Real Results, Real Impact

Levo Funding

Small Business Funding

By Jason Booher — Founder, Solution Architect

Field Service

Formerly Known as Field Service Lightning

By Ashley Blue — Implementation Consultant

Financial Services Cloud (FSC)

Customer 360 for Financial Services

By Jason Booher — Founder, Solution Architect

Service Cloud

Customer Support and Service Tools

By Jason Booher — Founder, Solution Architect

Marketing Cloud (Account Engagement)

Previously Called Pardot

By Jason Booher — Founder, Solution Architect

Sales Engagement

Previously Called High Velocity Sales

By Jason Booher — Founder, Solution Architect

Omni Studio

Advanced Industry Tools

By Jason Booher — Founder, Solution Architect

CRM Analytics

Advanced Reporting, Dashboards, and Data Analytics

By Jason Booher — Founder, Solution Architect

Revenue Cloud (CPQ)

Advanced Quotation and Subscription Tools

By Jason Booher — Founder, Solution Architect

Mulesoft

High powered API and External Functionality

By Jason Booher — Founder, Solution Architect

Agency Management

By Jason Booher — Founder, Solution Architect

Agent Licensing

Keep track of your Agents and Agency Licensing and Compliance

By Jason Booher — Founder, Solution Architect

Insurance Quotations

Track Product Bundles and Provided Coverages

By Jason Booher — Founder, Solution Architect

Broker Relations

By Jason Booher — Founder, Solution Architect

Carrier Management

Keep track of Carriers as Partners, Rates, Commissions, and reports all in Your Software.

By Jason Booher — Founder, Solution Architect

Coverages

Track coverages for all your quotes, clients, and claims.

By Jason Booher — Founder, Solution Architect

Investor Property Matching / Dispositions

Match Properties to the right investors.

By Jason Booher — Founder, Solution Architect

Aquisition Tools

Help your acquisition teams find and acquire properties.

By Jason Booher — Founder, Solution Architect

Property Portfolios

By Jason Booher — Founder, Solution Architect

Investment Tracking

By Jason Booher — Founder, Solution Architect

Transactions

By Jason Booher — Founder, Solution Architect

IRR / Cost Analysis

By Jason Booher — Founder, Solution Architect

Risk Assessment / Rating

Automate risk metrics and risk assessment directly in platform.

By Jason Booher — Founder, Solution Architect

Documentatation

Secure Downloads, Onboarding Portals, Document Generation.

By Jason Booher — Founder, Solution Architect

Underwriting

Speed up your underwriting teams with risk assessment, stipulations and required documentation, and more.

By Jason Booher — Founder, Solution Architect

Referral Tracking

Custom Links, Reporting on Partner Efficacy, Co-Branded Signup Portals

By Jason Booher — Founder, Solution Architect

Customer 360 Views

Understand Your Customers Through Better Customer Data, and Relationships

By Jason Booher — Founder, Solution Architect

Life Event Tracking

Help your clients plan for the future, and provide services for their present.

By Jason Booher — Founder, Solution Architect

KYC

Know Your Customer

By Jason Booher — Founder, Solution Architect

Asset Tracking

By Jason Booher — Founder, Solution Architect

Client Portfolio Portals

Let your clients see their portfolio growth, and interact on their own.

By Jason Booher — Founder, Solution Architect

WMS Integration

Your Client's WMS information living directly in Salesforce

By Jason Booher — Founder, Solution Architect

Money Movement Tools

Account Openings, Investment, Transfers, originating in Salesforce

By Jason Booher — Founder, Solution Architect

Milestone Tracking

By Jason Booher — Founder, Solution Architect

Limited Partner / Investor Tracking

By Jason Booher — Founder, Solution Architect

Transaction Automation

By Jason Booher — Founder, Solution Architect

Capital Call Systems

Automate capital calls, and track contributions for each investor.

By Jason Booher — Founder, Solution Architect

Document Generation

By Jason Booher — Founder, Solution Architect

Secure File Solutions

By Jason Booher — Founder, Solution Architect

Investor Portals

By Jason Booher — Founder, Solution Architect

Inventory Management

Track available inventory, location, dates, and bundles in Salesforce where you make your quotes.

By Jason Booher — Founder, Solution Architect

Complex Product Bundle Quotations

Bundle and track products and substitutions

By Jason Booher — Founder, Solution Architect

Custom BOMs

By Jason Booher — Founder, Solution Architect

Complex Warranty Systems

Vendor warranties, and internal warranties tracked for every need.

By Jason Booher — Founder, Solution Architect

QA

By Jason Booher — Founder, Solution Architect

Technician Dispatch

By Jason Booher — Founder, Solution Architect

Maps and Routing

By Jason Booher — Founder, Solution Architect

Contractor Skill Management

Track skills for each contractor, allowing for scheduling based on need.

By Jason Booher — Founder, Solution Architect

Mobile Forms

By Jason Booher — Founder, Solution Architect

Scheduling

By Jason Booher — Founder, Solution Architect

Secret Shopper Scores

By Jason Booher — Founder, Solution Architect

Maintenance Requests

By Jason Booher — Founder, Solution Architect

Franchise Portal

By Jason Booher — Founder, Solution Architect

Time Tracking / Recording

By Jason Booher — Founder, Solution Architect

Project Tracking

By Jason Booher — Founder, Solution Architect

Task Management

By Jason Booher — Founder, Solution Architect

Efficiency Analysis

Track SLAs, Entitlements, and Speed to Complete Tasks

By Jason Booher — Founder, Solution Architect

Experian Integration

Commercial, and Personal

By Jason Booher — Founder, Solution Architect

New Fund Marketing / Cross Sales

By Jason Booher — Founder, Solution Architect

Real Estate Investment Strategies

By Jason Booher — Founder, Solution Architect

Experience Cloud

Websites, Portals, and Web-apps built right into Salesforce

By Jason Booher — Founder, Solution Architect

BioWerX Medical

Advanced Medical Sales Solutions

By Jason Booher — Founder, Solution Architect

Sales Cloud

Salesforce’s Industry Leading Platform

By Jason Booher — Founder, Solution Architect

Higginbotham

Tailored insurance, financial and HR services

By Jason Booher — Founder, Solution Architect

Hotchkiss Insurance

Insurance Lead Process Quick Start

By Jason Booher — Founder, Solution Architect

Employer Direct Health Care: Physician Portal

By Jason Booher — Founder, Solution Architect

BioWerX Medical: Provider Portal

Insurance Verification, Product Ordering, Inventory, And Support

By Jason Booher — Founder, Solution Architect

Grad Guard

Renters and Tuition Insurance for Students

By Jason Booher — Founder, Solution Architect

Power Of Zero

Retirement Investment Strategy

By Jason Booher — Founder, Solution Architect

Predictive Analytics

By Jason Booher — Founder, Solution Architect

Agentforce

By Jason Booher — Founder, Solution Architect

React Websites / Webapps

By Jason Booher — Founder, Solution Architect

Cloudflare Services

By Jason Booher — Founder, Solution Architect

Cloudflare Stream

Media securely hosted, displayed anywhere.

By Jason Booher — Founder, Solution Architect

Cloudflare Zero Trust

Web Security, SSO, Encrypted VPN

By Jason Booher — Founder, Solution Architect

Cloudflare Tunnels

Secure access to webapps hosted anywhere, from anywhere.

By Jason Booher — Founder, Solution Architect

Cloudflare Web Workers

site or web applications on the most powerful and secure hosting platform.

By Jason Booher — Founder, Solution Architect

Advanced Quoting Tools

Give your teams the tools they need for high speed quoting for complex needs.

By Jason Booher — Founder, Solution Architect

OCR / Document Intelligence

Intelligently Retrieve Data from Documents

By Jason Booher — Founder, Solution Architect

AI

AI and Agent based solutions for complicated problems in any industry.

By Jason Booher — Founder, Solution Architect

Product Substitutions

Track and quote similar spec items from multiple vendors

By Jason Booher — Founder, Solution Architect

Banking

Drive Client Satisfaction with Your Banking Services

By Jason Booher — Founder, Solution Architect

Summarization And Data Extraction

Retrieve and Summarize Text from Documents and Communication

By Jason Booher — Founder, Solution Architect

Intelligent Chat Bots

Create Agents capable of holding secure and well guided conversation

By Jason Booher — Founder, Solution Architect

Insurance

Accelerate from first contact to offers, and track policies, claims, and renewals.

By Jason Booher — Founder, Solution Architect

Vendor Pricing Integration

Keep your prices up to speed in fast paced markets.

By Jason Booher — Founder, Solution Architect

Offers

Automated Offers, Acceptance, and Beyond

By Jason Booher — Founder, Solution Architect

Real Estate Wholesale

Boost Acquisitions and Dispositions to move properties fast.

By Jason Booher — Founder, Solution Architect

Voice To Text and Voice To Action

Simply talk into your phone to work with your software.

By Jason Booher — Founder, Solution Architect

Wealth Management

Helping the Wealth Management Industry Manage Their Clients

By Jason Booher — Founder, Solution Architect

Agentic Actions In Salesforce

AI performing complex automation needs in Salesforce

By Jason Booher — Founder, Solution Architect

Automated K1 Generation

Reduce man hours generating K1s and distributing them.

By Jason Booher — Founder, Solution Architect

Mortgage

Make Mortgage Processes Easy: From Start to Finish!

By Jason Booher — Founder, Solution Architect

Investment Ecosystems

A one stop shop for managing your Partners, Investors, and their investments.

By Jason Booher — Founder, Solution Architect

AI / n8n Workflows

Workflow automation across multiple platforms

By Jason Booher — Founder, Solution Architect

Business and Commercial Lending

Making lending faster, safer, and easier—for your team and your borrowers.

By Jason Booher — Founder, Solution Architect

Salesforce Einstein

By Jason Booher — Founder, Solution Architect

Manufacturing and Inventory

Advanced Product Solutions, Order Fulfillment, Product Packages, Warranty, And More

By Jason Booher — Founder, Solution Architect

LLM Integrations

Generative Models Specific to Your Use-Case

By Jason Booher — Founder, Solution Architect

Service Scheduling

Keep track of your technicians, client requests, work done, and more.

By Jason Booher — Founder, Solution Architect

RAG Systems

By Jason Booher — Founder, Solution Architect

AI Strategy

By Jason Booher — Founder, Solution Architect

Franchise Management

By Jason Booher — Founder, Solution Architect

Medical

Post Operation Package Solutions

By Jason Booher — Founder, Solution Architect

Medical

Medical Supplies Resales

By Jason Booher — Founder, Solution Architect

Medical

Patient Insurance Verification

By Jason Booher — Founder, Solution Architect

Project Management

By Jason Booher — Founder, Solution Architect