Salesforce App Exchange 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 App Exchange. Contact us if you need help choosing which to use or to install/configure them.


Referral Partner

Cirrus Insight

Email integration with Salesforce for both Gmail and Outlook. View, edit, and create Salesforce data directly in your inbox.


Referral Partner – Code: BETTERPARTNERS

Xappex

XL-Connector works with Salesforce data directly from Microsoft Excel. Supports multiple orgs, users, and computers with a simple setup.


Free!

Declarative Lookup Rollup Summaries

Declarative solution for roll-up summaries across lookup relationships. Supports real-time and scheduled calculations with no code required.


Gridmate

GridMate brings spreadsheet-style editing directly into Salesforce, enabling fast updates, filtering, and real-time record management.


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Mogli

Mogli enables SMS, WhatsApp, and survey messaging directly inside Salesforce—ideal for nonprofits, schools, and engagement-driven teams.


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Protontext

ProtonText adds two-way texting to Salesforce with full conversation tracking, automation support, and CRM-native reporting.


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Formstack

Formstack for Salesforce delivers native form creation and data capture directly inside Salesforce—secure, scalable, and automation-ready.


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Elements Cloud

Elements Cloud helps Salesforce teams document processes, manage change, and improve governance with in-org visibility and release impact insight.


The Better List Recommended Salesforce Apps


The Better List is a curated selection of trusted Salesforce AppExchange apps and third-party Salesforce tools chosen to improve CRM performance, workflow automation, reporting, integrations, and overall business efficiency. These recommended Salesforce apps are selected based on strict evaluation criteria to ensure quality, usability, and long-term business value.

Standards for Our Recommended Salesforce Tools
Every Salesforce AppExchange app featured on The Better List is evaluated using the following criteria:

Feature-Rich Configuration: Does the Salesforce app provide flexible functionality that adapts to evolving business requirements?

Cost vs. Benefit: Does the solution deliver measurable value relative to its cost?

Try Before You Buy: Is there a free trial, demo, or proof of concept available?
Multi-User Scalability: Can the tool effectively support teams and multiple Salesforce users?

Strong Community Support: Is there an active user community, documentation, or shared knowledge base?

Responsive Customer Support: Is reliable, fast human support available when issues arise?

Many of the Salesforce AppExchange apps included in The Better List are tools we actively use, recommend, and implement for clients. Some are free Salesforce apps, while others are premium enterprise solutions. In select cases, we also serve as referral or implementation partners.

All tools are available through the official Salesforce AppExchange. If you need help choosing, installing, or configuring the right Salesforce app or integration, we provide expert Salesforce consulting, implementation, and optimization support.

Better Partners Salesforce Consultants

We hope the Better List can help you achieve your goals. If there is any other way we can assist you reach out.