Bridge the Gap Between Your Team and Your Clients
Give every client a native Salesforce experience for support, comments, and time — automatically synced to the PM tool your team already uses.
What Your Clients See in Salesforce
A native Lightning Web Component installed in each client's Salesforce org. No separate logins, no context switching — just a new tab in their Salesforce where they log support, comment, and see status in real time.
Task List & Filters
Sortable columns, multi-select filters for status, assignee, and priority. Expand subtasks inline. Pagination with load-more.
Task Detail View
Open any task to edit status, priority, assignees, and description. Add comments, log time, and upload attachments in one modal.
Dashboard & Charts
Budget gauge, monthly hours bar/line chart, status donut, priority breakdown, assignee utilization, and overdue task alerts.
Time Tracking
Log hours with date, duration, and description. See time entries with start/end ranges. Monthly budget tracking with caps.
Two-Way Comments
Comments sync bidirectionally via webhooks. @mentions, image paste/upload, threaded replies, and clickable attachments.
Booking & Scheduling
Multi-admin booking picker with cards for each bookable team member. Calendly or any scheduling provider.
What Your Team Gets Back
Every client interaction logs automatically — so your team spends less time chasing updates and more time billing. Configure from the Settings tab inside Salesforce or the portal.
Invoice Generation
Generate invoices from tracked time. Filter by client, date range, and team member. Export to Excel with payment terms.
Email Notifications
17 trigger types including daily/weekly digests, quiet hours, budget alerts, stale task warnings, and per-task subscribe.
Task Reminders
Set 'Remind me in X days' on any task from the detail modal. Delivered via email at 9 AM on the scheduled day.
Role-Based Permissions
Four tiers — Admin, Client Admin, User, Viewer — control who can create tasks, log time, or just observe.
Team Management
Per-user ClickUp OAuth tokens, profile picture sync, activity tracking, and 90-day token rotation warnings.
White-Label Branding
Upload your logo, set primary/secondary colors, and add your website. Flows automatically to every connected client org.
Screenshot Uploads
Paste or drag images directly into comments and tasks. Shared Google Drive folder link for file sharing.
Plus a Web Portal for Practice Management
Optional companion portal for forecasting, client health, and invoicing across all your clients. Log in with ClickUp OAuth — no extra accounts to manage.
Financial Dashboards
Revenue, delivery margin, effective hourly rates, and MRR at a glance. Filter by client type or date range.
Client Health Reports
Health scoring, contract tracking, budget alerts, and renewal forecasting across your entire client portfolio.
Contract Management
Ad-hoc, managed service, project, and implementation contracts. Adding a contract auto-provisions the ClickUp list and connection.
Org & Client Management
View all client orgs, connection health, sync status, and dormant connection warnings. One-click sync control.
Data Export & Backup
Download data as CSV, SQL, or JSON with HMAC-secured links. Full audit trail via sync logs.
Dark Mode
Full dark mode across the entire admin portal. Light mode available as a secondary option.
Real-Time Webhooks
Per-tenant HMAC-verified webhooks sync task, comment, and time changes instantly between ClickUp and Salesforce.
Enterprise Security
AES-256 encryption at rest, CSP nonce headers, per-IP rate limiting, OWASP ZAP audited with zero high/critical findings.
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.
Bring Your Own PM Tool
ClickUp today. Salesforce-native and Zoho coming next — pick the one your team already uses.
ClickUp
Available NowSalesforce-to-Salesforce
Manage tasks in your own SF org, sync to clients
Coming SoonZoho Projects
Coming SoonSimple, 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.