Quoting and proposals
Pick one when the quote is where deals are won and you want it priced from distributors and tied to your PSA.
Buyer's guide for IT MSPs
Best sales admin software for MSPs
The best one depends on which job you mean. ConnectWise CPQ, QuoteWerks, Salesbuildr, and Zomentum build the quote and tie it to your PSA. HubSpot Sales Hub and MADDOX are the CRM itself. Go Fig keeps HubSpot or Salesforce current and drafts follow-ups you approve.
About this guide
Three different jobs
Which kind of tool does your MSP need?
MSPs say sales admin software and mean one of three jobs. These can be combined. A quoting tool usually runs beside a CRM, and Go Fig runs inside one.
CRM
Pick one when you are choosing or changing the system your team sells from.
Sales admin
Pick one when the CRM is fine but logging calls, keeping deals current, and following up keep slipping.
At a glance
How do these tools compare?
| Tool | Kind | Best for | PSA connection |
|---|---|---|---|
| ConnectWise CPQ | Quoting and proposals | MSPs that run ConnectWise PSA and want quoting and distributor ordering in the same platform. | Built to work with ConnectWise PSA. |
| Go Fig | Sales admin | IT MSP sales teams of 3 to 10 who sell from HubSpot or Salesforce and want the admin done without changing systems. | None. Go Fig does not connect to ConnectWise, Autotask, or HaloPSA. |
| HubSpot Sales Hub | CRM | MSPs that want a CRM with a free tier to start on, AI help built in, and more than 2,000 integrations in its marketplace. | An app on the ConnectWise Marketplace syncs HubSpot with ConnectWise PSA one way or both ways. |
| MADDOX | CRM | MSPs ready to move to a CRM built for MSPs, who sell through discovery calls and assessments and want calls recorded and coached inside it. | ConnectWise and Autotask connectors in early access, syncing companies and agreements. |
| QuoteWerks | Quoting and proposals | Teams that quote configurable products and services and want quoting that connects to the CRM and PSA they already run. | Autotask and ConnectWise PSA integrations listed. |
| Salesbuildr | Quoting and proposals | MSPs that want quotes out the same day and written straight into Autotask, ConnectWise, or HaloPSA, with no retyping. | Native Autotask, ConnectWise, or HaloPSA sync, one PSA at a time. |
| Zomentum | Quoting and proposals | MSPs whose deals are won on the quote, especially hardware and license resale priced from distributors, where the client signs and pays in one place. | Autotask, ConnectWise Manage, HaloPSA, Kaseya BMS, RepairShopr, and Syncro integrations listed. |
The shortlist
Each tool, in the same format
Listed in alphabetical order. Each entry says what the tool is, who it is best for, how it works with your CRM and PSA, and what to keep in mind.
ConnectWise CPQ
Quoting and proposalsQuote and proposal software from ConnectWise, formerly called ConnectWise Sell. It builds quotes from templates with pricing pulled from distributors, your pricing tables, and customer catalogs, delivers them online, and closes them with e-signature.
Go Fig
Sales adminThe sales admin for account executives at IT MSPs. Its agents log calls and email to HubSpot or Salesforce, keep deals current, and draft follow-ups that wait for your approval.
Go Fig for IT MSPsHubSpot Sales Hub
CRMHubSpot's sales software, paired with its Smart CRM. It covers deal pipelines, a dialer that logs calls to the CRM, meeting notes, forecasting, and AI that suggests CRM updates and drafts follow-ups. Quoting comes through HubSpot's Revenue Hub.
Go Fig vs HubSpot Sales HubMADDOX
CRMAn AI-powered CRM built for MSPs and IT service businesses. It records and transcribes calls, coaches reps live on calls, and answers questions about your deals with the sources behind them. Quotes and proposals are built in.
Go Fig vs MADDOXQuoteWerks
Quoting and proposalsQuoting and proposal software (CPQ) for teams selling configurable products and services, with MSPs and IT solution providers among them. It builds branded quotes with vendor and distributor pricing, approvals, and e-signature with online payments, on the web, on the desktop, or both.
Salesbuildr
Quoting and proposalsA sales platform built for MSPs and centered on quoting. It builds proposals from your own catalog at live distributor pricing, runs approvals and e-signature in one flow, and writes accepted quotes into your PSA. It also maps each client against your services to find gaps and renewals.
Zomentum
Quoting and proposalsA revenue platform for service businesses, with a solution built for MSPs. It builds proposals and quotes, collects e-signatures and payments, and tracks leads, deals, and renewals in an MSP-ready CRM.
Go Fig vs ZomentumHow to choose
How should an MSP choose sales admin software?
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Where are your deals won?
If it is the quote, start with a quoting tool. If it is the conversation and the follow-up, start with the CRM and what keeps it current.
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Are you changing CRMs?
If not, look at tools that work with the CRM you keep. Moving contacts, deals, and activity history is real work.
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What does it sync with your PSA?
Ask for the field list, the sync direction, and whether the connector is generally available or still early access.
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Does it ask before it acts?
Anything that writes to your CRM or emails a client should wait for approval until you trust it.
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Can you see it on your own deals?
Ask each vendor to run one of your real deals, not a prepared demo account.
Questions MSPs ask when choosing
What is the best sales admin software for an MSP?
It depends on the job. For quoting tied to your PSA, look at ConnectWise CPQ, QuoteWerks, Salesbuildr, or Zomentum. To choose or change the CRM itself, look at HubSpot Sales Hub or MADDOX. To keep HubSpot or Salesforce current without moving, look at Go Fig.
Is Go Fig a quoting tool?
No. Go Fig does not build quotes, collect signatures, or take payments. It works beside a quoting tool and keeps the deal current in HubSpot or Salesforce.
Can I use a quoting tool and Go Fig together?
Yes, when your team sells from HubSpot or Salesforce. The quoting tool owns the quote, and Go Fig keeps the deal, the notes, and the follow-ups current in the CRM. Go Fig does not connect to quoting tools directly.
Which of these connect to ConnectWise, Autotask, or HaloPSA?
Zomentum lists Autotask, ConnectWise Manage, HaloPSA, Kaseya BMS, RepairShopr, and Syncro. Salesbuildr syncs with Autotask, ConnectWise, or HaloPSA. ConnectWise CPQ is built for ConnectWise PSA, and QuoteWerks lists Autotask and ConnectWise PSA. MADDOX has ConnectWise and Autotask connectors in early access, and an app syncs HubSpot with ConnectWise PSA. Go Fig has no PSA connector today.
Who wrote this guide?
Go Fig wrote it, and Go Fig is one of the tools listed. Every fact about another product comes from that vendor's own public pages, listed under Sources and last reviewed October 8, 2026.
What does Go Fig cost?
Starter is from $149 a month, and a solutions engineer sets it up with you on a demo. Team and Enterprise are quoted on that same call.
Sources
Where these facts come from
Each vendor's own public pages, read on the date shown. Features change, so check their site before you decide.
See Go Fig on your own deals
A solutions engineer connects your CRM and inbox with you in a 30-minute demo.