The Complete Sales Operations Platform
How Salesbuildr walks the MSP sales motion, from prospecting through storefront, with each step linking to its own page. Integrated with your PSA along the way.
Prospecting
Turn in-market interest into opportunities you can work. Identify companies already evaluating you and bring them into the sales motion, so pipeline starts from real demand, not cold guessing.
Pipeline
Opportunities in list or swimlane, stages tied to quotes. Filter, forecast, and drag deals forward. Quote status maps into stages so the board matches what you actually proposed.
Quoting
Build and send proposals in the Quote Editor. Templates, widgets, interactive customer proposals, and approval workflows. Day-to-day quoting stays fast once the catalog is set up.
PSA sync
Native Autotask, ConnectWise, or Halo, one PSA at a time. Companies, contacts, catalog, and signed proposals flow with your PSA. Sync is PSA-specific, not universal realtime for every object.
Delivery
Hand accepted quotes to ops via tickets or sales orders. Create fulfillment tickets (Autotask/ConnectWise) or Halo sales orders from the won quote, optional shipping on the proposal itself.
Contracts
Push recurring lines into PSA contracts; renew in Whitespace. Open Contracts in the editor, push recurring services into Autotask/CW/Halo structures, and keep one-time products off the contract path.
Whitespace
See gaps, MRR, and renewals across the book. Surface upsell and renewal opportunities from contract and catalog context, including Create Renewal Proposal when expirations land.
Leasing
Lease payment calculator on hardware proposals (Premium). Customers pick a term and see monthly payments on the proposal, a calculator, not a lender. Admin-enabled for the account.
Storefront
Let clients buy 24/7 without waiting on sales. A self-service storefront for approved catalog offers, when you enable the add-on for customers who should order on their own.
Govern the catalog, then sell
Portfolio, templates, distributors, approvals, roles, multi-currency, multi-language, pricing books, and pricing imports sit under Foundation (their own top-nav). They support every step above without inserting a separate handoff stage.
Trusted by MSPs Worldwide
See how MSPs are transforming their sales processes with Salesbuildr.
“Our sales team is saving time, and we have seen the average value of proposals steadily increase.”Increased proposal value
“What used to take half a day now takes a couple of minutes.”Massive time savings
“Salesbuildr has been a game-changer for us. It’s not just about making things easier, it’s about quality and consistency.”Quality & consistency
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