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Top 1 Salesforce CRM Document Generation Software Companies With $1M–$5M Revenue (September 2026)

As of September 2026, Latka tracks 1 salesforce CRM document generation software companies with $1M–$5M in annual revenue. They have combined revenues of $3.2M and employ 150 people. They have raised $5K.

Every company below sells salesforce CRM document generation software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Salesforce CRM Document Generation Software Companies do

Salesforce CRM Document Generation Software encompasses tools designed to automate the creation of various types of documents using data from Salesforce CRM. These applications are primarily utilized for generating contracts, proposals, quotes, reports, and other essential documents within the sales and customer relationship management processes. They streamline workflows by integrating directly with Salesforce, allowing users to pull in real-time data to create accurate and customized documents quickly. Typical features of such software include template management, document assembly, data merging capabilities, and support for multiple document formats such as Word, PDF, and Excel. Common user personas include sales teams seeking to improve efficiency in document preparation, as well as legal and finance teams that require meticulously crafted contracts and agreements. By integrating with Salesforce, these tools not only enhance productivity but also ensure consistency and compliance across all generated documents.

Companies
1
Revenue
$3.2M
Funding
$5K
Employees
150

Filters

Sorting: Highest -> Lowest

Filters
Revenue
All<$1M$1M-$5M$5M-$10M$10M-$100M$100M+
Funding (Locked)Growth (Locked)Team-Size (Locked)

Top Salesforce CRM Document Generation Software Companies With $1M–$5M Revenue

Showing 1 of 1 companies ranked by annual revenue.

1FEXLE Services logo
FEXLE Services

India

Fexle Services Private Limited is a leading software consulting firm for SaaS services. Our main focus is to increase the client's ROI. Fexle Services is one of the most trustful partners. Our client satisfaction percentage is 100%. We have a great reputation as Salesforce.com solution provider. Fexle Services has Salesforce certified resources with great talent and innovative ideas. We always ready to help with our products. Our AppExchange products are for developers, Business Analysts, Administrators, etc. You can save 30% of the time using these products., Fexle rewarded with a badge of 1% pledge member certification

Revenue
$3.2M
Year founded
2013
Funding
$5K
Team size
150

Frequently asked questions about Salesforce CRM Document Generation Software Companies With $1M–$5M Revenue

How many salesforce CRM document generation software companies with $1M–$5M in annual revenue are there?

Latka tracks 1 salesforce CRM document generation software companies with $1M–$5M in annual revenue. Together they generate $3.2M in annual revenue and employ 150 people.

Which salesforce CRM document generation software company with $1M–$5M in annual revenue is the largest?

FEXLE Services is the largest, with $3.2M in annual revenue, founded in 2013.

How much revenue does a typical salesforce CRM document generation software company with $1M–$5M in annual revenue make?

The average salesforce CRM document generation software company in this list makes $3.2M a year, across 1 companies with reported revenue.

Who are the leading Salesforce CRM Document Generation software vendors with $1M–$5M in annual revenue?

Ranked by annual revenue, the leaders are FEXLE Services.

How much funding have salesforce CRM document generation software companies with $1M–$5M in annual revenue raised?

The 1 salesforce CRM document generation software companies with $1M–$5M in annual revenue tracked here have raised $5K in disclosed funding between them.

Related Sales Tools categories

All Sales Tools SaaS categoriesEvery category we track inside Sales Tools, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Salesforce CRM Document Generation to everything else.

Inclusion Criteria

- Must enable the automation of document creation using Salesforce data - Should support multiple document formats such as Word, PDF, and Excel - Must include template management capabilities for easy customization - Should offer data merging features to combine information from various sources - Must integrate seamlessly with Salesforce CRM - Not just for generating documents; must also facilitate review and approval workflows