pledgely

Products

One suite, installed one app at a time.

Every Pledgely app is an independent Salesforce package: install only what you need, in any order. They share one rule: Pledgely keeps no separate copy of your Salesforce data and has no standing access to your org.

Available

Pledgely SMS

Salesforce texting and calling, in one native app.

Send and receive SMS, MMS, and WhatsApp from any record, and take calls on the same numbers: all inside Salesforce, on your own Twilio account, at raw Twilio rates.

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Available

Pledgely Forms

The form builder that lives in Salesforce.

Build forms with drag-and-drop, map them to any set of Salesforce records, and publish them to the public: submissions land in your org directly, because the whole product runs there.

Explore
In development

Pledgely Drive

Your own Google Drive or Dropbox, behind Salesforce.

Pledgely Drive is in development. It puts your organization’s existing cloud storage (Google Drive and Dropbox first) behind a native Salesforce files experience: files transfer directly between the browser and your storage, organized into auto-created record folders, governed by record-driven access.

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In development

Pledgely Mail

SendGrid email, native to Salesforce.

Pledgely Mail is in development. It brings sending on your own SendGrid account into Salesforce, composed on records, tracked on records, with replies threaded back onto the conversation and a consent hub that enforces opt-outs at send time.

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In development

Pledgely Docs

Documents and e-signatures, generated in Salesforce.

Pledgely Docs is in development. It turns Salesforce records into polished PDFs and collects signatures on Pledgely Forms pages without Pledgely retaining a separate copy of your records or signed documents.

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In development

Pledgely Events

Event registration that lives in Salesforce.

Pledgely Events is in development. It runs registration for your fundraisers, volunteer days, and open houses right on your Pledgely Forms pages: tickets, capacity, waitlists, and check-in, with every attendee landing straight in Salesforce. Free events work first, and paid ticketing arrives with Pledgely Pay.

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In development

Pledgely Pay

Payments, built for the Pledgely suite.

Pledgely Pay is in development. It is the payments engine for the suite: a payment block for your Pledgely Forms donation and payment pages, and the checkout behind Pledgely Events ticketing. It will be free to install, with a small fee per transaction.

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Not sure where to start?

Most teams start with SMS or the free Forms tier. Book a demo and we'll map the suite to your org together.