Alternatives to Proof MRM
Compare Proof MRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Proof MRM in 2026. Compare features, ratings, user reviews, pricing, and more from Proof MRM competitors and alternatives in order to make an informed decision for your business.
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1
Titan
Titan
Bend, don’t break with Titan’s flexible business solutions and forms for Salesforce. Our scalable Salesforce Forms and software is rapidly developing a reputation as the gold-standard in Salesforce integration, and it’s easy to see why. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms in Salesforce and applications cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build web portals, sign documents, generate docs, send surveys, automate contracts, fill out forms in Salesforce, and so much more in just a few simple clicks. No code required and AI assisted! This is all 100% Salesforce integrated, empowering you to send data to the #1 CRM and pull it back in real-time. No other product on the market does it better or faster. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! -
2
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 -
3
Report Sender
CloudAnswers
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).Starting Price: $100 per month -
4
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 -
5
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. -
6
DataTools
DataTools Pro
DataTools for Salesforce is metrics and meta-data management designed to bring your Salesforce and data cloud professionals together. DataTools for Salesforce supports your Salesforce organization’s core metadata and metrics today while providing context data to help you implement your modern customer data cloud. We’ve crafted our Salesforce dictionary utility specifically for the purpose of robust reporting and insightful analysis. With it, you can pinpoint and categorize crucial fields, while emphasizing essential metrics to maximize the utility of your meta-data. Explore connections between Salesforce objects through easily discernible color schemes. Engage with and structure your Salesforce entity relationship diagram effortlessly. Simply choose the relevant objects within your dictionary and create your Salesforce ERD with just one click. Our Salesforce data migration tool is designed for efficient process and project management. -
7
Metazoa Monarch
Metazoa
This application simplifies the process of migrating data between Salesforce Orgs. All object relationships are maintained. This includes Salesforce Org management, optimization, and maintenance. As Salesforce Orgs becomes more complex and unruly, you can rely on Snapshot to help put things back in order. Monarch makes complex data migration easy. Select prebuilt templates, match destination objects with multiple fields, maintain object relationships, compare dataset differences, import CSV files, and share datasets with your team. Monarch is a desktop application that communicates directly between your personal computer and your Salesforce account for maximum security and data privacy. Your data stays under your control. There is no package install. Monarch uses the bulk data API for massive migration scenarios. Salesforce CPQ, field service lightning, FinancialForce, ServiceMax, etc. -
8
PDF Butler
PDF Butler
Customers expect a personalized experience tailored to their needs and preferably in their language during each interaction with your company. With PDF Butler as your Salesforce document generation tool, you guarantee a fast and future-proof Go Live. Adding language preferences along the way is very easy with minimal configuration. Document generation challenges in Salesforce and products like CPQ, billing, sales cloud, and field service lightning will only increase. By avoiding long generation times and hard-to-maintain templates, you enable further personalization without jeopardizing the UX. Start with quick and simple templates with standard & custom objects and gradually expand with, for example, logos, dynamic pictures, translation of picklists via the translation workbench, data from external objects, QR or barcode, our roadmap is also determined by you. We offer a Salesforce document generation tool that includes speed, durable and scalable performance and excellent support. -
9
Axy OKR
Axy7
Axy OKR is an OKR performance management tool developed entirely within Salesforce that provides OKR tracking and measurement for organizations that actively use Salesforce for their business operations. By being a part of Salesforce, Axy OKR is able to provide many features that other OKR software cannot such as Salesforce report binding for automatic OKR progress measurement and much more.Starting Price: €13/month per user -
10
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 -
11
RollUp Magic
Ksolves India Limited
RollUp Magic enhances Salesforce data management by offering a powerful solution for calculating rollup summaries based on custom criteria. Unlike standard Salesforce rollup fields, RollUp Magic is not restricted to Master/Detail relationships; it enables easy creation of rollup summary fields even for objects with lookup relationships. Overcome the constraints of standard rollup summary fields with RollUp Magic.Starting Price: $55 USD/company/month -
12
Message Blink
Sastorm Software LLC
Message Blink is a robust SMS and WhatsApp messaging application built natively on Salesforce, designed to streamline and enhance customer communication within the CRM environment. It allows users to send one-to-one or bulk text messages and WhatsApp messages to leads, contacts, and custom objects, directly from Salesforce without needing to leave the platform. The app integrates seamlessly with Salesforce Lightning and Classic, enabling real-time, automated, and scheduled messaging through flows, process builders, and workflow rules. With Message Blink, marketing, sales, and support teams can improve engagement, reduce manual follow-ups, and deliver personalized communication at scale. Core functionalities include: Bulk Messaging: Send SMS or WhatsApp messages to thousands of Salesforce records simultaneously using standard or custom object lists. Automated Workflows: Trigger SMS/WhatsApp messages automatically based on user-defined events (e.g., lead creation, opportunity -
13
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 -
14
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. -
15
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 -
16
Chargent
AppFrontier
Chargent Payment Processing for Salesforce is the top payments application on the Salesforce AppExchange. Chargent is a 100% Salesforce native, lightning-ready credit card / ACH payment solution for one-time or recurring billing. Chargent puts you in complete control of your payment processing, managing everything right in Salesforce where your customer data is stored. Available as an easy-to-install Salesforce add-on, our highly extensible platform has been deployed in hundreds of organizations since 2008. Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process. Securely take phone payments from a user-friendly interface. Chargent is the leading payment processing application on the Salesforce AppExchange. Use multiple gateways simultaneously for separate business units. -
17
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 -
18
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 -
19
DBAmp
CData Software
DBAmp is the ultimate Salesforce integration solution for any SQL DBA. With DBAmp, you can easily access all your Salesforce data in real-time using standard SQL. For many organizations, SQL Server plays a critical role in BI and operational reporting. Using DBAmp, you can extend the same SQL Server integrations you’ve built for BI, analytics, and reporting to Salesforce data. - Enable Salesforce BI, analytics, & reporting from any tool through SQL Server - Connect data from internal systems with Salesforce in real-time - Build reports that combine live data across SQL Server and Salesforce to deliver up-to-the-minute insights You can quickly build integrations using T-SQL to perform real-time lookup and load operations. Access Salesforce data in real-time with SQL Select statements or make local copies of Salesforce data into a local SQL database.Starting Price: $2,495/yr -
20
Titan Sign
Titan
Design dynamic, responsive Salesforce signing processes with Titan’s simple drag-and-drop builder. Titan eSignatures are fully accessible and meet all requirements outlined in section 508. 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Sign, seal, and deliver agreements in minutes with everything tracked from Salesforce using Titan’s no-code eSignature solution. Create and track personalized quotes with intuitive drag-and-drop software for faster signing and smoother deals. Notify your salespeople and management team every time someone views, voids, or signs a document and easily track the entire signing process in Salesforce. Titan Sign also updates Salesforce records with data coming from the document or input fields once signing is completed. Even though Salesforce is a revolutionary tool, it does not have an out-of-the-box option for initiating and triggering signing processes.Starting Price: $12 per month -
21
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. -
22
ChargeOn
Cyntexa
ChargeOn is a 100% Salesforce-native application designed to simplify, automate, and optimize how businesses handle payments — all within Salesforce. It bridges the gap between your Salesforce CRM and 14+ leading payment gateways, giving your team a unified platform to streamline your overall payment management. Why Businesses Need ChargeOn Businesses often faced challenges in receiving Salesforce payments due to manual processes. these processes slowed revenue recognition, resulted in duplication of records and imped customer experiences. ChargeOn eliminates these challenges by providing a seamless payment ecosystem inside Salesforce — ensuring faster collections, improved cash flow, and improved visibility in customer's payment journey. No more switching between systems or chasing failed payments — everything happens in one place, securely and automatically.Starting Price: $3500 -
23
ZoomInfo Field Trip
ZoomInfo
Get reports on standard and custom field usage for insight into data quality. Ever wish that you could finally achieve that perfect, clutter-free page layout that you’ve been dreaming about? Unpopulated fields in your Salesforce Org cause confusion, skew reports, and make basic admin duties more difficult than they need to be. Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization. With a simple install, an intuitive user interface, and an easy-to-export report, Field Trip has made analyzing your fields quick and painless. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof). -
24
Learnsmarter
Learnsmarter
Add Learnsmarter LMS to Salesforce and create an informative and flexible learning environment. Learnsmarter LMS is a native Salesforce app to manage learning. You can schedule virtual or in-person instructor-led training, track progress on training programs and combine all this with data from myTrailhead or another learning platform. Learnsmarter LMS has a pre-built integration to Trail Tracker, enabling you to easily combine Trailhead data with other learning information. Learn smarter LMS uses the best of Salesforce to give you timely information, unrivaled flexibility, and a single source of learning the truth for your staff, partners, dealer network, franchisees and customers. It's easy to create great-looking reports and dashboards and monitor what matters to you. Control data access to field level for individual users or groups. All data sits in Salesforce, meaning regulatory and compliance issues can easily be met.Starting Price: $995 per year -
25
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 -
26
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 -
27
Astonous Ship
Astonous Ship
Astonous Ship is a 100% Salesforce Native Multi-Carrier Shipping App. Our app seamlessly integrates FedEx, UPS, and USPS with Salesforce, allowing you to easily manage your shipments within your CRM. Instantly calculate shipping rates from any object in Salesforce and generate shipping and return labels with ease. Our workflow and process builder integration helps streamline your shipping process, and you can even create shipments from any object to auto-fill shipping information and save time. With our shipment status tracking feature, you can easily track your shipments and view detailed tracking information without leaving Salesforce. All shipment data stays in Salesforce, so you can keep your records up-to-date and easily accessible. Get real-time notifications with email notifications and chatter posts.Starting Price: $200/company/month -
28
Pimly
Pimly
Increase revenues and lower costs with Pimly's fully native Salesforce PIM solution. Learn how Pimly can streamline product information management for your business. Pimly is changing the way you manage product information. For the first time you are able to bring all your product information into Salesforce to easily manage and utilize product data and digital assets across your Salesforce clouds. Pull all production info into Salesforce, regardless where it resides, to streamline data exchange and standardize on one widely-shared system. Connect product information with the business. Eliminate the tedium for business stakeholders like sales, marketing, and service of spending countless hours searching for pertinent product information. Strengthen opportunities by arming sales and service with the best, latest and complete product data, sell sheets and digital catalogs. All in the system they’re already in - Salesforce. -
29
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. -
30
GPTfy
GPTfy
Transform your work with AI-driven automation to Skyrocket revenue, Improve decision-making, and cut costs. Intuitive design for effortless data processing. User-friendly interface that integrates smoothly with Salesforce. Go live in under 60 mins for a faster, seamless experience. Effortlessly integrate ChatGPT to analyze your Salesforce data. Grow confidently while complying with Salesforce governor limits. GPTfy supports growth and maintains compliance, even with large data volumes. GPTfy anonymizes and securely sends relevant Salesforce data to ChatGPT and other AI services for processing. It brings back the results right inside Salesforce. This lets your sales, customer success, marketing, and other Salesforce users benefit from AI-based automation.Starting Price: $9.99 per month -
31
OrchestraCMS
Stantive Technologies Group
OrchestraCMS by Bridgeline is the only content and digital experience platform built 100% native on Salesforce. OrchestraCMS helps Salesforce customers create compelling digital experiences for their customers, partners, and employees; uniquely combining content with business data, processes and applications across any channel or device. Intuitive personalization engine to deliver a single source of truth in communication - delivering the right information to the right people, at the right time — on any device or channel. Leverages Salesforce infrastructure, security model, data, apps, workflow and other processes with no incremental costs. Anything on the Salesforce platform is auto-discovered and available to be surfaced as content. OrchestraCMS’ rich set of APIs enable development of custom solutions, third-party integrations and deliver digital transformation initiatives on the Salesforce platform. -
32
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. -
33
Easy Rollup
Cyntexa Labs
Easy Rollup is the smart choice because it's: ✔Easier to Use ✔More Powerful ✔Free of Cost ✔Provides no limit on the number of Rollups Easy Rollup is 100% native which means it runs seamlessly within Salesforce with user-friendly UI. It is easy to install and doesn’t require any additional setup to get started. Easy Rollup helps businesses to create a custom Rollup Summary in Salesforce with clicks and no code. It allows to leverage the following functionalities within Salesforce: 1. Supports roll-up on lookup objects as well. 2. Export the records(either selected or all) in a single click. 3. Create a filter and add more than one criteria in a single filter. 4. View the number of Rollups on objects in graphical format. 5. Edit any existing Rollup detail and filters. 6. User-friendly UI. Rolling up data inside Salesforce was never so easy. -
34
LiftIQ
LiftIQ
Focus Your Team. Lift Revenue. The smarter way to identify high value customers, synchronize efforts and drive revenue growth. Elegant solutions built directly in Salesforce. Empower individuals to see the greatest revenue and conversion potential. Leverage rules engines and machine learning to prioritize prospects and customers. Intuitive UI built directly in Salesforce that eliminates noise and distractions. Create target lists from LiftIQ's prioritized view of accounts and opportunities. Synchronize efforts between account executives and account development. Build and share lists to execute your ABM strategies. Reach out to contacts directly from Salesforce from LiftIQ's prioritized views. View relevant company information and drivers to intelligently engage individuals. Capture engagement directly in Salesforce. -
35
Heeet
Heeet
Heeet is a CRM-native marketing attribution and intelligence platform built for B2B teams that are tired of guessing what drives revenue. It captures every meaningful marketing and sales touchpoint, ties them to contacts, accounts, opportunities, and revenue, and stores all of that data directly inside Salesforce or HubSpot—not in an external BI tool, CDP, or data warehouse. Features include: - Revenue attribution & ROI proof - Buyer journey & path analysis (Journey Analytics) - Budget reallocation & channel optimization - Privacy-safe cookieless tracking - Multi-touch attribution engine - Automating Campaign & Influence Objects - Persistent influence tracking at opportunity creation - LinkedIn Engagement tracking - Paid Ad Synchronization to bring detailed live campaign performance data into Salesforce and HubSpotStarting Price: $1490 -
36
GoMeddo
GoMeddo
GoMeddo is a limitless scheduling and booking system for all industries and businesses of any size. From managing educational courses to gym classes, and vehicle bookings to salon appointments, GoMeddo leverages the power of Salesforce to make any booking requirement a possibility. As a native Salesforce solution, GoMeddo ensures all scheduling and booking information resides within a single system, eliminating information loss, double bookings, and the need to switch between platforms. It supports a full business cycle, from planning and reservations to bookings and payments, with all data stored in Salesforce for easy customer engagement. Key features include real-time availability monitoring, self-service booking through user-friendly widgets or Salesforce Experience Cloud integration, seamless check-in/check-out functionality via QR codes or directly within Salesforce, and secure payment processing supporting various methods.Starting Price: €695 per month -
37
Titan Forms
Titan
Create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop Salesforce forms builder. Titan Forms works with any object and is the only product on the market with real-time Salesforce integration. Get Salesforce forms and custom web portals with Titan’s simple drag-and-drop builder. Unlike other form tools for Salesforce, our product is very flexible! Titan enables you to read and write from multiple objects in real-time. You will be able to add any logic and work with any data structure: one-to-many, many-to-many, junction objects, lookup fields, formulas, list views, and related lists. Titan is the only product that gives you the power to edit bulk records, use grid views, and upload files. With us, you can design forms with complete freedom without writing any code.Starting Price: $150 per month -
38
Appinium
Appinium
Driving the river of data. Appinium is the most powerful way to leverage videos, multimedia, webinars, and learning natively across your Salesforce environment. Interactive Video Marketing, Unleashed. For the past 15 years, you’ve heard that “video is the future” of marketing. We’re past that now. Data-driven interactive video is the new benchmark. ViewTrac: 100% Native Video and SCORM Enablement. Unleash the power of video across the Salesforce platform (including Communities and Trailhead) with ViewTrac's native multimedia player: a powerful solution to upload, share, track, and analyze video engagement. Data. You might already know how many views your videos have. But who is watching them? Are certain videos more engaging than others? And do those people who interact with video content ultimately convert more often? Zoom integration. Schedule all your Zoom Webinars right from within Salesforce, track registrations and attendance, then enhance the recording with CTAs -
39
DataGroomr
DataGroomr
Deduplicate Salesforce the Easy Way. DataGroomr leverages Machine Learning to detect duplicate Salesforce records automatically. Duplicate records are loaded into a queue for users to compare records side-by-side, select which values to retain, append new values and merge. DataGroomr has everything you need to find, merge and get rid of dupes for good. No need to set up complex rules, DataGroomr's Machine Learning algorithms do the work for you. Conveniently merge duplicate records as-you-go or merge en masse, all directly from within the app. Select field values for master record or use inline editing to define new values as you deduplicate. Don't want to review org-wide duplicates? Define your own dataset by region, industry or any Salesforce field. Leverage the import wizard to deduplicate, merge and append records while importing to Salesforce. Set up automated duplication reports and mass merge tasks at a frequency that fits your schedule.Starting Price: $99 per user per year -
40
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. -
41
Algoworks Task Manager
Algoworks
A native application for managers to manage deadline tasks of all teammates from a central location! Task Manager App gives Salesforce users and their managers a way to manage tasks, to see and prioritize all open tasks of the selected user in a single tab. Users having Salesforce user licenses are listed in a drop-down list. The user can select their own self (default selection), “All”, or “other user” to view the tasks. This will list all the tasks for which the due date field was missed or forgotten to be filled. Tracking is in no way going to be missed with Task Manager! You can search through anything at all which works on all the displayed columns without page reload/refresh. Now you will never miss your tasks. There will be no such thing as ‘lost in procrastination/missed’. This is the app you need if you want to get the best out of your Salesforce solution by never missing any tasks anymore and empowering yourself with maximum utilization of task management on Salesforce. -
42
DigitSec S4
DigitSec
S4 establishes Salesforce DevSecOps in the CI/CD pipeline in under an hour. S4 empowers developers to find & fix vulnerabilities before production where they can lead to a data breach. Securing Salesforce during development reduces risk and accelerates the pace of deployment. S4 for Salesforce™, our patented SaaS Security Scanner™, automatically assesses Salesforce security posture with its full-spectrum continuous application security testing (CAST) platform purpose-built to detect Salesforce vulnerabilities with its four integrated scans for fast and effortless detection. Static Source Code Analysis (SAST), Interactive Runtime Testing (IAST), Software Composition Analysis (SCA), and Cloud Security Configuration Review. Our static application security testing (SAST) engine is a core feature of S4, providing automated scanning and analysis of all custom source code in your Salesforce Org including Apex, VisualForce, Lightning Web Components, and related-JavaScript. -
43
iSyncSF
H2TECH Software
iSyncSF supports truly "n" level parent & child relationships. Admin/Developer does not need to define orders of an object, this app will detect the orders of data migration which makes this app super easy to configure & manage. iSyncSF is 100% native, so data will never go outside the salesforce environment even for the processing which gives 100% data security. Data Masking feature can enhance your data security while moving secure data from production to the sandbox. iSyncSF will provide templates for all popular apps like Salesforce CPQ/Billing, Apttus/Conga CPQ/CLM/AWA/Composer, Financial Force, and many more. With these templates, Users can start using an application from day one. -
44
Avonni Creator
Avonni Labs
Design, prototype and collaborate to bring your ideas to life. Transform the way you create Salesforce prototypes down to the smallest detail. Customize layouts for both Salesforce desktop and mobile interface. Get a preview of your prototypes, test and validate everything. Set the resizing rules to easily scale things up and down for different screen resolutions and adapt them for desktop and mobile. Layouts will resize with their text and elements inside to fit a wide array of modern devices. Easily modify a component's UI for different screen sizes by creating custom classes. Wouldn’t it be great if you could import existing objects, fields and layouts from your Salesforce into Avonni? That's easy with just a few clicks. No need to recreate everything from scratch. Use 400+ pre-built templates specifically tailored for Salesforce Lightning. Charts, related lists, modal boxes, cards, just to name a few. Quickly customize them with our easy-to-use drag and drop tool.Starting Price: $ 90per month -
45
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 -
46
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 -
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Precursive
Precursive
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.Starting Price: $20 per month -
48
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. -
49
Salesforce CRM Analytics
Salesforce
CRM Analytics, powered by Salesforce, is an advanced platform that combines AI-driven insights with Salesforce data to help businesses make faster, more informed decisions. It offers real-time predictions and recommendations, enabling businesses to uncover actionable insights specific to their industry and role. With out-of-the-box dashboards and over 50 data connectors, CRM Analytics allows users to integrate external data and create a holistic view of their customers. This helps to identify opportunities for cross-selling and upselling, automate tasks, and optimize business processes directly within the Salesforce workflow.Starting Price: $50 per user per month -
50
Power Broker
Power Broker Software
Power Broker is built specifically for Commercial Real Estate. Our sole focus is extending Salesforce.com for commercial real estate. We develop CRM from real-world commercial real estate expertise–and with a Salesforce foundation that delivers results. By brokers–for brokers. Power Broker is built on the #1 CRM in the world–Salesforce. Simply, Salesforce is the most reliable, most functional, most progressive CRM platform on the planet. And Power Broker includes all of the power and simplicity of enterprise Salesforce into our application for you. Power Broker is the most complete solution in the market for commercial real estate. Power Broker understands that those who practice commercial real estate professionally–require a professional solution. Power Broker is simple to use yet includes complete functionality that other commercial real estate CRMs lack.Starting Price: $49.00/month/user
