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Essential Tools for Salesforce Users

Data Management
Reports
Dashboards
Document Creation
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"I am using this great application for several nonprofit clients and I cannot say enough good things about the Apsona and their outstanding support... I highly recommend Apsona!"
– Tal Frankfurt, Cloud for Good
"Apsona is already a fantastic tool for data manipulation. [And] the new multi-step reporting add-on is must-have."
– Judi Sohn, Salesforce Foundation
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Apsona for Salesforce

Manage your Salesforce data with ease.
  • Quickly find and filter data records with cross-object filtering
  • Mass add-to-campaign and mass email
  • Export and mass-update data fields in just a few clicks
  • Import data records with a much simpler interface

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Multi-step reports

Create ad-hoc reports, extract and analyze data with ease, no coding required.
  • Cross-object reporting across any number of objects
  • Supports any number of Salesforce objects, native or custom
  • Includes "exception" filtering
  • Entirely browser-based, with no plugins or add-ons needed

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Dashboards and charts

Quickly create pretty charts, pivot tables and dashboards.
  • Use any object or Apsona report as data source
  • Create line and bar charts, pivot tables, key performance indicators, and more
  • Set up dashboards with a simple drag-and-drop interface
  • Dashboards refresh instantly and show real-time data

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Document generation

Generate documents containing your Salesforce data.
  • Easily produce pixel-perfect Word documents, such as acknowledgement letters and proposals, containing data from Salesforce.
  • Generate pretty Excel reports with charts and pivot tables.
  • Send customized emails containing Salesforce data, such as thank-you letters and stay-in-touch emails.

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Batch gift entry for non-profits

Enter your gift, contact and payment info all in one screen.
If you are a non-profit organization that needs to enter gifts into your Salesforce database quickly, this add-on is for you.

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