Contact Us

Feature studies

What happens when Salesforce actually fits your organization?

Spoiler alert: Complex operations are simplified. Manual tasks are automated.
Teams are empowered. Turns out, you don’t need 50 systems to run your organization.

  • Automation, CRM / Digital Workflow

Document Generation & Mailing Automation that makes you look good

Create, customize, and deliver invoices, receipts, and thank-you letters directly from Salesforce — digitally or physically.
  • CRM / Digital Workflow, Forms

Forms your way

Seamlessly sync external forms and Salesforce records in both directions
  • CRM / Digital Workflow

Automated Salesforce eSignature Integration Eliminates Manual Document Processes

One-click solution transforms time-consuming manual workflows into streamlined automated signature processes
  • CRM / Digital Workflow, Shipping

Automated and Integrated Shipping Solution

Price shop, generate labels, track, and and get notified about shipments directly within Salesforce
  • CRM / Digital Workflow

Smart Field Service Management

Coordinate on-site work with mobile-friendly routing, ordering, payments, and tracking
  • Forms, Payments

Grant Management That’s Built for Giving, and Built into Salesforce

End-to-end grant application, approval, and disbursement workflows customized for nonprofit missions.
  • Forms, Payments

Loan Management Workflows

From application to ACH repayment, manage your entire lending lifecycle inside Salesforce, with full automation and auditability.
  • Automation, CRM / Digital Workflow

Choose the right email sync for your business

Flexible email integration options for Salesforce that keep your CRM clean, connected, and clutter-free.
  • Automation, CRM / Digital Workflow

Advanced Email Routing

Automatically route inbound emails to the right agent by embedding tracking into every outbound message.
  • CRM, POS

Your POS, Your Rules — Built Right Into Salesforce

A fully customizable point-of-sale system for orgs that need more than receipts and registers.
  • Automation, CRM / Digital Workflow

Document Generation & Mailing Automation that makes you look good

Create, customize, and deliver invoices, receipts, and thank-you letters directly from Salesforce — digitally or physically.
  • CRM / Digital Workflow, Forms

Forms your way

Seamlessly sync external forms and Salesforce records in both directions
  • CRM / Digital Workflow

Automated Salesforce eSignature Integration Eliminates Manual Document Processes

One-click solution transforms time-consuming manual workflows into streamlined automated signature processes

Ditch the slow lane.

Get on the Fast Track.

Reach out for a free 30-minute chat and let’s explore the ROI of Salesforce for your business.

Book a free consultation
Contact Us
About
Services

For Nonprofits

For Businesses

For Healthcare

Paytram

Case Studies

Feature Studies

Testimonials
Contact Us