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SalesManager Features

Features Summary

Functionality

4.5

/5

4

Total features

26

4 categories

SalesManager features

Activity Dashboard
Alerts/Notifications
Bid Management
Collaboration Tools
Commercial/Industrial
Contact Management
Cost Database
Cost Estimating

Common features of HVAC Estimating software

Accounting Integration
Activity Dashboard
Alerts/Notifications
Bid Management
Billing & Invoicing
CAD Tools
Calendar Management
Collaboration Tools

Price starts from

99

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

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

Functionality

4.3

/5

6.7K

Price starts from

14

/user

Per month

Total Features

201

Features in Common

16

Unique features

  • For Financial Institutions

  • Content Library

  • Visual Analytics

  • Monitoring

Common SalesManager comparisons

1 reviewer mentioned:

DB
AvatarImg

Dean B.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Options to drive your business

Reviewed a year ago

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.

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.