Alternatives to Ortoo
Compare Ortoo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Ortoo in 2026. Compare features, ratings, user reviews, pricing, and more from Ortoo competitors and alternatives in order to make an informed decision for your business.
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1
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 -
2
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 -
3
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. -
4
NotesAlly
NotesAlly
Use NotesAlly to update Salesforce, log sales calls, and create follow-up tasks in one go. Connect NotesAlly with Salesforce and enable your sales team to be more efficient. Focus more on selling and engaging more with prospects. Execute automated actions in Salesforce and operate at high productivity. AVIAN is your sales ally. You can associate reference points & battle cards with certain keywords and store them with AVIAN. Fill your Salesforce with automation. Use Notes and update multiple fields at once. Update opportunities in Salesforce without opening Salesforce. Do 1-click edits in your personalized dashboard. With NotesAlly's consolidated opportunities view, you could update opportunity stage and set closure date. The Sales Enablement App that saves up to 8 hours per week and automates action items on Salesforce. We aim to bring down the time taken to record and update information in sales CRMs to a few seconds.Starting Price: $20 per user per month -
5
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 -
6
Q-assign
Ortoo
Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable. -
7
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. -
8
Round Robin Distributor
Mirketa
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.Starting Price: $169/company/month (10 users) -
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
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. -
11
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. -
12
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. -
13
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. -
14
Mixmax
Mixmax
Get more replies, book more meetings, and ensure nothing falls through the cracks. Powering fast growing companies that care about customer experience. Win more replies, meetings, and deals with smart messaging. Improve the customer experience and increase team engagement. Know exactly which candidates open your email, and what content they viewed. Increase sales performance, align your reps, and automate busywork. Analyze performance trends and improve process form a bird’s eye view. Open more doors and 10x your productivity without leaving your inbox. Improve CRM hygiene and automate busywork with automatic Salesforce syncing. You'll know as soon as someone opens your message with real-time email tracking & alerts. Know exactly which messages get the most engagement. Compare impact by team, individual, and campaign. Receive alerts on desktop, email or Slack based on the actions you choose.Starting Price: $9.00/month/user -
15
OmniGenX.Ai
Texve
OmniGenX.Ai is an AI-powered customer engagement platform that seamlessly integrates Salesforce with WhatsApp, social media, websites, and email to automate interactions and streamline business workflows. It enables sales teams to automate follow-ups, run campaigns, schedule appointments, and share documents like invoices and contracts directly via WhatsApp. The platform also captures leads automatically through web chatbots and manages customer queries and cases efficiently. OmniGenX.Ai provides a 360° super admin dashboard for real-time analytics, agent performance tracking, and full visibility into customer interactions. With no-code setup and advanced automation tools, it allows teams to configure workflows effortlessly. The solution is fully Salesforce-native, ensuring secure AI-driven insights and seamless CRM integration.Starting Price: $10 -
16
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. -
17
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 -
18
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. -
19
Mitratech CaseCloud
Mitratech
Mitratech CaseCloud is a unified legal case and spend management platform built on Salesforce for law firms and public-sector organizations. It centralizes case data from intake through resolution, giving teams one place to monitor matters, tasks, documents, communications, deadlines, and project progress. Legal professionals can collaborate on cases in real time, complete routine work more efficiently, and use Salesforce-native dashboards, reporting, and analytics to make data-driven decisions. Its spend optimization capabilities streamline invoice processing and eBilling, manage timekeeper information and rates, capture negotiations, and let stakeholders collaborate on budgets while maintaining transparency and spending control. Integrated AI-powered automation reduces administrative work by handling repetitive activities such as billing, document creation, and matter updates. -
20
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 -
21
OKRify
OKRify
OKRify is the leading Goal Management and Strategy Execution Application in Salesforce. OKRify is the only application that brings together OKR methodology and KPIs in Salesforce for streamlined and focused execution of strategy. OKRify will enable organizations to build alignment and a culture of accountability, transparency, collaboration across teams. OKRify is a simple, intuitive user friendly application built 100% natively in the Salesforce platform. OKRify features include company, team, individual level OKRs, Objective/Tea, Hierarchy, Heatmap, automatic progress update using Salesforce data, real-time KPIs for users and business units, milestones, split period targets, contributors, and much more. Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.Starting Price: $10 per month -
22
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 -
23
GPTfy
GPTfy
GPTfy is an Agentforce alternative built 100% natively on Salesforce, fully declarative for organizations looking for an enterprise grade AI platform. It enables businesses to build, deploy, and manage autonomous AI agents without relying on external servers or disconnected tools. Designed for enterprises that prioritize governance, flexibility, and speed, GPTfy helps organizations scale Agentic AI adoption securely while maintaining full visibility and control. GPTfy combines BYOM flexibility, prompt-driven automation, AI agents, and deep Salesforce integration in one unified platform. Teams can converse with Salesforce to log emails, update records, generate intelligent responses, summarize data, automate workflows, execute CRUD operations, and leverage RAG-based knowledge retrieval directly within Salesforce.Starting Price: $20 per user per month -
24
LevelEleven
LevelEleven
Drive the behaviors that lead to sales and customer retention with personalized scorecards, real-time TV broadcasts, and data-driven coaching. Foster healthy competition among your team. Sales contests motivate your sales team through gamification that publicly recognizes performance. You’ll maximize productivity and energize your team in a way that provides lasting results. Get your team focused on the behaviors that drive revenue, customer experience, and business results with performance scorecards. Find out immediately if they are falling off pace with real-time KPI tracking as they update Salesforce. LevelEleven empowers leaders and reps like you to course-correct sooner so your team can get back on track and achieve its goals. Develop your front-line sales teams faster with actionable feedback delivered consistently in one easy-to-use system. Enhance your sales coaching with customizable templates to unlock your team’s potential. -
25
PhoneIQ
PhoneIQ
PhoneIQ is built from the ground up for companies on Salesforce, delivering the best telephony integration for Salesforce Lightning. A truly unified communications solution that blends HD voice, video and messaging. The only Salesforce CTI that delivers fully integrated voice, SMS, video and messaging across desktop and mobile. Leverage automatic call logging, disposition codes, tags, click to dial, screen pop, auto-dialing, and much more! Dramatically increase agent productivity by creating custom PhoneIQ workflows that streamline Sales and Service processes within Salesforce, like call logging, case & task creation and more. Manage your entire phone system and contact center platform from within Salesforce. With PhoneIQ, everything from system management to call handling and advanced analytics can be instantly accessed through your CRM.Starting Price: $25 per user per month -
26
PREDICTIVE RESPONSE
PREDICTIVE RESPONSE
Predictive has been helping organizations send mass emails from Salesforce since 2006. We are an official Salesforce partner with a 5 star AppExchange rating. Create beautiful and responsive emails with our drag and drop editor in Salesforce. Predictive Marketing is native in Salesforce and provides in-depth segmentation by using any field on your contact/lead record. This allows you to send meaningful and personalized emails to your audience. Collect all your audiences data in one place to get a holistic view. Email campaign and event information automatically flows back on the contacts’ record so that you can see their activities and engagement with your organization. Predictive Marketing uses Amazon SES to send emails from Salesforce. Amazon SES maintains best in industry deliverability rates by actively filtering spam and malicious content. On top of that we provide litmus and A/B testing to ensure your email reaches your audience’s inbox. -
27
eCourier
Mirketa
eCourier is a report scheduler and delivery app for Salesforce report distribution as email attachments (excel or csv) to any user, contact or even external emails using adhoc or scheduled jobs. 100% native salesforce application with features. All the standard reports and all the custom visual force pages present in your organization are fetched in real-time and a user can choose any of these reports to be sent at their preferred schedule. User can choose a frequency at which the reports will be sent out. This can be as frequent as hourly to monthly. User can also choose to send the reports right away, in which case a schedule will not be created. User can also disable and edit the schedules. Recipients can be any user, contact, or an external email address. Lookup filters are provided so that the user can choose any contact and user available in their organization. For external addresses, names and email addresses are to be typed in. -
28
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 -
29
Agentforce 360 for Manufacturing
Salesforce
Agentforce 360 for Manufacturing is Salesforce’s AI-powered CRM platform designed to unify the manufacturing value chain. It integrates customer, product, and asset data into one connected system to improve visibility and efficiency. The platform enables manufacturers to modernize commercial operations and streamline collaboration between sales and operations teams. AI agents support service teams by accelerating case resolution and automating warranty claims. Agentforce Manufacturing also enhances demand forecasting and opportunity management. Built on Salesforce’s AI CRM, it delivers real-time insights to improve decision-making and productivity. The solution helps manufacturers drive revenue growth while optimizing service and partner engagement. -
30
Salesforce HR Service Management
Salesforce
Salesforce’s HR Service Management solution, powered by AI, helps businesses streamline HR processes and enhance employee engagement. The platform enables employees to access a self-service portal for support on any channel, while HR teams manage requests, track cases, and automate workflows through a unified platform. With features like AI-driven case management, personalized support, and seamless integrations, Salesforce HR Service offers a scalable solution that boosts productivity, improves employee experience, and ensures compliance across HR functions. -
31
Revvy
Revvy
Understand cadences' performance and track your team activities. See leads, contacts, accounts, events, opportunities, cases, and campaigns. Learning new apps, and their custom business logic in each company is a pain for anyone who's not in Sales Ops, resulting in data remaining locked inside these apps. Our goal is help Sales teams be on top of their game by accessing relevant sales data easily and fast, instead of relying on Sales Ops to pull reports & KPIs for them. While Revvy is used mainly to show salesforce and other applications' data, you definitely do not need a salesforce license to generate or view reports via Revvy. Revvy is free to use and allows you to share salesforce-based data with anyone regardless of whether they have a seat or not. BI systems were designed to perform heavy lookups and data queries for analysis. Revvy is focused more on operational insights.Starting Price: $25 per user per month -
32
SupportLogic
SupportLogic
SupportLogic delivers a Cognitive AI Cloud purpose-built for enterprise customer service and support. It ingests unstructured signals from tickets, chat, voice, and email, then uses AI to detect urgency, sentiment, product issues, and revenue risk in real time. Its layered architecture—data extraction, signal detection, and a context engine—powers ambient AI agents that automate tasks like case summarization, escalation prediction, routing, account health scoring, and coaching. SupportLogic integrates with Salesforce, Zendesk, Snowflake, and Slack, enhancing existing systems rather than replacing them. The platform helps CX, support, and IT teams act earlier, coach smarter, reduce escalations, and improve resolution times. Built for enterprise scale, it offers SOC 2 certification, GDPR/CCPA compliance, and secure data isolation. Customers like Salesforce, NICE, and Databricks use SupportLogic to boost CSAT, retention, and operational efficiency. -
33
Impowr
Proven Works
Impowr is a Salesforce-native data import solution that simplifies and secures the process of importing data into Salesforce CRM. Designed to empower both internal teams and external users, Impowr offers a self-service interface that allows users to upload data files with ease, utilizing predefined import schemas to ensure consistency and accuracy. It supports common file types and integrates seamlessly with Salesforce Experience Cloud, enabling organizations to embed the import component directly into their digital experiences. Administrators maintain control through robust role-based access controls, ensuring that users can only access and import data they are authorized to handle. Impowr respects Salesforce’s CRUD (Create, Read, Update, Delete) and FLS (Field-Level Security) permissions, providing a secure and compliant environment for data management.Starting Price: $30,000 one-time payment -
34
Salesforce Feedback Management
Salesforce
Unify your feedback data with Salesforce data by mapping survey responses back to any Salesforce object. Resolve customer issues by automatically triggering follow-ups with the appropriate person or team based on a single response. Create personalized survey experiences by merging Salesforce data such as a case number or service rep’s name directly into your survey questions. Enhance the world’s #1 customer service software with feedback data. Create Lifecycle Maps to account for different types of customer journeys. Customize each journey by identifying key stages of interaction where feedback is most valuable, and align specific surveys to those moments of interaction. Meet your customers where they are by surveying them immediately after service interactions to ensure you are gathering accurate feedback. With Salesforce Feedback Management, you can survey customers across various channels including email, post-chat, SMS, WhatsApp, Facebook, third-party websites, and in-app.Starting Price: $300 per 1,000 responses -
35
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 -
36
360 Mass Email
360 Degree Cloud Technologies Private Limited
360 Mass Email is an advanced email-marketing and automation solution that helps Salesforce and CRM users send personalized bulk emails directly from their CRM. Designed for marketing, sales, and communication teams, it enables users to create, schedule, and track high-volume campaigns without needing third-party tools or coding skills. The app supports dynamic templates, audience segmentation, and real-time analytics to help you measure open rates, click-throughs, and engagement. Its seamless Salesforce integration ensures full compliance, reliability, and performance visibility. Ideal for lead nurturing, newsletters, and promotional campaigns, 360 Mass Email simplifies communication, boosts productivity, and drives better conversions for growing businesses worldwide. -
37
Sugar Sell
SugarCRM
Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.Starting Price: $40 per user per month -
38
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 -
39
eShopSync
Webkul
eShopSync acting as a bridge between eCommerce and Salesforce, provides various range of features. Its functionalities not only relish the the eCommerce store management experience but also lets you enjoy the benefits of CRM with retention marketing. Powered with eShopSync, you can improve your store with exceptional support handling. Integrated with CRM tools one can achieve right data with right customers on right time. It also helps in increasing sales performance and generating unprecedented revenue with great customer satisfaction. Lead management is the most important factor when it comes to increasing sales. With eShopSync any query generated during run time on store end will act as lead in Salesforce. At run time the order can be automatically synced at Salesforce in real time. As soon as an order is created at eCommerce end, it will also get created at Salesforce end. -
40
Vigience Overcast
Vigience
Overcast is a Salesforce-native cloud integration service that lets you quickly and easily connect Salesforce to your SAP, Oracle, Microsoft, and other on-premise applications. The Overcast Integration App redefines Salesforce integration through its mixed replication/real-time architecture: an elegant, modern architecture that reduces integration complexity & risks significantly. Think of it as a Salesforce app that provides a data access layer for on-premise data and processes rather than being a middleware. Overcast for Salesforce is 100 percent cloud-native and built as a Salesforce.com application. It is installed as an app from the Salesforce app store and all its user interfaces, database tables and logs are in Salesforce. We manage, update and maintain the software and infrastructure, all for a competitive monthly subscription fee. Overcast provides a single solution for all your Salesforce integration requirements. -
41
Booker25
Booker25
With Salesforce-native booking software tailored to your unique specifications to manage reservations of any type. Booker25 is a limitless booking system for all industries and businesses of any size. From managing educational courses to gym classes, vehicle bookings to salon appointments, Booker25 developers leverage the power of Salesforce to make any booking requirement a possibility. Booker25 works with any Salesforce object to create tailored booking experiences and makes booking, managing and paying for appointments easier. Manage bookings of any type and complexity in one easy-to-use platform within your Salesforce CRM Grow your business by performing seamless scheduling with a client-facing booking system. Appointment scheduling is fast and simple with drag and drop functionality that updates across multiple calendars. Being Salesforce-native, your agents don’t have to switch between screens to manage bookings, freeing up their time to schedule more appointments.Starting Price: €29 per month -
42
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 -
43
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. -
44
DocVaz
Cloudvaz
Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.Starting Price: $8 per month -
45
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. -
46
Mogli
Mogli
Get mind-blowing open and response rates with Mogli, SMS, MMS & WhatsApp™ directly in Salesforce®. Say goodbye to low open, engagement & conversion rates. Mogli is a native Salesforce application for WhatsApp & SMS. Easy to use, robust functionality, and an exceptional USA-based customer success team have won the loyalty of clients around the world. Everything in one place, send and receive text messages to and from any custom or standard Salesforce Object. Limitless communication, get the international reach you're looking for with all the native Mogli functionality. Increase efficiency, automate notifications, lead nurturing, client relationships, and more. Collect meaningful data, and create linear and branching surveys that gather vital feedback from constituents at any lifecycle stage. Be there, even when you're not, automated conversations for lead qualification, customer self-service, and more. -
47
Rollio
Rollio
Prompt & populate the fields that drive business initiatives. Give 100+ hours back to each rep to spend in client-facing meetings, calls, and activities. Allow admins & developers to focus on infrastructure, not temporary fixes to simplify the experience. Embed your best process into the hands of all your producers. Customer interactions are one of the most valuable assets for a business and need to be treated with utmost care. Rollio is SOC2 Type 2 compliant, built on Heroku (owned by Salesforce.com) and passed the Salesforce Security Review. -
48
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. -
49
SMS Ninja
Ksolves India Limited
GenAI SMS App for Salesforce SMS Ninja is a Salesforce-native, multi-channel messaging solution that empowers businesses to have personalized conversations with leads & customers. Whether it is SMS, WhatsApp, Email, MMS, Facebook Messenger, or Telegram, the platform lets businesses turn every touchpoint into an opportunity for meaningful interactions, strengthening customer relationships and increasing sales. A dedicated customer support team is available 24x7, ready to offer instant assistance whenever you need it. With Lifetime Refunds, you can request your refund anytime with no questions asked. Above all, the platform guarantees complete data privacy, enabling you to communicate confidently. Personal AI Assistant integrated with Lead Manager Ninja works as a game-changer, freeing customer support agents to perform other high-value tasks. Its quick & intelligent responses maximize customer satisfaction while boosting your team’s productivity.Starting Price: $7 per user per month -
50
Orca
Orca by Cortez Labs
Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.Starting Price: $10,000 Annually
