Autonomous AI Assistant

Use WhatsApp to generate customer summaries, send emails, track updates, and manage contacts. Create service requests and schedule appointments.

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Unmatched Slaesforce Services
From Strategy to Support — We Empower Every Step of Your Salesforce Journey
Deploy Sales, Service, Marketing, Experience, Revenue Cloud, and Industry Clouds as one connected platform, delivered by a Salesforce Summit Partner.
Extend Salesforce with Apex, Lightning Web Components and Flows built precisely around how your teams already work.
Connect Salesforce to SAP, NetSuite, Shopify, HubSpot, Zendesk, Stripe and EDI for a single, automated flow of business data.
Protect every record with Salesforce Shield, role-based access and encryption, aligned to GDPR, HIPAA, SOC 2 and ISO 27001.
Put autonomous AI agents to work across sales, service and operations, grounded in your own CRM data and governed by the Trust Layer.
Bring Claude into your Salesforce org through a secure MCP server, so teams can query records, draft updates and run workflows in plain language.
Unify fragmented customer data into one trusted profile that powers analytics, personalisation and every AI agent you deploy.
Tag @Claude in any Slack channel to delegate research, summaries and follow-ups without your team ever leaving the conversation.
Launch faster with prebuilt solutions for real estate, staffing, healthcare, manufacturing and nonprofit, built on Salesforce CRM.
Hand over admin, support and enhancements to a global team working across US, UK, UAE, Australia and India time zones.

GTM Solutions
Automate any aspect of your business with our GTM solutions created by Dotsquares
EstateBuilder manages the property journey on Salesforce, from enquiries to closing. Agentforce qualifies leads, handles calls, and books visits. WhatsApp engages buyers, while Slack alerts your sales team. Everyone has a self-service portal on Experience Cloud.

Agentforce Capabilities
Automate any aspect of your business with our expertise in Agentforce AI Accelerators

Agentforce Recommended NBA is a smart engine that helps employees, managers, and teams with relevant actions. It uses a scoring framework linking questions to answer options with scores. Agentforce analyzes responses and generates personalized recommendations for business goals.
Agentic WhatsApp
Agentic WhatsApp combines the power of WhatsApp Business API, Salesforce Agentforce, OpenAI, and MCP
architecture to create a truly autonomous customer and employee engagement platform.

Use WhatsApp to generate customer summaries, send emails, track updates, and manage contacts. Create service requests and schedule appointments.

Upload a visiting card image via WhatsApp to extract contact details using AI OCR. The system creates or updates Salesforce leads, eliminating manual data entry.

Upload expense receipts to extract data. The system calculates totals and taxes to generate invoices and sync with Salesforce.
Industry Experts
Automate every stage of your customer lifecycle with Dotsquares, your proven industry experts in Salesforce implementation.
Automates sales workflows, tracks leads, and manages pipelines. Helps reps close deals faster and forecast revenue accurately.
Provides multi-channel ticketing, case management, and AI chatbots. Enables support agents to resolve customer issues efficiently.
Delivers personalized, cross-channel campaigns across email, mobile, and social. Automates user journeys and tracks real-time engagement.
Builds custom branded portals, forums, and mobile apps. Connects customers, partners, and internal teams into interactive communities.
Unifies CPQ, billing, and subscription management on one platform. Simplifies complex pricing and speeds up revenue recognition.
Unifies customer data from disparate systems into a real-time profile. Powers instant personalization across all Salesforce applications.
Tailored for managing fundraising, donor relations, & grants. Helps non-profit organizations optimize programs & maximize impact.
Integrates clinical and non-clinical data for a 360-degree patient view. Improves care coordination, provider workflows, and patient engagement.
Manages the student lifecycle from recruitment through alumni relations. Helps institutions deliver personalized experiences and drive retention.
Offers tools for ad sales, subscriber management, & content distribution. Optimizes digital monetization for media & entertainment companies.
Manages complex telco product catalogs, customer orders, and service contracts.
Automates sales workflows, tracks leads, and manages pipelines. Helps reps close deals faster and forecast revenue accurately.

Salesforce Integration
We seamlessly integrate Salesforce with third-party software, bridging gaps to enhance operational efficiency and streamline workflows.
Our certified architects design event-driven integrations using native capabilities like Platform Events, Change Data Capture (CDC), and Apex Callouts to establish real-time data synchronization across your tech stack.
We deploy native middleware like MuleSoft and Salesforce Connect. Using out-of-the-box API connectors and pre-built templates, we unify third-party applications with your CRM, eliminating heavy custom code and accelerating time-to-value.
We build secure custom endpoints via Apex REST and SOAP services. To protect governor limits, we optimize data exchange using Bulk API 2.0 for heavy payloads, the Pub/Sub API for real-time events, and Composite APIs to minimize server round-trips.
For ISVs embedding external products natively into Salesforce, we offer end-to-end AppExchange Managed Package development. We ensure strict compliance with the rigorous Salesforce Security Review and robust OAuth 2.0 authentication standards.
Salesforce Integration
Leverage the advanced technical proficiency of Dotsquares, backed by over 100+ Salesforce certifications across diverse skill sets. Our dedicated team of industry experts tailors your CRM to your unique business needs, delivering seamless integration and extraordinary results.

Case Study
Grow your business with a team that wants to see you win
Featured Apps
Creating Apps that Connect Businesses with their Customers!





Why Choose us
Delivering Decades of Ecosystem Expertise Across CRM, AI, and Autonomous Workflows
As a Salesforce Summit Partner for four consecutive years, we operate at the highest possible tier of the partner ecosystem. This proven track record guarantees you are collaborating with recognized leaders capable of executing complex, industry-specific transformations.
With decades of dedicated experience natively within the Salesforce ecosystem, we have successfully delivered customized, high-impact implementations for diverse industries across the globe. Our deep historical knowledge ensures reliable, future-proof architecture.
Our technical proficiency extends far beyond standard Salesforce Clouds. We architect cutting-edge, autonomous digital environments utilizing Agentforce, Data 360, Slack, and Cloudflare to unify your data and AI capabilities seamlessly into your daily operations.
We bypass generic setups. Our in-house certified architects design system specifically around the unique regulatory, operational, and revenue-driving requirements of your specific sector, ensuring rapid time-to-value and measurable growth.
Every implementation is driven by our extensive, globally distributed permanent workforce of certified developers, architects, and project managers. We deploy strict agile methodologies to ensure high-quality, flexible delivery tailored to your exact project scope.
In an era of predictive AI and vast data integration, data security is paramount. We build robust, compliant architectures that safeguard your intellectual property and customer data, ensuring absolute confidentiality across all your global operations.
About us
Global organizations partner with Dotsquares because of our proven track record in delivering high-impact Salesforce CRM and autonomous AI implementations on time.
Operating at the highest tier of the Salesforce partner ecosystem with unmatched architectural standards.
In-house team of certified Architects, Developers, Consultants, Agentforce, Slack, Data 360, and Revenue Cloud practitioners.
Decades of established engineering excellence with over 27,000 completed engagements worldwide.
Tailored domain expertise across Real Estate, Healthcare, HR Staffing & Recruiting, Manufacturing, and Nonprofit.
Seamless collaboration across the UK, USA, Canada, France, UAE, Australia, and India time zones.
Advanced implementation capabilities across Agentforce 360, Data 360, Slack, and Cloudforce.
Certified in ISO 27001 Information Security, ISO 9001:2015, and Cyber Essentials Plus.
Transparent sprints with regular demos, milestone reviews, and rapid time-to-value.
Complete project ownership spanning custom development, integration, user training, and 24/7 post-launch support.
Recognized across global review platforms with a 5.0 on Salesforce AppExchange, Gartner, 4.7 on Trustpilot, and 4.6 on Clutch.




Achievements
With a history of excellence and innovation, we've been honored with several significant awards and partnered with leading technologies.







Find answers to common questions about our services, process, and expertise.