---
description: Detailed reviews on SalesManager based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare SalesManager with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: SalesManager Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [SalesManager](/software/2066558/northboundary)

# SalesManager

Canonical: https://www.getapp.ca/software/2066558/northboundary

> SalesManager is proposal, estimating, and sales management software built for commercial mechanical, HVAC, and fire protection contractors.
> 
> Verdict: Rated **4.5/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of SalesManager

\- Use sales software built for commercial contractors. SalesManager helps mechanical, HVAC, fire protection, and life safety contractors manage estimating, proposals, service agreements, and sales activity without relying on disconnected spreadsheets or generic CRM tools.

- Build more accurate and profitable proposals. Teams can apply configurable pricing models, organize customer and equipment details, set margin goals, and create professional proposals for service agreements, repairs, replacements, add-on work, and projects.

- Standardize quoting across reps, branches, and service lines. SalesManager helps reduce inconsistent estimating and proposal processes so teams can improve accuracy, protect margins, and give customers a more professional buying experience.

- Connect sales to service delivery. When used with ServiceTrade, SalesManager connects opportunities, inspections, deficiencies, asset history, customer communication, field service, and approved work in one shared system.

- Capture more revenue from inspections and deficiencies. Fire protection and life safety contractors can turn inspection findings and required repairs into recommendations, proposals, and follow-up that help reduce missed revenue.

- Grow service agreement revenue. Mechanical and HVAC contractors can use SalesManager to price, propose, and manage recurring maintenance agreements with better visibility into scope, equipment, customer needs, and profitability.

- Improve pipeline visibility and sales follow-up. Sales leaders can track opportunity status, proposal progress, customer engagement, and follow-up activity so teams can spot stalled deals and move more work toward approval.

- Connect SalesManager with the systems your business already uses. SalesManager can support integrations across field service, accounting, CRM, email, website, reporting, and other business systems.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 4 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support Software | 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 Software
- Collaboration Tools
- Commercial/Industrial
- Contact Management Software
- Cost Database
- Cost Estimating
- Customer Database
- Customizable Branding
- Customizable Forms
- Customizable Templates
- Data Import/Export
- Electronic Signature
- For HVAC Companies
- Interaction Tracking
- Labor Rates
- Lead Management Software
- Quotes/Estimates

## Integrations (2 total)

- Salesforce Sales Cloud
- ServiceTrade

## Support Options

- Email/Help Desk
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)

## Category

- [CRM Software](https://www.getapp.ca/directory/230/crm/software)

## Related Categories

- [CRM Software](https://www.getapp.ca/directory/230/crm/software)
- [HVAC Estimating Software](https://www.getapp.ca/directory/1111/hvac-estimating/software)
- [Proposal Management Software](https://www.getapp.ca/directory/340/proposal-management/software)
- [Construction CRM Software](https://www.getapp.ca/directory/759/construction-crm/software)

## Alternatives

1. [Jobber](https://www.getapp.ca/software/90723/jobber) — 4.6/5 (1475 reviews)
2. [JobNimbus](https://www.getapp.ca/software/100342/jobnimbus) — 4.6/5 (482 reviews)
3. [Kickserv](https://www.getapp.ca/software/8259/kickserv) — 4.4/5 (387 reviews)
4. [HoneyBook](https://www.getapp.ca/software/108739/honeybook) — 4.7/5 (686 reviews)
5. [Sage 100](https://www.getapp.ca/software/122371/sage-100cloud) — 4.1/5 (410 reviews)

## Reviews

### "Options to drive your business" — 5.0/5

> **Dean** | *May 24, 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.

-----

### "When is Vince out of the picture?" — 4.0/5

> **Joseph** | *June 1, 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** | *May 31, 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.

-----

### "Value and Consistency" — 5.0/5

> **Bill** | *May 23, 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 GetApp](https://www.getapp.ca/software/2066558/northboundary)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/northboundary/> |
| en-AE | <https://www.getapp.ae/software/2066558/northboundary> |
| en-AU | <https://www.getapp.com.au/software/2066558/northboundary> |
| en-CA | <https://www.getapp.ca/software/2066558/northboundary> |
| en-GB | <https://www.getapp.co.uk/software/2066558/northboundary> |
| en-IE | <https://www.getapp.ie/software/2066558/northboundary> |
| en-NZ | <https://www.getapp.co.nz/software/2066558/northboundary> |
| en-SG | <https://www.getapp.sg/software/2066558/northboundary> |
| en-ZA | <https://www.getapp.za.com/software/2066558/northboundary> |
| fr | <https://www.getapp.fr/software/2066558/northboundary> |
| fr-BE | <https://fr.getapp.be/software/2066558/northboundary> |
| fr-CA | <https://fr.getapp.ca/software/2066558/northboundary> |

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