Sales
Coming soonSalesforce
In development: your Salesforce records, readable and editable in GetBizApps.
Salesforce is a Sales add-on currently in development for GetBizApps Suite. It is not available to switch on yet. Tell us if you need it and we will let you know as soon as it ships.
Not available yet
Salesforce is still in development.
You cannot switch this add-on on today, and it is not part of any GetBizApps Suite plan yet. This page is here so you know it is coming and can tell us if you need it — what customers ask for first is what gets built first.
What it will do
The Salesforce integration will bring accounts and contacts, leads and opportunities, tasks, cases and files across from Salesforce into GetBizApps. Opportunities will show their deal stage, value, probability and close date, cases their priorities, and tasks their deadlines and owners. New accounts and contacts will be added, existing records updated and outdated ones removed from a single interface, with a search bar for finding a specific account or contact.
Often switched on together
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Salesforce questions.
What people ask about an add-on that is still on the way.
Accounts and contacts, leads and opportunities, tasks, cases and files. Opportunities will carry deal stage, value, probability and close date, cases will show their priority, and tasks will carry deadlines and responsibilities.
Yes. New accounts and contacts can be added, existing records updated and outdated ones removed, all from a single interface rather than switching between systems. A built-in search bar finds a specific account or contact quickly.
In Settings: enable the integration and enter your Salesforce credentials. The integration is in development and does not yet have a published release date.
Not yet. Salesforce is a Sales add-on in development for GetBizApps Suite and cannot be switched on today. Let the team know you need it at https://getbizapps.com/contact and we will tell you as soon as it ships.
Salesforce will be priced as one of the add-ons in your GetBizApps Suite subscription, alongside the ones you already have enabled. Your total is built from the add-ons you switch on, your number of users and the duration you commit to.
GetBizApps Suite has a catalog of add-ons available now covering CRM and sales, HR, finance, operations, documents, communication, security and payments. Browse them at https://getbizapps.com/addons, or tell us what you are trying to do and the team will point you at the closest fit.
Want Salesforce sooner?
What customers ask for first is what gets built first. Tell us how you would use it and we will factor that in.