# Salesbuildr > Salesbuildr is the complete sales operations platform built for MSPs (Managed Service Providers). It combines CPQ (Configure, Price, Quote) with PSA integration, AI-powered revenue discovery, and complete sales-to-delivery workflow automation. Salesbuildr helps MSPs quote faster, protect margin, and grow revenue from their existing client base. The platform is built around a win-commit-grow sales motion: prospecting, pipeline, and quoting win the deal; the signed contract is the commit; procurement, delivery, and storefront then grow from it, with whitespace analysis feeding new opportunities back into the top of the funnel. Core value pillars: - Smart Revenue Discovery: AI-powered whitespace analysis scans every client account against your full service portfolio to surface untapped revenue and service gaps - Fast Proposal Creation: Generate professional, on-brand proposals in under 5 minutes with pricing pulled straight from your portfolio - Complete Sales Operations: Full pipeline management with two-way PSA integration (Autotask, ConnectWise, HaloPSA) that pushes won deals straight into delivery with zero double entry Key integrations: Autotask, ConnectWise, HaloPSA (PSA systems); Pax8, Ingram Micro, TD SYNNEX, D&H, ScanSource, Westcoast, CMS Distribution, Exertis, EET, Exclusive Networks, Also, Copaco, KPN, Dicker Data, Leader Systems, Infinigate, and 50+ other regional distributors worldwide. Pricing: Standard ($329/mo, 3 users), Advanced ($489/mo, 5 users, Whitespace Selling Module, most popular), Premium ($709/mo, 5 users, dedicated success manager, multi-currency, API access). Prices shown in USD; EUR, GBP, AUD, and CAD also available. All plans include a 30-day money-back guarantee. ## When to use Salesbuildr Best for: - MSPs (managed service providers) running Autotask, ConnectWise Manage, or HaloPSA as their PSA and needing CPQ/quoting that pushes won deals straight into that PSA with zero double entry - MSPs that want distributor-connected product catalogs with real-time pricing (Pax8, Ingram Micro, TD SYNNEX, D&H, KPN, Leader Systems, and 50+ other regional distributors) instead of manually maintained price lists - MSPs looking to grow revenue from their existing client base via AI-powered whitespace/gap analysis across their full service portfolio - MSPs currently piecing proposals together in spreadsheets, Word, or generic CPQ tools (e.g. PandaDoc, Proposify) that have no concept of a PSA agreement, distributor catalog, or MRR billing Not a fit for: - Non-MSP businesses: Salesbuildr is purpose-built for MSP sales workflows (PSA sync, distributor pricing, MRR billing), not a general-purpose CRM or CPQ tool for other industries - Teams that just need a generic document/proposal generator with no PSA, distributor, or recurring-revenue billing requirement - Teams needing a full CRM as their system of record. Salesbuildr integrates with HubSpot for marketing/CRM needs rather than replacing one ## Developer resources - [API Overview](https://www.salesbuildr.com/integrations/api): RESTful API for MSP sales automation: authentication, rate limits, webhooks, and use cases - [API Reference (Redocly docs)](https://portal.salesbuildr.com/public-api): Full endpoint reference: Company, Contact, Opportunity, Product, Quote, Quote Template, Category, Pricing Book, Discount Group, and more - [Raw OpenAPI spec](https://www.salesbuildr.com/openapi.json): The same specification as machine-readable JSON, re-served verbatim for tooling and codegen - [Help Center](https://help.salesbuildr.com/): Setup guides, PSA/distributor integration docs, and the Public API article (base URL, auth, available resources) ## Docs - [Homepage](https://www.salesbuildr.com/markdown/index.md): Main landing page: value proposition, the Win → Commit → Grow sales model, and company overview - [Pricing](https://www.salesbuildr.com/markdown/pricing.md): Standard, Advanced, and Premium plans, features, and pricing - [Platform Overview](https://www.salesbuildr.com/markdown/platform.md): Complete platform walkthrough across whitespace, catalog, quoting, pipeline, procurement, and storefront - [MSP Quoting Software Guide](https://www.salesbuildr.com/markdown/msp-quoting-software.md): What MSP quoting software (CPQ for MSP) is, key features to look for, and the ROI case - [MSP Quoting Software Comparison](https://www.salesbuildr.com/msp-quoting-software-comparison): Public-page capability matrix for Salesbuildr, Zomentum, QuoteWerks, Quoter, ScopeStack, ITQuoter, ConnectWise CPQ, and Kaseya Quote Manager - [About/Company](https://www.salesbuildr.com/about): Company mission, leadership team, and global presence ## Features - [Whitespace Analysis](https://www.salesbuildr.com/markdown/whitespace.md): AI-powered revenue discovery that maps every client against every service you offer - [Portfolio Management](https://www.salesbuildr.com/markdown/portfolio-management.md): Automated, centrally synchronized product catalog and pricing - [Service Bundles](https://www.salesbuildr.com/markdown/bundles.md): Package hardware, software, services, and labor into a single quoted line - [Storefront](https://www.salesbuildr.com/storefront): Branded, self-service online storefronts where clients browse and purchase your services 24/7 - [Template Library](https://www.salesbuildr.com/template-library): Intelligent proposal template library with dynamic widgets and auto-populated pricing - [Prospecting](https://www.salesbuildr.com/prospecting): Website visitor identification and AI-powered ICP fit scoring, natively inside Salesbuildr - [Procurement](https://www.salesbuildr.com/procurement): Purchase order automation from approved quote to distributor submission (API or email) and item receiving synced to Autotask, ConnectWise, or HaloPSA, currently in closed beta ## Integrations - [Autotask Integration](https://www.salesbuildr.com/markdown/autotask.md): Two-way sync with Datto Autotask PSA - [ConnectWise Integration](https://www.salesbuildr.com/markdown/connectwise.md): Native ConnectWise Manage integration - [HaloPSA Integration](https://www.salesbuildr.com/markdown/halo.md): Modern HaloPSA platform integration - [Distributors](https://www.salesbuildr.com/markdown/distributors.md): Real-time pricing from 50+ IT distributors across North America, UK & Ireland, Benelux, and ANZ - [Pax8 Integration](https://www.salesbuildr.com/integrations/pax8): Automated cloud product quoting with 200+ vendors, real-time pricing, and streamlined procurement - [KPN-RoutIT Integration](https://www.salesbuildr.com/integrations/kpn-routit): Real-time Dutch telecom pricing, catalog sync, and contract insights for MSPs in the Netherlands - [Leader Cloud Integration](https://www.salesbuildr.com/integrations/leadercloud): Real-time Australian cloud pricing and PSA-integrated quoting for ANZ MSPs - [API](https://www.salesbuildr.com/integrations/api): RESTful API for MSP sales automation: integrate Salesbuildr with your existing CRM, PSA, and distribution stack - [HubSpot Integration](https://www.salesbuildr.com/hubspot): Connect HubSpot CRM to your MSP quoting workflow, sync deals, contacts, and products, and close faster with automated proposals ## Content - [Blog](https://www.salesbuildr.com/blog): Industry insights, product updates, and thought leadership from Salesbuildr's MSP sales experts - [Podcast](https://www.salesbuildr.com/podcast): Harvest! The MSP Sales Show: weekly interviews with MSP leaders on whitespace analysis, pricing, and growing revenue from existing clients, hosted by James Steel - [Salesbuildr TV](https://www.salesbuildr.com/salesbuildr-tv): Customer success stories, industry expertise, and behind-the-scenes video from MSP leaders and Salesbuildr experts - [Videos](https://www.salesbuildr.com/videos): Step-by-step product walkthroughs and implementation guides covering whitespace analysis, storefronts, proposals, pipeline, and portfolio management ## Blog - [Automated MSP Sales](https://www.salesbuildr.com/blog/automated-msp-sales): When you think of automation, you quickly think of processes where humans are no longer involved - such as the use of robots. These automations are developing rapidly, not only in the industry, but also in other sectors. But can sales be automated as well? - [Best Practices: How to Keep Track of Managed Services and Contract Profitability in Autotask](https://www.salesbuildr.com/blog/best-practices-track-services-autotask): Say goodbye to unnecessary line items in Autotask, introducing "Bundles" from Salesbuildr. - [The CPQ competitive advantages helping MSPs win more deals](https://www.salesbuildr.com/blog/cpq-competitive-advantages): Discover the SaaS products MSPs are using to wow prospects during the pre-sales stage and win more business. - [Creating Clarity and Consistency in Your MSP Portfolio](https://www.salesbuildr.com/blog/creating-clarity-and-consistency-in-your-msp-portfolio): MSPs often face a common problem as their portfolio of services and products grows over time - the complexity of managing that portfolio increases. This blog post discusses the challenge of managing an expanding MSP portfolio. - [Driving MSP Success: Differentiating Your MSP Portfolio](https://www.salesbuildr.com/blog/driving-msp-success-differentiating-your-msp-portfolio): In today's competitive MSP landscape, differentiation is key to standing out and winning more business. - [How Salesbuildr Cuts Through the CRM/CPQ Noise: Insights from Pax8's Operational Chief](https://www.salesbuildr.com/blog/how-salesbuildr-cuts-through-crm-cpq-noise): Struggling with clunky CRMs and time-consuming sales processes? Discover why Pax8's operational leaders see Salesbuildr as a game-changing tool for MSPs, blending AI, CPQ, and CRM in one streamlined platform. - [How to increase MSP profitability](https://www.salesbuildr.com/blog/how-to-increase-msp-profitability): Digital transformation isn't just limited to your clients. These actionable tips and innovative tech solutions can drastically increase MSP profitability. - [How to Master the Art of the MSP Proposal](https://www.salesbuildr.com/blog/how-to-master-the-art-of-the-msp-proposal): Creating compelling MSP proposals is both an art and a science. Learn the key strategies to win more deals. - [James Steel on Paul Green's MSP Marketing Edge Podcast](https://www.salesbuildr.com/blog/james-steel-paul-green-msp-marketing-edge): James Steel shares revenue optimization strategies on Paul Green's MSP Marketing Edge podcast, service standardization, confident pricing, and whitespace analysis. - [Mastering the MSP Sales Proposal](https://www.salesbuildr.com/blog/mastering-msp-sales-proposal): An effective MSP sales proposal shortens the sales cycle and smooths onboarding, here's how to build one that actually converts. - [MSP Proposal Automation: The Complete Guide](https://www.salesbuildr.com/blog/msp-proposal-automation-guide): Automate your MSP proposals to close deals faster, templates, e-signatures, pricing tables, and PSA integration. - [Salesbuildr Expands European Reach with New Travion IT Distribution Partnership](https://www.salesbuildr.com/blog/salesbuildr-expands-european-reach-with-new-travion-it-distribution-partnership): A new partnership with Travion IT Distribution, a leading B2B IT product distributor with a presence in over 30 European countries. - [Salesbuildr at the First Ever MSP Show in London](https://www.salesbuildr.com/blog/salesbuildr-first-msp-show-london): Join us as we go behind the scenes at The MSP Show! - [Salesbuildr Welcomes James Steel](https://www.salesbuildr.com/blog/salesbuildr-welcomes-james-steel): James Steel joins Salesbuildr, representing the brand through podcasts, interviews, videos and industry events. - [Simplifying and Maintaining an MSP Pricing Plan](https://www.salesbuildr.com/blog/simplifying-and-maintaining-an-msp-pricing-plan): How categorising services, automating pricing adjustments, and using Salesbuildr can simplify pricing and increase profitability. - [Special Bids and Tenders: The Real Business Benefits for MSPs](https://www.salesbuildr.com/blog/special-bids-and-tenders-the-real-business-benefits-for-msps): The top three benefits of utilising special bids, and how to maximise their value to your MSP. - [Standing Out From the Competition: Positioning Your MSP](https://www.salesbuildr.com/blog/standing-out-from-the-competition-positioning-your-msp): How your MSP can start standing out from the crowd when everyone else offers the same generic IT services. - [Welcome to the Digital Sales Room](https://www.salesbuildr.com/blog/welcome-to-the-digital-sales-room): Exploring the concept of digital sales rooms and how they help IT service providers close deals faster. - [What are the CPQ Best Practices?](https://www.salesbuildr.com/blog/what-are-the-cpq-best-practices): CPQ software aids the efficiency and accuracy of your quoting process, here's how to implement it effectively. - [What Do the Best MSP Websites Have in Common?](https://www.salesbuildr.com/blog/what-do-the-best-msp-websites-have-in-common): What makes a great MSP website, and the measures you can take to ensure yours is effective. - [What is Whitespace Analysis? A Guide for MSPs](https://www.salesbuildr.com/blog/what-is-whitespace-analysis): Discover how whitespace analysis helps MSPs find upsell opportunities in existing accounts. Learn the methodology and tools to grow revenue from your current customers. ## Ebooks - [Mastering the MSP Proposal](https://www.salesbuildr.com/ebooks/mastering-msp-proposal): Transform your proposals from static price lists into interactive business cases that close deals faster and at higher values. - [The MSP Marketing Strategy Guide](https://www.salesbuildr.com/ebooks/msp-marketing-guide): The 8-step marketing framework that helps MSPs build predictable lead generation alongside referrals. - [The MSP Sales Training Guide](https://www.salesbuildr.com/ebooks/msp-sales-training): A comprehensive guide to building a high-performing MSP sales team. Based on insights from 26 MSP leaders on the Harvest podcast. - [How to Productise MSP Services](https://www.salesbuildr.com/ebooks/productise-msp-services): A practical framework for packaging, pricing, and selling MSP services as products, not technology stacks. ## Case Studies - [Case Studies](https://www.salesbuildr.com/case-study): MSP customer success stories, filterable by MSP size, PSA, and country - [Arcus IT (Onited)](https://www.salesbuildr.com/case-study/arcus-it): 250-person Dutch MSP standardizes its sales portfolio and cuts administrative overhead - [BMP Datapartners](https://www.salesbuildr.com/case-study/bmp-datapartners): 11-person Dutch MSP standardizes its product catalog and raises revenue per opportunity - [Campai](https://www.salesbuildr.com/case-study/campai-main): 17-person Dutch MSP cuts sales admin time by up to 50% with drag-and-drop proposals and a branded storefront - [Central Technology](https://www.salesbuildr.com/case-study/central-technology): 95-person UK MSP builds on-brand proposals twice as fast and forecasts pipeline accurately - [ECX ICT Business Solutions](https://www.salesbuildr.com/case-study/ecx-ict): Belgian MSP shifts from selling products to selling business outcomes - [EXPRO IT](https://www.salesbuildr.com/case-study/expro-it): Large Dutch IT and telecom MSP eliminates manual Autotask data entry - [Fancit](https://www.salesbuildr.com/case-study/fancit): 25-person Dutch MSP creates faster on-brand proposals and opens new cross-sell revenue with a white-labeled storefront - [GOsensit](https://www.salesbuildr.com/case-study/gosensit): Dutch MSP for logistics, food, and production clients cuts sales admin time by up to 50% - [i4](https://www.salesbuildr.com/case-study/i4): Cloud-first Dutch IT service provider cuts sales admin time in half by standardizing quotes into Autotask - [IMS Solutions Group](https://www.salesbuildr.com/case-study/ims-solutions): 30-person US MSP cuts its average sales cycle from 92 days to 10 - [Logivision Technologies](https://www.salesbuildr.com/case-study/logivision): 20-person Ohio MSP eliminates copy-paste pricing errors with a template-driven quoting process - [Nostra](https://www.salesbuildr.com/case-study/nostra): 350-employee Irish IT services provider cuts proposal creation time by 90% - [Partnerup](https://www.salesbuildr.com/case-study/partnerup): 13-person Dutch MSP standardizes its product catalog and cuts sales admin time by up to 50% - [PGH Networks](https://www.salesbuildr.com/case-study/pgh-networks): 40-person Pittsburgh MSP eliminates ConnectWise catalog chaos and streamlines quote-to-cash - [Pioneer-360](https://www.salesbuildr.com/case-study/pioneer-360): Ohio-based SOC 2 Type II security & compliance MSSP wins more competitive deals - [Running IT](https://www.salesbuildr.com/case-study/running-it): 20-employee Dutch MSP uses a branded storefront and template-based quoting to cut sales admin time - [TCA Telecom and IT](https://www.salesbuildr.com/case-study/tca-telecom): 17-person Dutch MSP closes 225 deals worth €630,000 at a 73% conversion rate in six months - [Urban Network](https://www.salesbuildr.com/case-study/urban-networks): Mature UK-based MSP standardizes its portfolio and builds templates covering 90% of the business - [VanRoey](https://www.salesbuildr.com/case-study/vanroey): Belgian Microsoft Tier 1 ICT integrator keeps its product portfolio consistent with Dynamics 365 and Salesbuildr ## Partners - [Partners / Recommended Providers](https://www.salesbuildr.com/recommended-providers): Trusted service providers recommended by Salesbuildr for MSPs, sales training, marketing, PSA optimization, and business transformation specialists with no commercial ties to Salesbuildr - [Feel Good MSP](https://www.salesbuildr.com/partners/feel-good-msp): Sales training and coaching for MSPs built around the proprietary Feel-Good Close methodology - [Paul Green's MSP Marketing Edge](https://www.salesbuildr.com/partners/paul-greens-msp-marketing-edge): Marketing systems and training that help MSPs generate more leads and win more clients ## Other Pages - [Book a Demo](https://www.salesbuildr.com/book-demo): Schedule a personalized 30-minute demo with the Salesbuildr team - [Contact](https://www.salesbuildr.com/contact): Get in touch with sales or support - [Guides](https://www.salesbuildr.com/guides): Free strategic guides on MSP portfolio thinking and proposal excellence - [Onboarding](https://www.salesbuildr.com/onboarding): Complete setup in 30-60 minutes and start sending proposals the same day - [Frequently Asked Questions](https://www.salesbuildr.com/frequently-asked-questions): Answers to common questions about pricing, PSA integrations, onboarding, security, and every module ## Legal - [Privacy Policy](https://www.salesbuildr.com/privacy-policy) - [Terms and Conditions](https://www.salesbuildr.com/terms) - [Vulnerability Disclosure Program](https://www.salesbuildr.com/vulnerability-disclosure-program): Guidelines for responsibly reporting security vulnerabilities ## Optional - [Full Content (llms-full.txt)](https://www.salesbuildr.com/llms-full.txt): All content from linked pages expanded inline - [XML Sitemap](https://www.salesbuildr.com/sitemap.xml): Complete site URL listing