Salesforce AppExchange Apps

The Better List is a list of recommended third party Salesforce apps that meets 6 specific criteria. Some of these CRM apps we love so much we are referral partners. Many of these applications we use on a regular basis. Some are free, some are paid apps. You can find them all in the official appexchange. Contact us if you need help choosing which to use or to install/configure them.

Read more about what it takes to make it on the Better Recommended List.

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Cirrus Insight Logo
Referral Partner
Email integration with Salesforce for both Gmail and Outlook. View, edit, and create Salesforce data directly in your inbox.
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Xappex Logo
Referral Partner – Code: BETTERPARTNERS
XL-Connector works with Salesforce data directly from Microsoft Excel. Supports multiple orgs, users, and computers with a simple setup.
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Declarative Lookup
Rollup Summaries
Free!
Declarative solution for roll-up summaries across lookup relationships. Supports real-time and scheduled calculations with no code required.
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GridMate Logo
GridMate brings spreadsheet-style editing directly into Salesforce, enabling fast updates, filtering, and real-time record management.
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Mogli Logo
Mogli enables SMS, WhatsApp, and survey messaging directly inside Salesforce—ideal for nonprofits, schools, and engagement-driven teams.
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ProtonText Logo
ProtonText adds two-way texting to Salesforce with full conversation tracking, automation support, and CRM-native reporting.
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Formstack Logo
Formstack for Salesforce delivers native form creation and data capture directly inside Salesforce—secure, scalable, and automation-ready.
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Elements Cloud Logo
Elements Cloud helps Salesforce teams document processes, manage change, and improve governance with in-org visibility and release impact insight.
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