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Best Salesforce apps: our top picks


Known as the most popular Customer Relationship Management (CRM) platform on the market, Salesforce helps manage all your sales and marketing processes in one place.

While Salesforce is already an extremely useful tool for any business owner, there are countless apps and add-ons that are designed to enhance the core CRM product.

The additional apps can be found on AppExchange – a cloud marketplace for Salesforce integrations. But with so many apps to choose from, browsing through thousands of solutions can be overwhelming and time-consuming.

Best Salesforce apps: a detailed list

To save you time, we've compiled a list of the best Salesforce apps that are set to boost your conversion rates, automate marketing processes and improve customer satisfaction.

Conversica

Conversica
FeaturesLightning ready, professional and up, Salesforce1 mobile, no limits
Rating
5
Free versionNo

Conversica offers conversational AI solutions that help enterprise teams attract new audiences and engage with customers across their sales lifecycle at scale.

Its AI Assistants act as digital team members and interact with prospects, customers, or partners by providing two-way, human-like conversations. Thanks to natural language processing, Conversica conversational AI is able to process over a billion interactions across multiple digital communication channels and languages at once.

Besides conversational AI, this app also offers decision and policy management, business process automation, and deep learning capabilities.

Document Extractor

Connecting Software
FeaturesLightning ready, professional and up, no limits
Rating
5
Free versionYes

All your Salesforce documents can be moved automatically and in real-time to on-premises SharePoint using Document Extractor. SharePoint is configured to monitor Salesforce-related documents and create the appropriate folder structure accordingly.

Users will benefit from this tool since not only does it support the latest Salesforce Lightning experience, but it also decreases document storage costs and allows Blockchain-based document sealing.

The solution is available as a SaaS portal that requires no installation, however, if you want to maintain complete control over the integration we suggest going the self-hosted route. You can try both options for 15 days for free.

CT Mobile

CT Mobile
FeaturesLightning ready, enterprise and up, no limits, person accounts, multi-currency
Rating
5
Free versionYes

CT Mobile is an award-winning mobile sales tool that provides a comprehensive solution to field sales reps and agents. In addition to providing full Salesforce offline functionality, it includes an advanced Digital Sales Aid.

In addition to full-on and offline functionality, key benefits include:

  • Easy installation and route planning
  • Convenient search feature and custom objects support
  • Reliable sync engine, no matter the network speed
  • Drag-n-Drop calendar
  • CLM & Remote detailing

By combining Salesforce offline capabilities with storytelling, CT Mobile has the potential to boost all primary sales KPIs - deal close rate, customer loyalty, lead-to-cash, etc.

Salesbolt

Salesbolt
FeaturesLightning ready, professional and up, no limits, person accounts, multi-currency
Rating
5
Free versionYes

The average person changes jobs every 36 months, according to Salesbolt. Using the robust contact tracking AI solution they provide, you can now put an end to the hidden risk of churn.

LinkedIn profiles are displayed alongside Salesforce data in Salesbolt, so you can capture new leads and update Salesforce in seconds. Besides ensuring that all existing records are visible immediately to avoid duplicates, contact tracking improves every step of the sales process and helps your company reach its sales goals.

Additionally, Salesbolt offers a Chrome extension that integrates Salesforce with LinkedIn.

iSEEit on Salesforce

iSEEit on Salesforce
FeaturesLightning ready, professional and up, native app, no limits, multi-currency
Rating
5
Free versionYes

Salesforce's iSEEit solution empowers sales teams to visualize their sales process, facilitating standardized deal qualification to close more deals.

It facilitates quick alignment between all members of the sales team, enabling them to qualify their opportunities using a standardized methodology, allowing them to take preemptive action to close their deals. This tool also offers visually aided and data-driven forecasting, and built-in opportunity and account org charts.

It is the perfect tool for those who seek to implement a more structured sales methodology and attain a more predictable forecast directly in Salesforce.

Calendar Anything

Calendar Anything
FeaturesLightning ready, essentials and up, native app, Salesforce1 mobile, no limits, person accounts, multi-currency
Rating
5
Free versionYes

CalendarAnything is much more than just an ordinary calendar.

You can streamline operations by manipulating Salesforce data directly from CalendarAnything as well as create up-to-date roadmaps, project plans, sales pipelines, and more. It also supports exporting calendars to Excel, defining conditional coloring at multiple levels, scheduling, starting, and managing Zoom meetings.

Learn more about this tool by visiting their page or trying a free 15 days trial.

Otonomo

Otonomo
FeaturesLightning ready, enterprise and up, no limits
Rating
5
Free versionNo

A first-of-its-kind neutral automotive data services platform that allows new apps and services to be developed for drivers, passengers, municipalities, and transportation operators.

Among the sources of automotive data that Otonomo ingests are OEMs and third parties. Data is cleansed, normalized, aggregated, and enhanced with third-party datasets to manage compliance, meet consumers' privacy expectations, and maximize its value.

Otonomo is a great option for those who want features such as distance tracking or geofencing. For more information check out their webpage.

Documill Dynamo

Documill Dynamo
FeaturesLightning ready, professional and up, no limits, person accounts, multi-currency
Rating
5
Free versionNo

In one click, users can create documents with Docmill Dynamo, a Salesforce-integrated document generation app.

This integrated online editor provides document templates that can be customized with images, conditional content, nested tables, multi-level lists, and more. Moreover, it can be used to create account plans, CVs, and emails. It is also possible to pull data from Salesforce and include it in different documents.

This tool is truly one of a kind as it is not only fast and intuitive, but requires no coding skills too.

Booking Ninjas

Booking Ninjas
FeaturesLightning ready, enterprise and up, native app, Salesforce1 mobile, no limits
Rating
5
Free versionNo

Next on the list is a cloud-based property management system provider – Booking Ninjas.

It is a perfect tool for rental managers, small homeowners, mid-size property managers, and even enterprises, as it offers custom solutions to ensure efficiency while handling day-to-day tasks.

Booking Ninjas provides you with:

  • Ability to access your data 24/7
  • An easy-to-learn and use system
  • Customization and personalization options for any need

For those who seek to manage their properties in one interface, Booking Ninjas is a perfect choice.

Arka Inventory Management

Arka Inventory Management
FeaturesLightning ready, professional and up, no limits, multi-currency
Rating
5
Free versionNo

A cloud-based inventory management application, Arka Inventory is designed to digitize and automate business operations.

Arka offers an easy-to-use ERP system that can be implemented quickly instead of traditional ERP systems that are complex and time-consuming to install. In addition to automating all accounting tasks, QuickBooks online entries can also be posted automatically.

This app is a great addition for any business as you can gain a better understanding of your company since it generates insightful reports and provides detailed dashboards.

Squirro for Salesforce

Squirro for Salesforce
FeaturesLightning ready, professional and up, no limits
Rating
5
Free versionNo

Squirro connects all internal and external data to your Salesforce application. Your team can see valuable insights and recommendations by syncing more information. Squirro automates data mining so you can find the best ways to engage customers, monitor competitors, and keep tabs on the general market.

Armacell is one of the clients that has successfully implemented Squirro. Armacell uses Salesforce as a customer relationship management solution. However, integrating Squirro has taken Armacell’s actionable insights to the next level.

You can contact the company on its website or check out the customer resources for pricing and more information.

BearingPoint Limits Monitor

BearingPoint Limits Monitor
FeaturesLightning ready, enterprise and up, no limits
Rating
4
Free versionYes

An organization’s limits are in so many places, including reports and logs. Synching and going through all these places can be so time-consuming. Imagine if there was an all-in-one dashboard or app to pull all that info together. Well, with BearingPoint there is!

BearingPoint’s platform brings all the information about an org’s limits in one easy-to-use and manageable dashboard. Identify bottlenecks so you can avoid them and receive custom alerts. The BearingPoint Limits Monitor helps to review all limits in a single-screen dashboard and avoid bottlenecks. Furthermore, customized alert messages can be sent out to notify admins.

Make your admin life easier the BearingPoint Limits Monitor. Do not miss any future bottleneck, before you hit org limits and business gets interrupted.

Jebbit

Jebbit
FeaturesCreate and deploy branded quizzes and digital experiences
Rating
5
Free versionYes

Jebbit is a no-code platform that allows companies to build interactive and personalized consumer experiences. This app also helps businesses collect customer data right from the source. You can easily create branded quizzes and interactive content that engages your customers and provides real-time insights.

Jebbit is so dynamic that businesses can deploy interactive content via email, social media, websites, and QR codes. The data you collect syncs with your CRM database to create and modify buyer personas and consumer profiles.

You can sign up and get started for free on Jebbit’s website. Or, explore the company’s wealth of resources about its services and Salesforce integrations.

ACCELQ

Accelq
FeaturesTest automation
Rating
5
Free versionYes

ACCELQ is a collaborative and cloud-based platform providing an effective way to automate, execute, track, and manage Salesforce testing. Plus, you can do all of this without a coding background or expertise.

The ACCELQ automation platform is an AI-driven code-free solution that’s compatible with mobile, web, and API environments. With it, you can boost automation development by up to three times and reduce maintenance costs by as much as 70%.

ACCELQ easily integrates with Salesforce to accelerate and improve the quality of a company’s Salesforce releases, so don't hesitate to sign up for a free trial and check out their extensive product resources on their website.

Ditch

ditch
FeaturesProject management
Rating
3
Free versionYes

Ditch is an app that’s designed for digital transformations and agile project management. With Ditch, your company can ensure you’re discovering what your users’ needs are and making the right decisions at the right time.

What makes Ditch stand out is that it uses the 5D Agile methodology when it comes to project management, so you capture the correct tasks when you need to. This approach facilitates conversations between stakeholders that would otherwise get overlooked or left behind.

Additionally, Ditch has plenty of online resources for decision-makers to use, including a free demo.

Apizee

apizee
FeaturesTicket system, HD multiparty video calls, video recording
Rating
3
Free versionYes

Diag Help Desk by Apizee helps streamline digital customer service and interaction, thus improving customer satisfaction and reducing costs for the company. The software also facilitates remote collaboration between team members and customers.

With Apizee Diag, technicians can save time and use features like messaging, audio/video calling, inspection management, and customer interaction management to assist customers remotely.

Besides Diag Help Desk, Apizee offers a variety of other solutions, so fill out their online contact form, and a member of the team will arrange a free demo for you.

Xactly Incent

Xactly Incent
FeaturesIncentive compensation management and automation
Rating
4.5
Free versionNo

Xactly Incent is an app used by many large sales organizations worldwide that powers them to hit their revenue goals and helps manage even the most complex incentive compensation programs.

What makes Xactly Incent stand out in the market is that it offers access to over 17 years of proprietary pay and performance data to help companies build the most impactful compensation plans for their teams. Plus, it seamlessly integrates into CRM, ERP, HCM and many other business systems that may already exist within your company.

Competitive compensation plans can significantly boost a team's motivation and productivity, so make sure to check out Xactly Incent to maximize your ROI.

GRAX

Grax
FeaturesData protection, backup, recovery, data pipelines, reuse, archive
Rating
5
Free versionYes (Free trial, Salesforce Test Drive)

Next up on the list is GRAX – a data protection solution that lets you take full ownership and control of your Salesforce data to support compliance needs by maintaining data’s Digital Chain of Custody.

What makes GRAX stand out is that it not only stores backups and archived data in the customer-owned cloud for easy access but also combines Salesforce data backup, recovery, and archiving with scalable data operations, making it a complete data lifecycle management solution from data capture to archival.

Having ownership and access to historical data can bring significant value to any company, so make sure to check out GRAX for Salesforce data protection and put your CRM data to use.

Inspire Planner

Inspireplanner1
FeaturesProject management
Rating
5
Free versionYes (30-day free trial)

Inspire Planner offers features like time tracking, resource management, external portal for sharing projects with your customers and subcontractors, powerful automation, portfolios, reporting through Salesforce Reports and Dashboards, and much more.

What makes Inspire Planner unique is that integrates with standard Salesforce Tasks, allowing users to manage both their personal and project tasks in one place through a familiar interface.

Inspire Planner is successfully used by organizations across the globe, from small businesses to Fortune 100 organizations. You can try Inspire Planner free with a 30-day trial or request a personal demo from their website.

ValueText

ValueText
FeaturesBulk messaging, automation, chatbots
Rating
5
Free versionYes (Free trial & a personal demo are available)

ValueText is one of the leading Salesforce messaging apps when it comes to SMS, WhatsApp, or chatbot integration. With ValueText, you can easily send and receive your one-to-one messages from any records in Salesforce such as contacts, leads, opportunities, and even your custom objects.

The app supports powerful chatbots, bulk messages, dynamic templates, advanced automation to instantly confirm scheduled appointments, send reminders, special offers, and more.

Overall, ValueText is easy to use, it can be installed in minutes, and you can even save some money with the code “ValueText5” when signing a contract.

Sculptor CPQ

Sculptor CPQ
FeaturesInteractive quoting, self-service quote configuration, product grouping, automatic configuration
Rating
5
Free versionYes (Free basic version)

Next up is Sculptor CPQ – an app that allows you to make the best offers for your clients by providing smart filtering, dynamic pricing rules and discounts, product grouping & pricebook switching.

What is great about this CPQ solution is that it can be implemented in just 1 day and it is very intuitive to use with a drag-and-drop interface. It fully automates pricing calculation and provides accurate quotes for even when cases are complex and involve subscriptions or add-on purchases.

All in all, Sculptor CPQ is a solution that not only removes the headache of calculating prices but also helps your salespeople save hours in generating accurate quotes and close deals faster. So, don’t hesitate to check out Sculptor CPQ and use the code “CPQ10” to get a 10% discount on your contract.

Best Salesforce apps: final recommendations

Below is a short guide that highlights the features of Salesforce apps mentioned in this article:

  1. Conversica – conversational AI solution.
  2. Document Extractor – document management.
  3. CT Mobile – award-winning mobile sales tool.
  4. Salesbolt – a lead generation solution that helps businesses streamline processes.
  5. iSEEit – native salesforce opportunity management tool.
  6. Calendar Anything – Salesforce's appexchange's #1 calendar app.
  7. Otonomo – neutral automotive data services platform.
  8. Documill Dynamo – helps Salesforce-powered enterprises digitalize their core sales processes.
  9. Booking Ninjas – property management system.
  10. Arka – a cloud-based inventory management application.
  11. Squirro for Salesforce - AI-driven deal generation & customer engagement.
  12. BearingPoint Limits Monitor - a dashboard that visualizes and monitors your org's limits.
  13. Jebbit – allows you to build interactive quizzes and digital experiences.
  14. ACCELQ – AI-powered no-code test automation platform.
  15. Ditch – enhances project management using 5D agile methodology.
  16. Apizee Diag – facilitates customer service by providing visual assistance.
  17. Xactly Incent – compensation management tool for enterprises.
  18. GRAX - data protection solution for Salesforce.
  19. Inspire Planner - easy-to-use Salesforce project management tool.
  20. ValueText - first multi-channel messaging app designed for Salesforce.
  21. Sculptor CPQ - easy-to-use tool for creating smart quotes to drive your sales processes.

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