Salesbuildr
Platform overviewSales operations for MSPs: pipeline, quotes, contracts and PSA sync in one place. ProspectingSee which companies visit your website and score them against your ICP. PipelineList and swimlane views, stage metrics, and quotes mapped to stages. QuotingBuild and send proposals with templates, widgets and approval workflows. PSA syncAutotask, ConnectWise and HaloPSA stay aligned on companies, products and contracts. DeliveryAccepted quotes become Autotask or ConnectWise tickets, or Halo sales orders. ContractsPush recurring services to PSA contracts and raise renewal proposals. WhitespaceMap every client against every service and see the gaps. LeasingShow monthly lease payments on hardware proposals, with no third party. StorefrontA branded store where clients buy your services with your pricing.
Platform overview One system from first signal to signed contract. See Platform overview
PortfolioKeep one catalog of services, bundles and hardware that every quote pulls from. Template libraryBuild proposals from a quote template plus reusable cover, intro and legal widgets. DistributorsSearch connected distributors and pull live distributor pricing and stock into quotes. Advanced approval workflowsRoute quotes to approvers on value, discount, markup or ARR thresholds. Roles & permissionsMap roles to permissions for quotes, products, pricing books and companies. Multi-currency quotingQuote in more than one currency, with daily ECB exchange rates. Multi-languageSend proposals in the customer's language, with localised labels, dates and currency. Pricing booksFix prices per product per customer, with priority over catalog prices. Pricing importsLoad special bid, deal registration and renewal price files from CSV or Excel.
Portfolio One catalog behind every quote. See Portfolio
Overview Works withPSA, CRM and distributor connections in one list, with what each one syncs. DistributorsOver 50 distributor feeds bring live distributor pricing and stock into quotes. PSA AutotaskTwo-way sync of companies, products and contracts, with tickets on acceptance. ConnectWiseSync quotes, products and contracts with ConnectWise Manage, with no double entry. HaloPSAQuote from HaloPSA data and push accepted work back as sales orders.
Distributors Pax8Quote Pax8 cloud products with live pricing from the Pax8 catalog. KPN RoutITLive Dutch telecom and cloud pricing, with catalog sync and contract insight. LeaderCloudLive Australian cloud pricing in quotes, plus whitespace across the client base. Cloud FactoryLive now. Cloud Factory pricing and catalog inside Salesbuildr quotes. CRM HubSpotSync deals, contacts and products, and build proposals from HubSpot records. Developers API & AgentsPublic REST API with api-key auth and webhooks, plus bring your own agents.
Works with Every connection Salesbuildr ships with, in one place. See Works with
Hub homeGuides, blog posts, podcast episodes, videos, case studies and events in one place. Guides and ebooksStep-by-step guides on productising services, proposals, sales training and marketing. BlogIndustry insights, product updates and practical MSP sales strategies from our team. Harvest PodcastInterviews with MSP leaders on whitespace, pricing and selling to existing clients. Salesbuildr TVCustomer stories, sales training and interviews with MSP leaders, on video. Case studiesHow MSPs cut sales admin and grow revenue, filterable by size, PSA and country.
Hub home Every Salesbuildr resource for MSP sales leaders, in one place. See Hub home
All eventsWhere to meet Salesbuildr at partner days, conferences and roundtables. MSP Leaders Circle 2026A curated day of practical sessions, peer learning and canal networking in Amsterdam. Cloud Factory webinarHeld 23 September 2026. Recording follows on this page.
All events Find us across Europe, the UK, ANZ and North America. See All events
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Privacy Policy

Last updated: July 2023

Your privacy and security are our top priorities. This is the same Privacy Policy published at salesbuildr.com/privacy-policy, split onto its own page here for readability. For the Terms and Conditions, see the Terms page.

At Salesbuildr, we prioritise the privacy and security of our users. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website or use our services. By accessing or using our website or services, you agree to the terms and practices described in this policy.

Information We Collect

Personal Information: When you interact with our website or services, we may collect personal information such as your name, email address, contact details, and any other information you voluntarily provide to us.

Usage Information: We may gather non-personal information about your interactions with our website, such as IP addresses, browser types, referring pages, and other anonymous usage data.

How We Use Your Information

To Provide Services: We may use your personal information to deliver the services you request, including responding to inquiries, processing transactions, and providing customer support.

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Analytics and Improvement: We use the information collected to analyze trends, improve our website and services, and enhance user experience.

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We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, please note that no data transmission or storage system can guarantee complete security.

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We will not sell, rent, or lease your personal information to any third parties unless we have your consent or are required by law to do so.

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You have the right to access, update, or delete your personal information held by Salesbuildr. You can also choose to opt-out of certain communications or request the restriction of data processing in certain circumstances. Please contact us using the information provided below to exercise your rights.

Changes to this Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We encourage you to review this policy regularly for any updates.

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If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at sales@salesbuildr.com.

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Looking for our Terms and Conditions? Read them here. For security research and responsible disclosure, see the Vulnerability Disclosure Program.

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Platform

Prospecting Pipeline Quoting PSA sync Delivery Contracts Whitespace Leasing Storefront Onboarding How it works

Foundation

Portfolio Template Library Distributors Advanced approval workflows Roles & permissions Multi-currency quoting Multi-language Pricing books Pricing imports

Integrations

Autotask ConnectWise Halo PSA HubSpot Pax8 KPN RoutIT Leadercloud Distributors Agents & API

Resources

Template Library Guides Blog Harvest Podcast Salesbuildr TV Case Studies How it works Onboarding Recommended providers Developer resources Agents & API OpenAPI spec MSP Quoting Software MSP quoting comparison FAQ Support

Company

About Us Contact Partners Book Demo Security and legal
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