Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Digital Clipboard Connecter
by Digital ClipboardSalesforcePaid
Supports client onboarding, fact finding, meeting notes, and annual reviews in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
Digital Clipboard covers client onboarding, fact finding, meeting notes, insurance, and mortgage advisers.
Key capabilities
from the Salesforce AppExchange listingClient onboarding
The vendor states that Digital Clipboard covers client onboarding.
Fact finding
The vendor states that Digital Clipboard covers fact finding.
Meeting notes
The vendor states that Digital Clipboard covers meeting notes.
Who it's for
Wealth, insurance, and mortgage advisers.
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Digital Clipboard makes client onboarding easy. Fact finding, meeting notes, and annual reviews. Designed for wealth, insurance and mortgage advisers. More clients. Less Admin»