SalesManager Reviews

“User-friendly tool

Pros

I find it easy to use and it provides a clear, organized sales process that makes everything more efficient.

Cons

The formatting of agreements is not great and I think it would be better if it changed in WORD.

“Decent tool but could be a lot better

Pros

It is a practical tool that allows us to manage all our contacts, proposals and bids in one central place.

Cons

I find the template feature a bit tricky to manage.

“Meets the expectations

Pros

At North Boundary I mainly use it for managing projects. I keep track of all client information, estimates, proposals and job progress in one place. From my experience this feature really covers everything I need. What I love most is the worksheet where I can enter key cost details like burden rates. Also this allows me to set appropriate sales margins to ensure the business stays profitable. Understanding costs and creating the right margins is essential for any business and this help us in this matter. Plus there are lots of useful reports we can generate from the project management section helping us estimate sales, manpower requirements and cash flow.

Cons

My only issue is that I wish I had more knowledge of all the features and benefits the system provides. Or I hope in near future they offer more affordable or free online training tailored to users needs.

“Reliable and valuable

Pros

I like being able to see estimates from all users and track daily sales numbers.

Cons

We need to input all the takeoff information manually which takes a lot of time and I'd like to see improved takeoff capabilities.