Move off ConnectWise CPQ and keep ConnectWise Manage in sync.
Salesbuildr is the sales system for ConnectWise MSPs, with quoting as the front door. Build from your ConnectWise catalog and live Pax8 and distributor pricing, send a branded proposal, and the opportunity in ConnectWise Manage stays current while you sell. Won work comes back as a sales order. Live in 2–4 weeks.
How we handle your PSA data: Security and legal
What ConnectWise MSPs tell us about quoting today
The current quoting tool feels clunky, and only a few people know how to use it.
Salesbuildr gives your team one quote editor with saved templates and a grid view for line items, so anyone on the team can build a quote.
You only see what a quote looks like once you export it to PDF.
The cover page, styling and wording come from your template, so every quote goes out in the same branded layout, and the customer accepts it online.
Pax8 and distributor products have to be created by hand before you can quote them.
Search Pax8 and your other connected distributors from inside the quote and add products at live price and stock.
The opportunity in ConnectWise gets updated by hand, or not at all.
Quotes and opportunities sync with ConnectWise Manage as you work, and an accepted quote creates the sales order, so nothing needs retyping.
What if it turns out worse than what we had?
Run it on real quotes. Salesbuildr can run next to your current tool while your team moves over, and you are covered by the 30-day money-back guarantee and the 30-day ROI guarantee.
Switching from ConnectWise CPQ or Sell?
Salesbuildr imports your catalog, keeps ConnectWise Manage as the source of truth and syncs products, opportunities, sales orders and agreements both ways. Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff.
See the side by side comparisonTurn ConnectWise Agreements Into a Revenue Map
Salesbuildr reads the agreements and services already sitting in ConnectWise Manage and compares them against your live portfolio, revealing exactly which customers are missing coverage, and what closing that gap is worth.
Identify Service Gaps
Instantly see which customers lack essential services, revealing clear upsell opportunities straight from their ConnectWise agreement data.
Maximize Revenue Per Customer
Use contract data pulled from ConnectWise Manage to identify the customers with the highest revenue potential for targeted campaigns.
Contract Intelligence
Compare current ConnectWise agreements against your latest service offerings to optimize pricing and packages before you quote.
Renewal Optimization
Never miss a contract renewal opportunity again, with automated tracking and intelligent alerts fed straight from ConnectWise Manage.
| Company | Security | Backup & DR | Cloud / M365 | Est. gap |
|---|---|---|---|---|
| 3Portals | Covered | Covered | Gap | €3,200 |
| Axoft | Covered | Gap | Covered | €1,900 |
| Pioneer 360 | Gap | Gap | Covered | €7,400 |
| Kaminari IT | Covered | Covered | Covered | – |
Everything ConnectWise Quoting Software Should Sync, Automatically
See exactly what data flows between Salesbuildr and ConnectWise Manage, with automatic sync in both directions, and webhook support for instant updates.
Products → ConnectWise Product Catalog
Complete product sync with pricing, manufacturer info, and custom fields.
Services → ConnectWise Additions
Sync service offerings with pricing and delivery method details.
Inventory → ConnectWise Inventory
Real-time inventory levels and warehouse location tracking.
Companies → ConnectWise Companies
Full company sync with addresses, contacts, and account managers.
Opportunities → ConnectWise Opportunities
Push opportunities into ConnectWise automatically when Salesbuildr proposals are approved.
Sales Orders → ConnectWise Sales Orders
Create sales orders in ConnectWise the moment a Salesbuildr proposal is approved.
Agreements → ConnectWise Agreements
Sync agreement data for comprehensive whitespace analysis across your customer base.
Built for How ConnectWise Manage Actually Works
Experience the most comprehensive ConnectWise integration available, built by MSP experts who understand your workflow requirements.
Automatic Sync
All updates flow automatically between Salesbuildr and ConnectWise, with webhook support for instant data updates.
Complete Catalog Import
Import your ConnectWise product catalog including pricing, manufacturer info, custom fields, and inventory levels for full visibility.
Customer Data Sync
Sync contacts linked to companies with email, phone, and job title. Company records include site address, type, and account manager.
Sales Process Automation
Push opportunities and sales orders to ConnectWise automatically when proposals are approved, so work moves from sales to delivery without retyping.
Agreements & Whitespace Analysis
Automatically synchronize agreements and get whitespace insights on service gaps and upsell opportunities across your customer base.
Why MSPs Choose Salesbuildr for ConnectWise
Direct connection to the ConnectWise API, built by a team that lives and breathes MSP sales operations.
Secure API Integration
Direct connection to ConnectWise APIs ensures secure, reliable data transfer with enterprise-grade encryption.
Instant Synchronization
Automatic sync keeps your sales data perfectly aligned between Salesbuildr and ConnectWise, quote after quote.
Complete Workflow Integration
From lead capture to project delivery, maintain connected workflows across your entire organization.
Transform ConnectWise Into a Revenue Engine
Stop wasting hours on manual tasks and unlock the full potential of your PSA investment.
Revenue Opportunity Identification
Identify gaps in each customer’s technology stack through whitespace analysis, proactively suggesting solutions for targeted up-sell and cross-sell.
Streamlined Quote-to-Service Workflow
Transform won deals into billable services automatically by sending quotes, opportunities, and sales orders directly into ConnectWise.
Dynamic Pricing & Availability
Make decisions with confidence using live product availability and pricing from distributors, eliminating quoting errors.
Customer Self-Service Purchasing
Boost sales efficiency with 24/7 self-service ordering through a branded storefront, so clients can purchase on their own schedule.
Maximize Your ConnectWise ROI
Turn ConnectWise data into actionable sales intelligence with whitespace analysis and automatic sync that prevents revenue leakage.
MSPs Running ConnectWise Trust Salesbuildr
Leading MSPs on ConnectWise Manage use Salesbuildr to replace scattered templates and catalog chaos with one connected quoting system.
“The learning curve was really short. We started quoting within a couple of days of purchasing the product, and the support team has been fantastic throughout. We drew a line in the sand and said all new quotes start here. Within a week, we were out of questions and didn’t miss our old system.”
“What used to take half a day now takes a couple of minutes.”David Green, Inside Sales Manager · Nostra
Nostra is a large MSP from Ireland running Salesbuildr on top of their PSA to cut proposal turnaround from hours to minutes.
Watch the Nostra storyAxoft is a large MSP with a complex portfolio, including telecom from KPN, based in the Netherlands. Joachim Hodes walks through how Salesbuildr keeps their opportunities and sales orders flowing straight into their PSA.
Joachim Hodes · Axoft Watch the Axoft storyStart Quoting on ConnectWise Today, Perfect It Tomorrow
Unlike traditional software implementations that require weeks of setup before you see value, Salesbuildr is designed for immediate productivity.
Pre-Call: Quick Setup
BEFORE YOUR FIRST CALL- Create your Salesbuildr instance
- Connect your ConnectWise instance
- Request distributor credentials (optional)
- Schedule your onboarding call
First Call: Foundations
60 MINUTES- Review platform basics & navigation
- Configure your service portfolio
- Set up initial proposal templates
- Apply your branding & styling
- Test your first proposal
Second Call: Mastery
60 MINUTES · AFTER 1 WEEK- Review your testing experience
- Fine-tune based on real usage
- Learn to create custom templates
- Team training & best practices
Salesbuildr also integrates natively with Autotask and HaloPSA. Connect your distributor network through Pax8 or browse the full global distributor catalog.
Simple, Transparent Pricing for ConnectWise MSPs
Every Salesbuildr plan includes advanced two-way ConnectWise Manage sync. Choose the plan that fits your growth stage.
For MSPs focused on streamlining ConnectWise quoting and creating professional proposals in minutes.
- Advanced two-way ConnectWise integration
- 3 users included
- Up to 6 distributor integrations
- 2,500 active products
For growing MSPs ready to uncover new revenue with ConnectWise whitespace analysis.
- Everything in Standard
- 5 users included
- Whitespace Selling Module
- 5,000 active products
For established MSPs transforming their entire ConnectWise sales process.
- Everything in Advanced
- Full inventory synchronization
- Dedicated Success Manager
- API access and custom roles
All plans include a 30-day money-back guarantee · See full plan comparison
ConnectWise Quoting Software: Frequently Asked Questions
Common questions about the Salesbuildr ConnectWise Manage integration.
Does Salesbuildr integrate directly with ConnectWise Manage?
Yes. Salesbuildr connects natively to the ConnectWise Manage API, no middleware or workaround integrations required. Products, services, inventory, companies, opportunities, sales orders, and agreements sync automatically in both directions.
Is Salesbuildr quoting software built for ConnectWise, or a generic CPQ tool?
Salesbuildr is purpose-built quoting software for ConnectWise Manage and other leading PSAs. Unlike a generic CPQ tool bolted onto a PSA with a one-way export, Salesbuildr’s ConnectWise integration is two-way: won deals push opportunities and sales orders back into ConnectWise automatically.
Is the ConnectWise sync one-way or two-way?
Two-way. Salesbuildr pulls your product catalog, companies, contacts, and agreements from ConnectWise Manage, then pushes opportunities and sales orders back into ConnectWise the moment a proposal is approved.
How long does ConnectWise integration setup take?
Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. A typical onboarding runs three calls: a setup call, a foundations call, and a mastery call after a week of real usage.
Does whitespace analysis work with ConnectWise agreements?
Yes. Salesbuildr reads agreement and service data directly from ConnectWise Manage and compares it against your portfolio to flag customers missing coverage, with an estimated revenue value for every gap.
Have another question? Email us or book a demo and we’ll get back to you within one business day.
Ready to Supercharge Your ConnectWise Workflow?
Join the MSPs who’ve streamlined their sales operations with Salesbuildr’s comprehensive ConnectWise integration.
Book a demo