# SalesManager Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about SalesManager Software - reviews, pricing plans, popular comparisons to other HVAC Estimating products and more. Source: https://www.capterra.com/p/10006827/NorthBoundary --- # SalesManager Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SalesManager ## What is SalesManager? SalesManager helps commercial service contractors grow and scale their business by improving their sales engine. Tailor-made for commercial contractors, SalesManager simplifies the unique, industry-specific workflows needed to win service agreement and project proposals. Collect equipment inventory, apply maintenance-based pricing, setup and organize complex project pricing, and generate profitable proposals. ## What is SalesManager used for? [HVAC Estimating](https://www.capterra.com/hvac-estimating-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## SalesManager alternatives [4.4 (331)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [4.6 (1,462)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars ## FAQs about SalesManager Overview ### What company size and specific industries is SalesManager built for? SalesManager is designed for commercial service contractors that need a better way to sell project proposals and service agreements. It fits companies in the contractor and commercial services sector, especially those focused on closing more agreement sales and managing proposal-driven sales work. Features and Usability ### What are the key features of SalesManager? SalesManager offers CRM, lead management, contact management, and interaction tracking for customer records and sales activity. It also includes bid management, quotes/estimates, RFP management, takeoff, cost estimating, and a cost database, plus reporting/analytics, workflow management, alerts/notifications, data import/export, and electronic signature. Integrations ### Which third-party tools and platforms does SalesManager integrate with? SalesManager connects natively to Salesforce Sales Cloud and ServiceTrade. Getting Started and Support ### What training and onboarding options does SalesManager offer? SalesManager provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for review as needed. Getting Started and Support ### What customer support options does SalesManager offer? SalesManager provides email/help desk support, a knowledge base, phone support, and 24/7 live rep assistance. User feedback about support quality is not available here, so no claim can be made about response times, helpfulness, or common frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Electronic Signature 5.0 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Digitally sign online documents Bid Management 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Contact Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Templates 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Workflow Management 2.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Collaboration Tools 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together SalesManager 27 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Provides a channel for team members to share media files, communicate, and work together For commercial and industrial purposes Manage, organize, and store contact information Collection of data related to the costs associated with various items, products, services, or activities Forecast the cost and resources required to complete a project Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Digitally sign online documents Software designed specifically for HVAC companies Track interaction history by documenting conversations for contacts Track, manage, and standardize customer rates for services performed by technicians Store information about leads or contacts and track, manage and nurture them throughout the sales process Generate quotes or estimates for customers Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Manage and process incoming documents detailing requests for proposals Search and filter data across systems to locate required information by entering keywords or certain criteria Measure digital plans to calculate labor and materials needed Sample files or documents that could be customized as needed or used as is Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (4) 4.5 Based on 4 reviews ## Pricing Value for money 4.7 (3) Contact for Pricing $1.00 Per User,Per Month Value for money 4.7 (3) 4.7 Based on 3 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ ServiceTrade](https://www.capterra.com/p/132690/ServiceTrade-Commercial/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.5 Based on 4 reviews Filter by rating 5(2) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JB Joseph B. BD Facilities Services ### "When is Vince out of the picture?" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2023 I have been using this tool since Vince was with Linc in the early 2000's.....It's a great sales tool Pros easy to use and provides a sales process. Cons formatting of agreements is poor and need to be cleaned up in WORD Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DN Dennis N. Director Construction ### "Love North Boundary" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 31, 2023 Overall I love North Boundary and it makes my job much easier. Pros Easy way to manage contacts, proposal and bids all in one place. Cons The template feature is a bit difficult to manage. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DB Dean B. Estimator Construction ### "Options to drive your business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 May 24, 2023 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BB Bill B. Director of Commercial Sales Construction ### "Value and Consistency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 23, 2023 It works well for our organization 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.