SalesManager

RATING:

4.5

(4)
Overview

About SalesManager

SalesManager helps commercial service contractors grow and scale their business by improving their sales engine. Tailor-made for commercial contractors, SalesManager simplifies the unique, industry-specific workflows needed to win service agreement and project proposals. Collect equipment inventory, apply maintenance-based pricing, setup and organize complex project pricing, and generate profitable proposals. Build Profitable Proposals - Apply pre-built or customizable pricing models to the customer’s equipment inventory to create contract pricing that meets your profit margin goals. - Set different profit margin goals for different types of work including spot, add-on, replacement, plan/spec, design/build, etc. - Perform sales audits with sellers or technicians with ...

SalesManager Pricing

Starting price: 

$99.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Use the NorthBoundary dashboard to track daily, weekly, and monthly progress towards sales goals.
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SalesManager Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for SalesManager

4 Reviews

Dean

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed May 2023

Options to drive your business

The greatest benefits of North Boundary are speed and efficiency of preparing estimates, and writing proposals. Time is our greatest commodity and North Boundary software system is user friendly and very detailed.

PROS

My primary usage in North Boundary is project management. I do all my client information, estimating, proposal writing and job tracking. In my experience you can run everything through this one feature. My favorite part is the worksheet. You input all your critical company cost information (such as burden rates) which then allows you to set up sales margins to allow you to be profitable. Nothing more important than understanding your costs and creating the proper sales margins to run your business. There are so many reports you can run from Project Management that allow you to estimate sales, manpower requirements, and cashflow.

CONS

My only complaint is that I wish I knew more about all the features and benefits the system offers. Perhaps North Boundary could offer free or very cost effective online training specific to users needs.

Joseph

Facilities Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2023

When is Vince out of the picture?

I have been using this tool since Vince was with Linc in the early 2000's.....It's a great sales tool

PROS

easy to use and provides a sales process.

CONS

formatting of agreements is poor and need to be cleaned up in WORD

Bill

Construction, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Value and Consistency

It works well for our organization

PROS

I like that i can see all the estimates from all the users and track daily sales number

CONS

We need to enter all take off information, would like to see more takeoff capability

Dennis

Construction, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2023

Love North Boundary

Overall I love North Boundary and it makes my job much easier.

PROS

Easy way to manage contacts, proposal and bids all in one place.

CONS

The template feature is a bit difficult to manage.