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Peeklogic Report Sender PRO

Schedule and Send Salesforce Reports as Attachments to External Emails

$99   USD/user/year
Try It
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Healthcare & Life Sciences
Business Need
Analytics
Dashboards & Reports
Data Visualization
Requires
Sales Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Health Cloud

Highlights

Schedule Send Reports, Dashboards or List Email

Schedule Salesforce Report in PDF, EXL, XLSX, CSV, HTML Formats

Schedule Reports and Emails Daily, Weekly, and Monthly

Schedule Emails to Salesforce Leads, Contacts or External Email Addresses

Create Report Schedule through Approval Process

Provider Details

Peeklogic
Austin, TX
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
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Founded
2015

Peeklogic is a Salesforce consulting and product development company helping businesses maximize the value of their CRM through custom Salesforce solutions, integrations, and automation. Since 2015, we've delivered successful projects for organizations across financial services, healthcare, real estate, manufacturing, and technology. We specialize in Financial Services CRM solutions and Salesforce Consulting for financial services, helping companies streamline operations, improve client experiences, and accelerate growth. Our product portfolio includes the Salesforce Jira Connector, Salesforce Azure DevOps Connector, Salesforce NetSuite Connector, and Salesforce ServiceNow Connector, enabling seamless integration between Salesforce and critical business systems. Clients choose Peeklogic for our deep Salesforce expertise, customer-focused approach, and commitment to delivering measurable results. As a Salesforce CREST Partner, we have earned strong recognition on AppExchange, Clutch, and G2, building a reputation for quality, innovation, and long-term customer success.

Pricing Details

Default Plan

$99 USD/user/year

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