--- title: "SalesManager Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SalesManager Software - reviews, pricing plans, popular comparisons to other HVAC Estimating products and more." source_url: "https://www.capterra.com/p/10006827/NorthBoundary/" page_type: "product" language: "en" --- # SalesManager Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 17, 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 by ServiceTrade is estimating, proposal, and sales management software for commercial mechanical, HVAC, and fire protection contractors. It helps teams manage opportunities, pricing, proposals, service agreements, and customer follow-up without relying on disconnected spreadsheets or generic CRM tools. Contractors use SalesManager to build professional proposals with customer and equipment information, scope details, service agreement terms, configurable pricing models, and margin goals. Teams can standardize quoting, improve proposal consistency, and give sales leaders better visibility into pipeline activity and deal progress. SalesManager supports recurring maintenance, inspection-driven repairs, deficiency follow-up, equipment replacement, add-on work, and project proposals. When used with ServiceTrade, it connects sales with service delivery, inspections, asset history, customer communication, and field operations. ## 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 Highest Rated [4.7 (686)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (1,474)](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 [4.6 (6,092)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (3,538)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% 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, especially those that sell service agreements or project proposals. It fits companies in contractor-led service industries that need a clearer process for quoting and proposal sales, rather than general-purpose businesses or broad enterprise use. Features and Usability ### What are the key features of SalesManager? SalesManager offers CRM and contact management, lead management, and interaction tracking for customer records. It includes bid management, quotes/estimates, RFP management, and takeoff, plus cost estimating, cost database, labor rates, and financial management. Additional features include reporting/analytics, workflow management, alerts/notifications, electronic signature, and customizable forms and templates. Integrations ### Which third-party tools and platforms does SalesManager integrate with? SalesManager integrates with Salesforce Sales Cloud and ServiceTrade. These native connections cover CRM and field service workflows, giving teams a focused set of third-party options for syncing customer and service data across core business systems. 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 self-paced review of key features and steps. Getting Started and Support ### What customer support options does SalesManager offer? SalesManager provides email/help desk, a knowledge base, phone support, and 24/7 live rep assistance. No reviewer feedback on support quality is available here, so the support experience cannot be described further. ## Features AI summary Based on 221 HVAC Estimating reviews Not all HVAC Estimating products cover every feature buyers care about most. Here is what Capterra reviewers identify as essential when choosing a solution: - **Dispatch Management** (**67%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**66%**) - **Customer Database** (**66%**) SalesManager includes **Quotes/Estimates** and **Customer Database**. However, it does not offer **Dispatch Management**. With **Quotes/Estimates**, teams can create accurate job pricing faster and present customers with clear proposals. Its **Customer Database** also gives businesses a central place to track client details and job history, helping teams respond faster, stay organized, and manage sales opportunities more effectively. Quotes/Estimates 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customer Database 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. 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 SalesManager 27 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commercial/Industrial: For commercial and industrial purposes - Contact Management: Manage, organize, and store contact information - Cost Database: Collection of data related to the costs associated with various items, products, services, or activities - Cost Estimating: Forecast the cost and resources required to complete a project - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Electronic Signature: Digitally sign online documents - For HVAC Companies: Software designed specifically for HVAC companies - Interaction Tracking: Track interaction history by documenting conversations for contacts - Labor Rates: Track, manage, and standardize customer rates for services performed by technicians - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - RFP Management: Manage and process incoming documents detailing requests for proposals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Takeoff: Measure digital plans to calculate labor and materials needed - Templates: Sample files or documents that could be customized as needed or used as is - Workflow Management: 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.