BuildOps CRM vs ServiceTrade SalesManager

BuildOps CRM is a complete sales system that is based on time proven service sales processes. BuildOps CRM is designed to guide your team through the sales process from suspect development to a closed sale and turnover to operations. BuildOps CRM contains tools to streamline the sales process, these tools include a mobile surveying tool, service contract and project estimating, proposal generation. With the mobile application, sales reps and managers will be able to manage their sales funnel, view and track their activities, access historical information on current and potential clients. First in the industry, designed to meet the needs of the mechanical service contractor, our mobile surveys cover building operations, equipment, and financial information. BuildOps CRM designed the tool to improve accuracy and detail of information and decrease the time it takes to complete a survey. Combine multiple surveys into one Improve accuracy and detail Export Survey as Equipment List for Service Management Software Pushes to BuildOps CRM Estimating tool Designed for in the field, easily collect detailed information on any piece of equipment and attach pictures. Make / Model / Serial / Belts / Filters / Refrigerant / Tonnage / HP Condition Report Take Pictures Take Notes / Special Needs

Simplify collection of asset details from rooftops and in mechanical rooms while on-site at perspective customer locations. Gather details such as make and model of mechanical equipment, along with pictures of manufacturer tags and the equipment itself. Asset information collected is used with SalesManager to generate pricing and proposals for planned maintenance agreements. A valid licensed user for SalesManager is required. SalesManager helps you grow your business through building profitable proposals, automatically tracking sales goals, and closing deals with a professional pitch that includes the prospect’s current owning and operating costs.