Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The CWS Platform serves as a cloud-based B2B commerce solution tailored for manufacturers, distributors, and wholesalers, facilitating the management of negotiated pricing, customer credit, delivery terms, and product selections. By integrating buyer self-service functionalities, tools for sales representatives, and marketplace features, it allows buyers to explore catalogs, verify prices and stock levels, and submit orders effortlessly. Meanwhile, sales teams can oversee customer accounts, manage quotes, and handle customized shopping carts. The platform efficiently interfaces with ERP systems via APIs and webhooks to ensure the synchronization of product details, inventory levels, customer information, pricing structures, and order data. It also incorporates configurable rules to accommodate discounts, approval processes, and various commercial conditions. Additionally, optional AI agents enhance workflows related to sales, procurement, merchandising, catalog enhancement, and inventory replenishment. Organizations can leverage this versatile platform for digital B2B transactions, assisted selling, and operations within multi-seller marketplaces, ultimately streamlining their sales processes. This comprehensive approach not only improves efficiency but also supports a seamless experience across various sales channels.
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
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Autotask PSA
No
HaloPSA
No
HubSpot CRM
No
Model Context Protocol (MCP)
Yes
Pax8
No
TOTVS ERP
Yes
Integrations
Autotask PSA
Yes
HaloPSA
Yes
HubSpot CRM
Yes
Model Context Protocol (MCP)
No
Pax8
Yes
TOTVS ERP
No
Pricing Details
The Core is a fixed SaaS subscription. AI Agents are billed by action using AI Credits. A configurable take rate applies only to marketplace operations. Subscription proposals are tailored to the operation and maturity stage.
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CWS Platform
Founded
2012
Country
Brazil
Website
www.cws-platform.com/en/
Vendor Details
Company Name
Salesbuildr
Founded
2021
Country
Netherlands
Website
www.salesbuildr.com
Product Features
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