Frequently Asked Questions

Salesbuildr is a complete sales operations platform built for managed service providers (MSPs), combining quoting, proposal automation, portfolio management, whitespace analysis, and two-way PSA sync in one connected system.

Salesbuildr is built for MSPs of every size, from small teams to organizations running hundreds of active clients. It’s trusted by IT companies across 20+ countries, serving customers from four regional bases.

Salesbuildr is purpose-built for the MSP sales motion and the PSA stack MSPs already run, such as Autotask, ConnectWise Manage, and HaloPSA, with native two-way sync. A generic CPQ tool bolted onto a PSA typically only offers a one-way export, leaving your team to re-key data by hand.

Whitespace Analysis compares every client’s existing services against your full portfolio to reveal coverage gaps, then estimates the revenue value of closing each one, turning your existing client base into a mapped source of upsell opportunity.

Portfolio Management standardizes your product and service catalog, giving you control over pricing, packaging, and consistency across every rep and every quote, instead of scattered spreadsheets and templates.

Bundles let you package pre-configured sets of products and services that customers can self-select, standardizing pricing and reducing quoting time while increasing average deal size.

Prospecting identifies the companies visiting your website, scores them against your ideal customer profile (ICP) with AI, and follows every marketing campaign through to closed-won, all natively inside Salesbuildr. It’s currently in private preview; see the Prospecting page for full details.

Yes. The Premium plan includes a branded storefront for 24/7 self-service ordering, so clients can purchase on their own schedule without a rep in the loop.

Salesbuildr has three plans: Standard, Advanced (most popular), and Premium, priced monthly and billed in USD, EUR, GBP, AUD, or CAD. See the Pricing page for current rates and a full feature comparison.

The onboarding fee covers initial setup, PSA integration, template customization, team training, and configuration of your distributor connections. Most MSPs are fully operational within 2–4 weeks.

Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.

Additional users can be added to any plan for a per-user monthly fee. Contact our sales team to discuss the right fit for your team size.

Contact our sales team to discuss annual payment options and potential discounts for larger teams or multi-year commitments.

Salesbuildr connects natively to Autotask, ConnectWise Manage, and HaloPSA, each with two-way synchronization.

Two-way. Salesbuildr pulls your product catalog, companies, contacts, and agreements from your PSA, then pushes opportunities and sales orders back automatically the moment a proposal is approved, no manual re-entry.

Salesbuildr connects to 50+ distributors worldwide, including Pax8, Ingram Micro, TD SYNNEX, and ALSO, pulling live pricing and availability directly into every quote.

Yes, a native HubSpot integration is available alongside the PSA and distributor integrations.

Yes. API access is included on the Premium plan, giving you programmatic access for custom integrations and automation.

Most MSPs are up and running within 2–4 weeks, across three calls: a 15–30 minute setup call, a foundations call covering platform basics and templates, and a mastery call after about a week of real usage.

Every customer can reach the Salesbuildr support team through the help center. Premium plan customers also get a Dedicated Success Manager for ongoing, hands-on support.

Salesbuildr’s data handling practices are documented in our Privacy Policy. Newer modules, like Prospecting, are built around explicit GDPR gating, company-level identification under legitimate interest, with person-level enrichment requiring an explicit click and full audit logging of who acted, when, and under what lawful basis.

See the Terms and Conditions and Privacy Policy pages for the full legal text. A Vulnerability Disclosure Program is also available for security researchers.