Skip to main content

With so many different Salesforce alternatives available, figuring out which is right for you is tough. You know you want an alternative to Salesforce that helps you streamline business processes, improve customer relationships, and drive sales growth but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different Salesforce alternatives with various teams and projects, with my picks of the best Salesforce alternatives.

Why Look For a Salesforce Alternative?

Salesforce is a renowned customer relationship management (CRM) software that offers an array of tools for sales management, customer service, marketing automation, and analytics. Its comprehensive suite is designed to cater to a wide range of business needs, facilitating the management of customer interactions and streamlining various business processes. However, despite its extensive capabilities, some users might seek alternatives to Salesforce. This could be due to factors like its pricing, which might be prohibitive for smaller businesses or startups. Additionally, the complexity and vastness of Salesforce's features can be overwhelming for some users, particularly those with simpler needs or limited technical expertise. The one-size-fits-all approach of Salesforce may not align with the specific requirements of certain businesses, especially those looking for more industry-specific functionalities.

Alternative software to Salesforce can present several advantages. Many alternatives offer more cost-effective solutions with flexible pricing plans, making them accessible to a broader range of businesses, especially smaller ones or those just starting. These alternatives often provide a more user-friendly experience with a simpler interface and more straightforward functionalities, ideal for businesses that prioritize ease of use and quick implementation. Customization is another significant advantage, as some Salesforce alternatives are more adaptable to the specific needs and workflows of different industries, offering tailored solutions that better align with particular business models. And smaller or more niche CRM platforms might offer more personalized customer support, ensuring that businesses receive dedicated assistance tailored to their unique challenges. These benefits make Salesforce alternatives an attractive option for companies seeking CRM solutions that align more closely with their budget, complexity requirements, and specific business needs.

Overview Of The 10 Best Salesforce Alternatives

I’ve documented my research below and compiled some of the best platforms to consider as you begin to migrate to (or set up) a new CRM.

While it would be impossible to cover every single CRM available, I have tried to focus on the core Salesforce alternatives that can meet the needs of almost any business and use case.

1

monday sales CRM

Best for customizable sales automation

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
10470 reviews

14-day free trial

From $18/user/month (annually, 3 user min.)

Monday sales CRM is a fully customizable tool that allows users to automate their sales processes, centralize client communication, and gain visibility into their sales pipeline. It offers features such as flexible and intuitive customization, email integration, automations, and customizable dashboards, making it the best choice for customizable sales automation.

Why I picked Monday sales CRM: As a Salesforce alternative, monday.com stands out for its user-friendly interface and highly customizable nature, making it accessible for teams of all sizes and technical abilities. It excels in simplifying complex sales processes into manageable workflows that can be tailored to specific business needs, ensuring a seamless fit. The platform's integrated automation capabilities efficiently handle repetitive tasks, enhancing productivity and allowing sales teams to focus more on engaging with customers and closing deals.

Collaborative features promote transparency and teamwork, not just within sales departments but across the entire organization, fostering a unified approach to customer relationship management. Moreover, monday.com offers competitive pricing, providing a cost-effective solution without compromising on functionality or scalability, making it a helpful and adaptable choice for businesses looking to optimize their sales operations.

Monday sales CRM Standout Features and Integrations:

Features include exceptional flexibility in workflow customization. Unlike many competitors that offer rigid templates, Monday.com allows users to tailor their sales pipelines, dashboards, and reporting to fit their specific business processes and needs. This level of customization ensures that teams can adapt the platform to their unique sales cycle, rather than adjusting their processes to fit the software.

Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.

Pricing: From $18/user/month (annually, 3 user min.)

Free Trial: 14-day free trial

Pros

Highly customizable workflows and dashboards

Known for its intuitive and visually appealing interface

Enables cross-functional collaboration

Integrated automation tools

Cons

Vast array of features can be overwhelming for new users

Sales CRM dosen't have a free plan

2

Microsoft Dynamics 365

Best for collaboration in large organizations

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
5020 reviews

30-day free trial

From $153.60 /user/month

Microsoft Dynamics 365 is a CRM that both sales and marketing teams can use to “get increased visibility into their customer needs.” This makes it the perfect option for cross-department collaboration at large organizations.

Why I picked Microsoft Dynamics 365: I picked Microsoft Dynamics 365 because it is a commonly-used CRM for large businesses and enterprise companies. For organizations that are spread across multiple offices with multiple, expansive departments, this is a great solution.

It can keep marketing and sales teams closely aligned and integrate directly with businesses already using Outlook or other Microsoft products. Their offering focuses on collaboration, AI-driven insights, and real-time coaching and results. This is because data can be quickly analyzed, surfaced, and then shared via another Microsoft product (Outlook or Teams).

Microsoft Dynamics 365 Standout Features and Integrations:

Standout features include AI-driven buyer behavior insights, knowledge base creation and hosting, real-time analytics dashboard, and territory management for large teams. And, for me, the real-time communication integrations with Microsoft Outlook and Microsoft Teams make this an easy tool to integrate into the workflow of companies that already use the Microsoft ecosystem.

Integrations include Adobe Sign, ClickDimensions, DocuSign, Excel, LinkedIn, Microsoft Power BI, Microsoft Teams, Office 365, Outlook, Skype, Zendesk, Zoho and more.

Pricing One-Liner: From $65/user/month

Free Trial One-Liner: Free demo available

Pros

Integration with Microsoft products

AI-driven insights easy to act upon

Built-in integrations facilitate collaboration

Cons

Complicated features make simple tasks hard

Requires a bit of a learning curve

3

Salesflare

Best for organizing prospect data

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
196 reviews

14 days free trial

From $29/user/month (billed annually)

Salesflare has a simple interface that surfaces the most important elements of a CRM: accounts, contacts, opportunities, and insights. Unlike Salesforce, Salesflare is a software that you can quickly grasp after initially logging in and begin to customize it and make it your own.

Why I picked Salesflare: Salesflare made it easy for me to make sense of my own prospect data. I liked how Salesflare stored the prospect information with individual “Wish Lists” templates you can add for notes about each prospect.

In addition, it was interesting that the platform offered the ability to locate any prospect’s business email, even if you only had their name and company. This is a less-common CRM, but it is still useful for small businesses looking to add more organization and systems to their sales process.

SugarCRM Standout Features and Integrations:

Standout features include automatic logging of calls, business email locator, prospect “wish lists,” automated data entry, and a mobile app.

Integrations include ActiveCampaign, Asana, Calendy, Drift, HubSpot, Intercom, LinkedIn, Mailchimp, Pipedrive, Quickbooks, and Zapier.

Pricing One-Liner: From $29/user/month (billed annually)

Free Trial One-Liner: 30-day free trial

Pros

Simple interface for beginners

Only offers the basic functionality you need

Simple, predictable pricing

Cons

Not as advanced as other CRMs

Needs a visual and tech update

Requires email credits for sending emails

4

HubSpot

Best all-in-one sales management solution

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.4
10798 reviews

14-day free trial + free plan available

From $45/month

HubSpot is a CRM that offers a full-suite of sales, marketing, and customer service functionality.

The platform goes beyond the standard CRM. By offering content management and marketing functionality, it can be a useful tool for multiple departments within your company.

Why I picked HubSpot: I chose HubSpot because of its versatility. HubSpot’s ability to serve multiple departments at once on a single platform makes it stand out from competitors. It’s not uncommon to have data in multiple silos. With HubSpot, all your data can be collected and activated in one space. This makes it super easy to have visibility over your entire sales process.

HubSpot Standout Features and Integrations:

Standout features include all the core features such as sales reports and automated predictive lead scoring, but I felt like the ‘extras’ really made this tool great, like the cool business card scanner that makes it easy to add new contacts. I also enjoyed the meeting scheduler and live chat, marketing campaign planning matrix, drag-and-drop website builder, conversation intelligence (with voice tracking) and deal pipeline visibility.

Integrations include Gmail, Google Calendar, WordPress, Zapier, Facebook Ads, Google Ads, Outlook, Zoom, MailChimp, Eventbrite, Aircall, Crossbeam, and hundreds more.

Pricing One-Liner: From $800/user/mo

Free Trial One-Liner: Free plan available

Pros

Cross-department functionality available

Provides complete view of customer actions

App Marketplace provides access to 1,000s of integrations

Cons

Moderately pricey for small businesses

Too many features leads to unnecessary complexity

5

Zendesk Sell

Best for service-driven organizations

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2
496 reviews

Free trial + free demo

From $19/user/month

Zendesk is known mostly for its customer service platform. However, Zendesk Sell is a unique CRM that can also be useful if you’re looking to link your sales and service offering more closely together.

Why I picked Zendesk Sell: Zendesk Sell’s interface reminds me of the familiarity of Slack. It uses excess white space to project an organized, clean view. With your menu on the left side, you can navigate through different views, making it easy to find what you’re looking for without getting overwhelmed.

Plus, since it is a Zendesk product, support seems like it was built at the forefront of the product. You can track multiple ways you interact with your customers: email, phone, chat, and social media.

Zendesk Sell Standout Features and Integrations:

Standout features include team collaboration, trigger automation, omnichannel tracking, call logging, rich deal insights, AI-powered lead prioritization, enhanced customer support (phone, email, and chat), and bot tracking. I’ve worked with Zendesk tools a lot over the years, and it was great seeing the same level of attention to user experience and support in this tool.

Integrations include ActiveCampaign, Dropbox, Google Drive, Mailchimp, Salesforce, Slack, Stripe, and Zapier.

Pricing One-Liner: From $19/user/month (billed annually)

Free Trial One-Liner: 14-day free trial

Pros

Collaboration and service at the focus

Tracking across multiple channels

Great customer support

Cons

Limited email features

Customization lacking compared to other platforms

Doesn’t scale efficiently with your business

6

ClickUp

Best for project management

From $9/user/month

Freemium plan available

Many organizations use ClickUp for project management, editorial calendars, and collaborative projects. Now, you can use it as your CRM too. Since the platform may already be used by various departments around your organization, ClickUp is a worthy contender for your Salesforce alternative.

Why I picked ClickUp: ClickUp is not always thought of as a true CRM, but if you need a basic CRM dashboard that stores your prospects and tracks them — ClickUp might be for you.

With ClickUp, you can automate your sales processes, track prospects on a List/Board/Table view, and see real-time reporting.

ClickUp Standout Features and Integrations:

Standout features include multiple dashboard views, automatic team updates, account visualization, real-time analytics, lead statuses triggered automatically, and automatic lead assignments.

Integrations include Adobe Creative Cloud, Airtable, Asana, Box, Calendly, Evernote, Google Drive, HubSpot, Jira, Microsoft Teams, monday.com, Slack, Trello, and Zoom.

Pricing One-Liner: From $9/user/month

Free Trial One-Liner: Free plan available

Pros

Can be used for more than CRM

Simple interface to easily see your sales pipeline

Basic automations can save you time

Cons

Limited email and communication functionality

No AI-powered insights

Lacking ‌lead scoring functionality

7

Freshsales

Best for automated outreach

21-day free trial for new subscribers

From $18/user/month for up to 1,000 contacts when paying monthly or $15/user/month when billed annually

Freshsales is Freshworks’ flagship platform that can equip you with everything you need to track your leads and reach out to them on a systematic basis.

Why I picked Freshsales: I picked Freshsales because it feels like a platform that was designed by former sales representatives that know exactly what sales teams need. There are just enough unique features and functionalities for you to personalize and execute outreach without the platform feeling cumbersome and overwhelming.

The platform uses AI to score contacts, source deal insights, suggest the next best action, forecast sales, and even power the built-in chatbot. Plus, the platform is engaging and fun to use without being intimidating for beginners.

Freshsales Standout Features and Integrations:

Standout features include multiple activity timeline views, profile enrichment, IntelliAssign (routes conversations to right rep), weighted pipelines, price quote configuration, content scoring, and audit logs. What I really like about this tool is the way they fit so many useful features while still making it feel minimalist and straightforward to use.

Integrations include DocuSign, Gmail, Outlook, PandaDoc, PayPal, Quickbooks, Slack, Xero, and Zapier and more.

Pricing One-Liner: From $18/user/month

Free Trial One-Liner: Free plan available

Pros

Easy-to-use interface

Affordable for the functionality you get

Scales with company as it grows

Cons

Not as many integrations as other CRMs

Limited customer support

Some functions don’t work on mobile app

8

NetSuite CRM

Best for enterprise businesses

Free demo available

$999/month

NetSuite CRM is owned by Oracle and is the ideal platform for large-scale businesses that need a scalable solution for their enterprise businesses. The platform has been on the market for a while with many new features added over the years.

Why I picked NetSuite CRM: NetSuite CRM is the perfect CRM if you are already using some of Oracle’s other products including Eloqua and Oracle CX.

The platform can easily integrate with those platforms and others in the Oracle family, and since Oracle is such a powerhouse on the market, this is a direct competitor to Salesforce—and one of the most similar products on this list.

Because of its vast capabilities—including quote management, fulfillment, sales performance reporting and visibility over the entire sales lifecycle—NetSuite CRM is perfect for large, matrixed, enterprise businesses. However, it can be challenging to use for smaller organizations.

NetSuite CRM Standout Features and Integrations:

Standout features include transaction categorization, probability-based forecasting, actual sales and recurring revenue projections, buying pattern recommendation, automated shipping/tax calculations, support case tracking, and visibility into recently browsed products. I find it has one of the steeper learning curves of all the tools on the list, but if you’re willing to put in the time to wrap your head around how everything works together and integrates with other Oracle tools, I feel like this is one of the most powerful tools on the market.

Integrations include Amazon Web Services, Box, Concur, DocuSign, Expensify, Google Analytics, Magento, Oracle, Salesforce, Shopify, SurveyMonkey, Trello, Zoom and more.

Pricing One-Liner: Pricing available upon request

Free Trial One-Liner: Free demo available

Pros

Real-time visibility into all lead interactions

Very detailed and customizable reporting

Multiple support offerings (phone, resource library, web)

Cons

Challenging interface that isn’t for beginners

So many features can make the platform confusing

Very expensive compared to others

9

Pipeliner

Best for beginners

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
461 reviews

Pipeliner is a CRM with a variety of features that beginners can use to supercharge their sales efforts. Although it lacks in design aesthetics, the simplified navigation menus make it easy for you to get what you need in only a few clicks.

Why I picked Pipeliner: I picked Pipeliner because of how simple it was to learn. Pipeliner relies on visuals to show how prospects are moving through the sales process. This helps you understand where prospects are getting stuck and can provide a birds-eye view of your pipeline and entire process.

Segmenting prospects is easy with Pipeliner’s dynamic targeted segmentation feature. You can use a variety of targeting parameters to create one segment based on behavior, geographics, and psychographics.

Pipeliner Standout Features and Integrations:

Standout features include a visual sales pipeline, mobile app, dynamic segmentation, gamification for sales teams, customizable triggers and workflows, and visibility over all sales activity and pipeline. While this may not be the best tool for enterprise sales departments, I think it is a fantastic tool for growing organizations looking to start formalizing their sales processes.

Integrations include DocuSign, Google Apps, HubSpot, MailChimp, Microsoft Office 365, Quickbooks, Salesforce, Slack, and Zapier

Pricing One-Liner: From $65/user/month

Free Trial One-Liner: 14-day free trial

Pros

A lot of visuals and graphics for a CRM

Advanced segmentation that can be easily done

Cons

Doesn’t seem as modern as other CRMs

Feels somewhat mechanical and glitchy

10

SugarCRM

Best for complex sales organizations

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.3
35 reviews

From $85/user/month billed annually

SugarCRM is made for complex sales organizations with a long, multi-step sales process. The platform can easily be configured to track ‌prospects that are participating in multi-step campaigns over a long sales cycle.

Why I picked SugarCRM: SugarCRM surprised me with how much customization the platform offers. You can have custom fields, custom modules, custom workflows, custom dashboards, and even custom themes.

The information presented in the dashboard looks distilled down, so that only the key data points are highlighted. Plus, the interface feels familiar with the correct information hierarchy.

SugarCRM Standout Features and Integrations:

Standout features include workflow automation toolset, knowledge management, multilingual support, GDPR compliance, offline mode, form data sync, offline event management, survey collection, and more.

Integrations include DocuSign, Dropbox, Google Drive, Google Apps, HubSpot, Mailchimp, Microsoft Office, QuickBooks, Shopify and Zendesk.

Pricing One-Liner: From $49/user/month (billed annually)

Free Trial One-Liner: Free demo offered

Pros

Allows you to take control and customize

Can operate online and off-line

Compliant with regulations (GDPR)

Cons

More expensive for what you get

Limited customer support

Mobile app not as useful as it could be

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

Compare Software

Other Options

There are so many more CRMs on the market that didn’t make the top 10, but that can still be valuable tools. The following Salesforce alternatives are worth checking out to see if they fit your needs:

  1. Zoho CRM

    Best for predictive intelligence

  2. Monday.com

    Best for quick setup

  3. Pipedrive

    Best for pipeline visibility

  4. Accelo

    Best for service-based businesses

  5. Copper

    Best for companies using G Suite

  6. Keap

    Best for ecommerce companies

  7. Insightly

    Best for early-stage startups

  8. Scoro

    Best for medium-sized businesses

Selection Criteria for Salesforce Alternatives

You might be thinking, “There are many Salesforce alternatives on the market. What made you pick these as the very best?”

Envelope, plug, and coin illustrations
There are many factors to consider when selecting a CRM.

I mixed my own experience using Salesforce and a near-decade of marketing experience to find alternatives that excel in the areas where Salesforce lacks. Eventually, after reviewing dozens of potential Salesforce alternatives, I narrowed them down to the best ones based on my selection criteria below.

Here’s what I evaluated:

Core Functionality

Some of the challenges I faced with Salesforce included its complexity, a lack of customer support, and challenges with easily surfacing insights.

Illustration of CRM dashboard
Every CRM should provide complete visibility over your sales process.

In looking for alternatives, I kept these challenges in mind while looking for basic functionality including:

  • Ability to manage, store, and segment contacts, leads, opportunities, deals
  • Full visibility over sales process and pipeline
  • Simple, easy-to-use interface

Key Features

The following features are ones that I actively searched for in order to assess whether the platform could fully execute the core functionality listed above.

  • Lead Segmentation and Scoring: Sales professionals need to know which prospects to focus on. The ability to easily segment and score leads is an essential feature that the CRM should offer.
  • Tracking across multiple channels: An effective CRM should be able to provide visibility over prospects’ actions within your marketing campaigns. I looked for visibility of prospects’ actions across the web, app, email, and social platforms.
  • Sales & marketing campaigns: It should be easy to set up sales and marketing email nurture campaigns directly in the platform.
  • Custom reporting: The platform should offer automated custom reporting that can be set up and triggered after specific events or on a set cadence.

Usability

It was important for me to only highlight platforms that are easy-to-use. A platform with every feature available may not be useful if it is too complicated to use. I asked myself the following questions when evaluating usability: How easy is the platform to use? Is setup difficult? What level of customer support is provided?

Integrations

I focused mostly on evaluating platforms with marketing integrations and ecommerce integrations. It’s important to see how prospects are engaging with your marketing campaigns and whether they convert.

Price

There is a wide range of CRM prices on the market. Salesforce alternatives can range in price from a few dollars per user to hundreds of dollars per user.

I was expecting an average monthly subscription cost of $50/mo/user for basic functionality including lead segmentation and custom reporting.

For CRMs with more advanced features like scoring, event tracking, and integrations, I would expect to pay closer to $100/mo/user.

People Also Ask

Still thinking about Salesforce alternatives? Here are some of the common questions people are asking before making the jump.

What’s next after Salesforce?

I hope that this list has provided you with the direction you need to pick the right Salesforce alternative for your business.

There are so many platforms to choose from with different offerings for every type of business.

Whether you’re migrating your data from Salesforce or shopping around for your first CRM, this is the perfect opportunity to set your company and sales team up for success.

For more insights on how to maximize revenue potential, sign up for our newsletter and get similar articles delivered to your inbox.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.