FAQ
The AI CRM for industrial sales.
Capture every site visit, track equipment by facility, and turn opportunities into service and construction projects, engineering studies, energy audits, and utility-rebate projects that close bigger deals.
- What CRM is built for industrial sales teams?
- BearingCore is purpose-built for industrial sales in refrigeration, HVAC, food and beverage, and chemical. It manages accounts, facilities, contacts, leads, and pipeline, and captures every site visit with AI coaching, so nothing from the field is lost.
- Is there a CRM for manufacturers' reps and field sales teams?
- Yes. BearingCore is built for reps who sell on-site. Every visit, meeting, and call is captured by facility, opportunities are surfaced automatically, and managers get a live pipeline and rep-activity view — without reps doing manual data entry.
- Is there a CRM for refrigeration, HVAC, or food and beverage sales?
- Yes. BearingCore identifies equipment from a nameplate photo, builds each facility's equipment catalog, and turns it into service, replacement, and rebate opportunities — the exact motion industrial sales teams run.
- How do industrial sales reps capture site visits and customer equipment?
- Reps photograph the equipment nameplate and BearingCore's AI extracts the make, model, and specs and files it under the facility. Each account builds a complete equipment record over time — the foundation for every follow-on sale.
- How does BearingCore help reps close bigger deals?
- It surfaces the high-value opportunities most CRMs miss — service contracts, construction projects, capital equipment replacements, parts, and utility energy-incentive projects — straight from a site visit, then produces the deliverables needed to win each one.
- What types of projects can BearingCore manage from a sales opportunity?
- All of them: service contracts, construction projects, parts orders, engineering studies, energy audits, and utility incentive or rebate projects. Reps classify each opportunity by business line, and BearingCore drives it from lead to the right deliverable — including AI-drafted studies and reports for the engineering-heavy ones.
- Can a sales team win engineering-heavy deals without a big engineering department?
- Yes — that is the point. BearingCore automates the engineering studies, energy audits, and energy-conservation-measure analysis behind incentive and capital deals, cutting engineering effort by up to 75%. Sales can pursue and deliver studies that used to require a dedicated engineering team.
- Is there a CRM for utility incentive and rebate program sales?
- Yes. BearingCore tracks the incentive project end to end — application, investigation, implementation, and verification — and drafts the studies, worksheets, and audit-ready reports, so the same platform manages the deal and delivers the engineering.
- Can AI draft engineering site-visit reports and proposals?
- Yes. BearingCore turns a guided site walk into a branded, customer-ready report or proposal in your standard format. The rep or engineer talks through conditions and photos, and the AI assembles the deliverable.
- What does BearingCore cost?
- The core CRM is free for up to 5 users. The AI modules — Proposal Builder, Engineering Reports, and Utility Incentive Programs — are flat monthly add-ons priced by team size.
- How do I get started?
- Create a free account at bearingcore.io — no credit card required — or talk to sales about the engineering and incentive modules.
Put your field visits to work.
Free CRM for up to 5 users. Add the engineering and incentive modules when you are ready.