# Best Salesforce AppExchange Apps - Page 3 *By [Neeraja Prakash](https://research.g2.com/insights/author/neeraja-prakash)* The Salesforce AppExchange is Salesforce.com's marketplace for everything cloud computing—this includes cloud applications and consulting services. End users use the Salesforce AppExchange to access, download, and install apps. The Salesforce AppExchange offers both free and paid apps for users. Apps and services are organized into collections within the marketplace, based on categories and industry solutions that encompass a variety of fields. For an app or service to become publicly available to potential customers, the company that created the app or service must be a [Salesforce](https://www.g2.com/vendors/salesforce) partner. For software buyers browsing the Salesforce AppExchange, plenty of well-known software vendors offer apps and services accessible on the marketplace. Any application or service listed on the Salesforce AppExchange should be represented in our Salesforce Appexchange Apps category. The products within this category represent software or services, listed in a variety of categories across our site, that offer solutions available on the Salesforce AppExchange itself. To qualify for inclusion in the Salesforce AppExchange category, a product must: - Be listed on the Salesforce AppExchange - Integrate with Salesforce ## How Many Salesforce AppExchange Apps Products Does G2 Track? **Total Products under this Category:** 427 ### Category Stats (Jul 2026) - **Average Rating**: 4.49/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Akoonu RevWorks (+5.56%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month *Last updated: July 13, 2026* ## How Does G2 Rank Salesforce AppExchange Apps Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 71,500+ Authentic Reviews - 427+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Salesforce AppExchange Apps Is Best for Your Use Case? - **Highest User Satisfaction:** [Groove, a Clari Company](https://www.g2.com/products/groove-a-clari-company/reviews) - **Best Free Software:** [Cirrus Insight](https://www.g2.com/products/cirrus-insight/reviews) --- **Sponsored** ### Cobrowse.io Cobrowse is a collaborative browsing solution, designed to augment remote sales and support engagements with real-time human interaction. With Cobrowse, agents can offer tailored guidance to customers as they navigate any of your digital channels, on desktop and mobile, across the web or native iOS and Android mobile applications. The same powerful suite of tools is available for both web and mobile co-browsing: - Laser pointer - Annotation - Remote Control - Full Device Screen Share - Agent Present Mode With Universal Co-browsing, agents can stay in contact with customers as they browse third-party content, websites, and applications. The full suite of agent tools remains available across third-party content, allowing agents to provide personalized guidance throughout the customers’ digital journey. Seamless integration with enterprise CRM and CX solutions enables agents to escalate complex sales and support tickets to a collaborative browsing session without leaving the host interface. A range of flexible session initialization options and a fully customizable UI make the transition frictionless and provide a consistently branded experience across all channels. Current integrations include: - Salesforce - Genesys - Zendesk - Talkdesk - Intercom - Freshworks Cobrowse prioritizes data security, with compliant data redaction a key differentiator for businesses that deal with sensitive or private customer data. Private-by-default functionality means no images, text, or other content will be displayed unless specifically added to the allowlist, maintaining compliance with strict data protection regulations. For auditability, you can record every action the customer and agent take during a co-browsing session. Session replays provide an accurate, tamper-proof record of every interaction, which can be used for dispute resolution, to understand better how users navigate your digital platforms, or to improve agent training. For the ultimate in security, the same Cobrowse software that runs in the cloud is also available for enterprises to self-host in their cloud accounts, run in their on-premises data centers, or even deploy to air-gapped, protected networks. Proven to enhance customer and agent satisfaction, Cobrowse is trusted by businesses worldwide that prioritize customer service excellence. Co-browsing is used widely within remote sales and support environments to efficiently resolve complex enquiries and provide outstanding service when customers need it most. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=67&secure%5Bchosen_at%5D=2026-07-13T21%3A27%3A22Z&secure%5Bdisplayable_resource_id%5D=67&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=67&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=126970&secure%5Bresource_id%5D=67&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsalesforce-appexchange-apps%3Fpage%3D4&secure%5Btoken%5D=f4750e8934b019781986908061b037933be1d79b25ea241db3a7c7906192f5a5&secure%5Burl%5D=https%3A%2F%2Fcobrowse.io%2F&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Salesforce AppExchange Apps Products in 2026? ### 1. [PhoneBurner](https://www.g2.com/products/phoneburner/reviews) PhoneBurner is a power dialer that powers millions of conversations for 3000+ clients, and averages \> 10% answer rates. Unlike traditional dialers that prioritize speed, PhoneBurner balances speed and quality - so teams connect more and close more deals. No awkward lag. No dropped calls. Award-winning spam protection. Premium Tier 1 call network. Unmatched workflow automation. Built-in pickup probability. Designed for Total Call Deliverability, clients make more calls, achieve higher answer rates, and drive more positive call outcomes - while protecting the reputation of their numbers. Why PhoneBurner? - Unlimited power dialing - Up to 4x more calls and conversations - Instant, no-delay connections - Award-winning ARMOR® spam protection - Connect Scores pickup probability - Blended voice, email and SMS - 1-click voicemails - Post-call workflow automation - Real-time coaching - AI call transcription - Smart lead distribution - Cutting-edge analytics - The leader in 1-to-1 Responsible Communications™ Use our included CRM or integrate with 100+ apps like Salesforce, Zoho, Hubspot, Clay, SugarCRM, monday.com, Zapier, and more, or create custom integrations through our API. Ready to join thousands of clients hitting double-digit answer rates? Start your free trial today. **Average Rating:** 4.7/5.0 **Total Reviews:** 284 **How Do G2 Users Rate PhoneBurner?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Ease of Use:** 9.3/10 (Category avg: 8.8/10) - **Quality of Support:** 9.6/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind PhoneBurner?** - **Seller:** [PhoneBurner, Inc.](https://www.g2.com/sellers/phoneburner-inc) - **Company Website:** https://www.phoneburner.com - **Year Founded:** 2008 - **HQ Location:** Ladera Ranch, CA - **Twitter:** @PhoneBurner (12,534 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1837898/ (54 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, President - **Top Industries:** Financial Services, Insurance - **Company Size:** 79% Small-Business, 17% Mid-Market #### What Are PhoneBurner's Pros and Cons? **Pros:** - Time-saving (25 reviews) - Ease of Use (21 reviews) - Efficiency (14 reviews) - Helpful (13 reviews) - Customer Support (12 reviews) **Cons:** - Call Issues (5 reviews) - Expensive (5 reviews) - Dialer Limitations (3 reviews) - Learning Curve (3 reviews) - Missing Features (3 reviews) ### What Do G2 Reviewers Say About PhoneBurner? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving features** of PhoneBurner, significantly simplifying their calling and follow-up processes. - Users find the **ease of use** with PhoneBurner exceptional, making sales calls and organization simple and effective. - Users value the **efficiency** of PhoneBurner, saving hours daily with streamlined dialing and organized follow-ups. - Users value the **flawless call quality** and seamless integration of PhoneBurner, enhancing their sales calling efficiency. - Users rave about the **fantastic customer support** from PhoneBurner, always prompt and attentive to their needs. **Cons:** - Users report **call issues** with PhoneBurner, including inconsistent audio quality and limitations in calling flexibility. - Users find the **cost of PhoneBurner** to be high, especially for agencies needing multiple client seats. - Users express frustration over **dialer limitations** in PhoneBurner, requesting more flexible dialing list increments and manual dialing options. - Users find the **learning curve challenging** due to a complicated interface and difficult advanced feature setup. - Users find the **limited dialing list increments** in PhoneBurner restrictive, wanting more flexibility for smaller call batches. #### What Are Recent G2 Reviews of PhoneBurner? **"[Fast CRM-Integrated Cold Calling with Powerful Tracking and Amazing Support](https://www.g2.com/survey_responses/phoneburner-review-13034664)"** **Rating:** 4.5/5.0 stars *— Wessling G.* [Read full review](https://www.g2.com/survey_responses/phoneburner-review-13034664) --- **"[Effortless Setup, Boosts Dial Efficiency](https://www.g2.com/survey_responses/phoneburner-review-12801370)"** **Rating:** 5.0/5.0 stars *— Jason C.* [Read full review](https://www.g2.com/survey_responses/phoneburner-review-12801370) --- #### What Are G2 Users Discussing About PhoneBurner? - [What is PhoneBurner used for?](https://www.g2.com/discussions/what-is-phoneburner-used-for) - [How much does PhoneBurner cost?](https://www.g2.com/discussions/how-much-does-phoneburner-cost) - [How long is PhoneBurner free trial?](https://www.g2.com/discussions/how-long-is-phoneburner-free-trial) - 1 comment - [How do you use PhoneBurner?](https://www.g2.com/discussions/how-do-you-use-phoneburner) - [What is a PhoneBurner?](https://www.g2.com/discussions/what-is-a-phoneburner) - 2 comments ### 2. [Centro](https://www.g2.com/products/centro-centro/reviews) Centro enables sales and support teams to learn and react in Salesforce, Microsoft Teams, and Slack, with the tools and automation to be super effective in both platforms. Discover & organize Slack and Teams conversations in Salesforce, automate creating and editing records in chat, and more. **Average Rating:** 5.0/5.0 **Total Reviews:** 41 **How Do G2 Users Rate Centro?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.4/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Centro?** - **Seller:** [Centro](https://www.g2.com/sellers/centro) - **Year Founded:** 2020 - **HQ Location:** Boulder, Colorado - **Twitter:** @CentroRocksLLC (59 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/centro-rocks/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 63% Mid-Market, 22% Small-Business #### What Are Centro's Pros and Cons? **Pros:** - Customer Support (6 reviews) - Salesforce Integration (6 reviews) - Slack Integration (6 reviews) - Integrations (4 reviews) - Helpful (3 reviews) **Cons:** - Complexity (2 reviews) - Learning Curve (2 reviews) - Limited Automation (2 reviews) - Steep Learning Curve (2 reviews) - Automation Difficulty (1 reviews) ### What Do G2 Reviewers Say About Centro? *AI-generated summary from verified user reviews* **Pros:** - Users praise Centro's **exceptional customer support** , highlighting Regina's responsiveness and valuable insights to enhance workflows. - Users value the **seamless Salesforce and Slack integration** of Centro, enhancing workflows and responsiveness across teams. - Users value the **seamless integration** of Centro with Slack and Salesforce, enhancing workflows and team responsiveness. - Users value the **seamless integrations** of Centro with Slack and Salesforce, enhancing team workflows and responsiveness. - Users praise Centro's **exceptional customer support** , highlighting the responsive team that enhances workflow and collaboration. **Cons:** - Users note the **complexity** of Centro, requiring dedicated Salesforce Admin resources for effective implementation and customization. - Users find the **learning curve steep** , needing significant Salesforce expertise for effective use of Centro's features. - Users find Centro's **limited automation** requires substantial admin effort and technical knowledge for optimal use. - Users find that Centro has a **steep learning curve** requiring technical skills to fully utilize its capabilities. - Users find that **automation requires technical skills** , making it challenging to fully utilize Centro's capabilities. #### What Are Recent G2 Reviews of Centro? **"[Effortless Integration Boosts Audit Efficiency](https://www.g2.com/survey_responses/centro-review-12486617)"** **Rating:** 4.5/5.0 stars *— Becca D.* [Read full review](https://www.g2.com/survey_responses/centro-review-12486617) --- **"[A Better Salesforce–Slack Integration Than Slaesforce's Native One](https://www.g2.com/survey_responses/centro-review-12913262)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/centro-review-12913262) --- ### 3. [iATS Payments](https://www.g2.com/products/iats-payments/reviews) With over 16,000 clients and billions of dollars in annual processing, iATS Payments is the leading provider of payment solutions to nonprofit organizations and technology partners around the world. iATS draws on over 20 years of experience providing secure, simple and cost-effective credit card and direct debit (ACH) processing. **Average Rating:** 4.2/5.0 **Total Reviews:** 182 **How Do G2 Users Rate iATS Payments?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.1/10) - **Ease of Use:** 8.4/10 (Category avg: 8.8/10) - **Quality of Support:** 8.6/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind iATS Payments?** - **Seller:** [iATS Payments](https://www.g2.com/sellers/iats-payments) - **Year Founded:** 1995 - **HQ Location:** Vancouver - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Executive Director - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 64% Small-Business, 30% Mid-Market #### What Are Recent G2 Reviews of iATS Payments? **"[iATS Payments is a very user-friendly platform or software.](https://www.g2.com/survey_responses/iats-payments-review-10177701)"** **Rating:** 5.0/5.0 stars *— Linh V.* [Read full review](https://www.g2.com/survey_responses/iats-payments-review-10177701) --- **"[CAIS Non-Profit](https://www.g2.com/survey_responses/iats-payments-review-6766229)"** **Rating:** 5.0/5.0 stars *— Verified User in Education Management* [Read full review](https://www.g2.com/survey_responses/iats-payments-review-6766229) --- #### What Are G2 Users Discussing About iATS Payments? - [What is iATS Payments used for?](https://www.g2.com/discussions/what-is-iats-payments-used-for) - [What does iATS Payments do?](https://www.g2.com/discussions/what-does-iats-payments-do) - [Which payment processor is best?](https://www.g2.com/discussions/which-payment-processor-is-best) - [What does a payment processor do?](https://www.g2.com/discussions/what-does-a-payment-processor-do) - 1 comment - [What is iATS payment?](https://www.g2.com/discussions/what-is-iats-payment) - 3 comments ### 4. [Squivr](https://www.g2.com/products/squivr/reviews) Squivr: The Revenue Execution Platform for Salesforce Transform Salesforce from a system of record into a system of revenue execution. Squivr empowers revenue teams to plan, map, execute, strategize, and grow customer relationships directly within Salesforce. By combining Account Planning, Relationship Intelligence, Revenue Analytics, and Team Collaboration into a single native platform, Squivr helps organizations align teams, uncover opportunities, and drive predictable growth. Whether you're managing strategic accounts, expanding existing customers, or executing complex sales cycles, Squivr gives every stakeholder a shared view of the customer and a clear path to success. Relationship Intelligence Suite ArcSight + ArcGroups Revenue is driven by relationships. Squivr's Relationship Intelligence Suite helps teams understand who matters, how they are connected, and where opportunities and risks exist across every account. With ArcSight and ArcGroups, teams can: Visualize stakeholder networks and organizational relationships Identify champions, influencers, decision-makers, and blockers Track account team engagement and relationship strength Manage strategic partners, vendors, implementation teams, and customer contacts Build stronger, multi-threaded relationships across the customer lifecycle Improve account coverage and reduce single-threaded risk Relationship Intelligence provides the context revenue teams need to engage more effectively and win more often. Account Planning Suite Playbooks, Action Plans, SWOT, Competitive Analysis, and Whitespace Analysis The best revenue teams don't leave growth to chance. They execute against a plan. Squivr's Account Planning Suite enables organizations to operationalize their revenue strategy directly inside Salesforce. With Squivr, teams can: Build and standardize account planning processes Operationalize sales methodologies and customer success frameworks Execute strategic initiatives with Playbooks and Action Plans Conduct SWOT and Competitive Analysis Identify whitespace opportunities across products, business units, and geographies Understand account penetration and share-of-wallet Tier, segment, and prioritize accounts based on growth potential Align sales, customer success, account management, and leadership around a shared strategy Turn static account plans into living, actionable revenue strategies. Revenue Visibility and Growth Intelligence Squivr helps organizations move beyond activity tracking and into strategic revenue management. Gain visibility into: Total account spend Product adoption and expansion opportunities Revenue by account, business unit, and product family Strategic account health and growth potential Relationship coverage and engagement Forecasting and growth initiatives By bringing account intelligence and execution together, Squivr helps teams make better decisions and drive measurable business outcomes. Why Squivr? Squivr connects every step of the revenue journey: Plan with Account Planning and Playbooks Map relationships with ArcSight and ArcGroups Execute with Action Plans and Milestones Strategize with SWOT and Competitive Analysis Collaborate through Squivr Workspaces Visualize account intelligence and relationship networks Optimize revenue performance with analytics and insights All natively inside Salesforce. One Platform. One Strategy. One Source of Truth. Squivr empowers Sales, Customer Success, Account Management, Business Development, and Leadership teams to operate from a shared strategy, execute with confidence, and accelerate revenue growth. Plan smarter. Build stronger relationships. Execute with purpose. Grow predictably. That's the power of Squivr. **Average Rating:** 5.0/5.0 **Total Reviews:** 57 **How Do G2 Users Rate Squivr?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Ease of Use:** 9.9/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Squivr?** - **Seller:** [Squivr](https://www.g2.com/sellers/squivr) - **Year Founded:** 2018 - **HQ Location:** Denver, CO - **Twitter:** @Squivr1 (155 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/squivr/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Small-Business, 37% Mid-Market #### What Are Squivr's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Efficiency (6 reviews) - Intuitive (4 reviews) - Customer Support (3 reviews) - Features (3 reviews) **Cons:** - Learning Curve (2 reviews) - Salesforce Integration (2 reviews) - Difficult Setup (1 reviews) - Inaccurate Forecasting (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Squivr? *AI-generated summary from verified user reviews* **Pros:** - Users find Squivr's **ease of use** enhances clarity in complex customer relationships, streamlining workflows effortlessly. - Users praise Squivr's **efficiency** , as it streamlines data tracking and enhances stakeholder mapping within Salesforce. - Users find Squivr's interface **intuitive** , making training easy and enhancing collaboration across teams. - Users praise Squivr for its **responsive customer support** , providing quick and accurate assistance throughout the implementation process. - Users commend Squivr for its **intuitive UI and powerful visualizations** , enhancing clarity and efficiency in managing customer relationships. **Cons:** - Users find a **slight learning curve** in configuring Squivr templates and layouts, requiring dedicated effort for optimal setup. - Users face a **steep learning curve** when configuring templates and aligning with existing Salesforce structures, impacting setup efficiency. - Users find the **difficult setup** process challenging, requiring extensive effort for optimal configuration and value realization. - Users express concerns about **inaccurate forecasting** , primarily due to inconsistent data entry and trust issues within the team. - Users express concern over **limited customization** , feeling it may hinder effective use and buy-in from the team. #### What Are Recent G2 Reviews of Squivr? **"[Keeps our deals on track, keeps our revenue flow accelerating](https://www.g2.com/survey_responses/squivr-review-7850851)"** **Rating:** 5.0/5.0 stars *— Jeff F.* [Read full review](https://www.g2.com/survey_responses/squivr-review-7850851) --- **"[User-Friendly, Object-Agnostic Org Charts for Salesforce Hierarchies](https://www.g2.com/survey_responses/squivr-review-12712910)"** **Rating:** 5.0/5.0 stars *— Verified User in Online Media* [Read full review](https://www.g2.com/survey_responses/squivr-review-12712910) --- #### What Are G2 Users Discussing About Squivr? - [What is Squivr used for?](https://www.g2.com/discussions/what-is-squivr-used-for) ### 5. [ACCELQ](https://www.g2.com/products/accelq/reviews) ACCELQ offers AI-powered No-Code test automation and management built on a cloud-native platform. ACCELQ provides a unified platform for web, mobile, API, database, and packaged apps. Automation-first, codeless capabilities make it easy to use for testing teams without deep programming expertise. ACCELQ allows businesses to achieve 7.5x productivity and over 72% savings with its industry-first autonomics-based automation platform. ACCELQ was named a leader in The Forrester Wave™: Continuous Automation Testing Platforms, Q4 2022. **Average Rating:** 4.8/5.0 **Total Reviews:** 107 **How Do G2 Users Rate ACCELQ?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Ease of Use:** 9.6/10 (Category avg: 8.8/10) - **Quality of Support:** 9.3/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind ACCELQ?** - **Seller:** [ACCELQ](https://www.g2.com/sellers/accelq) - **Company Website:** https://www.accelq.com/ - **Year Founded:** 2014 - **HQ Location:** Dallas, US - **Twitter:** @accelq (1,677 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/accelq (217 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 39% Mid-Market, 35% Enterprise #### What Are ACCELQ's Pros and Cons? **Pros:** - Ease of Use (79 reviews) - Automation (66 reviews) - Testing Automation (60 reviews) - Time-saving (54 reviews) - Automation Ease (35 reviews) **Cons:** - Learning Curve (16 reviews) - Integration Issues (12 reviews) - Poor Reporting (11 reviews) - Difficult Learning Curve (10 reviews) - Missing Features (10 reviews) ### What Do G2 Reviewers Say About ACCELQ? *AI-generated summary from verified user reviews* **Pros:** - Users find ACCELQ to be **simple and easy to use** , enabling rapid automation without deep technical knowledge. - Users value the **zero coding and ease of use** in ACCELQ, enabling rapid automation and efficient testing. - Users value **ACCELQ's codeless automation** for simplifying testing and enhancing collaboration across technical and non-technical teams. - Users highlight **savings in time** with ACCELQ, thanks to features that streamline testing processes and enhance efficiency. - Users appreciate the **automation ease** of ACCELQ, highlighting its no-code approach and user-friendly interface. **Cons:** - Users note a significant **learning curve** with ACCELQ, affecting their ability to quickly master its functionalities. - Users experience **integration issues** with Gen AI in ACCELQ, impacting its overall effectiveness and usability. - Users find the **poor reporting** in ACCELQ overwhelming, especially with too many visuals in congested dashboards. - Users find the **difficult learning curve** of ACCELQ challenging initially, particularly with test logic and flows setup. - Users find the **lack of features** limits their ability to work efficiently and manage tests effectively. #### What Are Recent G2 Reviews of ACCELQ? **"[Accelerating Test Automation While Reducing Maintenance Effort - ACCELQ](https://www.g2.com/survey_responses/accelq-review-12945051)"** **Rating:** 5.0/5.0 stars *— Anshul C.* [Read full review](https://www.g2.com/survey_responses/accelq-review-12945051) --- **"[Accelq is a boon to QAs](https://www.g2.com/survey_responses/accelq-review-12938027)"** **Rating:** 5.0/5.0 stars *— Akshay T.* [Read full review](https://www.g2.com/survey_responses/accelq-review-12938027) --- #### What Are G2 Users Discussing About ACCELQ? - [What is testim tool?](https://www.g2.com/discussions/accelq-what-is-testim-tool) - [What is Acclq?](https://www.g2.com/discussions/what-is-acclq) - [Is Accelq open source?](https://www.g2.com/discussions/is-accelq-open-source) - 1 comment - [What is Accelq tool?](https://www.g2.com/discussions/what-is-accelq-tool) - 1 comment ### 6. [Mission Control](https://www.g2.com/products/mission-control/reviews) Mission Control is your project management command center and Professional Services Automation solution, for any business that wants to elevate its workflow, where you can navigate, plan, manage & evaluate all your projects in one place to improve business performance. Built natively on the Salesforce Platform, the vast array of features are agile and easily customized to your business and client needs. Ultimately, you will be more organized and get the best ROI on your Salesforce platform. The solution helps you manage your end-to-end project, whether that's a complex program of work or simple onboarding / process management. Mission Control provides you with all the features required to effectively and efficiently deliver your professional services projects. The key features of Mission Control include detailed project plans, including multiple resources, financial tracking of revenue and costs, timesheets and expenses, risk management, issue logs, invoice management, PMO analysis, revenue recognition, resource capacity planning, program management, requirements and user stories, Gantt Charts, Resource Schedulers, Kanban Boards. **Average Rating:** 4.4/5.0 **Total Reviews:** 172 **How Do G2 Users Rate Mission Control?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) - **Ease of Use:** 8.1/10 (Category avg: 8.8/10) - **Quality of Support:** 9.1/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Mission Control?** - **Seller:** [Aprika Business Solutions](https://www.g2.com/sellers/aprika-business-solutions) - **Company Website:** https://www.aprika.com - **Year Founded:** 2010 - **HQ Location:** Melbourne, Victoria, Australia - **Twitter:** @MissionCntrlPM (7,230 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1163763/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Managing Director, Salesforce Consultant - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Small-Business, 34% Mid-Market #### What Are Mission Control's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Project Management (1 reviews) - Team Collaboration (1 reviews) - User Interface (1 reviews) **Cons:** - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Mission Control? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Mission Control, appreciating its clear visibility and clean UI design. - Users appreciate the **clear visibility of job statuses** and the user-friendly interface for managing projects effectively. - Users value the **easy visibility of job statuses** and appreciate the clean, user-friendly interface of Mission Control. - Users value the **clean and user-friendly UI** of Mission Control, easily tracking project statuses. **Cons:** - Users are frustrated by the **limited customization options** in Mission Control, affecting their overall experience. #### What Are Recent G2 Reviews of Mission Control? **"[Highly Customizable, Smooth Onboarding, and Easy Salesforce Integration](https://www.g2.com/survey_responses/mission-control-review-12781714)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer & Network Security* [Read full review](https://www.g2.com/survey_responses/mission-control-review-12781714) --- **"[All-in-One Project Management Natively Inside Salesforce](https://www.g2.com/survey_responses/mission-control-review-12992451)"** **Rating:** 4.0/5.0 stars *— Verified User in Oil & Energy* [Read full review](https://www.g2.com/survey_responses/mission-control-review-12992451) --- ### 7. [Oneflow](https://www.g2.com/products/oneflow/reviews) Oneflow is an AI-powered contract management platform that turns contracts into an operating system that drives revenue, compliance and operational efficiency. Contracts hold revenue, risk, and obligations, yet they rarely connect to daily workflows. Instead of static PDFs that lock away critical information, Oneflow turns every contract into an actionable asset that reveals opportunities, flags risks, and drives execution across teams so your business moves faster with full visibility. With Oneflow, teams can create, review, sign, and control contracts in one unified platform. Contracts are fully digital, collaborative, and always up to date.Contract data becomes an operational layer that automates workflows across teams, and gives full visibility into obligations, performance, and risk. AI is embedded across the platform to review contracts, extract key data, identify risks, and surface insights at scale. The platform enables you to: - Centralize all contracts, clauses, and obligations in a structured, searchable repository - Automate workflows, compliance checks, and data flows across your existing systems - Execute with full visibility into engagement, deadlines, and contract activity - Optimize using AI-driven portfolio analysis to improve decisions & performance over time With deep integrations into CRM, HR, and automation platforms, Oneflow ensures contracts are no longer disconnected from business processes. Instead, they become an operating system that drives revenue, reduces risk, and enables smarter decision-making. Whether you're in sales, HR, procurement, finance, or legal, Oneflow helps you move faster and stay in control. **Average Rating:** 4.4/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Oneflow?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Ease of Use:** 8.9/10 (Category avg: 8.8/10) - **Quality of Support:** 8.6/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Oneflow?** - **Seller:** [Oneflow](https://www.g2.com/sellers/oneflow) - **Year Founded:** 2012 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @oneflowcom (261 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3504313/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Konsultchef - **Top Industries:** Staffing and Recruiting, Computer Software - **Company Size:** 44% Small-Business, 43% Mid-Market #### What Are Oneflow's Pros and Cons? **Pros:** - Ease of Use (27 reviews) - Intuitive (14 reviews) - Efficiency (12 reviews) - Contract Management (8 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (12 reviews) - Document Management (5 reviews) - Limited Customization (5 reviews) - Expensive (4 reviews) - Feature Usability (4 reviews) ### What Do G2 Reviewers Say About Oneflow? *AI-generated summary from verified user reviews* **Pros:** - Users find Oneflow's **ease of use** essential for simplifying contract management and enhancing workflow efficiency. - Users find Oneflow **intuitive and easy to use** , enhancing collaboration and making contract management seamless and efficient. - Users find Oneflow to be an **efficient tool** that simplifies contract management and improves overall workflow. - Users appreciate the **streamlined contract management** of Oneflow, significantly enhancing their workflow and efficiency. - Users appreciate the **fast and accurate customer support** from Oneflow, enhancing their overall experience with the product. **Cons:** - Users note the **missing features** in Oneflow, particularly in customization, integrations, and bulk contract management. - Users express a desire for better **document management features** like inline comments and easier contract migration. - Users desire greater **customization options** in Oneflow to enhance flexibility and streamline workflows. - Users find Oneflow **quite expensive** and feel additional payments are required for promised functionalities. - Users find **feature usability lacking** compared to competitors, facing challenges in design and management of functionalities. #### What Are Recent G2 Reviews of Oneflow? **"[Useful Renewal Reminders That Keep Us on Track](https://www.g2.com/survey_responses/oneflow-review-12858184)"** **Rating:** 4.0/5.0 stars *— Lee-Anne L.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-12858184) --- **"[Smooth, modern contract workflows that make collaboration easy](https://www.g2.com/survey_responses/oneflow-review-11224592)"** **Rating:** 4.5/5.0 stars *— Magdalena Z.* [Read full review](https://www.g2.com/survey_responses/oneflow-review-11224592) --- #### What Are G2 Users Discussing About Oneflow? - [What is Oneflow used for?](https://www.g2.com/discussions/what-is-oneflow-used-for) - 1 comment ### 8. [OrgChartPlus](https://www.g2.com/products/orgchartplus/reviews) OrgChartPlus is most feature-rich Relationship Map & Org Chart Tool for Salesforce Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool for Salesforce. Identify, manage and understand your stakeholder relationships to advance sales and grow accounts. Create - Turn your contact lists into visual org charts and relationship maps. - Drag & drop to create org charts from scratch or use your pre-defined templates to get started. - 3 views to help you to visualise, organise, and target your customers. Customize - Tailor your org charts to meet the needs of your sales teams, methodology, relationship types and hierarchy. - Set your own descriptive attributes and icons to illuminate your relationships. Report & share - Out-of-the-box, adaptable reports and dashboards for efficient relationship analytics. - Power account relationship analytics from the ‘real’ relationship status. - Export directly into PowerPoint and Word to share beyond Salesforce. Native to Salesforce.com only. - A seamlessly integrated, intuitive Lightning experience, secure and stable, with real-time customer insight. - 5\* rated on the Salesforce AppExchange. - A clean, modern, drag & drop interface designed for efficiency and ease-of-use. **Average Rating:** 4.2/5.0 **Total Reviews:** 23 **How Do G2 Users Rate OrgChartPlus?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Ease of Use:** 7.9/10 (Category avg: 8.8/10) - **Quality of Support:** 8.2/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind OrgChartPlus?** - **Seller:** [SalesMethods](https://www.g2.com/sellers/salesmethods) - **Year Founded:** 2009 - **HQ Location:** London, United Kingdom - **Twitter:** @SalesMethods (457 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1282002/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 70% Mid-Market, 22% Small-Business #### What Are Recent G2 Reviews of OrgChartPlus? **"[Premium tool - ask about customisation](https://www.g2.com/survey_responses/orgchartplus-review-984897)"** **Rating:** 5.0/5.0 stars *— Andy M.* [Read full review](https://www.g2.com/survey_responses/orgchartplus-review-984897) --- **"[So So Product with High potential ](https://www.g2.com/survey_responses/orgchartplus-review-946058)"** **Rating:** 4.0/5.0 stars *— Steven N.* [Read full review](https://www.g2.com/survey_responses/orgchartplus-review-946058) --- #### What Are G2 Users Discussing About OrgChartPlus? - [What is OrgChartPlus used for?](https://www.g2.com/discussions/what-is-orgchartplus-used-for) ### 9. [GridBuddy Connect](https://www.g2.com/products/gridbuddy-connect/reviews) GridBuddy Connect, from Validity, is the data productivity platform that keeps your team more focused on growing your business than updating your data. Since growth-minded teams need accurate data at their fingertips, GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data. Update and work with your data faster. Make in-line updates and quickly navigate your data through a spreadsheet-simple user experience. Zero in on data using filters and expansive search features, bring attention to the fields that matter most with conditional formatting, use actions to expand your grid’s functionality, and use your grids for in-line editable, multi-object reporting. Connect your Salesforce, Microsoft Dynamics 365, and Zendesk data for richer insights. Unite data from separate databases, instead of manually combining exports and clicking between multiple systems. Centralize your Salesforce data from multiple orgs for fast navigation and deeper insights, boost productivity by uniting your Dynamics 365 data into one simplified view, and connect your Zendesk customer data for another layer of knowledge. Utilize job-specific workspaces. Organize your data views to meet the needs of each user. Get up and running faster with preconfigured, ready-to-use ReadyGrids, used tabbed workspaces to create a set of grids based on your team’s workflow, and tailor grids to the personal needs of each user. **Average Rating:** 4.1/5.0 **Total Reviews:** 26 **How Do G2 Users Rate GridBuddy Connect?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Ease of Use:** 8.7/10 (Category avg: 8.8/10) - **Quality of Support:** 8.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind GridBuddy Connect?** - **Seller:** [Validity Inc](https://www.g2.com/sellers/validity-inc) - **Year Founded:** 2018 - **HQ Location:** Boston, Massachusetts - **Twitter:** @TrustValidity (1,151 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11679353/ (347 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 39% Mid-Market, 25% Enterprise #### What Are Recent G2 Reviews of GridBuddy Connect? **"[Good tool](https://www.g2.com/survey_responses/gridbuddy-connect-review-6665568)"** **Rating:** 4.5/5.0 stars *— Clara S.* [Read full review](https://www.g2.com/survey_responses/gridbuddy-connect-review-6665568) --- **"[The KEY to user adoption](https://www.g2.com/survey_responses/gridbuddy-connect-review-6551327)"** **Rating:** 5.0/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/gridbuddy-connect-review-6551327) --- #### What Are G2 Users Discussing About GridBuddy Connect? - [What is GridBuddy Connect used for?](https://www.g2.com/discussions/what-is-gridbuddy-connect-used-for) ### 10. [AdSalesOS by Placements AI](https://www.g2.com/products/adsalesos-by-placements-ai/reviews) Managing ad sales across disconnected tools costs you time, revenue, and growth. AdSalesOS is the AI-powered ad sales operating system that unifies your entire quote-to-cash workflow, so media companies can pitch, plan, traffic, optimize, and invoice omnichannel campaigns from a single interface. AdSalesOS delivers three outcomes that transform how ad sales teams operate: 𝗦𝘁𝗼𝗽 𝗱𝗿𝗼𝘄𝗻𝗶𝗻𝗴 𝗶𝗻 𝗱𝗶𝘀𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀. Most ad sales teams stitch together a dozen tools just to run a single campaign. AdSalesOS consolidates your entire quote-to-cash process into one intelligent platform, giving your team back the time and focus that manual processes steal, and the operational control to scale without adding complexity. 𝗞𝗲𝗲𝗽 𝘁𝗵𝗲 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝘆𝗼𝘂'𝘃𝗲 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗲𝗮𝗿𝗻𝗲𝗱. Every dollar you book should be a dollar you recognize, but disconnected systems let 15–30% of it slip through billing gaps, underdelivery, and unoptimized COGS. AdSalesOS ensures booked campaigns are fully delivered, costs are controlled, and invoices reflect actual performance. 𝗚𝗿𝗼𝘄 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗰𝗼𝘀𝘁𝘀. Scaling ad sales revenue shouldn't mean scaling your team at the same rate. AdSalesOS enables profitable growth through agentic automation, unified omnichannel reporting, and streamlined operations, so you can grow faster than your costs. **Average Rating:** 4.5/5.0 **Total Reviews:** 20 **How Do G2 Users Rate AdSalesOS by Placements AI?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Ease of Use:** 8.6/10 (Category avg: 8.8/10) - **Quality of Support:** 9.4/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind AdSalesOS by Placements AI?** - **Seller:** [Placements.io](https://www.g2.com/sellers/placements-io) - **Year Founded:** 2014 - **HQ Location:** Seattle, Washington - **Twitter:** @placementsio (132 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2849382/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 80% Mid-Market, 15% Small-Business #### What Are AdSalesOS by Placements AI's Pros and Cons? **Pros:** - Team Helpfulness (6 reviews) - Time-saving (5 reviews) - Customer Support (4 reviews) - Integrations (4 reviews) - Automation (3 reviews) **Cons:** - Integration Issues (3 reviews) - Email Design (2 reviews) - Ad Issues (1 reviews) - Ad Management Issues (1 reviews) - Campaign Management Issues (1 reviews) ### What Do G2 Reviewers Say About AdSalesOS by Placements AI? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **knowledgeable and supportive professional services team** of AdSalesOS, enhancing efficiency and productivity. - Users appreciate the **time-saving automations** in AdSalesOS, enhancing efficiency in managing media campaigns effortlessly. - Users appreciate the **knowledgeable and supportive customer support** of AdSalesOS, enhancing their overall experience and satisfaction. - Users value the **extensive integrations** of AdSalesOS, enhancing campaign management and boosting operational efficiency significantly. - Users appreciate the **automation capabilities** of AdSalesOS, significantly reducing manual effort and improving operational efficiency. **Cons:** - Users face **integration issues** with AdSalesOS, complicating campaign setups and limiting the use of full features. - Users find the **limited integration** with the main ad server complicates campaign setup instead of simplifying it. - Users face **ad integration limitations** that complicate campaign setup and lack adequate support options. - Users report **ad management issues** due to limited integration features and lack of global support, complicating campaign handling. - Users face **campaign management issues** due to incomplete integration and lack of round-the-clock support. #### What Are Recent G2 Reviews of AdSalesOS by Placements AI? **"[Placements.io Is Helping to Streamline our business](https://www.g2.com/survey_responses/adsalesos-by-placements-ai-review-10807165)"** **Rating:** 4.5/5.0 stars *— Reginald H.* [Read full review](https://www.g2.com/survey_responses/adsalesos-by-placements-ai-review-10807165) --- **"[Placements.io transformed our native ads business](https://www.g2.com/survey_responses/adsalesos-by-placements-ai-review-10902101)"** **Rating:** 4.5/5.0 stars *— Claire A.* [Read full review](https://www.g2.com/survey_responses/adsalesos-by-placements-ai-review-10902101) --- #### What Are G2 Users Discussing About AdSalesOS by Placements AI? - [What is Placements.io used for?](https://www.g2.com/discussions/what-is-placements-io-used-for) ### 11. [iSEEit](https://www.g2.com/products/iseeit/reviews) Implement MEDDIC or any other sales methodology (MEDDPICC, SPIN Selling etc.) right within Salesforce with iSEEit. Configure and visualize your sales process, define qualifiers and empower sales teams to qualify the opportunities more accurately and deliver evidence-based forecasts. Instantly identify gaps and take preemptive measures to close deals. No more excel sheets or 3rd party apps. iSEEit provides a centralized location for real-time data entry, retrieval and reporting. Product Features: ● Available on Salesforce Professional, Enterprise and Unlimited Editions ● Compatible with Classic and Lightning ● Fully configurable sales process (MEDDIC out-of-the-box), qualification criteria, exit criteria and checklists ● Build Opportunity and Account Org Charts within Salesforce ● Create fully configurable Sales Playbooks based on your team's best practices ● Visually aided and data-driven forecasting ● Ready to be rolled out in a few hours Services: ● iSEEit remote setup & implementation ● iSEEit product training ● iSEEit sales process configuration workshop ● MEDDIC foundation training ● Deal Reviews & Forecasting training ● Unlimited technical support **Average Rating:** 4.4/5.0 **Total Reviews:** 20 **How Do G2 Users Rate iSEEit?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Quality of Support:** 9.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind iSEEit?** - **Seller:** [iSEEit GmbH](https://www.g2.com/sellers/iseeit-gmbh) - **Year Founded:** 2013 - **HQ Location:** Vienna, Austria - **Twitter:** @NOW_ISEEit (152 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iseeit-inc-/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 72% Small-Business, 28% Mid-Market #### What Are Recent G2 Reviews of iSEEit? **"[Great collaboration platform ](https://www.g2.com/survey_responses/iseeit-review-100164)"** **Rating:** 5.0/5.0 stars *— Djordje V.* [Read full review](https://www.g2.com/survey_responses/iseeit-review-100164) --- **"[Sales Manager](https://www.g2.com/survey_responses/iseeit-review-105760)"** **Rating:** 5.0/5.0 stars *— Bartosz N.* [Read full review](https://www.g2.com/survey_responses/iseeit-review-105760) --- #### What Are G2 Users Discussing About iSEEit? - [What is iSEEit used for?](https://www.g2.com/discussions/what-is-iseeit-used-for) ### 12. [Coefficient](https://www.g2.com/products/coefficient/reviews) Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 192 **How Do G2 Users Rate Coefficient?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Ease of Use:** 9.2/10 (Category avg: 8.8/10) - **Quality of Support:** 8.9/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Coefficient?** - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** https://coefficient.io/ - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient_io (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 35% Small-Business #### What Are Coefficient's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Automation (61 reviews) - Integrations (47 reviews) - Easy Integrations (42 reviews) - Time-saving (42 reviews) **Cons:** - Feature Limitations (33 reviews) - Limited Features (21 reviews) - Missing Features (15 reviews) - Limitations (14 reviews) - Integration Issues (13 reviews) ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coefficient, finding it seamless and hassle-free for data extraction. - Users highlight the **automation capabilities** of Coefficient, significantly saving time and streamlining data management processes. - Users value the **seamless integrations** of Coefficient that enhance productivity between Salesforce, QuickBooks, and Google Sheets. - Users love the **easy integrations** of Coefficient, enabling seamless syncing between Postgres and Google Sheets effortlessly. - Users enjoy the **time-saving automation** of Coefficient, regaining hours weekly with effortless data management. **Cons:** - Users find **feature limitations** in Coefficient, such as missing multiple filters and frustrating data formatting issues. - Users note the **limited features** of Coefficient, especially regarding filtering and importing restrictions. - Users miss the **missing features** like advanced filtering options and seamless chart integration with sheets. - Users find the **row and filter limitations** of Coefficient restricts their data management and analysis capabilities. - Users face **integration issues** with Coefficient, including missing features and frustrating data import processes. #### What Are Recent G2 Reviews of Coefficient? **"[Effortless Scheduled Refreshes. Eliminates Manual Exports and Makes Revenue Data Actionable](https://www.g2.com/survey_responses/coefficient-review-12318636)"** **Rating:** 5.0/5.0 stars *— Jacob R.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12318636) --- **"[Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- ### 13. [D&B Connect](https://www.g2.com/products/d-b-connect/reviews) D&B Connect (the next generation of D&B Optimizer) is an AI-driven Data Management Platform based on the D&B Cloud that provides businesses with customer data and market insights. With D&B Connect, users can collaborate on data management tasks, visualize, monitor, and benchmark data, as well as assess overall data health. Integrations with Master Data Management Platforms, Customer Data Platforms, and CRMs enable automated data updates and anomaly detection through the identity resolution engine. MAP integrations allow for the automation of cross-channel marketing tasks on social media, email, and websites. **Average Rating:** 4.1/5.0 **Total Reviews:** 131 **How Do G2 Users Rate D&B Connect?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.1/10) - **Ease of Use:** 8.5/10 (Category avg: 8.8/10) - **Quality of Support:** 8.5/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind D&B Connect?** - **Seller:** [Dun & Bradstreet](https://www.g2.com/sellers/dun-bradstreet) - **Company Website:** https://www.dnb.com - **HQ Location:** Short Hills, NJ - **Twitter:** @DunBradstreet (22,541 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2385/ (5,747 employees on LinkedIn®) - **Ownership:** NYSE: DNB **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 44% Mid-Market, 31% Small-Business #### What Are D&B Connect's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Data Accuracy (17 reviews) - Data Quality (11 reviews) - Accuracy (7 reviews) - Data Discovery (7 reviews) **Cons:** - Limitations (9 reviews) - Learning Curve (7 reviews) - Expensive (6 reviews) - Limited Functionality (6 reviews) - Outdated Data (6 reviews) ### What Do G2 Reviewers Say About D&B Connect? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of D&B Connect, finding it perfect for efficient data management and marketing research. - Users highlight the **data accuracy** of D&B Connect, enhancing data quality and supporting company growth effectively. - Users value the **comprehensive data quality** features of D&B Connect, enhancing accuracy and efficiency in data management. - Users value the **accuracy** of D&B Connect, enhancing risk assessments and ensuring reliable data management. - Users value the **quality B2B data coverage** of D&B Connect, benefiting from seamless integration and data enrichment features. **Cons:** - Users experience **limitations in tracking credits and matching contacts** , leading to inefficiencies and frustrations with D&B Connect. - Users express concern over the **steep learning curve** of D&B Connect, indicating a need for additional training and support. - Users note that D&B Connect is **expensive** , primarily benefiting larger enterprises while being challenging for smaller businesses. - Users find **limited functionality** in D&B Connect, particularly with contact matching and account creation processes. - Users are frustrated with the **outdated data** updates, which can take 24-48 hours to reflect changes. #### What Are Recent G2 Reviews of D&B Connect? **"[Flexibility to enable data governance and improve data quality for the business](https://www.g2.com/survey_responses/d-b-connect-review-12212327)"** **Rating:** 5.0/5.0 stars *— Avijit S.* [Read full review](https://www.g2.com/survey_responses/d-b-connect-review-12212327) --- **"[Seamless CRM Integration with Robust Data Enrichment](https://www.g2.com/survey_responses/d-b-connect-review-12328160)"** **Rating:** 4.5/5.0 stars *— Ramy A.* [Read full review](https://www.g2.com/survey_responses/d-b-connect-review-12328160) --- #### What Are G2 Users Discussing About D&B Connect? - [What are the benefits of vitamin d3?](https://www.g2.com/discussions/what-are-the-benefits-of-vitamin-d3) - 1 upvote - [What happens when your vitamin D is low?](https://www.g2.com/discussions/what-happens-when-your-vitamin-d-is-low) - 1 upvote - [How do we get vitamin D?](https://www.g2.com/discussions/how-do-we-get-vitamin-d) - [What does vitamin D do?](https://www.g2.com/discussions/what-does-vitamin-d-do) ### 14. [GetAccept](https://www.g2.com/products/getaccept/reviews) GetAccept is the #1 AI Digital Sales Room, built to help revenue teams run every deal like their best sales rep. It replaces scattered emails and static attachments with an AI-native workspace, bringing content, proposals, e-signing, and buyer communication together so sellers, buyers, and every stakeholder stay aligned on the latest documents, timelines, and next steps across the full sales cycle. GetAccept's AI analyses your meetings, calls, emails, CRM data, internal content, and publicly available data, and is trained to take action, building and updating personalized Digital Sales Rooms in minutes and keeping every rep on track with your sales process and methodology. Real-time tracking shows exactly how buyers engage with each deal, and native CRM integrations keep everything synced in the tools reps already use. GetAccept solves the problem of deals stalling between meetings in scattered email threads, static attachments, and manual admin. By giving sellers and buyers a single, trackable space to collaborate from first touch to signature, it helps revenue teams of every size to work smarter, close faster, and win more. Why revenue teams choose GetAccept  ↳ AI-powered enablement: auto-generate and surface the right content for each deal, stage, and stakeholder, grounded in your meetings, CRM, and internal knowledge.  ↳ AI-built sales rooms: spin up a personalized, interactive Digital Sales Room in minutes that keeps conversations, materials, and actions aligned.  ↳ Deal intelligence: turn buyer engagement signals into clear visibility and AI-guided next steps.  ↳ Proposals and e-signing built in: create, send, track, and close documents without leaving the room.  ↳ Connected to your stack: #1-rated native integrations with Salesforce, HubSpot, and Slack, plus 100+ more, keep activity synced everywhere automatically. Trusted by 5,000+ revenue teams, including Dealfront, ScaleWise, Samsung, and Chargebee. "This is a way for you to control the narrative, to make sure your reps are sticking to the process and helping your customers experience value instead of just product pitching." Remi Aaagaard Mørken, SVP of Sales, SalesScreen (100% increase in win rate) "Since I started using GetAccept, my sales process and communication with my prospects are way more project- and solution-oriented. They know where to find the content they need, and I can focus on providing solutions." Carolina Bräuninger, Senior Strategic Account Executive, Dealfront (67% decrease in sales cycle time) "If you haven't got something like GetAccept from a contracts perspective, but equally from a Deal Room perspective, then you're behind." Gavin Summer, Co-Founder, ScaleWise (51% increase in proposal-to-close rate) (edited) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,251 **How Do G2 Users Rate GetAccept?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Ease of Use:** 8.9/10 (Category avg: 8.8/10) - **Quality of Support:** 9.3/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind GetAccept?** - **Seller:** [GetAccept Inc.](https://www.g2.com/sellers/getaccept-inc) - **Company Website:** https://www.getaccept.com - **Year Founded:** 2015 - **HQ Location:** Palo Alto, CA - **Twitter:** @getaccept (1,433 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10154116/ (156 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Manager, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are GetAccept's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Customer Support (44 reviews) - Intuitive (38 reviews) - Helpful (35 reviews) - Time-saving (29 reviews) **Cons:** - Missing Features (13 reviews) - Limited Customization (9 reviews) - Difficult Editing (8 reviews) - Limited Features (7 reviews) - Poor Integration (7 reviews) ### What Do G2 Reviewers Say About GetAccept? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of GetAccept, highlighting its friendly support and seamless setup process. - Users commend the **responsive customer support** of GetAccept, enhancing their overall experience and satisfaction with the platform. - Users find GetAccept **intuitive and easy to use** , enabling smooth document management and enhancing client engagement. - Users value the **great customer service** from GetAccept, appreciating responsive support and ongoing product development. - Users appreciate the **time-saving features** of GetAccept, with everything easily accessible and automatable in one place. **Cons:** - Users note the lack of **dark mode** , which impacts comfort for those sensitive to bright screens. - Users have encountered **limited customization** options in GetAccept, leading to complications and inefficiencies in contract management. - Users find the **difficult editing** process in GetAccept clunky, impacting their ability to build complex solutions efficiently. - Users note **limited features** in GetAccept, causing frustration with customization and complex processes for proposals. - Users experience **poor integration** with GetAccept, encountering frequent errors and difficulties with outgoing forms and data validation. #### What Are Recent G2 Reviews of GetAccept? **"[GetAccept: a daily productivity accelerator](https://www.g2.com/survey_responses/getaccept-review-13042858)"** **Rating:** 5.0/5.0 stars *— Christelle A.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13042858) --- **"[GetAccept: A Game-Changer for Centralizing Sales Ops with HubSpot](https://www.g2.com/survey_responses/getaccept-review-13036866)"** **Rating:** 5.0/5.0 stars *— Franck T.* [Read full review](https://www.g2.com/survey_responses/getaccept-review-13036866) --- ### 15. [GPTfy:AI for Salesforce](https://www.g2.com/products/gptfy-ai-for-salesforce/reviews) GPTfy is an Agentforce alternative built 100% natively on Salesforce, fully declarative for organizations looking for an enterprise grade AI platform. It enables businesses to build, deploy, and manage autonomous AI agents without relying on external servers or disconnected tools. Designed for enterprises that prioritize governance, flexibility, and speed, GPTfy helps organizations scale Agentic AI adoption securely while maintaining full visibility and control. GPTfy combines BYOM flexibility, prompt-driven automation, AI agents, and deep Salesforce integration in one unified platform. Teams can converse with Salesforce to log emails, update records, generate intelligent responses, summarize data, automate workflows, execute CRUD operations, and leverage RAG-based knowledge retrieval directly within Salesforce. The platform also supports voice and telephony workflows, file analysis, dashboards, audit controls, and observability features for enterprise use cases across sales, service, compliance, and operations. GPTfy transforms emails, meetings, calls, documents, and CRM activities into actionable insights. Teams can identify pipeline risks, uncover customer sentiment, surface next-best-actions, and improve productivity directly inside Salesforce and Microsoft Copilot. AI agents can also automate customer support by resolving cases, logging root causes, creating knowledge articles, and deflecting support requests through 24/7 AI-powered engagement. With 100+ pre-built prompts and 20+ specialized AI agents, GPTfy helps organizations accelerate deployment and drive immediate business value. Built with enterprise-grade security, compliance, auditability, and governance controls, GPTfy enables organizations to operationalize AI securely while improving customer engagement, reducing manual work, and delivering real-time intelligence where teams already work. **Average Rating:** 4.6/5.0 **Total Reviews:** 22 **How Do G2 Users Rate GPTfy:AI for Salesforce?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.0/10 (Category avg: 8.8/10) - **Quality of Support:** 9.7/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind GPTfy:AI for Salesforce?** - **Seller:** [GPTfy](https://www.g2.com/sellers/gptfy) - **Year Founded:** 2023 - **HQ Location:** Chicago, Illinois, - **Twitter:** @gptfyai (33 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gptfy/ (32 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 52% Mid-Market, 30% Small-Business #### What Are GPTfy:AI for Salesforce's Pros and Cons? **Pros:** - Automation (1 reviews) - Automations (1 reviews) - Connectivity (1 reviews) - Customer Support (1 reviews) - Ease of Creation (1 reviews) **Cons:** - Complexity (2 reviews) - AI Limitations (1 reviews) - Automation Difficulty (1 reviews) - Difficult Customization (1 reviews) - Difficult Setup (1 reviews) ### What Do G2 Reviewers Say About GPTfy:AI for Salesforce? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation of tedious tasks** in GPTfy:AI for Salesforce, enhancing productivity and saving time and money. - Users value the **automation capabilities** of GPTfy:AI for Salesforce, enhancing productivity and saving valuable time and resources. - Users value the **seamless connectivity** of GPTfy:AI for Salesforce, enhancing productivity with smart, interactive conversation bots. - Users appreciate the **excellent customer support** provided by GPTfy:AI, enhancing their overall experience with Salesforce. - Users appreciate the **ease of creation** with GPTfy:AI for Salesforce, enabling quick and efficient bot development. **Cons:** - Users find the **automation flow complex** , making it challenging for new users to navigate integrations effectively. - Users find GPTfy: AI for Salesforce has **steep learning curves and high costs** , challenging for non-technical users and small businesses. - Users find the **automation flow slightly complex** , making it challenging for new users to understand and navigate effectively. - Users find the **difficult customization** of GPTfy:AI for Salesforce to hinder smooth integration processes. - Users find the **difficult setup** of GPTfy:AI for Salesforce challenging, complicating the integration process. #### What Are Recent G2 Reviews of GPTfy:AI for Salesforce? **"[Enhanced Flexibility and Cost Efficiency for Our Salesforce](https://www.g2.com/survey_responses/gptfy-ai-for-salesforce-review-12858955)"** **Rating:** 4.5/5.0 stars *— Vivaan L.* [Read full review](https://www.g2.com/survey_responses/gptfy-ai-for-salesforce-review-12858955) --- **"[Predictable Costs and Enterprise-Grade Testing Control with GPTfy](https://www.g2.com/survey_responses/gptfy-ai-for-salesforce-review-12826962)"** **Rating:** 4.5/5.0 stars *— Nitin C.* [Read full review](https://www.g2.com/survey_responses/gptfy-ai-for-salesforce-review-12826962) --- ### 16. [Commerce Studio by 1440](https://www.g2.com/products/commerce-studio-by-1440/reviews) Commerce Studio by 1440 helps multi-channel retailers break down data silos and maximize productivity behind a single Salesforce login. Scale your business by creating efficiencies with the tools you already use to manage Orders, Returns, Exchanges, Customer Support, Inventory, Suppliers, PIM, Dropship, 3PL and so much more. With powerful reporting and analytics, you'll soon realize the time-saving benefits of transforming your back office with Commerce Studio by 1440. **Average Rating:** 4.2/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Commerce Studio by 1440?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Ease of Use:** 9.0/10 (Category avg: 8.8/10) - **Quality of Support:** 8.9/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Commerce Studio by 1440?** - **Seller:** [Cloud Conversion](https://www.g2.com/sellers/cloud-conversion) - **Year Founded:** 2009 - **HQ Location:** Park City, UT - **Twitter:** @1440io (1,328 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1440io/ (37 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Small-Business, 24% Mid-Market #### What Are Recent G2 Reviews of Commerce Studio by 1440? **"[Becoming A Necessity](https://www.g2.com/survey_responses/commerce-studio-by-1440-review-4578038)"** **Rating:** 4.5/5.0 stars *— James M.* [Read full review](https://www.g2.com/survey_responses/commerce-studio-by-1440-review-4578038) --- **"[It’s a e-commerce CRM](https://www.g2.com/survey_responses/commerce-studio-by-1440-review-4986342)"** **Rating:** 5.0/5.0 stars *— Parshu R.* [Read full review](https://www.g2.com/survey_responses/commerce-studio-by-1440-review-4986342) --- #### What Are G2 Users Discussing About Commerce Studio by 1440? - [What is Commerce Studio by 1440 used for?](https://www.g2.com/discussions/what-is-commerce-studio-by-1440-used-for) ### 17. [Conga Sign](https://www.g2.com/products/conga-sign/reviews) Secure. Seamless. Scalable. Conga Sign delivers enterprise-grade eSignature experiences that are fully embedded, fully branded, and fully compliant- wherever business happens Most eSignature tools are rigid, unbranded, and hard to integrate. Conga Sign changes that. It enables secure, compliant, and fully customizable signing experiences embedded directly into your systems. With flexible deployment, global compliance, and full audibility, Conga Sign helps teams move faster, reduce risk, and deliver better customer experiences. Fast, Frictionless Signing Experiences To eliminate delays and manual handoffs, signatures can be captured instantly, via embedded portals, mobile devices, or automated workflows. Agreements are generated, signed, and stored without switching systems or emailing attachments, reducing turnaround time and improving accuracy. Branded, Trustworthy Transactions Full white-labeling allows organizations to remove third-party branding from the signing experience. This ensures every agreement reflects your brand, builds trust with customers, and reduces the risk of phishing or spam-related drop-off. Works Where You and Your Customers Work The solution integrates seamlessly into your existing ecosystem, including Salesforce, MS Dynamics, Workday, and custom applications or websites. With flexible deployment via web app, API, or pre-built connectors, teams can embed signing directly into workflows and customer-facing experiences. Secure, Compliant, and Audit-Ready Meets global compliance standards including ESIGN, UETA, eIDAS, HIPAA, and GDPR. Provides robust audit trails, tamper-proof controls, and advanced authentication methods such as SMS codes, ID verification, and knowledge-based authentication, ensuring every signature is legally defensible. Flexible Deployment Across Teams and Systems Whether used by Sales, Legal, Finance, or Operations, the solution adapts to your business needs. It supports multiple deployment models from standalone use to embedded flows, making it easy to scale across departments without complex implementation. Scales from One to Millions From one-off agreements to high-volume onboarding or billing cycles, the platform handles large volumes of signatures with ease. Supports batch sending, time- or action-triggered workflows, and automated delivery, enabling teams to execute agreements at scale without sacrificing speed or control. Automated and Embedded Workflows A good eSignature solution doesn’t just capture signatures, it powers end-to-end agreement workflows. Agreements can be generated, signed, routed, and stored automatically, with data flowing back into your CRM or ERP. This creates a seamless experience for employees and customers, reducing operational overhead and accelerating revenue. Authentication Options: Email Authentication SMS PIN Secret Question Challenge Knowledge-Based Authentication (KBA) Login Credentials (including SSO) Government ID Check Biometric Comparison Certifications & Security Compliance Standards - Conga Sign meets leading industry standards for data protection and compliance: SOC 2 ISO 27001 FedRAMP GDPR HIPAA Connectors & Integrations - Conga Sign works out-of-the-box with major enterprise systems, including: Salesforce & Salesforce CPQ SharePoint Workday SMART Communications Guidewire PEGA Laserfiche Microsoft Dynamics CRM Box Why Conga Sign Stands out in the eSignature market: Brand-first experience: No third-party logos or domains — your brand stays front and center. Flexible integration: Works with any CRM, ERP, or portal via API or pre-built connectors. Compliance confidence: Meets global standards with full audit trails and secure authentication. Better value: 30–40% lower cost than leading competitors, with no feature gating. Part of a broader solution: Seamlessly connects with Conga Composer, CPQ, and CLM for end-to-end agreement workflows. **Average Rating:** 4.3/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Conga Sign?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) - **Ease of Use:** 8.2/10 (Category avg: 8.8/10) - **Quality of Support:** 8.6/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Conga Sign?** - **Seller:** [Conga](https://www.g2.com/sellers/conga) - **Year Founded:** 2006 - **HQ Location:** 3200 Kirby Dr., Suite 500, Houston, TX 77098 - **LinkedIn® Page:** https://www.linkedin.com/company/conga/ (2,116 employees on LinkedIn®) - **Phone:** (303) 465-1616 **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 45% Mid-Market, 31% Enterprise #### What Are Conga Sign's Pros and Cons? **Pros:** - Convenience (1 reviews) - Ease of Use (1 reviews) - Easy Setup (1 reviews) - Easy Signing (1 reviews) - Integrations (1 reviews) **Cons:** - E-Signature Issues (2 reviews) - Signature Issues (2 reviews) - Delays (1 reviews) - Interface Usability (1 reviews) - Not Intuitive (1 reviews) ### What Do G2 Reviewers Say About Conga Sign? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **convenience** of Conga Sign, streamlining the contract execution process effortlessly. - Users find Conga Sign to be an **easy and convenient** tool for executing contracts efficiently. - Users find Conga Sign's **easy setup** convenient for quickly executing contracts without hassle. - Users find that Conga Sign offers **easy signing** , streamlining the process of executing contracts efficiently. - Users value the **seamless integrations** of Conga Sign, enhancing functionality and streamlining workflows with Salesforce and Conga Legal. **Cons:** - Users face **e-signature issues** , experiencing delays and poor UX due to lost signing envelopes and email restrictions. - Users report **signing limitations** with Conga Sign, leading to lost envelopes and a poor user experience. - Users often face **delays** in signing, with lost envelopes causing frustration and hindering the overall experience. - Users often face **poor interface usability** with Conga Sign, leading to lost signing envelopes and delays. - Users find Conga Sign to have a **not intuitive user experience** , causing confusion and delayed signing processes. #### What Are Recent G2 Reviews of Conga Sign? **"[Easy CRM Integration, Automation, and Time-Saving Customizable Templates](https://www.g2.com/survey_responses/conga-sign-review-12668017)"** **Rating:** 4.0/5.0 stars *— Tawfeeq A.* [Read full review](https://www.g2.com/survey_responses/conga-sign-review-12668017) --- **"[Easy to Use and Integrated with SalesForce for Fast Contract Sending](https://www.g2.com/survey_responses/conga-sign-review-12459314)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/conga-sign-review-12459314) --- #### What Are G2 Users Discussing About Conga Sign? - [Is Conga sign free?](https://www.g2.com/discussions/is-conga-sign-free) - 1 comment - [Is Conga sign secure?](https://www.g2.com/discussions/is-conga-sign-secure) - [Can you use Conga sign outside of Salesforce?](https://www.g2.com/discussions/can-you-use-conga-sign-outside-of-salesforce) - [What is a conga sign?](https://www.g2.com/discussions/what-is-a-conga-sign) ### 18. [Rollup Helper](https://www.g2.com/products/passage-technology-rollup-helper/reviews) Roll up any information in Salesforce with clicks and not code. With Rollup Helper, you can roll-up any Salesforce® data: Quickly configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy, multi-currency roll-ups and more. Roll up the data your users need on records, list views, or reports! Get around rollup limitations. -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters. No-code Salesforce® admin productivity platform. -Use results in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy. -Find settings easily through search or rollup groups. An indispensable rollup solution for Salesforce -Rollup millions of records in Salesforce. -Scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge. Build reports and trigger intelligent data-driven workflows. -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or segment. Starter Tier Additional Features: -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting **Average Rating:** 4.3/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Rollup Helper?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Ease of Use:** 8.6/10 (Category avg: 8.8/10) - **Quality of Support:** 8.5/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Rollup Helper?** - **Seller:** [Passage Technology](https://www.g2.com/sellers/passage-technology-639e8892-81c9-4889-99b8-762b61377a18) - **Year Founded:** 2008 - **HQ Location:** Lake Forest, IL - **Twitter:** @passagetech (402 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/681047/ (30 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Mid-Market, 24% Small-Business #### What Are Recent G2 Reviews of Rollup Helper? **"[Very Useful and Easy to Learn](https://www.g2.com/survey_responses/rollup-helper-review-5221407)"** **Rating:** 4.5/5.0 stars *— Veronica K.* [Read full review](https://www.g2.com/survey_responses/rollup-helper-review-5221407) --- **"[Rollup Helper Review](https://www.g2.com/survey_responses/rollup-helper-review-5203238)"** **Rating:** 4.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/rollup-helper-review-5203238) --- #### What Are G2 Users Discussing About Rollup Helper? - [What is Rollup Helper used for?](https://www.g2.com/discussions/what-is-rollup-helper-used-for) ### 19. [Loopio](https://www.g2.com/products/loopio/reviews) Loopio is the most highly-trusted response management software, helping enterprise businesses supercharge and scale their response process for RFPs, RFIs, Security Questionnaires, and more. Loopio streamlines manual and time-consuming processes through: Confident Answers: Our AI-powered library connects to preferred content sources, enabling teams to craft tailored responses, populate trustworthy answers, and ensure accuracy across every proposal. Effortless Projects: AI-driven automation helps teams seamlessly import and export complex document formats, track high-volume proposal pipelines, and respond to portal-based RFPs with ease. Seamless Collaboration: Our vast integrations break down departmental silos, allowing responders to engage with SMEs, centralize multi-stakeholder feedback, and deliver vetted content—all within an existing tech stack. Strategic Insights: Loopio transforms the response process into a data-driven operation by providing the visibility needed to monitor content health, identify winning trends, and measure business impact. At the heart of our enterprise RFP platform is Response Intelligence™, Loopio’s proprietary machine learning technology. It surfaces insights and makes recommendations in the response process to help responders work smarter and create winning proposals, making it the easiest RFP response solution to use on the market. The proof is in the numbers. Loopio customers experience: ■ 51% more RFP responses completed ■ 42% in time savings ■ And 85% win more business Loopio’s RFP software is trusted by 1,700+ leading companies to respond faster, improve response quality, and win more business. We’d love for you to be one of them. **Average Rating:** 4.6/5.0 **Total Reviews:** 803 **How Do G2 Users Rate Loopio?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Quality of Support:** 9.4/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Loopio?** - **Seller:** [Loopio Inc.](https://www.g2.com/sellers/loopio-inc) - **Company Website:** https://www.loopio.com - **Year Founded:** 2014 - **HQ Location:** Toronto - **Twitter:** @loopioinc (1,664 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5020707/ (301 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Proposal Manager, Bid Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 51% Mid-Market, 34% Enterprise #### What Are Loopio's Pros and Cons? **Pros:** - Ease of Use (142 reviews) - Time-saving (95 reviews) - Efficiency (90 reviews) - Features (84 reviews) - Intuitive (70 reviews) **Cons:** - Missing Features (32 reviews) - Limitations (28 reviews) - Limited Features (26 reviews) - Inaccurate Responses (25 reviews) - Formatting Issues (24 reviews) ### What Do G2 Reviewers Say About Loopio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Loopio, enhancing team collaboration and streamlining proposal management. - Users love Loopio for its **time-saving capabilities** , allowing teams to quickly handle multiple proposals efficiently. - Users praise Loopio for its **exceptional efficiency** , dramatically reducing time spent on RFP responses and improving collaboration. - Users value the **user-friendly search engine** and collaboration tools in Loopio, enhancing efficiency and team communication. - Users value Loopio for its **intuitive design** , enhancing collaboration and making proposal management simple and efficient. **Cons:** - Users note the **missing features** in Loopio, particularly in Word mapping and proposal functionality, hindering effectiveness. - Users face **limitations with complex Excel mapping** , which can hinder efficiency and complicate data management. - Users express frustration with **limited features** in Loopio, particularly affecting document handling and integrations. - Users often face **inaccurate responses** from Loopio, creating challenges in finding the correct information when needed. - Users find that **formatting issues** often require manual cleanup, impacting the efficiency of their document preparation. #### What Are Recent G2 Reviews of Loopio? **"[Hands down the best tool for B2B Proposals, RFPs, and Security Questionnaires on the market](https://www.g2.com/survey_responses/loopio-review-8308614)"** **Rating:** 5.0/5.0 stars *— Rob W.* [Read full review](https://www.g2.com/survey_responses/loopio-review-8308614) --- **"[Improving Workflow Efficiency with Loopio](https://www.g2.com/survey_responses/loopio-review-12035437)"** **Rating:** 5.0/5.0 stars *— Amanda K.* [Read full review](https://www.g2.com/survey_responses/loopio-review-12035437) --- #### What Are G2 Users Discussing About Loopio? - [What is Loopio used for?](https://www.g2.com/discussions/what-is-loopio-used-for) - 1 comment - [What is Avnio RFx used for?](https://www.g2.com/discussions/what-is-avnio-rfx-used-for) - [What is Avnio Tables used for?](https://www.g2.com/discussions/what-is-avnio-tables-used-for) ### 20. [123FormBuilder](https://www.g2.com/products/123formbuilder/reviews) 123FormBuilder is a versatile and innovative form builder used by over 2 million individuals and businesses around the world to automate data collection processes and workflows. The forms are easy to build and even simpler to maintain, so you never have to worry about how to stay on top of things again. Here’s how it works: the drag & drop interface allows you to easily create forms, surveys, polls, and quizzes, all without ever having to write a single line of code. (Phew, right?) Just add the fields, set up the custom email notifications, and distribute the form... That’s it! Data and payment collection and management have never been easier. And, know what else? 123FormBuilder integrates with more tools than any other online form builder, too. That means no more time spent exporting, importing, and manually entering data! Simply select the app or payment gateway you want, and integrate instantly. No need to worry about privacy, either. 123FormBuilder takes data protection and security seriously and is fully GDPR and HIPAA compliant, so you get both peace of mind and complete control over your data storage. Search through the 1,900+ templates and take what you need. It’s probably in there. If you still have tools all over the screen, this is your sign to put them all aside. 123FormBuilder has rolled it all into one and made it as easy as 1-2-3 to use. Whether you’re part of a small business looking to simplify your internal processes or a large company aiming for a customized Enterprise package, you’re covered now. **Average Rating:** 4.5/5.0 **Total Reviews:** 175 **How Do G2 Users Rate 123FormBuilder?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.1/10) - **Ease of Use:** 9.0/10 (Category avg: 8.8/10) - **Quality of Support:** 8.6/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind 123FormBuilder?** - **Seller:** [123FormBuilder](https://www.g2.com/sellers/123formbuilder) - **Year Founded:** 2008 - **HQ Location:** Timisoara, Romania - **Twitter:** @123formbuilder (3,297 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1897044 (32 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Small-Business, 21% Mid-Market #### What Are 123FormBuilder's Pros and Cons? **Pros:** - Ease of Creation (5 reviews) - Ease of Use (5 reviews) - Customizability (3 reviews) - Easy Integrations (3 reviews) - Features (3 reviews) **Cons:** - Delays (2 reviews) - Form Design (2 reviews) - Learning Curve (2 reviews) - Difficult Customization (1 reviews) - Form Complexity (1 reviews) ### What Do G2 Reviewers Say About 123FormBuilder? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of creation** with 123FormBuilder, enabling them to publish forms quickly and intuitively. - Users appreciate the **ease of use** of 123FormBuilder, allowing quick form creation without technical hassles. - Users value the **customizability** of 123FormBuilder, allowing for tailored solutions and seamless integrations for various needs. - Users value the **easy integrations** of 123FormBuilder, which simplify data collection and enhance overall functionality. - Users value the **simplicity and efficiency** of 123FormBuilder, which enhances form creation and data collection significantly. **Cons:** - Users often face **delays** during form integration and experience bugs that hinder their workflow, especially under pressure. - Users find the **limited form design flexibility** can hinder custom layouts and lead to occasional bugs during development. - Users find the **steep learning curve** of 123FormBuilder frustrating, especially when managing integrations and user setup. - Users find **difficult customization** limits form design flexibility, making the creation of unique layouts restrictive. - Users experience **form complexity** due to occasional bugs and difficulties with URL redirects during updates. #### What Are Recent G2 Reviews of 123FormBuilder? **"[Effortless Form Creation Without Coding](https://www.g2.com/survey_responses/123formbuilder-review-12053576)"** **Rating:** 4.0/5.0 stars *— Naafay M.* [Read full review](https://www.g2.com/survey_responses/123formbuilder-review-12053576) --- **"[Intuitive form creation, varied templates, and very practical integrations](https://www.g2.com/survey_responses/123formbuilder-review-12495067)"** **Rating:** 4.5/5.0 stars *— Evan d.* [Read full review](https://www.g2.com/survey_responses/123formbuilder-review-12495067) --- #### What Are G2 Users Discussing About 123FormBuilder? - [What is 123FormBuilder used for?](https://www.g2.com/discussions/what-is-123formbuilder-used-for) - 1 comment ### 21. [apsona](https://www.g2.com/products/apsona/reviews) Welcome to the world of Apsona where your biggest Salesforce data management challenges meet their solutions. Elevate your Salesforce experience with Apsona's powerful add-ons, designed to simplify data reporting, manipulation, and integration. Join thousands of Salesforce users like you who trust Apsona for their data management needs. Experience the ease, reclaim 25% of your Salesforce day and boost productivity with our robust features. **Average Rating:** 3.9/5.0 **Total Reviews:** 14 **How Do G2 Users Rate apsona?** - **Has the product been a good partner in doing business?:** 6.1/10 (Category avg: 9.1/10) - **Ease of Use:** 6.2/10 (Category avg: 8.8/10) - **Quality of Support:** 7.1/10 (Category avg: 9.1/10) - **Ease of Admin:** 5.3/10 (Category avg: 8.6/10) **Who Is the Company Behind apsona?** - **Seller:** [Apsona](https://www.g2.com/sellers/apsona) - **Year Founded:** 2009 - **HQ Location:** Santa Clara, CA - **Twitter:** @apsona4sfdc (504 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/396723/ (39 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management - **Company Size:** 47% Small-Business, 47% Mid-Market #### What Are Recent G2 Reviews of apsona? **"[Apsona Fan](https://www.g2.com/survey_responses/apsona-review-4628525)"** **Rating:** 4.5/5.0 stars *— Rob O.* [Read full review](https://www.g2.com/survey_responses/apsona-review-4628525) --- **"[Versatile, Fast Tool with Simple UI and Excellent Support](https://www.g2.com/survey_responses/apsona-review-12848597)"** **Rating:** 5.0/5.0 stars *— James P.* [Read full review](https://www.g2.com/survey_responses/apsona-review-12848597) --- #### What Are G2 Users Discussing About apsona? - [What is apsona used for?](https://www.g2.com/discussions/what-is-apsona-used-for) ### 22. [DESelect](https://www.g2.com/products/deselect/reviews) DESelect is a plugin to Salesforce Marketing Cloud, which makes it easy for marketers to create campaign segmentations with no SQL queries experience. DESelect enables marketers to optimize their campaign's personalization by creating segments without dependency on third-party consultants, the IT department, technical marketers, FTP programs, or Excel. DESelect allows marketers to save time to focus on value-adding activities. Key functionality: - Drag-and-drop interface to easily select data extensions and fields, create relations between data extensions, add filters and define the fields in your results - Build complex segmentations in a user-friendly UI - Automatically create the target data extension to which the results will be written - Preview the results of your segmentation, and get a view on the total number of results before sending out the campaign **Average Rating:** 4.9/5.0 **Total Reviews:** 14 **How Do G2 Users Rate DESelect?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.1/10) - **Ease of Use:** 9.7/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind DESelect?** - **Seller:** [DESelect](https://www.g2.com/sellers/deselect) - **Year Founded:** 2019 - **HQ Location:** Antwerp, Flemish Region - **Twitter:** @deselect_app (137 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/deselect/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Higher Education - **Company Size:** 43% Enterprise, 43% Mid-Market #### What Are Recent G2 Reviews of DESelect? **"[Must have tool for Marketing Cloud](https://www.g2.com/survey_responses/deselect-review-8306020)"** **Rating:** 5.0/5.0 stars *— Nicolas P.* [Read full review](https://www.g2.com/survey_responses/deselect-review-8306020) --- **"[Great addition to Marketing Cloud](https://www.g2.com/survey_responses/deselect-review-9122609)"** **Rating:** 5.0/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/deselect-review-9122609) --- #### What Are G2 Users Discussing About DESelect? - [What is DESelect used for?](https://www.g2.com/discussions/what-is-deselect-used-for) ### 23. [Kulturra.com](https://www.g2.com/products/kulturra-com/reviews) Salesforce Payment Processing Solution Kulturra is a native, top-rated payment processing solution for Salesforce. Trusted by thousands of users since 2012, Kulturra enables businesses to accept, manage, and automate credit card and ACH transactions directly within their CRM. With a secure, no-code infrastructure and native support for over 120+ global payment gateways, Kulturra serves as the ultimate payment engine for Salesforce users. Main Functionality: Complete Payment Management Kulturra’s primary capabilities focus entirely on comprehensive payment processing, flexible gateway routing, and native transaction control: ✅ Omnichannel Payment Acceptance: Process credit card and ACH payments seamlessly anywhere inside Salesforce. Your customers can pay instantly online or physical payment terminal. ✅ Instant Payment Request Links: Generate and send secure "click-to-pay" links directly to customers for fast, credit card or ACH payments. ✅ Full Merchant Transaction Control: Native buttons to execute essential payment actions with zero friction: Charge, Authorize, Void, Refund, and Advance Payments. ✅ High-Volume and Structured Collections: Built-in tools for processing high-volume Batch Payments and managing customer Installments. ✅ No-Code UI Components: Features a pre-built, drag-and-drop payment component, allowing teams to accept payments out-of-the-box with absolutely no coding required. ✅ Unmatched Gateway Flexibility: Choose your preferred merchant processor. Kulturra integrates with over 120+ credit card processors, including Stripe, Authorize.Net, PayPal, CyberSource, Forte, Adyen, Moneris, CardConnect, and NMI. Enterprise Security and Compliance ✅ PCI Compliant: Kulturra safeguards sensitive credit card and bank information using native Encrypted Fields and Tokenization, ensuring your Salesforce payment workflows meet strict global security standards. **Average Rating:** 5.0/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Kulturra.com?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.4/10 (Category avg: 8.8/10) - **Quality of Support:** 10.0/10 (Category avg: 9.1/10) - **Ease of Admin:** 9.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Kulturra.com?** - **Seller:** [Kulturra.com](https://www.g2.com/sellers/kulturra-com) - **Year Founded:** 2012 - **HQ Location:** Torrance, CA - **Twitter:** @Kulturra (210 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kulturra.com/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 68% Small-Business, 29% Mid-Market #### What Are Kulturra.com's Pros and Cons? **Pros:** - Customer Support (9 reviews) - Response Time (7 reviews) - Customer Satisfaction (4 reviews) - Ease of Use (4 reviews) - Salesforce Integration (4 reviews) **Cons:** - Connection Issues (1 reviews) - Difficult Customization (1 reviews) - Form Design (1 reviews) - Integration Issues (1 reviews) - Lack of Customization (1 reviews) ### What Do G2 Reviewers Say About Kulturra.com? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **exceptional responsiveness** of Kulturra's customer support, providing quick and effective solutions every time. - Users praise the **fast response time** of Kulturra's support team, appreciating quick and effective resolutions to their issues. - Users praise the **exceptional customer support** of Kulturra, noting quick responses and effective solutions to their issues. - Users love the **ease of use** of Kulturra, praising its user-friendly features and responsive support team. - Users appreciate the **outstanding support** of Kulturra, highlighting fast response times and deep product knowledge. **Cons:** - Users experience **connection issues** between Kulturra and Salesforce, leading to occasional communication errors that disrupt usage. - Users find the **difficult customization** of payment links and invoices limits their design flexibility and ease of use. - Users find the **form design limitations** frustrating, lacking a modern drag-and-drop interface for customization. - Users experience occasional **communication errors** between Kulturra and Salesforce, possibly due to flow issues with Salesforce. - Users express frustration with the **lack of customization** options for payment links and invoices on Kulturra.com. #### What Are Recent G2 Reviews of Kulturra.com? **"[Streamlined Payments with Extraordinary Support](https://www.g2.com/survey_responses/kulturra-com-review-12136974)"** **Rating:** 5.0/5.0 stars *— Belen M.* [Read full review](https://www.g2.com/survey_responses/kulturra-com-review-12136974) --- **"[Easy to Use, Smooth Implementation, and Outstanding Support from Kulturra](https://www.g2.com/survey_responses/kulturra-com-review-12469938)"** **Rating:** 5.0/5.0 stars *— Ryan J.* [Read full review](https://www.g2.com/survey_responses/kulturra-com-review-12469938) --- ### 24. [Myko](https://www.g2.com/products/myko-ai-myko/reviews) A voice powered operating system for sellers to interact with their CRM. Myko connects to CRMs like Salesforce, Veeva, and Microsoft Dynamics and enables sellers to do anything they would typically do in the UI, through voice while they are in the field. For outside sales reps that are on the road - Myko's voice powered operating system enables them to be more productive and spend time focusing on customers. A key pain point for reps in the field is the challenges they face using the Salesforce Mobile App, or various CRMs from their phones or tables. With Myko - anything your team needs to do in the CRM they can do using voice. Perfect for field sales teams looking to boost sales efficiency and capture more information from the front lines. Myko can do everything from: Quoting Activity logging Updating Opportunities Ordering samples Capturing market data Creating new contacts Logging information on accounts And more... Myko also includes an intelligent territory mapping system to ensure your reps are talking to the right accounts / contacts. Myko also can help sellers prepare for meetings in advance. Combining data from your CRM, customer system and/or BI data. Ensuring teams are prepared before any customer meeting with all of the information they need right at their fingertips. By connecting data sources across systems, Myko creates one unified voice layer for sellers to interact with through voice. The power voice to CRM technology was built to save time so reps can focus on what they do best, closing more deals. **Average Rating:** 5.0/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Myko?** - **Ease of Use:** 9.3/10 (Category avg: 8.8/10) - **Quality of Support:** 9.8/10 (Category avg: 9.1/10) **Who Is the Company Behind Myko?** - **Seller:** [Myko AI](https://www.g2.com/sellers/myko-ai) - **Company Website:** https://www.myko.ai - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/myko-ai (11 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 53% Enterprise, 12% Mid-Market #### What Are Myko's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Salesforce Integration (8 reviews) - Features (6 reviews) - Efficiency (5 reviews) - Time-saving (5 reviews) **Cons:** - Difficult Learning (2 reviews) - Inaccurate Data (2 reviews) - Learning Curve (2 reviews) - Chat Functionality Issues (1 reviews) - Complexity (1 reviews) ### What Do G2 Reviewers Say About Myko? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Myko, finding it intuitive and efficient for managing Salesforce updates. - Users value the **time-saving Salesforce integration** of Myko, enhancing efficiency and simplifying daily tasks significantly. - Users appreciate the **time-saving features** of Myko, streamlining processes and significantly boosting their productivity with Salesforce. - Users are impressed by Myko’s **efficiency in streamlining updates** , significantly reducing time spent on tasks and enhancing productivity. - Users praise Myko for its **time-saving capabilities** , significantly reducing task durations and boosting overall productivity. **Cons:** - Users report a significant **learning curve** with Myko, making initial setup and usage more challenging than expected. - Users experience **inaccurate data** occasionally, requiring manual corrections despite improvements over traditional input methods. - Users experience a **steep learning curve** with Myko, requiring time to master voice prompts and setups. - Users desire a **more direct chat functionality** with Myko, bypassing Slack for convenience and efficiency. - Users often face a **learning curve** with Myko, making the initial setup and usage more challenging. #### What Are Recent G2 Reviews of Myko? **"[Easy Work Tracking with Flawless Salesforce Integrations and Smart AI](https://www.g2.com/survey_responses/myko-review-12969330)"** **Rating:** 5.0/5.0 stars *— Jake K.* [Read full review](https://www.g2.com/survey_responses/myko-review-12969330) --- **"[Myko Is a Huge Time-Saver for Salesforce Tasks](https://www.g2.com/survey_responses/myko-review-13091220)"** **Rating:** 5.0/5.0 stars *— Tram T.* [Read full review](https://www.g2.com/survey_responses/myko-review-13091220) --- ### 25. [Titan Docs](https://www.g2.com/products/titandocs/reviews) Titan Docs Suite is a no-code document generation solution built right inside Salesforce, designed to talk directly to your CRM. Trusted by thousands of businesses worldwide, Titan Docs lets you generate personalized documents, e-signatures, and proposals, while tracking everything in one place. Titan Docs integrates with Titan’s full suite of declarative tools to create any digital experience within Salesforce. With Titan Experience Studio and Forms, you can build personalized portals, single-page web apps, and forms. Titan Enterprise offers a fully integrated solution for large-scale operations, including contract lifecycle management. With HIPAA-compliant storage, all data kept securely in Salesforce, smart templates, and legally binding e-signatures, Titan Docs Suite has the tools your business needs to scale. Say goodbye to middlemen, second databases, and clunky tools—Titan Docs keeps everything streamlined and in one place. **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Titan Docs?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Ease of Use:** 9.1/10 (Category avg: 8.8/10) - **Quality of Support:** 8.9/10 (Category avg: 9.1/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Titan Docs?** - **Seller:** [Titan](https://www.g2.com/sellers/titan-546f744e-667d-45a5-9061-8fe0bac331e6) - **Company Website:** https://titandxp.com - **Year Founded:** 2014 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @TitanDXP (15 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/formtitan/posts/?feedView=all (199 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management - **Company Size:** 45% Mid-Market, 34% Small-Business #### What Are Titan Docs's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Customer Support (10 reviews) - Easy Setup (9 reviews) - Salesforce Integration (9 reviews) - Integrations (8 reviews) **Cons:** - Learning Curve (6 reviews) - Missing Features (4 reviews) - Steep Learning Curve (4 reviews) - Complexity (3 reviews) - Difficulty (2 reviews) ### What Do G2 Reviewers Say About Titan Docs? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Titan Docs, enjoying the effortless document creation and integration with Salesforce. - Users praise the **exceptional customer support** of Titan Docs, facilitating seamless implementation and management experiences. - Users find the **easy setup** of Titan Docs beneficial for integrating Salesforce data into their documents seamlessly. - Users appreciate the **seamless Salesforce integration** of Titan Docs, enhancing document creation and workflow efficiency. - Users praise the **seamless Salesforce integration** of Titan Docs, enhancing efficiency and workflow through automated data handling. **Cons:** - Users find the **steep learning curve** of Titan Docs challenging, leading to frequent support requests for assistance. - Users encounter **missing features** and challenges with slow performance and document formatting inconsistencies in Titan Docs. - Users report a **steep learning curve** with Titan Docs, finding the complex system difficult to master initially. - Users find the **complexity** of Titan Docs challenging, facing a steep learning curve and setup difficulties. - Users find the **difficulty** in navigating Titan Docs can lead to reliance on support, complicating the experience. #### What Are Recent G2 Reviews of Titan Docs? **"[Easy Document Setup, Needs Better Naming Controls](https://www.g2.com/survey_responses/titan-docs-review-12377843)"** **Rating:** 4.0/5.0 stars *— Scott R.* [Read full review](https://www.g2.com/survey_responses/titan-docs-review-12377843) --- **"[Titan Docs: Effortless Salesforce-Connected PDFs with Fast, Reliable One-Click Automation](https://www.g2.com/survey_responses/titan-docs-review-12621456)"** **Rating:** 5.0/5.0 stars *— Ryan M.* [Read full review](https://www.g2.com/survey_responses/titan-docs-review-12621456) --- ## What Is Salesforce AppExchange Apps? [Marketplace Apps](https://www.g2.com/categories/marketplace-apps) ## What Software Categories Are Similar to Salesforce AppExchange Apps? - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) --- ## How Do You Choose the Right Salesforce AppExchange Apps? ### What You Should Know About Salesforce Appexchange Apps Software ### What is Salesforce Appexchange Apps Software? The Salesforce AppExchange contains third-party apps and services that operate within the Salesforce platform. This means that every app developed for this marketplace is made specifically for Salesforce users. These apps extend usage of Salesforce by offering features the platform doesn’t already have. For example, a business may want to streamline their document signature process by having an electronic document signature feature within Salesforce, as opposed to purchasing a completely separate document signature product. Besides applications, the AppExchange offers several application components which are the building blocks to create an app without code. It also offers many different app templates and workflow solutions. The marketplace offers Salesforce Lab applications; these applications are built by Salesforce employees. Through the Partner Program, the AppExchange gives developers or vendors a central place to publish apps for Salesforce. The process of creating an app for this marketplace starts with a developer or vendor creating a custom application that is helpful for businesses. From there, developers can share their applications with other Salesforce users by registering and publishing the app on the Salesforce AppExchange. Developers can create demos of their apps, allowing others to see what it can offer before installing the application. Throughout this entire process, the developer works with a Salesforce Partner administrator who helps build, distribute, and market the application. Salesforce Partner administrators help make sure the product performs as intended. Key Benefits of Salesforce Appexchange Apps Software - Extends Salesforce features - Allows users to browse and download thousands of different applications for different use cases - Saves money for users that choose different applications or extensions over a full product ### Why Use Salesforce Appexchange Apps Software? Applications on the AppExchange are built for integration in Salesforce. Businesses that prefer to have most of their tools accessible in a single platform will find this more appealing than purchasing separate products. The AppExchange makes it easy to obtain the application or extension once downloaded by the user. Whether the app is free or paid, the user must download the product for it to appear on Salesforce. Third-party installations, consultations, or integration specialists are not required. However, the AppExchange offers easy access to services including Salesforce consultants. Using the AppExchange is a simple solution for businesses that already have Salesforce implemented. The Salesforce AppExchange is appealing to users because of its marketplace. Users can browse thousands of applications at their leisure and reference reviews, recorded demos, case studies, white papers, and other useful information on the product’s AppExchange profile. Users can save products and reference their saved products on a single page to compare them. In addition, users trust the marketplace due to the lengthy application publishing process and access to real user reviews. ### Who Uses Salesforce Appexchange Apps Software? The general public can browse and demo AppExchange listings. However, to have permission to install AppExchange apps, Salesforce admins and other users need different permissions. **General public —** The general public can use the Salesforce AppExchange to browse different tools and software. They can also demo different listings. **Developers —** Developers need specific permissions to publish or upload their application to the Salesforce AppExchange. They might use the AppExchange to offer a demo of their application as well. This allows them to receive feedback about the application before it’s fully done. **Software buyers —** Many software buyers that use Salesforce will use the Salesforce AppExchange to browse available tools and demo different integrations before they embed them within their business’s workflow. ### Kinds of Salesforce Appexchange Apps Software The Salesforce AppExchange holds thousands of applications—that number grows every day. There are several main categories each application and extension is under for organizational purposes. **Finance tools —** Finance applications range from accounting applications to invoice processing tools. Corporate finance and accounting teams benefit from integrating finance tools within Salesforce, especially since the CRM data syncs seamlessly with the finance apps, making accounting and financial management workflows run smoothly. **HR tools —** Applications in the marketplace that cater to the human resources industry offer many tools for different HR situations. Popular tools include organizational chart creators, recruitment trackers and employee onboarding tools. **Sales tools —** Since Salesforce is a sales tool, sales applications from the Salesforce AppExchange Marketplace offer tools with niche abilities that integrate with the native platform. Tools including e-signature, sales territory assignment, and quote management tools are popular tools amongst sales teams. **Customer service tools —** Customer service tools on the AppExchange help customer support teams expand the existing customer support features included in Salesforce. Tools that help customer service teams range from automatic dialers to [survey tools](https://www.g2.com/categories/survey) and [online form builders](https://www.g2.com/categories/online-form-builder) for efficient customer feedback. **IT and admin tools —** IT and admin tools on the AppExchange cater to IT and administrative professionals. These tools streamline specific processes within Salesforce. This category usually offers feedback tools and product connectors that measure specific product issues, as well as tools that automate simple technological requests. **Marketing tools —** Marketing tools on the AppExchange help streamline marketing workflows related to email marketing and product marketing. Tools that users benefit from include online form builders, surveys and email or SMS marketing workflow automation. **Integration tools —** Integration tools help users easily integrate existing product features into Salesforce. These applications are often called connectors. For example, a business might want to sync data from one product to Salesforce. That business could find a marketplace application for that specific product and that specific task. ### Potential Issues with Salesforce Appexchange Apps Software Despite offering thousands of applications, it’s still possible for users to come up short when searching for an application to fit their needs. This could be because the product the user has in mind is too niche or isn’t available yet. Users that can’t find an application to suit their needs should consider that the marketplace is an ever-growing entity and new applications appear constantly. ### Software and Services Related to Salesforce Appexchange Apps Software The AppExchange is one of many marketplaces users can visit for third-party applications: [**ServiceNow Marketplace Apps**](https://www.g2.com/categories/servicenow-store-apps) **—** Like the Salesforce AppExchange, ServiceNow Marketplace Apps are third-party applications that integrate with ServiceNow. Users can access this marketplace on the ServiceNow store and browse thousands of applications to enhance their ServiceNow experience. [**G Suite Marketplace**](https://www.g2.com/categories/g-suite-marketplace) **—** The G Suite Marketplace has applications specifically made for G Suite products. These applications can be downloaded in the marketplace and integrated in the G Suite application. Applications include productivity tools, creative tools, and marketing tools. [**VR marketplace**](https://www.g2.com/categories/vr-marketplace) **—** A VR marketplace is an online marketplace platform that allows users to explore VR content that integrates with their VR hardware. Similar to application marketplaces, this platform allows users to browse and download VR content. [**Salesforce CRM document generation software**](https://www.g2.com/categories/salesforce-crm-document-generation) **—** Salesforce CRM document generation software is a third-party solution for Salesforce users. It allows users to generate, customize, edit, and produce data driven documents within the platform. --- ## What Are the Most Common Questions About Salesforce AppExchange Apps? ### What are the average costs of Salesforce AppExchange Apps? The average costs of Salesforce AppExchange Apps vary significantly, with many apps priced between $10 to $300 per user per month. Some popular apps like DocuSign for Salesforce and Conga Composer have pricing tiers that reflect their feature sets, with entry-level options starting around $15 per user per month, while more comprehensive solutions can exceed $200 per user per month. Additionally, many apps offer free trials or tiered pricing based on usage, which can influence overall costs. ### How do Salesforce AppExchange Apps integrate with existing Salesforce features? Salesforce AppExchange Apps integrate seamlessly with existing Salesforce features by leveraging APIs and built-in connectors, allowing for enhanced functionality such as data synchronization and workflow automation. For instance, apps like Conga Composer and DocuSign eSignature are noted for their ability to streamline document generation and electronic signatures directly within Salesforce, improving user efficiency. Additionally, many apps offer customization options that enable users to tailor features to their specific business processes, ensuring a cohesive experience across the Salesforce platform. ### What are the most common use cases for Salesforce AppExchange Apps? The most common use cases for Salesforce AppExchange Apps include enhancing customer relationship management (CRM) capabilities, automating sales processes, integrating with third-party applications, and improving data analytics and reporting. Popular apps like DocuSign for Salesforce streamline e-signature processes, while Conga Composer automates document generation. Additionally, apps such as Mailchimp for Salesforce facilitate email marketing integration, and Salesforce CPQ optimizes pricing and quoting processes, showcasing the diverse functionalities available to users. ### How do I evaluate the user experience of different Salesforce AppExchange Apps? To evaluate the user experience of Salesforce AppExchange Apps, focus on user reviews and ratings, which highlight satisfaction levels and common issues. Look for apps with high ratings, such as Salesforce CPQ, which has a 4.5-star rating, and Salesforce Inbox, rated at 4.4 stars, indicating strong user approval. Analyze feature lists for usability aspects and check for feedback on customer support and integration capabilities. Additionally, consider the number of reviews, as a larger sample size can provide more reliable insights into user experience. ### What support options are available for Salesforce AppExchange Apps? Salesforce AppExchange Apps typically offer a variety of support options, including email support, live chat, and extensive documentation. Many apps also provide community forums for user interaction and troubleshooting. For instance, products like Conga Composer and DocuSign integrate customer support directly within their platforms, ensuring users have access to assistance when needed. Additionally, some apps offer dedicated account managers or personalized support plans, enhancing user experience and satisfaction. ### How scalable are Salesforce AppExchange Apps for growing businesses? Salesforce AppExchange Apps are generally highly scalable for growing businesses, with many users reporting positive experiences. For instance, apps like DocuSign, Conga Composer, and Mailchimp are noted for their ability to handle increased workloads and user demands effectively. Users frequently highlight features such as automation, integration capabilities, and customization options that support scaling operations. Additionally, many apps receive high ratings for performance and reliability, indicating their readiness to adapt to growing business needs. ### What are the key differentiators among Salesforce AppExchange Apps? Key differentiators among Salesforce AppExchange Apps include user ratings, feature sets, and integration capabilities. For instance, apps like Conga Composer excel in document generation and automation, while DocuSign for Salesforce is noted for its e-signature capabilities and user-friendly interface. Additionally, Salesforce Inbox stands out for its email integration features, enhancing productivity. User feedback highlights the importance of customer support and ease of use, with higher-rated apps often providing superior onboarding experiences and responsive service. ### How do I assess the security features of Salesforce AppExchange Apps? To assess the security features of Salesforce AppExchange Apps, examine user reviews focusing on security ratings, compliance certifications, and specific security functionalities like data encryption and user access controls. Look for apps with high ratings in security features, such as OwnBackup, which is noted for its robust data protection capabilities, and Conga Composer, recognized for its secure document generation. Additionally, consider user feedback on the ease of implementing security measures and the responsiveness of vendor support regarding security inquiries. ### What are the typical implementation timelines for Salesforce AppExchange Apps? Implementation timelines for Salesforce AppExchange Apps typically range from a few days to several weeks, depending on the complexity of the app and the specific requirements of the organization. For instance, simpler apps may be implemented within 1-2 weeks, while more complex integrations can take 4-6 weeks or longer. User feedback indicates that factors such as customization needs and team readiness significantly influence these timelines. ### How do user ratings on G2 influence the choice of Salesforce AppExchange Apps? User ratings significantly influence the choice of Salesforce AppExchange Apps, as higher-rated apps tend to attract more users. For instance, apps like DocuSign, Conga Composer, and Mailchimp consistently receive ratings above 4.5 stars, indicating strong user satisfaction. Users often prioritize features and support, with many reviews highlighting the importance of ease of integration and customer service. Consequently, apps with higher ratings not only gain visibility but also build trust, leading to increased adoption rates among potential buyers. ### What types of training resources are available for Salesforce AppExchange Apps? Salesforce AppExchange Apps offer various training resources, including user guides, video tutorials, and community forums. Popular apps like Conga Composer and DocuSign integrate comprehensive documentation and training materials directly within their platforms, while others, such as Salesforce CPQ and Pardot, provide extensive online training modules and certification programs. User reviews highlight the effectiveness of these resources, with many users appreciating the availability of hands-on training and responsive support teams to assist with onboarding. ### How do Salesforce AppExchange Apps enhance overall Salesforce functionality? Salesforce AppExchange Apps significantly enhance Salesforce functionality by offering specialized tools that integrate seamlessly with the platform. For instance, apps like Conga Composer streamline document generation, while DocuSign for Salesforce simplifies electronic signatures, improving workflow efficiency. User reviews highlight that these integrations lead to increased productivity and better data management. Additionally, apps such as Salesforce Inbox enhance email productivity by connecting directly with Salesforce data, allowing users to manage customer interactions more effectively. Overall, these enhancements contribute to a more robust and tailored Salesforce experience.