---
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 simplifies the unique workflows needed to win service agreements and project proposals in the commercial service industry.
> 
> Verdict: Rated **4.5/5** by 4 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Key benefits of SalesManager

Build Profitable Proposals

- Apply pre-built or customizable pricing models to the customer’s equipment inventory to create contract pricing that meets your profit margin goals.
- Set different profit margin goals for different types of work including spot, add-on, replacement, plan/spec, design/build, etc.
- Perform sales audits with sellers or technicians with any experience level with the SalesManager mobile application to inventory equipment by model number.

Automate and Manage Sales

-Use the SalesManager CRM dashboard to track daily, weekly, and monthly progress towards sales goals.
- Streamline and measure the entire sales process with seller workflows that move accounts from prospect to survey to proposal to follow up to signature.
- Report on sales KPIs: Sales Volume, Labor Hours, Prospecting Activity, Sales Quotes and Bookings
Dials, Contacts and Appointments, Quota Attainment

Win With a Professional Pitch

- Secure more contracts by providing customers clear and professional proposals with electronic signature.
- Customize proposal templates any way you like and deliver them printed or electronically.
- Show the prospect the financial benefits of implementing your service program using their current owning and operating costs.

## 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
- **Pricing Details**: Please contact us for your custom pricing.
- **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 (1420 reviews)
2. [Kickserv](https://www.getapp.ca/software/8259/kickserv) — 4.4/5 (387 reviews)
3. [JobNimbus](https://www.getapp.ca/software/100342/jobnimbus) — 4.6/5 (481 reviews)
4. [HoneyBook](https://www.getapp.ca/software/108739/honeybook) — 4.7/5 (678 reviews)
5. [Sage 100](https://www.getapp.ca/software/122371/sage-100cloud) — 4.1/5 (369 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

-----

### "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> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Review, Compare and Evaluate small business software. GetApp Canada has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.ca","url":"https://www.getapp.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.ca/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"SalesManager","description":"SalesManager helps commercial service contractors grow and scale their business by improving their sales engine. Collect equipment inventory, apply maintenance-based pricing, setup and organize complex project pricing, generate and win profitable proposals and service agreements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/193cf68b-11d6-4ae2-878f-acc6dde5cab7.png","url":"https://www.getapp.ca/software/2066558/northboundary","@id":"https://www.getapp.ca/software/2066558/northboundary#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":4},"offers":{"price":"1","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.ca/software/2066558/northboundary#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/230/crm/software","@type":"ListItem"},{"name":"SalesManager","position":3,"item":"/software/2066558/northboundary","@type":"ListItem"}]}]}
</script>