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:
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.
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.