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Salesbuildr

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(1)4.5/5

Salesbuildr is the complete sales system for managed service providers (MSPs). It covers the whole sales process, from finding new customers to growing the accounts you already have, and it starts with quoting. Salesbuildr is built for mid-sized and large MSPs and connects to Autotask, ConnectWise and HaloPSA, plus more than 50 distributor feeds. Find - Prospecting: see which companies visit your website, score them against your ICP with AI, and get a daily email of who visited. - Pipeline: list and swimlane views, stage metrics, and quotes mapped to stages. Win - Quoting: build proposals in one editor from templates, your product catalog and reusable widgets. Customers get an interactive proposal where they can pick options, accept online and sign. - Live distributor pricing and stock in the quote editor, with your markup rules and customer pricing books applied. - Approval workflows on value, discount, markup or ARR thresholds. - Delivery: accepted quotes become Autotask or ConnectWise tickets, or HaloPSA sales orders. Grow - Whitespace: map every client against every service you sell and see the gaps per account. Create a quote or opportunity straight from a gap. - Contracts: push recurring services to PSA contracts and raise renewal proposals. - Storefront: a branded store where clients order your services at your prices. - Leasing: show monthly lease payments on hardware proposals. Enable - One portfolio of products, services and bundles that every quote pulls from. - A shared template library, so every rep quotes from the same playbook. - Roles and permissions, pricing books, price file imports, multi-currency quoting and proposals in the customer's language. Integrations include two-way sync with Autotask, ConnectWise and HaloPSA, HubSpot, distributors such as Pax8, KPN RoutIT and LeaderCloud, and a public REST API with webhooks. Most MSPs are live in 2 to 4 weeks. IMS Solutions Group, a 30-person MSP on Autotask, cut its average sales cycle from 92 days to 10 after moving its proposals to Salesbuildr. Urban Network built 12 to 15 proposal templates that cover 90% of its business.

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