---
description: Review of SalesManager Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: SalesManager | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [SalesManager](/software/402623/northboundary)

# SalesManager

Canonical: https://www.softwareadvice.co.nz/software/402623/northboundary

> 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.

SalesManager 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.
> 
> Verdict: Rated **4.5/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 4 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: ServiceTrade
- **Location**: Durham, US
- **Founded**: 2013

## Commercial Context

- **Starting Price**: US$1.00
- **Pricing model**: Per User
- **Pricing Details**: Please contact us for your custom pricing.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Bid Management
- CRM
- Collaboration Tools
- Commercial/Industrial
- Contact Management
- Cost Database
- Cost Estimating
- Customer Database
- Customisable Branding
- Customisable Forms
- Customisable Templates
- Data Import/Export
- Electronic Signature
- For HVAC Companies
- Interaction Tracking
- Labor Rates
- Lead Management
- Quotes/Estimates

## Integrations (2 total)

- Salesforce Sales Cloud
- ServiceTrade

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)

## Category

- [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software)

## Related Categories

- [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software)
- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)
- [HVAC Estimating Software](https://www.softwareadvice.co.nz/directory/47/mechanical-and-hvac-estimating-software/software)
- [Construction CRM Software](https://www.softwareadvice.co.nz/directory/153/homebuilder-crm-software/software)

## Alternatives

1. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews)
2. [JobNimbus](https://www.softwareadvice.co.nz/software/366490/jobnimbus) — 4.6/5 (481 reviews)
3. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (678 reviews)
4. [Sage 100](https://www.softwareadvice.co.nz/software/219700/sage-100cloud) — 4.1/5 (369 reviews)
5. [Kickserv](https://www.softwareadvice.co.nz/software/116904/kickserv) — 4.4/5 (387 reviews)

## Reviews

### "Options to drive your business" — 5.0/5

> **Dean** | *24 May 2023* | Construction | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

-----

### "When is Vince out of the picture?" — 4.0/5

> **Joseph** | *1 June 2023* | Facilities Services | Recommendation rating: 10.0/10
> 
> **Pros**: easy to use and provides a sales process.
> 
> **Cons**: formatting of agreements is poor and need to be cleaned up in WORD
> 
> I have been using this tool since Vince was with Linc in the early 2000's.....It's a great sales tool

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### "Love North Boundary" — 4.0/5

> **Dennis** | *31 May 2023* | Construction | Recommendation rating: 9.0/10
> 
> **Pros**: Easy way to manage contacts, proposal and bids all in one place.
> 
> **Cons**: The template feature is a bit difficult to manage.
> 
> Overall I love North Boundary and it makes my job much easier.

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### "Value and Consistency" — 5.0/5

> **Bill** | *23 May 2023* | Construction | Recommendation rating: 8.0/10
> 
> **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
> 
> It works well for our organization

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/402623/northboundary)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/northboundary-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/402623/northboundary> |
| en-GB | <https://www.softwareadvice.co.uk/software/402623/northboundary> |
| en-IE | <https://www.softwareadvice.ie/software/402623/northboundary> |
| en-NZ | <https://www.softwareadvice.co.nz/software/402623/northboundary> |

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