SalesManager 2026: Benefits, Features & Pricing
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Wondering if SalesManager is right for your organization?
Our HVAC Estimating Software selection experts can help you in 15 minutes or less.
- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at $1.00 per month
About SalesManager
SalesManager is a comprehensive customer relationship management (CRM) software, offered by ServiceTrade, that helps commercial service contractors create high-value service agreements. SalesManager is designed to automate and manage sales, enabling users to create custom proposals, manage their sales funnel, and win and retain top customers. It offers a range of features, including the ability to apply pre-built or customizable pricing models to customer equipment inventory, set different profit margin goals for different types of work, and send sellers or technicians to perform sales audits using a mobile app that inventories equipment by model number.
SalesManager provides users with a CRM dashboard to track daily, weekly, and monthly sales progress toward goals. It also streamlines and measures the sales process with workflows, providing visibility and reporting on sales key performance indicators (KPIs) such as sales volume, seller activity and performance, and projected labor hours. The software offers customizable proposal templates and enables the delivery of clear proposals, either printed or electronically, to increase the chances of securing more contracts.
SalesManage...
r can integrate seamlessly with ServiceTrade's field service management software, highlighting its flexibility and interoperability with other components of the ServiceTrade's operations platform. This integration allows for the seamless delivery of projects and services, streamlining operations and optimizing field performance for maximum client retention and profitability. Additionally, the software offers a range of resources to help users in selecting and implementing sales management software, including blog posts, webinars, and research materials, as well as access to live support, a learning center, and a contact center for additional assistance. Overall, SalesManager is a feature-rich CRM software designed to support commercial service contractors in selling enhanced service agreements to customers, improving sales processes, and efficiently tracking progress toward sales goals.SalesManager Screenshots

SalesManager Pricing and Plans
Contact for Pricing
$1.00
No plan information available

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SalesManager Features
- Popular features found in HVAC EstimatingAccounting IntegrationBilling & InvoicingCalendar ManagementCost DatabaseCost EstimatingData Import/ExportElectronic SignatureLabor RatesSchedulingWork Order Management
- More features of SalesManagerActivity DashboardAlerts/NotificationsBid ManagementCollaboration ToolsCommercial/IndustrialContact ManagementCRMCustomer DatabaseCustomizable BrandingCustomizable FormsCustomizable TemplatesFor HVAC CompaniesInteraction TrackingLead ManagementQuotes/EstimatesReal-Time DataReporting/AnalyticsRFP ManagementSearch/FilterTakeoffTemplatesWorkflow Management
SalesManager Integrations
SalesManager User Reviews
Overall Rating
4.5
Ratings Breakdown
5
50%
4
50%
3
0%
2
0%
1
0%
Secondary Ratings
Ease of Use
4.5
Value for money
4.7
Customer support
4.7
Functionality
4.5
Have you used SalesManager and would like to share your experience with others?
Dean B.
Verified reviewer
Construction
11-50 employees
Used daily for more than 2 years
Review sourceReviewed May 2023
Options to drive your business
5
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.
Ratings Breakdown
Read More
Joseph B.
Verified reviewer
Facilities Services
11-50 employees
Used daily for more than 2 years
Review sourceReviewed June 2023
When is Vince out of the picture?
4
I have been using this tool since Vince was with Linc in the early 2000's.....It's a great sales tool
Ratings Breakdown
Read More
Dennis N.
Verified reviewer
Construction
51-200 employees
Used daily for more than 2 years
Review sourceReviewed May 2023
Love North Boundary
4
Overall I love North Boundary and it makes my job much easier.
Ratings Breakdown
Read More
Bill B.
Verified reviewer
Construction
201-500 employees
Used daily for more than 2 years
Review sourceReviewed May 2023
Value and Consistency
5
It works well for our organization
Ratings Breakdown
Read More
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