Salesbuildr

Overview
Integration
Support

Salesbuildr empowers growing MSPs by streamlining sales workflows, automating repetitive tasks, and delivering an impressive buying experience for your customers. Salesbuildr offers a portfolio manager, flexible template library and self service storefront. Our ConnectWise PSA integration automatically synchronises opportunities, products and pricing from your preferred distributors.

ConnectWise PSA

Requirements: Salesbuildr requires you to create an new API member in ConnectWise PSA and generate the public and private key.

Features:

Create interactive and beautiful sales proposals than can be electronically accepted by your end customers and synchronised into ConnectWise PSA. Setup business rules for customer specific products, prices and approval workflows.
Create and manage smart and programmable templates in your template library to make it easy for your sales team to always use the latest information.
Provide end customers with an easy to use self service storefront that support customer specific portfolios, pricing, approval workflows and add-ons.
Setup, standardise and manage your sales portfolio to contain everything you sell to end customers. Structure hardware, software, services and labour into programmable categories. Automate margins, create bundles and add category specific up and cross sell items.

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Details

Overview

Integration

ConnectWise PSA

Requirements: Salesbuildr requires you to create an new API member in ConnectWise PSA and generate the public and private key.

Features:

Create interactive and beautiful sales proposals than can be electronically accepted by your end customers and synchronised into ConnectWise PSA. Setup business rules for customer specific products, prices and approval workflows.
Create and manage smart and programmable templates in your template library to make it easy for your sales team to always use the latest information.
Provide end customers with an easy to use self service storefront that support customer specific portfolios, pricing, approval workflows and add-ons.
Setup, standardise and manage your sales portfolio to contain everything you sell to end customers. Structure hardware, software, services and labour into programmable categories. Automate margins, create bundles and add category specific up and cross sell items.