Salesforce Apps

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Top Sales Salesforce Apps

Top 10 Sales Salesforce Apps

Introduction to Salesforce Sales Apps & Solutions

Great sales teams aren’t just driven by talent — they’re powered by the right tools. Salesforce has long been a favorite for managing relationships, but many companies still need extra features to speed up quoting, simplify communication, and get better visibility into their pipeline.

That’s where the Salesforce AppExchange comes in. It offers a wide range of apps built to extend Salesforce’s capabilities, especially for sales. These apps help teams manage leads more efficiently, connect with prospects through text or direct mail, automate tasks, and stay on top of deals with smarter dashboards. Some even handle industry-specific needs like real estate or beverage sales, while others simplify things like quoting, billing, and document generation.

Insight:

Businesses can personalize Salesforce to fit their unique needs, thanks to its flexible design, APIs, and modular structure. This means companies can add their own business logic, create custom user interfaces, and build tailored apps and solutions like customer service Salesforce apps.

For the Top Sales Salesforce Apps, we carefully select the top apps based on objective measures like review counts and average ratings, and subjective criteria. Our 2025 list highlights apps that are not only top-rated but also stand out for how useful they are in real sales workflows. Each one offers something unique — from automated SMS to sales-focused CRM overlays and advanced grid editing tools. We aim to include a good mix of well-known solutions and newer ones that deserve attention.

Salesforce is known for how customizable it is, and with the help of tools like Salesforce compensation software and other add-ons from the AppExchange, you can shape your CRM to fit how your team actually works. The result? Less busywork, better visibility, and more time for selling.

Our Top of Sales Salesforce Apps 2025

If you’re looking to improve how your sales team operates in Salesforce, these apps are worth checking out.

#1 Titan Forms – Salesforce Forms, Doc Gen & Web Apps

Titan Forms

Overview: 

Titan enhances Salesforce with dynamic forms, document generation, and web app functionalities, streamlining processes and improving productivity.

Key Features:

Salesforce Dynamic Forms:

  • Standard and Custom Objects: Supports creating forms with any standard or custom Salesforce objects.
  • Conditional Logic: Allows forms to adapt based on user inputs, providing a customized experience.
  • Payment Integrations: Integrates payment options directly within forms for seamless transactions.
  • Real-time Bi-directional Integration: Ensures real-time data synchronization between forms and Salesforce.
  • Flexible Layouts: Offers customizable form layouts to suit specific business needs.
  • Dynamic Content: Provides the ability to display dynamic content based on user interactions.
  • Process Automation: Automates repetitive business processes, reducing manual effort.

Salesforce Document Generation:

  • Point-and-Click Doc Generation: Simplifies document creation with a user-friendly, point-and-click interface.
  • Multiple Objects: Supports generating documents from multiple Salesforce objects, both standard and custom.
  • Conditional Logic: Incorporates conditional logic to tailor documents based on specific criteria.
  • Mass Generation: Allows for mass document generation, merging, and automation for efficiency.
  • Barcodes & QR Codes: Adds barcodes and QR codes to documents for enhanced functionality.
  • Storage Integrations: Integrates with various storage solutions for easy document management.
  • Electronic Signatures: Enables electronic and digital signatures within documents for secure transactions.

Experience Cloud Alternative:

  • Creates comprehensive portals for customers and partners.
  • Integrates with content management systems for dynamic pre-fill capabilities.
  • Provides mapping and scheduling functionalities within portals.
  • Implements two-factor authentication (2FA) and password protection for enhanced security.
  • Allows users to log in and generate documents directly from the portal.

Compliance and Security:

  • Adheres to GDPR, HIPAA, ISO27001, and 21 CFR Part 11 standards.
  • Fully accessible and compliant with section 508 requirements.

Benefits for Sales Teams:

  • Automated document generation and form creation, reducing manual efforts.
  • Real-time synchronization and accurate data management.
  • App Provides robust solutions that can scale with business needs.
  • Improved interactions through personalized forms and secure portals.

Pricing:  Contact Titan for details. Discounts are available for nonprofits.

Rating: 4.99 (315+ reviews) ⭐⭐⭐⭐⭐

Link: Titan Forms – Salesforce Forms, Doc Gen & Web Apps

#2 360 SMS App for Salesforce – Send SMS | WhatsApp from Salesforce | CTI

Overview:

360 SMS App enables seamless communication through SMS, WhatsApp, voicemail, and CTI directly within Salesforce. It supports multi-channel messaging, automated outreach, and advanced features for customer engagement and compliance.

Key Features:

Seamless Integration:

  • Multi-channel messaging: Send and receive SMS, MMS, WhatsApp, voicemail, and CTI calls within Salesforce.
  • One-click messaging: Simplify communication with one-click messages sent from Salesforce records.

Enhanced Communication:

  • Message templates: Use predefined templates to ensure consistent and professional communication.
  • Automation: Automate message sending based on triggers and workflows, ensuring timely communication without manual intervention.
  • Two-way messaging: Enable two-way conversations with customers, enhancing engagement and responsiveness.

Customization and Reporting:

  • Customizable workflows: Tailor messaging workflows to fit specific business needs and processes.
  • Comprehensive reporting: Track message delivery, responses, and engagement metrics to measure the effectiveness of your messaging campaigns.

Security and Compliance:

  • Compliance tools: Ensure messaging complies with regulations and standards, protecting your business and customer data.

Benefits for Sales Teams:

  • Improved customer engagement through real-time messaging
  • Increased responsiveness and personalization in communications
  • Streamlined workflows and automation for efficient communication

Pricing: From $7 USD/user/month. Free trial available for 30 days. Discounts are available for nonprofits.

Rating: 4.89 (1234+ reviews) ⭐⭐⭐⭐⭐

Link: 360 SMS App for Salesforce – Send SMS | WhatsApp from Salesforce| CTI

#3 Sinch SMS: Text, SMS, MMS for Sales and Marketing in Salesforce

Sinch SMS Text, SMS, MMS for Sales and Marketing in Salesforce

Overview:
Sinch SMS by Sinch lets sales teams send and receive SMS directly in Salesforce, automate messaging workflows, and personalize communication at scale with real-time two-way texting.

Key Features:

Two-Way Messaging:

  • Real-Time Conversations: Send and receive SMS within Salesforce using a chat-like interface.
  • Message Feed: Text leads and customers in real-time as if messaging from a mobile device.
  • SMS Inbox: Monitor incoming messages instantly and click through to respond from related records.

MMS and Visual Content:

  • Multimedia Messaging: Send images and videos to make messages more engaging.
  • RCS Support (Coming Soon): Prepare for rich communication features with upcoming RCS support.

Automation and Workflows:

  • Workflow Integration: Send SMS automatically through Salesforce Workflow Rules.
  • Keyword Triggers: Set up SMS keywords to trigger auto-replies or create/update records.
  • Scheduled Messaging: Automate reminders, offers, or follow-ups to save time.

Templates and Personalization:

  • SMS Templates: Build a library of templates with merge fields for personalized messages.
  • Dynamic Content: Personalize messages automatically based on Salesforce data.
  • Reusable Messaging: Use templates for both manual and automated sends.

Bulk Messaging and Campaigns:

  • Mass Sending: Send SMS and MMS to campaign members, list views, or report records.
  • Sender ID Selection: Customize the sender name or number based on region or use case.
  • Scalable Outreach: Reach hundreds or thousands with minimal manual effort.

Salesforce Integration and Compatibility:

  • Object Support: Works with any standard or custom object that includes a phone field.
  • Contact Visibility: View all message history on Lead and Contact records.
  • Platform Compatibility: Supports Cirrus Insight and Experience Cloud.

Setup and Support:

  • Fast Onboarding: Start sending SMS within 30 minutes of setup.
  • Global Support: Access 24/7 help via live chat, email, or phone.
  • Proven Experience: Backed by 20+ years in messaging and 65,000+ customers worldwide.

Benefits for Sales Teams:

  • Faster follow-ups, improved engagement, and less manual effort with automated, personalized SMS.
  • Makes conversations easier and more natural, straight from the CRM.

Pricing: Starting at $10 USD/user/month. 5 users minimum. Regional pricing may vary. A free trial version is available. Discounts are available for nonprofits.

Rating: 4.88 (33+ reviews) ⭐⭐⭐⭐⭐

Link: Sinch SMS: Text, SMS, MMS for Sales and Marketing in Salesforce

#4 Docs Made Easy – Document Generation & Invoices, PDF, Docx, HTML Creation APP

Docs Made Easy - Document Generation & Invoices, PDF, Docx, HTML Creation APP

Overview:

Docs Made Easy simplifies the process of document generation and management within Salesforce. This app allows users to create, customize, and manage various types of documents, including invoices, PDFs, Docx files, and HTML, directly from Salesforce records.

Key Features:

Document Generation:

  • Easy document creation: Generate documents such as invoices, proposals, contracts, and more with a few clicks.
  • Multiple formats: Create documents in various formats including PDF, Docx, and HTML, ensuring compatibility with different requirements.

Customization:

  • Template library: Use a library of predefined templates to streamline document creation and maintain consistency.
  • Customizable templates: Modify templates to fit specific business needs and branding guidelines.

Automation:

  • Automated document generation: Automatically generate documents based on predefined triggers and workflows, reducing manual effort.
  • Email integration: Send generated documents directly via email from within Salesforce, ensuring timely communication.

Management and Storage:

  • Centralized storage: Store and manage all generated documents within Salesforce for easy access and retrieval.
  • Version control: Keep track of document versions to ensure accuracy and compliance.

Security and Compliance:

  • Secure document handling: Ensure all documents are handled securely and comply with industry standards and regulations.

Benefits for Sales Teams:

  • Increased efficiency through automated document generation
  • Enhanced consistency and professionalism in document creation
  • Streamlined workflows with integrated email functionality

Pricing: Free

Rating: 4.71 (170+ reviews) ⭐⭐⭐⭐⭐

Link: Docs Made Easy – Document Generation & invoices, PDF, Docx, HTML Creation APP

#5 GreatVines Beverage Sales Execution Platform – CRM, Analytics, Surveys, and More

GreatVines Beverage Sales Execution Platform - CRM, Analytics, Surveys, and More

Overview:
GreatVines offers a specialized sales execution platform for the beverage alcohol industry, helping suppliers and distributors manage accounts, analyze data, and drive growth across the 3-tier system.

Key Features:

Industry-Specific CRM and Data Management:

  • Beverage-Focused CRM: Manage comprehensive Key Account data for suppliers, distributors, and agencies in the beverage alcohol industry.
  • Chain Account Management: Track placements, authorizations, and execution across national and regional accounts.
  • Entity and Workflow Customization: Customize visit sequences and workflows by channel, geography, or account type.

Sales Goal and Activity Tracking:

  • Goal Management: Create account-specific objectives or market-wide activity goals linked to actionable sales tasks.
  • Activity Reporting: Monitor the completion of strategic goals by account, brand, or rep.
  • ROI Correlation: Tie sales activity directly to volume outcomes to calculate true return on investment.

Retail Surveys and Compliance Monitoring:

  • Survey Tools: Capture key retail insights with customizable surveys and scoring.
  • Compliance Tracking: Record product placements and brand presence to ensure execution meets plan.
  • KPI Visibility: Collect field-level data to drive performance and accountability.

Analytics and Reporting:

  • GoodData Integration: Leverage advanced cloud-based BI tools included with every license.
  • Real-Time Dashboards: View combined data from shipments, depletions, sales orders, and execution activities.
  • Embedded Insights: Access account-specific dashboards to track performance and sales pipeline health.

Trade Promotion and Pricing Management:

  • Trade Promotion Tools: Plan, execute, and measure trade programs tied to sales goals.
  • Price Management: Build and manage pricing plans for different channels and markets.
  • Brand Activation: Align promotional activities with brand strategy and execution.

Mobile Functionality and Accessibility:

  • Mobile App Support: Access the platform on iOS, Android, and Windows devices, with full offline capability.
  • Geolocation Tools: Use account geolocation to plan visits and identify nearby opportunities.
  • Cross-Platform Sync: Stay connected and updated whether online or offline.

Benefits for Sales Teams:

  • Gives reps a clear view of account activity and goals in one place.
  • Helps boost sales execution with targeted objectives and on-the-go access.

Pricing: Starting at $90 USD/user/month. $200 USD/user/month for a full platform with analytics and integration.

Rating: 5.0 (36+ reviews) ⭐⭐⭐⭐⭐

Link: GreatVines Beverage Sales Execution Platform – CRM, Analytics, Surveys, and More

#6 Org Chart – Relationship Map & Organization Chart App for Salesforce (Native)

DemandFarm

Overview:

Org Chart by DemandFarm is a powerful, 100% Salesforce-native app that simplifies relationship mapping and organizational chart creation. Designed with a focus on people and relationships, this tool helps sales teams visualize and manage key stakeholders within their accounts, making it easier to engage with the right individuals and drive deals forward.

Key Features:

  • Drag & Drop Org Charts:
    Easily create and customize organizational charts with a simple drag-and-drop interface. This feature allows you to map out essential figures like champions, detractors, and the entire buying committee, helping you visualize the relationships that matter most.
  • Relationship Mapping & Analytics:
    Org Chart integrates seamlessly with Salesforce to provide contextual and actionable information by leveraging the Connected Apps ecosystem. It turns siloed data from other sales and marketing tools into meaningful insights, enabling better relationship planning. Monitor engagement with all stakeholders through advanced analytics, ensuring your account managers are always focusing on the right people.
  • Enhanced Task & Meeting Management:
    The app offers tools like the KAM Table—a Kanban Board designed specifically for Key Account Management—and an Activity Planner that functions like a robust project management tool. These features help declutter meeting planning and tracking, enabling you to manage tasks and engagements efficiently. Additionally, interactive in-app reviews and smart exports allow for real-time course corrections.

Security Compliance:
Org Chart adheres to strict security standards, ensuring your data is protected. The app is compliant with GDPR, ISO 27001, ISO 27701:2019, and SOC2 Type II standards, providing a secure and reliable environment for your relationship mapping and account management needs.

Benefits for Sales Teams:

  • Turn Detractors into Champions:
    Ensure your account managers spend 100% of their time engaging with the right people. This app helps transform detractors into supporters, driving progress in your deals.
  • Engage Decision-Makers Effectively:
    Create opportunity-specific org charts to identify and engage with key decision-makers, helping to move deals along more quickly.
  • Proactive Stakeholder Engagement:
    Reduce the risk of inactivity by continuously monitoring the health of your team’s engagements with key stakeholders across your accounts.

Pricing: Org Chart requires a paid subscription, with discounts available for nonprofits. DemandFarm offers annual pricing based on the number of licenses, accounts, and other customizable factors.

Rating: 5.0 (32+ reviews) ⭐⭐⭐⭐⭐

Link: Org Chart – Relationship Map & Organization Chart App for Salesforce (Native)

Grids – Enhance Inline Edit, List Views, Related Lists, Reports, Data Management

Overview:

Grids helps sales teams work faster in Salesforce by replacing clunky list views and spreadsheets with interactive, customizable data grids that support inline editing, bulk updates, and automation.

Key Features:

Grid Editing and Interaction:

  • Inline Create and Edit: Add or modify records directly in the grid without opening individual record pages.
  • Mass Edit and Delete: Make bulk changes or remove multiple records at once for faster data updates.
  • Grids within a Grid: Drill into related or unrelated data from within the same grid view.

Flow and Automation Integration:

  • Flow Invocation: Trigger Salesforce Flows from the grid at the header, row, or mass action level.
  • No-Code/Low-Code Builder: Customize grid behaviors and interactions without needing developer resources.
  • Usage Insights: Track app adoption and usage patterns to measure impact and ROI.

Custom Views and Filtering:

  • Grid Views: Save and reuse customized views for specific workflows or user roles.
  • Quick Filtering: Instantly filter data without needing to save a view.
  • Multi-Sort and Search: Easily sort by multiple columns and search across datasets in real time.

Advanced Formatting and Visualization:

  • Conditional Formatting: Highlight key data using rules and visual cues like colors or indicators.
  • Sparklines and Completion Bars: Add lightweight charts and visual progress indicators to any grid.
  • Summaries and Aggregates: View totals and metrics at the bottom of your grid.

Field Types and Flexibility:

  • Wide Field Support: Use long text, picklists, lookups, checkboxes, rich text, and more within the grid.
  • Click-to-Dial and Phone Fields: Call directly from phone fields inside the grid.
  • File Uploads and Images: Upload files or use image formulas right from the grid interface.

Salesforce Integration and Platform Support:

  • Native Lightning Web Component (LWC): Built entirely on Salesforce for speed and reliability.
  • Multi-Object and Cross-Object Grids: Display and interact with related data across different objects.
  • Experience Cloud Compatible: Extend grid functionality into customer or partner portals.

Benefits for Sales Teams:

  • Reduces time spent navigating Salesforce and boosts team productivity with fewer clicks.
  • Makes managing leads, accounts, and opportunities more intuitive and faster than traditional list views.

Pricing: $10 USD/user/month. Minimum purchase for 10 users. A free Basic version is available. Discounts are available for nonprofits.

Rating: 5.0 (44+ reviews) ⭐⭐⭐⭐⭐

Link: Grids – Enhance Inline Edit, List Views, Related Lists, Reports, Data Management

#8 MEDDIC Opportunity Management

ISeeIT

Overview:

MEDDIC Opportunity Management by iSEEit GmbH is the first official MEDDIC app available on Salesforce. This tool is like a GPS for sales teams, guiding them through the sales process to help close deals more effectively. It operationalizes the MEDDIC sales methodology (or any other) within Salesforce, providing a clear visualization of your sales process.

Key Features:

  • Sales Process Visualization & Opportunity Qualification:
    Visualize any sales process and methodology within Salesforce, with MEDDIC ready out-of-the-box. Configure qualification criteria based on your team’s best practices and collect structured data in real time.
  • Aggregate View & Insightful Reporting:
    Get a comprehensive view of all opportunities in your pipeline and quickly identify problematic ones. Color-coded indicators highlight gaps in the qualification process, enabling you to plan the next steps efficiently.
  • Account Org Chart & Mutual Close Plan:
    Identify key decision-makers within your accounts and understand who to engage for meaningful conversations. Map activities against your Close Plan and easily share it with your prospects and team.

Benefits for Sales Teams:

  • Improved visualization of the sales process and methodology
  • Enhanced ability to identify and address gaps in the sales pipeline
  • Better alignment with key decision-makers through detailed account mapping

Pricing: This app is available as a paid subscription, with discounts for nonprofits. The pricing is per user, billed annually, and only those using the Opportunity Manager need a license.

Rating: 4.9 (39+ reviews) ⭐⭐⭐⭐⭐

Link: MEDDIC Opportunity Management

#9 XLR8 CRM for Financial Advisors

XLR8 CRM for Financial Advisors

Overview:
XLR8 is a Salesforce-based CRM overlay built specifically for financial advisors, streamlining client relationship management, task tracking, and wealth data in one unified view.

Key Features:

Financial Services CRM Overlay:

  • Unified Account View: View all financial, contact, activity, and business data under a single account record.
  • Industry-Specific Design: Built specifically for financial advisors and wealth management professionals.
  • Entity Management: Distinguish between Households, Companies, and Trusts with flexible record types.

Wealth and Relationship Management:

  • Household Tracking: Manage client relationships, assets, liabilities, and estate planning in one place.
  • Insurance and Tax Data: Track income tax, insurance policies, gifting, and family office reporting.
  • Goal Management: Record and monitor client goals and financial objectives.

Process Automation and Task Management:

  • Built-In Process Engine: Define and execute repeatable firm processes for client onboarding, reviews, and follow-ups.
  • Task Templates: Assign tasks and track progress across standard workflows for consistency.
  • Email Notifications: Automate client communication tied to process milestones and task updates.

Customization and Accessibility:

  • Configurable Interface: Tailor the platform to fit firm-specific structures and operations.
  • Web-Based Access: Access CRM data securely from any device with an internet connection.
  • Easy Navigation: Simple UI designed for both advisors and support teams.

Professional Services and Integrations:

  • Data Migration: Import data from other systems like Redtail, ACT!, or Excel.
  • Third-Party Integrations: Connect with document storage (e.g., NetDocuments), portfolio systems (e.g., Orion), and planning tools (e.g., eMoney).
  • Expert Support: Certified Salesforce consultants are available for training, customization, and ongoing support.

Benefits for Sales Teams:

  • Gives financial sales teams a centralized and organized way to manage complex client relationships.
  • Saves time with ready-made processes and helps deliver consistent client experiences.

Pricing: $80 USD/user/month. $50 USD/user/month if using own Salesforce license.

Rating: 4.97 (37+ reviews) ⭐⭐⭐⭐⭐

Link: XLR8 CRM for Financial Advisors

#10 Squirro for Salesforce: AI-Driven Deal Generation & Customer Engagement

Squirro

Overview:

Squirro for Salesforce augments your CRM with AI-driven insights and recommendations, helping you generate new deals and enhance customer engagement. This app integrates all your internal and external data into Salesforce, processing textual content like call notes and emails to deliver actionable insights powered by generative AI.

Key Features:

  • Integration of Internal & External Data:
    Seamlessly connect all your internal and external data sources to Salesforce. Enrich customer data with news, market data, research, social media, and more, all with a simple plug-and-play setup.
  • Enhanced Customer Understanding:
    Monitor customer engagement through heat maps, sentiment analysis, and AI-driven buyer signals. Receive recommendations on which clients to focus on, providing a comprehensive overview of all your accounts.
  • Optimized Deal Sourcing:
    Get personalized deal recommendations with detailed lead scoring and the next best actions. Seamlessly integrate market data, news, and research from sources like Refinitiv, Morningstar, and Moody’s Analytics to improve your deal-sourcing strategy.

Benefits for Sales Teams:

  • Better insights into customer behavior and engagement
  • Enhanced deal generation with AI-driven recommendations
  • Streamlined integration of valuable external data sources

Pricing: Squirro for Salesforce requires a paid subscription, with discounts available for nonprofits. Pricing starts at $10 USD per user per month, with specific pricing for different Squirro apps:

  • Cognitive Search: $10 USD/user/month
  • Sales Insights: $80 USD/user/month
  • Service Insights: $80 USD/user/month

Rating: 5.0 (2+ reviews) ⭐⭐⭐⭐⭐

Link: Squirro for Salesforce: AI-Driven Deal Generation & Customer Engagement

#11 Prolifiq CRUSH – Native Account Planning and Revenue Optimization

Prolifiq CRUSH – Native Account Planning and Revenue Optimization

Overview:
Prolifiq CRUSH helps sales teams plan and grow strategic accounts directly inside Salesforce, with tools to map relationships, uncover revenue gaps, and track progress toward goals.

Key Features:

Relationship Mapping:

  • Stakeholder Visualization: Identify key decision-makers and influencers within an account.
  • Engagement Insights: Analyze engagement levels and highlight relationship gaps to improve strategy.
  • Influence Charts: Understand internal dynamics and power structures in complex accounts.

White Space and Cross-Sell Analysis:

  • Opportunity Identification: Pinpoint areas for cross-sell and upsell within existing accounts.
  • Account Prioritization: Focus on accounts with the highest potential for additional revenue.
  • Visual Gap Analysis: Highlight missed opportunities with clear visual tools.

Account Plan Health Score:

  • Dynamic Scoring: Measure account plan progress based on goals, tasks, and milestones.
  • Customer Alignment: Track alignment between internal plans and client objectives.
  • Performance Monitoring: Stay on top of plan health and execution consistency.

Content and Sales Cycle Integration:

  • Targeted Content Delivery: Link content to personas, sales stages, or specific use cases.
  • Digital Asset Management: Manage and share content within the context of each account plan.
  • Timing and Relevance: Ensure reps send the right materials at the right moment.

Custom Planning Templates:

  • Flexible Planning Tools: Use templates for account, opportunity, or post-sale planning.
  • Standardized Knowledge Capture: Ensure teams document key relationships and plans consistently.
  • Easy Adoption: Enable fast onboarding and repeatable planning processes.

Reporting and ROI Measurement:

  • Built-In Dashboards: Use Salesforce-native reports to visualize plan impact and progress.
  • Pipeline and Revenue Tracking: Link account plans to pipeline growth and deal success.
  • Performance Metrics: Evaluate outcomes like win rates, sales cycle speed, and retention rates.

Benefits for Sales Teams:

  • Keeps reps focused on the right accounts, with clearer strategies and tasks.
  • Boosts cross-sell and upsell success with structured, actionable plans.

Pricing: From $54 USD/user/month.

Rating: 4.97 (37+ reviews) ⭐⭐⭐⭐⭐

Link: Prolifiq CRUSH – Native Account Planning and Revenue Optimization

#12 CPQ | Recurring Billing | eCommerce Storefront – Expedite Commerce

CPQ Recurring Billing eCommerce Storefront – Expedite Commerce

Overview:
Expedite Commerce offers a full Salesforce-native platform for CPQ, billing, and eCommerce, designed for B2B and complex B2C companies needing to manage quoting, subscriptions, and storefronts in one place.

Key Features:

Configure, Price, Quote (CPQ):

  • Visual 3D Configurator: Let users configure products with interactive 3D models.
  • Product and BOM Configurator: Support complex B2B configurations with 2D exploded views and clickable part ordering.
  • Guided Selling: Help reps and customers choose the right options through step-by-step selections.
  • Order Management: Manage shipping, fulfillment, warranty, and service order provisioning.
  • eSignature Support: Generate eDocuments and collect signatures for streamlined approvals.

Recurring Billing and Subscription Management:

  • Usage and Metered Billing: Support pricing models based on consumption or usage data.
  • SaaS and Telecom Billing: Handle industry-specific needs for recurring and one-time charges.
  • Real-Time Revenue Forecasting: Instantly recognize and forecast revenue with billing cycles.
  • Mid-Cycle Adjustments: Adapt subscriptions mid-term without breaking the billing flow.
  • Automated Operations: Eliminate manual work with full billing and finance automation.

eCommerce Storefront:

  • Drag-and-Drop Builder: Create and manage B2B storefronts with no coding required.
  • Catalog and Product Management: Organize SKUs with powerful filtering and search tools.
  • Self-Service Portal: Let buyers manage purchases without sales rep involvement.
  • Interactive Visualization: Use 3D product previews for more engaging digital experiences.
  • Promotions and SEO: Offer discounts like BOGO and optimize your storefront for search engines.
  • Multi-Site Support: Run multiple storefronts for different brands, regions, or customer types.

Unified Revenue Operations Platform:

  • Centralized Analytics: Track buyer journeys, sales performance, and financial insights in one place.
  • Cross-Team Collaboration: Enable Sales, Finance, and Marketing to work from the same platform.
  • Fast Implementation: Get up and running quickly with the “Ignite” service for tailored onboarding.

Benefits for Sales Teams:

  • Sales reps can generate complex quotes faster, streamline billing conversations, and sell across channels without switching tools.
  • Guided selling and automation remove friction and increase deal speed.

Pricing: Starts at $90 USD/user/month.

Rating: 4.95 (40+ reviews) ⭐⭐⭐⭐⭐

Link: CPQ | Recurring Billing | eCommerce Storefront – Expedite Commerce

#13 Left Main REI | Real Estate CRM + Data + Ai Software

Left Main REI Real Estate CRM + Data + Ai Software

Overview:
Left Main REI is an all-in-one Salesforce-powered CRM built specifically for residential real estate pros and investors, combining lead management, automation, and deal tracking in one streamlined platform.

Key Features:

Lead and Opportunity Management:

  • Lead Visibility Dashboard: Track every lead in real time with a centralized dashboard.
  • Automated Sequences: Deploy built-in SMS, email, direct mail, and task automation to follow up without manual effort.
  • Lead Routing: Ensure the right leads go to the right team members for faster action.

Transaction and Disposition Management:

  • Deal Pipeline Tracking: Manage opportunities from acquisition through closing in a structured flow.
  • Disposition Tools: Predict outcomes and manage buyer-side sales using built-in disposition management.
  • End-to-End Deal Oversight: Maintain full visibility from first contact to final disposition.

Marketing and Communication:

  • Multi-Channel Communication: Text, email, and call directly from within the CRM.
  • Campaign Automation: Track and trigger marketing tasks to support inbound and outbound strategies.
  • Metrics Dashboard: View performance across marketing, leads, and deals without manual reporting.

Real Estate-Specific Design:

  • Built by Industry Experts: Developed by real estate investors for practical day-to-day use.
  • All-in-One CRM: Combines lead gen, transaction tracking, and marketing into a single Salesforce-powered platform.
  • Employee-Friendly Interface: Designed to be intuitive for teams across roles and experience levels.

Salesforce Integration and Scalability:

  • Native Salesforce App: Built on the Salesforce platform for scalability, security, and reliability.
  • App Compatibility: Seamlessly works with other Salesforce tools and marketplace apps.
  • Growth-Ready: Supports expansion as your real estate business grows.

Benefits for Sales Teams:

  • Makes it easier to follow up on every lead, track marketing efforts, and close deals faster.
  • Everything is in one place, reducing time lost across disconnected systems.

Pricing: From $50 USD/user/month.

Rating: 4.98 (49+ reviews) ⭐⭐⭐⭐⭐

Link: Left Main REI | Real Estate CRM + Data + Ai Software

#14 PFL | Automated Direct Mail for Sales Cloud, Health Cloud, and Financial Cloud

PFL Automated Direct Mail for Sales Cloud, Health Cloud, and Financial Cloud

Overview:

PFL connects Salesforce to real-world direct mail, enabling sales teams to trigger personalized packages, postcards, and branded gifts based on digital engagement. These physical touchpoints create memorable 1:1 moments that help generate leads and close more deals.

Key Features:

Automated Direct Mail Campaigns:

  • Trigger-Based Sending: Automate mail delivery using Salesforce workflows and digital intent signals.
  • Real-Time Alerts: Notify reps with 15-minute delivery alerts to time follow-ups perfectly.
  • Flexible Delivery Options: Send direct mail manually or automatically, 1:1 or in bulk.

Personalization and Content Management:

  • Message Customization: Personalize content for each recipient using Salesforce data.
  • Template Support: Use standard fields and reusable templates to simplify message creation.
  • Persona-Based Targeting: Match content to customer profiles or use cases for better engagement.

Multichannel and ABM Integration:

  • Campaign Coordination: Build multichannel campaigns combining digital and physical outreach.
  • ABM Support: Elevate account-based marketing with tactile experiences and targeted timing.
  • Re-Engagement Tools: Use direct mail to reignite stalled deals and improve pipeline velocity.

Direct Mail Fulfillment and Logistics:

  • Enterprise-Scale Fulfillment: Send hundreds or thousands of packages per day through PFL’s in-house print and fulfillment center.
  • SwagIQ Integration: Include branded merchandise and custom packaging in your outreach.
  • Delivery Control: Let reps select or add recipient addresses and personalize notecards.

Tracking and Reporting:

  • End-to-End Order Tracking: Monitor every shipment’s journey from send to delivery.
  • Attribution Reporting: Measure campaign impact, ROI, and sales lift directly in Salesforce.
  • Sales Enablement Insights: Give leadership visibility into rep activity and campaign results.

Salesforce Integration and Compatibility:

  • Platform Support: Built for Sales Cloud, Health Cloud, and Financial Cloud.
  • Native Functionality: Fully embedded in Salesforce for seamless use across teams.
  • Admin Controls: Set budgets and permissions per rep to manage campaign costs.

Benefits for Sales Teams:

  • Helps re-engage cold leads, advance stalled deals, and add a personal touch to outreach.
  • Turns digital engagement into physical moments that are memorable and drive real results.

Pricing: From $20,000 USD/company/year.

Rating: 5.0 (43+ reviews) ⭐⭐⭐⭐⭐

Link: PFL | Automated Direct Mail for Sales Cloud, Health Cloud, and Financial Cloud

Final Thoughts: Top Salesforce Apps for Your Business Sales

The Salesforce apps highlighted in this article — Titan Forms, 360 SMS App, Sinch SMS, Docs Made Easy, GreatVines, Org Chart, Grids, MEDDIC Opportunity Management, XLR8 CRM, Squirro, Prolifiq CRUSH, Expedite Commerce, Left Main REI, and PFL — each bring unique features and capabilities that can significantly enhance how sales teams operate within Salesforce.

These applications are more than just add-ons; they become key components that help your Salesforce environment run smoothly, making your sales funnel Salesforce teams depend on simpler and more effective. Here’s a recap of what these apps offer:

  • Titan Forms by Titan: Simplifies dynamic forms, document generation, and web apps to speed up data collection and paperwork.
  • 360 SMS App by 360 Degree Cloud Technologies Pvt. Ltd.: Provides robust messaging solutions, enabling teams to send and automate SMS messages directly from Salesforce, facilitating effective customer engagement.
  • Sinch SMS by Sinch: Focuses on real-time SMS and multimedia messaging, integrating seamless two-way communication within Salesforce to enhance interactions.
  • Docs Made Easy by HIC Global Solutions: Simplifies creating and managing documents like invoices, contracts, and proposals right from Salesforce records.
  • GreatVines Beverage Sales Execution Platform by GreatVines Inc.: Designed specifically for beverage alcohol sales, helping manage accounts, analyze performance, and execute targeted sales strategies.
  • Org Chart by DemandFarm, Inc.: Helps sales reps visualize relationships within customer accounts, clearly mapping decision-makers and stakeholders.
  • Grids by RavenApps: Improves data management, enabling teams to easily edit Salesforce data inline, automate updates, and view information clearly without leaving Salesforce.
  • MEDDIC Opportunity Management by iSEEit GmbH: Provides structured opportunity qualification and sales-process visualization to help reps close deals more effectively.
  • XLR8 CRM by Concenter Services, LLC: Gives financial advisors a tailored overlay to manage complex client data, relationships, and business processes.
  • Squirro for Salesforce by Squirro AG: Brings AI-powered insights into Salesforce, helping identify promising leads, enhance customer engagement, and support data-driven sales decisions.
  • Prolifiq CRUSH by Prolifiq: Offers powerful account planning tools to identify upsell opportunities, map relationships, and track plan execution for key accounts.
  • Expedite Commerce by Expedite Commerce CPQ: Integrates CPQ, billing, and eCommerce into Salesforce, streamlining quoting and revenue management.
  • Left Main REI | Real Estate CRM by Left Main REI: Offers a specialized CRM solution for real estate professionals and investors, streamlining lead management, automation, and deal tracking.
  • PFL | Automated Direct Mail by PFL: Enables sales teams to trigger personalized physical direct mail from Salesforce, creating impactful touchpoints from digital interactions.

Integrating these apps can help your sales team improve efficiency, accuracy, and overall performance. With simplified workflows, advanced analytics, and automation, sales teams can focus more on relationships and less on administrative tasks.s.

In 2025, the suite of sales-focused Salesforce apps continues to reflect the ongoing innovation in the CRM space. These tools are designed to meet and exceed the evolving needs of sales teams, equipping them with the capabilities to excel in a dynamic business environment. By leveraging these apps, organizations can ensure their sales processes are not only efficient but also highly effective, leading to improved customer satisfaction and business growth.

2 Responses to “Top Sales Salesforce Apps

  • I like this website it’s a master piece! Glad I observed this
  • Guest Avatar
    Esperanza Andrade
    3 months ago
    Great overview of Salesforce apps for the month! I’m curious if you’ll be updating this list regularly? It’s super helpful, especially for those new to the Salesforce ecosystem. Would love to see more insights like this in the future!

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