Everything you need to gift
smarter from Salesforce
Six powerful components that embed directly into your Salesforce org. No context-switching, no new platforms to learn.
The hero component that lives on every record page
One-Click Gift Sender
Embedded directly on Contact, Lead, Opportunity, and Account record pages. Browse the catalog, pick a card, write a message, and send — all without leaving Salesforce. Average time to send: 30 seconds.
- ✓Embedded Lightning Web Component
- ✓2,000+ reward options via Tremendous
- ✓Personalized digital cards
- ✓Smart message templates
Product screenshot placeholder
Context-aware gift suggestions that actually make sense
AI-Powered Recommendations
Our recommender analyzes deal value, recipient industry, relationship stage, and past gifting patterns to suggest three perfect gifts. No more analysis paralysis scrolling through thousands of products.
- ✓Deal-size-aware pricing
- ✓Industry-specific categories
- ✓Occasion-based suggestions
- ✓Learning from team patterns
Product screenshot placeholder
Set it and forget it — gifts that send themselves
Flow Builder Automation
Invocable Apex actions plug directly into Salesforce Flow Builder. Trigger gifts on closed-won deals, customer birthdays, renewal milestones, or any custom event. Budget checks happen automatically.
- ✓SendGift invocable action
- ✓CheckBudget validation
- ✓GetRecommendation for AI picks
- ✓Scheduled birthday/anniversary sends
Product screenshot placeholder
Every status update flows back into Salesforce
Real-Time Gift Tracking
Tremendous webhooks push order events through our middleware and into Salesforce as Platform Events. Reward created, approved, delivered — it all shows up on the activity timeline automatically.
- ✓Activity timeline integration
- ✓Platform Event architecture
- ✓Delivery status badges
- ✓Recipient thank-you notes
Product screenshot placeholder
Spend visibility without the spreadsheet
Budget Controls & Analytics
Set monthly limits per user, per team, or per campaign. Real-time dashboards show spend, delivery rates, and gifting ROI. Export data for leadership reviews or expense reporting.
- ✓Per-user spending limits
- ✓Team-level budgets
- ✓Campaign-level tracking
- ✓ROI attribution dashboards
Product screenshot placeholder
Bulk gifting without bulk complexity
Campaign Builder
Upload a CSV or build a recipient list with SOQL queries. Select a gift template, schedule delivery, and let CRMGift handle the rest. Perfect for holiday campaigns, event follow-ups, or customer appreciation programs.
- ✓CSV upload or SOQL lists
- ✓Saved gift templates
- ✓Scheduled delivery
- ✓Campaign-level analytics
Product screenshot placeholder
Ready to start gifting?
Install CRMGift for free from the Salesforce AppExchange and send your first gift in under 30 seconds.
Install Free →