The Best Dispute Management Software for Salesforce

Disputes are inevitable. But slow resolution times, disjointed systems, and poor customer communication don’t have to be.

For Salesforce users, the right dispute management software can turn complex processes into streamlined workflows. By integrating directly with your customer accounts and communication tools, these platforms help financial institutions, retail banks, and growing enterprises resolve issues faster and reduce the risk of data silos or manual error.

Below, we’ve broken down five of the best dispute management platforms that integrate seamlessly with Salesforce, helping you stay in control, even when issues escalate.

The Top 5 Dispute Management Software for Salesforce

Managing disputes directly from your CRM is a game-changer for finance and operations teams. With Salesforce at the core of your business, choosing a dispute management solution that integrates natively with it ensures faster resolutions, better customer visibility, and fewer manual steps.

From handling chargebacks and customer complaints to resolving internal AR discrepancies, the right tool can significantly reduce admin burden while protecting revenue and customer relationships. Below, we’ve listed the best dispute management software for Salesforce users—each offering deep integration and functionality to support faster, smarter resolutions.

1. Kolleno

Kolleno is a unified accounts receivable and dispute management platform built to streamline resolution workflows and reduce DSO. Its Salesforce integration makes it easy to track disputes at the invoice and customer level without jumping between systems. Every dispute is tied to a case, synced to the correct customer record, and visible across finance, sales, and customer service teams.

Ideal for growing businesses looking to eliminate manual work, Kolleno enables end-to-end dispute handling, from task routing to escalation and resolution tracking. Everything is logged and auditable, with real-time updates available in Salesforce dashboards.

Key features:

• Native Salesforce integration for real-time syncing of disputes and customer records
• Invoice-level dispute logging and tracking
• Smart workflows for escalation, approvals, and resolution
• Automated follow-ups and internal reminders
• Centralized reporting and audit trails

G2 Rating: 4.9*

2. Salesforce Transaction Dispute Management

Salesforce’s own Transaction Dispute Management (TDM) module is purpose-built for users on Financial Services Cloud, but its structure and automation tools are valuable for broader CRM-based dispute handling. TDM lets teams log, assign, track, and resolve disputes directly within the Salesforce platform, removing the need for external tools or manual case management.

If you already use Salesforce as your source of truth for customer interactions, this module helps extend those workflows into dispute resolution without sacrificing visibility or process control.

Key features:

• End-to-end dispute lifecycle management inside Salesforce
• Timeline tracking and resolution workflows
• Automated task assignment and escalation rules
• Integrated with Salesforce reporting and dashboards
• Customisable fields and workflows for unique dispute types

G2 Rating: 4.4*

3. Quadient AR Automation

Quadient AR Automation brings robust dispute management functionality into Salesforce for finance teams handling large volumes of receivables. Designed to support multi-entity, multi-currency environments, Quadient enables full visibility over open disputes, aging cases, and root causes.

Its Salesforce integration allows disputes to be tied directly to customer accounts and invoice records. With built-in workflows, teams can auto-assign tasks, log case updates, and escalate issues without leaving their CRM. For finance teams seeking control and structure across AR and disputes, Quadient offers a powerful solution.

Key features:

• Seamless integration with Salesforce accounts and invoice data
• Workflow automation for dispute resolution, escalation, and closure
• Real-time dashboards for dispute aging, root cause analysis, and resolution KPIs
• Centralized case management with audit-ready trails
• Batch dispute handling and SLA tracking

G2 Rating: 4.4*

4. Signifyd Commerce Protection

Signifyd is a fraud and chargeback prevention platform built for ecommerce businesses. Its Commerce Protection suite integrates with Salesforce to help merchants prevent, manage, and resolve transaction disputes, especially chargebacks. By leveraging machine learning, Signifyd can detect high-risk transactions and automate responses to false claims or fraud.

For B2C and DTC businesses using Salesforce, Signifyd enhances dispute visibility and reduces manual case handling—protecting revenue and improving operational efficiency.

Key features:

• Salesforce integration for syncing risk data and dispute status
• Automated chargeback prevention and evidence submission
• Real-time fraud scoring and transaction analysis
• Protection against false claims and friendly fraud
• Customisable dispute response workflows

G2 Rating: 4.6*

5. Chargent Payment Processing

Chargent, by AppFrontier, adds payment and chargeback management capabilities directly into Salesforce. It’s a lightweight option that lets you create and track dispute cases alongside payment records, all within your CRM. For businesses that want simple dispute workflows without leaving Salesforce, Chargent is a practical choice.

The tool supports multiple payment gateways, making it particularly useful for teams that already use Salesforce to manage billing or recurring payments.

Key features:

• Embedded chargeback and dispute case tracking in Salesforce
• Timeline and activity tracking for each disputed transaction
• Supports multiple payment gateways and processors
• Configurable workflows for case routing and resolution
• Native Salesforce dashboards for payment and dispute insights

G2 Rating: 4.5*

Key Features to Look For in a Dispute Management Software

Not all dispute management solutions are built the same. If you’re using Salesforce, the right platform should go beyond basic case tracking. Look for features that reduce manual workload, improve customer satisfaction, and give your team real control over the dispute resolution process.

Native Salesforce Integration

A strong integration with Salesforce ensures real-time syncing between customer profiles, financial transactions, and dispute cases. This reduces duplication, improves data accuracy, and makes it easier to manage the entire dispute process within a single interface.

Automated Workflows

Manual processes slow teams down. Prioritize tools that support intelligent workflows, automating dispute intake, task routing, escalation, and closure. Automation not only boosts efficiency but helps ensure consistency and compliance.

Real-Time Visibility

You need up-to-date information to act quickly. Dashboards that track dispute volume, resolution status, and root causes give finance teams the clarity to make faster decisions and spot patterns before they escalate.

Audit Trails and Compliance Support

Disputes often require documentation, timelines, and proof. Look for platforms that maintain full audit trails, logging every customer communication, update, and outcome. This is crucial for both compliance and internal accountability.

Customer Communication Tools

Whether it’s automated status updates or integrated support portals, a good platform should improve how you communicate with customers during the dispute process. Clear communication speeds up resolution and helps preserve trust.

Why Kolleno Is the Best Dispute Management Tool for Salesforce Users

Kolleno stands out for Salesforce users who want to simplify the dispute resolution process without compromising on control, visibility, or customer satisfaction. While many tools offer bolt-on features or partial integrations, Kolleno delivers a unified platform that connects seamlessly with your Salesforce environment, so you can manage disputes where the rest of your customer activity already lives.

Disputes are automatically logged against the relevant customer account and financial transaction. From there, your team can assign tasks, trigger automated reminders, escalate complex cases, and track every communication—all without leaving the platform. That tight integration means fewer data silos, faster resolution times, and a better customer experience.

What sets Kolleno apart is its focus on usability. Finance, sales, and support teams can collaborate easily using shared dashboards and live case updates. There’s no need for manual follow-ups, scattered emails, or switching between systems. Everything is recorded, auditable, and visible in real time—giving you the transparency and accountability needed to reduce risk and improve cash flow.

For Salesforce users looking to bring order to customer disputes without layering on extra admin, Kolleno offers the right balance of automation, insight, and simplicity.

Final Thoughts

With the right dispute management software connected to Salesforce, you can respond faster, reduce errors, and improve customer satisfaction—all while protecting your revenue and reputation.

Each of the tools we’ve reviewed offers unique strengths, but for teams that want full visibility, seamless integration, and streamlined workflows, Kolleno is the standout choice. It turns dispute resolution from a time drain into a controlled, trackable, and collaborative process.

Ready to simplify dispute management in Salesforce? Book a demo with Kolleno and see the difference for yourself.