Is Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator cheaper?

Both Market Builders CRM for Institutional Asset Management and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator offer paid plans only. Market Builders CRM for Institutional Asset Management starts at paid; PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Market Builders CRM for Institutional Asset Management (4.9★, 16 reviews) and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator (5.0★, 220 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator holds the higher average rating (5.0★ vs 4.9★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Both apps are one-click installs from the Salesforce AppExchange. PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the deeper published review base (220 vs 16), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Market Builders CRM for Institutional Asset Management typically suits early-stage and growth-mode teams based on its published review base (16 reviews). PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator typically suits early-stage and growth-mode teams based on its published review base (220 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

Market Builders CRM vs PDF Butler - Document — Salesforce

Market Builders CRM for Institutional Asset Management vs PDF Butler - Document Generation | PDF, Word, PPTX,

Side-by-side comparison · 24 data points

Market Builders CRM for Institutional Asset Management

4.9·16reviews

Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Market Builders CRM for Institutional Asset Management	PDF Butler - Document Generation \| PDF, Word, PPTX,
Tagline	“Market Builders CRM is designed for the IAM industry and used by sales, marketing and service users working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database and works with Sales & Service Clouds as well as FSC.”246 chars	“Generate on-brand documents from Salesforce—quickly and at scale. PDF Butler combines document generation, data extraction, contract negotiation, collaboration, eSignature, and Agentforce integrations in one platform for the entire document lifecycle.”251 chars
Description	1071 / 2000 chars54% used	1112 / 2000 chars56% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	Market Builders Inc.	CloudCrossing

At a glance

8 metrics · auto-computed

Feature comparison between Market Builders CRM for Institutional Asset Management and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator
Metric	Market Builders CRM for Institutional Asset Management	PDF Butler - Document Generation \| PDF, Word, PPTX, Email & Excel Generator
Rating	4.9 ★	★ 5.0 ★
Total reviews	16	★ 220
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	3	★ 9
Languages	1 supported	16 supported
Listed since	May 2008	Jan 2019

AppRanks verdict

Generated from live data on this page

The call

Market Builders CRM for Institutional Asset Management and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator are evenly matched on rating (4.9★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: Market Builders CRM for Institutional Asset Management at paid, PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator has the larger user base (220 reviews vs 16), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Market Builders CRM for Institutional Asset Management's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Market Builders CRM for Institutional Asset Management audit • PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator audit

Listed	May 19, 2008	January 21, 2019

Last updated	—	—

3. Features

As listed by each developer

Market Builders CRM for Institutional Asset Management

Manage Relationships, Opportunities, Portfolios and Strategies/Products for Institutional Prospects & Clients as well as Financial Consultants. Integrates with FSC.
Provides the architecture for Intermediary sales through various channels and resources like RIA's and Platform Providers. Product/Strategies can be tracked at all levels: opportunities, portfolios, product ratings by consultants, & platforms approved.
Ability to store all S&P Money Market Directory Data

PDF Butler - Document Generation | PDF, Word, PPTX,

Complex document workflows slow your team down. Automate document generation from any Salesforce object and create quotes, contracts, proposals, invoices, and more using Salesforce data—without leaving your CRM.
Manual document steps create bottlenecks. Add document generation actions to Salesforce Flow to automate document creation, approvals, and delivery as part of your existing workflows—without manual intervention.
Complex CPQ workflows make accurate documents difficult to produce. Turn Salesforce product, pricing, and customer data into personalized documents in just a few clicks—reducing manual work and accelerating document creation.
Creating branded PDFs manually takes time. Automate document generation and PDF creation from Salesforce data, using dynamic templates, objects, and workflows to deliver accurate, branded PDFs automatically.
Getting contracts signed can slow down deals. Use Digital Signature to automate signing workflows for opportunities, quotes, and contracts—so recipients can sign faster from anywhere without leaving Salesforce.
Documents scattered across systems make collaboration difficult. Centralize document management in Salesforce, collaborate through SharePoint or Google Drive, and access documents with the built-in PDF reader—all in one place.
Manually entering data from scanned documents is slow and error-prone. Document Extractor uses advanced OCR and AI to capture typed or handwritten data and map it directly to standard or custom Salesforce objects.
Every industry has different document requirements. PDF Butler supports industries including manufacturing, healthcare, financial services, and non-profits, generating documents tailored to specific business and industry needs.
Different teams need documents in different formats. Generate and deliver content as PDF, Word, Excel, Email, PowerPoint, or Fillable Forms–so you can support every document use case from a single Salesforce platform.

Keyword	Market Builders CRM for Institutional Asset Management	PDF Butler - Document Generation \| PDF, Word, PPTX,
form builder	#94	#65

7. App details

Long-form description · keyword frequency

Market Builders CRM for Institutional Asset Management

OPPORTUNITY MANAGEMENT • Track and link the consultant and service providers influencing each deal • Manage RFP’s and RFI’s through the entire response process • Alerts when reaches a critical stage or closes • Track competitors and status CLIENT SERVICE • Improved communication on account data & performance to clients and service providers • Make portfolio data that resides in other systems/databases easily accessible • Manage client reporting process Track and manage clients with "At-Risk" portfolios CONSULTANT RELATIONS • Track, Monitor and Manage consultant relationships • Conduct searches for best fit consultants MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS - Track Opportunities and Portfolios by strategy - Track and manage Intermediary & Platform Provider relationships by strategy MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS ACCESS TO 3RD PARTY DATA • S & P Money Market Directory ( MMD ) – all data elements COMPLIANCE • Facilitate risk profiling and KYC requirements • Automated “workflow” to insure steps followed & policies observed

Top keywords

track6×4.23%
consultant4×2.82%
data4×2.82%
providers3×2.11%
service3×2.11%
client2×1.41%
clients2×1.41%
platform2×1.41%
portfolios2×1.41%
process2×1.41%
relationships2×1.41%
service providers2×1.41%

PDF Butler - Document Generation | PDF, Word, PPTX,

PDF Butler simplifies document automation in Salesforce. Natively integrated with Salesforce, it supports the entire document lifecycle—from data collection and document generation to contract management, eSignature, collaboration, storage, and AI-powered document workflows. Core Capabilities: ✔ Document Extractor – Turn scanned documents into Salesforce records automatically. ✔ Dynamic Forms – Easily collect and update Salesforce records. ✔ Contract Lifecycle Management (CLM) – Manage contracts directly from Salesforce. ✔ Document Generation – Generate personalized, branded documents with one click. ✔ Batch Document Generation – Automate bulk documents at scale. ✔ Digital Signature – Send and sign documents directly from Salesforce. ✔ Document Management & Collaboration – Keep every document organized and connected. ✔ Document Agent (AI) – Use AI to speed up document work. With support for PDF, Word, Excel, Email, PowerPoint, and Fillable Forms, PDF Butler provides flexibility across use cases. From a single contract to thousands of invoices, automate document workflows at scale—without code.

Top keywords

document12×8.63%
salesforce6×4.32%
documents4×2.88%
contract3×2.16%
document generation3×2.16%
generation3×2.16%
management3×2.16%
pdf3×2.16%

Market Builders CRM for Institutional Asset Management vs PDF Butler - Document Generation | PDF, Word, PPTX,

Market Builders CRM for Institutional Asset Management

1. Listing metadata

PDF Butler - Document Generation | PDF, Word, PPTX,

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Market Builders CRM for Institutional Asset Management · 0 changes

PDF Butler - Document Generation | PDF, Word, PPTX, · 8 changes

7. App details

Frequently asked

Is Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator cheaper?

Which has better reviews, Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Should I choose Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

Which is faster to set up, Market Builders CRM for Institutional Asset Management or PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Market Builders CRM for Institutional Asset Management and PDF Butler - Document Generation | PDF, Word, PPTX, Email & Excel Generator?