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 5/19/2023 -
iContact for Salesforce | Email Marketing, Mass Email, Landing Pages
iContact for Salesforce | Email Marketing, Mass Email, Landing Pages App by iContact
FeaturesStarting at $99 USD per company per month
Discounted for NonprofitsRatingCATEGORIES Marketing , Mass Emails Easy to use email marketing platform – fully integrated with Salesforce##Improve conversion and retention of your leads and contacts with iContact for Salesforce. Create, send and track highly targeted emails – without having to leave Salesforce.Latest Release 1/23/2023 -
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
Starting at $187 USD per company per month
Starting at $187 USD per company per month
Starting at $350 USD per company per month
Starting at $350 USD per company per month
Starting at $350 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 -
Outlook Integration for Emails and Calendars - Revenue Grid
Outlook Integration for Emails and Calendars - Revenue Grid App by Revenue Grid Free
FeaturesStarting at $10 USD per user per month
$25 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 -
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
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 -
Certinia Professional Services Cloud
Certinia Professional Services Cloud App by Certinia
FeaturesStarting at $35 USD per user per monthRatingCATEGORIES Project Management 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 5/4/2023 -
Mission Control: Project Management for Salesforce (PSA)
Mission Control: Project Management for Salesforce (PSA) App by Aprika Business Solutions
Features$39 USD per user every 0 months
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 6/7/2023 -
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 3/23/2023 -
Klient: Project Management Software & PSA Platform for Salesforce
Klient: Project Management Software & PSA Platform 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 4/5/2023
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 3/23/2023
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Mission Control: Project Management for Salesforce (PSA)
Features$39 USD per user every 0 months
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 6/7/2023 -
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 -
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 -
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 5/30/2023 -
Outlook Integration for Emails and Calendars - Revenue Grid
FeaturesStarting at $10 USD per user per month
$25 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 -
Mogli SMS: Text Messaging | WhatsApp
FeaturesStarting at $187 USD per company per month
Starting at $187 USD per company per month
Starting at $187 USD per company per month
Starting at $350 USD per company per month
Starting at $350 USD per company per month
Starting at $350 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 5/25/2023 -
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 5/19/2023 -
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 -
Spanning Backup for Salesforce
Spanning Backup for Salesforce App by Kaseya
Features$48 USD per user per year
Discounted for NonprofitsRatingCATEGORIES IT Management Protect critical Salesforce data and metadata with automated, daily backup and fast restore of lost, deleted or overwritten data and metadata including objects, attachments, reports, customizations, Chatter. ####Click Get it Now for a free 14-day trial.Latest Release 3/13/2023 -
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 4/7/2023 -
AC Ideas Ultimate: The Solution for Managing Community Ideas and Feedback
AC Ideas Ultimate: The Solution for Managing Community Ideas and Feedback 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 gather insights, feedback and suggestions on products and services, prioritize them, and put the ideas with the most impact into development.Latest Release 4/3/2023 -
Certinia Professional Services Cloud
FeaturesStarting at $35 USD per user per monthRatingCATEGORIES Project Management 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 5/4/2023
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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 Visual Organization Chart & Relationship Map software (100% SF Native)##Get visual relationship intelligence - org chart, account mapping, relationship mapping, opportunity mapping, hierarchy mapping.####To know more, click 👉 "Watch Demo": 1-min demo videoLatest Release 2/2/2023 -
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 3/24/2023 -
Tango for Salesforce: Send digital gift cards directly to your recipients’ inbox
Tango for Salesforce: Send digital gift cards directly to your recipients’ inbox App by Tango Free Features
RatingCATEGORIES Sales Our mission is simple: We make e-gift cards easy to send and awesome to receive. Download the app, sign up for a Tango portal account, and enjoy sending e-gift cards and payments in real time.####Questions? Email sales@tangocard.com.Latest Release 5/30/2023 -
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 -
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 -
S&P Global Market Intelligence
S&P Global Market Intelligence App by S&P Global Market Intelligence
FeaturesStarting at $5,000 USD per company per yearRatingCATEGORIES Sales Intelligence S&P Global Market Intelligence for Salesforce, our Lightning-ready application, allows you to quickly and easily identify opportunities, facilitate outreach, and understand your customers better -- directly in your instance of Salesforce.Latest Release 12/14/2022 -
Arlo Training Management Software for Salesforce
Arlo Training Management Software for Salesforce App by Arlo Training & Event Software Free
FeaturesStarting at $94 USD per user per month
Starting at $166 USD per user per month
Starting at $223 USD per user per monthRatingCATEGORIES Event Management Arlo is training management software for training providers who want to save time and crush sales targets. It is a complete training management solution to promote, sell and deliver instructor-led, online and blended learning.Latest Release 4/30/2023 -
Proposify for Salesforce – Streamline Your Document Generation Workflows
Proposify for Salesforce – Streamline Your Document Generation Workflows App by Proposify
FeaturesStarting at $59 USD per user per monthRatingCATEGORIES Document Generation Automate your team’s document generation workflow by empowering reps to create, edit, send, & e-sign sales docs from within their opportunity. Proposify helps modern sales teams create professional, interactive, proposals & save hours of time each week.Latest Release 4/4/2023 -
Account Planner - Key Account Planning Software for Salesforce(Enterprise)
Account Planner - Key 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 & Account Reviews inside Salesforce##👉Account plans & governance in your CRM##👉Adapts to your Account Planning process##👉Relationship Map##👉Opportunity Management####To know more, click:##👉"Watch Demo": 1-min demo videoLatest Release 4/10/2023 -
Klient: Project Management Software & PSA Platform 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 4/5/2023 -
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 3/30/2023 -
Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling
Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling App by Resource Optimizer
Features$40 AUD per user per month
$25 AUD per user per month
$10 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 3/21/2023 -
Engageware Scheduler for Salesforce - Online Appointment Scheduling
Engageware Scheduler for Salesforce - Online Appointment Scheduling App by Engageware
FeaturesStarting at $10,500 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Sales For nearly two decades, Engageware has been helping the world's best-known and most successful businesses grow through intelligent appointment scheduling solutions. ####Click the Watch Demo link to learn more!Latest Release 6/7/2023 -
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