Best Salesforce AppExchange Apps - Page 5

How Many Salesforce AppExchange Apps Products Does G2 Track?

Total Products under this Category: 438

Category Stats (Nov 2026)

  • Average Rating: 4.48/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: CloudFiles (+0.78%) - Among all products in this category, CloudFiles recorded the largest rating increase compared to last month

Last updated: November 12, 2026

How Does G2 Rank Salesforce AppExchange Apps Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 78,200+ Authentic Reviews
  • 438+ 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.

Oneflow

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: 9.2/10)
  • 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
  • Year Founded: 2012
  • HQ Location: Stockholm, Stockholm County
  • LinkedIn® Page: www.linkedin.com
    157 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Konsultchef
  • Top Industries: Staffing and Recruiting, Computer Software
  • Company Size: 44% Small, 43% Medium

What Do G2 Reviewers Say About Oneflow?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Oneflow, finding setup and navigation straightforward and efficient.
  • Users appreciate the intuitive interface of Oneflow, making setup and document management simple and efficient.
  • Users appreciate the efficiency of Oneflow, enabling effortless planning and smooth, real-time collaboration on contracts.
  • Users appreciate the real-time collaboration and customization offered by Oneflow, significantly enhancing the contract management experience.
  • Users appreciate the excellent customer support from Oneflow, noting prompt and effective assistance when needed.
Cons
  • Users express frustration over the missing features in Oneflow, specifically lack of essential functionalities and poor integrations.
  • Users struggle with integration issues and limited support, complicating document management and review processes in Oneflow.
  • Users desire more customization options in Oneflow to enhance flexibility and tailor the experience to their needs.
  • Users find Oneflow to be quite expensive, feeling pressured to pay more for promised functionalities shortly after purchase.
  • Users find the feature usability lacking, struggling with integrations and cumbersome settings compared to competitors.

What Are Recent G2 Reviews of Oneflow?

What Are G2 Users Discussing About Oneflow?

OrgChartPlus

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: 9.2/10)
  • 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?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 70% Medium, 22% Small

What Are Recent G2 Reviews of OrgChartPlus?

What Are G2 Users Discussing About OrgChartPlus?

GetAccept

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: 1,301

How Do G2 Users Rate GetAccept?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Ease of Use: 8.9/10 (Category avg: 8.8/10)
  • Quality of Support: 9.2/10 (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.
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    154 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager, Sales Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 43% Medium

What Do G2 Reviewers Say About GetAccept?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in GetAccept, enhancing workflow efficiency through intuitive features and integrations.
  • Users commend GetAccept's excellent customer support, enhancing their experience through AI and seamless integrations with other tools.
  • Users appreciate the flexibility and AI support of GetAccept, enhancing efficiency across various processes and integrations.
  • Users appreciate the intuitive design of GetAccept, simplifying workflows and enhancing user experience in document management.
  • Users value the time-saving features of GetAccept, enhancing efficiency through AI support and seamless integrations.
Cons
  • Users seek more flexibility and features in GetAccept, particularly for templates and e-signature capabilities.
  • Users express frustration over limited customization options in GetAccept, wishing for more flexibility in templates.
  • Users report limited features in GetAccept templates, hindering flexibility and contract management capabilities.
  • Users find the difficult editing process to be clunky and limited, hindering flexibility in creating templates.
  • Users report poor integration issues with GetAccept, leading to confusion and time-consuming troubleshooting efforts.

What Are Recent G2 Reviews of GetAccept?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Myko

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: 24

How Do G2 Users Rate Myko?

  • Ease of Use: 9.6/10 (Category avg: 8.8/10)
  • Quality of Support: 9.6/10 (Category avg: 9.1/10)

Who Is the Company Behind Myko?

Who Uses This Product?

  • Company Size: 63% Large, 13% Medium

What Do G2 Reviewers Say About Myko?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Myko, appreciating its intuitive design and time-saving features for Salesforce updates.
  • Users value the effortless Salesforce integration of Myko, enhancing efficiency and streamlining the update process significantly.
  • Users value Myko for its efficient features that streamline workflows, saving time and enhancing productivity seamlessly.
  • Users highlight Myko's significant efficiency in updating Salesforce, saving time and simplifying complex tasks seamlessly.
  • Users value the time-saving features of Myko, significantly enhancing their efficiency and allowing for more personal time.
Cons
  • Users experience a challenging learning curve with Myko, requiring time to master voice prompts effectively.
  • Users note that the inaccurate data from Myko leads to necessary manual corrections and adjustments during use.
  • Users experience a learning curve with Myko, as mastering voice prompts takes time and effort initially.
  • Users desire a more seamless chat functionality with Myko, wishing for direct communication without Slack integration.
  • Users report a steep learning curve with Myko, creating challenges in initial setup and integration with key tools.

What Are Recent G2 Reviews of Myko?

AdSalesOS by Placements AI

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: 9.2/10)
  • 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?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 80% Medium, 15% Small

What Do G2 Reviewers Say About AdSalesOS by Placements AI?

AI-generated summary from verified user reviews

Pros
  • Users commend the responsive and helpful team at Placements AI for their accommodating support and feedback integration.
  • Users appreciate the time-saving automation features of AdSalesOS, greatly enhancing efficiency and reducing manual effort.
  • Users praise the knowledgeable and supportive customer support of AdSalesOS, enhancing their experience and operational efficiency.
  • Users value the robust integrations of AdSalesOS by Placements AI, enhancing efficiency and campaign management significantly.
  • Users value the automation capabilities of AdSalesOS, significantly enhancing efficiency and reducing manual errors in campaigns.
Cons
  • Users face integration issues with AdSalesOS, complicating campaign setups and limiting full functionality usage.
  • Users find the email design lacking, complicating campaign setup and hindering overall usability due to integration issues.
  • Users experience ad integration limitations, complicating campaign setup and lacking adequate support outside the US.
  • Users experience ad management issues due to incomplete integration and lack of support, complicating campaign setups.
  • Users face challenges with campaign management issues due to incomplete integration and limited support outside the US.

What Are Recent G2 Reviews of AdSalesOS by Placements AI?

What Are G2 Users Discussing About AdSalesOS by Placements AI?

iSEEit

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: 9.2/10)
  • 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?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 72% Small, 28% Medium

What Are Recent G2 Reviews of iSEEit?

What Are G2 Users Discussing About iSEEit?

D&B Connect

D&B Connect is a cloud-based data management platform that helps organizations improve the quality, accuracy, and consistency of customer and business data across their technology ecosystem. By connecting trusted D&B data with internal systems, teams can enrich records, identify and resolve duplicate data, improve matching and identity resolution, and maintain a more complete view of customers and prospects. D&B Connect integrates with leading CRM, master data management (MDM), customer data platform (CDP), and marketing technologies to help automate data stewardship, support governance initiatives, and provide the reliable business data needed to power sales, marketing, risk, compliance, and customer experience strategies.

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: 9.2/10)
  • 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
  • Company Website:
  • HQ Location: Jacksonville, FL
  • LinkedIn® Page: www.linkedin.com
    5,735 employees on LinkedIn®
  • Ownership: NYSE: DNB
  • Total Revenue (USD mm): $1,738

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Medium, 31% Small

What Do G2 Reviewers Say About D&B Connect?

AI-generated summary from verified user reviews

Pros
  • Users find D&B Connect easy to use thanks to its smooth integration and straightforward account creation process.
  • Users value the data accuracy of D&B Connect, benefiting from high-quality contact information and customizable data pulls.
  • Users value the high-quality B2B data from D&B Connect, enhancing their data management and CRM efforts significantly.
  • Users appreciate the easy setup of D&B Connect, enhancing efficiency and value in their data management efforts.
  • Users value the accuracy of D&B Connect, which significantly enhances data management and supports company growth.
Cons
  • Users face limitations in account creation, credit tracking, contact matching, and customizability, impacting their overall experience.
  • Users find D&B Connect expensive, as its pricing structure primarily benefits larger enterprises over SMEs.
  • Users find the learning curve steep for D&B Connect, requiring additional training to navigate effectively.
  • Users face limited functionality of D&B Connect, particularly in contact matching and credit tracking, causing inefficiencies.
  • Users express concerns about missing features, particularly in data accuracy, monitoring, and regional coverage limitations.

What Are Recent G2 Reviews of D&B Connect?

What Are G2 Users Discussing About D&B Connect?

Commerce Studio by 1440

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: 9.2/10)
  • 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?

Who Uses This Product?

  • Company Size: 59% Small, 24% Medium

What Are Recent G2 Reviews of Commerce Studio by 1440?

What Are G2 Users Discussing About Commerce Studio by 1440?

Conga Sign

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: 9.2/10)
  • 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
  • Year Founded: 2006
  • HQ Location: 3200 Kirby Dr., Suite 500, Houston, TX 77098
  • LinkedIn® Page: www.linkedin.com
    2,159 employees on LinkedIn®
  • Phone: (303) 465-1616

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 45% Medium, 31% Large

What Do G2 Reviewers Say About Conga Sign?

AI-generated summary from verified user reviews

Pros
  • Users find Conga Sign to be an easy and convenient solution for executing contracts quickly.
  • Users find Conga Sign to be an easy and convenient solution for executing contracts efficiently.
  • Users find Conga Sign's easy setup process highly convenient for streamlining contract execution.
  • Users find Conga Sign to be an easy and convenient way to execute contracts effortlessly.
  • Users value the seamless integration with Salesforce and Conga Legal, enhancing their workflow efficiency.
Cons
  • Users face e-signature issues, such as lost envelopes and a poor user experience, causing delays in signing.
  • Users face challenges with signature issues, including delays, lost envelopes, and poor user experience.
  • Users experience delays due to lost signing envelopes and a lack of recognition, hindering the overall user experience.
  • Users often face poor interface usability with Conga Sign, leading to delays and lost signing envelopes.
  • Users face challenges with not intuitive design, leading to lost envelopes and delayed signing experiences.

What Are Recent G2 Reviews of Conga Sign?

What Are G2 Users Discussing About Conga Sign?

KULTURRA

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 solution for Salesforce users. Highlights: ACCEPT CREDIT CARD PAYMENTS Accept payments directly within Salesforce, or send secure payment links that allow customers to pay online using credit cards or ACH, all through a seamless and secure payment experience. SUBSCRIPTIONS & RECURRING BILLING Automate recurring payments and invoices on the schedule that fits your business. Intelligent retry logic helps recover failed payments and reduce revenue loss. INVOICING & ACCOUNTS RECEIVABLE Generate and send professional invoices from Salesforce using existing customer data. Track invoice status, balances, and payments. Create invoices from Opportunities, custom objects, or any Salesforce record. IN-PERSON / POINT OF SALE (POS) PAYMENTS Accept tap, chip, and contactless payments in person, giving customers more ways to pay while helping you take advantage of lower card-present processing rates when available. AUTOMATED REMINDERS Reduce late payments with automated reminders for overdue invoices, upcoming due dates, and expiring payment methods, keeping customers informed without manual follow-up. MULTI-ENTITY SUPPORT Manage multiple business entities from a single platform. Configure unique branding, payment gateways, multiple currencies, and bank accounts for each entity, while automatically routing payments to the correct organization. DEVELOPER-FRIENDLY Customize and extend Kulturra to fit your business processes. As a native Salesforce app, it enables developers to build custom workflows and integrations using Apex classes, REST APIs, and Salesforce platform capabilities. SECURITY & COMPLIANCE Protect sensitive payment data with secure tokenization that helps reduce PCI DSS scope. Kulturra safeguards customer information with robust security controls and SOC 2 compliance, keeping your payment and business data protected. REPORTING & ANALYTICS Gain real-time visibility into your financial data with Salesforce's native reporting and analytics tools. Create custom reports and dashboards to track payments, invoices, accounts receivable, and key business metrics.

Average Rating: 5.0/5.0

Total Reviews: 34

How Do G2 Users Rate KULTURRA?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • 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?

  • Seller: KULTURRA
  • Year Founded: 2012
  • HQ Location: Torrance, CA
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 68% Small, 29% Medium

What Do G2 Reviewers Say About KULTURRA?

AI-generated summary from verified user reviews

Pros
  • Users rave about the extraordinary customer support of Kulturra, praising its responsiveness and deep product knowledge.
  • Users value the fast response times of Kulturra's support team, ensuring efficient and effective solutions to their queries.
  • Users praise Kulturra's exceptional customer support, noting prompt responses and knowledgeable assistance for seamless problem resolution.
  • Users praise the ease of use of Kulturra, highlighting its intuitive features and exceptional customer support.
  • Users value the seamless Salesforce integration of Kulturra, enhancing data management and workflow efficiency significantly.
Cons
  • Users experience connection issues between Kulturra and Salesforce, potentially due to flaws on Salesforce's end.
  • Users find difficult customization options for payment links and invoices, wishing for a more user-friendly design interface.
  • Users find the form design process cumbersome, wishing for more flexibility in customizing payment links and invoices.
  • Users experience communication errors between KULTURRA and Salesforce, which may hinder overall integration functionality.
  • Users desire greater customization options for payment links and invoices to enhance their customer-facing designs.

What Are Recent G2 Reviews of KULTURRA?

Rollup Helper

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: 9.2/10)
  • 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?

Who Uses This Product?

  • Company Size: 59% Medium, 24% Small

What Are Recent G2 Reviews of Rollup Helper?

What Are G2 Users Discussing About Rollup Helper?

Loopio

Loopio’s AI-powered response management software helps enterprises answer RFPs, RFIs, vendor security questionnaires, and due diligence questionnaires (DDQs) at scale. Loopio’s proprietary AI, Response Intelligence™, is trained on more than 500,000 real responses (and 10+ years of data) to automate and optimize the end-to-end response process. With Loopio, teams can: - Start projects in minutes from a portal, Word, Excel, or PDF, with AI mapping every question and a summary to guide go/no-go decisions. - Populate first drafts from a vetted content library or trusted knowledge sources, with the option to pull answers verbatim for high-risk questions. - Coordinate SME input with AI that recommends the right expert for each question, automated multi-step workflows, and full version history. - Bring response work into Claude or ChatGPT with Loopio MCP to source approved answers, assign open questions, and craft executive summaries. - Use reports to uncover winning insights and balance team workloads, improving response performance and preventing bottlenecks. Loopio is trusted by 1,700+ companies across industries like financial services, healthcare, technology, professional services, and insurance. To learn more or book a demo, visit www.loopio.com.

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: 9.2/10)
  • 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.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    299 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% Medium, 34% Large

What Do G2 Reviewers Say About Loopio?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Loopio, appreciating its intuitive AI features and seamless integration with business systems.
  • Users appreciate the time-saving capabilities of Loopio, enhancing efficiency with automation and AI integration.
  • Users value the efficiency of Loopio, noting streamlined collaboration and improved automation for managing RFPs effectively.
  • Users appreciate the constant updates and responsiveness of Loopio, enhancing automation and quality through AI integration.
  • Users appreciate the intuitive features of Loopio, enhancing collaboration and simplifying complex RFP management across teams.
Cons
  • Users find missing features like limited automation and inadequate proposal-building tools hinder Loopio's overall usability.
  • Users feel the need for improvements in manual processes and search functions to enhance Loopio's usability.
  • Users feel that Loopio has limited features, lacking intuitive proposal-building and advanced AI functionalities.
  • Users find inaccurate responses in Loopio, requiring extensive review to ensure information is client-ready and reliable.
  • Users experience formatting issues when exporting documents, leading to extra work for cleanup before submission.

What Are Recent G2 Reviews of Loopio?

What Are G2 Users Discussing About Loopio?

apsona

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: 4.0/5.0

Total Reviews: 15

How Do G2 Users Rate apsona?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.2/10)
  • Ease of Use: 6.4/10 (Category avg: 8.8/10)
  • Quality of Support: 7.4/10 (Category avg: 9.1/10)
  • Ease of Admin: 5.8/10 (Category avg: 8.6/10)

Who Is the Company Behind apsona?

  • Seller: Apsona
  • Year Founded: 2009
  • HQ Location: Santa Clara, CA
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 50% Medium, 44% Small

What Are Recent G2 Reviews of apsona?

What Are G2 Users Discussing About apsona?

Titan Forms

Titan Experience Studio and Forms is a no-code solution for creating dynamic forms, landing pages, surveys, web apps, and portals directly integrated with Salesforce. Trusted by thousands of businesses globally, this product enables teams to build any Salesforce experience on the planet. Titan Experience Studio and Forms integrates with Titan’s full suite of tools to offer solutions for any industry. Paired with Titan Docs, forms can trigger document generation and e-signature processes. Titan Enterprise expands this with advanced compliance and an all-in-one Salesforce platform. With smart forms, conditional logic, and advanced reporting, Titan Forms empowers teams to build branded, custom experiences without writing a single line of code. Titan Genie for Forms makes your Salesforce integration even simpler. With this smart AI product, you don’t even have to touch the keyboard to create dynamic forms. Whether you’re a small business or a large enterprise, Titan Forms offers the flexibility to automate workflows and data collection without leaving Salesforce.

Average Rating: 4.5/5.0

Total Reviews: 32

How Do G2 Users Rate Titan Forms?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Ease of Use: 7.8/10 (Category avg: 8.8/10)
  • Quality of Support: 9.2/10 (Category avg: 9.1/10)
  • Ease of Admin: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Titan Forms?

  • Seller: Titan
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Tel Aviv, Israel
  • LinkedIn® Page: www.linkedin.com
    208 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 50% Small, 28% Medium

What Do G2 Reviewers Say About Titan Forms?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Titan Forms allows for rapid deployment and effective data collection.
  • Users value the seamless integrations with Salesforce, enhancing data management and dynamic form capabilities for efficient processes.
  • Users love the Salesforce integration of Titan Forms, enabling seamless data collection and agile web experiences.
  • Users commend the easy setup of Titan Forms, enabling quick deployment of features and forms within days.
  • Users value Titan Forms' excellent customer support, ensuring quick resolutions and attentive service for all needs.
Cons
  • Users find the learning curve steep, struggling with non-intuitive features and difficulty in accessing necessary functions.
  • Users find the missing features of Titan Forms, such as intuitive editing and AI integration, frustrating and limiting.
  • Users find Titan Forms has a steep learning curve, often needing assistance for navigating its features.
  • Users find Titan Forms not user-friendly, struggling with formatting and navigation, requiring frequent support for help.
  • Users find the lack of guidance challenging, requiring frequent support to navigate Titan Forms effectively.

What Are Recent G2 Reviews of Titan Forms?

123FormBuilder

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: 9.2/10)
  • 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?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Small, 21% Medium

What Do G2 Reviewers Say About 123FormBuilder?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of creation with 123FormBuilder, enjoying quick form setup without technical hassles.
  • Users love the ease of use of 123FormBuilder, allowing quick and simple form creation without technical hassles.
  • Users appreciate the customizability of 123FormBuilder, enabling tailored solutions for diverse client needs effectively.
  • Users commend the easy integrations of 123FormBuilder, enabling seamless data collection and enhancing user experience.
  • Users appreciate the user-friendly interface and seamless integrations, making form creation quick and hassle-free.
Cons
  • Users often experience delays during form development, particularly with payment integration and bug issues under high traffic.
  • Users find the form design flexibility limited, making it challenging to create custom layouts effectively.
  • Users find the learning curve challenging with 123FormBuilder, particularly when integrating APIs and managing user settings.
  • Users find difficult customization leads to limitations in form design flexibility and layout creation.
  • Users experience form complexity during development, often facing bugs and difficulties with URL redirects after updates.

What Are Recent G2 Reviews of 123FormBuilder?

What Are G2 Users Discussing About 123FormBuilder?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024