Average Ratings 4 Ratings
Average Ratings 0 Ratings
Description
All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.
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
ConnectWise Automate
Yes
ConnectWise Cybersecurity Management
Yes
Datagate Telecom Billing
Yes
Facebook
Yes
GenticFlow
Yes
HubSpot CRM
No
Lansweeper
Yes
Mesh
Yes
Microsoft 365
Yes
Microsoft Dynamics 365
Yes
Integrations
ConnectWise Automate
No
ConnectWise Cybersecurity Management
No
Datagate Telecom Billing
No
Facebook
No
GenticFlow
No
HubSpot CRM
Yes
Lansweeper
No
Mesh
No
Microsoft 365
No
Microsoft Dynamics 365
No
Pricing Details
$35 per user per month
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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
Halo Service Solutions
Founded
1994
Country
United Kingdom
Website
halopsa.com
Vendor Details
Company Name
Salesbuildr
Founded
2021
Country
Netherlands
Website
www.salesbuildr.com
Product Features
MSP
Backup Management
No
Billing & Invoicing
Yes
CRM
Yes
Dashboard
Yes
Help Desk
Yes
Issue Management
Yes
Live Chat
Yes
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
Yes
Remote Access
Yes
Remote Systems Monitoring
No
Scheduling
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
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