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 companies, contacts and deals both ways, and attach approved proposals to the deal. 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. Prospecting webinarLive 28 October 2026, 12:00 CET. See which companies visit your website and turn them into deals. MSP Leaders Circle 2026A curated day of practical sessions, peer learning and canal networking in Amsterdam. Cloud Factory webinarHeld 23 September 2026. Watch the recording on this page.
All events Find us across Europe, the UK, ANZ and North America. See All events
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Terms and Conditions

Last updated: July 2023

Please read these Terms and Conditions carefully before using Salesbuildr. This is the same Terms and Conditions text published at salesbuildr.com/terms, split onto its own page here for readability. For our Privacy Policy, see the Privacy page.

Please read these Terms and Conditions ("Terms") carefully before using the Salesbuildr website and services. By accessing or using our website or services, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you may not use our website or services.

1. Use of Website and Services

1.1. Eligibility: You must be at least 18 years old and have the legal authority to enter into these Terms to use our website and services.

1.2. Account Registration: To access certain features or services, you may be required to create an account. You are responsible for maintaining the confidentiality of your account information and for all activities that occur under your account.

1.3. Prohibited Conduct: You agree not to engage in any conduct that may disrupt or interfere with the proper functioning of our website or services, or violate any applicable laws or regulations.

2. Intellectual Property

2.1. Ownership: All intellectual property rights, including copyrights, trademarks, and trade secrets, in our website and services belong to Salesbuildr. You may not use, copy, reproduce, or distribute any content from our website or services without our prior written consent.

2.2. User Content: By submitting any content to our website or services, you grant Salesbuildr a non-exclusive, royalty-free, worldwide license to use, reproduce, modify, adapt, publish, and display such content for the purpose of providing and improving our services.

3. Disclaimer of Warranties

3.1. Our website and services are provided on an "as is" and "as available" basis. We make no warranties or representations of any kind, whether express or implied, regarding the accuracy, reliability, or suitability of the content or services.

3.2. We do not guarantee that our website or services will be uninterrupted, error-free, or free from viruses or other harmful components. You use our website and services at your own risk.

4. Limitation of Liability

4.1. To the fullest extent permitted by law, Salesbuildr and its affiliates, officers, directors, employees, and agents shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of or in connection with your use of our website or services.

4.2. In no event shall our total liability exceed the amount paid by you, if any, for accessing or using our services.

5. Governing Law and Dispute Resolution

5.1. These Terms shall be governed by and construed in accordance with the laws of [Jurisdiction]. Any disputes arising out of or relating to these Terms shall be resolved through binding arbitration in accordance with the rules of [Arbitration Institution].

6. Modification of Terms

6.1. Salesbuildr reserves the right to modify or update these Terms at any time without prior notice. The updated Terms will be posted on our website, and your continued use of our website or services after any changes constitutes your acceptance of the updated Terms.

7. Contact Us

If you have any questions, concerns, or inquiries regarding these Terms, please contact us at sales@salesbuildr.com.

By using our website or services, you acknowledge that you have read, understood, and agree to be bound by these Terms and any other policies or guidelines referenced herein.

Note: Clause 5.1 reproduces the source text exactly as published on salesbuildr.com, including its bracketed [Jurisdiction] and [Arbitration Institution] placeholders. These have not been filled in on the live site either.

Looking for our Privacy Policy? Read it 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 Service bundles

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 API use cases OpenAPI spec MSP Quoting Software MSP quoting comparison FAQ Support

Company

About Us Contact Partners Book Demo Brand kit Private equity Security and legal
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