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Utilities

Salesforce SMS.do

FEATURES

In-Salesforce Messaging
Bulk Messaging
SMS Templates
Tracking SMS History
Incoming SMS
Let Say
Creating Records On Incoming SMS
Opt-in And Opt-out Settings
Scheduling Text Messages
Conversation View
Auto-forward To Email

CATEGORIES


Send SMS to your leads, contacts, and accounts from your Salesforce org with ease and efficiency. SMS.do allows you to stay in touch with your customers and prospects directly from your Salesforce instance by sending them SMS and MMS messages with a few simple clicks. Salesforce does not provide its users with an in-built tool […]

Clean.do

FEATURES

Metadata Audit
Code Audit
Security Audit And Analysis
Dedicated Errors Section
Simple And Understandable Interface
Engaging Representation Of Information
Web-based Platform
Detailed Report And Summary
Focus On Security
Free Salesforce Checkup Tool

CATEGORIES


Scan your Salesforce instant within seconds and obtain a snapshot of results with Clean.do Looking at the intricacies of the tools and features provided by the CRM platform, a regular Salesforce Health Check is necessary Features  Metadata Audit The Salesforce audit tool conducts a thorough scan if your Salesforce fields, configurations, logic, page layouts, and […]

Dialer.do

FEATURES

Tracking Call History
Call Monitoring
Integration With Calendar
Pre-informed Call Recording
Ease To Use And Understand
Local Presence Dialing
Chrome Extension For Increased Flexibility
Prioritize Your Leads And Contacts
Quick And Effective Onboarding
Pre-recorded Voicemails
Reach Out To More Leads And Contacts
Seamless Process Automation
Capture Call Activities On Salesforce
Streamline Your Sales Processes

CATEGORIES


Dialer.do is a Salesforce dialer app that helps your sales reps contact your leads and contacts through a centralized platform. If you have switched to Lightning, it helps you leverage the CRM functionalities by improving communication through the Salesforce Lightning dialer app. Through Dialer.do, you can effectively reach out to the leads captured and recorded […]

Document.do

FEATURES

Native Salesforce Application
E-signing Documents
Simple To Use
Wide Range Of Templates
No Compromise On Security
Automating Documentation Processes
Keeping A Track Of Your Salesforce Docs
Notifications For Specific Actions
Efficient Saving And Sending
Scheduled Sharing Of Documents
An Aid To CPQ
Increased Efficiency In Document Generation

CATEGORIES


Salesforce is all about data. Right from recording datasets to assessing them for providing personalized services, the CRM platform involves organized management of data. Your Salesforce docs are important elements of the data that need to be recorded and managed for various processes. Document.do is a seamless document generation and management platform that users create, […]

FormDoodle

FEATURES

Build Forms Connecting To Any Salesforce Object
Simple User Interface
Create Dynamic Salesforce Forms
Stay Notified
Focus On The Security Of Your Forms
Focus On Data Compliance
Options For Multiple Languages
Choose The Format Of Your Forms
A Wide Range Of Templates And Themes
Track Activities Offline
Integration With Payment Gateways

CATEGORIES


Spend minimum time in creating quality Salesforce forms with the help of FormDoodle. The native Salesforce form builder allows users to create personalized forms to generate leads, capture important client data, and store the same within the Salesforce database in real-time. It allows seamless creation and management of web-to-lead forms to help your sales reps […]

Massmail.do

FEATURES

Streamlining Salesforce Campaigns
A Convenient Email Wizard
Tracking Results
No Limit On Emails
Sending Individual Emails
Verifying Your Contacts
Sending Attachments
Creating Streamlined Drip Campaigns
A Variety Of Email Templates
Identify Spam Traps

CATEGORIES


Send bulk emails from your Salesforce CRM with ease and efficiency Massmail.do helps you and your team to send bulk messages from your Salesforce org and keep a track of the same to streamline your email marketing campaigns. The Salesforce mass email tool is designed to help sales reps take control of the number of […]

External File Storage With Salesforce

FEATURES

No Limits On File Size
Upgrades and Customisations
Facilitating Smooth Migration
Drag and Drop Facilities
Providing Best External File Storage Integration Options
Helping You Collaborate Important Files

CATEGORIES


One of the most critical aspects of running a business organization is managing documentation. There are numerous records, files and documents that are created, moved, modified and deleted on a regular basis. An average business house has to deal with hundreds of customers on a daily basis. This implies that apart from the documents pertaining […]

Salesforce Payment Gateway
Salesforce Payment Gateway

FEATURES

Increased Security
Increased Automation and Accuracy
SALESFORCE STRIPE INTEGRATION
Creation of Intelligent Reports
Triggering Marketing and Sales Activities
Transparent Viewing of Payment Methods
Accessing and Modifying Stripe Contacts

CATEGORIES


Since it was first introduced more than two decades ago, Salesforce has catered to several business enterprises belonging to all scales of operation and all sectors of the industry. The platform of Salesforce is still going strong by providing automation in handling CRM activities and saving considerable time spent by the marketing and sales team […]

Drag And Drop Attachments

FEATURES


CATEGORIES


Drag and Drop Attachments app will provide you a feature of adding attachments by simply Drag & Dropping in the area provided by the app, and these files will get attached automatically to that particular record. Overview of Download Attachments as zip: Avoid going through clicks and Page loading for each attachment Easier. Faster. Smarter […]

Lead Status History

FEATURES


CATEGORIES


Lead Status History app tracks the Time Spent on each Status for a particular lead So that we get to know easily for how much time our Lead was in “Open – Not Contacted” or “Working-Contacted”, etc. Awesome and Ease Lead Status History Tracking App. Overview Lead Status History app is Free app provided to […]

Industry Solutions / Accelerators

Real Estate Management
Real Estate Management

FEATURES

accountability
tracking


Tenants and clients today are mobile, social, and connected, and they anticipate responsive 1:1 connections. Real Estate Management is intended for property managers, developers, and investors who look forward to automating their association with tenants and clients. Real Estate Management, Cloud-Based CRM Tool helps Varied Real Estate Agents Businesses In Tracking Information About Residential Properties. […]

Salesforce ATS
Salesforce ATS

FEATURES

A Native Salesforce Application
Automated Recruitment Workflows
Managing Member-specific Websites
Efficient Onboarding Practices
Third-party Integrations
Seamless Customizations
Customizing Your Page Layouts
Automating Your Approval Processes
Making Seamless Calculations Through Formula Fields
Avoid Duplication Of Records
Keeping A Track of Field History


Track the applications of your potential employees and streamline your recruitment processes via Recruit.do Applicant Tracking System | Salesforce ATS Track the applications of your potential employees and streamline your recruitment processes via Recruit.do. It is the employees that directly or indirectly contribute to the growth of an organization. It is important to hire the […]

LendingXL

FEATURES

A Native Salesforce Application
Automated Recruitment Workflows
Managing Member-specific Websites
Efficient Onboarding Practices
Third-party Integrations
Seamless Customizations
Customizing Your Page Layouts
Automating Your Approval Processes
Making Seamless Calculations Through Formula Fields
Avoid Duplication Of Records
Keeping A Track of Field History


Cloud Based Lending Software A Cloud Based Lending Software built on Salesforce that automates every step of the lending process, from the loan application and borrower evaluation to origination, underwriting, servicing, collection, reporting, and much more. Designed for banks, credit unions, and mortgage lenders, the platform enables users to configure rules, simplify processes, and gain operational efficiency […]

Connectors

Salesforce WordPress Connector

FEATURES

Generating Leads From Web-to-lead Forms
Simplified User Management
Managing Member-specific Websites
Keeping A Track Of User Activity
Leveraging Your E-commerce Platform
Keeping A Track Of Your Salesforce Campaigns
User Access And Permissions
Integrating Your Custom Objects
Ensuring Data Security
Simple Functionality

CATEGORIES


Create powerful and engaging websites by integrating your Salesforce CRM data with WordPress via WordPress Connect. Websites and content management plays a key role in helping organizations reach out to their target audience, informing them about their offerings, and persuading them to engage with their business. With WordPress Connect, we provide you and your team […]

Salesforce Quickbooks Connector

FEATURES

A Centralized Platform
Scope For Customization
Avoid Losing Your Data
Keeping A Track Of All Transactions
Segregating Transactions Into Categories
Simplified Billing
User Access And Permissions
Seamless Process Automation
Cost-effective Solution
Simple User Interface
Keeping The Sales And Accounting Teams On The Same Page

CATEGORIES


Streamline your accounting activities by blending them with Salesforce CRM functionality via QuickBooks Connect. QuickBooks Connect Streamline your accounting activities by blending them with Salesforce CRM functionality via QuickBooks Connect. Just like CRM for sales and marketing, accounting is a highly data-driven activity. It requires you to make precise entries, ensure data security and make […]

Salesforce Shopify Connector

FEATURES

Native Salesforce Tool
Using E-commerce Data With CRM Benefits
Customizing Buying Journeys
Multi-store Integration
Utmost Data Security
Dynamic Field Mapping
Real-time Syncing Of Products
An Easy No Code Installation
Seamless Inventory Management
Synchronizing Customers
Interactive User Interface
Ensuring Secure Payments
Bulk Data Processing
Setting User Permissions

CATEGORIES


Boost Your E-commerce Sales And Manage Your Shopify Account By Connecting It With Salesforce Via Shopify Connect. Boost Your E-commerce Sales And Manage Your Shopify Account By Connecting It With Salesforce Via Shopify Connect. The boost in the e-commerce industry during the last few years has resulted in intense competition between online sellers. You have […]

Salesforce Moodle Connector

FEATURES

Customizing
Social Learning
Flexible Learning
E-Commerce

CATEGORIES


You can access Moodle from inside Salesforce through our Salesforce Moodle Connector. As a platform Moodle is very easy to use and full of great features. By integrating Moodle with the best CRM out there Salesforce you’ll get a vital edge over the competition. Moodle is a free online education service which provides you great […]

Salesforce Zoom Connector

FEATURES

Scheduling Meetings
Conducting Orientations
Syncing Zoom Contacts

CATEGORIES


Schedule your video meetings and plan your calendar events with ease and efficiency with Zoom Salesforce integration. Since the March of 2020, the demand for online collaborative platforms like Zoom has skyrocketed. Zoom has emerged as one of the most popular and sought-after platforms to interact with one’s Through Salesforce Zoom integration, we help you […]

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