Quote once. HaloPSA stays in sync.
Salesbuildr is the sales system for HaloPSA MSPs, starting with the quote. Build from your Halo catalog at live distributor pricing, send a branded proposal, and your draft keeps the opportunity and quote current while you work. On approval, the signed PDF is attached and you build the sales order from what was approved. Live in 2-4 weeks.
How we handle your PSA data: Security and legal
See it in Halo: from quote to sales order
Build the quote at live distributor pricing, sync it to Halo as a quotation, collect the e-signature and create the Halo sales order from exactly what was signed.
Halo: from quote to sales order
1:46 · Recorded October 2026
What HaloPSA MSPs tell us before they switch
After the customer says yes, the quote gets built a second time in Halo.
When the customer accepts, Salesbuildr syncs the quote to Halo as a quotation, and sales orders are created from the post-sale ticket items.
Quoting is slow because every product price has to be checked by hand.
Distributor pricing and stock come into the quote live, and pricing books hold each customer’s agreed prices.
Moving to Halo leaves you without a quoting tool that connects to it.
If you are moving to Halo from Autotask or ConnectWise, your quoting can move with you and connects to Halo as part of onboarding.
Your current quoting tool can’t produce a properly branded proposal.
Set your cover page, styling and wording once in the template library, and every quote goes out on brand.
Halo is set up our own way. Will it fit?
Salesbuildr imports your Halo items and maps your asset groups to product types, and onboarding sets up your Halo connection before your team sends a live quote. Customer-specific prices sit in pricing books. The 30-day money-back guarantee and the 30-day ROI guarantee cover you while you find out.
Moving to HaloPSA, or off ITQuoter or Kaseya Quote Manager?
Salesbuildr imports your Halo catalog, so you can set up quoting alongside the PSA move or run it next to your current tool until the team moves over.
See the side by side comparisonUncover Hidden Revenue with Whitespace Analysis
Salesbuildr maps your HaloPSA agreements against your full service portfolio, revealing exactly where each customer has gaps, and how much revenue you're leaving on the table.
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01
See Every Service Gap at a Glance
Instantly see which customers lack which services. No more guessing where to focus.
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02
Prioritize by Revenue Potential
Focus on customers with the biggest gaps first. Target outreach where it matters most.
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03
Compare Against Your Latest Offerings
Agreements signed a year ago may not reflect your current portfolio. Whitespace shows what's changed.
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04
Time Upsells to Contract Renewals
Know when agreements are up for renewal so you have the right conversation at the right time.
What Syncs Between Salesbuildr and HaloPSA
What moves between Salesbuildr and HaloPSA, in which direction, and when.
| What | Direction | When |
|---|---|---|
| Companies, sites and contacts | Both ways | Real time through Halo webhooks for creates, updates and deletes, plus imports. Addresses map to Halo address lines 1–4. |
| Opportunities (ticket-based) | Both ways | Status changes arrive through webhooks. Changes to type, name, stage, team or agent in Halo may not trigger a webhook. |
| Items (products, services, labour) | From Halo | Imported with their category. Halo webhooks cover new and deleted items only. A new distributor or catalog product is created in HaloPSA the first time it’s added to a proposal, or when you push it manually from the Salesbuildr catalog. |
| Accepted quotes | Salesbuildr → Halo | Synced to Halo as a quotation, with attachments. Sales orders are created from the post-sale ticket items. |
| Contracts | From Halo (read-only) | Read for whitespace analysis (Advanced plan and up), never written back. |
Set billing frequency on the Halo item
Whether an item is billed monthly or annually comes from the billing frequency you set on the item in Halo. Halo contracts are read, not written.
A few Halo specifics
Every Halo item needs a category, or it won’t sync.
Only asset groups marked as Items can be mapped, and each group maps to one product type, with no per-product override.
Problems you can see and retry
If a record fails to sync, it shows up under Settings → Tools → Issues, where you can fix the cause and retry.
Purpose-Built for HaloPSA Quoting
Built for MSPs who need their quoting tool to talk to their PSA.
Real-Time Sync
Halo webhooks bring company, contact and opportunity status changes into Salesbuildr in real time.
Full Catalog Import
Import your Halo item catalog with categories. Every item needs a category to sync.
Customer Data Sync
Companies, sites and contacts sync both ways, with addresses mapped to Halo address lines.
Quote-to-PSA Automation
Accepted quotes sync to Halo as quotations, and sales orders are created from the post-sale ticket items.
Agreements & Whitespace
Read your Halo contracts and surface service gaps across your entire customer base.
Six Capabilities That Eliminate Manual Work
Everything you need to stop copying data by hand and start selling more to your existing HaloPSA customer base.
Stop Copying Client Details Between Systems
Companies, sites, contacts and opportunities sync both ways between HaloPSA and Salesbuildr.
Find Hidden Revenue in Your Customer Base
Whitespace analysis maps every customer against every service, showing exactly where the upsell opportunities are.
Approved Quotes Flow Straight Into HaloPSA
When a client accepts a proposal, Salesbuildr syncs it to Halo as a quotation, with its attachments.
Quote with Accurate, Real-Time Pricing
Pull live pricing from Pax8, Ingram Micro, and others. No more quoting from outdated spreadsheets.
Let Clients Buy 24/7 Through Your Storefront
A branded self-service portal where customers can browse, configure, and request services on their schedule. Storefront is a paid add-on on the Premium plan.
Sales Orders From Accepted Quotes
Sales orders are created in Halo from the post-sale ticket items, so delivery starts without retyping the deal.
Hear From MSPs Using Salesbuildr
See how managed service providers have transformed their sales process alongside their PSA.
“What used to take half a day now takes a couple of minutes.”
As seen on Salesbuildr TV: Nostra, Ireland · Axoft, Netherlands · Read the Nostra case study
Start Proposing Today, Perfect Tomorrow
Unlike traditional software implementations that take weeks, Salesbuildr is designed for immediate productivity.
Pre-Call: Quick Setup
Before your first call- Create your Salesbuildr instance
- Connect your HaloPSA system
- 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
Simple, Transparent Pricing for Every MSP on HaloPSA
Choose the plan that fits your growth stage. The HaloPSA integration is included on every plan.
For MSPs focused on streamlining HaloPSA quoting and creating professional proposals in minutes.
- 3 users included
- Up to 6 distributor integrations
- Advanced two-way HaloPSA integration
- Professional proposal generation
- 2,500 active products
For growing MSPs ready to uncover HaloPSA whitespace and scale sales operations.
- Everything in Standard
- 5 users included
- Whitespace Selling Module
- Discover upsell opportunities
- 5,000 active products
For established MSPs transforming their entire HaloPSA-connected sales process.
- Everything in Advanced
- Up to 10 distributor integrations
- Full inventory synchronization
- Multi-currency support
- Dedicated Success Manager
All plans include a 30-day money-back guarantee. See the full plan comparison →
Salesbuildr also integrates natively with ConnectWise and Autotask. Connect your distributor network through Pax8 or browse our full global distributor catalog.
HaloPSA Quoting Software: Frequently Asked Questions
Common questions about the Salesbuildr + HaloPSA integration.
How long does it take to set up the HaloPSA integration?
Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. Onboarding typically takes two guided calls, sometimes three or four depending on how complex your setup is, from the first HaloPSA connection to your team creating real HaloPSA quotes.
What data syncs between Salesbuildr and HaloPSA?
Companies, sites, contacts and ticket-based opportunities sync both ways. Your Halo items come in with their categories, mapped to Salesbuildr product types by asset group. Accepted quotes go to Halo as quotations, and Halo contracts are read for whitespace analysis.
Is the HaloPSA sync real-time?
Company, site and contact changes and opportunity status changes arrive through Halo webhooks in real time. Halo only sends item webhooks for new and deleted items.
Do I need to re-enter my product catalog?
No. Salesbuildr imports your existing Halo item catalog. Every item needs a category; items without one don’t sync.
Why are some of my Halo items missing?
Usually because the item has no category in Halo. Every item needs one to sync, so add the category and import again.
What happens when a client approves a proposal?
The quote syncs to Halo as a quotation, with its attachments, so nobody rebuilds it. Sales orders are created from the post-sale ticket items.
Can I use my existing HaloPSA agreements for whitespace analysis?
Yes. Salesbuildr reads your existing HaloPSA contracts and maps them against your full service portfolio to surface exactly which services each customer is missing.
Is the integration available on all Salesbuildr plans?
The HaloPSA integration, including two-way PSA sync, is included on every Salesbuildr plan, Standard, Advanced, and Premium. The Whitespace Selling Module is available from the Advanced plan up.
When does a new product appear in my PSA?
When you first add it to a proposal. A product from a distributor feed or your Salesbuildr catalog isn’t created in HaloPSA when you add it to the catalog; it syncs the first time it’s added to a proposal. You can also push a product to HaloPSA manually from the product in the Salesbuildr catalog.
Have another question? Email us or book a demo and we’ll get back to you within one business day.
Ready to Automate Your HaloPSA Quoting?
Join the MSPs who've replaced manual quoting with a system connected straight to HaloPSA.
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