What makes Salesforce even more helpful is its AppExchange platform. A Salesforce consulting partner can guide you in choosing the right AppExchange apps to match your business needs. AppExchange is like an app store for Salesforce users, offering thousands of apps that can improve your business.
These apps help SMBs with tasks like marketing, sales, project management, document creation, and reporting. They save time, reduce manual work, and help teams stay focused. In this blog, we’ll look at the Top 10 AppExchange Apps by Salesforce Consulting Partner (2025). These apps are popular, affordable, and very effective.
1. Jotform
Purpose
Form creation and workflow automation
What it does:
Jotform lets you create custom forms and surveys. You can use it to collect customer data, feedback, or service requests. It also allows you to connect the forms with your Salesforce account.
Key features:
- Drag-and-drop form builder
- Autofill forms with Salesforce data
- Electronic signatures
- Approval workflows
- Reports and analytics
Why is it great for SMBs?
Jotform is easy to use and flexible. It saves time by reducing manual data entry. It’s perfect for collecting leads or running internal workflows.
2. Zapier
Purpose:
App integration and automation
What it does:
Zapier connects Salesforce to thousands of other apps. It helps you automate tasks like sending emails, creating records, or posting updates.
Key features:
- Supports over 6,000 apps
- No coding required
- Easy automation setup
- Pre-built templates
Why is it great for SMBs?
Zapier reduces manual work and speeds up daily tasks. It allows small teams to work smarter by connecting different tools in their tech stack.
3. Veloxy
Purpose:
Sales enablement using AI
What it does:
Veloxy helps your sales team stay productive. It tracks calls, emails, and meetings. It also uses artificial intelligence to suggest which leads are more likely to convert.
Key features:
- Predictive lead scoring
- Call and email tracking
- Mobile access for sales reps
- Calendar and email integration
Why is it great for SMBs?
Veloxy helps small sales teams make better decisions. It cuts down on admin tasks and focuses on what matters most: closing deals.
4. Mission Control
Purpose:
Project management
What it does:
Mission Control is a project management app built for Salesforce. It helps you plan, assign, and track projects and tasks.
Key features:
- Gantt charts for scheduling
- Resource planning
- Task assignment wizard
- Time tracking
- Team collaboration tools
Why is it great for SMBs?
Mission Control keeps your projects on track. It helps teams stay organized and meet deadlines without switching between tools.
5. PandaDoc
Purpose:
Document creation and tracking
What it does:
PandaDoc helps you create, send, and track documents like quotes, contracts, and proposals. It connects with your Salesforce records, so you don’t have to enter the same data twice.
Key features:
- Templates for documents
- E-signature support
- Document analytics
- Workflow automation
Why is it great for SMBs?
PandaDoc speeds up the document process. You can send proposals faster and get deals signed quickly.
Read More – 8-Step Guide to Choosing the Right Salesforce Implementation Service in 2025
6. MailChimp for Salesforce
Purpose:
Email marketing
What it does:
MailChimp helps you run email campaigns directly from Salesforce. You can segment your audience, send newsletters, and track results.
Key features:
- Email list syncing
- Campaign creation
- Audience segmentation
- Performance analytics
Why is it great for SMBs?
MailChimp is a well-known email tool that’s simple to use. It’s ideal for reaching customers and building long-term relationships.
7. Agile Accelerator
Purpose:
Agile project management
What it does:
Agile Accelerator helps teams manage agile workflows inside Salesforce. It’s great for product development, IT, and other fast-moving teams.
Key features:
- Organize sprints
- Track backlogs and user stories
- Monitor team progress
- Drag-and-drop planning tools
Why is it great for SMBs?
Agile Accelerator supports agile teams without needing external project tools. It keeps everything inside Salesforce and is free to use.
8. Sales Analytics
Purpose:
Visual dashboards and sales reporting
What it does:
Sales Analytics gives you powerful dashboards to track your sales pipeline, performance, and customer trends.
Key features:
- Pre-built sales dashboards
- Real-time pipeline updates
- Data filtering and charts
- Custom KPIs
Why is it great for SMBs?
Sales Analytics helps business owners understand what’s happening in real time. It makes data easy to read and helps in decision-making.
9. Conga Composer
Purpose:
Document generation from Salesforce data
What it does:
Conga Composer lets you create personalized documents using Salesforce records. It’s useful for invoices, quotes, and letters.
Key features:
- Templates for different document types
- Pulls data from Salesforce fields
- Batch document generation
- Integration with email and storage tools
Why is it great for SMBs?
Conga Composer makes document creation fast and error-free. It removes the need to copy and paste data between systems.
10. DocuSign
Purpose:
E-signature and digital contract management
What it does:
DocuSign allows you to send documents for electronic signature. It connects with Salesforce to track the signing process and update records.
Key features:
- Legally binding e-signatures
- Workflow automation
- Signing status tracking
- Secure and compliant
Cost:
Paid plans available.
Why is it great for SMBs?
DocuSign simplifies the process of getting contracts signed. It helps close deals faster and keeps everything digital.
In Conclusion,
The right AppExchange apps can turn Salesforce into a powerful engine for your business. Whether you want to automate tasks, improve sales, manage projects, or streamline documents, these tools make it easier and faster. For SMBs in 2025, staying efficient and connected is more important than ever.
But, choosing and setting up these apps can take time and expertise. That’s where Vixtrix comes in.
Victrix is a trusted Salesforce consulting partner and implementation partner with deep experience helping SMBs unlock the full power of Salesforce. We’ll help you pick the right tools, set them up smoothly, and make sure they work perfectly for your team.
Ready to take the next step?
Contact Victrix today to speak with a Salesforce expert and start building your smarter CRM future.
