Business Software for Salesforce

Salesforce Agentforce Energy & Utilities is a purpose-built CRM platform tailored to the evolving needs of energy providers and utility companies. It centralizes customer, billing, asset, and operational data into a unified system. AI-powered automation enhances contact center performance with intelligent chat, digital self-service, and multi-channel engagement. Sales teams benefit from industry-specific configure, price, and quote capabilities designed for complex energy products and services. Order management and guided selling streamline customer acquisition and retention processes. The platform includes a comprehensive industry data model that supports both regulated and competitive markets. Clean energy program management tools help utilities track conservation initiatives and sustainability efforts. Field service and asset management features optimize workforce productivity and operational costs. Integration with Data 360, Tableau, MuleSoft, and business intelligence tools enhances analytics and decision-making. Agentforce Energy & Utilities empowers organizations to modernize operations, improve customer satisfaction, and accelerate digital transformation.

Salesforce Loyalty Management is an all-encompassing platform aimed at assisting businesses in developing and overseeing intelligent, customized loyalty programs that boost customer interaction and enhance their lifetime value. Constructed on the Salesforce Customer 360 Platform, this tool allows organizations to design loyalty initiatives with various tiers, points, benefits, and rewards specifically suited for both B2B and B2C audiences. It facilitates partnerships across different industries, enabling customers to accumulate and redeem rewards with multiple brands, while also providing resources for efficiently onboarding partners and coordinating joint promotional efforts. Leveraging AI-driven features, it empowers businesses to pinpoint brand advocates, manage referral initiatives, and offer personalized promotions rooted in customer data and behavior patterns. Furthermore, when integrated with Salesforce Marketing Cloud, Service Cloud, and Tableau, Loyalty Management ensures a cohesive view of the customer, promoting seamless engagement across every interaction point. This comprehensive approach not only enhances customer loyalty but also drives sustainable business growth over time.

Salesforce Agentforce Media is a purpose-built media CRM designed to help media and entertainment companies modernize operations and increase revenue. It connects advertiser, subscriber, and audience data within one unified platform. With AI-powered insights from Agentforce, teams can optimize monetization strategies across digital and traditional channels. The platform simplifies complex media sales processes with integrated CPQ, order management, and campaign planning tools. Subscriber management capabilities support personalized engagement and lifecycle automation. An industry-specific data model ensures workflows are tailored to media business needs. Built-in automation reduces manual tasks and operational overhead. Integration with Marketing Cloud, Service Cloud, and Data 360 expands personalization and analytics capabilities. Media organizations can launch new offerings faster while maintaining a centralized view of customers and advertisers. Agentforce Media helps companies boost productivity and accelerate return on investment.

Axsy is a mobile application native to Salesforce that prioritizes offline functionality to boost field productivity across multiple sectors such as public services, retail, and field operations. It offers seamless integration with various Salesforce Clouds, including those focused on public services, consumer goods, and field service, to create a cohesive environment for mobile inspections, sales transactions, and service management. The app is equipped with dynamic forms and surveys that adjust in real-time, steering users toward critical aspects during inspections. Field personnel can efficiently capture orders while on the move, turning customer engagements into potential revenue streams. The mobile interface is designed for maximum efficiency, allowing users to conduct in-store tasks and on-site services with minimal interactions. Axsy features an all-inclusive pricing structure, which negates the necessity for extra third-party licenses, thereby lowering the overall ownership costs. Additionally, its offline capabilities guarantee that users can access key functions without interruption, regardless of their internet connection status. This ensures that field workers remain productive and connected to vital tools even in challenging environments.

Lorelight is an innovative platform for monitoring brand performance in the realm of artificial intelligence, allowing communication experts to effectively track, assess, and enhance their brand's visibility on prominent AI platforms like ChatGPT, Claude, Gemini, Meta, Deepseek, and Mistral. By initiating a brand project, users can effortlessly establish monitoring processes, pinpoint significant competitors, and utilize intelligent prompts customized for their specific industry. The platform also delivers share of voice analytics, which evaluates a brand's weighted presence in comparison to its competitors within AI-generated discussions, employing an inverse rank formula to elevate the most significant mentions. Additionally, Lorelight features AI sentiment analysis to gauge how various AI systems perceive a brand, categorizing sentiments as positive, negative, or neutral while providing contextual information. Users can uncover organic mentions of their brand in AI-driven dialogues that they did not initiate, thereby gaining valuable insights into their standing in the competitive landscape. This comprehensive approach empowers brands to refine their strategies and enhance their overall reputation in the rapidly evolving AI space.

Leaptree Optimize serves as a comprehensive, Salesforce-native platform dedicated to standardizing customer experience quality assurance, thereby enhancing the capabilities of QA leaders and fostering a sense of trust throughout the organization. By employing intuitive and automated processes, you can elevate your quality assessment productivity by 50%. The platform allows for seamless integration with Salesforce, enabling users to get started in just a few clicks. Fully customizable CX QA dashboards and sophisticated reports can be accessed effortlessly, allowing for quick identification of areas needing improvement. You can automate monitoring for various communication channels, including phone calls, web chats, email exchanges, and Zoom meetings. This results in a significant reduction of QA assessment time by half. Intelligent QA assessment automation not only aids in evaluating and improving agent performance but also allows for the rapid creation of impactful, dynamic QA scorecards. To further enhance productivity, gamification elements make the work environment enjoyable and fulfilling. Features like leaderboards, badges, and various game components ensure that your team remains engaged, driven, and eager to succeed in their tasks. Ultimately, this innovative approach cultivates a culture of excellence and continuous improvement within your organization.

Chatterbox, an open-source voice cloning AI model created by Resemble AI and distributed under the MIT license, allows users to perform zero-shot voice cloning with just a five-second sample of reference audio, thereby removing the requirement for extensive training. This innovative model provides expressive speech synthesis that features emotion control, enabling users to modify the expressiveness of the voice from a dull tone to a highly dramatic one using a single adjustable parameter. Additionally, Chatterbox allows for accent modulation and offers text-based control, which guarantees a high-quality and human-like text-to-speech output. With its faster-than-real-time inference capabilities, it is well-suited for applications requiring immediate responses, such as voice assistants and interactive media experiences. Designed with developers in mind, the model supports easy installation via pip and comes with thorough documentation. Furthermore, Chatterbox integrates built-in watermarking through Resemble AI’s PerTh (Perceptual Threshold) Watermarker, which discreetly embeds data to safeguard the authenticity of generated audio. This combination of features makes Chatterbox a powerful tool for creating versatile and realistic voice applications. The model's emphasis on user control and quality further enhances its appeal in various creative and professional fields.

Klavis AI delivers open source infrastructure designed to streamline the utilization, development, and expansion of Model Context Protocols (MCPs) for artificial intelligence applications. With MCPs, tools can be integrated dynamically at runtime in a uniform manner, which removes the requirement for preconfigured setups during the design phase. Klavis AI supplies secure and hosted MCP servers, which alleviates the burden of authentication management and client-side code. This platform facilitates integration with a diverse range of tools and MCP servers, ensuring flexibility and adaptability. Klavis AI's MCP servers are not only stable and trustworthy but are also hosted on dedicated cloud infrastructure, with support for OAuth and user-based authentication to ensure secure access and effective management of user resources. Furthermore, the platform features MCP clients available on Slack, Discord, and web interfaces, allowing users to access MCPs directly from these popular communication platforms. In addition, Klavis AI offers a standardized RESTful API for seamless interaction with MCP servers, empowering developers to incorporate MCP capabilities into their applications with ease. This comprehensive approach ensures that developers have the tools they need to efficiently harness the power of MCPs in their AI projects.

GetGenerative.ai is an innovative workspace that harnesses AI to oversee the full lifecycle of Salesforce projects by leveraging automation, smart recommendations, and collaborative tools in real time. Within GetGenerative.ai, the Studio feature enables users to personalize their experience by selecting their preferred LLM, connecting various data sources, enhancing prompts, tailoring methodologies, and modifying templates to fit their needs. As a solution built for enterprises, GetGenerative.ai ensures scalability, provides strong data protection, maintains compatibility with cutting-edge LLMs, and offers a wide array of customization possibilities while seamlessly integrating with existing CRM, project management tools, and PM systems. This comprehensive platform is designed to streamline workflows and enhance productivity across teams.

eSignatures is an efficient, mobile-centric platform for electronic signatures that aims to make contract workflows easier through a flexible pay-as-you-go pricing structure. Users can effortlessly dispatch mobile-friendly contracts via email or SMS, guaranteeing a smooth signing process across various devices. The platform also features bulk sending capabilities, allowing users to easily input signer lists from Excel, which streamlines the distribution of contracts to numerous recipients. Furthermore, its integration options include a user-friendly API and compatibility with Zapier, promoting automation and connectivity with a wide range of applications. Businesses can enhance their signature requests and emails through custom branding features that allow for the inclusion of their logos and fonts, ensuring brand identity is preserved throughout the signing journey. Additionally, eSignatures offers support in 24 different languages to cater to a diverse clientele. This multilingual capability enhances accessibility, making it a versatile choice for international businesses.

Tyce is an advanced document automation platform powered by AI, specifically engineered to swiftly create, assess, and enhance essential business documents such as contracts, proposals, and legal agreements. By integrating multi-modal search, contextual generation, and smart editing tools into an intuitive AI-driven editor, it optimizes document workflows effectively. Furthermore, it seamlessly connects with current file storage solutions and accommodates complex formats, including PDFs, Word documents, and structured templates. Tyce significantly reduces the need for manual drafting and analysis by automating repetitive processes, which minimizes errors and speeds up decision-making for professionals across legal, sales, and project development sectors. This innovative platform ultimately transforms static documents into dynamic tools for growth, enhancing both operational efficiency and scalability. Additionally, Tyce's capabilities enable businesses to adapt to changing demands and streamline their documentation processes, ensuring they remain competitive in a fast-paced environment.

Giftronaut is a digital rewards and gifting platform that helps businesses send global incentives easily and efficiently. It allows companies to distribute gift cards to recipients in over 90 countries, supporting international teams and customers. The platform features a Choice Card system, where recipients can select their preferred brand and currency based on their location. Giftronaut offers access to more than 30,000 international gift cards, providing a wide variety of options. Businesses can send rewards individually or in bulk by uploading spreadsheets. The platform includes customization tools, allowing companies to add logos and personalized messages to reward emails. Automatic currency conversion ensures a smooth experience for recipients worldwide. Giftronaut also integrates with tools like Zapier and offers an API for embedding rewards into existing systems. It provides reporting features to track reward distribution and performance. The platform is free to use, with no subscription fees or hidden costs. Overall, Giftronaut helps businesses streamline employee recognition, marketing incentives, and global reward programs.

Octave provides a significant advantage in real-time by automatically adjusting your outbound playbook in response to live customer signals, shifts in your ideal customer profile, and your specific market dynamics; it seamlessly integrates with your go-to-market stack, learns from every interaction and market signal, and continually refines your outbound efforts, ensuring that every engagement aligns with your strategy, positioning, personas, use cases, and insights, thus allowing you to scale rapidly with effective messaging. Additionally, Octave stands out as the pioneering AI platform that transcends mere personalization by incorporating rich, real-time context into all interactions with prospects and customers, effectively transforming your ideal customer profile into actionable insights and coordinating messaging across various clients. It also facilitates the sharing of self-optimizing templates among teams to ensure cohesion and speed, while deploying a dedicated team of AI agents tasked with gathering comprehensive intelligence on each prospect, all while adapting messaging at the pace of change, ensuring it evolves in tandem with your product. As a result, your outreach becomes not only more efficient but also more impactful in a competitive landscape.

Summit serves as a low-code platform designed for the development of small programs, known as models, which can be seamlessly integrated into popular workflow builders. This platform empowers users to leverage AI and manage unstructured data that flows through their automation processes. Summit's low-code toolkit is specifically crafted for the era of large language models; it enhances prompts by incorporating real-time, pertinent context through its search functionality, and yields structured outputs such as JSON that conform to specific schemas. With a well-defined pathway for users to achieve proficiency, it features a compact yet flexible array of building blocks, allowing you to invest less time in documentation and more time in addressing challenges. Additionally, Summit accommodates loops to iterate over lists, retrieves paginated API data, and adheres to rate limitations effectively. Each model possesses its own API, facilitating integration with no-code platforms like Zapier, HubSpot, Make, Clay, or any programming stack including Python, PHP, Ruby, and JavaScript. Furthermore, it encourages both reusability and composability, permitting models to invoke other models, thereby enabling the creation of solutions that can be applied in various contexts. This interconnectedness fosters a more efficient development process and enhances overall productivity in automation tasks.

Edistera provides a cloud-based B2B commerce platform that leverages AI technology to transform wholesale distribution networks for manufacturers, brands, and distributors through a cohesive set of tools. It features a fully customizable branded B2B online store and mobile ordering application that includes high-definition digital catalogs, AI-driven personalization, intelligent search capabilities, stock visibility, and expedited reordering processes. Additionally, Edistera Rep serves as a mobile CRM tool that enables field sales representatives to efficiently place orders, access pricing details, view inventory, and track order history while also monitoring their productivity on the move. Furthermore, Edistera Hub acts as a centralized management system that facilitates the handling of customers, catalogs, orders, GST-compliant invoicing, packaging, bundling, pricing structures, channel-specific catalogs, and inventory management across multiple warehouses, ensuring streamlined fulfillment, payment processing, and returns, all customizable with branding, custom fields, business protocols, and omnichannel support. With these comprehensive features, Edistera enhances operational efficiency and optimizes the B2B commerce experience for its users.

AgentVoice is a sophisticated platform designed for creating AI-driven voice agents capable of managing phone calls and performing various tasks, such as scheduling meetings, sending messages, and updating customer relationship management systems, all without the need for programming expertise. Each interaction is processed through advanced speech recognition technology to convert spoken words into text, a large language model that decides on responses and actions, and a voice generated by AI that communicates in a natural manner. These agents not only reply but also carry out tasks in real-time or post-call by utilizing actual data, memory capabilities, and access to tools. Users can effortlessly design no-code workflows to enhance CRM updates, arrange meetings, send follow-up communications, screen potential leads, manage voicemails, and filter unwanted calls, all within a single call. The setup process is remarkably quick, allowing users to create and deploy a fully functional agent in under 30 minutes without needing to write any code: simply outline your agent's parameters, select a voice, integrate with over 200 native tools, utilize low-code alternatives, or leverage a comprehensive API and webhooks, and then either upload or generate a script tailored to your needs. With its user-friendly interface and efficient capabilities, AgentVoice transforms the way businesses interact over the phone, enhancing productivity and streamlining operations.

Heartbeat serves as the essential platform for businesses driven by community engagement, allowing you to facilitate discussions, threads, voice and video gatherings, live events, educational courses, and resource documents, all hosted on your personal domain or within restricted-access areas. Tailor your communication channels for in-depth conversations, initiate voice rooms effortlessly, and utilize presence indicators to create an immersive “in-room” atmosphere. Transform engaging dialogues into lasting documents or articles, while structuring educational paths through integrated courses. Effortlessly generate revenue from your community by offering memberships, paid events, exclusive deals, and course enrollments, with the convenience of integrated payment solutions. Streamline processes with automated onboarding, member matchmaking, workflows, and reminders by leveraging powerful integrations with tools like Zoom, Google Calendar, Salesforce, HubSpot, Airtable, and more. Administer member access through detailed permissions and access groups, personalize your community’s branding, and enhance your growth with insightful analytics and community dashboards, fostering a thriving environment for all participants. This comprehensive ecosystem empowers you to cultivate a vibrant community while driving sustainable growth.

Centilio Sign offers a reliable electronic signature platform designed to streamline your business operations. It enables seamless document creation, efficient contract management, and smooth payment processing while providing the tools necessary for automated workflows. Transition to a paperless environment effortlessly and significantly minimize bulky paper stacks with convenient import options from desktop applications or cloud services like Google Drive, OneDrive, and DropBox. Various documents such as legal papers, proposals, quotes, and contracts can be signed digitally, with compatibility for multiple file formats, including PDF, JPG, PNG, and DOCX. The platform also features auto field inputs, allowing documents to be pre-filled with text tags so that the correct fields are ready when the signing process begins. Coordination is made easy with real-time feedback through public or private comments, and you'll receive timely notifications for status updates and reminders. If needed, you can easily retract sent documents, giving you full control over the signing process, including the ability to accept, reject, or decline documents as appropriate. With Centilio Sign, managing your electronic documents is not only efficient but also enhances your overall productivity and organization.

Fin is the #1 AI agent for customer service, recognized for delivering superior performance by resolving up to 65% of complex support queries end-to-end. The platform offers a unified workspace where teams can monitor, analyze, train, test, and deploy AI models effortlessly without any coding skills, driving continuous improvements in response quality. Fin’s patented AI Engine™ employs advanced retrieval-augmented generation technology to refine queries, generate accurate responses, validate outputs, and optimize overall efficiency. It supports seamless integration with any helpdesk system, including Intercom, Zendesk, Salesforce, and more, enabling omnichannel customer support across voice, email, live chat, WhatsApp, Facebook Messenger, Slack, and others. The system is highly adaptable, following existing automation rules and providing smooth handoffs to human agents when needed. Fin is trusted by leading companies like Lightspeed and Anthropic and comes with certifications for data security and privacy compliance. Its pricing is based on a pay-per-resolution model, making it a cost-effective solution for businesses of all sizes. A free 14-day trial and personalized demos are available to help teams get started quickly.

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

Voxbay is a cloud-based platform that leverages AI to enhance telephony and unified communications for businesses, regardless of their size. This all-encompassing contact center solution includes features such as multilevel IVR, predictive dialing, virtual phone numbers, call masking, conferencing capabilities, live call monitoring and transfers, call recording, as well as management for leads and tickets. In addition, it offers SMS and WhatsApp messaging functions, paired with AI-driven routing for calls. The platform effortlessly connects with CRM systems like Zoho, ensuring that all interactions are logged automatically, and it provides access to virtual numbers in over 65 countries worldwide. Users benefit from real-time dashboards that track agent performance, receive automated notifications, and can integrate social media for a more holistic communication strategy. With an impressive uptime of 99.9%, strong security measures, and the ability to scale according to business needs, Voxbay significantly enhances both inbound and outbound communications while optimizing workflows and improving customer engagement through centralized management and intelligent data analytics. This combination of features positions Voxbay as a leader in the communication technology space, making it an invaluable asset for any growing business.

Avina is an advanced platform that leverages AI for automating revenue processes and providing signals intelligence specifically designed for B2B sales teams. It consistently gathers and enhances real-time buying indicators by analyzing anonymous website visits, which include intricate interactions such as scrolling, highlighting, and copying text, along with engagement metrics from advertisements and emails, LinkedIn activities, job transitions, updates from CRM systems, and additional sources. These signals are then scored and organized into a prioritized “Signals Inbox” to facilitate better decision-making. With an easy-to-use web SDK and seamless integrations with popular tools like HubSpot, Salesforce, Slack, Outreach, and SalesLoft, Avina constructs an automated and cohesive customer data platform that highlights the most valuable prospects and suggests optimal actions. The AI also aids in creating tailored outreach messages, generating briefs for meetings before and after they occur, synchronizing activities with CRM systems, and activating specific workflows. Implementation is quick, allowing teams to get started in under 30 minutes and witness improvements in their sales pipeline within just a week. Furthermore, the platform is supported by robust security measures, including TLS/AES encryption, role-based access controls, and comprehensive audit trails to ensure data integrity and confidentiality. Overall, Avina empowers sales teams to operate more efficiently and effectively in a competitive landscape.

String is an innovative SaaS solution that enhances business communication through texting, voice calling, and direct messaging across various sectors. It can be accessed via both desktop and mobile devices, offering a cohesive interface for managing automated SMS campaigns, mass texting, and voice interactions. Users have the ability to import their contacts, utilize tagging for effective segmentation, and design tailored campaigns with customizable message templates. The platform supports keyword responses for lead generation and promotional efforts, while its compatibility with tools like Zapier, Salesforce, Mailchimp, Shopify, Slack, QuickBooks, and countless other applications ensures automated workflows and data synchronization across platforms. With features such as Wi-Fi calling and the capacity to handle multiple numbers—including existing landlines, new local, toll-free, premium, or vanity numbers—users can effortlessly manage voice and text communication from a single app. Additionally, the integrated dashboards provide insights into open rates, response times, conversion statistics, and customer engagement patterns, empowering teams to concentrate on strategic initiatives instead of tedious manual tasks. This comprehensive solution not only streamlines communication but also enhances overall operational efficiency for businesses.

Knowz AI offers a comprehensive enterprise solution that provides immediate answers to queries, streamlines workflows, and safeguards company knowledge across all business applications. Designed with security in mind, it adheres to compliance and governance standards, boasting certifications such as SOC 2, ISO 27001, HIPAA, and GDPR, and can be utilized in on-premise, private, or GovCloud settings. Its AI Search feature is tailored to match your organization's specific language, seamlessly integrates with platforms like Google Drive, SharePoint, Salesforce, SAP, Workday, Slack, Zoom, and more than 1,000 additional systems, and automates the classification, approval, and distribution of documents, eliminating the need for manual intervention. The Workflow Automation capability enables AI-powered approvals for HR, legal, and IT functions, generates reports and compliance documents automatically, and initiates company-wide actions, such as updating Salesforce or approving policies directly through the platform. Additionally, the integrated Genius Mode provides real-time fact-checking, complex multi-step reasoning capabilities, AI voice coaching during meetings, and insights that can be accessed as needed. This multifaceted approach empowers businesses to enhance efficiency and decision-making within their operations.

Portia AI is an open-source developer framework that includes optional cloud services, enabling teams to quickly create, deploy, and oversee stateful, authenticated AI agents while maintaining full visibility and control over the process. Developers initiate the process by using the SDK to generate clear, organized multi-step "plans" that integrate LLM reasoning with various tool calls, executing these plans incrementally and enhancing the plan state at each step, while also allowing for pauses to seek clarifications, whether from human users or machine inputs, when authentication or additional information is necessary. With its cohesive authentication framework and an easily customizable tool catalog, Portia automatically manages the credentials and permissions needed for remote API and MCP tool calls. Furthermore, the accompanying cloud solution provides persistent storage for plan execution states, historical log tracking, telemetry dashboards, and managed scaling, ensuring that production deployments remain dependable, traceable, and compliant with regulatory standards. This comprehensive approach not only simplifies the development process but also enhances the overall efficiency and effectiveness of AI agent deployments.