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Apsona Suite of Salesforce Data Management Tools: Reporting, Doc Merge & More
Admins & Users save hours on reporting, doc merge & data cleanup. No code.
- Industries
- EducationHealthcare & Life SciencesNonprofit
- Business Need
- Document GenerationDashboards & ReportsData Cleansing
- Requires
- None
Save a quarter of your Salesforce day, guaranteed. Apsona empowers Admins and teams to simplify workflows with cross-object reporting, doc & email merge, deduplication, and inline editing. All native to Salesforce. Just clicks, no code.
Highlights
MULTI-OBJECT REPORTING Run powerful cross-object reports directly in Salesforce, no code or exports required. Filter across related objects, schedule delivery, and enable real-time data access to make faster, smarter decisions.
DOCUMENT & EMAIL MERGE Generate Word, PDF & email templates using Salesforce data, at scale or on-demand. Automate doc creation & delivery to boost engagement & save time. “It’s my favorite mail merge tool for its reliability, flexibility & price." – Adam
DEDUPLICATION & GRID EDITING Identify and merge duplicate records, perform mass updates, and embed editable grids on Salesforce record pages. Keep your data clean and workflows efficient without switching tabs or using external tools.
Provider Details
Apsona
San Jose, CA 95135
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
— 3 License min — Billed annually — Viewer Licenses available: Access reports, dashboards, grids, and run pre-built merges. — 20% nonprofit discount — Volume licensing available For more information: https://www.apsona.com/pricing
Apsona Essentials (3-9 licenses)
$125 USD/user/month
Free trial available for 30 days
Lowest Starting Price
Apsona Advanced (10-49 licenses)
$150 USD/user/month
Free trial available for 30 days
Apsona Premium (50+ licenses)
$190 USD/user/month
Free trial available for 30 days