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CP Email Scheduler

Simplify recurring emails in Salesforce, emails can be scheduled so that they arrive at your customer inbox at the optimal time.

Features
  • Monitor scheduled emails in a single view
  • Build complex email criteria with filter logic
  • Group emails based on Salesforce data
  • Supports multiple time zones
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CP TidyFinance

Integrate Xero with Salesforce to help streamline your customer database and automate invoicing activities and much more.

Features
  • Create Xero invoices easily from within Salesforce
  • Gain insights about your customers and financial data
  • Eliminate double data entry and empower your teams
  • bi-directional sync ensuring all data is up to date
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CP Call Counter

Roll up the total number of calls made on a Lead record.

Features
  • Surface total number of calls on any report
  • Specify custom criteria for call counting
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