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 9/8/2023 -
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)
Kantata SX (formerly Kimble PSA) App by Kantata
FeaturesStarting at $45 USD per user every 0 months
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 9/21/2023 -
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 PSA : Deliver Successful Projects Every Time !
Klient PSA : Deliver Successful Projects Every Time ! App by Klient Inc.
Features$49 USD per user per month
$9,500 USD per company (one-time)
Discounted for NonprofitsRatingCATEGORIES Project Management Empower your team and boost revenue with Klient PSA's strategic capacity planning. Manage your projects effectively, reduce your billing cycle, and elevate your customer experience with our comprehensive project management platform.Latest Release 7/7/2023
Most Popular
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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 9/1/2023 -
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 -
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 9/21/2023 -
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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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 9/22/2023 -
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 7/10/2023 -
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 9/1/2023 -
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 -
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 9/8/2023 -
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 -
Klient PSA : Deliver Successful Projects Every Time !
Features$49 USD per user per month
$9,500 USD per company (one-time)
Discounted for NonprofitsRatingCATEGORIES Project Management Empower your team and boost revenue with Klient PSA's strategic capacity planning. Manage your projects effectively, reduce your billing cycle, and elevate your customer experience with our comprehensive project management platform.Latest Release 7/7/2023 -
Accounting Seed: Accounting on Salesforce
Accounting Seed: Accounting on Salesforce App by Accounting Seed
FeaturesStarting at $750 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 -
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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Spanning Backup for Salesforce
Spanning Backup for Salesforce App by Kaseya Paid
Discounted for Nonprofits FeaturesRatingCATEGORIES 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 9/20/2023 -
Kantata SX (formerly Kimble PSA)
FeaturesStarting at $45 USD per user every 0 months
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 -
Org Chart - Best Relationship Map & Organization Chart App for Salesforce
Org Chart - Best Relationship Map & Organization Chart App for Salesforce App by DemandFarm, Inc.
FeaturesStarting at $20 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Sales Visual Relationship Mapping & Org Chart App for Salesforce(100% SF Native)##Get complete relationship intelligence - relationship mapping, account mapping, activity analytics, and opportunity mapping.####To know more, click 👉 "Watch Demo": 1-min demo videoLatest Release 8/21/2023 -
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 -
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 -
Time&Expense Project
Time&Expense Project App by Accorto, Inc.
FeaturesStarting at $8.33 USD per user per month
Discounted for NonprofitsRatingCATEGORIES Time & Expense Native Time & Expense solution supporting Multi-Currency Expense and PerDiem management and Billing, Project planning (SoW) tracking and billing, Customer Approvals, Vacation tracking, Payroll reporting, etc. - capture on the fly via Mobile.Latest Release 8/30/2023 -
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 -
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 -
Cloud Coach Enterprise - PSA & Project Management for Salesforce
Cloud Coach Enterprise - PSA & Project Management for Salesforce App by Cloud Coach
FeaturesStarting at $59 USD per user per monthRatingCATEGORIES Project Management The only Salesforce Project Management App that lets you choose the UI's your team uses, driving adoption & powering your ROI####Manage your projects using this native Salesforce project management & PSA solution.Latest Release 6/28/2021 -
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 7/18/2023 -
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 3/24/2023 -
AdvoLogix Legal Suite
AdvoLogix Legal Suite App by Advologix.com LLC
FeaturesStarting at $100 USD per user every 0 months
Discounted for NonprofitsRatingCATEGORIES Project Management The AdvoLogix Legal Suite is an adaptive law practice & legal matter management software platform for law firms, legal departments and public service organizations. Simplify, streamline, and reduce costs today.Latest Release 3/31/2023 -
AI-Powered Account Insights on Small to Mid-Sized Businesses
AI-Powered Account Insights on Small to Mid-Sized Businesses App by BuzzBoard, Inc.
FeaturesStarting at $2,500 USD per company per year
Discounted for NonprofitsRatingCATEGORIES Sales Intelligence For solution providers that sell to small to mid-sized businesses (SMBs), BuzzBoard is the clear option with the largest, most accurate SMB database, complete with over 6,400+ digital signals and capabilities. Free 7-day trial on 250 accounts.Latest Release 8/31/2023 -
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 5/10/2023