Youreka 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Youreka

4.4

(25)

Pricing

Starting at $25.00 per month

About Youreka

Youreka is a smart forms solution built entirely on Salesforce. With Youreka, users can achieve omnichannel service excellence through a suite of mobile forms, guided assessments, and inspections, all powered by advanced mobile technology that works both online and offline. Youreka provides industry-specific solutions to optimize service operations, improve productivity, and enhance customer satisfaction.

Youreka provides smarter omni-channel customer experiences across the service lifecycle. Guide customers through dynamic smart forms to provide self-service solutions in Salesforce Experience Cloud. Script call center activities in the Salesforce Service Console to empower support agents to drive impactful solutions and increase first-call resolution. Youreka conditionally displays content directly within forms based on field values and responses. Upskill field service workers with simple guided workflows based on complex logic to make each technician your best.

Youreka lets team members guide mobile users to resolution with detailed repair steps and AI support. It allows them to configure their own templates using drag-and-drop tools to create dynamic forms, guided next steps,...

Youreka Screenshots

Youreka Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

End-User Licenses

$25.00

per user, per month

No plan information available

Template Builder License

$125.00

per user, per month

No plan information available

Partner/Customer Licenses

Pricing available upon request

No plan information available

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Youreka Features

Popular features found in Field Service Mobile Apps
Billing & Invoicing
Customer Database
Dispatch Management
Scheduling
Time Tracking
More features of Youreka
Access Controls/Permissions
Autofill
Checklists
Collaboration Tools
Conditional Logic
Convert to PDF
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Capture and Transfer
Data Synchronization
Drag & Drop
Electronic Signature
File Storage
Forms Creation & Design
Forms Management
Full Text Search
Mobile Access
Offline Access
Process/Workflow Automation
Real-Time Data
Surveys & Feedback
Task Management
Template Management
Version Control
Web Forms
Workflow Management

Youreka Integrations

Salesforce Sales Cloud

Salesforce Field Service

Salesforce Platform

Salesforce Service Cloud

Youreka User Reviews

Overall Rating

4.4

Ratings Breakdown

48%

40%

12%

Secondary Ratings

Ease of Use

4.2

Value for money

4.0

Customer support

4.5

Functionality

4.4

Verified

Reviewer

Used daily for unspecified

Review source

Reviewed February 2018

Excellent integration with Salesforce, a few steps and a lot of valuable information.

More time to focus on sales because it was very easy to set up so i didn't spend time on that. I tried a lot of solutions but this is by far the best.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The principal pro I found is the super easy integration with Salesforce and the versatility of the forms you can create with Youreka. This solution have a great amount of diverse fields so you can use them no matter the industry; health care (that was my case), finance, forms, legal (my case also). It also have a very intuitive way to create templates with drag and drop system, the templates then are stored into Salesforce and ready to use.

Vendor Response

Thank you for taking the time to share your thoughts with us; and for using Youreka as a healthcare professional! Please keep in touch with future feedback, or any questions that you might have. On behalf of Youreka, thank you again! - Xochi

Replied February 2018

Rajesh Y.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 2 years

Reviewed July 2024

Salesforce Developer

its very good for all survey forms , taking user feedback

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

most user friendly and easy navigation, It works for every industry

Cons:

Nothing, I would expect it to run offline

Reasons for switching to Youreka

easy installation, configuration, less development

Vendor Response

Thank you for your fantastic review and perfect rating! We're thrilled to hear that you find Youreka to be user-friendly and easy to navigate. Our goal is to create a solution that works seamlessly across all industries, so it's wonderful to see that reflected in your feedback. Your support and satisfaction mean a lot to us, and we're committed to continuing to improve and meet the diverse needs of our users. If you have any suggestions or need assistance, please don’t hesitate to reach out. Thanks again for choosing Youreka!

Replied July 2024

Marty H.

Verified reviewer

Real Estate

11-50 employees

Used other for less than 6 months

Review source

Reviewed February 2018

I briefly utilized Youreka, but honestly, I found I could do much of the same without an app.

As I said, I could accomplish what I needed to without using Youreka. I could create my own forms with Pardot and/or Unbounce and connect them to my Salesforce account.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's simple enough to use, I had no issues setting it up and getting started. I also liked the breadth of the functionality of the application.

Vendor Response

Hi Marty, thank you for your honest feedback. And thank you for giving Youreka a try! We regret that Youreka wasn't the best fit for your needs in this instance, but please stay in touch with any questions or further insights you might have. And please do keep us in mind for the future! - Xochi

Replied February 2018

Marjo M.

Verified reviewer

Media Production

51-200 employees

Used daily for less than 2 years

Review source

Reviewed January 2025

The Best Field Service Management Solution

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Deploying and using Youreka is straightforward. It comes with amazing field service management features. It is an easy to customize solution.

Cons:

No bad experiences with Youreka. Always deliver.

Vendor Response

Thank you for your review! We're glad to hear Youreka has been easy to deploy and customize, and that our features are meeting your field service management needs. It’s great to know we’ve consistently delivered for you. If you ever have feedback or questions, feel free to reach out! The Youreka Team

Replied January 2025

Nathan T.

Verified reviewer

Chemicals

10000+ employees

Used daily for more than 2 years

Review source

Reviewed October 2023

Great tool for our mobile workforce

Youreka has empowered our mobile field sales and service teams to work fully offline. The real-time data capture helps us to keep our finger on the pulse of the business and deliver added value to our clients.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Speed and ease to deploy. Less need for Salesforce developers to customise the solution for our business. Being able to work fully offline is really beneficial to the business. The Youreka team are very innovative and helpful to deal with.

Cons:

As a multi-national company creating form templates in multiple languages is still clunky takes a lot of time and is complicated to manage.

Ben G.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 2 years

Reviewed January 2024

[sensitive content hidden] is the Best

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

[sensitive content hidden] is absolutely unbelievable. She is hands down the best trouble-shooter I have ever dealt with. That woman is sensational, every time I have an issue, she jumps online with me, around my time as well might I add, and gets it sorted. I cannot speak highly enough of her. She deserves a raise, honestly whatever you’re paying her, double it!

Cons:

Nothing. [sensitive content hidden] is absolutely amazing. As I said in the title. [sensitive content hidden] is the Best

Vendor Response

Thank you so much for your wonderful review! We're thrilled to hear about your exceptional experience with Jen. It's feedback like yours that motivates us. We are proud to have her on our team, and it's great to know she has resolved your issues promptly and effectively. We'll ensure your kind words are passed along to her and our management team. Thank you once again for taking the time to share your experience with us. We're here for you anytime you need assistance!

Replied January 2024

Nicholas W.

Verified reviewer

Environmental Services

201-500 employees

Used other for unspecified

Review source

Reviewed February 2018

I briefly tried out the software after meeting the team at Dreamforce 16

Like I consider Gravity Forms (GF) with WordPress, it's a great plugin for admins to do more with the software than what comes out of the box, but what makes GF the one I support as a developer is the extendability it provides. If Youreka can prove its self to be that tool on the Salesforce side then I would be more inclined to support it. Unfortunately at this moment I don't have many use cases for it. Perhaps if I could build a complex custom Work Order & Sales Order form to replace the standard interface that would be valuable enough to consider a 3rd party tool. Would require ability to work with unique flows, validation rules, and integration with platform events in order to integrate with financial systems.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I liked the idea, it reminded me of gravity forms for WordPress which I'm much more familiar with. It seemed a fairly capable form builder for a Salesforce setting. It seemed appealing to an admin centric user to be able to do more with data collecting.

Cons:

At the time I was considering an integration use case that I don't believe it would work for. As a developer I wanted less UI and more minimalistic approach that I could skin and expand on a customized user experience

Vendor Response

Nicholas, Thanks for the review. We're glad to see that you remembered us after Dreamforce two years ago! In response to your comments about the forms having a more customizable UI, we've come a long way since 2016 when it comes to designing the overall look and feel of forms. Users can now easily customize the form's design, all with just a touch of CSS. The full style guide can be found here: https://www.synapticap.com/youreka/support/knowledge-base/style-center Like I said, we've come a long way since you last experience the app, so if you're still in interested in exploring Salesforce forms apps, I'd encourage you to revisit our AppExchange listing and check out the new features. youreka.io/appexchange Thanks again, Pat

Replied February 2018

Verified

Reviewer

Information Technology and Services

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed April 2019

Great Experience and Customer Service

We started using Youeka a few years ago to allow our sales reps to fill out forms on Salesforce. We leverage data already populated in Salesforce to cut down on duplicating efforts. The product has been a game changer for us and helped us keep the sales rep process inside of Salesforce. Customer service representatives have been crucial to our success. Their responsiveness and ability to work with us has really set them apart.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like it's flexibility and it's ease of use. For us, the software is multi functional and it has been a great value add that we can do more than 1 thing with 1 piece of software.

Cons:

The software has continued to evolve, which has been great. The only downside is the upgrades seem a little complicated and can cause some work stoppage, the maintenance is also a little cumbersome.

Vendor Response

Thanks for the feedback! We're always looking for ways to improve our product releases and make things easier to use. Glad your teams are finding Youreka helpful!

Replied April 2019

Verified

Reviewer

51-200 employees

Used other for unspecified

Review source

Reviewed February 2018

try make a new survey with different variables based on responses

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

easy to implement the different cases I need conditions to show a particular question. Easy to insert image and other layout features

Cons:

the price for what it is offered and also the support in order to understand the costo for more than one license

Vendor Response

Thank you for taking the time to share your experience with us. We are thrilled to hear you find Youreka so easy to use! However, it sounds like your experience with customer support could have been better, and for that we apologize. Please reach out to us with any questions, concerns or requests. We are here to help. - Xochi

Replied February 2018

Verified

Reviewer

Financial Services

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed February 2018

Great app for bringing separate objects of your instance together

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Linked sections. A user can easily bring unrelated objects together in a single form. Administration is generally easy and fun

Cons:

Not amazing as a questionnaire tool. It maps to salesforce fields nicely but still there's no much point in using it over directly typing on Salesforce

Vendor Response

Thank you for the kudos, and for using Youreka! We regret to hear Youreka wasn't ideal for your questionnaire needs. Your feedback is being shared across our key teams, it's invaluable to our continued improvement. Please stay in touch with any further insights or questions you might have. - Xochi

Replied February 2018

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