Your Single Source of Truth for Every Customer
Commusoft’s core Jobs platform now features an integrated sales platform to capture every opportunity, streamline your sales pipeline, and create winning quotes using Proposal+, all within the system you use to manage your daily jobs.
A Smarter Sales Pipeline, from Field to Finish
Capture Every Opportunity
Manage every lead from a single with one powerful screen. When an opportunity is created, you can add detailed notes, assign it to a salesperson, and log every piece of Sales communication to maintain a complete history. Schedule follow-ups, emails, and tasks to move opportunities through your sales pipeline faster.
Streamline Quoting and Payments
Win more work by quoting faster. Sales+ integrates seamlessly with our Proposal+ tool, allowing you to create professional, multi-option “Good, Better, Best” proposals in minutes. Send quotes directly from the field or office, receive digital customer acceptance, and capture deposits on the spot. This collapses your sales cycle and turns “won” opportunities into scheduled jobs, all in one system.
Unlock Actionable Sales Insights
Move beyond just operating with our enhanced integrated reporting. Because your sales and job data are connected, our Sales reports tell you why you’re winning or losing opportunities, who sells the most, and how much you’re actually earning, giving you the path to scale.
Capture Every Opportunity
Manage every lead from a single with one powerful screen. When an opportunity is created, you can add detailed notes, assign it to a salesperson, and log every piece of Sales communication to maintain a complete history. Schedule follow-ups, emails, and tasks to move opportunities through your sales pipeline faster.
Streamline Quoting and Payments
Win more work by quoting faster. Sales+ integrates seamlessly with our Proposal+ tool, allowing you to create professional, multi-option “Good, Better, Best” proposals in minutes. Send quotes directly from the field or office, receive digital customer acceptance, and capture deposits on the spot. This collapses your sales cycle and turns “won” opportunities into scheduled jobs, all in one system.
Unlock Actionable Sales Insights
Move beyond just operating with our enhanced integrated reporting. Because your sales and job data are connected, our Sales reports tell you why you’re winning or losing opportunities, who sells the most, and how much you’re actually earning, giving you the path to scale.
Manage every lead from a single with one powerful screen. When an opportunity is created, you can add detailed notes, assign it to a salesperson, and log every piece of Sales communication to maintain a complete history. Schedule follow-ups, emails, and tasks to move opportunities through your sales pipeline faster.
Win more work by quoting faster. Sales+ integrates seamlessly with our Proposal+ tool, allowing you to create professional, multi-option “Good, Better, Best” proposals in minutes. Send quotes directly from the field or office, receive digital customer acceptance, and capture deposits on the spot. This collapses your sales cycle and turns “won” opportunities into scheduled jobs, all in one system.
Move beyond just operating with our enhanced integrated reporting. Because your sales and job data are connected, our Sales reports tell you why you’re winning or losing opportunities, who sells the most, and how much you’re actually earning, giving you the path to scale.
Win More Bids with an Integrated Proposal Engine
Take complete control of your sales communication with detailed budgeting and the ability to offer Financing options. All sales communications are tracked, and e-signatures are captured for faster processing. Include good, better, best options, add-ons, offer customer Financing options, and capture e-signatures to turn a simple quote into a compelling sales tool that closes deals.
As a general contractor handling both project work and service calls for commercial and multi-family clients, finding the right CRM has been challenging—until we found Commusoft.
Enhanced Visibility Across Your Entire Sales Funnel
Get a single source of truth with a visual Sales pipeline that tracks every deal’s status from start to finish. Log every client interaction and use powerful Sales reports to understand your win/loss rates, forecast future revenue, and make the data-driven decisions that fuel predictable growth.
Capture Valuable Data On Site
Commusoft Sales offers surveyors and estimators a workflow to reliably capture site information through photos, forms, and notes – all from their smartphone. Survey forms are customizable by opportunity type, ensuring your sales team receives the exact details they need. This information can then be reviewed against the opportunity and quickly inserted into proposals with a few clicks.
Key Sales Features to Drive Your Growth
Frequently Asked Questions
Is this a separate CRM system?
No, and that’s the key advantage. Our sales tools are a core, fully integrated part of the Commusoft job management platform. This means your field service data and sales data live in the same system, eliminating double-entry and providing a single source of truth for your entire business.
How does this help with winning bigger, commercial jobs?
Commusoft is built for the complexity of commercial work. The integrated Proposal + tool is designed to create professional, multi-option proposals for high-value, complex jobs. By including detailed Budgeting and customer Financing options, you present a more compelling offer that sets you apart from competitors who may be using tools designed for simpler, residential work.
Can I track my team's sales performance?
Yes. The integrated Sales reports give you deep insights into your entire Sales pipeline. You can track conversion rates by salesperson or service type, analyze the value of your pipeline, and forecast future revenue. This allows you to make data-driven decisions, manage your team effectively, and scale with confidence.
Simplify your workflow. Start your free trial today.
Commusoft is a versatile field service software that helps businesses streamline job conversions, optimise scheduling, and enhance customer service.
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