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What is Salesbuildr?

Salesbuildr is a cloud-based sales platform specifically designed for managed service providers (MSPs), which combines distributor catalogs and pricing with tools for creating quotes, proposals, and managing sales pipelines. Sales teams can easily generate quotes using synchronized product catalogs, establish pricing and approval processes, and send out customized online proposals that feature client selections and digital signatures. Once quotes receive approval, they can automatically sync with systems like Autotask, ConnectWise Manage, or HaloPSA, and also support CRM integration with HubSpot. The platform offers additional capabilities such as recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, alongside features for prospecting and whitespace analysis to identify service gaps in client portfolios. A unique branded storefront is also available for self-service ordering, significantly improving the user experience. Moreover, the inclusion of a public REST API and webhooks allows for tailored integrations to meet diverse business requirements. Overall, Salesbuildr is meticulously designed to empower MSP sales teams to efficiently manage products and services sourced from distributors, while also effectively handling ongoing agreements and tracking customer opportunities to drive growth. This comprehensive approach ensures that sales representatives have all the necessary tools to succeed in a competitive marketplace.

What is Halvixo?

Halvixo is a cloud-based quotation tool tailored for small B2B teams, enabling administrators to oversee catalog prices, develop and distribute templates, and set up alerts for percentage discounts, limits, and justifications. Sales representatives can utilize these guidelines to create quotes, maintain various versions, and export them as polished PDFs for their customers. Additionally, customer purchase orders are linked to the relevant workflow, allowing administrators to review, request changes, approve, or reject them as necessary. However, it is important to note that Halvixo lacks a function for routing quotes to managers for approval and offers both fixed-rate and per-user pricing in USD. The Team plan, priced at $79 per workspace per month plus applicable taxes, supports up to five active users, including administrative roles. Users benefit from a guided setup to help them begin using the service efficiently. A complimentary 30-day trial is available, which requires manual approval without needing credit card details, and it will not automatically switch to a paid subscription. Currently, live subscription billing has yet to be activated. Moreover, Halvixo features an intuitive interface aimed at simplifying the quotation process, making it an excellent option for small businesses looking to enhance their efficiency in generating quotes and managing customer interactions. With its comprehensive functionalities and user-friendly approach, Halvixo stands out as a valuable tool in the competitive landscape of quotation software.

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Integrations Supported

Autotask PSA
HaloPSA
HubSpot CRM
Pax8

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$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.

Pricing Information

$79/workspace/month
The Team plan is $79/workspace/month plus applicable tax for up to five active users, including administrators. Billing is monthly, with no annual option; larger teams require a separate agreement. Guided setup is included. The free 30-day evaluation requires manual approval, does not require a payment card, and does not convert automatically.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Salesbuildr

Date Founded

2021

Company Location

Netherlands

Company Website

www.salesbuildr.com

Company Facts

Organization Name

Halvixo

Company Location

India

Company Website

halvixo.com

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Quoting

Not specified

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