Your Al command center. It reads across your jobs, products, and calendar and tells your team what needs attention first.
SpecBooks Intelligence
SpecBooks Intelligence
SpecBooks Intelligence is an AI-powered command center added as a layer to the tools tens of thousands rely on every day for the building industry, designed to connect the systems, data, and workflows that drive the entire sales cycle, from the first customer interaction and product selection through quoting, purchasing, fulfillment, and delivery.
Rather than replacing the ERP or other critical systems a business already relies on, SpecBooks Intelligence sits across the existing technology stack. It brings together relevant information from SpecBooks, ERP systems, websites, e-commerce, CRM, accounting, and other connected platforms and surfaces the information employees need when and where they need it.
The objective is simple: your sales team should not have to search across multiple systems to understand what is happening with a customer, project, order, or opportunity.
Core Intelligence Features
AI Command Center
A personalized command center that surfaces the most important tasks, opportunities, customer activity, orders, projects, and exceptions requiring attention.
Connected Tech Stack
Connect SpecBooks Intelligence with ERP systems and other applications already used by the business. SpecBooks can surface relevant information from those systems without forcing employees to constantly move between platforms.
Job Pipeline
Manage every active opportunity and project through a unified pipeline, from initial selections and quoting through approval, ordering, delivery, and completion.
Task Manager + Calendar
Automatically connect tasks, follow-ups, appointments, deadlines, and project milestones to the customers and jobs they belong to.
AI Product Agents
AI-powered agents help sales teams research products, answer product questions, identify alternatives, build selections, and accelerate quoting using SpecBooks’ product intelligence.
AI Room Builder
Build complete room packages and product selections based on project requirements, preferences, budgets, and other customer inputs.
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