SalesManager

Pros: easy to use and provides a sales process.

Cons: formatting of agreements is poor and need to be cleaned up in WORD

Pros: Easy way to manage contacts, proposal and bids all in one place.

Cons: The template feature is a bit difficult to manage.

Pros: My primary usage in North Boundary is project management. I do all my client information, estimating, proposal writing and job tracking. In my experience you can run everything through this one feature. My favorite part is the worksheet. You input all your critical company cost information (such as burden rates) which then allows you to set up sales margins to allow you to be profitable. Nothing more important than understanding your costs and creating the proper sales margins to run your business. There are so many reports you can run from Project Management that allow you to estimate sales, manpower requirements, and cashflow.