SalesForce
Connect your Salesforce account to streamline sales operations, manage leads, contacts, opportunities, and support cases—all from a centralized dashboard.
Key Features
Seamless Salesforce API integration
Automatic real-time sync of leads, contacts, and accounts
Centralized dashboard for tasks, opportunities, and cases
Secure API credential setup via system settings
Optimized for fast-paced sales teams and collaboration
Effortless Salesforce Integration
Connect your Salesforce account by entering your Consumer Key and Consumer Secret in the System Settings. Once authenticated, your Salesforce data is automatically synced, ensuring up-to-date visibility across leads, contacts, accounts, tasks, and opportunities—all in one platform.
Centralized Sales Dashboard
Access your entire sales process from a unified dashboard. Whether it’s following up with leads, updating deal stages, or reviewing open support cases, your team can collaborate and execute faster without switching tools.
Boost Collaboration and Close Deals Faster
This Add-On is tailored for high-performing sales teams. With everything organized in one place—contacts, deals, tasks, and customer issues—your team can act swiftly, communicate effectively, and focus on what matters most: closing sales.
Full Description
Unify Your Sales Workflow with Salesforce
The Salesforce Add-On brings your CRM into the heart of your operations. Designed for teams that thrive on agility and results, it empowers sales professionals to manage their pipeline more efficiently by centralizing all critical sales data and tools.
From syncing contacts and accounts to managing deals and support tickets, this Add-On minimizes the friction in your sales process. With real-time data synchronization and a clean dashboard interface, your team gains visibility and control—boosting collaboration, productivity, and close rates.