Click and Flow - Salesforce Sales & Revenue Operations Experts - Click and Flow LLC - AppExchange
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Click and Flow - Salesforce Sales & Revenue Operations Experts

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
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  • Year this company was founded Founded 2025
"Automate the Work. Empower Your Team."

Click and Flow is a Salesforce consulting partner specializing in Sales Operations, Revenue Operations, and custom Salesforce development. We help high-growth organizations unlock the full power of Salesforce. No project is too big or too small!

Highlights

  • Why Work With Click and Flow####Proven Sales Ops Expertise from supporting multiple high-growth organizations.####Smart, Simple Salesforce Automation that removes manual work and boosts efficiency.####Support for Teams of Any Size — we love helping even the sma


Description

At Click and Flow, we bring deep experience in Sales Operations, Revenue Operations, and Salesforce automation to help organizations build the systems, processes, and insights they need to scale. After leading Sales Ops for multiple high-growth companies, we understand firsthand what fast-moving teams need — clean data, efficient workflows, accurate reporting, and automation that removes friction instead of adding it.####We’ve seen the challenges growing teams face: manual processes that slow reps down, inconsistent forecasting, disconnected tools, and Salesforce orgs that were never built with scale in mind. Our mission is to fix those problems at the root and build a Salesforce environment that empowers your team to sell more, operate smarter, and grow faster.####Whether you're a scrappy startup, a small business, or a scaling organization preparing for the next stage, we love helping teams of all sizes improve their operations. No company is too small to benefit from better automation — and we’re passionate about creating simple, powerful systems that make your day-to-day easier.

Languages

English

About Click and Flow LLC

Headquarters
Huntington Beach, CA

 
Click and Flow is a Salesforce app studio focused on building lightweight, admin-friendly tools that help teams work faster with fewer clicks. We specialize in native Salesforce flows and components that fit seamlessly into your org without adding complexity or technical debt.####Our flagship app, Opportunity QuickCreate, makes it easy for sales teams to create Opportunities, Products, and follow-up steps in just a few clicks — cutting down on repetitive entry and reducing errors. It’s designed for reps who want speed and admins who want maintainability.####Why choose us?####Native-first design: Built entirely with Salesforce tools, so your admins stay in control.####Simplicity with impact: Streamlined solutions that remove busywork and keep teams focused on customers.####Built for growth: Flexible enough to expand with your business needs.####Our goal is to help companies unlock Salesforce’s potential without overcomplicating it — making automation accessible through clicks, not code.####(We’re new, but growing fast — keep an eye out for future apps and recognition as we expand!)

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