# Youreka Reviews **Vendor:** Dispatch **Category:** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) **Average Rating:** 4.6/5.0 **Total Reviews:** 11 ## About Youreka Youreka, natively built on Salesforce, empowers organizations to transform frontline operations with AI-powered data capture and intelligent workflows. Designed for field service and frontline teams, Youreka enables companies to digitize complex processes, guide workers in real time, and capture high-quality data at the point of service. With a flexible, no-code platform, organizations can quickly build and deploy smart mobile applications that improve productivity, ensure compliance, and enhance service delivery. Youreka supports a wide range of industries, including: • Manufacturing • Healthcare & Life Sciences • Energy & Utilities • Financial Services • Government By extending Salesforce Field Service and Customer 360 into the field, Youreka helps teams work smarter, reduce errors, and unlock actionable insights from every service interaction. Key capabilities include: • AI-powered form transformation and data capture • Dynamic workflows and decision support • Offline-first mobile experience • Real-time validation and compliance controls • Multilingual support for global teams With Youreka, organizations can elevate frontline performance, improve customer experiences, and accelerate business growth. Learn more at https://www.youreka.io/ or find Youreka on Salesforce AppExchange. ## Youreka Reviews ### 1. Very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2022 **What do you like best about Youreka?** I like that we get essential information reported quickly, and it's easy to see any issues reported. **What do you dislike about Youreka?** No complaints. Works well and for what we need in our company. **What problems is Youreka solving and how is that benefiting you?** It assists us with issues for vessels that need service or to be looked at. ### 2. Seamless integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Youreka?** Plus _ It is mobile friendly! The best feature for those who are on the field always **What do you dislike about Youreka?** The learning curve is pretty high but on the other hand I like that the features are extensive and tailored **What problems is Youreka solving and how is that benefiting you?** I wanted to ensure my field team stays update on all the information. The manual data errors have reduced by a lot ### 3. Easy Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Youreka?** I like that it is an easy interface for our company to use, keeps us organized. **What do you dislike about Youreka?** Haven't run into any issues with the system **What problems is Youreka solving and how is that benefiting you?** Youreka keeps us organized with time stamps and photos accesible ### 4. Straightforward interface **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Youreka?** Youreka is easy to use as an admin or end user, multiple templates and simple form building. Different licence levels also help with managing templates and access. **What do you dislike about Youreka?** You're unable to use the information gathered to write back to salesforce, which is the main reason we purchased Youreka in the first place. This is a salesforce enforced situation. **What problems is Youreka solving and how is that benefiting you?** We used it for client feedback, a youreka form was sent automatically and was aimed at saving our client team time gathering feedback. It allowed us to make the client team more efficient. **Official Response from Rae Dinardo:** > Thank you for taking the time to provide your thoughts about Youreka! Youreka works great when you want authenticated Salesforce users to be able to save data back to Salesforce. We really do wish we could still do the same for anonymous users. ### 5. Easy to use form builder with endless capabilities to achieve results **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Youreka?** Forms are easy to view on salesforce and easy for our team to get us the infomation quickly. Forms are easy to create for anyone with or w/o experience **What do you dislike about Youreka?** Youreka needs to add support for video. Pictures work well but video would be beneficial **What problems is Youreka solving and how is that benefiting you?** We are able to manage our assets and pin point when damage occurs and quickly rectify issues **Official Response from Rae Dinardo:** > We're so glad that Youreka is able to help you maintain your equipment in top condition! Stay tuned for video support-it could be coming this year! ### 6. Great productivity resource **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy W. | IT/Projects Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Youreka?** The seamless use to complete tasks across multiple platforms. **What do you dislike about Youreka?** Wish it had more interventions but I am sure that will come in time. **Recommendations to others considering Youreka:** Please take the time to learn about Youreka as you implement. Take advantage of all the instructional content offered and you will see how it benefits you and all the features that will help your organization. **What problems is Youreka solving and how is that benefiting you?** We can seamlessly send data to one source via many devices and employees. ### 7. Salesforce mobile forms **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Youreka?** Deeplinks make it easy to open the mobile form with necessary prefilled information. **What do you dislike about Youreka?** Currently the only thing I can say is missing is ability to capture video from within the app. **What problems is Youreka solving and how is that benefiting you?** Inscpection forms for our equipment. Has allowed us to get off legacy platforms that did not integrate well with Salesforce. **Official Response from Rae Dinardo:** > Mobile inspection forms are one of the things we do best--and we're so glad you agree! And please stay tuned this year--video capture *may* be working its way onto our roadmap! ### 8. Great app! Highly recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Robert T. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2020 **What do you like best about Youreka?** We have implemented Youreka forms for various business requirements, and have found it to be a very versatile tool. From simple customer feedback surveys to more in-depth new customer enquiry forms with multi-layer conditional formatting and logic. The design of the forms is straightforward and intuitive, and new forms can be created with a short turnaround time from concept to on-screen. Completed forms are easily found as they are stored against the relevant Salesforce objects or in the Youreka app itself using list views. The support from Synaptic is also very helpful and attentive. **What do you dislike about Youreka?** Extracting completed form data can be tricky, but is possible! **Recommendations to others considering Youreka:** Give it a try, very versatile product **What problems is Youreka solving and how is that benefiting you?** Data gathering made easy with custom forms for any business requirement ### 9. A very professional company and product with truly awesome support **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan H. | Director/Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2020 **What do you like best about Youreka?** We used Youreka as part of a customised salesforce implementation. The product is purely amazing and easy to integrate. From our point of view it was the customer experience. Their support team are amazing, helpful and go the extra mile to help you succeed. If you need a product like suceed look no further! **What do you dislike about Youreka?** Nothing to dislike. It really is a good all round application with awesome support. **Recommendations to others considering Youreka:** Use their knowledge to assist with your requirements and implementation. **What problems is Youreka solving and how is that benefiting you?** We needed to build customised mobile smart forms and this app can do all that. Form building made easy! ### 10. Unique Product that Exactly Fit Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Kaitlin D. | Sales Technology Supervisor, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2019 **What do you like best about Youreka?** The Youreka product is great and unique in that it could solve a problem for us that no other vendor could. You can pull in Salesforce data without having to have every question on the form be a Salesforce field. The form is easy to configure and update and the team that we work with is unmatched as far as customer service and knowledge is concerned. **What do you dislike about Youreka?** There is nothing that we don't like about the tool **What problems is Youreka solving and how is that benefiting you?** This tool allows Salesforce users to leverage Salesforce data to create requests and forms that also require none Salesforce data. We can use the forms internally to submit requests and we can also make them customer facing. This tool is unique in that you can both use Salesforce data and configure your own questions. ### 11. Great customer service! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2019 **What do you like best about Youreka?** I work for a small educational charity and have very little experience working with CRM and Salesforce, but the team at Youreka have been exceptionally helpful in explaining how to use their products, helping us become more efficient. I have spent a number of hours on the phone with the team with them talking me through how to set up forms/quizzes that automatically update contact pages when complete, which is so useful for us. I am looking forward to seeing how we can use Youreka even more, and feel happy knowing that we will have the support of the team there. **What do you dislike about Youreka?** I think there is still a lot more that we can do with Youreka that I am not aware of yet, so at some point it would be good to be given more info on this. **Recommendations to others considering Youreka:** Great customer suervice **What problems is Youreka solving and how is that benefiting you?** It has streamlined the process by which all our volunteers complete an online quiz, which automatically updates their contact page. ## Youreka Discussions - [What is Youreka used for?](https://www.g2.com/discussions/what-is-youreka-used-for) - [View Youreka pricing details and edition comparison](https://www.g2.com/products/youreka/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-28+19%3A58%3A14+-0500&secure%5Bsession_id%5D=6d7bd17d-25aa-4d1b-b9a3-fc8fd21248fa&secure%5Btoken%5D=7abf92002ad9c581e3607198c467a0556e9a73d44e436c4ee9b1dc6b7b46be13&format=llm_user) ## Youreka Features **Development Tools** - Drag-and-drop Form Builder - API Builder - Integrations **Generative AI** - AI Text Summarization - AI Image-to-Text **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Before the Job** - Calendar - Dispatch - Roles - Booking **Field Tools** - OCR - GPS & Time Stamps - Barcode and Signature Capture - Image and Video Capture - Offline Capability - Embedded Work Instructions **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales **Back Office Tools** - Report Formatting - Roles and Permissions - Analytics Dashboards **After the Job** - Reports - Analytics - Invoicing - CRM Integrations **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance ## Top Youreka Alternatives - [TrueContext](https://www.g2.com/products/truecontext/reviews) - 4.5/5.0 (403 reviews) - [Agentforce Field Service (formerly Salesforce Field Service)](https://www.g2.com/products/agentforce-field-service-formerly-salesforce-field-service/reviews) - 4.4/5.0 (973 reviews) - [Simpro](https://www.g2.com/products/simpro/reviews) - 4.2/5.0 (388 reviews)