Win High-Value Service Agreements

Create professional proposals, streamline your sales process, and convert more prospects into profitable, long-term customers with SalesManager CRM.

Commercial Contractors Scale Faster With SalesManager

Build Profitable Proposals

• Create contract pricing with pre-built or customizable models tailored to your equipment inventory.
• Set profit margin goals by work type, like maintenance, inspections, or repairs.
• Perform sales audits using an intuitive mobile app that inventories equipment by model number.
• Combine individual location estimates into a unified multi-site proposal to drive faster approvals.

Simplify Commercial Sales Management

• Track daily, weekly, and monthly progress toward sales goals directly in the SalesManager CRM dashboard
• Accelerate deals through structured workflows that move accounts from prospect to signature.
• Monitor KPIs like sales volume, seller activity and performance, and projected labor hours.

Win With A Professional Pitch

• Secure more contracts by providing customers with clear and professional proposals.
• Customize proposal templates for print or electronic delivery.
• Demonstrate the financial benefits of implementing your service program using the prospect’s current owning and operating costs.

Unify Sales and Service Operations

• Service smarter by sending approved proposals directly into ServiceTrade to start work without delay.
• Eliminate re-entry and automatically transfer customer, equipment, and contract details.
• Schedule recurring jobs faster and manage work across the entire equipment lifecycle from one platform.