# 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; delivery, contracts, 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 (Canada), 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 CRM and marketing 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: the complete MSP sales system built around Find, Win, Grow, and Enable, with quoting at the core, plus 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, delivery, 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

## Integrations

- [Integrations Overview](https://www.salesbuildr.com/integrations): Everything Salesbuildr connects to, native PSA sync with Autotask, ConnectWise Manage and HaloPSA, HubSpot CRM, and 50+ distributor feeds
- [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: the sales workflow from quote to client acceptance to opportunity and agreement in ConnectWise
- [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
- [Cloud Factory Integration](https://www.salesbuildr.com/integrations/cloud-factory): Distributor integration, now live: catalog and pricing sync for Cloud Factory partners
- [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 companies, contacts and deals both ways, and attach approved proposals to the deal

## 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): How MSPs can take routine orders off the sales team's plate with a customer storefront, and what Salesbuildr Storefront (a Premium add-on) does.
- [Best Practices: How to Keep Track of Managed Services and Contract Profitability in Autotask](https://www.salesbuildr.com/blog/best-practices-track-services-autotask): How to quote bundles as one line while Autotask receives every line item, and how recurring services become an Autotask contract linked to the quote.
- [Creating Clarity and Consistency in Your MSP Portfolio](https://www.salesbuildr.com/blog/creating-clarity-and-consistency-in-your-msp-portfolio): How to organise your MSP service portfolio so it reflects what makes you different: clear structure, client-friendly names, one set of descriptions and prices, and a quarterly review.
- [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): Jonathan Cox of Pax8 on automating MSP sales, why he names Salesbuildr for CPQ and CRM, and his advice on admin, integrations and coaching.
- [How to increase MSP profitability](https://www.salesbuildr.com/blog/how-to-increase-msp-profitability): Where MSP margin leaks between the quote and the invoice, and seven ways to stop it: current cost prices, margin per line, discount rules, pricing books, bundles and billing.
- [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, such as service standardization, confident pricing, and whitespace analysis.
- [Live Distributor Pricing Explained: What Updates, and What Stays Fixed Once You Send a Quote](https://www.salesbuildr.com/blog/live-distributor-pricing-explained): How distributor price feeds work in MSP quoting: how often prices refresh, why a sent quote keeps its prices, credentials, suppliers that aren't listed, price files and your own stock.
- [MSP Proposal Automation: The Complete Guide](https://www.salesbuildr.com/blog/msp-proposal-automation-guide): Automate your MSP proposals to close deals faster, such as templates, e-signatures, pricing tables, and PSA integration.
- [Quoting Recurring Services Without a Sales Team: MRR, Terms and Renewals on One Proposal](https://www.salesbuildr.com/blog/quoting-recurring-services-mrr-terms-renewals): How a small MSP can quote managed services so the client sees monthly and one-off costs clearly, recurring lines land on the right PSA contract, and renewals don't slip.
- [Salesbuildr Expands European Reach with New Travion IT Distribution Partnership | Salesbuildr Blog](https://www.salesbuildr.com/blog/salesbuildr-expands-european-reach-with-new-travion-it-distribution-partnership): Salesbuildr partners with Travion IT Distribution, so MSPs can quote Travion's A-brand IT products from the same catalog as their own services.
- [Salesbuildr Welcomes James Steel | Salesbuildr Blog](https://www.salesbuildr.com/blog/salesbuildr-welcomes-james-steel): James Steel joins Salesbuildr, representing the brand through podcasts, interviews, videos and industry events.
- [Service, Labour or Product? Set Up Your MSP Catalog So Quotes and Your PSA Stay Clean](https://www.salesbuildr.com/blog/service-labour-or-product-msp-catalog-setup): How to set up item types, categories and recurring flags in your MSP catalog, decide which system owns product data, and standardise what you sell across Autotask, ConnectWise and HaloPSA.
- [Setting Up a Quoting Tool in a Small MSP: The Prep Checklist](https://www.salesbuildr.com/blog/msp-quoting-software-setup-prep-checklist): What to prepare before onboarding onto MSP quoting software: PSA access, distributor credentials, categories, recurring items, branding, your sending address and tax setup.
- [Simplifying and Maintaining an MSP Pricing Plan | Salesbuildr Blog](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 | Salesbuildr Blog](https://www.salesbuildr.com/blog/special-bids-and-tenders-the-real-business-benefits-for-msps): The three business benefits of special bids and tenders for MSPs, and how Salesbuildr Premium keeps special-bid prices on the right quotes for the right period.
- [Switching From Kaseya Quote Manager, QuoteWerks or Word and Excel: What Moves Over and What Doesn't](https://www.salesbuildr.com/blog/switching-from-kaseya-quote-manager-quotewerks-or-excel): What happens to your catalog, clients, templates, open quotes and quote history when an MSP switches quoting tools, and how to run both tools side by side during the move.
- [The Owner Is the Sales Team: How Small MSPs Win With Better Proposals](https://www.salesbuildr.com/blog/small-msp-owner-is-the-sales-team): In an MSP under 20 people, the owner researches, sells, quotes and delivers. Why the proposal does more selling than any pitch, and how small MSPs can make it count.
- [Wasting Hours Building Proposals for Every Client? Build One Reusable MSP Proposal](https://www.salesbuildr.com/blog/stop-building-every-msp-proposal-from-scratch): How to turn your best MSP proposal into a template plus a small library of reusable blocks, so every new quote is an edit instead of a rewrite.
- [What Actually Syncs Between Your Quoting Tool and Autotask, ConnectWise, HaloPSA and HubSpot](https://www.salesbuildr.com/blog/what-syncs-between-msp-quoting-and-your-psa): Record by record: what syncs between Salesbuildr and Autotask, ConnectWise PSA, HaloPSA and HubSpot, in which direction, how fast, and what doesn't sync at all.
- [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, with Autotask, ConnectWise and HaloPSA examples of spotting service gaps.
- [What MSP Quoting Software Really Costs: Licence, Users, Onboarding and Distributor Feeds](https://www.salesbuildr.com/blog/what-msp-quoting-software-really-costs): The full first-year cost of MSP quoting software: plan price, users, the one-time onboarding fee, add-ons, distributor feeds, contract term, guarantees and your own team's time.
- [What Your Client Sees: Online Acceptance, Countersigned Proposals, T&Cs and View Tracking](https://www.salesbuildr.com/blog/what-your-client-sees-msp-proposal-acceptance): What an MSP's client experiences when they get a Salesbuildr proposal: choosing options, accepting online, your signature already on it, T&C consent, view tracking and the activity log.
- [When the Client Says Yes: What Should Happen in Your PSA](https://www.salesbuildr.com/blog/what-happens-in-your-psa-when-the-client-says-yes): What an accepted MSP quote should trigger in Autotask, ConnectWise PSA or HaloPSA: opportunity status, the quote record, recurring contracts, a delivery ticket and purchase orders.

## Ebooks

- [The Decision-Ready MSP Proposal](https://www.salesbuildr.com/ebooks/mastering-msp-proposal): A free 12-page Salesbuildr guide to building MSP proposals your prospects can say yes to, from discovery to an approvable decision.
- [The MSP Marketing Strategy Guide](https://www.salesbuildr.com/ebooks/msp-marketing-guide): A free 10-page, 8-step framework for MSPs to run acquisition and expansion with intention, consistency and measurement.
- [The MSP Sales Training Guide](https://www.salesbuildr.com/ebooks/msp-sales-training): A free 13-page guide to how growing MSPs turn sales from a collection of habits into a system, from the first call to expansion and from 2 reps to 10.
- [The MSP Productisation Guide](https://www.salesbuildr.com/ebooks/productise-msp-services): A free 13-page guide to how MSPs turn technical capabilities into sellable, deliverable and profitable services, with the P.R.O.M.I.S.E. framework.
- [Harvest: The Revenue Hiding in Plain Sight](https://www.salesbuildr.com/ebooks/harvest): A free 96-page ebook from Harvest! The MSP Sales Show, with 27 MSP and channel experts on growing existing clients and a 90-day plan.

## 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 stops duplicate Autotask data entry and launches a branded storefront
- [Central Technology](https://www.salesbuildr.com/case-study/central-technology): 95-person UK MSP fixes Autotask integration and automates quote margin checks
- [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 streamlines proposals and reduces manual Autotask entry
- [i4](https://www.salesbuildr.com/case-study/i4): Cloud-first Dutch IT service provider replaces a restrictive quoting tool with templates integrated with 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 about 10 and reclaims up to 700 senior staff hours a month on Autotask
- [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 building from half a day to a couple of minutes, with no re-keying into Autotask
- [Partnerup](https://www.salesbuildr.com/case-study/partnerup): 13-person Dutch MSP standardizes proposals and automates Autotask updates
- [PGH Networks](https://www.salesbuildr.com/case-study/pgh-networks): 40-person Pittsburgh MSP eliminates ConnectWise Manage catalog chaos; quoting within days, fully cut over within a week
- [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 moves from Word and Excel quoting to Salesbuildr on Autotask; CEO reported 225 deals and €630K new revenue in six months
- [Urban Network](https://www.salesbuildr.com/case-study/urban-networks): Mature UK-based MSP fixes Autotask sync errors; 12 to 15 templates cover about 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 45-minute demo with the Salesbuildr team
- [Events](https://www.salesbuildr.com/events): Upcoming and past Salesbuildr events, webinars, partner days and roundtables
- [The MSP Leaders Circle 2026](https://www.salesbuildr.com/msp-leaders-circle): A curated day of practical sessions, peer learning, and Amsterdam canal networking for MSP leaders (16 September 2026, past event)
- [How we help high-performing MSP Sales teams build a full pipeline (webinar)](https://watch.getcontrast.io/register/salesbuildr-3-how-we-help-high-performing-msp-sales-teams-build-a-full-pipeline): Free online webinar on Contrast with Micha Bos (Sales Director Europe, Salesbuildr), a live walkthrough of Salesbuildr Prospecting: see which companies visit your website and turn them into deals. For MSP leaders, sales directors and sales teams. Wednesday 28 October 2026, 12:00-12:30 CET
- [Cloud Factory & Salesbuildr webinar](https://www.salesbuildr.com/cloud-factory-webinar-2026): Free online webinar with Micha Bos (Salesbuildr) and Boudewijn Vervoort (Cloud Factory) on streamlining your MSP sales process, 23 September 2026, 11:00 CEST
- [Contact](https://www.salesbuildr.com/contact): Get in touch with sales or support
- [Private Equity](https://www.salesbuildr.com/private-equity): One quoting, pipeline, and reporting standard for every label in a private equity backed MSP group, connected to whichever PSA each label already runs
- [Guides](https://www.salesbuildr.com/guides): Free strategic guides on MSP portfolio thinking and proposal excellence
- [Onboarding](https://www.salesbuildr.com/onboarding): Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff
- [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