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STOP QUOTING,
START SELLING

Commusoft Sales

Don't aimlessly send quote after quote. Track the sales process from start to finish and stand out from the competition with proposals that drive your revenue.

A new sales CRM from Commusoft, launching in 2022.

Commusoft Sales logo

Take control of your sales pipeline

Sales CRM Software

Moving opportunities through the sales pipeline

No matter whether you call it selling, quoting, or estimating - winning work is a vital part of your business. That's why we're building a sales system designed specifically for field service businesses, so you can gain more control over your sales process, manage costs and profit margins with ease, and ultimately increase revenue when the job is won.

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concrete background
Moving opportunities through the sales pipeline

Sales management for field service

Integrated system

Extend Commusoft's Jobs solution with a natively-integrated sales CRM for field service businesses.

Opportunity tracking

Every opportunity for work has a unique record, so you can view everything important in one location.

Sales pipeline

Track opportunities as they move through your pipeline and see how best to keep them progressing.

Proposal builder

Build sleek proposals in minutes with a drag-and-drop builder, convenient templates, and smart pricing options.

Proposal portal

Customers accept proposals through a guided portal with opportunity to upsell, take payments, and more.

Budgeting

Connect parts, prices, labor rates, and more into your proposals for accurate budgeting and profit margins.

Sales communications

Schedule follow up calls, emails, and tasks to stay on top of your opportunities, plus build automated sequences.

Financing

Offer customers reliable finance options within their proposal, so you have more ways to get paid.

Sales reports

Report on sales to learn why you win or lose opportunities, who sells the most, and how much you're earning.
  1. Speed up quoting with beautiful proposal templates

    Proposals

    Build sleek, personalized proposals in minutes and drive your sales pipeline with a convenient template for each type of work you offer. See the difference that quick, professional documents make in your sales process!

    • Add multiple options, add-ons, and upsells to drive revenue
    • Convert more with images and videos directly in your proposals
    • Embed real-time pricing tables for accurate parts and materials
    Sales proposal builder
  2. Increase conversion by monitoring the entire sales process

    Sales CRM

    Sending the quote is only the beginning. With Commusoft Sales, you'll know the exact status of every opportunity, can track all previous communications, and can plan conversion-driving follow up activities. Keep your eye on the process and ensure you convert more customers.

    • See every opportunity at each stage of your pipeline
    • Know which leads need to be contacted and when
    • Enroll leads in communication sequences to follow up automatically
    Sales opportunity dashboard showing a scheduled activity
  3. Ensure profitability by tracking exact costs and margins

    Financial tracking

    Winning more customers is a start, but it's essential that you charge the right price to maximize your profits. Every proposal in Commusoft keeps track of your margins, including materials, labor, and other expenses so you can see exactly how much profit is projected.

    • Track total spend vs billable for each proposal
    • Compare real-time part prices across vendors
    • Pull in pricing items from your Jobs system
    Sales proposal pricing and margins
  4. Grow your revenue at every step of your pipeline

    Upsell and finance

    Growing your revenue doesn't stop at increasing conversion and charging the right price. Commusoft Sales gives your business unique ways to push your revenue even further, such as cross-selling your services, upselling higher value parts and installations, and even offering finance to help secure customers.

    • Cross-sell services with optional add-ons
    • Upsell assets with greater value and higher margins
    • Offer finance to attract more customers (subject to approval)
    Sales proposal portal

Join thousands of trades professionals

Ideal for the whole team

  • Business Owner

    As a business owner, you're no doubt very busy handling the big picture. With our Sales solution, you don't have to worry about tracking sales and quoting. Stay on top of it all with our thorough sales CRM, pipeline tracking, and reporting.

  • Sales Manager

    As a sales manager, your main goal is to support your team and help them make as many sales as you can. With our Sales solution, you can track every opportunity, proposal sent, and follow up to identify both your team's strengths and weaknesses.

  • Salesperson

    As a member of the sales team, it's important to focus on selling and not get bogged down with admin. With our Sales solution, you have the tools to make more sales: all your communications in one place, a sleek and quick proposal builder, and convenient activity scheduling.

  • Surveyor

    As an on-site surveyor, your job is to assess the property and provide all the necessary work details to your team who will close the deal. With Commusoft, your site crew can easily record the relevant information via their mobile app and add it to the customer record.

Ideal for the whole team

Discover Commusoft's Other Solutions

Commusoft Jobs LogoJobs

Commusoft's core offering for field service businesses

Job management is the foundation of what Commusoft do, from scheduling and dispatch to invoicing and communications, it's all here in one system.

Jobs Overview

Commusoft Chat LogoChat

Expand on the Jobs system with integrated team chat

For businesses who wish to move away from unprofessional messaging services and access organized, logged communications for their whole team.

Chat Overview