
Salesbuildr
Salesbuildr is a sales operations platform for managed service providers, with tools for prospecting, pipeline management, proposals, contracts, whitespace a…
What Salesbuildr is
Salesbuildr is a sales operations platform for managed service providers, with tools for prospecting, pipeline management, proposals, contracts, whitespace and a storefront. Its quote editor supports templates, widgets, interactive customer proposals, e-signatures and approval workflows. It can sync with Autotask, ConnectWise Manage or HaloPSA, limited to one PSA per tenant, and connects to more than 50 distributor feeds for pricing and availability refreshed hourly to daily depending on the feed. HubSpot contacts and deals sync in both directions, with deal stages updating as quotes move through the pipeline. A public REST API with API-key authentication and webhooks is available on Premium, subject to a limit of 500 requests per rolling 10-minute window per tenant. There is no free plan or trial. Standard and Advanced onboarding cost $1,099 and $1,639 once, respectively; Premium onboarding is custom-priced.
Good
- Quote editor includes e-signatures and approval workflows.
- Connects to more than 50 distributor feeds.
- HubSpot contacts and deals sync bidirectionally.
- API access and webhooks are available on Premium.
Watch out
- No free plan or free trial.
- One PSA connection per tenant.
- Public API is limited to 500 requests per rolling 10-minute window.
- API access is only listed for Premium.
Who it suits
Salesbuildr suits managed service providers that want prospecting, quoting, contracts and distributor pricing in one sales operations platform. Teams using a listed PSA or HubSpot may find its integrations relevant.
Verdict
Salesbuildr brings quoting, pipeline workflows and distributor data together for MSP sales operations. Check the plan limits and one-PSA-per-tenant restriction, and note that onboarding may carry a separate one-time charge.
Plans and prices
From Salesbuildr's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | $329 a month | 3 users included · up to 6 distributor integrations · 2,500 active products · $65/month per additional user · $329/month |
| Advanced | $489 a month | 5 users included · up to 8 distributor integrations · 5,000 active products · $75/month per additional user · $489/month |
| Premium | $709 a month | 5 users included · up to 10 distributor integrations · 10,000 active products · $99/month per additional user · API access · $709/month |
| Standard onboarding | $1,099, paid once | One-time onboarding covering PSA connection, distributor feeds, templates and team training · $1,099 on Standard |
| Advanced onboarding | $1,639, paid once | One-time onboarding covering PSA connection, distributor feeds, templates and team training · $1,639 on Advanced |
| Premium onboarding | Priced on request | One-time onboarding; contact Salesbuildr for custom pricing · custom on Premium |
The facts
Each one read from Salesbuildr's own pages, with the date it was checked.
What it does
- API
- A public REST API uses api-key authentication and supports webhooks; the API is available on the Premium plan according to the pricing comparison.checked 7 Oct 2026
- API limit
- The public API is rate-limited to 500 requests per rolling 10-minute window per tenant.checked 7 Oct 2026
- CRM
- The HubSpot integration syncs contacts and deals bidirectionally and updates deal stages as quotes move through the pipeline.checked 7 Oct 2026
- Data protection
- The security page states that data is encrypted in transit using TLS 1.2 or higher and at rest using AES-256, and that GDPR applies to EU customer data processing.checked 7 Oct 2026
- Data residency
- Salesbuildr says it operates separate data storage across EU, AU and US regions, with EU customer data stored in the EU by default.checked 7 Oct 2026
- Distributor feeds
- Salesbuildr connects to 50+ distributor feeds and displays live pricing and availability refreshed hourly to daily depending on the feed.checked 7 Oct 2026
- Implementation
- Most MSPs are fully live and quoting within 2–4 weeks of kickoff, with two guided onboarding calls included.checked 7 Oct 2026
- PSA connections
- It natively syncs with Autotask, ConnectWise Manage or HaloPSA, with one PSA per tenant.checked 7 Oct 2026
- Purpose
- Salesbuildr is a sales operations platform built for managed service providers, covering prospecting, pipeline, proposals, contracts, whitespace and storefront.checked 7 Oct 2026
- Quoting
- Its quote editor supports templates, widgets, interactive customer proposals and approval workflows.checked 7 Oct 2026
- Security posture
- Salesbuildr says its ISMS is aligned with ISO 27001:2022 and SOC 2 Type II criteria and that it is working toward formal certification on both frameworks.checked 7 Oct 2026
- Support
- The onboarding FAQ says support is available via chat and email, and the pricing FAQ lists [email protected] for questions.checked 7 Oct 2026
The company
- Company mission
- Salesbuildr describes its mission as helping every MSP reach its full revenue potential.checked 7 Oct 2026
Money
- Plan limits
- Standard, Advanced and Premium include 3, 5 and 5 users respectively; each plan has a product catalog limit and distributor integration cap.checked 7 Oct 2026
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