Professional Services
Teamwork wins on this path.
Find professional services solutions to collaborate more effectively as well as streamline all aspects of your business.
Sponsored Apps for Professional Services
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D&B Connect – Accelerate sales with a more accurate view of Accounts and Leads
D&B Connect – Accelerate sales with a more accurate view of Accounts and Leads App by Dun & Bradstreet
FeaturesStarting at $5,000 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Sales , Sales Intelligence with quality, trusted data from the Dun & Bradstreet Data Cloud.Latest Release 3/17/2023 -
360 Verify the Email – Validate Email and Phone Numbers on Salesforce
360 Verify the Email – Validate Email and Phone Numbers on Salesforce App by 360 Degree Cloud Technologies Pvt. Ltd. Free Features
RatingCATEGORIES Data Cleansing If your campaigns don’t reach your customers, then it’s all for nothing. ####Validate Email and Phone data directly in Salesforce to increase your Email and SMS delivery. Reach more subscribers and increase your ROI.Latest Release 3/16/2018 -
Account Planner - Strategic Account Planning Software for Salesforce(Enterprise)
Account Planner - Strategic Account Planning Software for Salesforce(Enterprise) App by DemandFarm, Inc.
FeaturesStarting at $70 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Sales Create Live Dynamic Account Plans & Reviews inside Salesforce##👉Account plans & governance in your CRM##👉Adapts to your Key Account Planning process##👉Relationship Map##👉Opportunity Management####To know more, click:##👉"Watch Demo": 1-min demo videoLatest Release 12/16/2021 -
Kantata SX (formerly Kimble PSA)
Kantata SX (formerly Kimble PSA) App by Kantata
Features$35 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Kantata SX (formerly Kimble) brings comprehensive resource management & project management capabilities to the Salesforce platform, giving you a unified solution that makes service delivery more predictable and more profitable.Latest Release 10/26/2021 -
Professional Services Automation
Professional Services Automation App by Salesforce Labs Free Features
RatingCATEGORIES Project Management , Salesforce Labs Manage for your projects, resources, time & expenses for your professional services team. Increase project visibility. Gain insight into resource utilization and your skills/experience inventory. Facilitate collection of time & expensesLatest Release 3/15/2009
Getting Started with Professional Services Solutions
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Kantata SX (formerly Kimble PSA)
Features$35 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Kantata SX (formerly Kimble) brings comprehensive resource management & project management capabilities to the Salesforce platform, giving you a unified solution that makes service delivery more predictable and more profitable.Latest Release 10/26/2021 -
FinancialForce Professional Services Automation (PSA)
FinancialForce Professional Services Automation (PSA) App by FinancialForce
FeaturesStarting at $35 USD per user per monthRatingCATEGORIES Project Management LATEST SUMMER RELEASE 22. Manage your professional services team, customers, projects & financials all in one integrated app built native to Salesforce. Project management that allows you to grow revenue, improve margins & deliver on customer promises.Latest Release 9/2/2021 -
Mission Control: Project Management for Salesforce (PSA)
Mission Control: Project Management for Salesforce (PSA) App by Aprika Business Solutions
Features$39 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Mission Control is the Salesforce project management app that helps you keep your finger on the pulse.####Manage your projects using this native Salesforce project management software.####It's a complete professional services automation (PSA) solutionLatest Release 3/4/2023 -
Milestones PM+ Free Edition - Customizable Project Management
Milestones PM+ Free Edition - Customizable Project Management App by Passage Technology Free Features
RatingCATEGORIES Project Management Complete Project Management: portfolios, programs, tasks, risks/issues, expenses, reusable templates. Resource assignments, skills, allocation. Time tracking, entry approval. Cost, Hour budget planning. To-do list, Task Timer, Red Flags, Project Health.Latest Release 10/24/2022 -
Klient: Project Management Software & PSA Software for Salesforce
Klient: Project Management Software & PSA Software for Salesforce App by Klient Inc.
Features$49 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Increase your Team’s billables with better capacity planning with Klient PSA.##Our powerful project management tool enables you to manage all aspects of your project. ##Reduce substantially your project billing cycle with our project management software.Latest Release 1/9/2023
Most Popular
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Milestones PM+ Free Edition - Customizable Project Management
RatingCATEGORIES Project Management Complete Project Management: portfolios, programs, tasks, risks/issues, expenses, reusable templates. Resource assignments, skills, allocation. Time tracking, entry approval. Cost, Hour budget planning. To-do list, Task Timer, Red Flags, Project Health.Latest Release 10/24/2022
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Dialpad for Salesforce: Call, message, meet, and support—on one Ai-powered app
Dialpad for Salesforce: Call, message, meet, and support—on one Ai-powered app App by Dialpad
FeaturesStarting at $25 USD per user per monthRatingCATEGORIES Telephony Dialpad for Salesforce brings Ai-powered workflows, powerful native calling, and real-time customer intelligence to Salesforce so your team can focus on driving more sales and improving customer satisfaction.Latest Release 1/15/2023 -
Mission Control: Project Management for Salesforce (PSA)
Features$39 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Mission Control is the Salesforce project management app that helps you keep your finger on the pulse.####Manage your projects using this native Salesforce project management software.####It's a complete professional services automation (PSA) solutionLatest Release 3/4/2023 -
ActiveCampaign: Customer Experience Marketing Automation for Salesforce
ActiveCampaign: Customer Experience Marketing Automation for Salesforce App by ActiveCampaign
FeaturesStarting at $149 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Marketing Automation ActiveCampaign for Salesforce combines the power of marketing automation with sales data from Salesforce. Create personalized customer experiences with campaign management, email marketing, and marketing automations that turn leads into repeat customers.Latest Release 2/6/2023 -
Mogli SMS: Text Messaging | WhatsApp
Mogli SMS: Text Messaging | WhatsApp App by Mogli: SMS, MMS & WhatsApp for Salesforce
FeaturesStarting at $187 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Telephony , Productivity Mogli SMS is the most robust and user-friendly native text messaging solution on the AppExchange. It offers an unlimited user license, a US-based 5-star client success team, and a beautiful, intuitive user interface. Mogli - Do More of What Matters.Latest Release 10/21/2022 -
Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce
Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce App by Synaptic Advisory Partners
FeaturesStarting at $40 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Field Service 100% native to Salesforce, Youreka enables excellence in field service through mobile forms, guided assessments, inspections, and advanced mobile technology - online or offline, across key industries like manufacturing, utilities, energy and healthcare.Latest Release 3/1/2023 -
D&B Connect – Accelerate sales with a more accurate view of Accounts and Leads
FeaturesStarting at $5,000 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Sales , Sales Intelligence with quality, trusted data from the Dun & Bradstreet Data Cloud.Latest Release 3/17/2023 -
Dropbox Sign (fka HelloSign) | Seamless Electronic Signatures
Dropbox Sign (fka HelloSign) | Seamless Electronic Signatures App by Dropbox Sign (formerly known as HelloSign)
FeaturesStarting at $5 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management Dropbox Sign for Salesforce helps you create, send, track, eSign, and save contracts and agreements: all without leaving Salesforce. Requires purchase of a Dropbox Sign Standard or Premium plan starting at $25/user/month with a 5 user minimum.Latest Release 1/5/2023 -
Outlook Integration for Emails and Calendars - Revenue Grid
Outlook Integration for Emails and Calendars - Revenue Grid App by Revenue Grid
FeaturesStarting at $10 USD per user per month
Discounted for NonprofitsRatingCATEGORIES IT & Administration Capture Activities directly to Salesforce without compromises with the most robust integration. ##◙ Sync Emails, Calendars, Leads on your own terms. ##◙ 100% customizable##◙ Custom object supported ##◙ Flexible deployment options##◙ 14 day Free trial -
Org Chart - Relationship Mapping & Organization Chart Software for Salesforce
Org Chart - Relationship Mapping & Organization Chart Software for Salesforce App by DemandFarm, Inc.
FeaturesStarting at $20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Sales Relationship mapping & Org Chart software (100% SF Native)##Get visual relationship intelligence - organization chart, account mapping, relationship mapping, opportunity mapping, hierarchy mapping.####To know more, click 👉 "Watch Demo": 1-min demo videoLatest Release 2/2/2023 -
PandaDoc for Salesforce | Easy Document Generation & e-Signature
PandaDoc for Salesforce | Easy Document Generation & e-Signature App by PandaDoc
FeaturesStarting at $20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Document Generation Take the work out of document workflow with PandaDoc for Salesforce. PandaDoc provides an all-in-one document generation and e-signature automation solution that helps fast scaling teams to create, manage, analyze, and sign digital documents.Latest Release 7/13/2022 -
Accounting Seed: Accounting on Salesforce
Accounting Seed: Accounting on Salesforce App by Accounting Seed
FeaturesStarting at $833 USD per company per monthRatingCATEGORIES Finance Connect your CRM and accounting data with Accounting Seed, a top-rated, native Salesforce general ledger, project accounting & inventory management application. ####Is your software being retired? Contact us to learn more about our Switch Quick package.Latest Release 8/9/2021 -
360 Verify the Email – Validate Email and Phone Numbers on Salesforce
RatingCATEGORIES Data Cleansing If your campaigns don’t reach your customers, then it’s all for nothing. ####Validate Email and Phone data directly in Salesforce to increase your Email and SMS delivery. Reach more subscribers and increase your ROI.Latest Release 3/16/2018
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FinancialForce Professional Services Automation (PSA)
FeaturesStarting at $35 USD per user per monthRatingCATEGORIES Project Management LATEST SUMMER RELEASE 22. Manage your professional services team, customers, projects & financials all in one integrated app built native to Salesforce. Project management that allows you to grow revenue, improve margins & deliver on customer promises.Latest Release 9/2/2021
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Grow your Staffing, Recruitment and Consultancy Business with Byner
Grow your Staffing, Recruitment and Consultancy Business with Byner App by TP App B.V.
FeaturesStarting at €90 EUR per user per month
Discounted for NonprofitsRatingCATEGORIES Contract Management Are you looking for a trusted modular solution on Salesforce to manage and engage both talent, customers and suppliers from lead to cash, from candidate to alumni and beyond?####Meet Byner: co-created with leading staffing, recruiting & consulting firmsLatest Release 12/20/2022 -
SmartFox Prime - Business Forecast Management Software
SmartFox Prime - Business Forecast Management Software App by SmartFox Technologies
Features$29 USD per user per monthRatingCATEGORIES Forecasting & Territory Management The SmartFox Prime Application saves companies millions in miss forecasted revenue. SmartFox Prime A.I. is an easy-to-use Sales tool for Sales Reps in Salesforce that continues to learn bringing accountability and accuracy to a Sales team's pipeline.Latest Release 3/24/2020 -
M-Files for Salesforce - Delivering Content and Intelligent Automation
M-Files for Salesforce - Delivering Content and Intelligent Automation App by M-Files Corporation
FeaturesStarting at $55 USD per user per monthRatingCATEGORIES Document Management M-Files allows your team to use the familiar Salesforce interface to access and manage information related to your customers regardless of where it's stored: in network folders, SharePoint, Box, Google Drive, or any other connected repository.Latest Release 12/21/2022 -
Klient: Project Management Software & PSA Software for Salesforce
Features$49 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Increase your Team’s billables with better capacity planning with Klient PSA.##Our powerful project management tool enables you to manage all aspects of your project. ##Reduce substantially your project billing cycle with our project management software.Latest Release 1/9/2023 -
Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling
Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling App by Cloud Sloka
Features$25 AUD per user per month
Discounted for NonprofitsRatingCATEGORIES Human Resources , Productivity Resource Optimizer™ (RO) is a native Salesforce solution to address all your scheduling and resource management needs. Schedule work from Any Object, Allocate to the right-skill Resources, in any Time Zone; all within a single Salesforce application.Latest Release 9/25/2022 -
Professional Services Automation
RatingCATEGORIES Project Management , Salesforce Labs Manage for your projects, resources, time & expenses for your professional services team. Increase project visibility. Gain insight into resource utilization and your skills/experience inventory. Facilitate collection of time & expensesLatest Release 3/15/2009
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Typeform for Salesforce — Beautiful forms for lead capture and support tickets
Typeform for Salesforce — Beautiful forms for lead capture and support tickets App by Typeform
FeaturesStarting at $83 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Campaign Management , Marketing Automatically create leads, accounts, opportunities, contacts, or cases in Salesforce from typeform responses. Ideal for Sales and Customer Support teams — start the conversation in style with Typeform, then follow up fast with Salesforce.Latest Release 2/7/2023 -
Account Planner - Strategic Account Planning Software for Salesforce(Enterprise)
FeaturesStarting at $70 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Sales Create Live Dynamic Account Plans & Reviews inside Salesforce##👉Account plans & governance in your CRM##👉Adapts to your Key Account Planning process##👉Relationship Map##👉Opportunity Management####To know more, click:##👉"Watch Demo": 1-min demo videoLatest Release 12/16/2021 -
Kantata SX (formerly Kimble PSA)
Features$35 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management Kantata SX (formerly Kimble) brings comprehensive resource management & project management capabilities to the Salesforce platform, giving you a unified solution that makes service delivery more predictable and more profitable.Latest Release 10/26/2021 -
G2 CRM Connector
G2 CRM Connector App by G2
FeaturesStarting at $1,000 USD per company per yearRatingCATEGORIES Sales Intelligence The G2 Connector for Salesforce makes it easier than ever for teams to identify active buyers looking for software and services like yours on G2.Latest Release 1/24/2023 -
AC Ideas Ultimate: A Comprehensive Solution for Managing Ideas in Your Community
AC Ideas Ultimate: A Comprehensive Solution for Managing Ideas in Your Community App by Advanced Communities
FeaturesStarting at $700 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Collaboration AC Ideas Ultimate is a Salesforce-native Idea Management app with Lightning Experience that allows you to clearly gather insights on products and services, prioritize them, and put the ideas with the most impact into development.Latest Release 2/1/2022 -
Precursive PSA: Resource Management & Project Management App
Precursive PSA: Resource Management & Project Management App App by Precursive*
FeaturesStarting at $40 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Project Management PLAN. TRACK. FORECAST. Precursive PSA##Unlike others, Precursive is 100% native to Salesforce. From opp to delivery, data is in one place. Use for implementations, resource & project management, timesheet, budgeting, PSA, capacity & utilization tracking.Latest Release 10/17/2022 -
Prolifiq RELATIONSHIP MAP - Native Salesforce Org Chart and Hierarchy Map
Prolifiq RELATIONSHIP MAP - Native Salesforce Org Chart and Hierarchy Map App by Prolifiq
FeaturesStarting at $19 USD per user per monthRatingCATEGORIES Productivity Prolifiq's Relationship Map helps sales teams engage the right people and win more sales with detailed visibility into key accounts and opportunities. Teams can proactively identify gaps and maximize each deal.Latest Release 11/1/2022 -
FinancialForce Accounting & Financial Management
FinancialForce Accounting & Financial Management App by FinancialForce
FeaturesStarting at $900 USD per company per monthRatingCATEGORIES Accounting LATEST RELEASE SUMMER 2022. Streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. Cloud software that puts your core financial management functions all on Salesforce.