Alternatives to Sweep
Compare Sweep alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Sweep in 2026. Compare features, ratings, user reviews, pricing, and more from Sweep competitors and alternatives in order to make an informed decision for your business.
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1
LeanData
LeanData
LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey. With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design. Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond. -
2
Plauti
Plauti
A complete data management platform native to Salesforce and Microsoft Dynamics. Verify, deduplicate, and unify siloed data. Execute smart single-click actions and intelligently assign any record, all within your CRM. Plauti is a Salesforce-native data management platform designed to ensure your customer data is accurate, complete, and actionable. It offers a seamless integration with Salesforce to verify, deduplicate, manipulate, and assign records automatically, empowering your teams to make faster, smarter decisions. Plauti’s end-to-end data orchestration ensures that your records are validated and routed correctly, enabling businesses to trust their CRM data at every stage of the record’s lifecycle. With Plauti, you can automate processes, maintain data integrity, and deliver better results without relying on external tools. -
3
ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
4
DemandScience
DemandScience
Generate Leads for a Future-Proof Sales and Marketing Funnel DemandScience is a B2B demand generation company that makes marketing and sales easier by enabling organizations to find the right prospects faster and target in-market buyers. The DemandScience Live Data Factory uses innovative technologies to deliver accurate data with relevant intent signals, helping organizations accelerate the buyers' journey from top-of-funnel to conversion. Solutions offered: • PureSyndication • PureABM • PurePush -
5
Veloxy
Veloxy
VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.Starting Price: $49 user/month -
6
Opensense
Opensense
The smarter way to send email. Opensense helps marketing, sales, compliance, and IT teams unlock the power of employee email to guard their brand and grow their funnel. With Opensense, you can effortlessly manage company-wide email signatures, launch powerful email ad campaigns, gain valuable sales insights, and ensure compliance, all within a single, user-friendly platform. Our advanced solution seamlessly integrates with the most popular productivity suites and email clients, including Office 365, Microsoft 365, Google Workspace, Outlook, Gmail, and Exchange, as well as major CRM and marketing automation tools like HubSpot, Adobe Marketo, Pardot, Eloqua, Microsoft Dynamics, and Salesforce. Customers like Qualtrics, Salesforce, Adobe, and Outreach.io use Opensense email signatures and ad campaigns to promote content, events, and power-targeted ABM campaigns.Starting Price: $1 per user/month* -
7
Demodesk
Demodesk
Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.Starting Price: $49/month/user -
8
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
9
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. -
10
Velocify
ICE Mortgage Technology
To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.Starting Price: $60 per user per month -
11
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 -
12
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. -
13
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 -
14
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
15
Sugar Sell
SugarCRM
Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.Starting Price: $40 per user per month -
16
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
17
Momentum
Momentum
Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.Starting Price: $69/user/month -
18
Round Robin Distributor
Mirketa
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.Starting Price: $169/company/month (10 users) -
19
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. -
20
SmartCloud Connect
Invisible
Take calendar and inbox integration to the next level with SmartCloud Connect for Salesforce. A highly customizable, all-in-one solution for modern sales teams, SmartCloud Connect brings Salesforce right to your inbox so you can make document management flow more easily. With SmartCloud Connect, sales reps and managers, sales operations, and service professionals can get a 360 degree view of their clients right from their inbox, sync their emails, calendar, and contact to any custom object, know what happens with your email after sending, and so much more. SmartCloud Connect supports Office365, Outlook, Gmail, Mac, iOS. -
21
Decisions on Demand
Decisions on Demand
Decisions on Demand helps sales and marketing operations teams implement Account-Based selling in Salesforce. Our AppExchange app automatically gets the right people assigned to the right leads, accounts, opportunities and other Salesforce objects, quickly and accurately. With an intuitive editor and management tools available in the Salesforce UI, a flexible and scalable rules engine and advanced Lead to Account Matching, Round Robin and Load Balancing capabilities, Decisions on Demand is built to handle the most complex assignment challenges. The app supports a wide range of Salesforce capabilities including Account and Opportunity Teams, Enterprise Territory Management, Communities (PRM) and Financial Services Cloud. Our flexible rules engine does more than just assignment, you can streamline business processes marketing and sales operations by eliminating a range of manual tasks.Starting Price: $20 per user per month -
22
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. -
23
ASPEC SF
SalesWays
How does your sales team decide which opportunity to work on? And when they do, are they right? ASPEC does the grueling research and planning for them, constantly analyzing every opportunity in the Salesforce list so they don’t have to. ASPEC places an accurate intrinsic value on each one and updates it as the sales cycle progresses. It uses that value and the ASPEC computer model of the opportunity to set a priority, and then organizes the entire list so what’s most important is on top, every day, every time. ASPEC for Salesforce focuses your sales team on one goal – increasing your sales. The patented computer modeling and intelligent analysis of your opportunities uses a graphical and interactive interface to guide you along the way so nothing gets forgotten. The Expert function takes you by the hand and dives deeper into the opportunity, questioning everything to be sure you’ve got it right and are on-track to win. -
24
iSEEit
iSEEit
Qualify more effectively, increase your sales process adoption rate, and close more deals with iSEEit on Salesforce. Evidence-based forecasting. Identifying gaps early in the sales cycle. Tracking progress to reduce deals from slipping. Visualize the buying circle. Understanding their roles and motivations. Making sure that sales is talking to the right people. Being a seasoned sales professional, our founder and CEO, Rizan Flenner, is well versed in the field of Enterprise Sales. Starting out as a Sales Rep and then working his way up to becoming a Sales Leader, he’s had many opportunities to work for the world’s most innovative companies who offer state-of-the-art software to clients such as CA Technologies, Dynatrace, Mercury interactive, BMC, and MongoDB. As a native Salesforce app, the iSEEit Opportunity Management Tool helps you visualize your sales process and seamlessly integrates all your data into one platform.Starting Price: $10 per month -
25
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. -
26
Salesvue
Salesvue
With a single user interface for tasks, appointments, opportunities, and more, there’s no guessing what to do, or when. Sales cadences provide structure for consistent engagement, whether it be outbound prospecting, quarterly customer touchpoints, or anything in between. Plus, save your sales reps critical time with repeatable cadences, automated and bulk email options, email templates, and more. Salesforce and Salesvue data work together in one platform to provide insights about follow-up timeliness, consistency of engagement, key drivers of success, and conversion rates across the entire sales cycle. With all Salesforce data and the playbook for their day in one place, sales reps can cut down on administrative task time and get into more conversations that result in closing more deals.Starting Price: $120 per month -
27
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 -
28
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 -
29
CT Mobile
Customertimes
Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more. -
30
Conga Grid
Conga
Are you looking for a faster way to manage your Salesforce data? Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. You’ll get clean and up-to-date data every time, resulting in better documents and happier customers. Ensure your data is always accurate and up-to-date so you can provide insights that drive meaningful action. Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Say goodbye to endless clicks with Conga Grid. Inline edit saves you from clicking through Salesforce records over and over to access data. Plus, update data 50% faster and increase productivity 10x with bulk edits. Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end. Bring all your Salesforce data together. -
31
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. -
32
LeadCRM
LeadCRM
LeadCRM is the ultimate Chrome extension for LinkedIn, built to simplify lead management and streamline your sales workflow. With robust integrations to leading CRMs such as HubSpot, Pipedrive, Salesforce, and Zoho, it empowers professionals to connect LinkedIn directly to their CRM and manage leads more efficiently. Key Features and Benefits: Seamless CRM Integrations: Effortlessly connect LinkedIn with popular CRMs like HubSpot, Pipedrive, Salesforce, and Zoho. Automate lead syncing to save time and reduce manual errors. Smart Lead Management: Collect, organize, and track leads directly from LinkedIn. Export contact information with a single click. Enhanced Productivity: View and manage LinkedIn conversations directly in your CRM. Leverage powerful tools to prioritize and follow up with leads effectively. User-Friendly Interface: Simple, intuitive design tailored for professionals. Easy setup and seamless integration with your existing tools.Starting Price: $29.95/month -
33
Klenty
Klenty
Klenty is a sales engagement platform that can help sales teams reach out to prospects by sending personalized emails and automated follow-ups at scale. Using Klenty, you can automate all the repetitive activities involved in your sales process like sending cold emails, follow-ups, tracking engagement metrics, etc - so that you can focus more on activities like building relationships and closing deals. Klenty has native integration with many of the popular CRM's like Pipedrive, Salesforce, Zoho, Hubspot, etc. that will help your teams automate the entire sales workflow and save your team hours every week.Starting Price: $30 per user per month -
34
Metazoa Snapshot
Metazoa
Change & Release Management Tool for Salesforce Admins. Snapshot provides highly visual tools to deploy metadata assets from a sandbox or Salesforce DX project to a production account. Over 40 comprehensive reports document every aspect of your Salesforce account: unused assets, complex relationships, disaster recovery, data security, and corporate compliance. With Snapshot you can forget about code. This powerful platform helps Salesforce professionals conquer complex Orgs with easy-to-use, drag and drop tools. It has never been easier to visualize and reduce complexity, improve security and compliance, and lower the total cost of org ownership. Metazoa Snapshot is the industry’s most comprehensive toolset for Org Management, Technical Debt Removal, and so much more! -
35
Laserfocus.io
Laserfocus.io
Manage your deals, tasks, and customers with an interface saves you 5 hours per week. We remove all the unnecessary Salesforce fluff and so you can stay focused on what's important, your customers. Make data hygiene part of your daily workflow. A chaotic pipeline doesn't help you, nor does it help your manager. But keeping everything up to date in Salesforce is laborious because of Salesforce. Laserfocus lets you update all your deals now in one flow, simple as a spreadsheet. and every change is saved instantly. Too many open tabs are an absolute productivity killer for modern salespeople. With Laserfocus, you can manage all your deals, customers, and tasks faster in one single interface. The result is less distraction and more time to focus on customers. Bulk edit or reschedule tasks to keep your inbox focused for the moment. Set new tasks from anywhere with shortcuts, so you don't forget them. Update and filter your data instantly below 100ms.Starting Price: $30 per user per month -
36
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 -
37
Salesforce Agentforce Marketing
Salesforce
Agentforce Marketing, formerly Marketing Cloud, is Salesforce’s AI-powered marketing platform designed to create personalized, two-way customer conversations. It combines unified data, autonomous AI agents, and full-funnel workflows into one connected system. Marketing Cloud enables businesses to deliver cross-channel campaigns that adapt in real time to customer behavior. With a single, trusted view of the customer, teams can coordinate efforts across marketing, sales, and service. The platform includes tools for automation, personalization, analytics, and loyalty management. Built-in AI capabilities help optimize campaigns and continuously improve performance. Agentforce Marketing empowers organizations to increase engagement, ROI, and long-term customer value. -
38
Serpent
Tekunda
Serpent is a Salesforce DevOps platform designed to eliminate bottlenecks and accelerate release cycles for Salesforce teams. It offers task-based GitFlow with a simple, visual interface that requires no deep Git expertise, allowing teams to plan, track, and deploy features and fixes confidently. The platform streamlines org management by providing instant access to scratch orgs, sandboxes, and production environments with minimal setup overhead. Serpent automates deployments of metadata and data in a single flow, removing the need for complex scripts or command line tools. It includes built-in version control, audit trails, and rollback capabilities, ensuring reliable and transparent release processes. Trusted by thousands, Serpent helps teams reduce manual work, ship faster, and improve collaboration between developers, admins, and testers.Starting Price: $79/month -
39
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. -
40
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. -
41
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 -
42
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 -
43
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 -
44
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 -
45
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 -
46
SalesSeek
SalesSeek
SalesSeek, a cloud-based customer relationship management (CRM) platform, is ideal for small, mid-sized, and large companies. SaleSeek primary features include contact management, sales funnel management, marketing automation, reporting, and email marketing. SaleSeek integrates well will Sage One, QuickBooks, Zendesk, Facebook, WordPress, and more.Starting Price: $48 per user per month -
47
GetFeedback
SurveyMonkey
Know your customers. Customer experience management designed specifically for Salesforce. Put customers at the center of your business. Seamlessly connect feedback data with Salesforce data to get a 360° view of the customer experience. When feedback data lives in Salesforce, it’s always current and actionable. Quickly respond to time-sensitive feedback and proactively make organizational changes that matter. Improve your customer experience in days, not months. Whether you're a Salesforce novice or guru, GetFeedback makes it easy to launch a CX program that works for you. Trusted by over 10,000 leading brands around the world. -
48
Akoonu
Akoonu
Easily give every sales team member the right level of visibility to encourage accountability and pipeline data integrity. Immediately increase productivity for everyone with intuitive pipeline views, roll-ups, and status indicators on opportunities. Natively developed on the Salesforce Lightning Platform for full data security, rapid deployment, and seamless integration with business processes. Quickly see how deals have flowed into and out of your pipeline, including new deals, wins, losses pushes, and more. Summary calculations show the change in total value, with all the underlying data that adds up to the net result. Quickly drill down to the individual deals to inspect how they each changed without dozens of windows, tabs, and clicks. Use visual cues alongside numeric values to weigh pipeline risk across deal factors including a number of deals, deal values, status, and timing. Review key data for individual deals to gain deal context and spot areas of concern.Starting Price: $20 per month -
49
Vyakar
Vyakar Inc.
Vyakar is a CA-based company offering services like List matching, Fuzzy matching, Lead routing, Marketing Segmentation and Lead to account matching to help companies to simplify their sales and marketing operations. We use a set of complex rules, dictionary and machine learning to deliver business results. Our products are integrated with major marketing automation systems and CRM like Salesforce, as well as it's designed to work standalone using web services for custom use cases. For more information, visit Vyakar's official website.Starting Price: Free trial available -
50
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.
