INTEGRATEIT
Board brief · June 2026
Where every discipline,
every dealer, every project
converges.
The operating system built for Convergence — a marketing site that captures leads the brochure never could, an ops portal for 50+ staff, a full design-tool suite, and a dealer module with a live US dealer-tier map across the MINK territory. One source of truth, end to end.
A 73-person rep agency,
four disciplines deep.
Convergence represents 200+ premium lines across four states and four divisions — the people dealers and specifiers in the Midwest call first.
Audio / Video
Residential & commercial AV — control, audio, video, networking.
Lighting / Lutron
Architectural lighting & control — Lutron HomeWorks, shading systems.
Commercial / Industrial
Electrical supply, wire & cable, infrastructure for the trades.
Shades & Furnishings
Window treatments, fabrics, finishes — the design layer.
Four divisions running on
fragmented, dated tools.
A 73-person firm repping 200+ lines is running on a dated WordPress site and a patchwork of spreadsheets, inboxes, and disconnected apps. The dealers — your actual customers — get no portal, no live status, no single front door.
Every division keeps its own pipeline in its own place. There's no shared view of a dealer's tier, performance, or open orders. The information that should compound is scattered — and scattered information can't be sold from.
A brochure site, not a funnel
WordPress that informs but never captures — no dealer funnel, no specifier funnel, no measurable conversion.
Four pipelines, four places
Residential and commercial run on different tools. No company-wide view, no shared dealer record.
Dealers fly blind
No portal for tier, performance, orders, or design submissions. Every status check is a phone call.
No map of the territory
Nobody can see, at a glance, who their best dealers are or where the white space is across MINK.
“You don't have a tooling problem. You have four tools that don't talk to each other — and a dealer base that can't see itself.”
One platform where
it all converges.
Your name is the thesis. Four divisions, every dealer, every line, every project — pulled into a single source of truth. Sales, design, operations, and the dealer network, all on one system, all looking at the same record.
Not four logins. Not four databases. One platform — themed per division, unified at the core — so the firm finally operates as one.
Six deliverables. One package.
A complete operating system — front door to dealer network — already standing, ready to brand and turn on.
A marketing site that sells
Replaces the WordPress brochure: 0 funnels today → 2 (dealer + specifier) with measurable conversion landing straight in the portal.
Ops portal for 50+ staff
CRM, sales tracking, projects, tasks, calendar, order tracking, design submissions — the daily workspace for the whole firm.
Division switcher
Residential / Commercial / Company-wide — one toggle re-themes the whole portal and scopes the pipeline.
Dealer module
Onboard, grade by tier, track performance — and plot every dealer on a live US tier map. The differentiator.
Dealer portal
The dealer's own login: tier, performance, orders, design submissions, and brand resources in one place.
This deck + a 7-page guide
The board-ready deck you're reading, plus a printable 7-page PDF guide your team can hand to anyone.
A site that sells, not just informs.
The WordPress brochure becomes a premium, fast marketing site with two distinct funnels — one for dealers who want to carry your lines, one for specifiers sourcing product for a project.
Dealer funnel
"Become a Convergence dealer" → an application that lands in the ops portal as a lead, ready to onboard.
Specifier funnel
Browse 200+ lines by division, request a quote or spec support, routed to the right team automatically.
Division-aware
The site speaks in all four divisions' voices — and hands each visitor to the right pipeline.
Midwest trusts.
Every application becomes a lead in the ops portal — no inbox, no re-keying.
The whole firm, one screen.
CRM · sales tracking · projects · tasks · calendar · order tracking · design submissions — every division, every dealer, one record.
One toggle. The whole portal re-themes.
Try it — switch divisions and watch the workspace, the team, and the pipeline change.
Residential and Commercial run as independent teams — their own calendars, their own pipelines, their own dealers — while Company-wide rolls everything up into one view for leadership.
A full design-tool suite, built in.
The tools your team and your dealers use to spec a job — not a separate app, not a third-party license. Native to the portal, attached to the project record.
Attached to the job
Every design lives on the project record — versioned, reviewable, exportable to a BOM.
Dealers submit, you review
Dealers design in the same tools, submit, and your team reviews — one queue, no email attachments.
Spec faster, win more
The faster a dealer can produce a clean, accurate design, the more of your lines they specify.
The dealer module — your network, graded.
No rep agency tool does this. Onboard a dealer, grade them by tier, and watch their performance compound — every order, every design, every project rolled into one record and one score.
Onboard
Application → dealer record. Lines, region, contacts, terms.
Grade by tier
Platinum · Gold · Silver · Blue — by volume, growth, and engagement.
Track performance
Orders, designs, pipeline — scored over time, surfaced on the record.
Plot on the map
Every dealer pinned by tier + location across MINK. Next slide.
Every dealer, by tier, on the map.
The whole MINK network at a glance — who your best dealers are, and exactly where the white space is.
Filter by tier, division, or line. Spot a county with no Platinum coverage and you've found your next recruiting target — territory strategy, made visual.
Your dealers get their own front door.
Every dealer signs into a portal that shows them exactly where they stand — and gives them everything they need to sell more of your lines, without a single phone call to your team.
Tier & status
Their current tier, the metrics behind it, and what it takes to level up.
Performance
Orders, growth, and pipeline — the same numbers you see, transparently.
Orders
Live order tracking — placed, shipped, delivered — no status calls.
Design submissions
Submit designs from the built-in tools; track review status.
200+ lines. One catalog.
Every line you rep, organized by division, attached to dealers and projects — searchable, spec-able, and tied to live order tracking.
When a dealer designs a job, they pull from the exact lines you rep — so every spec drives your business, not a competitor's.
A platform that grows the territory.
Every interaction makes the next sale easier. The dealer map shows you where to recruit; the performance data shows you who to promote; the design tools make your lines the easy spec. The flywheel runs on data you already generate.
See the white space
The tier map turns "we should grow Iowa" into a named list of counties with no Platinum coverage.
Promote the climbers
Performance scoring surfaces the Silver dealer growing 31% — your next Gold, before a competitor notices.
Make your lines the easy spec
The design suite, stocked with your lines, makes specifying Convergence product the path of least resistance.
Replace a brochure site and four disconnected tools with a system that turns activity into territory strategy.
One platform, one price — replacing five line items.
The firm already pays for the status quo: a brochure that doesn't sell, four disconnected tools, and the hours spent re-keying between them. Convergence OS folds all of it into one bill.
What the firm pays now
What it costs instead
Marketing site, ops portal, design suite
The five line items above, collapsed into one system — already built.
Dealer module + live tier map
The differentiator no rep-agency tool sells — included, not an add-on.
One bill, one vendor, one roadmap
No per-seat sprawl across four tools; the firm scales on one platform.
The decision isn't "spend on new software." It's "stop paying five times for less." Final numbers scoped to your seat count and divisions in the pilot.
Four disciplines, every dealer,
every project — converged.
It's already built — the marketing site, the ops portal, the design suite, the dealer module, the live tier map, and the dealer portal — standing today, waiting for your brand and your data.
The ask: approve a 30-day paid pilot on the Residential division. We brand it and load your dealers in week one, you run live, and you decide on the full rollout from real data — go-live by August 1.
