When a user is logged-in, they will be redirected to their dashboard landing page. On the dashboard page, they are welcomed on a first name basis, pulled from your Autotask instance. Here, they will see an overview of icons that require attention.

You can enable your team and your customers to login to your Salesbuildr using their existing Microsoft or Google SSO account to prevent them from having to use an additional username and password combination. Read this article to learn how to manage customer access.

Introducing Custom Dashboard Tiles, designed to elevate your customer engagement and streamline their access to essential resources.
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💡 Key Benefits:
✅ Create a personalized, branded hub for your customers
✅ Seamlessly integrate with Autotask using User-Defined Fields (UDFs)
✅ Flexibly configure tiles with custom icons, labels, and links
✅ Control tile visibility using company whitelists
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🔗 Link tiles to customer-specific resources:
➡️ Customer specific portals (BrightGauge, PowerBI)
➡️ Invoicing and billing systems
➡️ Support ticketing and knowledge bases
➡️ Announcements and maintenance schedules
➡️ Pages with forms that trigger workflows
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📊 Dynamically populate tile links using any URL you stored in the Autotask Company UDFs, ensuring each customer has a unique link to personalized content specific to their company.
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⚙️ Setting up custom dashboard tiles is a breeze. Navigate to the dashboard configuration settings in Salesbuildr, create tiles, set icons and labels, and map them to Autotask UDFs or a generic link. It's that simple!
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See how this works in the video below:

This area contains links to your proposals, sorted by the different stages.

Salesbuildr will display the business card of the selected accountmanager for the customer in Autotask. Your accountmanager can login to Salesbuildr and select manage my profile on the Dashboard to provide the details for the business card. You can provide additional information that can be used by Salesbuildr across the application:

Introduction text

Text that is displayed on your virtual business card

Link to your LinkedIN page

This will display a LinkedIN icon on your virtual business card with a link to your profile on LinkedIN.

URL to book a demo with you

This will add a button on your virtual business card with a redirect to your online meeting planner of choice.

URL to chat with you

This will add a button on your virtual business card that will open a direct chat with you on teams if you use this link format: https://teams.microsoft.com/l/chat/0/0?users=user@domain.com. See how this works in the video below.

Signature

Here, you can draw, type or upload your signature so that it can be used in proposals

Your team will have options in the navigation bar that are not visible to customers, such as opportunities, bundles, and articles.