Alternatives to NotesAlly
Compare NotesAlly alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to NotesAlly in 2026. Compare features, ratings, user reviews, pricing, and more from NotesAlly competitors and alternatives in order to make an informed decision for your business.
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1
ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
2
OpenText CloudAlly Backup
OpenText
OpenText CloudAlly Backup provides a secure, enterprise-grade solution for protecting all major SaaS applications, including Microsoft 365, Google Workspace, Salesforce, Box, and Dropbox. The platform offers automated and on-demand immutable backups stored in AWS S3 or in customer-owned cloud environments such as Azure, GCP, or AWS. With unlimited retention, granular restore options, and point-in-time recovery, organizations can rapidly recover from malware, human error, sync issues, or outages. CloudAlly’s backup services include full metadata preservation and support for advanced use cases such as sandbox seeding and anomaly detection. Built with strong security standards—AES 256-bit encryption, MFA, Okta/OAuth authentication, HIPAA/GDPR compliance, and ISO certifications—the platform ensures data protection that meets global regulatory requirements. Trusted by more than 30,000 organizations, CloudAlly simplifies SaaS data protection while delivering cost savings.Starting Price: $3.00/month -
3
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
4
Demodesk
Demodesk
Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.Starting Price: $49/month/user -
5
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
6
Prolifiq
Prolifiq.ai
Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Prolifiq CRUSH: The tool helping you proactively account plan in Salesforce, your source of truth when closing deals. -
7
Dooly
Dooly
Dooly is the fastest way to update Salesforce, take sales notes, and easily manage all your deals so nothing slips through the cracks. Spend more time with your customers and less time organizing and logging your notes. Take notes and Dooly syncs everything to Salesforce for you. Save hours of Salesforce hassle with 1-click edits you can make from one easy dashboard. Always know what to say on your calls. Close more deals with talking points, content, and battlecards that pop live in your notes from what gets said. Add Salesforce fields directly to your notes and update them like text. Put your admin on autopilot. Your notes, fields, activities (and more) all sync to Salesforce in real-time. Sell faster with templates you can add Salesforce fields to and share with your team. Dooly identifies new contacts for you and can add them to Salesforce in 1-click.Pick up where you left off and see your next steps with full notes history for every deal.Starting Price: $25 per user -
8
Ortoo
Ortoo
Automation apps for Salesforce. Ortoo’s powerful workforce automation apps, which are 100% native to Salesforce, are transforming Sales and Service organizations around the world into high performance teams. Increase throughput, conversion rates, sales revenues and CSAT – whilst also cutting overheads. Try them for free. Ortoo enables large and fast-growing Salesforce organizations to build high performance teams. Our powerful workforce automation apps, which are 100% native to Salesforce, are helping teams to increase productivity and performance by creating, updating and distributing work-items – such as leads and cases – more efficiently and more effectively than ever before. Automatically create and update leads or opportunities from inbound emails. Store, view, format and send emails from Salesforce. Email to Case on steroids! Create and update Cases automatically. Or create custom cases or support requests using a custom object. -
9
Cirrus Insight
Cirrus Insight
Reduce wasted opportunities by executing the right activity with the right people. From buyer signals to sales cadences, automated tools can help you close deals. Get the missing features for Gmail or Outlook. Cirrus Insight has everything you need in one solution. Salesforce integration: everything you need from Salesforce in your inbox. Add a little automation to your sales routine, and skip the busy work involved in manually logging activities to Salesforce. Constantly entering data, copying and pasting, and toggling between applications is cumbersome. Reclaim time for actions that provide value, not busy work. Updating your CRM can be like a ball and chain shackling your time and adding drag to your sales process. Cirrus Insight gives you the freedom and time you need to master your sales process and engage with more customers. Updating activities in Salesforce is time-consuming. Following up with prospects that are not ready to buy.Starting Price: $14 per month -
10
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
11
Noted
Noted
The only way to get to that 62% win rate in green is by getting the information into the system. We solve that by pulling the information automatically from your notes every 30 seconds and prompting them for feedback. The difference between that 20% close rate and the 62% close rate in green is your coaching. We fix that through notifications when opportunities enter the pipe, organizing the information into your framework, and making coaching as easy as filling in the blanks. 90% of sales opportunity information lives outside of CRM. Noted gets it into Salesforce by helping reps make updates directly from meeting transcripts, typed, handwritten, and spoken notes. No more late-stage coaching – you are going to start the review when the opportunity enters the pipeline. Noted connects the managers, rep, and CRM to create a feedback loop for coaching, information capture, and review to improve the win rates of every rep. -
12
ClosePlan
ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.Starting Price: $10 per user per month -
13
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
14
ASPEC SF
SalesWays
How does your sales team decide which opportunity to work on? And when they do, are they right? ASPEC does the grueling research and planning for them, constantly analyzing every opportunity in the Salesforce list so they don’t have to. ASPEC places an accurate intrinsic value on each one and updates it as the sales cycle progresses. It uses that value and the ASPEC computer model of the opportunity to set a priority, and then organizes the entire list so what’s most important is on top, every day, every time. ASPEC for Salesforce focuses your sales team on one goal – increasing your sales. The patented computer modeling and intelligent analysis of your opportunities uses a graphical and interactive interface to guide you along the way so nothing gets forgotten. The Expert function takes you by the hand and dives deeper into the opportunity, questioning everything to be sure you’ve got it right and are on-track to win. -
15
CT Mobile
Customertimes
Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more. -
16
Sweep
Sweep
Sweep makes CRM simple so you can work smarter. Visualize, create and manage your CRM processes, rules, and automation while Sweep constructs an optimized backend Salesforce infrastructure. The workspace to design your perfect CRM funnel. One interface, create, collaborate and deploy to Salesforce. Drag-and-drop, see how your CRM steps interact, as you build them. Intuitive framework to view and manage configurations. Global view, a single viewport to analyze your full CRM. Direct action, find optimizations and diagnose bottlenecks proactively. Goodbye repetitive work, automate any part of your process. A Salesforce Lightning component designed specifically to aid your sales teams. Salesforce simplified, inline guidance makes Salesforce interaction easy for your sales teams. Deploy your funnels quickly and safely from sandbox to production. Everything you need to support native reporting in Salesforce from day one. -
17
Quip
Salesforce
Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.Starting Price: $10/month -
18
Salesvue
Salesvue
With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.Starting Price: $120 per month -
19
Crescendo
Sependa, Inc
Crescendo is a mobile sales enablement and presentation tool tailored for marketing, sales field teams and everyone else who require reliable access to updated content on their mobile device, online and offline. Crescendo directly accesses content on Sharepoint, Google Drive, Salesforce.com, Box.com or OneDrive, so you never migrate documents outside of these proven security-approved platforms. Stunning visual customization can easily be done by anyone without a tech background. Crescendo turns files and folders into a branded, elegant presentation resource for iPad, iPhone or any Web device. Your teams of 10 to 500 can get started within minutes.Starting Price: $12.00/month/user -
20
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
21
Decisions on Demand
Decisions on Demand
Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.Starting Price: $20 per user per month -
22
Colby
Colby
Colby is an AI-driven sales assistant embedded as a Chrome extension that automates Salesforce data management through natural language and voice commands. It researches prospects online, enriches lead records, enters and updates contacts, logs meeting notes, adds reminders, and performs bulk data corrections within Salesforce in under a minute, up to 120× faster than traditional report-and-Excel workflows. Designed for seamless integration, Colby requires no installation beyond a browser add-on and no training, automatically understanding your Salesforce context and web-sourced data to populate opportunities and client profiles with in-line citations. Its built-in AI models deliver real-time market research, reconcile conflicting information, and update records at scale, while session-based data deletion ensures user privacy. Regular model updates guarantee continuous improvement with no extra setup. -
23
AskElephant
AskElephant
AskElephant is an AI Revenue Automation Platform that turns customer conversations into automatic CRM updates, handoffs, and follow-ups for go-to-market teams. Built for mid-sized B2B companies, it eliminates manual data entry by capturing key details from sales calls and writing them directly into HubSpot or Salesforce. The platform automatically triggers follow-up tasks, routes alerts, and creates consistent handoff packages between Sales and Customer Success—keeping data accurate and teams aligned without cleanup work. AskElephant integrates with HubSpot, Salesforce, Slack, Zoom, and other GTM tools, and includes hands-on workflow support to design and refine automations as your process evolves.Starting Price: $99 -
24
Hero.app
Hero.app
Cut your Salesforce work in half. Take it for a spin, it’s free and you’ll be up and running in seconds. Interact with your pipeline in a snappy spreadsheet with instant two-way editing, filters, groups, notes, etc. Mouse slowing you down? Get your gamification on and learn our myriad of keyboard shortcuts to find and update what you need in a fraction of the time. Customize and keep tabs on your most important metrics on your Hero home screen. We’ll also let you know how much time you’re saving. We will never see your CRM data. Hero works client-side (on your device only), so it’s just your computer communicating directly with Salesforce. You know the rules, shouldn’t your software? Set up Hero to make automatic updates based on your own custom triggers. Stop updating one record at a time. Filter, check, and bulk update with just a few clicks. Collaborate in real-time with other users, even if they don’t have a Salesforce account. -
25
VoiceReach
Nexsales
There are many dialer technologies out there, but they all have one thing in common. They just make one call at a time. Sure, they speed up the dialing process, but it’s really gatekeepers, wrong numbers, voicemail, and automated switchboards that waste your rep's time. As much as 65% of their selling time is wasted and auto-dialers can't help. Our agent-assisted solution dials about 300 contacts/hour, navigates phone menus and gatekeepers, can leave recorded voicemails, and also flags bad numbers or obsolete prospect data. When a prospect answers, VoiceReach™ technology instantly transfers the call to your rep with no annoying delay, and the prospect's information immediately displays on your rep's screen allowing a much richer customer conversation to guide the call. 2-way integration instantly synchs Voicereach with Salesforce™, automatically updating your rep's VoiceReach™ call notes to eliminate manual entry and ensure that valuable marketing data is not lost. -
26
Geopointe
Geopointe
Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. See For Yourself, Mapping made simple – Real Simple. Geopointe is a native AppExchange application that location-enables Salesforce and brings actionable insights to our customers' business processes. Who is Geopointe for? SALES: Schedule trips and optimize routes; Check-in and log meetings notes; Fill in meeting cancellations. Features: Unlock the where in your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can locate any Salesforce data, anywhere in the world. These searches could be anything from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects. Geopointe will give you the big picture using advanced visualization and filtering capabilities to identify trends and patterns you never knew existed.Starting Price: $45 per user per month -
27
iSEEit
iSEEit
Qualify more effectively, increase your sales process adoption rate, and close more deals with iSEEit on Salesforce. Evidence-based forecasting. Identifying gaps early in the sales cycle. Tracking progress to reduce deals from slipping. Visualize the buying circle. Understanding their roles and motivations. Making sure that sales is talking to the right people. Being a seasoned sales professional, our founder and CEO, Rizan Flenner, is well versed in the field of Enterprise Sales. Starting out as a Sales Rep and then working his way up to becoming a Sales Leader, he’s had many opportunities to work for the world’s most innovative companies who offer state-of-the-art software to clients such as CA Technologies, Dynatrace, Mercury interactive, BMC, and MongoDB. As a native Salesforce app, the iSEEit Opportunity Management Tool helps you visualize your sales process and seamlessly integrates all your data into one platform.Starting Price: $10 per month -
28
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
29
Ally AI
The Bright Company
Ally for macOS is a unique, collaborative AI and Markdown editor that runs entirely on your device. Core features: 1. Quick capture: Consolidate everything in one place - Capture voice notes from the Notch, from the menubar, or iOS app - Add web pages via the Safari web clipper extension (Chrome coming soon) - Create new markdown documents from anywhere with the global keyboard shortcut 2. Flexible structure: Organize your life, your way - Infinite nesting of documents - Drag and drop re-ordering 3. Designed for AI collaboration: Ally knows what you're working on - Ally automatically understands the document you're currently working on - Ally receives real-time updates as you work so it's always in sync - Switch back and forth quickly between chat and your document -
30
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
31
Sellular
Sellular
Meet Sellular, the platform that superpowers your sales team. Plan & execute end-to-end sales outreach from one place. Best of all, seamlessly capture all sales activity in Salesforce in real-time. Free up your reps to spend more time selling. Less time toggling, automatic data logging, customizable views, and efficient workflows. Reps no longer have to spend additional time updating Salesforce. Capture all data as you go. No more need for offgrid work in spreadsheets or note apps. Execute your entire day in Sellular. Your team will love fewer clicks, less toggling, and better functionality.Starting Price: $39 per user per month -
32
DupeCatcher
Symphonic Source
Your team deserves trustworthy customer data. Block, control, and prevent duplicate records in Salesforce® with DupeCatcher. Duplicate records cause havoc within your org. They confuse, hinder productivity, and frustrate users. DupeCatcher blocks dupes in real-time at the point of entry so your customer data stays clean and your team happy. Install right inside your Salesforce org in minutes. Create filters and rules to catch dupes at the source. DupeCatcher runs in real-time, keeping dupes away. DupeCatcher looks for duplicates when new records are created manually, when existing records are updated or converted, and when records come into Salesforce through web forms. Create filters and rules to tell DupeCatcher how to detect duplicates. Use a combination of any standard or custom Salesforce fields with varying matching styles to tell DupeCatcher how records should be matched. -
33
Sales Sparrow
True Sparrow
You can seamlessly add notes directly in Salesforce and get AI-driven suggestions to create, and manage tasks and events. Start crafting notes instantly on your mobile. Based on your notes, our AI engine recommends you create tasks and events with a single tap. The home page intelligently prioritizes accounts requiring attention, while the streamlined account search ensures quick access. Every account page contains essential information to help you prepare for your upcoming calls. Sales Sparrow enables anyone to connect their Salesforce account and access their lead details, gather insights, and effortlessly add notes directly in Salesforce. It also provides AI-driven suggestions based on their notes for next steps, enabling them to create and manage tasks and events.Starting Price: Free -
34
Vablet
Vablet
Leverage an all-in-one sales enablement platform to reduce barriers and boost sales performance. Our platform delivers solutions for any business—from growing organizations to complex, highly regulated global companies. It helps salespeople sell more effectively, marketers manage and track usage of content, and organizations achieve a better sales-marketing dynamic. vablet works on any device—online or offline—and is easy to use and affordable. You can also seamlessly integrate vablet with Salesforce and customize automatic updates to reduce manual work. Unleash the potential of your sales force with vablet! Win more deals using interactive presentations, fillable forms, and AI-driven content recommendations (and, you’ll work faster with the Salesforce integration.) Solve document control and management challenges with a central digital content library available from any device, with or without Wi-Fi.Starting Price: $20 per month -
35
Rattle
Rattle
Rattle connects Salesforce and Slack bi-directionally and brings your CRM to you, for exactly what you need and right when you need it! When your CRM adapts to your human workflows, you can get to your ROI goals faster and increase performance with less effort. Your sales team’s new favorite automation. Get to your ROI goals faster. Increase performance with less effort. Make your CRM adapt to your human workflows. Connect Salesforce and Slack in just one click. Deploy Rattle for any challenge using pre-built playbooks and our no-code builder. There’s no new tool to learn, so your team’s learning curve will be extinct. Helping high-growth sales teams run smarter. Get rid of grunt work and let your sales team use their brainpower to better use. Often in back-to-back meetings, it is hard for reps to capture critical deal data in Salesforce. Rattle lets reps log their calls, track key metrics, and manage opportunities, all from Slack.Starting Price: $19 per month -
36
Klenty
Klenty
Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.Starting Price: $30 per user per month -
37
Scratchpad
Scratchpad
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.Starting Price: $19 per user per month -
38
Laserfocus.io
Laserfocus.io
Manage your deals, tasks, and customers with an interface saves you 5 hours per week. We remove all the unnecessary Salesforce fluff and so you can stay focused on what's important, your customers. Make data hygiene part of your daily workflow. A chaotic pipeline doesn't help you, nor does it help your manager. But keeping everything up to date in Salesforce is laborious because of Salesforce. Laserfocus lets you update all your deals now in one flow, simple as a spreadsheet. and every change is saved instantly. Too many open tabs are an absolute productivity killer for modern salespeople. With Laserfocus, you can manage all your deals, customers, and tasks faster in one single interface. The result is less distraction and more time to focus on customers. Bulk edit or reschedule tasks to keep your inbox focused for the moment. Set new tasks from anywhere with shortcuts, so you don't forget them. Update and filter your data instantly below 100ms.Starting Price: $30 per user per month -
39
Momentum
Momentum
Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.Starting Price: $69/user/month -
40
Milestones PM+
Passage Technology
Cross-industry, native, project and process management solution for Salesforce. Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce. Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs. No matter how broad or granular, Salesforce project management is great for any business. Save time on repeatable tasks and efforts like onboarding and meetings with preset templates. Instantly update clients about progress on their contracts and orders. Transform ad hoc planning and notes into organized, actionable projects. Clearly detail framework and roadmaps for proposal presentations. Smarter Task assignments with our comprehensive Resource Finder. -
41
Ascendx
Ascendx
Ascendx is an enterprise-grade SaaS platform designed to enhance Salesforce by providing AI-driven solutions across sales, service, data, and operations. Its connected portfolio includes tools for sales enablement, service automation, workflow orchestration, data integration, and point-of-sale experiences. It automates lead and case assignments while ensuring secure data management and real-time replication to platforms like Snowflake. Ascendx offers document automation within Salesforce and enables mobile and in-store transactions seamlessly integrated with CRM data. Ascendx's modular architecture allows enterprises to adopt solutions as needed, ensuring scalability and compliance. Ascendx empowers organizations to unlock the full potential of their CRM systems. -
42
Salesforce Sales Dialer
Salesforce
Gain back hours of productivity by communicating more efficiently with prospects and customers. It begins by logging details right from within Salesforce. Reach out to customers and prospects immediately just by clicking on their phone number within Salesforce. Find answers, view call history, take notes, and finalize details while your prospects are on the line, all without switching apps or devices. No more sticky notes or napkin scribbles. Streamline the sales process with automatic call logging, voicemail drop, and call lists you can power through to connect to your leads and contacts faster. Build more trust with customers when incoming calls reach a personal, dedicated number and voicemail. Salesforce Sales Dialer offers an outbound calling product with the option to add inbound calling functionality. You can pay for just the total number of minutes your entire org uses (in blocks of 1,000 minutes).Starting Price: $5 per user per month -
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Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
44
Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
45
Zero Keyboard
Zero Keyboard
Track sales activity and enter CRM data effortlessly, with the Zero Keyboard platform & mobile apps for Salesforce. Take a picture of a card and our scanner app accurately reads contact details and company information. It maps them to the correct fields in Salesforce Contacts and Leads, even when you’re offline. You can check the business card data before uploading and add any custom or required fields which were not on the business card. You can even add a memo by typing or using our Speech-to-Text voice recognition. The data is securely sent through our native Salesforce integration. No internet connection? No problem! The app queues the data for uploading the next time you are connected to the internet.Starting Price: $10 per month -
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D&B Optimizer
D&B Optimizer
D&B Optimizer removes bad data. Sales People who trust their CRM will be far more effective and will always have correct, updated data resulting in pin-sharp targeting and a massively better customer experience. And a happy, successful salesforce! D&B Optimizer is a secure cloud-based platform to enhance your marketing and sales data, helps you profile your best opportunities, and reach your target audiences. It comes loaded with advanced analytics and easy integration into your marketing systems with connectors for Salesforce and Microsoft. D&B Optimizer not only unlocks the value of your current data but enhances the new data you collect every day while driving more effective segmentation and targeting to accelerate growth in your business. Keeping data up to date is an uphill struggle for sales and marketing teams. In fact, Salesforce estimates that 91 percent of CRM data is incomplete and 70 percent of that data decays annually. -
47
Cloud Coach
Cloud Coach International
Cloud Coach specializes in enterprise-class project, PSA & PPM software built for businesses that want to make strategic investments in their success. With Cloud Coach’s ‘Any Project Process’ and Salesforce ‘Lightning’ you can deliver projects of all shapes and sizes with dynamic tailored views specific to the type of project you are delivering. So when you need to bring the business together on a common tool, Cloud Coach & Salesforce is the serious choice. Make sales handoff a breeze by launching projects from your opportunities. Leverage templates to drive best practices through your company and keep your whole updated on progress by displaying your onboarding projects status back to your opportunity and account records: Turn opportunities into projects at any point in the sales cycle automate project creation using templates, share project progress on the account.Starting Price: $39 per user per month -
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Dakota Fuse
Dakota
Salespeople want fresh and up-to-contact information on their prospects in their Salesforce instance. The problem is that most Salesforce data is stale and out of date, causing salespeople to spend their valuable time doing research to update their contacts. Fuse for Salesforce solves that problem by syncing your Salesforce.com instance in real-time with Dakota Marketplace data, the leading institutional investor database. Keeping 16,000 contacts up-to-date is a daunting task, but Dakota Marketplace’s large data team updates Marketplace contact data daily. With Fuse for Salesforce, those updates get pushed in real-time to your Salesforce instance. Give your salespeople what they want: fresh and up-to-date contact information on their prospects in their Salesforce instance.Starting Price: $7,500 -
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Woobot
Woobot
People at their peak are 2-5x more productive than they are on average. Yet, interruptions and app switching waste 40-60% of the typical worker's time. Let teams riff with relevant, real time data in their collaboration tool of choice and watch productivity soar. Transform the remote work experience and breathe new life into Salesforce by seamlessly threading business critical data within the context of the conversation using Woobot's powerful, flexible integration platform. Shape the future of work by giving your remote teams the Salesforce data they need where they already spend their day. Enable quicker, more effective decision making with realtime Salesforce workstreams and actionable insights. Update Salesforce from the context of the conversation for improved data hygiene and better team alignment. The Woobot platform lets you find, view, update and create records in Salesforce and other enterprise systems directly within your collaboration platforms. -
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Leaptree Optimize
Leaptree
100% Salesforce native app that improves quality assessment productivity by 50%. Leaptree Optimize has been designed from the ground up to meet the need for consistent, affordable, and world-class QA of sales, support, and service teams using Salesforce. Built on the Salesforce platform, it allows supervisors to automate the creation of metrics and scorecards for any given activity: from call handling to updating records and scheduling follow-ups. Optimize enables the measurement of interactions across voice, email, webchat and social media. With Leaptree Optimize, you can implement a QA program that is: Consistent - Leaptree Optimize scorecards run within Salesforce, allowing every activity to be scored against a consistent set of criteria. Reps and agents know exactly what they will be scored on, so they can focus on doing the right things to get the right results. Targeted - Supervisors can select exactly the activities they want to focus on (e.g. all complaint- handlingStarting Price: $40 per month
