CONVERGENCEOperating System
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CONVERGENCEOperating System
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.
Convergence represents 200+ premium lines across four states and four divisions — the people dealers and specifiers in the Midwest call first.
Residential & commercial AV — control, audio, video, networking.
Architectural lighting & control — Lutron HomeWorks, shading systems.
Electrical supply, wire & cable, infrastructure for the trades.
Window treatments, fabrics, finishes — the design layer.
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.
WordPress that informs but never captures — no dealer funnel, no specifier funnel, no measurable conversion.
Residential and commercial run on different tools. No company-wide view, no shared dealer record.
No portal for tier, performance, orders, or design submissions. Every status check is a phone call.
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.”
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.
A complete operating system — front door to dealer network — already standing, ready to brand and turn on.
Replaces the WordPress brochure: 0 funnels today → 2 (dealer + specifier) with measurable conversion landing straight in the portal.
CRM, sales tracking, projects, tasks, calendar, order tracking, design submissions — the daily workspace for the whole firm.
Residential / Commercial / Company-wide — one toggle re-themes the whole portal and scopes the pipeline.
Onboard, grade by tier, track performance — and plot every dealer on a live US tier map. The differentiator.
The dealer's own login: tier, performance, orders, design submissions, and brand resources in one place.
The board-ready deck you're reading, plus a printable 7-page PDF guide your team can hand to anyone.
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.
"Become a Convergence dealer" → an application that lands in the ops portal as a lead, ready to onboard.
Browse 200+ lines by division, request a quote or spec support, routed to the right team automatically.
The site speaks in all four divisions' voices — and hands each visitor to the right pipeline.
Every application becomes a lead in the ops portal — no inbox, no re-keying.
CRM · sales tracking · projects · tasks · calendar · order tracking · design submissions — every division, every dealer, one record.
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.
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.
Every design lives on the project record — versioned, reviewable, exportable to a BOM.
Dealers design in the same tools, submit, and your team reviews — one queue, no email attachments.
The faster a dealer can produce a clean, accurate design, the more of your lines they specify.
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.
Application → dealer record. Lines, region, contacts, terms.
Platinum · Gold · Silver · Blue — by volume, growth, and engagement.
Orders, designs, pipeline — scored over time, surfaced on the record.
Every dealer pinned by tier + location across MINK. Next slide.
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.
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.
Their current tier, the metrics behind it, and what it takes to level up.
Orders, growth, and pipeline — the same numbers you see, transparently.
Live order tracking — placed, shipped, delivered — no status calls.
Submit designs from the built-in tools; track review status.
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.
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.
The tier map turns "we should grow Iowa" into a named list of counties with no Platinum coverage.
Performance scoring surfaces the Silver dealer growing 31% — your next Gold, before a competitor notices.
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.
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.
The five line items above, collapsed into one system — already built.
The differentiator no rep-agency tool sells — included, not an add-on.
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.
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.
