delivers the value you expect as quickly as possible. 1 ### Planning We combine classic and agile methods to develop the digital architecture iteratively and react quickly to new requirements. 2 ### Analysis We follow a structured plan from the start. Workshops with stakeholders and focus groups let us determine the requirements until every department's needs are defined. 3 ### Design We outline the project approach, identify required resources, including procedural and technical aspects, to set the framework for implementation. 4 ### Build We translate the defined requirements into a functioning system. Agile development methods let us react to changes and make continuous progress. 5 ### Validation In the validation phase we check that the solution meets the requirements. Tests and feedback rounds with users confirm that it works without errors and meets user needs. 6 ### Deployment After validation, we integrate the solution into your existing system landscape and release it for use in the company. This phase also includes end-user training and support resources for a smooth transition and high acceptance. ## Plan your implementation with us. Let us talk about your implementation. --- Title: About Baucore | 16+ Years in Building Materials Sales URL: https://www.baucore.app/company/about-us Locale: en # We live digital transformation ## Our vision Baucore envisions a future where technology automates manual tasks and people spend their time on what matters to them. We build an environment where technology and people work together. We are a Gold Partner in the Salesforce ecosystem. Our expertise lies in the construction, construction supply and manufacturing industries, with a focus on Artificial Intelligence and process optimization. This lets us develop customized solutions for different industries. Our mission is to create space for innovation and to improve our customers' business success with modern technologies. We value a familiar working atmosphere and a down-to-earth, reliable and solution-oriented way of working. ![Baucore Team Event](/images/Okt-2023-Team-Event-15-scaled.webp) ## Our values ### We thrive on innovation and creativity We look for solutions that account for market and technology trends and exceed our customers' expectations, giving them an edge. Creativity, inventiveness and a love of technology drive us. ### Professionalism & competence Competence creates professionalism for us. We avoid comfort zones and keep developing. We believe investing in education is the key to a successful future for us, our employees and our customers. ### Transparent communication: our path to success Open communication in all directions is our maxim. Criticism, suggestions and the exchange of experiences make us better. ### Our culture of helpfulness At Baucore, we help each other. We succeed as a team when we enjoy working together and support each other instead of working side by side. ### Reliability through honesty We keep our promises. Honesty and trust underpin our reliability and our first-class results for customers. ## Our locations Germany•Portugal•Indonesia•USA ## What is Baucore? Baucore is a Salesforce-native CRM built exclusively for building materials manufacturers, distributors, and agencies. Unlike generic CRM platforms, Baucore structures sales around construction projects and tracks specification decisions, contractor influence, bid phases, and supply chain relationships from first contact through on-site execution. It is the only managed Salesforce package purpose-built for project-based building materials sales cycles. --- Title: Careers at Baucore | Join the Building Materials CRM Team URL: https://www.baucore.app/company/career Locale: en # Our work thrives on our shared values. At our company, everyone contributes in their own way, with the same passion for what drives us. We work well together because we share the same values, privately and professionally, with friends, colleagues and customers. Our team thrives on diversity and uniqueness. Creativity and unconventional ideas inspire our daily work. Join Baucore and contribute your ideas! ## About Us We create innovation through creative collaboration. ### Only a few benefits of working for us ¯\\\_(ツ)\_/¯ - Numerous training and certification opportunities as well as a transparent career plan - Team events and team trips - Flexible working from home - Modern office with a young start-up atmosphere - Mac/Apple fans 😁 - Bicycle leasing - And the list goes on … "Together we tackle the most difficult projects ... but still have fun doing it 😉" ![Team Event 1](/images/Okt-2023-Team-Event-16-scaled.webp) ![Team Event 2](/images/malikpahlmann-IBS-Technology-Event-10-1024x683.jpg) ![Team Event 3](/images/malikpahlmann-IBS-Technology-Event-83-1024x683.jpg) ![Team Event 4](/images/malikpahlmann-IBS-Technology-Event-94-1024x683.jpg) ![Team Event 5](/images/malikpahlmann-IBS-Technology-Event-96-1024x683.jpg) ![Team Event 6](/images/malikpahlmann-IBS-Technology-Event-138-1024x683.jpg) ## Become part of our team We are looking for people who want to build software for building materials sales. --- Title: Contact Baucore | Building Materials CRM Specialists URL: https://www.baucore.app/company/contact Locale: en # Get in touch with us Tell us what you need and we will get back to you as soon as possible, or call us directly. ## Ready to see Baucore on your own pipeline? Schedule a demo to see how Baucore gives your team full visibility and raises efficiency. ### Personalized Walkthrough See how Baucore fits into your specific workflows. ### Expert Consultation Discuss your challenges with our industry experts. First Name Last Name Email Address Company Message Your data will be processed by Baucore GmbH to send you relevant product information. You can unsubscribe at any time. [Privacy Policy](/privacy-policies) --- Title: Top 5 Salesforce Mistakes in Building Materials | Baucore URL: https://www.baucore.app/resources/top-5-salesforce-mistakes-building-materials Locale: en Common Implementation Pitfalls # Top 5 Mistakes When Implementing Salesforce for Building Materials After 16+ years of helping building materials manufacturers, distributors, and rep agencies digitalise their sales processes, we've seen the same mistakes derail CRM projects. Each one below comes with its fix. 01 ## Using a generic CRM instead of a construction-industry-specific solution Standard CRM platforms like Salesforce out-of-the-box are built around accounts and opportunities, with no model for projects and specifications. Building materials sales cycles revolve around construction projects, multiple influencers (architects, contractors, distributors), and long specification phases. Forcing generic CRM objects to model project-based sales leads to data gaps, poor adoption, and lost early-stage opportunities. **The fix:** Use a purpose-built solution like Baucore that adds construction project objects, specification tracking, and project-participant mapping natively inside Salesforce. 02 ## Ignoring specification management and basis-of-design tracking In building materials sales, influencing the specification, which means getting your product listed as the basis of design, is the most important sales activity. Most CRM implementations fail to capture this phase, leaving teams blind to whether their product is specified, at risk of substitution, or already displaced before bidding begins. **The fix:** Implement dedicated specification tracking with basis-of-design visibility, substitution risk indicators, and per-project specification outcome records. 03 ## Not mapping contractor and distributor relationships to projects Building materials sales involve complex multi-party relationships: architects specify, general contractors bid, sub-contractors install, and distributors fulfil orders. A Salesforce implementation that fails to connect all these participants to the same project record makes it impossible to track contractor loyalty, substitution risk, or distributor performance at the project level. **The fix:** Model every stakeholder (architect, GC, sub-contractor, distributor) as a project participant with a defined role, so you can track influence and performance across the full project lifecycle. 04 ## Treating project data as static instead of live and current Construction projects evolve over months and years: scope changes, timelines slip, participants change. A one-time data entry approach means your CRM goes stale. Sales teams need automated feeds from external project data providers (ibau, BarbourABI) and ERP systems to keep project records current without manual research effort. **The fix:** Integrate external project data feeds and ERP sync so project records update automatically, giving your team a live view without manual data maintenance. 05 ## Skipping sales team training on industry-specific workflows Even a well-configured Baucore or Salesforce instance fails without onboarding. Most building materials sales reps are not CRM power users. They need training that maps their day-to-day specification, bidding, and contractor management activities directly onto Salesforce workflows. Without enablement, adoption collapses within weeks of go-live. **The fix:** Invest in structured enablement programs that teach industry-specific workflows instead of generic Salesforce features, so your team builds lasting habits. ## Want the full guide as a PDF? Download the complete illustrated guide with checklists, real-world examples, and a step-by-step implementation framework. [Learn more about Baucore](/company/about-us) --- Title: Baucore Blog | Building Materials CRM Insights and Trends URL: https://www.baucore.app/blog Locale: en # The Baucore Blog Practical insights on specification tracking, project-based sales, and running Salesforce for building materials manufacturers, distributors, and rep agencies. [![Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox](/images/blog/introducing-baucore-for-agencies.webp) Product Announcement ## Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox Baucore for Agencies connects field activity, inbox intake, projects, quoting, orders, service and commissions on one project record for rep agencies. September 22, 2026 · 5 min read Read more ](/blog/introducing-baucore-for-agencies) [![When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility](/images/blog/requoting-under-tariff-volatility.webp) Sales Process ## When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility A revalidation request lands mid-bid and steel prices have moved. Rebuilding the quote from scratch invites errors. Line-level requoting changes that math. September 14, 2026 · 6 min read Read more ](/blog/requoting-under-tariff-volatility) [![From Email to Quote-Ready Without a Rep Touching Salesforce](/images/baucore-inbox-evidence-mockup-full.webp) Baucore Inbox ## From Email to Quote-Ready Without a Rep Touching Salesforce An RFQ thread with a buried spec, a renegotiated price, and six stakeholders. See how Baucore Inbox turns it into an evidence-backed quote automatically. September 4, 2026 · 7 min read Read more ](/blog/email-to-quote-ready-without-a-rep) [![Project Research in 2026: The Seven Questions Behind Every Won Spec](/images/blog/project-research-seven-questions.png) Project Intelligence ## Project Research in 2026: The Seven Questions Behind Every Won Spec A project record only helps if it answers seven questions, and most CRM records answer none. Continuous project research in 2026 starts with those seven. August 21, 2026 · 6 min read Read more ](/blog/project-research-seven-questions) [![How to Build a Project Watch Agent for Building Materials Sales: No Code, No API](/images/blog/project-watch-agent-building-materials-sales.webp) AI & Automation ## How to Build a Project Watch Agent for Building Materials Sales: No Code, No API Build a no-code Project Watch Agent with Claude or ChatGPT that scans permits, GC awards, and ownership changes on your active projects, with no API required. August 17, 2026 · 6 min read Read more ](/blog/project-watch-agent-building-materials-sales) [![The $30,000 EDI Question: Why Most GCs and Distributors Still Order by Email](/images/blog/the-30000-edi-question-en.png) Baucore Inbox ## The $30,000 EDI Question: Why Most GCs and Distributors Still Order by Email Legacy EDI can cost $30K–$100K to onboard one trading partner. Most GCs and distributors still order building materials by email, and the cost explains why. August 6, 2026 · 6 min read Read more ](/blog/the-30000-edi-question) [![Stalled at Design Development: Spotting a Project Before It Goes Dark](/images/blog/stalled-at-design-development.webp) Project Intelligence ## Stalled at Design Development: Spotting a Project Before It Goes Dark A project can stall in design development for months with no warning, until the spec is gone. A stoplight signal catches it in week three, not month nine. August 1, 2026 · 4 min read Read more ](/blog/stalled-at-design-development) [![Contractor and Distributor Relationships: The Hidden Complexity in Building Materials CRM](/images/blog/contractor-distributor-relationships-crm.webp) Industry Insights ## Contractor and Distributor Relationships: The Hidden Complexity in Building Materials CRM Architects specify, contractors bid, distributors fulfill. Most CRMs track none of these relationships at the project level, so teams see part of each project. June 20, 2026 · 2 min read Read more ](/blog/contractor-distributor-relationships-crm) [![From Lead to Won Bid: Mapping the Project Lifecycle in Salesforce](/images/blog/lead-to-won-bid-project-lifecycle.png) Sales Process ## From Lead to Won Bid: Mapping the Project Lifecycle in Salesforce Building materials projects move through phases no standard Salesforce pipeline models. Map lead intake through won-bid execution in Salesforce to fix that. June 3, 2026 · 2 min read Read more ](/blog/lead-to-won-bid-project-lifecycle) [![Why Specification Tracking Makes or Breaks Building Materials Sales](/images/blog/specification-tracking-basics.png) Specification Management ## Why Specification Tracking Makes or Breaks Building Materials Sales Specification is the highest-leverage moment in a building materials sales cycle, yet most CRMs never capture it. Tracking it starts at the project level. May 12, 2026 · 2 min read Read more ](/blog/specification-tracking-basics) --- Title: Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox | Baucore Blog URL: https://www.baucore.app/blog/introducing-baucore-for-agencies Locale: en Product Announcement # Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox Baucore Team·September 22, 2026·5 min read ![Baucore Launches Baucore for Agencies, Anchored by Baucore Inbox](/images/blog/introducing-baucore-for-agencies.webp) **SAN FRANCISCO, Sept. 22, 2026:** Baucore launched [Baucore for Agencies](/agencies), bringing field activity, inbox intake, quoting, orders, service and commissions onto one project record for commercial rep agencies. The launch is anchored by [Baucore Inbox](/agents/baucore-inbox), which turns incoming email into organized, validated work, alongside [Project Watch Agent](/agents/project-agent), which keeps a project's public and CRM signals current, and [Quote Agent](/agents/quote-agent), which speeds up editing a quote that is already in flight. Rep agencies run on projects, relationships and email. Baucore for Agencies carries a project across one sequence (spec, inquiry, quote, order, submittal, shipment, commission) on a single project record, so the team no longer rebuilds the context behind a job each time the work changes hands. > "A rep agency sits in the middle of a network of architects, engineers, contractors, distributors and manufacturers, and that context has always lived in email, spreadsheets and whatever the last person to touch the job happens to remember," said Donny Santoso, Founder & CEO of Baucore. "We built Baucore for Agencies around the project itself, not around a single quote or a single deal, so an agency stops rebuilding that context every time the work changes hands." ## Turning email into work At the center of the launch is [Baucore Inbox](/agents/baucore-inbox). Email carries most of an agency's day. Baucore Inbox reads the message, its attachments and the files shared by link inside it, then proposes what it found: the project the request belongs to, the participants involved and the scope it extracted, with the page and the screenshot behind every line. It matches the request against the projects, accounts and contacts an agency already has, or creates them; keeps a reply on its project and quote instead of forking a duplicate; reads the intent of each message and hands it to the workflow the team mapped to it; and stages a quote where every line cites the file and the page it came from. AI prepares. Humans validate. Baucore moves the work forward. Nothing runs until a person starts it. The agency defines the intents and builds the flows, both in Salesforce, without waiting on a release from Baucore. ## Project Watch Agent keeps the record current A rep agency can't watch every project it touches. [Project Watch Agent](/agents/project-agent) scans permit databases, news feeds, company registries and industry announcements for signals tied to an agency's active projects, matches what it finds back to the CRM record, and notifies the team of a permit approval, an ownership change, or a new architect or contractor on the job. Field updates and newly discovered participants apply automatically or with one confirmation, so the record shows what is happening on a project instead of what was true the last time someone opened it. ## Quote Agent for edits already in flight [Quote Agent](/agents/quote-agent) handles AI-assisted line-item edits on a quote that's already in flight, and surfaces every change for review before applying it. A person confirms each change. ## One project record, spec to commission [Baucore for Agencies](/agencies) follows one sequence (spec, inquiry, quote, order, submittal, shipment, commission) instead of a string of disconnected records. Baucore is building it toward a connection of field activity and specification intelligence, inbox intake and inquiries, the participants on a project, quotes and documents, submittals, orders and shipments, the service requests that come afterward, and the commercial result at the end. Different roles get the working view they need while sharing the same project identity and history, from the first spec conversation to the commission that closes it out. ## Built on Salesforce Baucore is built natively on Salesforce. It can extend the environment an agency already runs, or stand up as a complete Baucore environment on the same platform foundation, so an agency can start without moving its business onto an unfamiliar platform. Baucore brings more than fifteen years of project-based selling and Salesforce experience to the rep agency market. > "Most of an agency's day starts as an email nobody wants to re-type into a system," said Michael Arnold, VP Sales North America at Baucore. "Baucore Inbox reads the message and proposes the project, the participants and the scope behind it, so the team validates the work instead of rebuilding it from scratch." ## Availability Baucore for Agencies and Baucore Inbox are available starting October 1, 2026. Baucore is hosting a free three-part live series on how a modern agency runs on October 8, October 22 and November 5, 2026. The sessions cover what happens when work arrives in the inbox, what the buyer decided before the request came in, and what changes when one project carries the whole lifecycle. Registration is open at [www.baucore.app/events](/events). ## About Baucore Baucore is the native Salesforce platform for project-based building materials sales, connecting field activity, inbox intake, quoting, orders, service and commissions on one project record. Baucore became an independent company in 2024 and brings more than fifteen years of project-based selling and Salesforce experience to the market, with offices in San Francisco and Frankfurt. Learn more at [www.baucore.app](/). ## About IBS Technology IBS Technology GmbH is a Salesforce ISV/OEM partner headquartered in Frankfurt am Main, Germany, and the parent company of Baucore GmbH, Baucore Corp. and IBS Sucursal. Founded in 2010, IBS Technology builds B2B software for the building materials and construction industry, including Baucore, SalesExt and MyDocGen. Learn more at [www.ibs-technology.com](https://www.ibs-technology.com). ## Media Contact Michael Arnold VP Sales North America, Baucore [mike@baucore.app](mailto:mike@baucore.app) · +1-415-254-8437 ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility | Baucore Blog URL: https://www.baucore.app/blog/requoting-under-tariff-volatility Locale: en Sales Process # When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility Baucore Team·September 14, 2026·6 min read ![When Your Quote Expires Before the Bid Does: Requoting Under Tariff Volatility](/images/blog/requoting-under-tariff-volatility.webp) A rep sends a 400-line quote to a general contractor in March. Bid date is June. In May the GC comes back with a revalidation request, not an award. Steel moved. The mechanical package was rebid. Three of the positions now carry a substitution request from the installing contractor, who found something equivalent at a better delivered cost. The rep has a PDF, the spreadsheet the pricing was actually built in, and an email thread. Rebuilding the quote takes most of a day. When it goes back out, nobody on either side can say precisely what changed against the previous revision, or why. The GC compares two numbers built on two different sets of assumptions, and the distributor, who received the same revalidation request, answers first. The failure is a quoting process designed for stable material prices meeting a market that reprices every quarter. ## Quoting tools assume one buyer and one revision Standard CRM quoting was built for a transactional motion: one account, one price book, one quote, one decision. Building materials does not work that way. A single project can have four or five bidding contractors, each needing their own version of the same bill of quantities, plus distributor pricing layered underneath, plus an architect who specified you months before any of those numbers existed. That mismatch is survivable when prices hold. A quote issued in March is still roughly a quote in June, and a revision is an occasional event. What has changed is the frequency. Revalidation has become routine, and each round refreshes the numbers and reopens your specified position for renegotiation. Three things break under that load: **The quote is an artifact.** When pricing lives in a spreadsheet and the deliverable is a PDF, there is no structural way to change twelve positions out of four hundred. You rebuild, rebuilding invites errors, and errors in a bid market cost you in one direction only. **Margin shows at the total, not at the line.** Most teams under time pressure apply a blanket increase across the whole schedule, because that is the only move a flat document allows. That protects the average and destroys the specifics: positions that did not move get priced out of competitiveness, while the ones that moved stay underwater. **Revisions lose their lineage.** Six weeks later, nobody can answer what changed between revision two and revision three, who approved it, or which positions were flagged optional. That question arrives sooner or later, usually from the contractor comparing your number to a competitor's. ## What line-level quoting changes In Baucore, Inquiry-to-Quote runs off the Project record rather than the Account. An inquiry becomes a bill of quantities, and the bill of quantities becomes one or more project quotes, so the same project can carry a separate quote for each bidding contractor and each distributor, all linked back to a single project position rather than scattered across unrelated opportunities. BOQ positions are records, not spreadsheet rows. Each one carries its own quantity, unit, list unit price, unit cost, net unit price, margin, net total, and optional and approval flags. Margin is visible per position, which means a requote can be surgical: change the fourteen positions the mill price touched, leave the rest alone, and see what that does to the total and to the blended margin. Bid documents import as structured data, and updated schedules can be re-imported from recently uploaded files, so a revised bid package no longer means retyping four hundred lines. Where account or distributor terms differ, pricing logic can be invoked through the pricing interface so those terms apply across every revision instead of being reapplied by hand. Quote Agent sits on top of this as an assistive layer. A rep describes the change in plain language (apply the updated mill price to the galvanized positions, hold margin at eighteen percent, mark the two substituted positions optional), and the agent proposes the specific line changes. Nothing is written to the quote until the rep reviews and confirms. In a market where a wrong requote costs either the bid or the margin on it, an assistant that proposes and waits is worth more than one that acts and explains afterward. ## Why 2026 raises the stakes over 2023 Cost is no longer a background condition. Steel, aluminum and copper items now carry a 50% tariff, with derivatives at 25%, and aggregate construction cost escalation is estimated at roughly 8% under current policy conditions \[1\]. Across the industry, tariff-driven material increases are projected to add about $4.7 billion in cost in 2026, with steel up 18% and aluminum up 22% \[2\]. Nonresidential materials and services prices rose 3.3% year over year as of January 2026, with the sharpest movement in aluminum and steel products \[3\]. The behavior behind the index matters more to a sales organization than the index itself. When markets are unstable, trade partners protect themselves: they shorten bid-validity windows, enlarge material allowances, add exclusions, and push harder for substitution flexibility \[3\]. Owners who delay buying out key scopes end up comparing quotes built on different assumptions \[3\]. From the manufacturer's side, that means two things. First, the number of requotes per project is rising, and the window to answer each one is shrinking. Second, every requote is also a substitution defense, because a contractor asking for pricing flexibility is asking whether your product still has to be there. ## The cost of treating requoting as administration Requote speed is now a competitive variable. When a contractor sends a revalidation request to you and to a distributor on the same morning, the one who answers by end of day with a defensible, line-level number keeps the product in the schedule. The other answer arrives after the contractor has shaped a decision. Margin leakage costs more slowly and is harder to see, because it never appears as a lost bid. It appears as won projects that came in three points below target because a blanket increase was the only move available under deadline. Across a bidding season in a market escalating at 8%, that is more than a rounding difference. Quoting faster with the same tools solves neither. Make the quote a structured, revisable position on a project, so a rep can answer what changed, why, and at what margin in the time the contractor is willing to wait. ## References 1. [2026 U.S. Construction Costs — Q2 Update — Tax Credit Advisor](https://www.taxcreditadvisor.com/articles/2026-us-construction-cost-outlook-q2-update/) 2. [2026 Tariff Impact on Construction Materials: Steel Up 18% — Buildermuse](https://buildermuse.com/economy/2026-tariff-impact-on-construction-materials-/) 3. [US Tariffs and Healthcare Construction: Essential Insights — Vertix Builders](https://www.vertixbuilders.com/news/us-tariffs-and-healthcare-construction-essential-insights/46) ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: From Email to Quote-Ready Without a Rep Touching Salesforce | Baucore Blog URL: https://www.baucore.app/blog/email-to-quote-ready-without-a-rep Locale: en Baucore Inbox # From Email to Quote-Ready Without a Rep Touching Salesforce Baucore Team·September 4, 2026·7 min read ![From Email to Quote-Ready Without a Rep Touching Salesforce](/images/baucore-inbox-evidence-mockup-full.webp) An RFQ lands in the inbox with a 40-page spec PDF attached. A rep opens it, finds the project name and site address buried on page 3, and starts typing them into Salesforce by hand. Three replies later, the general contractor has renegotiated a price and an architect has added a spec change. Now two half-duplicate project records exist, because the second reply didn't look like the first email to whoever was creating records that week. When the disputed line-item price comes up in a call, nobody can point to which page of which attachment it actually came from. That scene repeats across building materials sales because an RFQ is a thread, not one email. Baucore Inbox now handles the whole thread, not just the first message, without a rep touching Salesforce. ## Why generic intake breaks on building materials deals Most CRM data entry, manual or AI-assisted, is built around a simple assumption: one inbound message, one record, one buyer. Building materials sales don't work that way. A single project pulls in a wholesaler, a general contractor, an architect, a specialist engineer, sometimes the owner directly, all copied on the same thread, all with a stake in the same bid. Standard opportunity management and AI extraction that treats every reply as a new lead both fail here. Anyone who has run a building materials sales desk knows the result: duplicate project records that fragment the deal history, a price that changed twice with no record of when or why, and a rep who reconstructs the state of the negotiation from memory before every call. Typing faster won't fix that. The problem is thread tracking, and it needs a system that follows the conversation the way a person would, including the attachments and the message body. ## How Baucore Inbox works Baucore Inbox takes email in through two channels, a dedicated inbox address or the Outlook add-in in a rep's mail client, and from there the rest happens without anyone opening Salesforce. It reads the email and its attachments together. Sender, participants, project name, site address, and intent are extracted from the message body and from the PDFs, spec sheets, and takeoff schedules attached to it, because in this industry the scope and quantities usually sit in the attachment. From there it matches against existing Account, Contact, Lead, and Project records, or creates new ones through the same flow a rep would use manually. A single forwarded email often carries a full distribution list, so Baucore Inbox goes beyond the sender: it can resolve six companies and contacts from one message, infer who is the project manager, architect, specialist engineer and owner, and attach all of them to the right project. That is the extraction half, and most vendors in this space claim some version of it. The difference shows on the second email, and the third. Baucore Inbox uses the Inquiry object (the entry point of the Inquiry-to-Quote flow, linking Account, Contact, Project, and Participant) to recognize when a new message belongs to a thread it's already seen. A reply updates the existing project and the existing quote intake instead of creating a new record. If a later message changes a value, such as a renegotiated unit price, a revised quantity, or an added line item, Inbox overwrites the outdated value, the way a rep reading the thread would use the latest number. It doesn't queue the obvious for approval. Data changing without a human clicking "approve" makes people nervous the first time they hear it, and that is why the evidence layer matters. Every extracted line item in the Quote Intake carries its source: which file, which page, and a captured screenshot of that page. When two attachments cover the same scope, Inbox cross-references them and says so in plain language: which document confirmed which value, and what it could not find. A later reply that overwrites an earlier one loses nothing: a "Historical data" selector at the top of the Quote Intake lets a rep step back through every prior extraction, each one still linked to its own evidence. When something changes, the intake shows a plain-English summary of what happened, for example "Quantity update: SB revised to 13 EA; added SF for canopy lighting," backed by a structured breakdown of what was updated, what was added, what was removed, and what carried forward unchanged, each line pointing back to the document that drove it. The Quote Intake is an editable, versioned staging area, not a black box. A rep adjusts a line manually or refreshes it from an updated screenshot, reviews the evidence behind any value in question, and then hits "Create Quote," the one human-driven step in the flow. Everything before that point runs on its own. Automation drafts the quote, and a person decides when it is ready. ## Why this matters now Salesforce's own 2026 State of Sales Report, a survey of 4,050 sales professionals, found that reps spend only 40% of their time selling; the other 60% goes to everything else the job requires, including the manual admin work of keeping records current \[1\]. That figure covers quota-carrying reps. In building materials, the person keying an RFQ into Salesforce is often someone else: whoever works the inbox that week, such as a quoting specialist, an ops admin, or a customer service rep fielding the first call. The report didn't break out their time. The arithmetic holds for them anyway: every minute spent retyping a spec sheet into a project record, or hunting through a thread to find which reply changed the price, is a minute not spent moving the next bid forward. Manual entry here covers a project record, participant records across several companies, and a full line-item quote, repeated for every RFQ and again for every reply that changes it. A survey percentage undersells the daily cost to the person doing it, which the next section covers. ## The cost of not fixing it Manufacturers tell us most directly about the cost that never makes it into a spreadsheet: what this work does to the people doing it. We hear about quoters who go home dreading the next morning, because the job has become re-typing information they already read once, cross-checking it against a spec sheet by hand, and doing it again when a reply changes a number, all day. That is a retention problem. You lose an experienced quoting specialist who knows the product line and the account history, then spend months bringing a replacement up to the same level of judgment. Keeping the people who know the business matters more than adding headcount, and that gets harder when the job itself drives them out. Slower response time is the most direct cost on top of that: a competitor who sends a clean, quoted response first has an edge independent of price. Quieter costs add up too: a mis-keyed quantity or unit price that surfaces after the fact, duplicate project records that scatter the deal history across two or three places nobody checks together, and a renegotiated price with no paper trail when a customer disputes what was agreed. Tracking a multi-party, multi-round RFQ by memory and spreadsheet produces all of these. ## See it on your own inbox Baucore Inbox is built for building materials RFQs that arrive as threads, with attachments that carry the scope and stakeholders who join mid-conversation. If that describes your inbox, see how it handles yours. ## References 1. [State of Sales Report, 7th Edition — Salesforce](https://www.salesforce.com/news/stories/state-of-sales-report-announcement-2026/). Based on a survey of 4,050 sales professionals conducted August–September 2025. ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: Project Research in 2026: The Seven Questions Behind Every Won Spec | Baucore Blog URL: https://www.baucore.app/blog/project-research-seven-questions Locale: en Project Intelligence # Project Research in 2026: The Seven Questions Behind Every Won Spec Baucore Team·August 21, 2026·6 min read ![Project Research in 2026: The Seven Questions Behind Every Won Spec](/images/blog/project-research-seven-questions.png) A rep hears a project name in a meeting. A 240-bed hospital expansion, two counties over, mentioned in passing by a distributor. It goes into a notebook. Maybe, that evening, it goes into the CRM as a name, a city, and a date. Three months later the project comes back as an RFQ from a mechanical contractor nobody has quoted, and the answer to "what do we know about this one?" is the name, the city, and a date that is now wrong. Project research in building materials takes hours that few reps have. ## What research has to answer A usable project record answers seven questions, and a name in a CRM answers none of them: 1. Is this project real? Announced, funded, permitted, and about to break ground are four very different things, and only one of them justifies a site visit. 2. Where is it in its lifecycle? Schematic design, design development, bid, buyout, construction. The window to influence the spec closes long before the window to sell the material. 3. Who owns it? Developer, institutional owner, public agency: each buys differently and tolerates value engineering differently. 4. Who is writing the spec? The architect of record, the MEP or facade consultant, the specifier who will decide whether your product name or a performance description ends up in Division 08. 5. Who is bidding it? The GC shortlist, and behind it the subs who will actually price your material and propose the substitution. 6. What is our position? Basis-of-design, listed as an approved equal, or nowhere, and whether that changed last month without anyone telling you. 7. When is the buying window? The gap between "the spec is locked" and "the submittal is approved" is where specs are lost. Multiply seven questions by an active portfolio of 80 to 150 projects per rep, and you see why most CRM project records in this industry are half-empty. ## Why the manual research pass fails The manual pass is correct but unrepeatable. A thorough rep will check the county permit portal, search the local business journal, look up the architect's project page, pull the owner's board minutes if it is a public project, and check LinkedIn to see whether the project manager they knew is still at the same firm. Done well, that is thirty to sixty minutes per project. Three things then go wrong: **It happens once.** The research pass is done at intake, when the project is least knowable, and never repeated. Permits get issued, ownership changes hands, the GC gets awarded, the specifier moves firms, and none of it reaches the record. **It never leaves the rep's head.** The rep's findings stay in a notebook, an email thread, or a memory. The CRM shows a name and a stage that was accurate one quarter ago, so pipeline reviews run on rep perception instead of project facts. **It is the first thing cut.** When quoting volume spikes, reps skip research, just as the project count rises and the need peaks. ## Why this year raises the stakes Two trends are converging in the US market. Projects spend longer in preconstruction while owners revisit budgets, and bid lists have grown longer even as backlogs stay solid \[1\]. Longer preconstruction means more time for your spec position to erode without a single visible event. Longer bid lists mean more parties touching the project, each of whom can introduce a substitution. No capacity is coming to absorb the extra research. The industry needs an estimated 349,000 net new workers in 2026 just to hold labor supply and demand in balance, rising to 456,000 in 2027, with retirement driving most of that demand \[2\]. Few companies are staffing up a project research desk. Automate the research or skip it. The pipeline of projects worth researching is not shrinking. Data center construction alone had over $400 billion in future projects published in 2025, with late-stage preconstruction work carrying billions in planned starts into 2026 \[3\]. ## What the Project Agent does with those seven questions Baucore's Project Agent runs the research pass continuously instead of once. It monitors public sources against your active projects (permit databases, news feeds, company registries, professional directories, industry announcements) and matches what it finds to the right project record instead of dumping it into a feed. A permit approval on a project you flagged eight months ago surfaces as a notification on that project, to the rep who owns it. Where the finding maps to a field, it updates the field: stage, timeline, product specification, contact details. You configure this: fully autonomous, or a single confirmation before it writes. Where the finding is a person or a company you did not have (the architect of record, a newly awarded GC, a consultant added to the design team), the agent presents it as a discovered participant, with the role, that you add with one tap, so your Beteiligte structure grows as the project team grows. Underneath, it watches the things that predict a lost spec: specification status, stakeholder engagement, competitive risk, timeline alignment, stage progression. Each morning it delivers a prioritized action list per rep instead of a research task list, built from internal CRM signals and external intelligence together. The seven questions stay answered instead of going stale. ## What it costs to leave the questions unanswered Revenue leaks out of the pipeline when information never reaches the CRM, not when reps sell badly. The spec position that was quietly swapped in a design revision. The project that stalled for five months while it sat in the forecast at 60%. The submittal that went out with a competitor's product because nobody knew the mechanical sub had been awarded. The architect who moved firms and took three future projects along, to a competitor who found out. None of these appear as a lost deal. They appear as a forecast that never converts and a pipeline review where nobody can explain why. ## See what it finds on one of your projects Judge a research pass by running it on a project you know well. Enter a project name and a location on the Project Agent page and watch the agent run a live research pass, the same one it runs continuously against every project in your CRM. [Try the Project Agent live →](/agents/project-agent) ## References 1. [Reading the Construction Market in the First Half of 2026: Part 1 — Walls & Ceilings](https://www.wconline.com/articles/98544-reading-the-construction-market-in-the-first-half-of-2026-part-1) 2. [Construction's new worker demand drops to 350,000 in 2026 — Construction Dive](https://www.constructiondive.com/news/labor-demand-gap-shrinks-abc-construction-staff/810681/) 3. [The State of the Construction Economy: What to Expect in 2026 — ConstructConnect](https://www.constructconnect.com/blog/the-state-of-the-construction-economy-what-to-expect-in-2026) ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: The $30,000 EDI Question: Why Most GCs and Distributors Still Order by Email | Baucore Blog URL: https://www.baucore.app/blog/the-30000-edi-question Locale: en Baucore Inbox # The $30,000 EDI Question: Why Most GCs and Distributors Still Order by Email Baucore Team·August 6, 2026·6 min read ![The $30,000 EDI Question: Why Most GCs and Distributors Still Order by Email](/images/blog/the-30000-edi-question-en.png) It's 4:47 on a Friday when the PO shows up. A project manager at a general contractor forwards a PDF, quantities and item numbers laid out in a table that doesn't match anything the ERP expects. Someone on the order desk opens it, reads it line by line, and retypes it by hand so the order can be confirmed before the weekend. Multiply that by every GC, subcontractor, and regional distributor a manufacturer sells through, and the order desk transcribes orders, one inbox at a time, instead of processing them. On paper, the fix is EDI. Electronic data interchange has been the backbone of B2B order processing for decades: a connected trading partner exchanges purchase orders, invoices, and shipping notices as structured data, with no human retyping anything. For building materials manufacturers, EDI works, but almost none of their trading partners are set up to use it. ## EDI compliance is a big-box mandate, not an industry norm EDI adoption in construction supply did not spread from the bottom up. A handful of major retailers pushed it down from the top. Home Depot and Lowe's require EDI compliance from the suppliers who sell through their channels, and that requirement is leverage: get on EDI or lose the shelf space. That dynamic touches only the narrow slice of a manufacturer's business that runs through big-box retail. The rest of the trading partner base sits outside that mandate: the GC bidding a single job, the regional distributor carrying a dozen manufacturer lines, the architect's office forwarding a spec change, the subcontractor confirming a substitution. These relationships make up most of a building materials sales cycle, and they keep transacting by email. ## Why "get everyone on EDI" doesn't work here Legacy EDI is priced for the relationship Home Depot has with its suppliers: high volume, long duration, and worth the investment to eliminate friction for good. Setting up a single new trading partner connection on a legacy EDI system commonly costs $1,000 to $5,000 in onboarding fees alone, and a first-year implementation across a handful of partners often lands between $30,000 and $100,000 once software, mapping, and per-transaction charges add up \[1\]. That math works when the partner relationship is stable and the volume is predictable. It falls apart when the "partner" is a GC who orders from you once for one job, or a distributor who adds and drops manufacturer lines project by project. Building materials trading relationships shift constantly: a basis-of-design swap during value engineering, a new subcontractor added mid-project, a distributor splitting volume between two manufacturers on the same bid. That churn does not justify five figures to wire a fixed data pipe to a single partner. For most of a manufacturer's or distributor's order volume, EDI was not going to be the answer. Email is the protocol partners already use; the gap is what happens to it once it lands. ## What Baucore Inbox does with the email you already get Baucore Inbox doesn't ask a GC or distributor to change anything about how they send a PO or RFQ, or an architect's office to change how it sends a spec update. Every incoming email, sent to a dedicated Baucore-generated address, or captured directly through the Outlook add-in, Baucore Inbox reads it automatically. Extraction runs against the sender, the participants named in the body or signature, the project it relates to, and the intent of the message itself: is this an order, a quote request, a spec change, a new contact introducing themselves. That extracted data is then matched against existing Salesforce records (the right project, account and contact) or used to create new ones when nothing matches yet. Intent-based flow mapping takes it from there, routing an order differently than a spec inquiry differently than a new-lead email, without a rep having to sort the inbox by hand. An activity dashboard shows the extraction status for every message that comes through, and any email the AI couldn't confidently parse gets flagged for a quick manual check rather than silently dropped. Baucore Inbox is not a smarter EDI connector. It takes the email itself, in whatever format it arrives, as the input, with no trading partner integration required. The cost comparison favors the manufacturer here. The $30,000-to-$100,000 legacy EDI figure above is the cost of formalizing a data pipe with one partner at a time \[1\]. Baucore Inbox treats every partner's email the same way and structures whatever arrives with no per-partner setup cost. That matters in a channel where most trading partners never generate enough volume to justify a dedicated EDI connection. ## The data-quality cost of leaving it manual Manual re-keying costs more than EDI fees would. Poor data quality and miscommunication account for 52% of rework across construction projects, and bad data is estimated to cost the global construction industry $1.85 trillion annually \[2\]. A PO retyped by hand from a PDF invites that kind of error: a transposed quantity, a missed line item, a unit price copied from the wrong column. Each of those mistakes also leaves a project that, once logged, never links back to the account history that would show a sales rep why this customer specified the manufacturer's product. Baucore's project-intelligence tools surface that history once the data is in the system. ## What it costs to keep waiting Treating "email versus EDI" as a partner-by-partner integration problem keeps the order desk as the bottleneck, because the partners worth wiring up on EDI never created the backlog. Every order that sits in an inbox until someone keys it is a delay the GC notices, a line item that someone might miscount, and a project relationship that never reaches the CRM, where it could inform the next recommendation, follow-up, or quote. Manufacturers and distributors who wait for their trading partners to "get on EDI" are waiting for a shift that most of their partner base will not make. The problem is what happens to the email after it arrives. ## References 1. [Affordable EDI for Small Businesses: Real Costs & Pricing 2026 — Orderful](https://www.orderful.com/blog/affordable-edi-solutions-for-small-businesses) 2. [85 Construction Material Management Statistics for 2026 — Remarcable](https://www.remarcable.com/blog/construction-material-management-statistics) 3. [How EDI is Used in the Lumber, Construction and Building Supplies Industry — Commport](https://www.commport.com/edi-for-lumber-and-building-supplies-industry/) ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: Why Specification Tracking Makes or Breaks Building Materials Sales | Baucore Blog URL: https://www.baucore.app/blog/specification-tracking-basics Locale: en Specification Management # Why Specification Tracking Makes or Breaks Building Materials Sales Baucore Team·May 12, 2026·2 min read ![Why Specification Tracking Makes or Breaks Building Materials Sales](/images/blog/specification-tracking-basics.png) Ask a building materials sales rep what decides a project, and most won't say "the bid." They'll say "the spec." By the time a project reaches the bidding phase, the work of getting a product listed as the basis of design has usually happened, or been lost. ## Specification is a phase, not an event Generic CRMs model sales as a funnel: lead, opportunity, quote, close. That works for transactional sales, but building materials projects run on a different clock. A single project can spend months or years moving through design development, value engineering, and substitution review before a single quote is ever requested. If your CRM only starts paying attention once an RFQ lands in the inbox, you join the story after the plot is decided. ## What "specified" means Being specified is a state that can change without anyone telling you, not a status field you set once: - A distributor swaps in a competitor's SKU during value engineering - An architect updates the basis-of-design language after a client request - A general contractor proposes a substitution to hit a tighter budget Without a system that tracks specification status per project, per participant, and per revision, these changes stay invisible until a lost bid explains them. ## What good specification tracking looks like A specification tracking system worth using should let a rep answer three questions about any active project in seconds: 1. Are we currently specified, at risk, or already displaced? 2. Who changed that status, and when? 3. What's the substitution risk on this project relative to similar ones we've won or lost? Specification status needs to be a first-class, timestamped record tied to the project, not a comment in an opportunity or tribal knowledge held by one account manager who might leave. ## The payoff Teams that track specification status catch substitution risk while there is time to act, with a call to the architect, a revised submittal, or a distributor conversation, instead of finding out during the bid tabulation. That separates a proactive sales motion from a reactive one. ## Frequently Asked Questions ### What does it mean for a product to be "specified" in building materials sales? Being specified means project documents name your product as the basis of design, the default product a contractor bids unless a substitution is approved. It is the highest-leverage position in a project sales cycle. ### Why do generic CRMs struggle with specification tracking? Generic CRMs model sales as accounts and opportunities, not projects with a long-running specification phase. Without a project-level record that tracks specification status over time, substitution risk and specification changes go unnoticed until a bid is lost. ### How often should specification status be reviewed on an active project? Specification status should be reviewed whenever a project reaches a new phase such as design development, value engineering, or permitting, since each phase is a common point where substitutions get introduced. ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: From Lead to Won Bid: Mapping the Project Lifecycle in Salesforce | Baucore Blog URL: https://www.baucore.app/blog/lead-to-won-bid-project-lifecycle Locale: en Sales Process # From Lead to Won Bid: Mapping the Project Lifecycle in Salesforce Priya Nair·June 3, 2026·2 min read ![From Lead to Won Bid: Mapping the Project Lifecycle in Salesforce](/images/blog/lead-to-won-bid-project-lifecycle.png) A standard Salesforce opportunity pipeline has stages like Prospecting, Qualification, Proposal, and Closed Won. That works fine for a sale with one buyer and one decision point. A building materials project has neither. It has a lifecycle with distinct phases, each with its own participants and its own way of ending badly if nobody watches. ## The four phases that matter **1\. Lead intake and qualification.** Projects surface from external data providers, ibau/BarbourABI-style feeds, referrals, or inbound inquiries, often before there's a defined scope or budget. The job is to deduplicate against projects you may already track and decide whether the project deserves a rep's time, not to close anything. **2\. Specification and development.** Basis-of-design decisions get made here, long before anyone requests a bid. (We cover this phase in detail in [our piece on specification tracking](/blog/specification-tracking-basics).) **3\. Quoting and execution.** Once an RFQ arrives, the clock compresses: multiple bidders, multiple distributors, tight turnaround windows. A rep needs instant visibility into whether the project is specified in your favor, and who else is quoting. **4\. Project execution support.** Winning the bid does not end the work. Order fulfillment, delivery scheduling, and on-site issues still route through the same project record and shape whether that customer specifies you next time. ## Why forcing this into a generic pipeline fails If all four phases live inside one opportunity object, you lose the ability to see where a project actually is. A project stuck in specification for eight months looks identical, in a standard pipeline, to one that's three days from a bid deadline. Reps end up relying on memory and spreadsheets to track what stage of the _project_, not the opportunity, they are in. ## Mapping it correctly Give the project itself a lifecycle independent of any single deal instead of adding custom fields to Opportunity: one project record that persists from first lead signal through post-award execution, with opportunities, quotes, and participants all hanging off it rather than the reverse. Only that structure lets a sales leader ask "which projects are stuck, and where" and get an answer. ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: Contractor and Distributor Relationships: The Hidden Complexity in Building Materials CRM | Baucore Blog URL: https://www.baucore.app/blog/contractor-distributor-relationships-crm Locale: en Industry Insights # Contractor and Distributor Relationships: The Hidden Complexity in Building Materials CRM Baucore Team·June 20, 2026·2 min read ![Contractor and Distributor Relationships: The Hidden Complexity in Building Materials CRM](/images/blog/contractor-distributor-relationships-crm.webp) A single building materials project can involve an architect, a general contractor, several subcontractors, and two or three distributors, each playing a different role, at a different point in the timeline, with different incentives. Most CRMs model all of them one way, as a generic "Contact" linked to an "Account." That is a filing cabinet, not a data model. ## Four roles, four different questions Each participant type matters to your sales strategy for a different reason: - **Architects** decide the basis of design. The question: are we specified, and are we at risk of substitution? - **General contractors** decide who gets the order. The question: do they trust our product, and have we made their bid process easy? - **Subcontractors** install the product. The question: are there installation issues that could affect the relationship or create warranty risk? - **Distributors** fulfill and often influence substitutions at the point of sale. The question: are they loyal to our product, or steering volume to a competitor? A flat contact list answers none of these questions. It gives you an email address. ## Why project-level mapping changes the picture When every participant is linked to the specific project they're involved in, not just to your company in the abstract, you see patterns that otherwise stay hidden: - A distributor who wins your product on some projects and a competitor's on others, revealing where loyalty is soft - A general contractor who consistently sources from a specific distributor, suggesting where to focus relationship-building - A subcontractor whose projects have a higher-than-average substitution rate, worth investigating before it becomes a pattern A generic contact database disconnected from project context shows none of this. ## The practical takeaway Modeling participants as project-linked roles, not people in an address book, shows where your influence is strong, where it's weak, and where a competitor is winning. ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: Stalled at Design Development: Spotting a Project Before It Goes Dark | Baucore Blog URL: https://www.baucore.app/blog/stalled-at-design-development Locale: en Project Intelligence # Stalled at Design Development: Spotting a Project Before It Goes Dark Baucore Team·August 1, 2026·4 min read ![Stalled at Design Development: Spotting a Project Before It Goes Dark](/images/blog/stalled-at-design-development.webp) Every building product manufacturer has a version of this project in their pipeline: architect engaged, basis-of-design conversation started, sample requests fulfilled, and then nothing. No RFI, no follow-up call, no movement into permitting. The opportunity still sits in the CRM as "open," but it has gone dark, and no one on the sales team can say when. Design development is where this failure is most common and most expensive. It is the longest and least structured phase of a construction project's lifecycle, long enough that a stall hides for months and early enough that losing the position costs a manufacturer the spec before anyone issues an RFQ. ## Why Design Development Hides Stalled Projects Standard CRM pipelines are built around deal stages that assume steady forward motion: Prospecting, Qualification, Proposal, Closed. Construction projects don't move that way. A project can sit in design development for six, nine, twelve months for legitimate reasons, such as budget review, ownership change, or permitting delays, that look identical, from the CRM's perspective, to a project the architect has quietly moved on from. Without a project-specific signal for time-in-stage, both cases show up the same: an open opportunity with an old "last activity" date. Reps managing dozens of projects across multiple GCs, architects, and distributors don't have the bandwidth to manually re-check every stalled record for public news, permit filings, ownership changes, competitor sightings, that would tell them which is which. ## Rule-Based Signals You Can Inspect Baucore's Project Health Signals apply a stoplight status (Green, Yellow, Red) to every active project, built on transparent, configurable rules instead of an opaque score. A project sitting past its normal time-in-stage, missing an expected milestone, or showing no recorded activity gets flagged Yellow or Red automatically, with the triggering rule always visible. A rep or sales manager sees why a project is flagged, not just that it is. Layered on top, Project Agent continuously scans public sources (permit databases, news feeds, company registries) for signals tied to each active project, and surfaces them as they appear: a permit filing that signals movement again, an ownership change that puts the spec at risk, a new stakeholder who's replaced the original point of contact. Combined with the stoplight status, this turns "the project's gone quiet" from a guess into a specific finding you can act on. ## From Signal to Action A flagged project helps only if it leads somewhere. Recommended Next Actions takes the same underlying data (status, time-in-stage, missing milestones) and turns it into a next step inside the workflow: follow up with the architect, confirm the current basis-of-design language, re-engage the distributor. The rep reviews and accepts the recommendation rather than hunting for what to do next across a dozen open records. For a manufacturer selling into a market projected to need 499,000 new construction workers in 2026, up from 439,000 in 2025 \[1\], and with reps stretched across more territory, this adds capacity without a new hire. A rep catches the stall in week three instead of month nine, before the design-development project dies. ## The Cost of Finding Out Too Late By the time a stalled design-development project resurfaces, if it resurfaces at all, the basis-of-design conversation may have moved to a competitor's product. Substitution risk peaks in the gaps a standard CRM can't see: value engineering passes, architect staffing changes, distributor steering. The margin for error has shrunk in 2026. Industry outlooks describe the current market as the slowest in years, with affordability pressure suppressing demand, buyers more cautious, and profit margins tighter across the board \[2\]\[3\]. In a market like that, a lost spec costs a manufacturer a deal and margin it can't easily recover elsewhere in the pipeline. Catching a stall early is often the only chance to intervene before the spec is lost. ## References 1. [60+ Construction Statistics and Trends in 2026 — Buildertrend](https://buildertrend.com/blog/2026-construction-statistics-and-trends/) 2. [5 construction trends to watch in 2026 — Construction Dive](https://www.constructiondive.com/news/5-construction-trends-2026/808904/) 3. [Global construction trends in 2026: The industry's new phase — Kaizen](https://kaizen.com/insights/global-construction-trends-2026/) ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: How to Build a Project Watch Agent for Building Materials Sales: No Code, No API | Baucore Blog URL: https://www.baucore.app/blog/project-watch-agent-building-materials-sales Locale: en AI & Automation # How to Build a Project Watch Agent for Building Materials Sales: No Code, No API Baucore Team·August 17, 2026·6 min read ![How to Build a Project Watch Agent for Building Materials Sales: No Code, No API](/images/blog/project-watch-agent-building-materials-sales.webp) AI adoption among commercial contractors nearly doubled in a single year, from 17% to 38% of contractors reporting measurable business impact, based on a survey of over 1,000 industry leaders \[1\]. Small, specific tools that reps built themselves in an afternoon with Claude or ChatGPT, and no API key, drive much of that impact. Build this one this week: a Project Watch Agent that checks your active projects once a week for public signals (permits issued, GC awards, ownership changes, groundbreaking announcements) and hands you a short digest with a source link and a suggested action for each one. You need no developer and no integration project. The steps follow. ## Step 1: Decide what the output looks like before you build anything Write the output by hand first, as if you were the agent. This step decides whether the finished agent is useful or noisy. The target is one table plus two short lists: Project Status What changed Source Suggested action Riverbend Medical Office CHANGED Permit issued Aug 11 to Kearns Construction; GC was unknown in our record \[link\] Call Kearns' PM before bid packages go out Northgate Logistics Park no change — — — Then: **New stakeholders detected** (name, company, role, project, source) and **Needs a human** (anything the agent couldn't verify). Two rules build trust: every "CHANGED" row needs a working source link, and "no change" must be stated explicitly for every project checked, otherwise you can't tell "nothing happened" from "it didn't look." ## Step 2: Build the watchlist One row per active project, 25–40 to start. Columns: project name, address, owner, general contractor, architect, current phase, your spec position (basis of design / alternate / at risk / displaced / unknown), and last known status date. That last column matters. A permit filing means something different on a project where you're basis-of-design than on one where you were already displaced in value engineering. ## Step 3: Name your sources Tell the agent where to look instead of telling it to "search the web." Many US cities publish permits through Socrata open-data portals that refresh daily and need no API key; search `[city] open data building permits` to find yours. Add the owner's and GC's press pages, local business journals for the metro, and the architect's project pages. Put this source list in the agent's standing instructions, not in each week's prompt. Not every city portal is current, and some run a year or more behind. Have the agent report each dataset's last-updated date so a stale source never gets mistaken for "quiet week." ## Step 4: Paste in the prompt Drop this into a Claude Project or a ChatGPT Project's instructions: ROLE You are a project watch agent for a building products manufacturer. Each run, check a fixed list of active construction projects for new public information and report only what changed. FOR EACH PROJECT, CHECK 1. The city or county permit portal for the project address. Report new or updated permits since the last known status date. State the dataset's last-updated date. 2. The owner's and GC's news or press pages for announcements naming this project. 3. Local business press for the metro. 4. The architect's project pages for this project. RULES - Every CHANGED row requires a working source URL and a publication date. - Report "no change" explicitly for every project checked. - Do not merge similar-looking addresses yourself; flag them under "Needs a human" instead. - Never draft or send customer-facing communication. OUTPUT A table (Project | Status | What changed | Source | Suggested action, CHANGED rows first), a "New stakeholders detected" list, a "Needs a human" list, and one closing line: projects checked, changed, sources unreachable. ## Step 5: Test on five projects by hand Run it manually on five projects you already know well, before scheduling anything. Click every source link. A plausible-sounding permit with a dead link destroys trust in the whole agent. Only move to your full watchlist once five projects come back clean. ## Step 6: Put it on a schedule Both platforms run this unattended on a paid plan, with one difference. Claude's scheduled tasks run in Cowork with access to your files, so the agent can read last week's status and report a real diff instead of a fresh snapshot every time. ChatGPT's Scheduled Tasks can't use file uploads inside a task, so the watchlist has to live as pasted text in the prompt, workable at 25 projects, harder to maintain past 100. ## Step 7: Refine monthly, not weekly Once a month, look back at the last four digests. What got reported that wasn't worth reporting? What did a rep catch some other way that the agent should have found? Edit the standing instructions, not the individual runs. The instructions are the asset, and each run is disposable. ## What comes after the agent works Once the agent runs, decide where the findings go. A digest in a chat thread is a fine start, but on its own it doesn't resolve "1200 Market St" and "1200 Market Street, Suite 400" into the same project, doesn't turn a discovered architect into a linked participant, and doesn't let you compare this project's substitution risk against the last twelve that looked like it. The agent isn't the limitation. A finding with no permanent place to land is. Baucore focuses on that part alongside the agents: it runs the checks and consolidates what they find into one project record the whole team can trust, so a permit finding becomes a dated field update instead of a message that scrolls away, and the team stops getting three different answers to "are we still specified on this project." ## Want this running on your live pipeline already? Baucore's Project Watch Agent does the same monitoring natively, matched to your project records and running continuously, with no weekly prompt to babysit. [Try the Project Watch Agent live →](/agents/project-agent) ## References 1. [Contractor AI Adoption Surges in 2026, Report Finds — Roofing Contractor](https://www.roofingcontractor.com/articles/102046-contractor-ai-adoption-surges-in-2026-report-finds) 2. [Schedule recurring tasks in Claude Cowork — Claude Help Center](https://support.claude.com/en/articles/13854387-schedule-recurring-tasks-in-claude-cowork) 3. [ChatGPT Scheduled Tasks in 2026: How They Work and Their Limits — Carly](https://www.usecarly.com/blog/chatgpt-scheduled-tasks/) ## Want to see this in your own pipeline? Talk to our team about how Baucore maps your projects, specifications, and participants inside Salesforce. [Back to all posts](/blog) --- Title: Events & Webinars | Baucore Building Materials CRM URL: https://www.baucore.app/events Locale: en # Events & Webinars Live webinars, in-person sessions, and on-demand recordings on running a project-driven sales process with Baucore. ## Upcoming [ ![Where Projects Are Won](/images/events/where-projects-are-won.webp) Webinar US ## Where Projects Are Won Turn field conversations into project intelligence. Follow one lighting agency field visit covering three projects, captured in a single voice report with SalesExt. Oct 22, 2026 · 6:00 PM UTC ](/events/where-projects-are-won) [ ![One Project, From First Conversation to Final Commission](/images/events/one-project-first-conversation-to-final-commission.webp) Webinar US ## One Project, From First Conversation to Final Commission What changes when sales, inbox, quoting, orders, customer service and commissions run around one project, from first conversation to final commission. Nov 5, 2026 · 7:00 PM UTC ](/events/one-project-first-conversation-to-final-commission) ## Past events [ ![Your Inbox Is Running Your Agency](/images/events/your-inbox-is-running-your-agency.webp) Webinar US ## Your Inbox Is Running Your Agency How lighting agencies turn incoming emails and attachments into organized, quote-ready and customer-service work without adding administrative headcount at the same rate. Oct 8, 2026 · 6:00 PM UTC · Past ](/events/your-inbox-is-running-your-agency) --- Title: Your Inbox Is Running Your Agency | Baucore Events URL: https://www.baucore.app/events/your-inbox-is-running-your-agency Locale: en WebinarUSPast # Your Inbox Is Running Your Agency Oct 8, 2026 · 6:00 PM UTC ![Your Inbox Is Running Your Agency](/images/events/your-inbox-is-running-your-agency.webp) Agencies run thousands of quote and service emails through shared inboxes, and none of it becomes structured work until someone re-types it. We follow a real quotations inbox: a pricing request arrives with the scope buried in an attachment, a second distributor asks about the same project in different words, a revision lands mid-quote, and a delivery question arrives that is not a quote request at all. You see what each one should become, what the evidence behind each extracted line looks like, and where a person stays in the loop. For quoting, operations, customer service and agency leadership. ## Agenda 1. 1Email volume is the symptom, not the cause 2. 2BOM extraction and RFQ intake are different jobs 3. 3Live: one inbox, five different intents 4. 4Live: two distributors, one project 5. 5What a quote-ready handoff should contain ## Speakers ![Michael Arnold, VP Sales North America](/images/team/mike.jpeg) Michael Arnold VP Sales North America [](https://www.linkedin.com/in/michaelsarnold/) ## What the recording covers Chapters of the webinar recording. Watching the video requires a free access link. 1. ### 0:00Intro Series title card: Modern Lighting Agency Series, webinar 1 of 3, with host Mike Arnold. 2. ### 0:06Welcome and agenda Mike Arnold welcomes everyone, introduces the three-part series and explains that today is about quote intake triage. 3. ### 1:55Who Baucore is 17 years in building materials, built on Salesforce as both ERP and CRM, and who the platform serves from spec to commission. 4. ### 5:10The problem: a messy inbox The steps behind handling every quote email, and what a typical agency morning in the shared inbox looks like. 5. ### 6:59Demo: dashboards by role The manufacturer overview, the triage queue and the quote manager dashboard, each tailored to the person using it. 6. ### 8:29Demo: how emails become projects How a shared inbox feeds Baucore Inbox, how AI matches five different emails to one project, what the status colors mean, and sorting by bid date. 7. ### 10:56Demo: validating an inquiry Contacts, accounts and distributors created automatically, drawings scanned for scope, and the address and project type filled in with evidence. 8. ### 17:01Demo: the project record The general contractor and engineer of record found in the documents, then the single project record that acts as the command center, with its full history and timeline. 9. ### 22:59Demo: bill of materials and quote The lighting schedule extracted from the drawings, quantity differences between two emails flagged with evidence, and the inquiry promoted to a quoter. 10. ### 26:33Demo: duplicates and extra bidders More emails matched to the same project instead of creating duplicates, so the triage person is done in about 30 seconds each. 11. ### 29:56Summary and Claude integration A recap of how Baucore Inbox works, followed by a preview of Claude connected to Baucore to answer questions about projects and quotes. 12. ### 33:00ROI calculator and website The time-saving model for quote intake and quoting teams, and the resources on baucore.app. 13. ### 35:05Q&A Routing rules for quote requests, the next webinars in the series, what happens to the project when RFQs are removed, document storage, exporting to Oasis and Agile, and how to get the recording. ## Watch the recording Enter your details and we'll send you instant access to the recording. Read the full transcript Automatic transcription of the host, lightly edited. Names and numbers in the demo data may contain errors. Modern Lighting Agency Series, Webinar 1 of 3. Your Inbox Is Running Your Agency, with Mike Arnold, VP Sales North America. Okay, well, good morning, good afternoon, good evening to everybody joining around the world. I'm your host today. My name is Mike Arnold. This is the first in a series of three webinars that we'll be hosting over the next month and a half or so. It's called the Modern Lighting Agency Series, and today's webinar is focused on your inbox is running your agency. So this is really all about how we can help with one of the number one pain points in the Lighting Rep Agency business, which is request for quotation, quote, intake triage. So we'll start today framing up a little bit about who Baucore is, where we come from, what we're really all about. This is one part of the overall solution. We'll do a live demo today, looking at real project data, real inbound emails, and how the Baucore inbox solution helps to save people time, helps to give back time to their team, be more accurate with their quotes, you know, less overtime, all those things. We hear this is probably the number one pain point with lighting agencies is this particular topic. In later series, later in the month, we will focus on other topics and I start with our website. I'll finish with our website as well. This is a great resource that you can see all of our events, everything about all of our product features, the agents that we offer, including this Baucore inbox that will be deep diving on today, even landing pages for lighting rep agencies and so forth. Let's get started. I promised to make this short. I think we should wrap out of here in about 30-35 minutes to give you guys a little bit of time back in your day. So first a little framing who we are at Baucore, how this fits within your agency. So Baucore has been around for a long time, 17 years, and our sole focus in the construction industry is the building materials industry. People that are involved, companies that are involved in project-based selling. This has been our expertise for a long time. We are a partner with Salesforce. Salesforce, if you haven't heard about it, $42 billion company, the largest business software applications company in the world. They are our partner. Baucore is built on Salesforce technology. That gives us all kinds of capabilities that we don't have to think about and deal with all of the basic CRM 101 kind of stuff. So, Baucore is both an ERP and a CRM. We are positioning it as an end-to-end agency management platform from spec to commission. So again, we're built on that Salesforce platform. You don't need to buy anything from Salesforce. We're what's known as an OEM partner. Our solutions come fully packaged, end-to-end turnkey, don't need to buy anything from Salesforce. So hopefully everyone in this call are from lighting rep agencies. We also serve the needs of building product manufacturers, HVAC rep agencies, architectural rep agencies, and so forth. This solution is built for your entire agency. Today, we're obviously focusing on the quotations, the inside salespeople doing the heavy lifting, the triage. But there's also your outside sales team, the A&D reps, the contractor reps, order entry, the controls and field tech people, the folks who are trying to reconcile commissions, and then the principals at the end of the day that are trying to keep this ship steered in the right direction and getting the volumes up as much as possible. So only a couple of slides here, again, framing, Baucore for Agencies is an end-to-end project lifecycle management platform. It addresses all aspects of the project lifecycle from the beginning stages. When you have an architecture rep out there working with a lighting designer on a basis of design, all the way through the bidding process, the quoting process, which we'll spend a lot of time today obviously talking about quote intake and quote triage, and then all the way into the order entry shipment process and then finally into commission. We are shipping today an end-to-end agency management platform. So this is, again, where we're focusing the idea here. Again, we hear it consistently, one single project view across the entire lifecycle of the project. So we'll see some examples of how that looks. And again, today we're going to be focusing on the Baucore Inbox technology. This is our AI-powered email intake and automation solution. And we're even focusing that conversation around quote intake. This same technology can be used for customer service. Where's my orders? Here's an estimated ship date. Here's a commission statement that's coming from a factory. Baucore, can you automate reconciling that to the right records, creating records, and so forth? So that's where our product suite fits. Baucore sits in the middle. That's your accounts, contacts, projects, activities, orders, shipments, all of that kind of stuff, built on an open architecture that you can integrate. Things like SharePoint, things like QuickBooks, even plug Claude into it, and we'll see a sneak preview of what Claude looks like connected to Baucore here in a minute. So Basic challenges in this flow. First things first, we've got a messy inbound inbox, lots of inbound emails coming in, classified. What is this email? What is it all about? Is this a request for quote? Is it a revision, some sort of estimated ship date, etc. Open the documents, download the documents, extract the content from the documents, from the email, quote line items, et cetera, et cetera. Match or create contact records, account records, project records, scope line item records, all with a human in the loop for review and hand off to the next stage in the process. So let's start with, you know, what does your day look like? Well, here's my day. I'm pretending, of course, I'm a rep agency lighting rep agency here in Northern, California And here's my inbox and it's not even 8 o'clock in the morning, and I've already got a string of emails That look like they're on the same project different projects and the list goes on and on and on and on I hope I can Get on top of this. I have no idea which one's most important This is chaos and you know, especially if you've got a shared inbox and multiple people looking at this the chaos multiplies exponentially. So this is what it was today, and tomorrow with Baucore, here's what it looks like. I just happened to be on my manufacturer overview page. I just happened to be looking at the performance of my manufacturer partners over the last 90 days. How many of you in your agency have had to stop what you're doing, go ask an administrative person two, three days later to pull a report to get this kind of level information that's in real-time updated about my full performance manufactured by manufacturer. That's just a sneak preview. Again, other capabilities. Let's talk about that inquiries triage queue that we talked about. Every page in Baucore is customized really for the persona in your company that's using it. I'm a quote intake triage person. This is what I see when I land in the morning. I'm a quoter. I see a different list. I see what's been assigned to me. I'm a quote manager. I see a dashboard, a roll up of all this activity. In fact, let's just jump there real quick to a dashboard, dashboards as a quote manager, a dashboards as a firm principle, dashboards as a customer service person. So again, what needs my attention today? How can I prioritize what's going on? I see I've got 53 that are in the queue, five that I'm currently working on and validating a few that are hitting the engine, the Baucore inbox engine right now. List views, different ways to sort and so forth. So again, I'm an intake person, I'm going to spend my time triaging what I see here in the Baucore inbox. First things first, how do these emails end up in Baucore? Well, if you've got a shared inbox, quotes at your agency.com, Baucore Inbox sits on top of every email that gets in there, it sends it to the email processor and it shows up right here in your dashboard. And I can see whether Baucore Inbox has completed and done the triage on those emails yet or not or if they're still processing. I can see here also, all right, well, there's those emails that I've seen. And Again, this is pretty messy. See, this is a lighting RFQ for Hound and Whisker TI in Gold River, Capitol City Electrical. Here's another one that looks like the same project, Hound and Whisker Veterinary Clinic, Gold River. Here's another one, Hound and Whisker Veterinary Clinic. Here's another one, and another one, right? Five emails, all kind of saying the same thing, not sure exactly. The number one job of a quotes intake person is to what? it's to resolve that email to a project that's in the system, if it doesn't exist created, if it does marry it up to that record. I can see that the project has already been created. All of these different emails that call the project slightly different, our AI has matched them to this particular project. And If it didn't match it well or if it was below a confidence threshold, it'll tell you, hey, this doesn't look like this project or it might be this one over here. I can see some project status indicators. So these are all yellow, they're in progress. As I scroll down here, I can see some that are red, some that are green. And this is, again, helping the intake person, helping the project manager, whoever is looking at a project record at any time can see what the status is of that project. That's my red flag, is it green, and so forth. So there's an indicator, something might be due here. I'm past due on this one because it's red, that the bid date has passed or something like that. I can see that the bid date has been extracted, and three of these people had a bid date at 5 PM and we'll validate that and see it. A couple of people were just lazy. Hey, I'm just forwarding an email that I've got or I don't even know, add me to this project. I can see that the requester has been also assigned to this particular inquiry and then a summary of what's going on with the project. So, can you sort your inbox by bid date? I don't think so, but you can in Baucore inbox. Sort by bid date, prioritize what you're looking at. So let's jump to the first one. I can see that I've already got into the validation queue. I'm going to open up that record and I can see here the lighting RFQ, blah, blah, blah, inquiry, and I can see all the evidence on the right-hand side. I see two emails, in fact, that came in from Tony Ramirez. And here's the first one, and there's some details, and Tony's a contractor, and here's an email address, and a phone number, and address of the company, and so forth and so on. More than likely you know who this partner is, this customer, this contractor, but if you didn't, that would be a lot of work to go copy, paste, copy, paste, phone, fax, email address. Baucore has already extracted the person way down the list in this threaded email that happens to be the original requesting contractor. So if I see here Tony Ramirez at Capitol Electric, I can see Capitol City electrical. There's Tony right there. I can see his email address, his phone, the contact, the accounts already been created. He's already, the account has already been classified as an electrical contractor. Tony's contact records already been created. Capitol City Electric has been added to the project as a participant. The project record has been already created. So I'm seeing a theme here, right? Here's a bunch of contacts. As I continue down the road here, I can see things like a bid day time. I can see that this has been forwarded to an electrical distributor, Rachel Tran. Where's Rachel here from Sacramento Valley Electric? There's Rachel right there. Her contact information, the company account has been created, they're also listed as a distributor and added to the project. But I see other distributors here, like where did all these people come from? Well, again, five emails has come into the system since this morning, Baucore has been in the background working on all that and adding other participants to this project. So my job is to validate this thing, push it on to the quoting people and so forth. So I can see that's been forwarded to Rachel and Rachel forwards it on to me, the, you know, the quotes person or the quotes inbox person. And I can see here the two attachments that are related to the project. Well, let's validate Hound and Whisker Gold River. Well, that looks a little bit different than this, which was the title given by the contractor called Hound and Whisker TI. That's what they referred to it, well, we want to try to get as close to the possible that the truth is possible. So Hound and Whisker, if I open up that document, all of my documents, by the way, are available right here. So The documents from all of the emails have been downloaded. The folder structure has been created within your document management system. The documents have been classified. Documents have been scanned and is looking for scope and additional context. right so clicking on the lighting takeoff there's a finished plan for some reason and then here's an extract of the drawings now whether this drawing set is 40 pages or 400 pages Baucore inbox will scan through the entire set no longer do I have to you know hunt and peck through a 50 or 60 page document looking for specific information well the first thing I can see here is Hound and Whisker, Gold River is the name of the project that has been resolved to. I can see here a project team, and here is a bunch of great information, right? Here's an address. Let's start with the project details. So I've got a project here. I can see the street address on Gold Express Drive. That looks right: the suite number and Gold River, California. The address has been captured correctly. Then I can see, oh, this thing's animal plant and fish facility. Well, AI says, hey, this looks like a vet clinic. I'm going to categorize it to your project types, and this is the best fit, the best match. Clearly, if this is coming in and it says this is bidding, then the project stage is now bidding. If it says in the email something like, hey, this is design development stage or we'll look for budget pricing, the project phase would be something different. So AI is now making some assumptions on your behalf, filling in data where it makes sense, where it's got a high level of confidence, because this is good data, right? For some of you who have to report to your factory principals, hey, how much business are you guys doing with Lithonia in veterinary clinics in 2026? Easy reporting, right? So enriching that project information as it goes along. Here's the bid date, October 22nd, 5 p.m. Where did this come from? Nobody talked about 3,700 square feet in the area, but again, as I look through this email, bid date, intent, due dates, quotes needed by all of that basic information has been scraped, has been enriched on that project record. So I can change that, any of these details if I want to. 3,744 square feet. That's kind of interesting. Where did that come from? Oh, it came from the general data on the project, which was up here. It's 3,744 square foot tenant space. So again, AI is trained to look for certain information, enrich the information. I see that I've got the tenant. Here's the tenant. How do you wish to go reserve the end user? How often would you like to capture who that person is for after the sale service and follow-on Opportunities correctly identified. There's no contact there because there's no contact here either. What about the general contractor? He's mentioned in a lot of emails, but not by personal name. Here's Lauren Miller. Who's Lauren Miller? Here's Wells Construction, auto mapping. Well, this was an existing contact that was automatically mapped to the contact in Baucore. Here's this email address, phone, fax, all of that kind of good stuff. But wait a minute, it says pre-construction manager. Where did that come from? Well, if I look here, doesn't say anything about pre-construction manager here. I'm gonna zoom into that so everybody can see it, right? Lauren Miller, here's his contact information. So who's Lauren Miller? Well, here's my contact record for Lauren Miller. Here's all the projects that he's related to. There's that Hound and Whisker project, right? So three dimensional pivoting between contacts, accounts, projects seamlessly, effortlessly. Who is Lauren Miller? Well, through one of our apps called PipeLaunch, which is a sales intelligence tool, we matched him up to his LinkedIn profile, Lauren Miller coming from LinkedIn, and that's enriched his account record, or his contact record, I should say, with his contact. Okay, so now we've got Lauren Miller. We've got the general contractor. We've got the MEP guys here. Optimized energy and facilities. Alexander Nalkin, or Knight Nalkin. So, optimized energy facilities. There's Alexander Nalkin, and I saw him on the planet. Who's Alex Batista? Huh, well, Alex Batista is not in the directory, but if I scroll down here in the drawings to the electrical pages, I can see that Alex Batista's stamp is the engineer of record on this project. So it answers the age-old question, who's on first within this firm? Hey, it's nice to know who the architect of record is and the firm principal that might be assigned to it in addition to the job captain or whatever his role might be. So again, contacts matched or created on the fly and then looking in certain areas like the project directory, stamps, title blocks for specific details, and so forth. So Let's see, any other contacts? I think that probably rounds it up. Let's move on to the scope. Architects, MEP, etc. Again, here's all a bunch of other participants on the project. It's probably worth taking a look at this project record right now. Hound and Whisker, before I go too much further just to see what's the big picture? We talked about that single project record so important within an agency, right? One single source of truth. What's going on with this project? What's the holistic view? This is your command center for this project. It's got everything that started in it six months ago. I could see all of that activity going back to initial meetings, lunch and learns, design development sessions, on these decorative lighting fixtures. right? So All that history from the architectural route, from whoever was involved, phone calls, meetings, tasks, all of that activity is automatically associated with the contact, with the project, with the quote, with whatever that activity is related to, even down to the level of a quote line item that you're trying to get a substitution on or get clarification on because the catalog number is wrong, right? That communication is stored in all the right places. Nobody has to drag and drop a message into a folder and wonder where it lands. Everything lands in the right place. A timeline that shows me that overall project history, going back in time, how convenient is that? Key dates, key events, My participant list fully managed, fully filled out, right? Notice contractor loyalty and performance. This tells you at a glance, do we work with these companies a lot? Are they favorable to our company, to our brand, to our agency? So here's a quick thumbs up, thumbs down. It looks like Optimize Energy has never not been a friendly specifier, maybe. But lo and behold, there's also a interior designer. And so if that interior designer might have been captured five months ago, probably was captured five months ago, when the architecture rep went and visited this firm. Marigold Interiors is our interior designer. That's their role in this project. So now I'm stitching together the whole story. And as the project gets sold, and now it moves into production and you probably have other contacts, field people, etc. that get added to the single project record. Oh hey, here's BOQ. It's an early BOQ. That's that early design development document that was worked on by the A&D rep and they could see, oh well, we talked about these four or five different items, right? So there's a history of that. I can see all my inquiries there's the five messy inbound emails that without doing anything by the time I walked in the door this morning. They're all there. They're all organized by last email date right, I can see I've got a couple quotes already created on this one was a Budget quote and the other one is the one that we've begun working on. So that's the project record. That's the Command Center for the project. Now let's jump back to this Bill of Materials. Let's take a look at what's going on with this. We've got our BOM that's been extracted. Oh, lo and behold, we've got two here because this was one of those messy emails, right? The first one came through with just the attachments of the drawings and then the second one comes through and Tony says, hey, oops, I forgot the takeoff. Here's my takeoff. Here's the document right and here's that document and so let's start comparing the two so I'm gonna just scan down here to the electrical lighting schedule so the lighting schedule I didn't have to go hunt and peck for it it was automatically extracted can see her fixtures a through emx and I see here this one's 34 yep 34 I can see Metalux Cooper, it's a sub-brand of Cooper. Cooper was parsed out as the manufacturer. Metalux is still in the product name. But I can see 24 MMS, blah, blah, blah, dash, UNV, 24 MMS, LCT, UNV, right? So this is the critical catalog number that's been extracted, the tag that's been extracted, and the rest of this and then the manufacturer that was extracted. Now the rest of this is good and valuable information. And I got to keep popping back and forth to this plan page, but Baucore Inbox concatenated all those important details that will get lost otherwise, right? I'm building my quote. I don't care what the voltage is, I'm validating the voltage in my next step. So the description is rich, right? It's all that information that's based on there. So I see, okay, 34.74, yep, 34.74. And then I say, oh, the second email came in with a different set of counts. So there's my recent email and oh, wow, 38.6.34. So in fact, 38.6.34, right? Those quantities are different. And Baucore Inbox is like, hey man, you've got some issues here. The A quantity went from 34 to 38. Here's your evidence. the lighting takeoff was the evidence. Quantity for A1 went from 7 to 6. Here's your evidence. So correlation notes, warnings, hey, we've enriched the product quantities with a count sheet from those sources. And here's some things that you might want to look at. Okay, so that's the BOM. We validated, all right, this might be worth the phone call, you know, to the contractor, hey, do you have these quantities right? And so forth. I see my source files here, again, transported, document folders created, open, triaged automatically for all these contacts for the scope items. All right, I've validated this, I've selected that, that was my stage. I'm gonna go ahead and promote this to a quoter. So here's my quote. So the quote has now been created. Here's my overview, again, tying it back to that single project record. Here's my earlier quotes that were created on this project months ago, The one and the one that I'm currently working on. So we'll, this is part of our webinar series in late November. It's the quote to order process. So I'll stop right there with that. And then, all right, so we've done our job. This inquiry is now assigned a quoter. And so, Great, now what about the rest of these, right? So this one's been assigned a quoter, let's look at this next one. Well, you know, what's this really telling me? Megan, this is one of those duplicate, you know, inquiries. Megan's from Foothill Electric, and she's forwarding a count to, you know, to the rep agency from Marcus Bell and Delta Pacific Electric, who's another electrical contractor, right? Maybe it's the same document set, maybe it's slightly different, maybe it's not 40 pages, it's two, right, and they name it something different. So again, this project was automatically matched. So the project already existed from the first email that came in at 402 this morning, now at 408. Oh, well, you've already got this project. It was automatically matched. Don't create a duplicate. And then sure enough, Foothill Electric Supply, there they are already added as a, you know, as a distributor. All the contacts already, there's really not a lot for me to do here. If there's any BOM extraction issues, then I can see that here. You know, her takeoff was the same. Apparently there was a change in the design and nobody cared to update the lighting fixture schedule. So here's again, any kind of discrepancies, warnings. You know, here again, the quantities here are different between the email and the fixture schedule that might be something as a warning. So I've already, you know, I've just assigned this to Quoter, my job is done, I did 30 seconds. I see all the details, I see it's been validated, You know, my job is done. So again, if I go back to the Hound and Whisker project, and I'm in that quotation mode, I see that. You know, the quotation. Once I go to print that, then all those participants are already there. Let's assume that we're done. Here's all my participants. And If somebody added a participant two minutes ago, another contractor, there they would be on your list. So Again, quotation creation, different subject for another day. But just to close out on this, yet another example, Hound and Whisker This guy just hey, can you please give us pricing on it? throw us in the mix Well, that one's already done, right? It doesn't even give you a take off So as a result, I don't have a BOM for him But it's been resolved to the same project and that's the BOM that we're going to use And then so let's go ahead and just assign that quoter right quoter quoters get notifications now Hey, another bidder, another bidder, another bidder. My job is done as a quotations intake person. This list gets shorter and shorter. right? I just have it set up to show you everything today, all of those quotes. But once it's been assigned a quote, it goes off of this triage person's list. So if they're doing their job, at the end of the day, there's zero projects that are sitting in this queue. right and then finally another ad bidder hey here's our short takeoff and here's a one-page document that we scan on our scanner or whatever so again Mary at Overtown Lighting has already been listed as a participant on the project. Okay, so in summary, Baucore Inbox, it automatically takes emails that are meant for quoting, request for quotes, can sit on top of your entire email inbox. you can automatically forward or you can selectively forward emails that get sent to the processing center, right? And so once it's there, the view on it. This is my view. I want to see the view as a quoter. Great. I want to see it as a triage person in the background. Details are getting extracted. The name of the project by looking at. The plan pages by looking at the title block, the participants, the project details, the address. The bid day all the things that are coming from these emails, deep, forward, after forward, after forward, CC names. Hey, I'm copying my sales rep at this distributor. right? So those contacts get captured. Anybody's name that needs to be captured is captured. If you want to start capturing landscape architects because that's relevant for landscape lighting, great. So in summary, that's how Baucore Inbox works. You might be thinking, we're experimenting with Claude, we're experimenting with different kinds of AI technologies. How does this play into that, Mike? Well, I would answer it like this. So if you connect Claude to Baucore, and I'm sitting inside of my email, and I ask it question simple, like what's going on with this project? Claude is trained to answer with data from Baucore, right? It's trained to understand exactly what you're looking for and return the summary. This is the summary. Salesforce, Baucore is showing this project has been created. These participants have all been added. Here's links directly to them. I want to see CR Ridge. Click. I'm there. I'm in that Salesforce record. Here's the five RFQs that have been processed this morning. Here's the quote that has been created. right? That's pretty hot. using Claude sitting on top of your email, tapping back into your project database is key. Well, all right. Well, what about things like just using the Claude desktop app and asking you things like, hey, show me my manufacturer quote dashboard here. Well, for sure, I can go in to Baucore and look for the dashboard and pull this, but maybe I want something that's even more specific. Write me my projects where Lithonia is specified. All this data is sitting in the background and within 15 seconds, whatever, however long it takes for Claude to get that answer back. Here's your answer. Here's your links back to these records. It's grounded in Baucore. That's it. I think we're right at about 11.35. I promise to get you out of here a little bit earlier today. I will share with you guys if you're interested after this call. an ROI calculator. This obviously is you know, a lot of dimensions around that. If we could give back every employee in your firm a couple hours or for those quote intake people, you know, 15 hours. What could you do with 15 hours more per week for that quote intake person to do? Well, they're probably gonna get promoted to a quoter. Well, let's make the job of the quoter easier as well. How could they, what impact would that have on your business if you freed up 6% of the time? eight percent of their time. So this calculator just basically models if you're a big agency, small agency, and so forth, give us your numbers. How many projects are you dealing with per month? How many RFQs are coming out of that? How many related emails have you got? You tell us, plug in the numbers. How many people do you have in these different roles? What's their burden rate, right? And what does Baucore Inbox deliver? What does it automate? 15 tasks at least that we looked at today, download transport of documents, finding contacts, architects. You plug in the number. Two and a half minutes for this task goes to 30 seconds. Ten minutes for this task turns to two. You know, 12 minutes for this task turns into 15 seconds, and so forth and so on. And what you can do is model here and see, wow, there's a lot of time that can be saved here that can result in hundreds of thousands of dollars of savings a year that can be used to bid more projects, cut down in overtime, whatever is important to you. So I'll finish where we started, which is on our website. I call that out because there's a lot of great questions that can get answered. Come to baucore.app, that's our website. Deep information on all the various features around Baucore, more information about Baucore Inbox, which we talked today. landing pages for lighting rep agencies versus HVAC rep agencies. Everybody's different. How we approach enablement, startup training, things like that. So I'll stop right there and open the floor for any questions. I just have enabled the chat just now if anybody has questions the chat button should be there now and you can just shoot through the chat. All right we'll give everybody another couple of minutes here. Is there a setting that specific quoters can be added and projects can be assigned to specific people from Baucore. So I think what I'm hearing is: can there be rules of how RFQs get routed to quote people or how a project can be assigned to a quoter. So the short answer is absolutely. That's either based on territory rules. So everything that comes from Alameda County goes to Desmond. Everything that comes from Sacramento County goes to this quoter. So that's automatic that that could be set up as a territory rule. I've got those territory rules sitting in the system, whatever the case might be. Others may just have a queue and they have one person looking at this entire queue and once they get it built they're like, oh, there's 37 lines in this project that represents 158 fixtures or 1000 fixtures. So there's some complexity scoring to it. This one's got Lithonia. We always send that to Susan. This one's got more than eight lines and more than 150 fixtures. That one goes to Mark, right? So complexity scoring is a way to automatically route a quote request to a quoter or territory rules or anything else that you can really imagine. Second question. Can we let everyone know when the next webinar is and what it will be focused on? Good question, so I'll jump back out to the website where those resources are under events. So the next topic is in a couple weeks, few weeks, it's called Where Projects Are Won, and this is all about enabling your field sales team, your A&D reps who go call on architects and your contractor and distributor salespeople who are on the road all the time in front of customers, gathering really important project information, hints and tips about hey, you're 10% high on this or we need this re-quoted on that project. So here's the next one, right? And this is focused on that AI co-pilot, that tool that works in your phone for your outside sales team. And Again, that fits into our platform here under this sales extended tool. So that's really what the next webinar is all about. That's on the 22nd. And Then finally, the one on November 5th will be a little bit longer, and it's really covering that full end-to-end agency management, project lifecycle from beginning to end. How does Baucore respond to all of that? All right, then I had a couple of questions. What happens to the project in Baucore if the RFQs are removed from the main quotes inbox? Well, the projects remain. Your RFQ is an inquiry, right? You've got five or ten different RFQs on the same project, that's a history record. That inquiry starts the clock. You're replying back to that inquiry with a quote, a quote document that's unique for that distributor. it's there as part of the historical record, I hope that answers the question. right. Next question: can harvested documents such as drawings be mapped to our company cloud file storage or does it have to live in Baucore? So absolutely, the answer to that question is yes. Whether you're using OneDrive, you're using SharePoint, you're using AWS. Yes, that's part of our implementation process is to map to your client storage so that those components, so those documents are everywhere in Baucore that you want to see them. I want to see quote documents related to quotes. I want to see project documents, part of those rolling up to the project. and I'll share another example of where those documents live, how document management works. And again, if I go back to my, you know, just my account list, let's say, for these manufacturers and I look at Acclaim, right, and Acclaim is a factory account and so some of this information I only want to show the principles and again, giving you a sneak preview of more capabilities here. How, you know, was the last time you saw a real time updated quote volume chart for a specific manufacturer, all that's rolling in on the fly. And Then of course, under my related documents, I can see here some documents. Here's my rep agency agreement that's stored behind lock-and-key and nobody can see that. This is a pointer to your document management system. Oh, and Then here's an automatically generated monthly performance report. Again, we talk to rep agencies all the time, the principals from the lighting factories. Hey, what have you done for me lately? Well, this is automatically generated every month if you wanted to. right, In a PDF that's showing all the performance by category, all the top projects, top distributors who's selling your product. Do you owe us money? And then finally, you know, what are our field reps talking about in the field? So as they're dictating their conversation about, hey, we met with this architect and talked about a clean lighting, that is getting captured as a topic from those meetings. So that's document management. Again, flexible. You really don't want to use Baucore itself to store documents. Documents want to be stored really in a document management system. and we just plug into that. Does Baucore export to Oasis or other quoting software? Oasis is a quoting platform. Think about where they sit. Kind of more in that ERP space, quoting, orders, commissions, and so forth. and yeah Oasis offers an API connection which can push and pull data back and forth to Baucore but we invite you to look at Baucore's quoting and if that makes sense that you want to build all your quotes and have that pull end-to-end lifecycle in Baucore then it's available for you. If you want to coexist with Oasis there's ways to do that as well and certainly anything and everything in Baucore can be exported. For the folks on the call that are Acuity agencies, they have a tool called Agile, right? We have a button that's enabled for the acuity agencies once they're at that quote stage and they're, hey, everything's right, and I want to take all these acuity line items and push it over to Agile, we have a button right there that says export to Agile. And that gets created in XML payload with just the acuity line items. And it's ready to read inside of Agile, do your work there, your pricing work, turn back and export from Agile to to keep Baucore updated. But again, I invite you to look at Baucore for quoting. Another question: will we be sending out a recording for this? Yes, we will. And certainly happy to do this live with you as well over the phone in an end-to-end format. So this will be available to the attendees. We're at 46 minutes after the hour. Give another 15 minutes back to you. We invite you to look at our website, Think about the concepts that we talked about today. Human in the loop, automating the heavy lift, eliminating a bunch of copy paste, evidence. Every word that you need, evidence, right? This is not a black box. It's like, hey, some AI will make mistakes. That number was transcribed slightly different. Well, you'll have evidence there to quickly, oh, okay, it's an S, not a five. That sort of thing. So happy to do this for any of you firms, and we thank you for your time. Bye now. [Back to all events](/events) --- Title: Where Projects Are Won | Baucore Events URL: https://www.baucore.app/events/where-projects-are-won Locale: en WebinarUS # Where Projects Are Won Oct 22, 2026 · 6:00 PM UTC ![Where Projects Are Won](/images/events/where-projects-are-won.webp) [Register now](https://events.teams.microsoft.com/event/7c414457-03c9-4dc3-9ecc-7ad0d7343a55@148bd4f4-c832-4e97-a5be-7e4f1be9851c?source=copyLinkOneEventsShareDialog) A lighting agency field rep may discuss several projects during one visit with an architect, engineer, distributor or contractor. Each conversation can reveal which luminaires and controls are being considered, who is influencing the specification, where competitors are positioned and what needs to happen next. Too often, that intelligence remains in memory, scattered notes or activity reports that the rest of the agency cannot easily use. By the time a formal RFQ reaches the quoting desk, the agency’s position on the project may already have been shaped. In this live webinar, we will follow one lighting agency field visit covering three different projects. The salesperson captures the visit through one natural voice report instead of completing a long form. You will see how SalesExt, Baucore’s AI-powered field sales application, separates the conversation into project-specific updates, proposes matches to existing or new projects, connects the people and companies involved, and prepares the information for the salesperson to review. We will then move forward to the moment a formal RFQ arrives and is matched to the project the field team identified and developed earlier. SalesExt is part of Baucore for Agencies, the modern operating platform for the lighting rep agency. **Who should attend:** Lighting agency principals, sales and specification leaders, outside sales representatives, and the inside teams that act on field intelligence. ## Agenda 1. 1Why the RFQ comes late in the project 2. 2Why an activity report is not project intelligence 3. 3Live: One visit, three projects, one voice report 4. 4Live: Matching projects, participants and next actions 5. 5Closing the loop from field influence to inbound demand ## Speakers ![Michael Arnold, VP Sales North America](/images/team/mike.jpeg) Michael Arnold VP Sales North America [](https://www.linkedin.com/in/michaelsarnold/) ## Upcoming on this topic [View all events](/events) [ ![One Project, From First Conversation to Final Commission](/images/events/one-project-first-conversation-to-final-commission.webp) Webinar US ## One Project, From First Conversation to Final Commission What changes when sales, inbox, quoting, orders, customer service and commissions run around one project, from first conversation to final commission. Nov 5, 2026 · 7:00 PM UTC ](/events/one-project-first-conversation-to-final-commission) [Back to all events](/events) --- Title: One Project, From First Conversation to Final Commission | Baucore Events URL: https://www.baucore.app/events/one-project-first-conversation-to-final-commission Locale: en WebinarUS # One Project, From First Conversation to Final Commission Nov 5, 2026 · 7:00 PM UTC ![One Project, From First Conversation to Final Commission](/images/events/one-project-first-conversation-to-final-commission.webp) [Register now](https://events.teams.microsoft.com/event/c12da835-87f8-44c4-bf5a-09a522b3193d@148bd4f4-c832-4e97-a5be-7e4f1be9851c?source=copyLinkOneEventsShareDialog) The business runs on projects, and a quote is one event within a project. We follow a single project chronologically: the field activity that identified it, the requests that arrived against it, the quotes that went out to several bidders, the award, the order and shipment activity, the service questions that followed, and the commission at the end across two manufacturer lines with different economics. Then we look at what management sees without asking five departments. For owners, presidents, operations executives and technology leaders. ## Agenda 1. 1Why the project, not the quote, should organize the agency 2. 2How one project carries several requestors, quotes and revisions 3. 3Live: one project, start to finish 4. 4Where commission and buy-sell diverge 5. 5What a phased transition needs to prove ## Speakers ![Michael Arnold, VP Sales North America](/images/team/mike.jpeg) Michael Arnold VP Sales North America [](https://www.linkedin.com/in/michaelsarnold/) ## Upcoming on this topic [View all events](/events) [ ![Where Projects Are Won](/images/events/where-projects-are-won.webp) Webinar US ## Where Projects Are Won Turn field conversations into project intelligence. Follow one lighting agency field visit covering three projects, captured in a single voice report with SalesExt. Oct 22, 2026 · 6:00 PM UTC ](/events/where-projects-are-won) [Back to all events](/events) --- Title: Privacy Policy | Baucore URL: https://www.baucore.app/privacy-policies Locale: en # Privacy Policy **Last updated: April 8, 2026** ## 1\. Introduction We are delighted that you have shown interest in our company. Data protection is of particularly high priority for Baucore GmbH. The use of our website is generally possible without providing personal data. However, if you wish to use special services of our company via our website, processing of personal data may become necessary. The processing of personal data, such as name, address, email address, or telephone number, is always carried out in accordance with the General Data Protection Regulation (GDPR) and in compliance with country-specific data protection regulations applicable to Baucore GmbH. By means of this data protection declaration, we would like to inform the public about the type, scope, and purpose of the personal data we collect, use, and process. Furthermore, data subjects are informed of their rights through this privacy policy. As the data controller, Baucore GmbH has implemented numerous technical and organizational measures to ensure the most complete protection of personal data processed through this website. Nevertheless, internet-based data transmissions can generally have security vulnerabilities, so absolute protection cannot be guaranteed. For this reason, every data subject is free to transmit personal data to us by alternative means, such as by telephone. ## 2\. Controller and Data Protection Officer The controller responsible for the processing of personal data within the meaning of the GDPR and other applicable data protection laws is: **Baucore GmbH** Ferdinand-Porsche-Str. 11 60386 Frankfurt am Main Germany Phone: +49 (0)69 40897658 Email: contact@baucore.app Website: www.baucore.app Managing Director: Donny Riyadi Santoso ## 3\. Definitions This privacy policy is based on the terminology used by the European legislator for the adoption of the General Data Protection Regulation (GDPR). Our privacy policy should be easy to read and understand for the public as well as for our customers and business partners. **Personal Data** means any information relating to an identified or identifiable natural person ("data subject"). An identifiable person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier, or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural, or social identity of that natural person. **Data Subject** is any identified or identifiable natural person whose personal data is processed by the controller. **Processing** means any operation or set of operations performed on personal data, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure, or destruction. **Controller** means the natural or legal person, public authority, agency, or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data. **Processor** means a natural or legal person, public authority, agency, or other body which processes personal data on behalf of the controller. **Consent** means any freely given, specific, informed, and unambiguous indication of the data subject's wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her. ## 4\. Data Collection and Processing ### 4.1 General Data and Information Our website collects general data and information when a data subject or automated system accesses the website. This general data and information is stored in server log files. The following may be collected: - Browser types and versions used - Operating system used by the accessing system - Website from which an accessing system reaches our website (referrer) - Sub-websites accessed via an accessing system on our website - Date and time of access to the website - Internet Protocol address (IP address) - Internet service provider of the accessing system - Other similar data and information that serve to avert danger in the event of attacks on our information technology systems When using this general data and information, Baucore GmbH does not draw any conclusions about the data subject. Rather, this information is needed to: - Deliver the content of our website correctly - Optimize the content of our website and advertising - Ensure the long-term functionality of our information technology systems and website technology - Provide law enforcement authorities with the information necessary for prosecution in the event of a cyber attack Baucore GmbH therefore analyzes anonymously collected data and information statistically, with the aim of increasing the data protection and data security of our company, and to ensure an optimal level of protection for the personal data we process. The anonymous data of the server log files are stored separately from all personal data provided by a data subject. **Legal basis:** Article 6(1)(f) GDPR - Legitimate interests ### 4.2 Cookies Our website uses cookies. Cookies are text files that are stored on a computer system via an internet browser. Many websites and servers use cookies. Many cookies contain a so-called cookie ID. A cookie ID is a unique identifier of the cookie. It consists of a character string through which websites and servers can be assigned to the specific internet browser in which the cookie was stored. Through the use of cookies, Baucore GmbH can provide users of this website with more user-friendly services that would not be possible without the cookie setting. You may, at any time, prevent the setting of cookies through our website by means of a corresponding setting of the internet browser used, and may thus permanently deny the setting of cookies. Furthermore, already set cookies may be deleted at any time via an internet browser or other software programs. This is possible in all popular internet browsers. If the data subject deactivates the setting of cookies in the internet browser used, not all functions of our website may be entirely usable. **Legal basis:** Article 6(1)(f) GDPR - Legitimate interests ### 4.3 Contact via Website Our website contains information that enables quick electronic contact with our company, as well as direct communication with us, which also includes a general address of the so-called electronic mail (email address). If a data subject contacts the controller by email or via a contact form, the personal data transmitted by the data subject are automatically stored. Such personal data transmitted on a voluntary basis by a data subject to the data controller are stored for the purpose of processing or contacting the data subject. There is no transfer of this personal data to third parties. **Legal basis:** Article 6(1)(a) GDPR - Consent, or Article 6(1)(b) GDPR - Contract performance ### 4.4 Google Analytics Our website uses Google Analytics, a web analytics service provided by Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland ("Google"). Google Analytics uses cookies to help analyze how users use the website. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators, and providing other services relating to website activity and internet usage. We use Google Analytics with the "\_anonymizeIp" extension, which means Google shortens/anonymizes IP addresses within member states of the European Union or other parties to the Agreement on the European Economic Area before transmission to the United States. **Google Analytics Tracking ID:** G-QR8FSQ713W **Data collected includes:** - Pages visited and time spent on pages - Referring website or campaign - Browser type and device information - Anonymized IP address - User interactions and events You can prevent Google Analytics from collecting your data by installing the Google Analytics Opt-out Browser Add-on: https://tools.google.com/dlpage/gaoptout More information about Google Analytics: https://policies.google.com/privacy **Legal basis:** Article 6(1)(a) GDPR - Consent (via CookieYes consent banner) ### 4.5 Lemlist — Visitor Intelligence & Outreach Automation Our website uses Lemlist, a sales engagement and visitor intelligence platform provided by lempire SAS, 128 rue La Boétie, 75008 Paris, France. We use Lemlist's full feature set, which includes: - **Website visitor identification:** A tracking script on our website uses IP address resolution (powered by Snitcher, a Lemlist sub-processor) to identify the companies visiting our website, even without form submission. Individual visitors are not identified — only the company/organization associated with the IP address. - **Contact enrichment:** Identified companies may be cross-referenced with Lemlist's B2B contact database (450M+ contacts) to find relevant contacts at those organizations. - **Outreach automation:** Identified companies and contacts may be added to automated outreach sequences (email, LinkedIn) based on their visit behavior. - **Intent signals:** Visit data is combined with other behavioral signals (e.g., LinkedIn activity, job postings) to determine outreach timing. Data collected via the tracking script includes: IP address, pages visited, time on page, referral source, device and browser information. Lemlist acts as a data processor on our behalf. We have executed a Data Processing Agreement (DPA) with Lemlist. Lemlist's servers are located exclusively within the EU (France, hosted by OVH). Sub-processor: Snitcher (visitor IP resolution). More information: https://www.snitcher.com/privacy-policy More information about Lemlist: https://www.lemlist.com/legal/privacy-policy **Legal basis:** Article 6(1)(f) GDPR — Legitimate interests (identifying prospective B2B customers visiting our website). This processing applies to company-level identification only; we do not identify or process data of individual private persons through this feature. ### 4.6 CookieYes Consent Management Our website uses CookieYes, a cookie consent management platform provided by CookieYes Limited, 3 Warren Yard Warren Park, Stratford-upon-Avon, Warwickshire, CV37 0SQ, United Kingdom. CookieYes automatically blocks non-essential cookies until you provide consent through the cookie banner. It stores your consent preferences to remember your choices for future visits. **Data collected:** - Consent status (which cookie categories you accepted/rejected) - Timestamp of consent - Anonymized user identifier - IP address (anonymized) Your consent choices are stored for 12 months, after which you will be asked to provide consent again. More information: https://www.cookieyes.com/privacy-policy/ **Legal basis:** Article 6(1)(c) GDPR - Legal obligation (compliance with ePrivacy Directive) ### 4.7 Calendly Scheduling Our website embeds Calendly scheduling widgets to allow you to book meetings with us. Calendly is provided by Calendly LLC, 3423 Piedmont Road NE, Atlanta, GA 30305, USA. When you schedule a meeting through Calendly, the following information is collected: - Name and email address (provided by you) - Selected meeting time and timezone - Any additional information you provide in the booking form This data is transmitted to Calendly servers and processed according to their privacy policy. More information: https://calendly.com/privacy **Legal basis:** Article 6(1)(b) GDPR - Contract performance (to facilitate the meeting booking) ### 4.8 Google Fonts Our website uses Google Fonts to display web fonts. Google Fonts is a service provided by Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland. When you visit our website, your browser loads the required fonts from Google servers. In this process, Google receives information about which website you visited and your IP address. More information: https://policies.google.com/privacy **Legal basis:** Article 6(1)(f) GDPR - Legitimate interests (ensuring consistent display of our website) ### 4.9 Salesforce CRM Integration Our services are integrated with Salesforce, a customer relationship management (CRM) platform operated by Salesforce.com, inc., The Landmark @ One Market, Suite 300, San Francisco, CA 94105, USA. When you interact with our services (e.g., request information, become a customer), data may be processed through Salesforce to manage customer relationships, support requests, and service delivery. This may include contact information, communication history, and service usage data. Salesforce is certified under the EU-US Data Privacy Framework. More information: https://www.salesforce.com/privacy/ **Legal basis:** Article 6(1)(b) GDPR - Contract performance, or Article 6(1)(f) GDPR - Legitimate interests ### 4.10 Outbound Marketing to B2B Contacts When business professionals download our whitepapers or contact us via our website, we may use their business contact information (name, work email, company) to send relevant follow-up communications about Baucore's products and services. **Legal basis:** Article 6(1)(f) GDPR — Legitimate interests. We have assessed that our legitimate interest in informing relevant B2B professionals about our products does not override their fundamental rights, given that: (a) only business contact data is processed; (b) the content is relevant to their professional role; (c) every communication includes a clear unsubscribe option; and (d) opt-outs are honored immediately. You may object to this processing at any time by clicking unsubscribe in any email or contacting contact@baucore.app. ## 5\. Backend Data Processing The following services are used on our backend servers and do not directly interact with your browser or set cookies. They process data server-side to provide and improve our services: ### 5.1 Upstash Redis We use Upstash Redis as a temporary data storage service for processing lead submissions and managing session data. Upstash Inc. operates with infrastructure primarily in Europe and the United States. More information: https://upstash.com/privacy **Legal basis:** Article 6(1)(b) GDPR - Contract performance ### 5.2 Google Gemini AI We use Google's Gemini AI (Google Generative AI) to process and analyze certain data server-side for service optimization and intelligent features. This processing occurs on our servers and the data is transmitted to Google Cloud services. More information: https://ai.google.dev/gemini-api/terms **Legal basis:** Article 6(1)(f) GDPR - Legitimate interests (service improvement) ### 5.3 Firecrawl — Public Website Enrichment For personalized meeting-invitation pages sent as part of our outbound campaigns, we use Firecrawl to read publicly available information from the website of the company a recipient works for — for example its published tagline, a short description of its products, and its logo. Only the company's public website is retrieved; no personal data about the recipient is sent to Firecrawl, and the retrieved information is cached per company rather than per person. More information: https://www.firecrawl.dev/privacy **Legal basis:** Article 6(1)(f) GDPR - Legitimate interests (business communication) ### 5.4 Sentry Error Monitoring We use Sentry for monitoring and logging backend errors and exceptions. Sentry is provided by Functional Software, Inc., 45 Fremont Street, 8th Floor, San Francisco, CA 94105, USA. Sentry collects technical error information to help us identify and fix bugs in our service. No personal data is intentionally sent to Sentry, only error logs and technical diagnostic information. More information: https://sentry.io/privacy/ **Legal basis:** Article 6(1)(f) GDPR - Legitimate interests (ensuring system stability and security) ## 6\. Routine Erasure and Blocking of Personal Data The controller processes and stores personal data of the data subject only for the period necessary to achieve the purpose of storage, or as far as this is granted by the European legislator or other legislators in laws or regulations to which the controller is subject. If the storage purpose is not applicable, or if a storage period prescribed by the European legislator or another competent legislator expires, the personal data are routinely blocked or erased in accordance with legal requirements. ## 7\. Rights of the Data Subject ### 7.1 Right of Confirmation Each data subject has the right granted by the European legislator to obtain from the controller the confirmation as to whether or not personal data concerning him or her are being processed. ### 7.2 Right of Access Each data subject has the right granted by the European legislator to obtain from the controller free information about his or her personal data stored at any time and a copy of this information. ### 7.3 Right to Rectification Each data subject has the right granted by the European legislator to obtain from the controller without undue delay the rectification of inaccurate personal data concerning him or her. ### 7.4 Right to Erasure (Right to be Forgotten) Each data subject has the right granted by the European legislator to obtain from the controller the erasure of personal data concerning him or her without undue delay, where one of the following grounds applies: - The personal data are no longer necessary in relation to the purposes for which they were collected or otherwise processed - The data subject withdraws consent and there is no other legal ground for the processing - The data subject objects to the processing and there are no overriding legitimate grounds for the processing - The personal data have been unlawfully processed - The personal data must be erased for compliance with a legal obligation ### 7.5 Right to Restriction of Processing Each data subject has the right granted by the European legislator to obtain from the controller restriction of processing where one of the following applies: - The accuracy of the personal data is contested by the data subject - The processing is unlawful and the data subject opposes the erasure of the personal data - The controller no longer needs the personal data for the purposes of the processing - The data subject has objected to processing pending the verification whether the legitimate grounds of the controller override those of the data subject ### 7.6 Right to Data Portability Each data subject has the right granted by the European legislator to receive the personal data concerning him or her in a structured, commonly used, and machine-readable format, and has the right to transmit those data to another controller. ### 7.7 Right to Object Each data subject has the right granted by the European legislator to object, on grounds relating to his or her particular situation, at any time, to processing of personal data concerning him or her, which is based on Article 6(1)(e) or (f) GDPR. ### 7.8 Right to Withdraw Consent Each data subject has the right granted by the European legislator to withdraw his or her consent to processing of his or her personal data at any time. ### 7.9 Right to Lodge a Complaint Each data subject has the right to lodge a complaint with a supervisory authority, in particular in the Member State of his or her habitual residence, place of work, or place of the alleged infringement if the data subject considers that the processing of personal data relating to him or her infringes the GDPR. The competent supervisory authority for Baucore GmbH is: **Der Hessische Beauftragte für Datenschutz und Informationsfreiheit** Gustav-Stresemann-Ring 1 65189 Wiesbaden Germany Phone: +49 611 1408 0 Email: poststelle@datenschutz.hessen.de Website: https://datenschutz.hessen.de ## 8\. Data Security We use appropriate technical and organizational security measures to protect your stored personal data against manipulation, partial or complete loss, and against unauthorized access by third parties. Our security measures are continuously improved in line with technological developments. Access to your user account is only possible after entering your personal password. You should always treat your access information confidentially and close the browser window when you finish communicating with us, especially if you share the computer with others. ## 9\. Links to Other Websites Our website contains links to other websites. This privacy policy applies only to our website. If you click on links to other websites, we recommend that you read the privacy policy on those websites to learn how they collect, process, and store your data. ## 10\. Changes to This Privacy Policy We reserve the right to amend this privacy policy at any time with effect for the future. A current version is available on the website at all times. Please visit the website regularly and inform yourself about the applicable privacy policy. ## 11\. Contact for Privacy Matters If you have questions about the processing of your personal data, you can contact us directly. If you have requests concerning information, correction, blocking, or deletion of personal data, or if you wish to revoke given consents or object to the use of your data, please contact: **Baucore GmbH** Data Protection Ferdinand-Porsche-Str. 11 60386 Frankfurt am Main Germany Email: contact@baucore.app * * * This privacy policy was last updated on March 27, 2026. --- Title: Imprint | Baucore URL: https://www.baucore.app/imprint Locale: en # Imprint ## Responsible for Content **Baucore GmbH** Ferdinand-Porsche-Str. 11 60386 Frankfurt am Main Germany [www.baucore.app](https://www.baucore.app) **Responsible for editorial content pursuant to § 18 (2) MStV:** Donny Riyadi Santoso ## Contact **Managing Director:** Donny Riyadi Santoso **Phone:** +49 (0)69 40897658 **Email:** [contact@baucore.app](mailto:contact@baucore.app) ## Entry in the Commercial Register **Register Court:** Local Court of Frankfurt am Main (Amtsgericht Frankfurt am Main) **Registration Number:** HRB 124463 ## VAT Identification Number Value Added Tax Identification Number according to §27 a of the German Value Added Tax Act: **DE 346206124** **Tax Number (Steuernummer):** 014 236 00260 ## Disclaimer ### Liability for Content All content on our website has been created with the best of our knowledge. However, we cannot guarantee the accuracy, completeness, and timeliness of all pages. As a service provider, we are responsible for our own content on these pages according to general laws, but we are not obligated to monitor transmitted or stored external information. ### Liability for Links Our website contains so-called "external links" (links to third-party websites), the content of which we have no influence on and for which we therefore cannot accept any liability. The respective information provider of the linked website is responsible for the content and accuracy of the information provided. ### Copyright The content and works published on this website are subject to German copyright law. Any duplication, processing, distribution, or any form of commercialization outside the limits of copyright law requires the prior written consent of the respective author or creator.