Products

Automate invoices, payments, journal ledgers, and financial data with Salesforce QuickBooks integration, giving you a true customer 360 across sales and orders. QuickBooks Connect reduces manual efforts, enables real-time payment updates, and streamlines QuickBooks invoicing with powerful automation built directly into your CRM.

Payment Connect centralizes ACH payments, eCheck processing, and Salesforce payment integration so you can automate billing and streamline Salesforce invoicing. It enables secure, PCI-compliant credit card and bank payments directly from your Salesforce records and workflows.

Trade smarter with AI-powered market insights

Send and receive HIPAA-compliant, encrypted email, powered by Paubox, without portals or plug-ins.

Credit Checker runs soft pulls, hard pulls, and tri-merge reports from Experian™, TransUnion® and Equifax® directly inside Salesforce.

SMS & Fax Hub brings SMS, MMS, telephony, voicemail, and secure fax into one clean, unified workspace, so teams work faster and nothing slips through the cracks.

Business Credit Checker pulls commercial credit data from Experian™, Equifax®, PayNet®, and DataMerch directly into Salesforce records.

Secure File Transport, powered by Botdoc, gives you a simple way to handle managed file transfer and secure file exchange without passwords, portals, or extra tools.

Decision Rule Engine replaces manual review steps with configurable rules, scoring models, and approval logic inside Salesforce.

Criminal Checker runs criminal background checks, KYC/KYB, AML screening, and UCC filings directly inside Salesforce using Thomson Reuters CLEAR data.

Medical Insurance Verification checks patient coverage, co-pays, deductibles, and authorization requirements across more than 950 payers, including Medicare and Medicaid, directly inside Salesforce.

FlatWaiver is digital waiver management software for activity-based businesses that collect liability releases from participants — climbing and bouldering gyms, trampoline parks, axe throwing venues, martial arts schools, escape rooms, and adventure and recreation operators. Most waiver platforms price by volume, which means a busy month, a school holiday, or a seasonal peak raises the software bill at the worst possible moment. FlatWaiver removes that variable. One flat monthly price covers un

DominiQR is a dynamic QR code platform for businesses that want control and transparency without opaque subscription pricing. Generate free, fully customizable static QR codes with no signup, or upgrade to dynamic QR codes that let you change the destination URL at any time — even after the code is printed — and track every scan with detailed analytics (device, browser, and approximate location), without storing scanners' personal data. Every paid plan includes unlimited scans, advanced analytic

ClosingFox is the real estate CRM for teams who hate CRMs. Built specifically for Indian brokers, developers, and sales teams, it replaces spreadsheets and clunky tools with one simple screen.

Document Insight uses AI to extract structured data from uploaded documents directly inside Salesforce.

AWS Connect lets you upload, view, and manage documents through Salesforce Amazon S3 integration, handling automatic organization, version tracking, and bulk uploads so large files stay accessible without slowing down your organization.