Last Updated
Overview
SalesManager combines CRM, ERP, and project management in one streamlined platform, giving users full visibility across sales, inventory, and operations. While it may not suit teams needing highly specialized modules, it’s a smart choice for businesses that prefer an all-in-one system that just works—no stitching tools together.
Overall Rating
Based on 4 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
SalesManager Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is SalesManager?
SalesManager Online is an integrated business management platform that combines customer relationship management (CRM), enterprise resource planning (ERP), and project service automation (PSA) into a single, seamless environment. This unified approach provides a complete 360-degree view of your business, helping to eliminate data silos between sales, inventory, and project teams.
By centralizing core operations, SalesManager enables businesses to manage customers, orders, and projects with greater efficiency and clarity.
SalesManager Pricing
Businesses can choose from the following SalesManager price plans:
- SalesManager Online Professional - £55/user/month
- SalesManager Online Professional + - £70/user/month
- SalesManager Online Deluxe Editie - £85/user/month
Disclaimer: The pricing is subject to change.
SalesManager Integrations
SalesManager integrates with numerous third-party apps and systems, including:
- Twinfield
- MS Office
- Google Calendar
- Magento
- MailChimp Software
- Qlik
Who Is SalesManager For?
The software caters to businesses across various industries and sectors, including:
- Wholesale
- Trading
- Field services
- Professional services
Is SalesManager Right For You?
If your organization struggles with data silos between sales, inventory, and service delivery, SalesManager is the right choice. Its standout strength lies in providing a truly integrated CRM, ERP, and project management solution within a single platform.
The software offers a unified environment to streamline workflows and enhance visibility. It is built for companies that value a pre-integrated, all-in-one system over a collection of disparate applications.
Still doubtful if SalesManager is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SalesManager Features
Account Management
This module provides a centralized database for all customer and supplier information, with no limits on searchable fields. It ensures seamless data synchronization with accounting ledgers like Twinfield and allows for defining complex corporate structures and third-party relationships for each account.
Agenda Management
SalesManager facilitates a team-based approach to scheduling, allowing authorized users to view multiple calendars and create appointments for colleagues. To ensure all activities are aligned, the agenda and to-do lists can be fully synchronized with both Microsoft Outlook and Google Calendar.
Workflow Management
The platform offers event-driven automation to streamline daily business operations. It can trigger workflows from any event, such as an overdue invoice or contract expiration, initiating automated tasks, email notifications, or mail-merged documents to ensure timely and consistent follow-up actions.
Document Management
SalesManager includes a comprehensive document management system where files of any format can be stored or linked. Documents such as proposals, price lists, or purchase orders can be attached to any object within the system, including accounts, opportunities, or projects.
Pros And Cons of SalesManager
Pros
Offers offline access on mobile applications
Automates routine tasks and follow-ups
Centralizes all customer and supplier data
Cons
Data accuracy can require verification
Fewer customization options than larger CRMs
SalesManager Reviews
Total 4 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Facilities Services, N/A employees
More than a year
“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.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Construction, N/A employees
More than a year
“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.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Construction, N/A employees
More than a year
“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.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does SalesManager offer an API?
The vendor hasn't provided details about the API availability.
Does SalesManager offer a mobile app?
Yes, it offers Android and iOS mobile applications.
What languages does SalesManager support?
SalesManager software is primarily available in English and Dutch.
What types of pricing plans does SalesManager offer?
The vendor offers bundled plans that combine different modules, including SalesManager Online Professional (£55/user/month), SalesManager Online Professional + (£70/user/month), and SalesManager Online Deluxe Editie (£85/user/month). Get in touch with us for a tailored SalesManager cost estimate.
What other apps does SalesManager integrate with?
SalesManager integrates with a range of business tools, including financial software like Twinfield, e-commerce platforms like Magento, and office suites like MS Office 365 and Google Workspace.
Who are the typical users of SalesManager?
Businesses in various industries and sectors, including wholesale, trading, field service, and professional services benefit from SalesManager features.
What level of support does SalesManager offer?
SalesManager offers support through phone, email, and ticket system.