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SalesManager
Earn more high-value service agreements with SalesManager.
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Functionality
4.5
/5
4
Total features
26
4 categories
SalesManager features
Common features of HVAC Estimating software
Functionality
4.5
/5
4
Price starts from
99
/user
Per month
Total Features
26
Unique features
For HVAC Companies
Cost Database
RFP Management
Cost Estimating
Functionality
4.4
/5
18.5K
Price starts from
25
/user
Per month
Total Features
193
Features in Common
17
Unique features
Field Sales Management
Client Management
Meeting Management
Predictive Analytics
Dean B.
Construction, 11-50 employees
Used daily for 2+ years
Review source
Share this review:
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.
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.
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.