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.
What Org Admins See in the Portal
A dedicated web portal for practice management. Log in with ClickUp OAuth, manage all your client orgs, and track revenue.
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.
What Consultants Manage
Team members configure client orgs from the Settings tab inside Salesforce, generate invoices, and manage their practice from 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.
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.
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.
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.
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.