9 Solutions. One Mission.
Every GTM Cloud product is built natively on Salesforce — no middleware, no sync issues, no workarounds. Install from AppExchange and go live in minutes.
Duplication Manager
Stop duplicates before they start.
Duplicate records are the silent killer of CRM data quality. Duplication Manager gives your team intelligent matching rules, automated merge workflows, and real-time prevention — so your Salesforce org stays clean without manual cleanup sprints.
- Configurable fuzzy matching rules across any object
- Automated merge with field-level winner selection
- Real-time duplicate prevention on record creation
- Bulk deduplication for existing dirty data
- Full audit trail of all merge activity
From 62% to 94% data quality in under a month
Teams using Duplication Manager report dramatic improvements in pipeline accuracy, forecasting reliability, and rep productivity — because clean data means confident decisions.
Guided Import
Import data without the fear.
Data migrations and bulk imports shouldn't require a data loader expert. Guided Import walks your team through every step — field mapping, validation, error handling — so records land correctly the first time.
- Step-by-step import wizard with inline validation
- Intelligent field mapping with suggestions
- Pre-import error detection and correction
- Support for Leads, Contacts, Accounts, and custom objects
- Import history and rollback capability
What used to take a full day now takes an hour
RevOps teams eliminate the back-and-forth of failed imports and manual data cleanup. Guided Import means your data lands right — every time.
Field Comparison & Enrichment
Richer data. Smarter decisions.
Stale and inconsistent field values erode trust in your CRM. Field Comparison & Enrichment lets you compare values across related records and enrich them with intelligent suggestions — keeping your org accurate without manual data entry.
- Side-by-side field comparison across related records
- Intelligent enrichment suggestions based on existing data
- Bulk field update workflows
- Configurable comparison rules per object
- Change tracking and approval workflows
Eliminate stale data without manual cleanup
Business analysts and RevOps teams use Field Comparison & Enrichment to maintain data accuracy at scale — without writing a single line of code.
Custom Clone
Clone smarter. Work faster.
Salesforce's native clone is limited. Custom Clone lets you replicate any record — including all related records — with fully configurable rules that match your exact business process. No more manual re-entry.
- Clone parent records with all related child records
- Configurable field inclusion and exclusion rules
- Field value overrides on clone
- Support for any standard or custom object
- Clone templates for repeatable business processes
Replicate complex records in seconds, not hours
Sales reps and ops teams use Custom Clone to spin up new opportunities, accounts, and projects from proven templates — eliminating repetitive data entry.
Document Uploader
Documents, organized and attached.
Chasing down documents and manually attaching them to records wastes hours every week. Document Uploader provides a guided upload experience with metadata tagging — so files land on the right records, every time.
- Guided upload flow with required field validation
- Automatic attachment to parent Salesforce records
- Configurable metadata fields per document type
- Bulk upload with progress tracking
- Document type enforcement and file size limits
No more lost documents or manual file hunting
From contracts to compliance docs, Document Uploader ensures every file is properly tagged, attached, and findable — directly inside Salesforce.
Field History
Full audit trail. No limits.
Salesforce's native field history tracking caps at 20 fields per object. Field History removes that ceiling — track changes to any field, on any object, with complete timestamps and user attribution.
- Unlimited field tracking beyond Salesforce's 20-field cap
- Full change history with before and after values
- User attribution and timestamp on every change
- Configurable retention periods
- Exportable audit reports for compliance
Installed, configured, and live in 30 minutes
Compliance teams, auditors, and ops leaders rely on Field History to answer 'who changed what and when' — without custom development or expensive add-ons.
Hierarchy Viewer
See the full picture, instantly.
Complex account hierarchies and org structures are impossible to navigate in a flat list view. Hierarchy Viewer renders interactive tree visualizations of any record relationship — directly inside Salesforce.
- Interactive tree visualization of account hierarchies
- Configurable node display fields
- Drill-down navigation to any record in the tree
- Support for custom object relationships
- Exportable hierarchy diagrams
Navigate complex accounts without the confusion
Enterprise sales teams and account managers use Hierarchy Viewer to understand parent-child relationships, territory coverage, and org structure at a glance.
Custom Lead Converter
Convert leads your way.
Salesforce's standard lead conversion is rigid. Custom Lead Converter gives you full control — map custom fields, create related records, enforce your conversion process, and ensure no data gets left behind.
- Custom field mapping from Lead to Contact, Account, Opportunity
- Automatic creation of related records on conversion
- Configurable conversion rules and validation
- Conversion templates for different lead sources
- Conversion history and reporting
No data left behind on lead conversion
RevOps teams use Custom Lead Converter to enforce consistent conversion processes — ensuring every custom field, related record, and business rule is applied every time.
Ready to bring your Salesforce org to life?
All 9 solutions are available on AppExchange with free trials. Install in minutes, see results immediately.