Salesbuildr
MSP sales platform for prospecting, quoting, and PSA handoff.
About Salesbuildr
Salesbuildr supports the MSP sales process from prospecting and pipeline management through quotes, contracts, and delivery handoff. Teams can build branded proposals from product catalogs, synchronize customer and catalog data with Autotask, ConnectWise, or Halo, and turn accepted quotes into operational work.
Key Features
- Builds interactive proposals using product catalogs and quote templates
- Synchronizes companies, contacts, catalog items, and signed quotes with Autotask, ConnectWise, or Halo
- Creates fulfillment tickets or sales orders from accepted quotes
- Pushes recurring services into PSA contracts
- Tracks pipeline, renewals, and whitespace opportunities
Buyer Guide
MSP Capabilities
- The MSP sales workflow spans prospecting, pipeline, quoting, PSA sync, service delivery, contracts, renewals, leasing, and a client storefront for approved catalog offers.
Pricing and Purchasing
- Salesbuildr lists Standard, Advanced, and Premium plans with USD pricing; Standard includes three users, while Advanced and Premium include five, with extra users and one-time onboarding priced separately.
Onboarding and Support
- Salesbuildr’s one-time onboarding covers the PSA connection, distributor feeds, proposal templates, and team training; Premium includes a dedicated success manager.
Integrations
| Integration | Open |
|---|---|
 Autotask |
No integrations match your search.
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