Last verified: 8 solutions reviewed

Best Crm with Salesforce Integration

Compare the top crm solutions that integrate with Salesforce.

Quick Summary

  • 1.MogliMogli is a Salesforce-native SMS and messaging application designed to enhance communication through...
  • 2.CloudMasonryA leading Salesforce consulting firm specializing in cloud-based business solutions....
  • 3.TargetXTargetX provides comprehensive CRM solutions tailored for higher education institutions....

Full Comparison

From $4,935/yr

Mogli is a Salesforce-native SMS and messaging application designed to enhance communication through text-based platforms.

Key features:

One-to-One ConversationsBulk MessagingSurveysVoice MessagesAutomations

Integrates with:

Salesforce

A leading Salesforce consulting firm specializing in cloud-based business solutions.

Key features:

Full System Design and ImplementationManaged ServicesData Migration & Complex IntegrationsChange Management and End User TrainingTechnology Roadmapping

Integrates with:

SalesforceSnowflakeDocuSignBoxCongaNintexCopado

TargetX provides comprehensive CRM solutions tailored for higher education institutions.

Key features:

Mobile-first functionalityStudent Success CenterAction PlansAppointment SchedulerAdvanced analytics

Integrates with:

Salesforce

Salesforce is the leading AI-powered customer relationship management (CRM) platform.

Key features:

Automate complex workflowsUnified customer data management360-degree customer viewReal-time data analyticsLead qualification automation

Integrates with:

SalesforceAppExchange
Free tier

From $149/user/month

A specialized CRM for commercial real estate professionals built on Salesforce.

Key features:

Client relationship managementBusiness process automationData migration servicesOnline trainingCapital markets management

Integrates with:

SalesforceOutlook
Free tier

From $59/user/month

Wealthbox is a CRM and AI workspace designed specifically for financial advisors.

Key features:

Contact ManagementWealthbox MailOpportunities ManagementWorkflowsAI Notetaker

Integrates with:

SalesforceOutlookCSVAltruistAdvisorStreamAsset-MapAnnuities GeniusBox

Practifi is a financial advisor CRM designed specifically for wealth management.

Key features:

AI-Powered AutomationPipeline TrackingCenters of Influence ManagementCompliance ManagementMobile Access

Integrates with:

OrionBlack DiamondAddeparSchwabMicrosoft 365Salesforce AppExchange

Specialized Salesforce CRM solutions for Economic Development Organizations.

Key features:

Project managementIncentive managementBRE activity trackingInvestor managementGrant management

Integrates with:

Salesforce