Business Software for Salesforce

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.

HES LoanBox empowers lending businesses with a fully digital, customizable lending ecosystem that automates complex processes from onboarding to collections. Lenders can deploy online applications, borrower portals, and mobile apps that allow customers to manage loans, payments, and documents without visiting a physical branch. The platform accelerates credit decisions by combining AI-driven scoring, machine-learning risk detection, and instant KYC verification. With built-in workflows, role-based permissions, and e-signature support, LoanBox reduces manual workloads and enhances operational transparency. Real-time notifications, payment schedules, and unified borrower profiles help maintain customer engagement and reduce delinquency rates. Loan officers benefit from smart task management, automated calculations, and detailed reporting tools that support data-driven decisions. HES LoanBox integrates effortlessly with payment providers, third-party services, and financial tools to extend functionality without disrupting existing systems. Designed for alternative lending, POS finance, SME lending, auto loans, and microfinance, it adapts to a wide range of business models.

Influitive allows customers, developers, partners, employees, and customers to join a community and complete challenges, referrals and product reviews. These challenges can be tailored to individuals or groups. They earn badges, points, and levels that allow them to redeem professional privileges and perks. You can easily visualize and report on all activities and the ROI. This integration also allows you to guide members through your marketing automation platform and CRM.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

oSupport AI connects to your helpdesk — Zendesk, Freshdesk, Zoho Desk, Intercom, HubSpot, or Salesforce — learns from your historical tickets and knowledge base, and starts resolving real traffic during a no-cost 30-day pilot with 1,000 free AI responses. You get two products: CoSupport AI Agent (autonomous resolution of repetitive customer inquiries in chat, email, and voice, 40+ languages) and CoSupport AI Assistant (ready-to-send reply drafts for human agents). Every AI reply carries a decision log, and the agentic API executes workflows in connected systems: order updates, refunds, subscription changes. Connectors include Shopify, Stripe, Notion, and Confluence. Pricing: from $0.04 per AI response, from $0.19 per resolved ticket, or from $99/month per 1,000 tickets. Contract guarantee: 60% AI resolution rate by day 60, or a full refund.

Veevart is changing the way museums, cultural institutions, design and architecture firms, and other businesses understand and reach their audiences, and manage their operations. Veevart is a Salesforce-based all-in-one platform for museums and cultural institutions to engage with their audience, optimize their operations saving time, increase efficiency and achieve better results in order to create wildly successful nonprofits and cultural institutions.

Software for User and Customer Feedback. Qualaroo Nudges™ allows you to survey your website visitors. Qualaroo makes it simple to survey specific users while they are looking at your brand, product, or service. Get actionable insights about your visitors based on their location on your site, their history of visits, and how much they have paid. You can choose from pre-made questions and templates, or create your own. For a more personal touch, customize Nudges with your company branding and colors. Because Qualaroo answers are instantaneous and provide context, they are 10x more valuable that email surveys. The responses to questions that you ask directly on your website or app are more valuable. You can pinpoint the exact time and target audience for your survey. Target customers based upon specific actions, behavior patterns, events and locations.

Unitrends Unified Backup offers a complete, agile and secure platform to protect all of your data. Managed through a single portal, Unitrends offers backup and disaster recovery for on-premises workloads, SaaS applications, cloud workloads and remote endpoints. Automation and artificial intelligence are injected into the platform providing end-to-end protection from cybercrime, human error and natural disasters. Integrations with market-leading security, remote management and documentation tools simplify workflows, increase efficiency and deliver 100% confidence in any recoveries to come.

Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.

BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience. Key features of BoldTrail include: - Transaction Management - Commission Automation - Accounting - Agent Management - Reporting and Analytics Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes: - Expert and Responsive Customer Service - Integration Marketplace along with an Open API - Organized Implementation Strategy - Comprehensive Product Documentation - Availability of Professional Services This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.

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.

Connect your sales and financial processes with the QuickBooks online integration tool. Sync QuickBooks in a simple and secure way.

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.

Finally is an all-in-one accounting platform that blends advanced AI-powered software with hands-on expert support to streamline your business finances. Built for small and medium-sized businesses, Finally offer solutions for bookkeeping, taxes, payroll, expense tracking, and corporate credit cards, along with expert support to help you stay on top of your finances. We simplify financial management, helping you stay organized, save time, and avoid unnecessary IRS penalties. With Finally, you get both cutting-edge technology and personalized service, so you can focus on scaling your business stress-free.

GPTfy is an Agentforce alternative built 100% natively on Salesforce, fully declarative for organizations looking for an enterprise grade AI platform. It enables businesses to build, deploy, and manage autonomous AI agents without relying on external servers or disconnected tools. Designed for enterprises that prioritize governance, flexibility, and speed, GPTfy helps organizations scale Agentic AI adoption securely while maintaining full visibility and control. GPTfy combines BYOM flexibility, prompt-driven automation, AI agents, and deep Salesforce integration in one unified platform. Teams can converse with Salesforce to log emails, update records, generate intelligent responses, summarize data, automate workflows, execute CRUD operations, and leverage RAG-based knowledge retrieval directly within Salesforce. The platform also supports voice and telephony workflows, file analysis, dashboards, audit controls, and observability features for enterprise use cases across sales, service, compliance, and operations. GPTfy transforms emails, meetings, calls, documents, and CRM activities into actionable insights. Teams can identify pipeline risks, uncover customer sentiment, surface next-best-actions, and improve productivity directly inside Salesforce and Microsoft Copilot. AI agents can also automate customer support by resolving cases, logging root causes, creating knowledge articles, and deflecting support requests through 24/7 AI-powered engagement.

If you are in search of exceptional online survey tools or a platform for managing feedback, you've found the ideal solution. Inquisium empowers you to develop survey programs that yield dependable insights for informed decision-making. Strip away the labels, the technology, and the data, and at the core remains one essential element: the individual. Every data point collected and every dollar invested revolves around people. Inquisium's survey software enables you to connect with the distinct individuals behind the statistics, allowing you to craft experiences that resonate with them. Recognizing your audience transforms everything—from marketing strategies to event planning, product development, and engagement methods, as well as the key performance indicators that define success. With Inquisium, you are not merely offering a product; you are dedicated to serving the needs of people. This focus on human connection is what sets your efforts apart in a data-driven world.

Nimbata is the #1 call tracking and conversion attribution platform enabling marketers and businesses to track phone calls generated by their marketing campaigns. It provides features such as call recording, call tracking, and call analytics to give businesses insights into the performance of their marketing campaigns across multiple channels, including website, social media, PPC advertising or even SEO. Nimbata offers a range of native integrations with the most popular tools in your martech stack, such as Google ads, Meta Ads, GA4, Hubspot, Salesforce, and Slack, as well as an API that enables you to help businesses streamline their workflows and improve their data analysis capabilities. It provides valuable insights into the performance of marketing campaigns, allowing marketers to optimize their strategies and improve their ROI.

OptiMonk is the agentic popup builder built for ecommerce businesses. Designed for marketers who want to boost conversions without coding or complex tools, OptiMonk's AI agent builds fully custom, on-brand popups from scratch — just share your goal and your website URL. It suggests targeting, triggering, and A/B tests, and keeps working in the background by watching your store data and proposing new campaigns for you to approve. Whether you want a popup live in minutes or you'd rather manage everything by chatting with the agent, OptiMonk gives you what you need for success. What sets OptiMonk apart: 👉 AI agent: Chat with AI — it designs, builds, and targets popups for you. 👉 Animated popups: Motion backgrounds that stop the scroll and grab attention. 👉 Claude & MCP: Build and edit your popups straight from your AI chat client. 👉 Insights: The agent reads your store data, suggests campaigns, and builds them. 👉 A/B testing: Ask the agent for quick headline and offer test ideas. Experience how OptiMonk can enhance your ecommerce conversion strategy today!

AWeber is an email marketing and automation platform built to give small businesses, creators, affiliate marketers, and ecommerce sellers the tools they need to scale—without complexity. Designed for growth-focused users who value speed and reliability, AWeber combines powerful automation with AI-driven content creation, integrated landing pages, and ecommerce-ready features. From the first email to a full automation funnel, AWeber’s tools are easy to use but rich in control. The platform includes a drag-and-drop email editor, an AI Writing Assistant for high-converting email copy, and a built-in Newsletter Assistant that drafts weekly emails in your voice. Advanced automation capabilities include: - A visual workflow builder with branching logic - Behavioral triggers based on tags, opens, clicks, or purchases - Split paths and conditional flows - Time zone-based scheduling to reach global audiences - Dynamic content personalization Beyond email, AWeber includes a landing page builder with sign-up forms, payments, and automation baked in—no need for a separate CMS or checkout tool. Sell digital products using customizable ecommerce pages with flexible pricing and real-time tracking. AWeber also offers a Done For You service to help users launch faster. This includes setup of emails, landing pages, and automations in 7 days, with 30 days of unlimited edits.

momencio is an AI-powered event lead capture platform designed for modern sales and marketing teams. It enables users to capture, enrich, engage, and convert leads from any in-person or virtual event using a single, connected solution. Capture leads on the go with badge scanning, QR code scanning, or business card capture, and integrate seamlessly with CRM systems and event registration platforms for real-time data flow. During interactions, share on-demand marketing assets—from PDFs and videos to Word docs, PowerPoints, and ZIP files—directly within the app. The standout feature, AIEdgeCapture, is momencio’s built-in AI enrichment engine. It augments each captured lead with job title, company insights, industry, and social profile data, offering deep intelligence for lead segmentation, scoring, and hyper-personalized outreach. After events, momencio automatically sends a personalized microsite to each attendee, featuring curated content based on their specific interaction. This automation replaces manual follow-up, while smart engagement tracking and analytics provide a full picture of buyer intent and behavior. Ideal for trade shows, expos, hybrid events, and conferences, momencio is the go-to solution for companies seeking efficiency in event lead management, enhanced sales intelligence, and scalable post-event success. From AI lead enrichment to automated follow-up, momencio helps you convert more leads and measure real ROI from every event.

InEvent is a **unified event management platform** built for companies that run complex, high-volume events across regions and teams. From the first registration to the final report, you manage everything in one system: branded event pages, advanced forms, ticketing, automated emails, attendance tracking, and post-event analytics. What sets InEvent apart is its growing suite of **AI workflows**. You use AI to build registration forms faster, generate event pages, optimize attendee journeys, and automate repetitive setup tasks that normally slow teams down. Instead of configuring everything by hand, AI helps you launch events in minutes, not weeks. Onsite, InEvent powers check-in, badge printing, access control, and real-time engagement through a mobile app. For go-to-market teams, it connects with CRM and marketing systems to sync leads, update contacts, and measure revenue impact. Secure infrastructure, permissions, and auditing make InEvent reliable for enterprise use, while analytics dashboards turn every event into actionable insight.

Referral Factory helps businesses launch and scale customer referral programs without developers. Built for finance, insurance, home services, SaaS, and more, it gives you everything needed to promote, track, and reward referrals from start to finish. With our no-code platform, you can launch a branded referral program in minutes using landing pages, email notifications, referral tracking, and automated rewards. You can fully white-label the experience, create referral links in one click, or let customers sign up for their own links. Promote your program across every channel with widgets, pop-ups, sticky bars, QR codes, landing pages, automated emails, or embedded experiences inside your app or portal. Customers can share links, submit leads, and track their referrals and rewards in a branded portal. Referral Factory gives you end-to-end tracking, real-time analytics, and ROI reporting so you always know what’s working. It also integrates with 8,000+ apps, including HubSpot, Salesforce, Stripe, Intercom, Zapier, and Make, plus webhooks and API access for custom workflows. You can offer 200+ reward options, including gift cards, vouchers, Stripe credits, PayPal payouts, digital cash cards, and custom rewards, with manual or automated reward delivery. Referral Factory is GDPR, SOC 2, and ISO 27001 compliant, with enterprise-grade security on all plans. Pricing starts at $200/month, with 24/7 support on every plan and dedicated onboarding for Pro and Enterprise.

Suntek Reporting turns complex data into visual insights that anyone can understand. Reduce the time spent staring at spreadsheets. Let us help you decode complex data and allow you to focus on what's most important: growing your business! Our user-friendly interface scores high and tracks business performance. This allows users to see where their business stands in real time. We reduce data sets into simple KPI scores that provide actionable insights that can improve your bottom line. Suntek Reporting's predictive analysis allows users to make informed decisions that lead to: *Increased revenue *Better customer service *Improved employee efficiency *Greater market share. Suntek Reporting can eliminate the pain of complex reporting and give you the confidence that comes with improving performance and profitability.

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.

Communicate with your customers through messages they find valuable and are motivated to respond to. Attentive offers an advanced SMS and email platform driven by AI, designed to assist businesses ranging from large retailers to budding e-commerce entrepreneurs in enhancing customer engagement and generating substantial revenue. Our services will enable you to accurately target your desired audience and track essential metrics, allowing you to fine-tune your marketing strategies effectively. With more than 100 versatile integrations, you can easily link our platform with your existing marketing tools for a more cohesive experience. We collaborate with cutting-edge leaders across various sectors, including retail and e-commerce, food and beverage, as well as media and entertainment. By utilizing Attentive’s innovative SMS and email solutions, you could potentially see a doubling of your return on investment within just a few months. Explore the benefits of our complimentary 30-day trial today to experience the difference firsthand.