Business Software for Salesforce

  • 1
    Nickel Reviews
    Top Pick
    We built Nickel because the systems businesses use to move money tend to profit in ways nobody can see. So we publish the economics behind every product we sell, something no other payment processor does, and it's why 25,000+ B2B companies and the accounting firms serving them now run money through us. On collections, branded links and hosted portals let clients settle invoices by card, ACH, or paper check with nothing to sign up for. On disbursements, an email address is all we need to send funds by ACH, card, wire, or physical check, routed through whatever approval rules your team defines. Costs stay low by design: ACH carries no fee and no volume ceiling, our Core tier bills nothing monthly, chargebacks cost you zero, and domestic cards run a flat 2.9% that can be shifted onto whoever is paying. Each transaction lands in QuickBooks matched line by line, and unused funds accrue 2% APY inside Nickel Balance. Setup runs about five minutes and needs no card.
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    Zoho Analytics Reviews
    Top Pick
    Zoho Analytics (formerly Zoho Reports) provides powerful, actionable insights for your business. It is a self-service analytics and business intelligence software. Businesses can connect to any source and import data, analyze data through visual reports, dashboards, and securely share and collaborate on reports or dashboards with Zoho Analytics. The platform also integrates with top business apps.
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    Samaaro Reviews
    Top Pick
    Samaaro is an AI-powered event marketing platform that helps marketing teams turn events into a measurable growth channel by planning, promoting, executing, and measuring their business impact. It enables marketing-led teams to manage the full event lifecycle from audience targeting and registration to on-ground engagement, lead capture, CRM synchronization, and post-event measurement with clear visibility into attendance quality, engagement depth, pipeline influence, and ROI.
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    PeopleLinx AI Reviews
    Top Pick
    PeopleLinx helps national B2B brands turn fragmented local outreach into a coordinated, high-performance marketing engine. Delivered as a fully managed service, our platform combines AI-driven tools, brand-safe content, and expert support to enable field reps to identify buyers, launch personalized campaigns, and measure impact—without the hassle of learning complex software. Key Capabilities: AI-Powered & Expert-Run: Campaigns are optimized using intelligent tools and delivered by experienced marketers. Built for Scale: Aligns corporate strategy with local execution across dozens or hundreds of territories. No Learning Curve: Fully managed service means reps get results without new tools or training. What Makes Us Different: Turnkey execution—no software to learn Built-in creative, brand compliance, and local personalization Proven to save time, expand reach, and boost ROI at the local level
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    ProHance Reviews
    Top Pick

    ProHance

    ProHance India Private Limited

    30 Ratings
    ProHance is a cutting edge, global operations management platform. ProHance is used by top Fortune companies in their global centers to unlock their human capital's true value. ProHance empowers organizations to increase efficiency and optimize employee utilization by providing deep insights into employee and team performance. With over 100 customizable reports, our modular SaaS-based approach allows enterprises to measure time and effort contribution. ProHance is trusted by our clients. They have seen productivity gains of 15% to 30% within three months of deploying the solution. With over 370,000+ users in 25 countries. ProHance is quickly becoming a key enabler for organizations in building a connected, visible, engaged, and optimized workforce.
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    Convoso Reviews
    Top Pick
    Convoso: The Ultimate Dialer for Sales Teams Who Mean Business Since 2006, Convoso has redefined what it means to excel in outbound sales. Powered by cutting-edge AI, our platform doesn’t just support growth—it drives domination. We’re here to help you stand out, boost profitability, connect with more leads, and crush engagement like never before. And don’t worry—our built-in compliance tools ensure you stay on the right side of TCPA and all the other regulations. Convoso is trusted by thousands of businesses across industries like insurance, financial services, solar, home services, BPOs, lead generation, and legal. We’re not just a dialer. We’re the tool that closers rely on to win.
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    SurveyMonkey Reviews
    Top Pick

    SurveyMonkey

    SurveyMonkey

    $25 per user per month
    30 Ratings
    A prominent player in the realm of survey solutions, responding to 20 million inquiries each day. Maintain a competitive advantage by genuinely grasping your customers' perspectives. Customer satisfaction surveys enable you to engage with individuals across various interaction points, revealing their desires, needs, and expectations. Discover the effectiveness of your strategies and areas needing improvement directly through employee feedback. Assess workforce satisfaction, perform comprehensive reviews, or distribute compliance assessments. Regardless of your role, be it in HR or as a team leader, employee surveys provide the insights you require. Gain access to global opinions at your convenience—market research surveys simplify the process of gathering feedback from both current and potential customers, evaluating concepts, and measuring brand recognition. Become part of the 98% of Fortune 500 companies that trust SurveyMonkey for data powered by the people. With the ability to analyze trends and preferences, you can make informed decisions that lead to greater success.
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    XCastLabs Reviews
    Top Pick
    Our proprietary technology has been providing telecom services since more than 20 years. We are experts in Hosted IP-PBX and SIP Trunks, Call Center Software, Wholesale, Data Services, etc. Our exceptional service, rates, and products meet the FCC standards for STIR/SHAKEN network compliance. The XCast Unified Communications is Scalable and International with unlimited, free, planet-wide, extension-to-extension, all with a web-based Administrator Control Panel (ACP) to help you manage all your features. Promotional plans: Hosted PBX Basic - $9.95/month Sip Trunking Basic - $4.95/month
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    Pepperi Reviews
    Top Pick
    The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.
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    Thirdlane Reviews
    Top Pick
    Thirdlane is built for service providers and MSPs who need a multi-tenant, white-label UCaaS platform with deep API control. It delivers voice, video, chat, and contact center features while giving providers the ability to integrate billing, CRM, and IT workflows with ease. Why providers choose Thirdlane: - True multi-tenant PBX architecture built for scaling to thousands of tenants. - White-label flexibility - deliver a branded experience to your customers. - Thirdlane Connect apps unify messaging, calling, and meetings across all devices. - Built-in Contact Center for sales and support teams. - CRM screen pops and Click-to-Call to boost productivity. - Extensive APIs for automation and third-party integrations. Business outcomes: - Launch branded UCaaS without the heavy R&D cost. - Increase recurring revenue with scalable multi-tenant architecture. - Offer enterprise-grade features at a competitive price point. Thirdlane empowers providers to own their UCaaS offerings end-to-end, increasing margins and ensuring long-term customer loyalty.
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    Avaza Reviews
    Top Pick

    Avaza

    Avaza Software

    $11.95/month
    28 Ratings
    Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.
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    Selzy Reviews
    Top Pick
    Selzy is a simple email marketing tool for startups. Lightning-fast 24/7 expert support, even on the Free plan. From list growth to segmentation, automation, A/B testing, and analytics, Selzy covers it all. - Launch email campaigns in less than 15 minutes with Selzy’s intuitive drag-and-drop editor. - Grow your audience with ease with embedded sign-up forms or pop-ups. - Automate your campaigns in a few clicks. - Make use of direct integrations with WooCommerce, Shopify, Salesforce, Hubspot, Wordpress, Facebook Lead Ads, and so much more. - Get access to the knowledge base 150+ tutorials.
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    SlickText Reviews
    Top Pick
    SlickText is the most popular text messaging platform. SlickText has made text messaging a competitive advantage for businesses since 2012. SlickText's award winning software is used by over 40,000 customers in North America, including ESPN and FedEx. SlickText has two headquarters: Jamestown, NY, and Nashville, TN. Visit slicktext.com to learn more about SlickText.
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    Vivantio Reviews
    Top Pick

    Vivantio

    Vivantio

    $59.00/month/user
    26 Ratings
    Vivantio has been recognized as one of the best customer service management software platforms on the market. We provide a SaaS service management product that serves multiple customer service areas including customer support ticketing, help desk, service desk, IT service management, asset management, and enterprise service management, all backed by proven industry frameworks, such as ITIL. Vivantio provides flexible licensing options to meet the business requirements of the world's fastest growing organizations.
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    StayFi Reviews
    Top Pick
    StayFi is the best WiFi, email and text marketing solution for short-term rental properties. Our cutting-edge technology for guest data capture seamlessly collects essential guest information such as names and emails through customized WiFi splash page that showcases your brand. StayFi also offers a suite of integrated marketing tools that include email and text messages. These tools have been proven to increase direct bookings, and generate additional revenue.
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    ProProfs Quiz Maker Reviews
    Top Pick
    ProProfs Quiz Maker can be used to create online quizzes. It is primarily an online quiz maker but it also doubles up to be an online test maker, exam tool, and online assessment tool. It is packed with features that will make your life easier and save you hours and tons of time. This tool can be used for creating lead quizzes to increase lead generation, pre-hiring assessment to enhance the hiring process, training assessments to post-training evaluations and students' weekly tests or online exams. It is simple to use and has a very easy user interface. This software has the following essential features: Templates, question and assessment libraries, automated grading, white label, customizable quiz certificates. Lead-capture forms. Personalized results. Integration with marketing automation tools. Password-protection.
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    Acquia DAM (Widen) Reviews
    Top Pick
    Flexible and easy to use, Acquia DAM (Widen) helps brands manage and distribute assets across teams, tools, and channels. Acquia DAM is available standalone or as part of Acquia Digital Experience Platform (DXP).
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    BigTime Reviews
    Top Pick

    BigTime

    BigTime Software

    $10.00/month/user
    24 Ratings
    BigTime is an online time and billing system that professionals use. BigTime allows firms to use time and expense tracking tools as well as WIP management, billing, invoicing, task management tools and many other features in one platform. BigTime, which is cloud-based and has an intuitive interface, bundles industry best practices and operational know-how into a user-friendly app that runs on any desktop or mobile device. BigTime integrates with top productivity apps like Zapier, Lacerte and Slack. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios.
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    Zoho Forms Reviews
    Top Pick
    Online forms simplify data collection. Our integrated apps make it easy to create forms, share them online and receive instant alerts. You can also manage your data efficiently with our integrated apps. Zoho Forms will take care of everything while you focus on your business. You can create beautiful forms without knowing how to code. The form builder software is feature-rich and includes 40+ field types, customizable themes and situation-specific templates. It also has a simple interface that allows you to create functional forms that meet all your needs. Engage with your website visitors by embedding forms on their web pages. You can share links via social media and to a targeted audience through email campaigns. Your forms can be shared with a wider audience, or kept private within an organization. Send conditional emails to alert you when a new record is submitted. Attach attachments to keep everyone in the loop. Chat platforms that allow teams to work together instantly provide instant updates.
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    vtenext Reviews
    Top Pick
    vtenext, the first and only All-In-One Customer Relationship Management (CRM) equipped with a BPMN engine and AI algorithms. Avoid departmental silos. They are a productivity killer. Holistic CRMs are a powerful tool that can improve the efficiency of every business area. BPMN Engine This is a natively-integrated tool that, through a graphical interface, allows to automate and digitize any type of business process. It avoids collaborators from doing tasks with low added-value and minimizes time loss and errors. Artificial Intelligence Integrated algorithms can make your organization more efficient and effective through: - automatic tickets, leads classificators Lead generation chatbot Chatbot for internal and external support OCR vtenext automates marketing, pre-sales, sales, customer service, and project management.
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    CMW Platform Reviews
    Top Pick
    This low-code Business Process Management Suite (BPMS) enables medium and large enterprises to design, automate, and continuously improve business processes — while staying aligned with corporate architecture, IT governance, and compliance standards. It empowers both business and IT teams to collaborate and rapidly deliver workflow-driven applications without heavy coding or long development cycles. The platform supports a wide range of automation scenarios, including CapEx approval, procurement management, customer order processing, approval workflows, and document tracking — replacing email-based and manual routines with structured, transparent, and auditable digital workflows. Built-in Enterprise Architecture (EA) capabilities allow organizations to model business capabilities, link them to operational processes and systems, and ensure traceability across business and IT layers. This helps enterprise architects align process changes with strategic goals, manage dependencies, and support long-term transformation initiatives. With visual tools for process design, data modeling, access control, and integration with core enterprise systems (ERP, CRM, DMS), the suite enables fast deployment, cross-department collaboration, and continuous optimization. Flexible deployment options (cloud or on-premises) ensure security and scalability in regulated environments. The BPMS is used across multiple industries — including manufacturing, financial services, healthcare, energy, and the public sector — by organizations seeking to reduce operational costs, improve agility, and modernize their process landscape without disrupting core systems.
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    ProjectManager Reviews
    Top Pick
    ProjectManager is project and portfolio management software featuring in-depth project data and the market's most comprehensive planning features. Thousands of users worldwide trust our platform for advanced scheduling, automated cost and time tracking, resource management and risk analysis. We enable flawless project execution while providing unbeatable insights at every stage.
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    Zapier Reviews
    Top Pick

    Zapier

    Zapier

    $19.99 per month
    22 Ratings
    Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.
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    Zoom Phone Reviews
    Top Pick

    Zoom Phone

    Zoom Communications

    $14.99 per user per month
    22 Ratings
    The cloud phone solution is natively designed for the Zoom platform. Modern user interface and enterprise-class features to simplify voice communications. Zoom administrator portal allows you to manage and provision users, as well as monitor call quality and usage. Globally distributed Zoom cloud platform provides secure HD Voice with enterprise-class reliability. You can easily make and receive calls, share content and participate in video meetings. You can also send chat messages using Zoom desktop or mobile apps. You can easily elevate phone calls to Zoom Meetings without having to ask participants to hang up or dial in to a separate conference bridge. Native apps for Windows, MacOS and Android are easy to use and maximize voice and video quality. There is an ever-growing number of countries that provide local phone numbers. Customers who want to simplify global telephony carrier management can port numbers to Zoom.
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    ConnectWise CPQ Reviews
    Top Pick
    ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.