MTA CRM — The 2026 CRM for AV Sales

Why we built this

From passive data to proactive sales — by design.

Most CRMs are filing cabinets. Reps deposit information, the data sits there, and someone occasionally pulls a report. MTA is building something different — a CRM that moves the data forward. It surfaces the right dealer interaction at the right time, drafts the next outreach, generates the monthly rep report, and prepares the pre-meeting brief. The CRM does the work; reps spend their time selling, vendor partners get visibility they've never had, and the data finally pulls its weight.

Rather than adapting a generic platform to AV rep workflows, we're building from the ground up — Claude as the build partner, Supabase as the backbone, every screen designed for how AV reps actually work in the field. Mobile-first because reps live in cars and parking lots between dealer visits. Vendor-aware because every dealer relationship is also a vendor relationship. AI-first because the next generation of CRM will be defined by what AI does for the user, not just what data the user enters.

How it works

Six pillars that separate this from off-the-shelf CRM.

Each one is a deliberate choice that shapes every feature we ship — and that no generic platform can match without a major customization project.

🎙️

AI Voice Notes

Hit record. Talk for 60 seconds. Claude transcribes, summarizes, extracts tasks, and drafts the follow-up email — then routes the draft to the rep's Approval Queue for one-click send. The CRM writes itself; the rep stays in control of every outbound message.

📱

Mobile-First

Every screen designed for a phone in a parking lot. Bottom nav, oversized tap targets, one-thumb scrolling, no horizontal cutoffs. "Mobile responsive" is not the same thing.

🏢

Vendor-Aware

Every dealer relationship lives at the brand level — and at the tier level for vendors that run tier programs (Sony Diamond, Sony Sapphire, etc.). Training certifications, program enrollments, vendor-required forms, demo placements — all native to the dealer profile, not bolted on as spreadsheet attachments.

🛡️

AI + Human Guardrail

The Approval Queue catches every new dealer, every business card, every suspected duplicate, and every voice-note draft email. AI suggests, humans confirm. Data quality is the foundation — not the cleanup project.

📊

Monthly Rep Reports

Every rep gets an auto-generated monthly summary — dealers visited, pipeline movement, demos placed, follow-ups outstanding, vendor activity by brand. The report writes itself from the activity log. No more "what did you do this month?" emails.

📋

Pre-Meeting Briefs

30 minutes before a dealer meeting, the rep gets a battle-card brief — last interaction, current vendor program status, open pipeline, recent demo activity, suggested talking points. Walk into every meeting fully prepped — never "let me check my notes."

Pre-release · already built

12 screens already coded and working.

Real React components fetching live data from Supabase. No mockups, no wireframes. The app is fully pre-release — significant testing and development still ahead before any rep rollout is scheduled. Tier 1 (the daily-driver core — Voice Notes, Approval Queue, Pipeline, Vendor profiles, Notifications, Joint Visits) is targeted feature-complete by ~Sep 2, 2026. Tap any screen for a closer look.

Built🏠 Home

Built🏢 Dealers

Built📋 Dealer Detail

Built👤 Contacts

Built👤 Contact Detail

Built🏭 Vendors

Built🏭 Ecosystem

Built🏭 Vendor Detail

Built✅ Tasks

Built📝 Activity Feed

Built⚙️ More

Built⚙️ More (bottom)

The marquee feature

The Voice Pipeline — parking lot to CRM in under 60 seconds.

A rep just wrapped a meeting at a Sonance dealer. They tap record from their phone in the parking lot. By the time they're at their next stop, the CRM is updated, the action items are tasks, and the follow-up email is drafted into the rep's Approval Queue — ready for one-click send when the rep is ready.

Record

Rep taps mic, talks naturally. "Just finished with Pacific AV — they want a Blaze Audio training with Scott Foco from Sonance, ideally next month. Flag to Brenda to coordinate."

Transcribe

OpenAI Whisper transcribes the audio via a Supabase Edge Function. Raw transcript persisted for replay.

Analyze

Claude reads the transcript with full dealer context, extracts a structured summary, action items, and a draft email — and detects the @mention of Brenda, the reference to Scott Foco at Sonance, and the Blaze Audio training request.

Confirm

Rep reviews on a single screen — summary card, editable tasks, draft email. The email is routed into the rep's Approval Queue, ready for one-click send when the rep is ready. No auto-send, no surprises — the rep stays in control of every outbound message.

Commit

Activity row written. Tasks created and assigned. Email drafted and queued for the rep's approval. @Brenda gets a notification. The Sonance touchpoint at Pacific AV is logged automatically — and Scott Foco is flagged as the vendor contact for the upcoming Blaze Audio training visit.

⏱ Total time: under 60 seconds · No typing required

What this means for vendor partners

Vendor-level insight no other rep firm can produce.

MTA's CRM is more than internal sales tracking — it's a vendor-insight engine. By centralizing every dealer interaction, demo placement, pipeline movement, and joint visit on one platform, MTA can generate brand-specific reports for vendor partners that surface exactly what's happening in their dealer base. Today these reports are pulled on demand by the MTA team. Next year MTA is scoping automated vendor-partner reporting — generated from the same live CRM data the team uses every day, then delivered to the right contacts on the vendor side. Vendor partners (Sonance, for example) get a level of channel visibility no rep firm has ever delivered, while MTA retains full operational control of the underlying data.

📊 Dealer-Level Activity Feed

Every interaction — calls, demos, calibrations, training visits — captured per dealer per brand. MTA delivers brand-filtered activity reports so vendor partners are no longer in the dark on what's happening at the dealer level.

Sonance example: MTA's monthly Sonance report flags "Pacific AV Design — 47 days without a Sonance touchpoint" and auto-creates a 90-day stale-dealer outreach task for the rep covering that account.

💰 Pipeline Visibility

Every opportunity tracked through Prospect → Quoted → Committed → Won/Lost, broken out by vendor brand. MTA delivers pipeline snapshots so vendor partners can ground quarterly forecasts in real data, not guesses.

Sonance example: MTA's pre-quarterly Sonance pipeline snapshot — "12 opportunities open across MTA territory · $340K committed · 4 dealers carrying $50K+ in active pipeline" — shared ahead of the QBR.

🎧 Demo & Display Tracking

Live tracking of which dealers have current demos installed and calibrated, and which are running stale display gear. MTA delivers demo-health reports so vendor partners can drive refresh cycles with data, not guesses.

Sonance example: MTA's Sonance Reference demo-health report — "8 demos in the field · 3 over 18 months old · 2 dealers requesting calibration" — informs the next training sweep with the right priorities.

🏆 Program Participation

Training certifications, program enrollments, and vendor-required forms tracked per dealer. MTA flags compliance gaps internally before vendors' own renewal cycles catch them.

Sonance example: MTA's Sonance training-compliance report — "5 dealers carrying Sonance · 3 with current architectural audio certifications · 2 needing recertification within 60 days · 1 missing the calibration sign-off" — surfaces blockers proactively.

🤝 Joint Visit History

Every joint visit captured end-to-end — when a vendor rep was deployed with the MTA team, who they met at the dealer, what came of it. The relationship history rep firms have always known but never had a structured way to share back to vendor leadership.

Sonance example: MTA's annual Sonance partnership report — "12 joint visits across 8 MTA dealers this year · 3 Sonance contacts deployed in the field (Regional Manager, Architectural Specialist, Training Lead) · auto-generated visit summaries from each" — proves the partnership in numbers.

What if your CRM worked for you — not the other way around?