Bridge the Gap Between Your Team and Your Clients
The all-in-one platform for Salesforce consultants. Sync tasks and time from ClickUp, manage clients from an admin portal, and give every client a native Salesforce experience.
Everything Your Clients Need, Inside Salesforce
A full-featured support portal your clients access from their own Salesforce org — no separate logins, no context switching.
Task List
Your clients see every task, filter by status or assignee, and expand subtasks — all inside Salesforce.
Dashboard & Reporting
Budget tracking, monthly hours charts, assignee breakdowns, and overdue alerts at a glance.
Time Tracking
Log hours from Salesforce and see exactly where every minute goes across tasks and team members.
Two-Way Comments
Comments, @mentions, and image uploads sync instantly between Salesforce and ClickUp.
Email Notifications
Get notified on status changes, new comments, budget thresholds, and more — with digest and quiet hours options.
Role-Based Permissions
Four permission levels let you control exactly what each user can see and do.
Booking & Scheduling
Multi-admin booking with Calendly or any provider
White-Label Branding
Your logo, colors, and domain across all client orgs
Team Management
Per-user OAuth tokens, cost rates, and activity tracking
Contract Management
Ad-hoc, MSA, project, and implementation contract types
Screenshot Uploads
Paste or upload images directly in comments and tasks
Task Reminders
"Remind me in X days" on any task, delivered via email
Real-Time Webhooks
HMAC-verified webhooks sync changes instantly
Enterprise Security
AES-256 encryption, CSP headers, OWASP-audited
Up and Running in Minutes
Three steps. No code. No consultants needed to install your consultant tool.
Install the Package
Click "Install Now" and follow Salesforce's installation wizard. Install for all users or just admins — your choice. Takes under 2 minutes.
Connect Your ClickUp
Open the Support tab in Salesforce, sign in with ClickUp OAuth, and select which Space and List to sync. That's the entire setup.
Your Clients Are Live
Tasks sync automatically via webhooks. Your clients can view progress, add comments, and track time — all from their native Salesforce experience.
Built for Agencies, Loved by Clients
Your clients get a native Salesforce experience. You get a full-featured admin portal to run your practice.
- Financial dashboards with delivery margin, profitability, and forecasting
- Client health reports, contract management, and invoice generation
- White-label branding, team management, and role-based access
- Start free — plans from $99/mo as you grow
Run Your Practice from One Dashboard
More than a sync tool. SFConduit gives you a complete consulting management platform.
Financial Dashboards
Revenue, delivery margin, effective rates, and MRR at a glance. Filter by client type or date range.
Health Reports
Client health scoring, contract tracking, budget alerts, and renewal forecasting across your portfolio.
Revenue Forecasting
Project revenue trends, team utilization, and budget projections based on historical data.
Invoicing
Generate invoices from tracked time. Filter by client, date range, and team member. Export to Excel.
Growing Integration Ecosystem
ClickUp today. Salesforce-native and Zoho coming next.
ClickUp
Available NowSalesforce-to-Salesforce
Manage tasks in your own SF org, sync to clients
v2.0SFConduit Direct
No PM tool needed — manage everything from the portal
v2.0Zoho Projects
v3.0Simple, Transparent Pricing
Start free with 1 client org. Upgrade as your practice grows.
Growth
$99/mo
Up to 5 clients
Pro
$199/mo
Up to 15 clients
Agency
$349/mo
Unlimited clients
Ready to Give Your Clients Visibility?
Install SFConduit in under 2 minutes. Your first client org is free.