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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

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 

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