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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Keep a close eye on your essential business metrics, evaluate team performance, and implement our established strategies for effective up-selling and cross-selling within your team. Having analyzed over $5 billion in sales activities and more than 10 million business interactions, BeeCastle has refined its recommendation engines, checklists, and AI-driven prompts, empowering you to handle account management with assurance. Seamlessly integrating with your existing software, BeeCastle automates processes across platforms such as Microsoft Outlook, Teams, Xero, ConnectWise Manage, Datto AutoTask, and HaloPSA, among others, ensuring you have the tools needed for streamlined operations. This comprehensive approach not only enhances efficiency but also drives better results for your business.

Description

Salesbuildr is a cloud-based sales solution tailored for managed service providers (MSPs), merging distributor catalogs and pricing with features for quoting, proposals, and pipeline oversight. Sales representatives can effortlessly create quotes from synchronized product catalogs, implement pricing and approval guidelines, and dispatch branded online proposals that include customer selections and electronic signatures. When quotes are approved, they can seamlessly sync with platforms such as Autotask, ConnectWise Manage, or HaloPSA, while also offering CRM integration with HubSpot. Additional features encompass recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, along with tools for prospecting and whitespace analysis to pinpoint service gaps within customer portfolios. Furthermore, a branded storefront enables self-service ordering, enhancing user experience. The platform also includes a public REST API and webhooks, facilitating custom integrations for various business needs. Salesbuildr is specifically crafted to support MSP sales teams in effectively managing distributor-sourced products and services, in addition to handling recurring agreements and tracking customer opportunities efficiently.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

HaloPSA Yes 
Autotask PSA No 
ConnectWise PSA Yes 
Datto RMM Yes 
HubSpot CRM No 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Pax8 No 

Integrations

HaloPSA Yes 
Autotask PSA Yes 
ConnectWise PSA No 
Datto RMM No 
HubSpot CRM Yes 
Microsoft Outlook No 
Microsoft Teams No 
Pax8 Yes 

Pricing Details

$299/month
Free Trial No 
Free Version No 

Pricing Details

$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BeeCastle

Founded

2016

Country

Australia

Website

beecastle.com

Vendor Details

Company Name

Salesbuildr

Founded

2021

Country

Netherlands

Website

www.salesbuildr.com

Product Features

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

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