Your Field Service Software is Now A Full Service Engine
Capture every opportunity, streamline your sales pipeline, and create winning quotes, all within the system you use to manage your daily jobs.
Design Professional Quotes
Stand out from the competition with stunning, professional estimates. Gain complete control over your brand and messaging with deeply customizable, high-visibility estimates that display your expertise and win the confidence of your clients.
Offer Compelling Options
Take complete control with detailed budgeting and the ability to offer financing directly through your estimates. 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.
Automate and Accelerate
Reduce administrative time and ensure no opportunity is missed. Use AI:den’s drafting feature to generate initial estimates based on survey details, saving you valuable time. You can also set up automated follow-up reminders to stay top-of-mind with prospective clients without any manual effort.
Do More With Your Quotes
Take complete control with detailed budgeting and the ability to offer financing directly through your estimates. 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
Gain a single source of truth with a visual sales pipeline that tracks every deal’s status from start to finish. Log every interaction and opportunity from survey to close.
Sales+ Mobile App
Extend full CRM functionality directly to your smartphone. Manage dealboards, log site notes, and track tasks between client visits. Integrated one-touch communication and real-time syncing eliminate end-of-day administrative lag, keeping leads warm while giving managers instant pipeline visibility.
Unlock New Financial Intelligence
Use powerful sales reports to understand your win/loss rates, forecast future revenue, and make the data-driven decisions that fuel predictable growth.
Close More Opportunities With Phones+
Reach prospects with one-click outbound dialing and greet incoming calls with full account context. Every inbound and outbound sales conversation is automatically logged, transcribed, and summarized, keeping your pipeline moving forward without manual record-keeping.
Empower Your Field Reps to Close Deals on the Go
The Sales+ Mobile App extends full CRM functionality directly to your smartphone, empowering field reps and estimators to manage dealboards, log site notes, and track tasks between client visits. Integrated one-touch communication and real-time syncing eliminate end-of-day administrative lag, keeping prospective leads warm while giving back-office managers instant pipeline visibility.
Key Sales Features to Drive Your Growth
Track Every Opportunity with Precision
Manage every lead 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
Our integrated financial tools make it easier for customers to say yes. The self-service portal allows you to quickly generate quotes with clear budgeting and professional branding. Offer attractive customer financing options directly on the proposal to win larger jobs. Customers can accept and even pay a deposit online, accelerating your cash flow.
Unlock Actionable Sales Insights
Move beyond merely 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.
Key Sales Features to Drive Your Growth
Track Every Opportunity with Precision
Manage every lead 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
Our integrated financial tools make it easier for customers to say yes. The self-service portal allows you to quickly generate quotes with clear budgeting and professional branding. Offer attractive customer financing options directly on the proposal to win larger jobs. Customers can accept and even pay a deposit online, accelerating your cash flow.
Unlock Actionable Sales Insights
Move beyond merely 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.
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 Quoting tool is designed to create professional, multi-option quotes 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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