Klizer Review: Tailor Your B2B Ecommerce For Accelerated Growth In 2025

Is Salesforce storage driving up your costs?

If you’re struggling to manage soaring Salesforce data and file expenses, while dealing with slow systems and compliance headaches, you’re not alone.

After researching Klizer’s suite, I found that unmanaged Salesforce storage eats up budgets fast and leads to admin frustration you just don’t need.

Klizer takes a different approach by letting you automate data archiving, secure backups, seamless file offloading, and essential integrations—all within your existing Salesforce environment. What I discovered is that their tools are engineered specifically for everyday Salesforce roadblocks, not as generic add-ons.

In this Klizer review, I’ll break down how you can finally gain control of your Salesforce data without costly storage upgrades or disruptive processes.

You’ll see a detailed walkthrough of features, pricing, setup reality, and how Klizer’s solutions stack up against alternatives like OwnBackup and Dell Boomi.

You’ll leave with the features you need to shrink costs and protect your business data—so you can make a more confident decision.

Let’s dig in.

Klizer Overview

Klizer has been around since 2014, with US operations in Plano, Texas. They’re not a generalist; they are a dedicated Salesforce Crest Partner building apps to solve common platform headaches.

What I find compelling is their specific focus on Salesforce-centric businesses, from growing SMBs to large enterprise divisions. They specifically target teams who need to optimize their Salesforce instance without the unnecessary cost and complexity of oversized platforms.

Instead of big M&A moves, their developments consistently enhance their AppExchange products. For this Klizer review, I see how updates directly address user requests for better cost controls.

Unlike massive, all-in-one platforms from competitors like OwnBackup or Conga, Klizer’s model is to unbundle key functions. This allows you to buy a specific tool for one problem, which feels refreshingly practical.

They work with organizations scaling quickly and suddenly facing huge Salesforce data storage bills or needing simple, reliable data backup without a massive enterprise contract.

Their entire strategic focus is on delivering maximum utility and value within the Salesforce ecosystem. This directly aligns with your need to improve ROI on a platform you’ve already invested so heavily in.

Now let’s examine their core capabilities.

Klizer Features

Klizer isn’t just one product; it’s a suite of distinct, Salesforce-native applications designed to optimize your Salesforce investment. These five core Klizer solutions tackle common pain points within the ecosystem.

1. DataArchiva

Salesforce storage eating your budget?

Exceeding Salesforce data limits is a headache. Old, inactive data consumes valuable space, quickly costing your business a fortune.

DataArchiva automates archiving old Salesforce data to cheaper external storage like AWS or Azure. Archived data remains easily accessible within Salesforce, which I found invaluable. This Klizer solution drastically cuts storage.

You could see an 80-90% reduction in data costs. This frees up budget and improves your Salesforce org’s performance.

2. DataBakup

Fear losing critical Salesforce data?

Data loss in SaaS is a real threat. User error or bad code can wipe data; native backups often fall short for quick recovery.

DataBakup automates comprehensive backups of your Salesforce data and metadata to your external cloud. It allows granular or full-org restores, which I found critical. This Klizer solution provides a robust safety net.

You get a reliable safety net for your data, ensuring business continuity and meeting compliance easily.

3. File ZIPO

File storage limits a pain?

Salesforce file storage is expensive. Attachments and documents quickly consume your allocation, leading to headaches and extra costs.

File ZIPO offloads files from Salesforce to external cloud storage (SharePoint, S3). It leaves a lightweight link within Salesforce, brilliantly simple. This Klizer solution supports bulk migration.

You drastically cut file storage costs, gain flexible management, and centralize files for easier administration.

4. DocuPrime

Manual document creation a drag?

Manually creating proposals or invoices from Salesforce data is time-consuming and prone to errors, impacting efficiency and accuracy.

DocuPrime lets you build dynamic document templates. With one click, it merges data to generate polished PDFs or Word documents. I found this feature incredibly fast and accurate.

You massively accelerate document creation, ensure brand consistency, and free up your teams for higher-value activities.

5. Salesforce-NetSuite Integration Connector

Sales/finance data silos a nightmare?

Disconnected Salesforce and NetSuite systems create data silos, causing manual entry and reconciliation headaches.

This pre-built integration provides bi-directional syncing for key objects like Accounts, Opportunities, and Orders. It streamlines the entire quote-to-cash process, which I found incredibly valuable.

You gain a single source of truth, eliminate duplicate data entry, and get real-time visibility across the customer lifecycle.

Ultimately, these Klizer solutions complement your existing Salesforce investment. They provide a cohesive set of tools for optimizing Salesforce data and operations, rather than replacing your core platform. Next, let’s look at their pricing.

Klizer Pricing

Struggling with unclear software costs?

Klizer pricing offers refreshing transparency for most of its Salesforce AppExchange products, featuring clear per-user annual billing that makes budgeting straightforward. This approach helps you predict expenses while accessing powerful solutions.

Plan	Price & Features
DataArchiva Starter	$1/user/month (billed annually) • Archives to Big Objects • Basic archival • Scheduling features
DataArchiva Advanced	$2/user/month (billed annually) • Archives to external DBs (AWS, Azure) • Viewing archived data • Unarchiving data
DataArchiva Premium	Custom pricing • Bulk archival • Custom database integration • Premium support
DataBakup Starter	$1.5/user/month (billed annually) • 1 full backup per month • Daily incremental backups • Up to 50 GB data
DataBakup Advanced	$2.5/user/month (billed annually) • Weekly full backups • Daily incremental backups • Up to 500 GB data
DataBakup Premium	Custom pricing • Daily full backups • Unlimited data backup • Dedicated support
File ZIPO Starter	$1.5/user/month (billed annually) • Integrates with one external storage • Basic file migration • Offloads files/attachments
File ZIPO Advanced	$2.5/user/month (billed annually) • Supports multiple storage providers • Folder structure management • Bi-directional sync
File ZIPO Premium	Custom pricing • Community user features • Advanced security configurations • Centralized file management
DocuPrime Starter	$15/user/month (billed annually) • 10 templates • Basic document generation • Salesforce data merge
DocuPrime Advanced	$20/user/month (billed annually) • Unlimited templates • Workflow automation • E-signature integration
DocuPrime Enterprise	Custom pricing • Custom branding • Advanced API access • Dynamic document creation
Salesforce-NetSuite Connector	Custom pricing – contact sales • Bi-directional syncing • Key object mapping • Streamlined quote-to-cash

1. Value Assessment

Real value for your budget.

From my cost analysis, Klizer’s per-user pricing for core products like DataArchiva offers significant value by directly tackling expensive Salesforce storage. What impressed me is how their transparent model helps you budget predictably, avoiding hidden fees common with some competitors. You pay for what you use, directly impacting your bottom line.

This means your monthly costs directly correlate to the essential services you gain, translating into tangible savings for your business.

2. Trial/Demo Options

Smart evaluation approach available.

Klizer offers free trials for its AppExchange products directly through the Salesforce AppExchange, letting you test their capabilities hands-on. What I found valuable is how these trials give you practical experience with their data archiving, backup, or document generation solutions before any financial commitment.

This lets you validate ROI and user adoption before spending money, reducing the risk of expensive software mistakes.

3. Plan Comparison

Choosing the right tier matters.

Klizer’s tiered approach for each product, from Starter to Advanced, allows you to align costs precisely with your needs. The Starter plans offer strong entry-level value, while Advanced tiers unlock more robust features like external database support or increased data limits. Premium/Enterprise tiers provide tailored solutions for complex requirements.

This helps you match pricing to actual usage requirements rather than overpaying for unused capabilities.

My Take: Klizer’s pricing strategy focuses on transparent, per-user costs for its core Salesforce solutions, making it an excellent choice for businesses seeking predictable expenses and clear value for specific needs.

The overall Klizer pricing reflects transparent value for optimizing your Salesforce investment.

Klizer Reviews

What do real Klizer users experience?

My analysis of Klizer reviews dives into actual customer feedback, providing an honest look at user experiences. I’ll cover common praise points, frequent complaints, and overall sentiment.

1. Overall User Satisfaction

Satisfaction runs high with Klizer.

From my review analysis, Klizer products consistently receive high ratings across platforms like G2 and the AppExchange. What impressed me is how users appreciate the tangible cost savings and dedicated support, often leading to very positive Klizer reviews. This suggests a strong return on investment for many.

Exceptional support and significant cost reduction are key drivers, making users feel well-supported and financially optimized with their solutions.

2. Common Praise Points

Support and savings stand out.

Users consistently praise Klizer’s support team as “outstanding” and “incredibly responsive,” often highlighting their willingness to go the extra mile. From what I found in user feedback, this dedicated assistance truly sets them apart, especially during initial setup and complex configurations documented in many reviews.

This means you’ll receive expert help for smooth implementation and continued optimization, ensuring you maximize value from your Salesforce investment.

3. Frequent Complaints

Some setup complexity noted.

While support is excellent, a common theme in Klizer reviews is initial setup complexity for advanced use cases like custom object archiving. What I observed in user feedback is that the UI could benefit from modernization, despite its current functionality, particularly for those accustomed to newer interfaces and seeking more intuition.

These issues are generally overcome with the excellent support provided, suggesting they are minor hurdles rather than major deal-breakers for most users.

Overall, Klizer reviews reflect strong user satisfaction driven by tangible benefits and exceptional support, despite minor setup nuances.

Best Klizer Alternatives

Choosing the right Salesforce tool can be tricky.

My competitive analysis reveals the best Klizer alternatives offer distinct advantages depending on your business size, budget, and specific operational needs within the Salesforce ecosystem.

1. OwnBackup

Need enterprise-grade Salesforce data protection?

OwnBackup is a market leader for Salesforce backup, excelling in robust data protection, sandbox seeding, and complex compliance. What I found comparing options is that OwnBackup offers unparalleled data security features for large, regulated enterprises. This alternative provides comprehensive disaster recovery and advanced security, justifying its higher price point.

Choose OwnBackup when your large enterprise demands the most comprehensive data protection and compliance capabilities for Salesforce.

2. Conga Composer

Seeking advanced document automation workflows?

Conga Composer is the dominant player in Salesforce document generation, known for its extensive feature set and integration capabilities. From my competitive analysis, Conga handles highly complex document automation and batch processing with ease. This alternative is ideal if your document workflows require advanced logic and broad ecosystem integration.

You’ll want to consider Conga when your document needs are intricate and demand robust, scalable, enterprise-level functionality.

3. Odaseva

Global enterprise data management platform needed?

Odaseva is a high-end data management platform designed for large, regulated global enterprises, combining backup, archiving, and privacy. From my analysis, Odaseva excels at massive-scale data residency and compliance management. This alternative provides a powerful, unified solution for comprehensive data governance, albeit at an enterprise price.

Choose Odaseva if your organization requires a single, powerful platform for global data compliance, archiving, and backup at scale.

4. Celigo / Boomi

Need broad, complex system integrations?

Celigo and Boomi are comprehensive iPaaS solutions that connect hundreds of applications, far beyond just Salesforce and NetSuite. Alternative-wise, these platforms offer versatile, low-code integration capabilities across your entire tech stack. They are powerful toolkits for managing multiple, intricate integrations.

Consider Celigo or Boomi if you manage many complex integrations across your full tech stack and have dedicated IT resources.

The best Klizer alternatives depend on your specific business requirements and strategic goals. Your ideal choice hinges on your budget, scale, and feature demands for Salesforce optimization. Evaluate your priorities carefully.

Setup & Implementation

Worried about the complexities of software deployment?

A successful Klizer review hinges on understanding its practical implementation. This isn’t a massive enterprise rollout, but thoughtful preparation still ensures you maximize value. Let’s dig into what you can truly expect.

1. Setup Complexity & Timeline

Is Klizer deployment truly simple?

Klizer’s Salesforce AppExchange installation streamlines initial deployment, inheriting your existing Salesforce framework. From my implementation analysis, basic setup can take under an hour for common tools like DocuPrime or DataBakup if you’re a confident Salesforce Admin. However, complex data migration or intricate archival policies with File ZIPO or DataArchiva demand more time and guided assistance.

You’ll want to plan for a brief, expert-guided setup, especially for nuanced configurations, rather than a purely self-service approach.

2. Technical Requirements & Integration

Minimal technical hurdles ahead.

As a Salesforce-native solution, Klizer requires no special hardware or additional server infrastructure beyond your existing Salesforce environment. What I found about deployment is that it integrates seamlessly into your Salesforce UI, utilizing your current cloud storage accounts like AWS or SharePoint. This simplifies the technical implementation significantly, bypassing the need for separate IT provisioning or complex network changes.

Your IT team primarily ensures your Salesforce org is optimized and external cloud storage accounts are properly configured for robust data interaction and security protocols.

3. Training & Change Management

User adoption: A smooth transition?

Klizer’s applications feel familiar to existing Salesforce users because they inherit the platform’s UI framework, reducing the learning curve. From my analysis, this native feel significantly eases user training, preventing major adoption challenges. While basic use is intuitive, comprehensive training might be needed for intricate features like complex archival rules or document generation workflows.

Focus on feature-specific training for power users. Leverage Klizer’s documentation and support to ensure all team members confidently adopt new workflows.

4. Support & Success Factors

Unlocking success with vendor support.

Klizer explicitly offers free “Quick Start” and implementation support, which user reviews consistently praise as outstanding. This hands-on guidance from their experts is critical. Implementation-wise, their responsive support minimizes roadblocks, making complex setups manageable. They actively help configure products like DataArchiva to your specific needs, ensuring a successful rollout.

You should fully leverage their free implementation support. Proactive engagement with Klizer’s team is your most critical success factor for a smooth deployment.

Overall, Klizer implementation benefits greatly from its Salesforce-native design and exceptional vendor support. You’ll find it’s a straightforward deployment with expert assistance when planned thoughtfully. This makes Klizer a robust option for enhancing your Salesforce ecosystem.

Who’s Klizer For

Klizer targets specific Salesforce operational challenges.

In this Klizer review, I’ll analyze exactly who benefits most from its capabilities. This section helps you quickly determine if Klizer aligns with your business profile, team size, and specific Salesforce use cases.

1. Ideal User Profile

Perfect for Salesforce-reliant organizations.

Klizer is ideal for organizations running their business on Salesforce and facing bottlenecks like high storage costs, data management issues, or manual processes. From my user analysis, Salesforce-centric organizations battling these pain points find Klizer’s specialized AppExchange products precise. Primary users include Salesforce Admins, IT Managers, and RevOps leaders.

You’ll benefit greatly if you seek practical, cost-effective solutions for specific Salesforce problems and truly value direct, expert customer support for implementation and ongoing use.

2. Business Size & Scale

Fits small to large Salesforce enterprises.

Klizer targets a broad spectrum, from small businesses to large enterprises heavily invested in the Salesforce ecosystem. What I found about target users is that your scale matters less than your Salesforce dependency, as Klizer offers specialized native solutions. They are a Salesforce Crest (Gold) Consulting Partner focusing on specific AppExchange products.

You’re a good fit if your business heavily leverages Salesforce and seeks to optimize your existing investment with specific native apps.

3. Use Case Scenarios

Solves specific Salesforce operational pain points.

Klizer excels in distinct scenarios: nearing Salesforce data limits, needing reliable compliance backups, automating document generation, or connecting Salesforce/NetSuite efficiently. From my analysis, the software directly tackles costly Salesforce operational inefficiencies, transforming manual workflows and reducing storage overhead. It’s built for targeted problem-solving.

You’ll find Klizer indispensable if your Salesforce operations consistently face specific, recurring issues impacting cost or efficiency.

4. Who Should Look Elsewhere

Not for general-purpose software needs.

If you’re seeking a broad, general-purpose software suite or an all-in-one platform for non-Salesforce needs, Klizer isn’t your solution. From my user analysis, businesses prioritizing a highly modern, intuitive UI above specialized functionality might find some areas lacking. Initial setup can also be challenging without assistance.

Consider alternative iPaaS solutions or general CRM extensions if your need isn’t targeted Salesforce optimization or cost reduction.

Ultimately, this Klizer review shows its ideal user is deeply embedded in Salesforce and seeking specialized solutions. Your best bet is to assess how deeply you rely on Salesforce for core operations.

Bottom Line

Should your business choose Klizer?

This Klizer review synthesizes my detailed analysis into a clear, actionable recommendation. I’ve focused on overall value, identifying strengths, limitations, and specific scenarios where it truly shines.

1. Overall Strengths

Klizer nails Salesforce optimization.

Klizer’s AppExchange products, including DataArchiva and File ZIPO, excel at significantly reducing Salesforce data storage costs, often by over 90%. Their exceptional, responsive customer support team ensures successful setup and ongoing satisfaction, going the extra mile. Native integration offers a seamless UI experience.

These strengths translate directly into substantial ROI, enhanced data governance, and improved operational efficiency for any business relying on Salesforce.

2. Key Limitations

Consider these potential drawbacks.

While highly functional, some users indicate the user interface could benefit from modernization for a more intuitive feel in certain areas. Initial setup for complex scenarios, particularly custom object archival rules, requires expert assistance for optimal configuration.

These aren’t deal-breakers for most, but acknowledging expert support during initial deployment is highly beneficial for smooth adoption.

3. Final Recommendation

Klizer earns a strong recommendation.

Klizer is ideal for businesses deeply invested in Salesforce, seeking to optimize data storage, improve document management, and ensure data compliance. From my analysis, it offers robust cost-effective native solutions that significantly extend Salesforce’s capabilities directly within Salesforce.

I confidently recommend exploring a trial or demo. See its direct, transformative impact on your Salesforce environment and operational costs firsthand.

Overall, this Klizer review confirms its position as a valuable, specialized solution for Salesforce users. My assessment is highly confident for its targeted audience seeking platform optimization.