What is Salesbuildr?
Salesbuildr helps IT Managed Service Providers automate the sales workflow, eliminating repetitive tasks, allowing users to create template based contracts, proposals or quotes that are automatically processed on customer approvals. Salesbuildr automatically updates the user's products and service catalog, to provide customers with a self service purchasing experience for items they buy on a regular basis.Salesbuildr is a sales operations platform purpose-built for IT Managed Service Providers (MSPs). It replaces manual quoting, fragmented proposal tools, and spreadsheet-based pricing with a single workflow that connects directly to the PSA systems MSPs already use — including Autotask (Datto), ConnectWise Manage, and HaloPSA.
Key Capabilities
Quoting and Proposal Automation — Sales teams build professional proposals from pre-configured templates, with real-time pricing pulled from distribution catalogs (Pax8, Ingram Micro, TD SYNNEX, and others). Proposals include interactive pricing tables, digital signatures, and automated approval workflows. Average proposal creation time drops from hours to minutes.
Service Bundling — MSPs package recurring and one-time services into standardized tiers (e.g., Foundation, Growth, Premium) with defined per-user pricing. Bundles can include managed services, security, backup, cloud, and hardware — with margins locked at the product level.
Self-Service Storefront — Customers access a branded portal to browse the MSP's productized catalog, configure orders, and purchase approved items without involving the sales team. This reduces order-processing overhead while maintaining margin control through pre-set pricing rules.
Whitespace and Revenue Intelligence — Built-in gap analysis compares each customer's current services against the MSP's full portfolio, surfacing upsell and cross-sell opportunities. Account managers see exactly which clients are under-penetrated and where revenue expansion is most likely.
Distribution Integration — Direct API connections to major IT distributors provide real-time product availability, cost-plus pricing, and automated procurement. Orders placed through Salesbuildr flow directly to the distributor, eliminating manual re-entry.
PSA Synchronization — Contacts, products, opportunities, and won deals sync bidirectionally with the MSP's PSA. Sales activity stays visible in the system of record without duplicate data entry.
Salesbuildr is used by IT companies across 20+ countries. The platform is designed for MSPs with 10–500 employees.
Key Capabilities
Quoting and Proposal Automation — Sales teams build professional proposals from pre-configured templates, with real-time pricing pulled from distribution catalogs (Pax8, Ingram Micro, TD SYNNEX, and others). Proposals include interactive pricing tables, digital signatures, and automated approval workflows. Average proposal creation time drops from hours to minutes.
Service Bundling — MSPs package recurring and one-time services into standardized tiers (e.g., Foundation, Growth, Premium) with defined per-user pricing. Bundles can include managed services, security, backup, cloud, and hardware — with margins locked at the product level.
Self-Service Storefront — Customers access a branded portal to browse the MSP's productized catalog, configure orders, and purchase approved items without involving the sales team. This reduces order-processing overhead while maintaining margin control through pre-set pricing rules.
Whitespace and Revenue Intelligence — Built-in gap analysis compares each customer's current services against the MSP's full portfolio, surfacing upsell and cross-sell opportunities. Account managers see exactly which clients are under-penetrated and where revenue expansion is most likely.
Distribution Integration — Direct API connections to major IT distributors provide real-time product availability, cost-plus pricing, and automated procurement. Orders placed through Salesbuildr flow directly to the distributor, eliminating manual re-entry.
PSA Synchronization — Contacts, products, opportunities, and won deals sync bidirectionally with the MSP's PSA. Sales activity stays visible in the system of record without duplicate data entry.
Salesbuildr is used by IT companies across 20+ countries. The platform is designed for MSPs with 10–500 employees.
