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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 InForge?

InForge is an innovative online platform tailored for the quoting and definition of scopes of work, aimed at agencies, studios, contractors, and various project-based businesses. This solution enables organizations to create customized intake forms and set pricing standards, effectively converting inquiries from potential clients into detailed quotes and thorough scopes of work. Teams can easily modify and send proposals through a dedicated client portal, allowing clients to review the details, sign documents electronically, and access payment links. The platform accommodates quotes that include packages, individual line items, and ongoing retainers, while also offering industry-specific templates to personalize both forms and pricing models for different trades. Furthermore, InForge features a WordPress plugin that facilitates the seamless integration of intake forms, adjustable payment links, and optional AI-powered drafting for generating intake or scope documents using the customer's API key. Importantly, the subscription plans are structured to be billed monthly rather than per user, with a complimentary tier that enables the management of a single active project, thus making it an appealing option for smaller businesses. Overall, the extensive range of functionalities positions InForge as a highly adaptable tool for organizations aiming to enhance their project quoting efficiency and effectiveness.

Media

No images available

Media

Integrations Supported

Autotask PSA
HaloPSA
HubSpot CRM
Pax8

Integrations Supported

Cash App
Claude
Claude Duet
Claude for Legal
Gemini
OpenAI
PayPal
Resend
Stripe
Venmo
WordPress
Zelle

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

$19/month
The Free plan supports one open project at a time. Pro costs $19/month for up to 10 open projects, Studio costs $49/month for up to 25, and Agency costs $199/month for up to 150. Plans are billed monthly, with no long-term contract, and can be canceled at any time. An optional one-time setup service is available for $499.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Salesbuildr

Date Founded

2021

Company Location

Netherlands

Company Website

www.salesbuildr.com

Company Facts

Organization Name

Arrowtrack Solutions

Date Founded

2023

Company Location

United States

Company Website

www.inforge.io

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

Proposal Management

Not specified

Quoting

Not specified

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