Alternatives to GPTfy

Compare GPTfy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to GPTfy in 2026. Compare features, ratings, user reviews, pricing, and more from GPTfy competitors and alternatives in order to make an informed decision for your business.

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    Declarative Webhooks
    Like having Postman inside Salesforce! Declarative Webhooks allows users to quickly and easily configure bi-directional integrations between Salesforce and external systems using a point-and-click interface. No coding is required, making it a fast and efficient and as a native solution, Declarative Webhooks seamlessly integrates with Salesforce platform features such as Flow, Process Builder, and Apex. You can also leverage the AI Integration Agent feature to automatically build your integration templates by providing it with links to API documentation.
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    Titan

    Titan

    Titan

    Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.
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    Veloxy

    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.
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    Starting Price: $49 user/month
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    Colby

    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.
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    Woobot

    Woobot

    Woobot

    People at their peak are 2-5x more productive than they are on average. Yet, interruptions and app switching waste 40-60% of the typical worker's time. Let teams riff with relevant, real time data in their collaboration tool of choice and watch productivity soar. Transform the remote work experience and breathe new life into Salesforce by seamlessly threading business critical data within the context of the conversation using Woobot's powerful, flexible integration platform. Shape the future of work by giving your remote teams the Salesforce data they need where they already spend their day. Enable quicker, more effective decision making with realtime Salesforce workstreams and actionable insights. Update Salesforce from the context of the conversation for improved data hygiene and better team alignment. The Woobot platform lets you find, view, update and create records in Salesforce and other enterprise systems directly within your collaboration platforms.
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    Sales Sparrow

    Sales Sparrow

    True Sparrow

    You can seamlessly add notes directly in Salesforce and get AI-driven suggestions to create, and manage tasks and events. Start crafting notes instantly on your mobile. Based on your notes, our AI engine recommends you create tasks and events with a single tap. The home page intelligently prioritizes accounts requiring attention, while the streamlined account search ensures quick access. Every account page contains essential information to help you prepare for your upcoming calls. Sales Sparrow enables anyone to connect their Salesforce account and access their lead details, gather insights, and effortlessly add notes directly in Salesforce. It also provides AI-driven suggestions based on their notes for next steps, enabling them to create and manage tasks and events.
    Starting Price: Free
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    Dooly

    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
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    AskElephant

    AskElephant

    AskElephant

    AskElephant is an AI Revenue Automation Platform that turns customer conversations into automatic CRM updates, handoffs, and follow-ups for go-to-market teams. Built for mid-sized B2B companies, it eliminates manual data entry by capturing key details from sales calls and writing them directly into HubSpot or Salesforce. The platform automatically triggers follow-up tasks, routes alerts, and creates consistent handoff packages between Sales and Customer Success—keeping data accurate and teams aligned without cleanup work. AskElephant integrates with HubSpot, Salesforce, Slack, Zoom, and other GTM tools, and includes hands-on workflow support to design and refine automations as your process evolves.
    Starting Price: $99
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    Rollio

    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.
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    CloseBot

    CloseBot

    CloseBot.ai

    CloseBot is an AI-powered platform that helps businesses automate lead qualification and appointment booking through smart, conversational bots. With a no-code, drag-and-drop interface, users can quickly build AI agents that handle chats, schedule meetings, update CRM fields, and more—across unlimited sub-accounts, even on the free plan. Trusted by over 30,000 businesses, CloseBot integrates with major platforms like HubSpot, Salesforce, and Podio, providing a scalable and cost-effective way to convert leads into paying customers without hiring human agents.
    Starting Price: $49/month
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    Next Quarter

    Next Quarter

    Next Quarter

    The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy.
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    Conversity

    Conversity

    Aumenta Global Services

    Integrate Conversity with your Facebook Messenger and create the most complete customer engagement tool ever. With Conversity at the backend, you can route & distribute incoming chats to your internal teams, manage offline chats, transfer chats amongst your teams, create multi-party conferences etc. With a ton of enterprise-class features Conversity is one of the most advanced & complete customer engagement solutions for Facebook Messenger. With Conversity, you can build custom, interactive, multi-level menus options to help your customers route chats to appropriate teams or departments. You can send info text via the menu options or gather user input before sending the chat to your support team. Conversity integrates with all popular CRM & LMS (Leads Management Systems) like Salesforce, Zendesk, Microsoft Dynamics, Oracle CRM, Hubspot, Marketo, Freshdesk, Zoho, SugarCRM. Conversity also integrates with Content Management Systems like WordPress, Joomla, Magento, etc.
    Starting Price: $99.00/month/user
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    Spara

    Spara

    Spara

    Spara is the first AI-powered platform that converts inbound website traffic into qualified pipeline—instantly. Our multimodal AI agents engage leads in real time, answer buyer questions, show your product, and schedule meetings with your sales team. Built for hybrid sales teams, Spara automates the top of your funnel—from pre-qualification to demo—so SDRs and AEs can focus on closing, not chasing. Spara includes: Spara SmartBar – AI-powered search and Q&A bar embedded on your site Spara Navigator – A bottom-right AI chat that drives MQL-to-SQL conversion Spara Fullscreen – Full-page interactive demos and buyer flows Spara Email & Voice (coming soon) – AI that nurtures and qualifies beyond the website Spara integrates with Salesforce, HubSpot, Chili Piper, Slack, and other GTM to
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    Dialpad Sell
    Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.
    Starting Price: $95 per user per month
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    Microsoft Viva Sales
    Viva Sales harnesses the power of generative AI to deliver automatic content creation in Microsoft 365 apps resulting in deeper customer engagement and increased seller productivity. Be more productive by harnessing the power of generative AI on combined CRM and Microsoft 365 data to deliver real-time insights and automatic content creation so you can get back to what you love–connecting with customers. Focus on building relationships by automating and simplifying tasks with AI-generated emails, data collection, and entry. Get more done with actionable insights in the flow of work by bringing together data from Microsoft 365 apps and virtually any CRM system. Keep momentum rolling with AI-driven analytics that provide recommendations and reminders. Always stay up to date, whether your organization operates in Salesforce or Dynamics 365 Sales.
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    Spotlight.ai

    Spotlight.ai

    Spotlight.ai

    Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address.
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    Cirrus Insight

    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
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    Alta

    Alta

    Alta

    Alta is a data-driven AI revenue workforce platform that helps sales, marketing and RevOps teams automate, optimize and scale their go-to-market operations. Its suite of specialized AI agents, such as Katie for outbound prospecting, Alex for calling and lead qualification, and Luna for revenue operations and insights, connects to your CRM, ERP, billing and engagement tools, analyzes more than 50 data sources and enables 24/7 pipeline building, outreach, qualification and performance monitoring. Alta identifies high-intent prospects, personalizes multi-channel outreach (email, LinkedIn, calls), books meetings, updates systems in real time, and delivers actionable dashboards and alerts on performance, revenue leakage, campaign ROI and strategic metrics. With integrations across CRMs like Salesforce and HubSpot, billing platforms and Team collaboration tools, it gives leadership a unified view of revenue data, forecasts, and execution from one platform.
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    Microsoft 365 Copilot for Sales
    Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot with a role-based agent that connects to your CRM platform, bringing sales insights and generative AI directly into your daily workflow. It enhances efficiency by automating tasks such as drafting emails, setting up meetings, and generating content like pitch decks and meeting briefs within familiar tools like Outlook, Teams, Word, PowerPoint, and Excel. By providing AI-generated summaries of emails and meetings, as well as real-time call insights during Teams meetings, it enables more personalized customer interactions. Additionally, it streamlines workflows by allowing seamless sharing of information between Microsoft 365 apps and your CRM platform, supporting platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales.
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    Donna

    Donna

    Donna

    Donna is an AI assistant built specifically to support field sales teams by eliminating wasted time and helping them close more deals. It integrates seamlessly with major CRMs like Salesforce, SAP, and Microsoft Dynamics 365, syncing data automatically—even when teams use customized objects. Donna also connects to email and calendar tools such as Outlook, ensuring sales reps always know where they need to be next. With real-time insights and automated updates, it keeps workflows organized so field reps can stay focused on selling rather than admin tasks. Donna is backed by enterprise-grade security, including ISO 27001 certification and full GDPR, CCPA, and SOC 2 compliance. Trusted by more than 100 organizations and rated 4.9/5 on G2, Donna is engineered to simplify and optimize the day-to-day of field sales operations.
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    Netguru Omega
    Omega is an internally developed AI agent integrated directly into Slack to supercharge sales workflows by handling routine tasks, surfacing insights, and nudging team members toward best practices, all with minimal friction. It seamlessly connects with core tools like Slack, Google Drive, Apollo, Salesforce, and transcript systems to automate time-consuming chores, generating call agendas, summarizing expert calls, locating relevant documents, and tracking deal progression. Omega operates as a modular, multi-agent system, utilizing specialized roles orchestrated via frameworks like AutoGen to plan, execute, and validate actions within the workflow. This architecture runs on a cloud-native, serverless stack using AWS Lambda and Step Functions, enabling flexibility and scale. Observability and iteration are supported through tools like Langfuse, Promptfoo, CI/CD pipelines, and Terraform.
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    Knock2

    Knock2

    Knock2

    Knock2 is a platform designed to transform anonymous website visitors into actionable sales opportunities. By identifying and enriching visitor profiles, it enables businesses to engage potential customers through personalized email campaigns and AI-powered chat interactions. The platform offers seamless integrations with tools like HubSpot, Salesforce, and Slack, ensuring efficient data flow across systems. Knock2 caters to sales, marketing, and customer success teams by automating outreach and enhancing engagement strategies. Users have reported increased pipeline coverage and improved sales processes, highlighting the platform's effectiveness in capturing and converting leads.
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    WINN.AI

    WINN.AI

    WINN.AI

    Winn.AI tracks your AE’s conversations in real-time, letting them know which talking points they’ve addressed and which they still have left to communicate. Reduce your team’s busy work. Winn.AI understands and captures prospects’ answers automatically, and imports it all to Salesforce or HubSpot in a click. Wish you could whisper the next line in your AE’s ear. Winn.AI detects and interprets prospect questions and discretely feeds your reps the information they need to keep the conversation rolling. Winn.AI tracks your conversations in real time, letting you know which talking points you've addressed and which you still have left to communicate. Winn.AI detects and interprets their questions and discretely feeds you the information you need to keep the conversation rolling.
    Starting Price: $59 per month
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    Arovy

    Arovy

    Arovy

    Arovy is a cutting-edge Salesforce data governance and risk management platform designed to give enterprises full visibility and control over their Salesforce ecosystem. It breaks down data silos with automated data dictionaries, real-time change tracking, and intelligent impact analysis. With advanced threat detection, API monitoring, and audit trail tracking, Arovy ensures your Salesforce environment stays secure, compliant, and optimized for performance. The platform empowers teams to understand dependencies, monitor integrations, and eliminate tech debt using AI-driven insights. Its proactive alerts and visual dashboards help users identify risks before they escalate—making Arovy the ultimate control center for Salesforce management. Trusted by over 250 leading Salesforce customers, Arovy helps businesses operate confidently in the AI-driven era of data governance.
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    Vigience Overcast
    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.
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    DigitSec S4

    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.
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    Quip

    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.
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    Starting Price: $10/month
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    DataTools

    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.
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    ShiftUp

    ShiftUp

    ShiftUp

    ShiftUp is an AI-powered sales intelligence platform built natively into Salesforce that helps enterprises uncover and act on hidden revenue opportunities across their entire account base. It continuously analyzes large account portfolios, often including hundreds of accounts per rep, and detects dormant or underused accounts that hold potential deals. ShiftUp delivers prioritized, actionable insights directly inside Salesforce, surfacing high-value opportunities. It identifies early signals such as technology-stack changes, new executive hires, M&A activity, regulatory shifts, or budget expansions, offering “premium revenue signals” that often indicate a high likelihood of future purchases. For each account, it can generate stakeholder maps (economic buyers, technical evaluators, decision influencers), budget indicators, and competitor-landscape insights, effectively giving sellers a complete view of who to approach and when.
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    Hubbl Diagnostics

    Hubbl Diagnostics

    Hubbl Diagnostics

    Hubbl Diagnostics provides Salesforce admins, architects, and consultants with the broadest and most actionable insights into any Salesforce org. Transform your Salesforce operations, streamline processes, optimize efficiency, and achieve unparalleled success. Our mission is clear: to help organizations tackle technical debt, eliminate redundant automation, and navigate the ever-expanding complexity of their Salesforce orgs. By doing so, we enable businesses to maximize their return on investment in Salesforce, achieving results faster than ever before. What sets Hubbl Diagnostics apart is our proprietary metadata aggregation, which not only delivers invaluable insights but also equips the Salesforce ecosystem with benchmark data. With this data, users can easily measure and compare their org complexity against others in their industry, gaining a competitive edge.
    Starting Price: $79/mo
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    Rep AI
    Rep AI combines the latest in behavioral AI (built in-house) & conversational AI (from ChatGPT) to deliver personalized shopping experiences to everyone. A conversational shopping assistant powered by ChatGPT. Rep handles the entire shopping experience right in the chat — even checkout. Every conversation is contextual and focused — like it should be. AI constantly scans your website so it’s always updated — let AI do the heavy-lifting. Our AI answers all product-related questions in a conversational way. It even understands idioms and slang. Includes multi-language support, contextual conversations, and an AI built to serve 24/7. We are using a deep learning predictive algorithm to detect visitors that require help in real-time and offer them personalized and hyper-contextual artificial intelligent shopping assistance.
    Starting Price: $79 per month
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    Avina

    Avina

    Avina

    Avina is an AI‑driven revenue automation and signals intelligence platform for B2B sales teams. It continuously captures and enriches real‑time buying signals, from anonymous web visits (including detailed page interaction like scrolls, highlights, and copy/paste), ad and email engagement, LinkedIn activity, job changes, CRM updates, and more, then scores and deduplicates them into a prioritized “Signals Inbox.” With a lightweight web SDK and native integrations into tools like HubSpot, Salesforce, Slack, Outreach, SalesLoft, and ad platforms, it creates an automated, unified customer data platform that surfaces the highest‑value prospects and recommended actions. The AI assists with drafting personalized outreach, generating pre‑ and post‑meeting briefs, syncing activities back to CRMs, and triggering workflows. Teams can deploy in under 30 minutes and begin seeing pipeline impact within a week. Backed by secure infrastructure (TLS/AES encryption, role‑based access, audit trails).
    Starting Price: $450 per month
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    Titan Flow
    Effortlessly streamline any business process at speed and scale using Titan’s no-code workflow tool for Salesforce. Build flexible and robust business processes with zero code using Titan Flow. Connect payment providers, cloud-based storage, and much more. Our flows are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks. Titan’s OCR feature enables you to upload and process any doc you can think of to create Salesforce records in seconds. Create, route, update, execute, and report on approval processes in Salesforce with Titan Flow. You’re spoilt for choice with Titan’s wide range of storage integration options. Automatically merge any file in any format you can think of using absolutely no code with Titan for Salesforce. Scan barcodes with ease and push them to Salesforce to automate business flows. Design and execute any approval process you can think of to connect users both in and out of Salesforce.
    Starting Price: $350 per month
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    Report Sender

    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
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    Salesforce CRM Analytics
    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
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    Wonderway

    Wonderway

    Wonderway

    Wonderway Coach AI provides a real sales coaching on EVERY. SINGLE. CALL. What can Wonderway Coach do for you: - Fills in coaching scorecards for every call - Checks who is following the playbook (and who isn’t) - Automates the sales QA process - Understands strengths and weaknesses of each sales rep - Identifies what top performers do differently - Saves managers hours each week listening to calls What makes us different from other sales call recording tools? COACH doesn’t compete with conversation intelligence tools - we integrate with them. COACH uses ChatGPT to analyze performance, fill in scorecards and give reps personalized feedback just like a manager (but in a fraction of the time).
    Starting Price: $40/month/user
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    Vonage Contact Center
    Cloud contact center software designed for your business. Transform communications inside and outside your organization with Vonage contact centers. For companies using Salesforce, our Salesforce contact center solution (formerly NewVoiceMedia) provides full integration for great customer and agent experiences. We've also got other cloud contact center options for any business size or need. Vonage tightly integrates contact center and unified communications to put everything you need for communication on one flexible cloud platform. Leverage all your Salesforce capabilities and data to personally address customers and complete faster, more effective calls, thanks to our deep integration with Salesforce. Make automated, informed, and faster routing decisions based on any Salesforce object - ensuring the best available agent speaks to the right customer. Provide your agents with everything they need to have great conversations.
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    Traq.ai

    Traq.ai

    Traq.ai

    Traq.ai is an innovative sales intelligence company that is gaining market traction. Our proprietary AI, combined with ChatGPT, translates sales conversations into actionable data. Traq.ai boosts sales team effectiveness and efficiency by analyzing each call and providing Call Coaching, Call Summaries, Risk Analysis, Thank You emails, Follow-up lists, and more. By delivering data-driven insights, Traq.ai improves win-rates and accelerates revenue growth.
    Starting Price: $30 per month
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    ChatBridge

    ChatBridge

    Concret.io

    ChatBridge is the ultimate Salesforce Chat Translator for organizations supporting customers across borders and languages. By embedding real-time translation directly into the Service Console, it eliminates language barriers, minimizes agent effort, and maintains translation accuracy using enterprise-grade engines. Teams can support 130+ languages without leaving Salesforce, making ChatBridge ideal for e-commerce, global customer service hubs, domestic multilingual regions, education, and non-profits. With smart features like translation caching, agent-preferred language settings, and native integration, ChatBridge transforms Salesforce into a truly multilingual support platform. If you need reliable chat translation for Salesforce, ChatBridge offers a seamless, scalable solution.
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    scope.money

    scope.money

    scope.money

    Sales Engagement Tool Powered by AI 🚀 1️⃣ Channel Aggregation - Swift, Data-Driven Decisions. We aggregate data from email, LinkedIn (activities and profile data), phone call activities, and other tasks in one dashboard. 2️⃣ Personalized Messaging - Ensuring Meaningful Engagements Every Time. Our solution allows the creation of welcoming, seamless messages that align with your unique communication style, designed for your specific purpose – and all it takes is a single click for LinkedIn. In our free plan, you can experiment with personalized messaging based on ChatGPT (GPT-3.5 model) while our paid plans provide access to GPT-4 which offers a quality five times better. 3️⃣ Workflow Automation - Saving Time and Reducing Issues. Craft your own workflows to automate team communication and daily task planning. You can create steps (tasks) via triggers and close them using custom events which are tailored to your unique sales and business processes.
    Starting Price: €9.95/month/user
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    OrchestraCMS

    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.
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    Impowr

    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
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    Chargent

    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.
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    DBAmp

    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
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    Agentforce 360 for Manufacturing
    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.
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    GRAX

    GRAX

    GRAX

    GRAX is the leader in Salesforce Data Protection throughout its lifecycle, where you can own and control 100% of your Salesforce data. GRAX is disrupting the Salesforce data protection industry by combining Salesforce data backup, recovery, and archiving with scalable data operations (Data Management - DataOps) for a true Salesforce Data Lifecycle Management solution. The same tool that lets you backup, archive, and recover your Salesforce historical data is also the best way to capture, ingest, and pipe those historical versions of your data into your DataOps ecosystem. Reuse and consume your CRM data in industry tools, such as AWS SageMaker, Power BI by Azure, AWS Redshift, Tableau, AWS QuickSight, Snowflake, Google BigQuery, and many others.
    Starting Price: $9,000/mo per Salesforce Org
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    ChargeOn

    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
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    Metazoa Monarch
    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.
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    Proof MRM

    Proof MRM

    ProofAnalytics

    Proof MRM on Salesforce™ provides an intuitive hierarchical structure with a parent/child relationship when it comes to marketing plans, journeys and associated marketing activities, supporting up to five levels within this hierarchy. Proof MRM on Salesforce™ offers intuitive and real-time collaboration from right within the Salesforce platform interface through integration with Quip. Being built natively on the Salesforce lightning platform allows the usage of standard Salesforce functionality like tasks to manage your workflow. Leverage Salesforce reporting and Kanban view to reporting on any data field, including custom fields, and visualize campaign progress via the standard Salesforce Kanban view.
    Starting Price: $129 per user per month
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    Metrica Power BI Connector for Salesforce
    Metrica Power BI Connector for Salesforce is a data connector that enables organizations to connect Microsoft Power BI directly to Salesforce for reporting and analytics. It allows analytics teams to access Salesforce data, including standard and custom objects, without building custom integrations or exporting data manually. The connector is designed for BI teams that use Salesforce as a core operational system and Power BI as their primary analytics platform. It supports large datasets, complex object relationships, and schema changes while maintaining stable data access for production reporting environments. With Metrica Power BI Connector for Salesforce, teams can build Power BI dashboards for sales pipeline analysis, revenue reporting, and operational metrics based on Salesforce data. The solution Salesforce permission models, helping organizations maintain controlled and secure access to CRM data.