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Apsona
What Apsona is
Apsona is an add-on platform for managing Salesforce data that runs within Salesforce. Its tools let users filter, sort, update, import, and export records. Multi-step Reporting builds reports across multiple Salesforce objects, while Document and Email Merge sends merged documents and emails from Salesforce. Dedupe and Match identifies duplicate records, matches them, and merges them. Apsona communicates with its backend through Salesforce’s SOAP API and applies the current Salesforce user’s profiles, sharing rules, and access rights when accessing data. The company says data traffic generally stays between the browser and Salesforce database, except for PDF generation and Scheduler. It states that it is SOC 2 Type II certified and HECVAT compliant. Apsona is cloud deployed, with web and API platforms, and offers a 30-day trial but no free plan. Pricing is paid, with the pricing note starting at $11/user/mo (annual). Listed licenses include viewer and builder options across Essentials, Advanced, and Premium bundles. Database operations are described as unlimited under user-based licensing, subject to Salesforce API calls.
Who it suits
Apsona suits Salesforce teams that need record management, reporting, document and email merges, or duplicate handling within Salesforce. Its listed license categories address small teams, growing organizations, and enterprises.
What it does well
- Works within Salesforce
- Reports can span multiple Salesforce objects
- Merges documents and emails from Salesforce
- Uses existing Salesforce user access rights
- Provides viewer and builder license options
What to know first
- No free plan
- Database operations are subject to Salesforce API calls
- Data traffic has exceptions for PDF generation and Scheduler
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Premium — Viewer License | Billed Annually; shown as per mo · Read-only access · Premium bundle | $11 a year |
| Essentials — Builder License | Billed Annually (3 License min); shown as per mo · 3–9 Builder Licenses · every Apsona product included · 3-license minimum | $125 a year |
| Advanced — Builder License | Billed Annually; shown as per mo · 10–49 Builder Licenses · includes Essentials features | $150 a year |
| Advanced — Viewer License | Billed Annually; shown as per mo · Read-only access · Advanced bundle | $16 a year |
| Premium — Builder License | Billed Annually; shown as per mo · 50+ Builder Licenses · includes Essentials and Advanced features | $190 a year |
| Essentials — Viewer License | Billed Annually; shown as per mo · Read-only access · Essentials bundle | $31 a year |
As apsona.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
Apsona brings record tools, reporting, merges, and duplicate management into Salesforce. Buyers should compare the viewer and builder license options and account for Salesforce API-call limits.
Facts from Apsona's own pages
- Compliance
- Apsona states that it is SOC 2 Type II certified and HECVAT compliant. · apsona.com, 8 Oct 2026
- Data tools
- Apsona for Salesforce supports filtering, sorting, updating, importing, and exporting Salesforce data. · apsona.com, 8 Oct 2026
- Data traffic
- Apsona says data traffic is generally limited to the browser and Salesforce database, with exceptions for PDF generation and Scheduler. · apsona.com, 8 Oct 2026
- Document merge
- Document and Email Merge sends mail-merged documents and emails directly from Salesforce. · apsona.com, 8 Oct 2026
- Duplicate management
- Dedupe and Match identifies, matches, and merges duplicate records. · apsona.com, 8 Oct 2026
- Headquarters
- San Jose, California, USA · apsona.com, 28 Sept 2026
- Integrations
- Apsona operates within Salesforce and uses Salesforce’s SOAP API for backend communication. · apsona.com, 8 Oct 2026
- Limits
- Apsona describes database operations as unlimited under user-based licensing, limited by Salesforce API calls. · apsona.com, 8 Oct 2026
- Product
- Apsona is an add-on platform for Salesforce data management that runs within Salesforce. · apsona.com, 8 Oct 2026
- Reporting
- Multi-step Reporting builds reports across multiple Salesforce objects. · apsona.com, 8 Oct 2026
- Salesforce permissions
- Apsona inherits the current Salesforce user's profiles, sharing rules, and access rights when accessing data. · apsona.com, 8 Oct 2026
- Support
- Apsona provides support documentation and lists support at [email protected]. · apsona.com, 8 Oct 2026
- Trial
- The site advertises a 30 Day Free Trial. · apsona.com, 8 Oct 2026
- Who it is for
- The pricing page describes Essentials for small teams, Advanced for growing organizations, and Premium for enterprises. · apsona.com, 8 Oct 2026
Where Apsona stands on Freedom251
- CRM Data Migration Software#26 of 41