CRM for service businesses
Manage every opportunity from first lead to approved proposal
SalesManager gives commercial contractors one place to manage every opportunity from first contact through proposal approval. With a clear view of your pipeline and next steps, your team can stay organized, respond faster, and keep more deals moving through every stage of the sales process.
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Clear pipeline visibility makes it easier to grow
Keep opportunities in one place
Track leads, opportunities, estimates, proposals, and customer details in the same sales workflow instead of across spreadsheets and disconnected tools
Stay on top of sales activity
Organize tasks, follow-ups, and next steps around each opportunity so sellers know where to focus and deals keep moving
See your pipeline clearly
Monitor opportunity and proposal status in one place to understand what is progressing, what needs attention, and what work could be coming.
Proposal software that pays for itself
Keep every fire sales opportunity moving
Track inspection contracts, deficiency opportunities, proposals, and follow-ups in one place. SalesManager works with ServiceTrade’s fire protection software to give your team clear visibility from the initial opportunity through approved work.
Build a stronger mechanical sales pipeline
Manage preventive maintenance opportunities, multi-site deals, estimates, proposals, and follow-ups without disconnected tools. SalesManager works with ServiceTrade’s mechanical contractor software to connect sales activity with the work your team delivers.
Bring your commercial sales process together
Keep customer details, opportunities, estimates, proposals, and sales activity in one consistent workflow. SalesManager adds focused CRM capabilities to ServiceTrade’s commercial service software, helping your team stay organized and keep deals moving.
Get a clearer view of your sales pipeline
See how SalesManager helps your team track opportunities, proposals, activities, and follow-ups in one place.
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Create accurate estimates faster
Standardize labor, materials, pricing, and margins before turning each estimate into a professional proposal.
Create proposals that win work
Turn accurate estimates into branded proposals that communicate scope, value, and options—without recreating information in another tool.
Bring your sales process together
Connect estimating, proposals, and sales tracking in one consistent workflow built for commercial contractors.
The latest
Resources for commercial field service businesses
We are excited to share a proud moment with the commercial contractors who make up our community. ServiceTrade has been
As HVAC service providers in the commercial sector, it is crucial to ensure efficient operations and seamless communication with your
Selling more maintenance agreements is one of the best ways to scale your mechanical service business, particularly in a labor
Field service management software
Bring your sales process together
SalesManager replaces scattered spreadsheets and manual tracking with one consistent process for managing contractor sales.
