Business Software for Salesforce

Develop. Discuss. Finalize. All in One Location. Say goodbye to cumbersome PDFs, endless rounds of revisions, and the chaos of version discrepancies. We are revolutionizing the entire workflow, making it more efficient than ever. Experience a streamlined approach like never before. Introducing Agreemint.

Quickpage stands out as the leading video follow-up solution globally, allowing you to differentiate yourself from competitors and offer an unparalleled experience to your customers. With Quickpage's video email feature, you can authentically introduce yourself and your services, fostering genuine connections. Designed to connect sales professionals with clients, the Quickpage app facilitates the development of meaningful relationships that build trust and drive successful transactions. Our mission is to empower sales representatives to distinguish themselves within their fields while enhancing the purchasing experience for customers. We believe that incorporating video communication can significantly transform business interactions for the better. As virtual sales strategies rapidly evolve, sales professionals must adapt swiftly to remain relevant in the marketplace. With Quickpage, you can effortlessly record or upload videos directly from your phone or desktop, ensuring that you stay at the forefront of this innovative approach. Embrace this opportunity to elevate your sales game and connect with your audience on a deeper level.

Netwrix Platform Governance Software is a comprehensive governance solution for managing ERP and CRM systems such as NetSuite and Salesforce. It automatically documents system configurations and maps dependencies, giving organizations clear visibility into how their environments are structured. The platform allows teams to simulate and test changes before deployment, helping prevent system disruptions and data loss. It enhances compliance by providing continuous monitoring, audit-ready reports, and segregation of duties controls. Netwrix Platform Governance reduces the risk of configuration errors by identifying hidden dependencies and potential conflicts. It enforces role-based access control to ensure that only authorized personnel can request, approve, and implement changes. The solution maintains a permanent audit trail of all activities, simplifying compliance with regulations like SOX. It helps organizations streamline change management processes and reduce operational risks. By automating documentation and governance tasks, it saves time and improves efficiency. The platform ensures systems remain stable, secure, and compliant. Overall, it provides organizations with better control and insight into their ERP and CRM environments.

RazorSign is a Contracts-Driven Corporate Legal Operations Platform for Smarter Contracts, Streamlined Legal Operations, and Effortless Compliance. RazorSign is the definitive solution for legal teams seeking to overcome the challenges of contracting, legal operations and compliance – without any compromise. In the age of Artificial Intelligence, RazorSign utilizes the long-lost and ancient art of using common sense to deliver solutions that matter. Contract lifecycle and legal operations on a single integrated platform. Maximize efficiency: One platform for legal entities, contracts, and corporate compliances, RazorSign now offers a complete legal solution on a unified platform. - Contract Lifecycle Management The perfect solution for all teams to create, negotiate and manage contracts. - SensAI RazorSign’s revolutionary legal assistant is designed to help you share your workload. - Compliance Management Efficiently track, manage and enforce compliances across the entire organization. - Legal Entity Management Gain secure control and visibility of legal entities, compliances, & company documents. - Legal Query Management A must-have solution for legal teams to track and manage all legal queries.

Workativ is an AI Agent platform designed for HR and IT teams to deploy AI agents that answer employee questions — PTO, benefits, policy queries, password resets — and autonomously run onboarding, offboarding, 30/60/90 check-ins, performance cycles, hiring, access provisioning, compliance workflows, and more. So your team stops being buried in operations. Workativ’s core capabilities that help you superpower your support & operations • AI Agents that automate your support operations answering employee questions in 95+ languages and taking real action in HR and IT apps — checking live PTO balances, employee benefits, access issues, password resets, submitting leave requests, policy questions, updating records — without HR or IT involvement. Deploy AI in Slack, Microsoft Teams, and other channels. • AI Agents that run the most repeatable HR or IT processes and workflows autonomously for employee onboarding, offboarding, 30/60/90 check-ins, performance review cycles, benefits enrollment, license assignment, compliance training, expense claims, and more. Workativ integrates with Workday, UKG, ADP, BambooHR, Personio, Sage, Oracle HRSM, any HRIS, Okta, Azure AD, Office 365, ServiceNow, Jira Service Management, Freshservice, Slack, Microsoft Teams, SharePoint, Google Drive, Notion, Unily, and 100+ other tools. Supports 95+ languages. Deploy in days. No coding required. Workativ offers SOC 2 Type II, PII data protection, ISO 27001, GDPR, AI Security & Guardrails, HIPAA compliant, and 25+ security controls. Built for the HR & IT teams that need enterprise-grade security from day one. Get your free trial - sign up now.

Headquartered in Silicon Valley, Gupshup is a leading conversational messaging platform that enables businesses to build engaging conversational experiences seamlessly across 30+ messaging channels using a single API. Gupshup offers an easy-to-use omnichannel messaging API, advanced bot-building platform and mobile marketing tools. Gupshup's messaging platform handles over 6 billion messages per month enabling over 39,600 businesses send messages to several billion users across popular messaging channels such as SMS, Voice, WhatsApp, Mobile Web, Android RCS, Instagram, Twitter, Telegram, WeChat, FB Messenger, Slack, Viber, Skype and many more. Our Single API solution for 30+ messaging channels has enabled businesses to easily integrate 1-way and 2-way messaging on WhatsApp with fall back to SMS connectivity in over 225 countries with multi-channel auto routing option. Additionally, Gupshup Bot platform supports over 36,000 bots and can easily handle WhatsApp FAQ Bots with live agent handoff for various customer support use cases

We specialize in a Salesforce CRM-centric platform that offers both 2D and 3D capabilities, aiming to revolutionize your engagement with products. Our solution empowers teams through immersive product visualization, efficient collaboration, and DirectTouch interaction, all seamlessly integrated within Salesforce. At the core of our 3D renderer lies an elegantly crafted relationship management tool, built on the premier cloud platform of Salesforce. With a straightforward, convention-based setup, we enable the integration of 3D elements into your workflows swiftly. Our user-friendly design permits unlimited licensing for innovative custom applications. Our mission is to maximize the value of your existing 3D designs by linking them to Salesforce objects and processes, ensuring smooth incorporation into current CRM workflows and applications while also paving the way for new custom solutions. This approach not only enhances your interactions with customers but also equips service teams to become true product specialists. In just moments, users can disassemble 3D models and initiate workflows to reorder parts, streamlining the entire process efficiently.

Link blockchain activities to off-chain applications and devices while ensuring the security of DeFi platforms. Implement personalized event triggers that facilitate real-time automations, allowing for the generation of straightforward alerts for every blockchain transaction, regardless of volume. Design intricate workflows that integrate multiple blockchains alongside off-chain applications, incorporating conditional logic, data aggregation, and formatting. Track any activity seamlessly and establish automation connections between blockchains and applications through our user-friendly monitoring wizard. For individual users and small businesses, PARSIQ streamlines Smart-Triggers, making them organized and easy to access. Meanwhile, larger corporations benefit from tailored infrastructure and extensive customization options for their monitoring solutions. Additionally, PARSIQ accommodates diverse delivery methods to meet your specific requirements, whether it's through email alerts or notifications on smart screens in refrigerators. This flexibility ensures that all users can efficiently monitor their blockchain activities.

Digistore24 is an all-in-one sales platform from Germany designed to help entrepreneurs, businesses, and affiliates effortlessly sell and scale digital products, software, services, events, books, and more. With fully automated back-office functions, advanced conversion tools, and an international affiliate network, the platform enables users to focus on what truly matters: growing their business. The best part: you only pay when a sale is made – with zero upfront fees and no hidden charges. As one of the largest affiliate networks in Europe, Digistore24 connects vendors with thousands of high-performing partners ready to promote their products. Automated payouts and German-grade reliability ensure seamless and dependable business operations. The TÜV-certified platform is designed with security and stability in mind. With GDPR compliance, all data – both vendor and customer – is safe and protected at all times. The Digistore24 mobile app allows users to manage transactions, voucher codes, e-tickets, affiliate offers, and more from anywhere. Behind the scenes, the in-house IT specialists continuously develop and refine the system to deliver industry-leading performance. Digistore24 is more than just software – it is a long-term partner for scalable, secure, and sustainable business success.

Userflow is a product adoption platform B2B SaaS teams use to turn new signups into retained, active users through in-app guidance—without writing custom UI code. Adoption Studio is the builder: product and marketing teams configure Tours & Guides, Checklists, Tooltips, Banners, Surveys, and a Resource Center, target them with segmentation, and trigger them off events, attributes, or user behavior. Adoption Agent handles the on-demand side—it reads a user's question, pulls the right Flow from the library, and walks them through it in the app instead of just replying in text, giving CS teams an AI layer without adding headcount. FlowAI powers both products. For anyone building on top of Userflow, a bi-directional MCP exposes flow and user data to any LLM—Claude, ChatGPT, or your own tooling—so you can query analytics or create a new Flow programmatically instead of clicking through a UI. Net result: faster onboarding, higher feature adoption, and fewer tickets landing on engineering

A single platform can accommodate any device, idea, concept, campaign, and interactive content. Develop mobile-optimized experiences that drive conversions through quizzes, surveys, polls, assessments, interactive images, and slideshows. These elements can also enhance videos with features like branching and chaptering. Maintain viewer engagement by shifting from a one-sided conversation to a more interactive dialogue. Segment your audience based on demographics, psychographics, and behaviors in real time to tailor your approach. Leverage customers' responses and actions to craft insightful product offerings. Gather the actionable insights you seek and obtain valuable micro-data by evaluating how users interact with your content. Generate high-quality leads and stimulate viral traffic using precisely targeted offers. Capture real-time microdata to enrich your big data, making it more intelligent and useful. Measure and integrate your customers' engagement across social media and the web, regardless of the platform or device they are using. Additionally, incorporate images as answer options to enhance the visual appeal of your quizzes and increase user interest. By doing so, you can create a more captivating experience that resonates with your audience.

People are busy. Review requests get buried and ignored. You shoot your shot, but no-one's home. Sound familiar? See, asking for reviews doesn't have to be boring, transactional and impersonal. That's why we built Cloutly, to help you cut through the clutter, send personalised video review requests and manage all your feedback in one place. Your customers get hundreds of promotional emails and text messages every day. Why add to the noize, when you could stand out instead? With Cloutly, you can send personalised review campaigns (using text or video) to your customers that get opened, noticed and remembered. You'll be able to tailor your approach to customers by creating multi-step, multi-channel review campaigns, segmented by category, service or customer type. We'll help you get reviews virtually anywhere and keep track of what people are saying across 40+ review sites, so you can outrank your competitors in search results and become the first choice when people compare you online. Start free for 14 days at cloutly.com

Simplify Learning, Elevate Design. A fully customised Learning Platform to create branded and engaging training experience. Creative no-code LXP & LMS with a Compelling Authoring Tool. Welcome to the AI next generation of workplace learning, where the power to educate, engage, and elevate your team is at your fingertips – no coding required. Our cutting-edge Learning Platform is meticulously designed to revolutionise the way your organization learns. It’s not just a platform; it’s a journey towards limitless learning potential. Audio and Video-Based Learning Platform Our eLearning Platform is engineered to prioritise video-first content, enriching your experience to the utmost. Leveraging video and audio establishes a creative and potent medium for engagement. Video Assessment Interactive Video Video Quiz Live Recording Audio Feedback and much more! No-code LMS, Creativity has never been so easy Our LMS empowers you to brand, design, animate, manage, and showcase your meticulously crafted multimedia courses with just a few clicks, finally bringing all your operations into one unified platform.

500apps' Finder.io is an advanced Email Verifier and Email Finder tool that helps you find the email addresses of the people most important to your business. With a database of over 457 million email addresses, Finder.io is one of the most trusted lead sources in the globe. Bulk email verifier allows you to make cold leads more productive and close more sales. Access to over 307+ apps for just $14.99 per user

Aptivio’s Buyer Intent AI platform is the future of sales. We leverage artificial intelligence to enhance inefficient and generic sales pipeline development processes through opportunity discovery, hyper-personalization, unified sales and marketing, and real-time actionable insights at every stage of the buyer lifecycle that drive revenue outcomes. ​

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

Rocketlane is an AI-powered professional services automation platform designed to help modern delivery teams run projects, resources, finances, and customer experiences from one system. The platform brings together project delivery, business operations, people management, profitability tracking, customer collaboration, account intelligence, and AI agents. Rocketlane helps teams standardize execution while still creating tailored delivery experiences for each customer. Its templates can use CRM data, past projects, and best practices to launch projects faster and more consistently. Rocketlane’s automations manage approvals, nudges, escalations, follow-ups, and governance rules so teams can keep delivery moving without manual overhead. Nitro, Rocketlane’s AI agent layer, gathers context from SOWs, emails, calls, and customer interactions to generate project plans, documents, handoffs, discovery materials, and customer-ready workflows. The platform also supports resourcing by surfacing the right people based on availability, skills, workload, project context, allocation policies, and cost limits. Financial visibility features help teams monitor utilization, margins, budget risks, revenue leaks, timesheets, expenses, and profitability while delivery is still in progress. By combining project execution, resource planning, profitability management, client portals, customer intelligence, workflow automation, and agentic AI, Rocketlane helps service teams deliver faster value with stronger operational control.

Digital event invitations for modern organizations. Choose from our exclusive cards and invitations to customize with your own company branding, or upload your own design and simply benefit from Greenvelope's fully-integrated event management, tracking, and ticketing functionalities: the choice is yours, and we are here to make it effortless. - RSVP Tracking: View 'Yes' and 'No' responses, open rates and survey responses, all in real time. - Survey Questions: Easily collect all the information you want, no matter the question. - Import Guest List: Import contacts from a spreadsheet, from your email, or by using your Greenvelope address book. - Address Validation: Each email address will be automatically verified to ensure optimal delivery and minimize bouncebacks. - Auto-Reminders: Schedule and send reminders to subsets of your guest list to alert them of an upcoming RSVP deadline or event date. - Daily Updates: Receive updates that are most important to you, from RSVP notifications to daily summaries and more.

SleekFlow is an AI Suite for Revenue-Driving Conversations. SleekFlow brings every customer conversation under one roof. With support for WhatsApp, Instagram, Facebook Messenger, SMS, live chat, email, phone, and more, it gives revenue teams a single AI operating system to manage the full customer lifecycle — from the first touchpoint to long-term loyalty. Central to the platform is AgentFlow, SleekFlow's AI-driven go-to-market workforce. Unlike static chatbots, AgentFlow continuously learns from real interactions. Its self-healing knowledge base monitors conversation trends, flags information gaps automatically, and presents human-reviewable, one-click corrections — so your AI gets smarter without requiring constant manual upkeep. SleekFlow also functions as a built-in business intelligence layer, mining genuine customer dialogue to surface actionable insights that drive smarter decisions across sales, marketing, and support. With over 2,000 enterprise customers spanning 70+ countries, SleekFlow is a globally proven platform. Its headquarters are in Singapore, with regional offices across Hong Kong, Malaysia, Indonesia, Brazil, the UAE, the UK, and the US. The company has raised $23.5M from a distinguished investor group, including Tiger Global, Atinum Investment, AEF Greater Bay Area Fund (managed by Gobi Partners GBA and Transcend Capital Partners), Moses Tsang (former General Partner at Goldman Sachs and Chairman of Goldman Sachs Asia), and Mars Growth Capital. Learn more at sleekflow.io

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

Softr is the AI app builder for business operations. Build secure internal tools and portals with databases, workflow automation, and integrations included. Describe what you need and get real, working software tailored to your processes and business logic. Most teams are held back by fragmented systems: work scattered across spreadsheets, docs, messages, and tools that don't connect. Softr replaces that fragmentation with a single platform that includes: - Databases: Organize and manage all your business data in one place — track clients, manage inventory, log support tickets, and more. Link records across tables, structure and filter however you need, and use built-in AI agents to automate data entry and enrichment. - Apps: Use AI to build client portals, internal tools, CRMs, dashboards, and trackers on top of your Softr Databases or external data source — Airtable, HubSpot, SQL, and more. Control exactly what each user can see and do, with hosting, authentication, and security built in. Create custom tools, blocks, and dashboards instantly, then refine visually, set real permissions, and connect to your data without re-prompting or touching code. - Workflow Automation: Automate the processes that run your business: onboard clients, route tickets, enrich leads, send reminders, and more. Build visual, multi-step workflows that connect your apps, databases, and tools like Gmail, Slack, and Notion. - Forms: Create and publish powerful conditional forms that plug directly into your data and power workflows. Route submissions to Softr Databases or external tools, and share via link or embed anywhere — no third-party form tool needed. Over 1M teams, including Netflix, Google, Stripe, UPS, and Clay, use Softr to build and run business operations apps.

Saay offers an affordable and straightforward solution for businesses to communicate and interact with their customers via text messaging. Experience the benefits of cost-effective text marketing today, with rates as low as half a cent per message! Utilizing Peer-to-Peer (P2P) texting, you can facilitate two-way conversations on a large scale, allowing you to connect with numerous customers and engage in meaningful dialogues. With Bulk SMS, you can send one-way marketing text messages immediately to your opt-in subscribers, making it perfect for delivering updates, notifications, and promotions. As customers increasingly disregard phone calls and emails, it's time to adopt a fresh approach! People prefer genuine interactions over automated responses, so make an effort to establish trust through personal engagement. Compliance is crucial, and the responsibility rests entirely on your shoulders; cutting corners can lead to serious consequences. Fortunately, Saay provides a suite of innovative tools designed to ensure you remain compliant with regulations while effectively reaching your audience. By choosing Saay, you not only enhance customer communication but also safeguard your business interests.

Our cutting-edge platform accelerates sales and project implementation, providing top-notch solar and energy storage solutions. Key functionalities consist of remote design capabilities utilizing satellite imagery, comprehensive proposals featuring precise pricing and energy analysis, and integrated project management tools. Notably, our customer-facing app is a pioneering solution in the market; it uniquely validates predicted performance and cost savings. Additional features encompass solar and storage power flow tracking, utility bill savings calculations, and performance monitoring. The platform supports diverse workflows for team collaboration and task delegation. By leveraging high-resolution satellite images, users can efficiently create layouts for both residential and commercial projects. Enhance your sales process with visually appealing and accurate proposals, allowing for quicker deal closures. Additionally, effectively manage projects to ensure swift completion while exceeding client expectations. This combination of features makes our platform an invaluable asset for businesses in the renewable energy sector.

Today's consumers have become accustomed to making evaluations independently, with an expectation for flexibility and self-service, even when it comes to significant purchases. The complexity of the buying experience has increased dramatically, with a multitude of options to consider, various stakeholders involved, and numerous obstacles to navigate. The typical sales process often feels more like a rigid framework rather than a journey tailored for the buyer. Customers are not seeking validation; instead, they are focused on resolving their issues. To avoid lost deals, delays in onboarding, and unmet revenue targets, it is crucial to collaborate effectively with prospects and customers. Establishing a reliable sales and success process that emphasizes partnership with customers is essential. By employing successful strategies, templates, and tactics that have been adopted by hundreds of high-growth startups, you can enhance your approach. Working closely with experienced sales professionals to tailor your methods can lead to improved outcomes. It's vital to foster engagement and accountability by ensuring that all parties share a clear understanding of the next steps, key milestones, timelines, and overarching business objectives. This collaborative approach not only enhances the customer experience but also drives better results for your business in the long run.