Best Collaboration Software for Salesforce - Page 3

Find and compare the best Collaboration software for Salesforce in 2026

Use the comparison tool below to compare the top Collaboration software for Salesforce on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    eXo Platform Reviews
    Top Pick

    eXo Platform

    eXo Platform

    $3.00/user/month
    49 Ratings
    eXo Platform is an open-source digital workplace for growing teams and enterprises. Flexible and feature-rich, eXo Platform covers a wide variety of features from knowledge, document and content management to social engagement and project/task collaboration integrated within one holistic solution. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.
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    Microsoft Outlook Reviews
    Top Pick
    Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.
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    Jira Reviews
    Top Pick
    Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.
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    Time Doctor Reviews
    Top Pick

    Time Doctor

    Time Doctor

    $9.99/month/user
    36 Ratings
    Time Doctor provides detailed analytics on where time is spent during a work day. You can see which websites and applications were used while working, and you can take screenshots of your computer screen every few seconds while they work. Time Doctor will track the time spent by each member of your team. It will also show you how much time was spent on each client, project, or task. Time tracking data is accurate down to the second so you can see exactly how time is being spent. You can also verify where it was spent. This data can be used to bill clients and to keep accurate records for staff. Your team will be able to get more done each day, which will increase productivity and reduce wasted time. Time Doctor makes it easy for you and your team to focus on the important tasks at hand. Time Doctor silently records all internet and application usage while they are working.
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    Prezi Reviews
    Top Pick
    Prezi is an online presentation and analytics tool for business teams. Prezi Business is backed by a complete suite of collaboration, creation and analytics tools. It transforms sales and client presentations into meaningful conversations, allowing businesses to connect and interact at a new level. Prezi Business is powered by Prezi Next and offers a variety of features, including cloud-based commenting to facilitate seamless collaboration, leaderboard analysis, dedicated customer success manager, custom designs, training opportunities, and more.
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    Vivantio Reviews
    Top Pick

    Vivantio

    Vivantio

    $59.00/month/user
    26 Ratings
    Vivantio has been recognized as one of the best customer service management software platforms on the market. We provide a SaaS service management product that serves multiple customer service areas including customer support ticketing, help desk, service desk, IT service management, asset management, and enterprise service management, all backed by proven industry frameworks, such as ITIL. Vivantio provides flexible licensing options to meet the business requirements of the world's fastest growing organizations.
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    vtenext Reviews
    Top Pick
    vtenext, the first and only All-In-One Customer Relationship Management (CRM) equipped with a BPMN engine and AI algorithms. Avoid departmental silos. They are a productivity killer. Holistic CRMs are a powerful tool that can improve the efficiency of every business area. BPMN Engine This is a natively-integrated tool that, through a graphical interface, allows to automate and digitize any type of business process. It avoids collaborators from doing tasks with low added-value and minimizes time loss and errors. Artificial Intelligence Integrated algorithms can make your organization more efficient and effective through: - automatic tickets, leads classificators Lead generation chatbot Chatbot for internal and external support OCR vtenext automates marketing, pre-sales, sales, customer service, and project management.
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    join.me Reviews
    Top Pick

    join.me

    GoTo

    $10.00/month/user
    21 Ratings
    It's easier than ever to personalize your join.me experience. You can personalize your meeting link to suit your needs. It can be branded to your company, the meeting subject, or even your personality. Your personal link allows people to get to know you and your brand before they even enter the meeting. Your personal URL and your personal background work together. Both make your account and meeting room unique. You can give your attendees a fun picture or brand the background with your company logo. It's easy to modify so you can even change it up for holidays. It's yours. Join.me toll-free seamlessly integrates with the join.me features that you rely on every single day: audio, recording and scheduling. Remote control is also available. Toll-free eliminates the need to worry about customers paying for your call. Competitive rates are offered without any hidden fees or overage fees.
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    Dialpad Connect Reviews
    Top Pick
    Dialpad Connect is a comprehensive AI-driven communication platform that unites voice, video, and messaging channels to improve both internal teamwork and customer engagement. The platform provides smart features such as live call transcription, voicemail transcription, AI-powered call recaps, and recommended next steps, allowing users to be fully present in conversations without missing key details. It offers deep integration with leading business applications including Salesforce, Microsoft Teams, Zendesk, and Google Workspace, creating a seamless experience across tools. Built on a resilient dual-cloud architecture, Dialpad ensures enterprise-level performance with 24/7 support, disaster recovery, and a 100% uptime service level agreement. Privacy and security are foundational, with certifications like GDPR, HIPAA, ISO, and SOC 2 safeguarding user data. Dialpad Connect supports a broad range of business sizes, from small teams to large enterprises, enabling better communication and faster decision-making. Its AI capabilities also include live coaching for agents during calls and detailed analytics to improve customer satisfaction. This platform empowers businesses to transform every conversation into a valuable opportunity.
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    Zoho Desk Reviews
    Top Pick

    Zoho Desk

    Zoho

    $12.00 per user per month
    17 Ratings
    Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.
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    RingCentral Video Reviews
    Top Pick
    Experience seamless video conferencing, screen sharing, and messaging tailored for teams of all sizes with RingCentral Video, allowing you to work from any location. Enjoy high-definition voice and video that make you feel as if you're in the same room, supported by robust voice and video quality alongside an impressive uptime of 99.999%. There’s no need for downloads, as joining or hosting meetings is a breeze with just a click through your browser or the RingCentral app. You can connect from any device and easily switch between your phone and desktop with a simple tap. Safeguard every meeting with top-tier enterprise-grade security, backed by external verification of RingCentral's security measures, ensuring you can trust in their commitment to privacy. Whether accessing meetings from the browser or the app, rest assured that every discussion remains confidential and secure. Enhance productivity before, during, and after meetings with a fully integrated messaging system and an advanced business phone solution that keeps your team connected and efficient. The convenience and security offered by RingCentral Video empower teams to collaborate effectively, no matter where they are located.
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    Ideagen Huddle Reviews
    Top Pick
    Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.
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    PinPoint Document Management System Reviews
    Top Pick

    PinPoint Document Management System

    LSSP Corporation

    Ranges from $1 to $20 a month per user
    13 Ratings
    PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!
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    Comidor Reviews
    Top Pick
    A highly sophisticated and exceptionally elastic, all-in-one platform, designed to uniquely address the specific needs of vertical or custom markets. The platform focuses on 4 main technological areas. •Low-code App Development. With Comidor Low-Code App Designer, users with no coding knowledge create from scratch an application following some simple steps. •Hyper-automation. With Comidor, you can map, and design all the process steps of a workflow, and make your processes smart with a combination of intelligent automation technologies. •Application marketplace. Through this environment, users can explore a wide variety of ready-to-use business apps suitable for every business need, download them, and thus extend the functionality of Comidor. •Digital workplace, which is a modern digital environment where users perform their daily activities. You can create your own custom dashboard, add interactive tiles, and widgets and track your daily work from the systemic notifications.
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    ShareFile Reviews
    Top Pick

    ShareFile

    Progress Software

    $50 per month
    12 Ratings
    Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.
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    Empiraa GPS Reviews
    Top Pick
    Most strategy does not fail in the planning room, it fails in the follow-through. Plans get built, then strategy gets buried in spreadsheets, disconnected tools, and meetings that never quite tie back to the plan. Empiraa GPS keeps the plan visible, owned, and moving by bringing goals, KPIs, actions, meetings, and reporting into one connected platform built for real work, not just documentation. Teams start by building a plan in minutes, using industry templates, guided AI chat, a document upload, or their own manual framework. From there, GPS connects the plan to execution: owners are assigned, actions are created, projects link back to priorities, and meetings run inside the same system so every update stays tied to the strategy it supports. Live dashboards then show what is on track, what is falling behind, and where the team needs to focus next, so leaders spend less time chasing updates and more time making decisions. Empiraa GPS serves two audiences well. Businesses and leadership teams use it to align priorities, clarify ownership, and turn strategy into an operating rhythm the whole organisation can see. Consultants, advisors, and professional services firms use it to standardise how they deliver strategy across every client, with full white-label branding so the platform looks and feels like their own. Built-in AI (ANI) understands the goals, actions, and progress already in the system, so it can flag risks, surface stalled work, and recommend next steps without extra admin. GPS also connects to the tools teams and clients already use, and pairs with Empiraa Signal for organisations that want strategy and sales working from the same system.
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    Hive Reviews
    Top Pick

    Hive

    Hive Technology

    $16 per user per month
    11 Ratings
    Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.
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    Loom Reviews
    Top Pick
    Instantly record and share video messages from your screen, cam or both. It's faster than typing an email or meeting live. Use it for free. Available for Mac, Windows, Chrome, iOS, and Android.
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    Eventzilla Reviews
    Top Pick
    Eventzilla is a cloud-based event registration and marketing platform that allows for in-person, hybrid, and virtual events. It is ideal for conferences, webinars and virtual events, as well as classes, fundraisers, classes, and sports events. Eventzilla provides everything you need to create a custom event website, publish the event schedule, take payments, manage attendees, and check in easily. Key Features - Custom branded event websites - Event agenda builder - Custom registrations form with conditional logic - Approval management - Waitlist Virtual Event Solutions - Mobile Event App (For both Attendees and Organizers) Abstract management (Submission Review, Approval, and Approval). - Name badges printing (Customizable) - Group hotel blocks (You may create an RFP to receive bids from hotels). - Check in (Available on both Android and iOS devices) The latest product updates: Create a virtual event (webinar & livestream) Native Integration with Zoom & GoToWebinar Event hub page (Virtual Events)
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    Lucidchart Reviews
    Top Pick

    Lucidchart

    Lucid Software

    $7.95/month/user
    10 Ratings
    Lucidchart is a comprehensive visual collaboration platform that empowers teams to create intelligent, data-driven diagrams for process mapping, team planning, systems architecture, and more. With features like AI-powered diagram generation, real-time collaboration, and data integration, Lucidchart helps users quickly visualize their systems and workflows with ease. Whether you’re building technical diagrams or mapping out complex organizational structures, Lucidchart streamlines the process, saving you time and improving clarity. It integrates with a variety of popular tools such as Jira, Slack, Confluence, and Notion, making it an invaluable tool for enhancing teamwork, driving decisions, and accelerating innovation across your organization.
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    Airmeet Reviews
    Top Pick
    An all-inclusive platform for organizing captivating online events, fostering community connections, and sharing innovative ideas globally. Airmeets is expertly crafted to enhance your capabilities, drive engagement, and facilitate growth! It caters to both intimate gatherings and expansive summits, equipped with features that adapt to your community's needs. Each participant is guaranteed an immersive experience, as the platform functions seamlessly across all modern browsers and devices without the necessity for software installation, ensuring a hassle-free experience. Concentrate on your event while we handle the intricate details. You can effortlessly publish online events, manage attendee registrations, onboard speakers, process payments, collaborate with sponsors, engage attendees, enable networking opportunities, and stream your event live with professionalism. Keep in mind that your events can remain entirely private, granting you complete oversight of your participants and their interactions. Our platform is built with security and scalability at its foundation, ensuring a reliable experience as your audience grows. With Airmeets, you can elevate your event management to new heights, making it a truly memorable occasion for everyone involved.
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    livepro Reviews
    Top Pick
    Livepro is the ideal Knowledge Management solution for Customer Service/Experience. Livepro can be used in any setting, including behind the counter, on the field, or customer self-service. It has the tools to increase cx scores and reduce training times. It also helps ensure compliance and staff engagement. Livepro is a purpose-built Knowledge Management system for customer experience. We are focused on providing answers to agents and not lengthy, complex documents. Livepro's powerful features such as search and easy-to-follow process guidance make this possible. Livepro is easy to use and requires little training. This increases staff confidence and customer satisfaction while reducing AHT and training costs. Customers will be more satisfied with livepro by reducing AHT by 25% and reducing transfers by as much as 35% Increased staff engagement and shorter induction-training periods. Increase Compliance and Risk with Authored Content & SOC Certified Secured data.
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    Sessions Reviews
    Top Pick

    Sessions

    Sessions

    $99 per month
    9 Ratings
    Sessions is a comprehensive, award-winning platform that simplifies the management of customer-focused sessions, delivering engaging and interactive experiences for webinars, workshops, and demonstrations. As a complete solution for all your business requirements related to webinars, demos, workshops, or training, Sessions ensures a seamless experience. Additionally, the platform features a consolidated workspace that enhances collaboration among your team by facilitating the creation of sessions, sharing of templates and resources, and easy access to recaps and session materials. This functionality not only reduces the time spent on setup but also fosters uniformity and teamwork across the organization, making it an invaluable tool for enhancing productivity. Ultimately, Sessions empowers businesses to elevate their customer engagement strategies effectively.
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    Adobe Workfront Reviews
    Top Pick
    Adobe Workfront is a leading enterprise work management solution designed to help marketing teams plan, coordinate, and execute projects at scale. Serving as a marketing system of record, it centralizes tasks, resources, timelines, and reporting into a single, structured environment. Teams can move planning activities out of silos and into shared modules that link strategy directly to execution workflows. Interactive views such as calendars, timelines, and dashboards provide role-specific visibility and actionable insights. Automation capabilities streamline approvals, task routing, and repetitive processes to improve operational efficiency. Workfront supports agencies and in-house teams alike, enabling seamless cross-functional collaboration across complex ecosystems. Built-in review and approval tools ensure brand compliance and creative alignment. Deep integrations with Adobe Experience Manager, Creative Cloud, Frame.io, and GenStudio enhance the content supply chain. Recognized by industry analysts and customers, Workfront drives measurable improvements in project velocity and output. By unifying planning and execution, Adobe Workfront empowers enterprises to deliver campaigns faster and with greater precision.
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    Samepage Reviews
    Top Pick

    Samepage

    Samepage

    $7.50/month/user
    8 Ratings
    Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.