ReachStack for Salesforce
Sales Communication & Growth Intelligence
By itracMEDIA Inc.Marketing Automation
- Rating
- 5.0
- Reviews
- 4
- Pricing
- Free to install
- Listed since
- 2011
About ReachStack for Salesforce
ReachStack for Salesforce – Driving Advisor Growth, Engagement, and ROI
ReachStack transforms Salesforce into a daily growth engine for financial advisors. By embedding communication and engagement tools directly into Salesforce Financial Services Cloud and Sales Cloud, advisors finally get a CRM they want to use.
Powered by AI, ReachStack automates compliant, personalized client communication at scale and captures engagement signals to show advisors exactly which prospects are ready, which clients are at risk, and what conversations to prioritize.
For enterprises, ReachStack delivers proven +70% advisor adoption inside Salesforce, unlocking the ROI of CRM investments through higher productivity, stronger client engagement, and measurable retention and conversion gains. Built for financial services, ReachStack is secure, compliant, and proven at enterprise scale.
Highlights
- Advisor Communication Inside Salesforce – Integrated tools in Financial Services Cloud & Sales Cloud make CRM adoption seamless.
- AI-Powered Client Engagement – Automates compliant, personalized outreach at scale to strengthen advisor–client relationships
- Salesforce Insights for Advisors – Real-time engagement signals highlight which prospects are ready, at risk, or need a call.
- Proven Advisor Adoption – +70% usage inside Salesforce dashboards, driving daily CRM activity and ROI.
- Enterprise-Grade Security & Compliance – Built for financial services, fully compliant and scalable across large organizations.
- Maximize CRM ROI – Increase advisor productivity, client retention, and conversion rates directly in Salesforce.
Screenshots and videos
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Pricing
Free to install.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Advisor - Core | $1,000 per user | Yearly | 30 days |
Free trials available. Please contact us to discuss your firm's needs.
Compatibility
- Works with
- Sales Cloud
- Marketing Cloud
- Financial Services Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on December 1, 2025
- Industries
- Financial Services
- Professional Services
- Languages
- English
- French
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