Invoices for Salesforce
The Invoices for Salesforce platform lets companies manage their invoices right within Salesforce. At its heart lies a new approach that allows organizations of all sizes implement their own custom-made billing process, and design their invoices content and look-and-feel to fit their exact needs. Whether you offer products or services, whether they are one-time or recurring, or whether you receive donations, it always comes down to designing the specific billing scenario that applies in each case. Whether you need to add taxes or shipping to your invoices, whether you offer discounts, or need your invoices to be in different currencies and languages, the platform invoice template editor makes it easy to include the data from Salesforce you want to display in your invoices, and design their layout to look the way you want. Billing boils down to running your custom-made billing flows in either individual or batch mode with clicks only, and there is no need to rekey a thing. But we didn’t stop at billing. You can record payments, streamline dunning, and add financials alongside your sales and customer information to open Customer 360 to your entire organization.
Top keywords
- invoices6×3.16%
- billing5×2.63%
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- salesforce3×1.58%
- add2×1.05%
- custom-made2×1.05%
- custom-made billing2×1.05%
- customer2×1.05%
- design2×1.05%
- down2×1.05%
- offer2×1.05%
- platform2×1.05%
Aircall CTI | Voice & SMS integrated, Call center, dialer, Telephony, messaging
Aircall delivers intelligent voice agents, automated workflows, and real-time coaching — with the security posture and admin controls Salesforce requires. Every call, voicemail, and SMS logs automatically as a Task or Activity against the right Lead, Contact, Account, Opportunity, or Case — recording link and AI summary in the timeline, so Einstein, reporting, and forecasting see complete data. Reps click-to-dial from any record, screen-pop surfaces context before connecting, and the embedded softphone keeps reps in Salesforce. AI Virtual Agents deflect routine questions and escalate with full context, so reps focus on conversations that move pipeline. SOC 2 Type II, GDPR-aligned, 99.95% uptime SLA. Admin controls, SSO, role-based provisioning, clean activity sync. Too Good To Go: calls doubled per person per day, conversions up 10–15%, productivity up 50% across 17 countries — zero manual data entry. Book a demo or get free access today.
Top keywords
- reps3×2.11%
- activity2×1.41%
- admin2×1.41%
- admin controls2×1.41%
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- ai2×1.41%
- context2×1.41%
- controls2×1.41%
- data2×
