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SalesManager

Overview

SalesManager 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

SalesManager
SalesManager
4.5
(4)

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

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SalesManager Pricing and Plans

Starting price: $1.00 per month
Free Trial
Free Version

Contact for Pricing

$1.00

per user, per month

No plan information available

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    SalesManager Features

    • Popular features found in HVAC Estimating
      Accounting Integration
      Billing & Invoicing
      Calendar Management
      Cost Database
      Cost Estimating
      Data Import/Export
      Electronic Signature
      Labor Rates
      Scheduling
      Work Order Management
    • More features of SalesManager
      Activity Dashboard
      Alerts/Notifications
      Bid Management
      Collaboration Tools
      Commercial/Industrial
      Contact Management
      CRM
      Customer Database
      Customizable Branding
      Customizable Forms
      Customizable Templates
      For HVAC Companies
      Interaction Tracking
      Lead Management
      Quotes/Estimates
      Real-Time Data
      Reporting/Analytics
      RFP Management
      Search/Filter
      Takeoff
      Templates
      Workflow Management

    SalesManager Integrations

    ServiceTrade
    ServiceTrade
    Salesforce Sales Cloud
    Salesforce Sales Cloud

    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?

    DB

    Dean B.

    Verified reviewer

    Construction

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed 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

    5
    Ease of use
    5
    Functionality
    icon
    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.

    Read More

    JB

    Joseph B.

    Verified reviewer

    Facilities Services

    11-50 employees

    Used daily for more than 2 years

    Review source

    Reviewed 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

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    easy to use and provides a sales process.
    Cons:
    formatting of agreements is poor and need to be cleaned up in WORD

    Read More

    DN

    Dennis N.

    Verified reviewer

    Construction

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2023

    Love North Boundary

    4

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

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Easy way to manage contacts, proposal and bids all in one place.
    Cons:
    The template feature is a bit difficult to manage.

    Read More

    BB

    Bill B.

    Verified reviewer

    Construction

    201-500 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2023

    Value and Consistency

    5

    It works well for our organization

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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

    Read More

    Showing 1 - 4 of 4 Reviews

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