Customer Relationship Management (CRM) with Salesbuildr

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Salesbuildr includes basic CRM functionality which suits many MSPs who need to upgrade from spreadsheets but aren't looking for the cost and complexity of a full blown CRM.
In this video we touch on:
Customers and contacts
Opportunity fields and labelling
Quote tracking
Salesbuildr is the sales operations platform for growing MSPs using Autotask, ConnectWise PSA or Microsoft Dynamics 365.
Most suited for midsized and large organisations with multiple sales team members, Salesbuildr enables MSPs to manage what they sell, who they sell to, and how they sell.
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