Create accurate proposals and manage your sales funnel to win and retain customers.

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Build Profitable Proposals

Apply built-in pricing models to your customer’s equipment inventory to create project and maintenance contracts that always meet margin goals.

Automate and Manage Sales

Streamline and measure the entire sales process with seller workflows that move accounts from prospect to survey to proposal to follow up to signature.

Win With a Professional Pitch

Secure more contracts by providing customers clear and professional proposals with detailed equipment operating cost analyses and electronic signature.

Impact of Sales Efficiency

BlueHat Mechanical has experienced over 40% revenue growth in the last year* since building out their sales team and using NorthBoundary to conduct site surveys, prepare proposals, and secure new projects/maintenance agreements. BlueHat secured 50% more planned maintenance work while only adding 10% more technician capacity thanks to a robust tech stack that includes ServiceTrade and NorthBoundary.

* year-over-year, trailing twelve months

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