Business Software for Salesforce

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

Make is a visual platform that allows anyone to design, build and automate anything, from workflows and tasks to apps and systems. It does not require any coding. Make is used by SMBs, scaleups and teams worldwide to scale their businesses faster than ever. Make allows people to connect and create workflows at lightning speed. Make allows anyone to build like a developer and launch solutions across all industries and business areas at a fraction the cost and time. Make allows teams to visualize and modify processes, and collaborate on them so they can scale as fast as their company. You can integrate sales and marketing tools, automate a customer journey, improve business operations, or build a custom backend system. Making on Make is intuitive, playful, and powerful. Our Maker community has shown us that when building brings out joy, there is no limit to what is possible.

As the industry leader in providing digital gift cards on demand, we have four popular reward solutions: REWARD LINK—the fastest, easiest way to send a choice of digital gift cards instantly through email. With Reward Link, your recipients can choose from 100+ popular gift card brands. REWARDS GENIUS—Tango’s free self-serve dashboard. With Rewards Genius, you can order, send, and track digital gift cards in one easy place. REWARDS AS A SERVICE (RAAS®) API—a robust digital gift card API built to power rewards and incentives in your app or platform. INTEGRATIONS—send and automate rewards in the systems you’re already using. Tango can integrate with your CRM, MAS, task automator, and more. Current integrations include Salesforce, Hubspot, Zapier, Qualtrics, and Workato.

Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.

The future of CAD lies here Mobile, powerful, and easy to use ArcSite is the most intuitive CAD drawing app on the market. It's more than a tool to draw precise and accurate drawings on-the-go. It's a new skill set that will help you transform the way you do business. Quick, easy, and accurate drawing: ArcSite is a powerful CAD design tool that makes it easy for anyone to SKETCH FLOOR PLANS. ArcSite is a favorite among contractors for home remodeling, audit, cabinetry and site surveys. STAY ORGANIZED Embedding on-site photos taken from the exact same perspective as they were taken in real life will enhance your drawings' visual information. You can easily add annotations, notes, or markups to any photo or drawing. All of your drawings can be saved in a cloud folder so that everyone has access. PRESENT AND CLOSE ArcSite lets YOUR DRAWINGS LITERALLY PRICKET THEMSELVES.

UpLead, a B2B prospecting platform, provides the highest quality B2B contacts & company data. Features include email verification in real time, worldwide contacts in more than 200 countries, 50+ search criteria and technology tracking. They also offer account-based marketing, email pattern intelligence, social profiles links, Salesforce integrations, robust API, and other CRM integrations.

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.

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 an innovative AI-powered popup builder tailored for ecommerce businesses. Designed for marketers who want to boost conversions without the need for coding or complex tools, OptiMonk's AI quickly generates popups that reflect your brand's identity and are optimized to drive results. Whether you're looking to create eye-catching popups in minutes or gain more control with a simple drag-and-drop editor, OptiMonk offers everything you need for success. What sets OptiMonk apart: 👉 AI Wizard: Instantly craft stunning, branded popups using the power of AI. 👉 Drag & Drop Editor: Customize your popups with ease using our intuitive visual editor. 👉 A/B Testing: Quickly test headlines, offers, and messages to find the best performing variants. 👉 Advanced Analytics: Measure real revenue growth, not just clicks or signups. 👉 Personalization: Deliver tailored messages that resonate with your audience every time. Experience how OptiMonk can enhance your ecommerce conversion strategy today!