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FOR MSP SALES TEAMS

Quoting at the core.
One complete system around it

Quotes from your catalog at live distributor pricing, straight into Autotask, ConnectWise or Halo. We take the manual work off MSP sales teams.

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Live in 2–4 weeks 30-day ROI guarantee
Works with Autotask ConnectWise Halo PSA
Trusted by MSPs worldwide
Nostra Urban Network Logivision Technologies TCA Telecom PGH Networks IMS Solutions Group, now General Informatics
Synced with 50+ distributors
Ingram Micro
TD SYNNEX
Pax8
Exclusive Networks
ALSO
D&H
Westcoast
Infinigate
Copaco
Dicker Data
ScanSource
Exertis
Leader Systems
BlueStar
See all distributors →
THE HIDDEN COST

The bill incoherent selling sends every month

It rarely shows up as a line item, but the team pays it anyway, before and after the first invoice.

Longer cycles

Every quote reinvented; the customer waits while the team rebuilds what should already be standard.

Margin leakage

Exceptions, one-off discounts, and ad-hoc pricing when the shared standard is missing.

Rework after signature

Operations hunts for what was sold; onboarding starts late because the deal wasn’t clean.

Revenue leakage

What falls between quote, contract, and invoice rarely comes back.

Forecast fog

Pipeline becomes a story, hard to steer on numbers the whole team trusts.

Hero dependence

Growth hangs on a few people who know how the chaos works, and on you.

BUILT FOR MSP SALES · WORKS WITH YOUR PSA & DISTRIBUTORS
SEE IT IN ACTION

How MSPs Actually Use Salesbuildr

IMS Solutions Group went from 92-day sales cycles to proposals closed in under an hour. Hear it straight from their CEO.

WIN · COMMIT · GROW

Win on One Side, Grow on the Other

The funnel wins customers; the Commit keeps them. Grow is how you expand.

WIN

01Prospecting

Enough good leads, steadily

02Pipeline

Follow up opportunities proactively

03Quote

A solution from your portfolio, aligned to the customer question

Commit

contract = handover

Handover without manual work

Signed deals handed into the PSA with less manual re-entry
GROW

04Delivery

Operations works from projects and tickets

05Contracts

Recurring quote lines become PSA contracts

06Growth

Growth from the base, no new logo needed

Platform · capabilities that run Win → Commit → Grow

When Foundation is set up properly, these Platform capabilities carry Prospecting through Growth without rework. Win → Commit → Grow is the motion; these cards execute it; Foundation below is the ground.

PLATFORM

Prospecting

Attract and qualify the right MSP opportunities, enough good leads, steadily.

→ Pipeline that starts from real demand, not cold guessing.

 PLATFORM

Pipeline

Follow opportunities with a shared framework so deals move, not stall.

→ Forecasts tied to what you actually proposed.

 PLATFORM

Quoting

Build proposals from your portfolio, aligned to the customer question, priced consistently.

→ Consistent proposals in minutes, with margin guardrails.

 PLATFORM

PSA sync

Hand signed work into Autotask, ConnectWise, or Halo without re-typing the deal.

→ Signed proposals flow back, so nothing is entered twice.

 PLATFORM

Delivery

Operations starts from what was sold, projects and tickets, not reinterpretation.

→ Operations sees exactly what was sold before the kickoff call.

 PLATFORM

Contracts

Turn recurring quote lines into PSA contracts your billing and renewals can trust.

→ MRR and expirations stay visible, so renewals start from context.

 PLATFORMAdvanced

Whitespace

Find expansion in the existing base, growth signals without a new logo hunt.

→ Every gap visible, prioritized by revenue potential.

 PLATFORMPremium

Leasing

Show hardware lease options in the quote so customers can choose a term that fits.

→ Customers pick a term; hardware deals stop stalling on budget.

 PLATFORMPremium

Storefront

Let customers order from an approved catalog, self-serve without breaking your rules.

→ Orders auto-convert into your PSA or CRM, no manual re-entry.

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Win → Grow only holds when Foundation underneath is shared, one catalog, rules, and templates the whole team sells from. It works when your PSA and catalog are set up right, and that's what onboarding covers.

Foundation · what Win to Grow runs on
FOUNDATION

Portfolio

Keep your approved offer catalog in sync with distributor pricing and your PSA, one place reps sell from.

→ One truth, quoted the same by every seller.

 FOUNDATION

Template library

Reusable quote and widget templates linked to your portfolio so the team finishes proposals in minutes.

→ A proposal preset in minutes, in your tone.

 FOUNDATION

Distributors

Connected distributors in one view, live pricing and availability tied to your portfolio and PSA.

→ Best-price selection without re-keying.

 FOUNDATION

Multi-language

Customer-facing labels and on-demand translation so you sell across markets without rebuilding every proposal.

→ Sell across markets without rebuilding.

 FOUNDATION

Pricing books

Customer-specific fixed prices that can apply automatically and take priority over dynamic catalog pricing.

→ Negotiate once; sellers pull the right price.

 FOUNDATIONAdvanced

Advanced approval workflows

Threshold rules and multi-step approver flows so margin guardrails scale without slowing quotes.

→ Margin guardrails that never stall a deal.

 FOUNDATIONPremium

Roles & permissions

Granular access beyond Admin vs base user, separate who builds the catalog from who sells.

→ Catalog, quoting and oversight separated.

 FOUNDATIONPremium

Multi-currency quoting

Quote customers in the currencies you sell, with a single default currency available on every plan.

→ Daily ECB rates; history is not repriced.

 FOUNDATIONPremium

Pricing imports

Load special bids and deal-reg price files via CSV/Excel/paste into the catalog, an open quote, or both.

→ Supplier spreadsheets become quote lines.
CUSTOMER STORIES

See How MSPs Grow with Salesbuildr

Explore the sales processes, proposal workflows, and revenue wins behind forward-thinking MSP teams.

View customer stories
Nostra team accepting the Pax8 Beyond Peak Performance EMEA award
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Automation

Nostra: From half a day to a couple of minutes

How a 350-person Irish IT provider replaced manual, error-prone proposals with one source of truth, cutting proposal time by 90%.

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Urban Network logo
Standardization

Urban Network: One portfolio, cleaner Autotask handoff

How a mature UK MSP built 12–15 templates covering 90% of its business and sharply reduced Autotask sync issues once templates and mappings were in place.

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Logivision Technologies logo
Templates

Logivision: From copy-paste chaos to templates

How a 20-person Ohio MSP killed embarrassing pricing errors with smart templates and real-time distributor pricing.

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PLANS

Pricing when you’re ready

Plans for quoting-focused teams through full sales operations. Currency defaults to EUR for European visitors. Switch anytime on the pricing page.

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