Deal Manager

Deal Manager

Deal Manager

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Use Deal Manager to Stay On Top of Your Proposal Pipeline

Get more follow-up wins with our Deal Manager feature. Deal Manager makes it easy to track pending proposals, receive customer approval remotely, and collaborate across your organization — allowing you to more easily close deals stuck in your proposal pipeline.

Deal Manager’s robust search capability allows you to automatically search proposals by status and prioritize their follow-up sales activities.

Use Deal Manager to instantly search pending deals by the following categories:

2-day “hot” deals
7-day “warm” deals
30-day “cold” deals

Sales Builder Pro is the only tool on the market that provides a quick and easy pending deal search function. Designed to reflect the follow-up sales process HVAC contractors live by, it allows contractors to start each day with a prioritized to-do list and follow up with deals by age, leading to more wins.

As a sales manager's dream machine, it provides instant data on the total number of proposals, wins, and new appointments — providing visibility into the complete sales pipeline with no extra user fees.

Verify Multi-Option Wins Prompts you to verify the customer accepted a quote with more than 1 option to avoid any confusion with rejected proposals.

Deal Notes Apply color-coded comments to proposals to share important updates with your team.

Boost Your Follow-Up Efficiency with the eSign Toolkit

Never Miss a Follow-Up Opportunity!
Our eSign Toolkit is designed to streamline your follow-up process by tracking proposal views and sending daily activity reports straight to your inbox. This powerful feature keeps you connected and organized, ensuring you always know when it’s time to follow up with potential customers.

Stay on Top of Every Proposal.
Real-time updates keep you informed every time a proposal is viewed, helping you respond at the perfect moment.
Get Daily Reports Delivered.
A comprehensive email report each day makes it easy to prioritize which proposals need your attention, helping you save time and focus where it counts.
Customize Notifications to Fit Your Workflow.
With adjustable settings for notification frequency, proposal expiration, and more, you have complete control over your follow-up strategy.

Stay organized, work efficiently, and never let a lead slip through the cracks. The eSign Toolkit keeps you in the loop, empowering you to turn more proposals into closed deals.

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Efficient Timeline Tracking

Unique to Sales Builder Pro, timeline tracking allows you to see what was presented, in what sequence, and for how long. This gives owners and sales managers the ability to know what’s going on inside the home during a sales call. It’s the first and only app to allow you to manage your sales team remotely.

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Win at the Kitchen Table: The Residential HVAC Sales Playbook

Win at the Kitchen Table: The Residential HVAC Sales Playbook

The best HVAC companies don’t have the best closers. They have the best sales process. This free playbook lays out one that wins at the kitchen table, or sets up the follow-up win.

Written for Comfort Consultants, Sales Managers, and Business Owners, with proven practices from our customers.

Inside, you’ll learn how to:

Sell comfort, not specs
Price for profit and protect your margins
Run the same sales call, the same way, every time
Convert think-it-over buyers with a follow-up process

Download the Playbook

Intelligent Mobile Support, Inc.
28420 Blue Pond Trail
Solon, OH 44139-3803

888-980-9119

info@imobilesupport.com

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Sales Builder Pro is a proud member of ACCA, Air Conditioning Contractors of America

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