---
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 by ServiceTrade is estimating, proposal, and sales management software for commercial mechanical, HVAC, and fire protection contractors. It is a good fit for contractors that sell complex service agreements, repairs, replacements, inspection-driven work, and projects, and need a more organized way to manage pricing, proposals, opportunities, and customer follow-up.

For teams that are still relying on spreadsheets, shared folders, or a general-purpose CRM, SalesManager helps bring more consistency to the sales process. Contractors can build professional proposals using customer and equipment information, scope details, service agreement terms, configurable pricing models, and margin goals. This helps sales teams quote more confidently, reduce manual work, and give customers a clearer buying experience.

SalesManager is designed around the types of work commercial contractors sell every day. Mechanical and HVAC contractors can use it to price and propose recurring maintenance agreements, repairs, replacements, add-on work, and projects. Fire protection and life safety contractors can use it to help keep inspection findings, deficiencies, repair recommendations, proposals, and follow-up activity connected.

When used with ServiceTrade, SalesManager helps sales, office, and service teams work from the same customer and asset information. This can reduce handoffs between teams, improve visibility from quote to completed work, and help contractors follow up on service opportunities that might otherwise be missed.

SalesManager can also support integrations with the systems contractors already use, including field service, accounting, CRM, email, website, and reporting tools. For commercial contractors looking for a more structured and connected way to sell service work, SalesManager helps improve proposal quality, support better follow-up, and grow revenue from service agreements and repair opportunities.
> 
> 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
- **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 (1475 reviews)
2. [JobNimbus](https://www.softwareadvice.co.nz/software/366490/jobnimbus) — 4.6/5 (482 reviews)
3. [HoneyBook](https://www.softwareadvice.co.nz/software/365179/honeybook) — 4.7/5 (686 reviews)
4. [Sage 100](https://www.softwareadvice.co.nz/software/219700/sage-100cloud) — 4.1/5 (410 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.

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### "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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