Salesforce is one of the leading software-as-a-service (SaaS) business management platforms in the CRM industry. However, it’s not always the perfect fit for every business model, so most businesses will have to review several alternatives.
There are other customer relationship management (CRM) solutions such as HubSpot, Pipedrive, EngageBay, and Insightly, designed with unique features tailored to meet your business needs. It’s wise to consider these Salesforce competitors to find the most suitable CRM software for your organization.
In this article, I’ll help you discover how Salesforce works, then compare Salesforce with its competitors.
Table of Contents
Salesforce Overview
Salesforce is a cloud-based business management software that acts as a Software as a Service (SaaS) powerhouse, providing multiple cloud applications that help you run and manage your business, regardless of your industry or vertical. In addition to the sales, marketing, and service cloud platform, Salesforce also offers other products for commerce, IT, health, manufacturing, etc.
Its flexibility across businesses of different sizes and versatility across several industries and verticals, make it one of the top SaaS business management systems. Salesforce also has a number of integrations and applications to help you improve your CRM experience and functionality.
Salesforce Features
Salesforce has different products with useful features to enhance your business performance. Some of these products, alongside their features, include:
1. Sales Cloud
Sales Cloud will empower your sales team to find new customers and close more deals faster. The sales automation feature will boost your team’s productivity, simplify your workflow, and save more time by helping you design automated business processes and tasks with easy drag-and-drop features.
The account, contact, and lead management features give you a complete view of your customers to enhance your lead tracking and nurturing. You can, as well, manage your pipeline and monitor your stats using the dashboards, reports, and custom KPIs.
2. Marketing Cloud
Marketing cloud features enable you to attract more leads, build stronger relationships with your customers, and increase your conversions and ROI by offering tailored features – email automation, personalization, analytics, and reporting.
3. Customer Service
Salesforce service cloud has a number of useful capabilities to improve your customer experience, provide assistance, and resolve issues faster. Some of these features include email automation, agent workspace, case management, knowledge management, reports and analytics, and omnichannel routing.
Salesforce Pricing
Salesforce has diverse pricing plans across all products. It offers a 14-day free trial across all products, and billings are annual.
1. Sales and Service Cloud pricing
Both sales cloud and customer service share the same pricing plans. All plans are per user per month. They include:
- Essentials – $25 per user/month
- Professional – $75 per user/month
- Enterprise – $150 per user/month
- Ultimate – $300 per user/month
2. Marketing Cloud pricing
Marketing cloud offers a number of products with varying pricing models. A few of them include:
- Marketing Cloud Customer Data Platform – starting at $12,000 per organization/month
- Marketing Cloud Account Engagement – starting at $1,250/month (for 10,000 contacts)
- Marketing Cloud Engagement – starting at $1,400 per organization/month
- Marketing Cloud Intelligence – starting at $3,000 per organization/month
Read also: Is Salesforce a CRM? A Simple, In-Depth Guide
Salesforce Competitors
These alternative software-as-a-service (SaaS) solutions aren’t 100% better than Salesforce; however, they may offer more value for your money based on your business needs.
The top 9 Salesforce competitors (in no particular order) include:
- Hubspot
- Microsoft Dynamics 365
- EngageBay
- Zoho CRM
- Pipedrive
- Insightly
- Zendesk
- Freshsales CRM
- Keap CRM
| Starting price | |||
| Sales | Marketing | Service | |
| Salesforce | $25 (annually) | See products | $25 (annually) |
| Hubspot | $50 (monthly) $45 (annually) |
$50 (monthly) $45 (annually) |
$50 (monthly) $45 (annually) |
| Microsoft Dynamics 365 | $65 (annually) | $1,500 (annually) | $50 (annually) |
| EngageBay | $12.99 (monthly) $11.69 (annually) $10.39 (biennial) |
$12.99 (monthly) $11.69 (annually) $10.39 (biennial) |
Free |
| Zoho CRM | $18 (monthly) $12 (annually) |
$18 (monthly) $12 (annually) |
— |
| Pipedrive | $11.90 (monthly) $9.90 (annually) |
$11.90 (monthly) $9.90 (annually) |
— |
| Insightly CRM | $29 (annually) | $299 (annually) | $29 (annually) |
| Zendesk | $19 (annually) | — | $49 (annually) |
| Freshsales CRM | $18 (monthly) $15 (annually) |
$18 (monthly) $15 (annually) |
— |
| Keap CRM | $169 (monthly) $129 (annually) |
$169 (monthly) $129 (annually) |
— |
Table: Salesforce Competitors (starting prices for marketing, sales, and service software)
Note: This is not an exhaustive list. However, expert and customer reviews rate these tools to be the best alternatives to Salesforce. If you’d rather like to take a look at budget tools for small businesses, see this list of 25+ awesome tools.
#1. HubSpot
HubSpot is a cloud-based customer relationship management (CRM) system with sales, marketing, and customer service solutions. It also has a content management system (CMS) to help you manage your website and an operations hub to sync your data and automate business processes.
Its flexibility and versatility make it one of the best Salesforce competitors, as it’s well-suited for businesses of all sizes, integrating with over 1,000 applications including Zapier, WooCommerce, Zoom, and Calendly.
HubSpot Features
HubSpot offers various business applications with unique features designed to simplify your workflow and increase your ROI. They include:
1. Sales Hub
HubSpot sales software provides capabilities tailored to facilitate lead management, contact tracking, and sales automation. Sales analytics and reporting give you full visibility into your business performance, providing more opportunities for improvement.
2. Marketing Hub
Marketing Hub focuses on features designed to help you attract leads and convert them into customers. Other features enable you to carry out targeted campaigns across various channels and monitor your overall performance.
3. Service Hub
HubSpot’s customer service software helps you strengthen your customer relationship with conversational tools, help desk automation, community forums, and a knowledge base. The features enable you to respond to customers, provide assistance, and resolve issues.
Not happy with HubSpot? Take a look at our blog post introducing the top HubSpot competitors.
HubSpot Pricing
HubSpot has varying plans based on the various products it offers. It has a free plan and accepts monthly and annual billings.
1. Marketing Hub pricing
- Free – $0
- Starter – $50 (monthly) and $45 (annually) for 1,000 contacts
- Professional – $890 (monthly) and $800 (annually) for 2,000 contacts
- Enterprise – $3,600 (annual billings only) for 10,000 contacts
2. Sales and Service Hub pricing
- Free – $0
- Starter – $50 (monthly) and $45 (annually) for 2 users/month
- Professional – $500 (monthly) and $450 (annually) for 5 users/month
- Enterprise – $1,200 (annual billings only) for 10 users/month
Salesforce vs HubSpot
| Salesforce | HubSpot | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | All sizes |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | Yes |
| Free plan | No | Yes |
| Free trial | 14 days | No |
Read Also: HubSpot Pricing and Comparison with Affordable Alternatives
#2. Microsoft Dynamics 365
Microsoft Dynamics 365 is also a cloud-based business management system. It is a major Salesforce competitor, as it consists of customer relationship management (CRM), enterprise resource planning (ERP), and other business management applications.
Dynamics 365 comes with diverse apps that help simplify your major business processes – customer relationship management (CRM), enterprise resource planning (ERP), account management, human resource management (HRM), sales force automation, and more.
Dynamics 365 has sophisticated applications well-suited for most mid and large-sized enterprises, and although it was created for businesses of all sizes, it may not be a perfect fit for smaller businesses on a low budget. It integrates perfectly with Microsoft products such as Office 365, OneNote, Outlook, and as well, with many other third-party platforms.
Microsoft Dynamics 365 Features
As a business management platform, dynamics 365 has diverse applications that cover a wide range of business processes. Its CRM comprises tailored features for sales, marketing, and service teams alike.
1. Sales features
These features help your sales teams manage your customer database and prioritize your best leads to improve conversions, using real-time insights from customer and sales data.
Activity-based reporting helps you prioritize your deals and forecast your revenue. With a sales accelerator, you can gather information from multiple sources to help you know how best to approach your customers and sell smartly.
2. Marketing features
These features enable your marketing teams to improve customer experience by attracting, engaging, and nurturing leads to turn them into loyal customers.
With a 360° customer view, you can visualize your customer interactions and, as well, generate personalized messages and dynamic content to maximize engagement. Visual dashboards and KPIs can help you track your business goals and performance.
3. Service features
These features help your service teams deliver improved and optimized service experiences. Using the AI-powered virtual assistant and chatbots, you can automate manual and repetitive tasks, and generate solutions to simple problems with no-code to low-code conversational chatbots.
The 360° customer view helps you track sessions, manage requests, analyze customer behavior, and resolve issues.
Microsoft Dynamics 365 Pricing
Dynamics 365 offers several pricing tiers across its products with a free trial period of 30 days. The pricing models include:
1. Sales pricing
- Professional – $65 per user/month
- Enterprise – $95 per user/month
- Premium – $135 per user/month
- Marketing relationship sales – $162 per user/month
2. Marketing pricing
There are 2 major pricing plans and they are based on contacts and interactions. Both plans offer 10,000 contacts, 100,000 interactions, and 1,000 SMS messages. They include:
- Dynamic 365 marketing – $1,500 per tenant/month
- Dynamic 365 marketing Attach – $750 per tenant/month
3. Customer service pricing
- Professional – $50 per user/month
- Enterprise – $95 per user/month
Salesforce vs Microsoft Dynamics 365
| Salesforce | Microsoft Dynamics 365 | |
| Ease of use | Training needed | Training needed |
| Business size | Medium and large | Medium and large |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | Yes |
| Free plan | No | No |
| Free trial | 14 days | 30 days |
Read also: Top 10 Financial Advisor CRM Tools For Perfect Client Management
#3. EngageBay
EngageBay is an all-in-one customer relationship management (CRM) software for sales, marketing, and service teams alike. It combines these solutions into one suite to help you attract leads, close more deals, provide assistance, and improve your overall customer experience.
EngageBay competes with Salesforce in its pricing model, as it’s relatively affordable and well-suited for small and mid-sized businesses, integrating with over 450 applications including Zapier, Salesforce, Mailchimp, Slack, and Calendly.
EngageBay Features
EngageBay has various sales, marketing, and support features well-suited to increase your conversions and boost your ROI. It is also an all-in-one CRM solution to simplify your business processes all from one place.
1. Marketing Automation
These features enable you to automate your marketing processes for improved lead generation and nurturing. Other features like A/B testing, contact tracking, live chat, lead segmentation, email marketing automation, and advanced analytics also enhance your marketing campaigns, giving you more qualified leads.
2. Sales Automation
Sales automation software includes features created to help you attract qualified leads and close more deals faster. They also enable you to communicate easily with customers, manage pipelines, and forecast revenue using visual dashboards, insights, and custom KPIs.
3. Customer Service
EngagaBay offers free customer support and help desk management solutions for improved customer experience. The features include live chat, support macros, analytics, ticket routing, and AI-generated chatbots.
EngageBay Pricing
EngageBay has various pricing models for all business management solutions. It has a free plan with limited features and a free demo. All plans are per user per month with monthly, annual (10% off), and biennial (20% off) billings.
1. All-in-one CRM pricing
- Free – $0
- Basic – $14.99 (monthly), $13.49 (annually), and $11.99 (biennial)
- Growth – $49.99 (monthly), $44.99 (annually), and $39.99 (biennial)
- Pro – $99.99 (monthly), $89.99 (annually), and $79.99 (biennial)
2. Marketing Bay pricing
- Free – $0
- Basic – $12.99 (monthly), $11.69 (annually), and $10.39 (biennial)
- Growth – $34.99 (monthly), $31.49 (annually), and $27.99 (biennial)
- Pro – $69.99 (monthly), $62.99 (annually), and $55.99 (biennial)
3. CRM & Sales Bay pricing
- Free – $0
- Basic – $12.99 (monthly), $11.69 (annually), and $10.39 (biennial)
- Growth – $22.99 (monthly), $26.99 (annually), and $23.99 (biennial)
- Pro – $59.99 (monthly), $53.99 (annually), and $47.99 (biennial)
4. Service Bay pricing
The helpdesk and live chat features are free.
Salesforce vs EngageBay
| Salesforce | EngageBay | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | Small and medium |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | Yes |
| Free plan | No | Yes |
| Free trial | 14 days | (free demo) |
Read also: The Top 8 EngageBay Alternatives of 2022 [Features, Pricing, Reviews]
#4. Zoho CRM
Zoho CRM is an intuitive and user-friendly customer relationship management (CRM) solution for modern businesses. Although it was created for businesses of all sizes, it’s a perfect fit for entry-level team members who may not know how to use complex business management systems.
With over 500 integrations, Zoho CRM lets you use a wide variety of applications to manage and improve your business.
Zoho CRM Features
Zoho CRM offers useful features for measuring your business performance and managing your sales and marketing processes. The major features include:
1. Sales Force Automation (SFA)
Zoho CRM lets you automate repetitive and time-consuming tasks like sending notifications and follow-up emails, scheduling appointments, tracking contacts, and updating fields. This gives you more time to build stronger relationships and close more deals.
2. Marketing Automation
The marketing automation features help you attract, engage, and nurture more leads to boost conversions. With proper segmentation, you can categorize and assign qualified leads to your sales team to help them prioritize deals. Zoho CRM, in combination with Google Ads, helps you analyze your campaigns and measure your ad spending to identify opportunities for improvement.
3. Advanced Analytics
Zoho CRM advanced analytics helps you track your leads, deals, activities, emails, and other marketing and sales processes. These reports and insights help you measure your progress, identify loopholes in your strategy and optimize your sales funnel to achieve better sales results.
4. Customization
Using custom fields and layouts, you can manage customer information, segment leads, and optimize data entry with customizable forms. This helps you capture the right leads, irrespective of the location, language, currency, or industry.
Zoho CRM Pricing
Zoho CRM has 4 major pricing plans that cover all features. It has a 15-day free trial that lets you use all features before choosing the most suitable plan. All plans are per user per month, with monthly and annual (34% off) billing options. The pricing plans include:
- Standard – $18 (monthly) and $12 (annually)
- Professional – $30 (monthly) and $20 (annually)
- Enterprise – $45 (monthly) and $35 (annually)
- Ultimate – $55 (monthly) and $45 (annually)
Salesforce vs Zoho CRM
| Salesforce | Zoho CRM | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | Small |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | No |
| Free plan | No | No |
| Free trial | 14 days | 15 days |
Read Also: Zoho Alternatives: CRM Solutions You Can’t Avoid
#5. Pipedrive CRM
Pipedrive is a cloud-based customer relationship management (CRM) solution designed by salespeople for salespeople. The visual sales pipeline enables you to track your leads and streamline your sales workflow.
The platform is suitable for small and enterprise organizations and has over 300 integrations with several third-party applications.
Pipedrive Features
Let’s dive in and take a look at Pipedrive’s key features:
1. Sales Software
Pipedrive sales pipeline was designed to enhance customer experience, optimize sales processes, and boost team collaboration. The sales pipeline, insights, and reporting help you visualize sales and close deals faster. With sales automation, you can set triggers to simplify mundane tasks and provide instant follow-up emails.
2. Email Marketing Software
The features in this software allow you to craft targeted email campaigns to enhance your lead generation and nurturing.
The email builder speeds up your process by providing ready-to-go email templates; email segmentation improves your personalization and targeting, and email analytics helps you track your customers’ interactions with your emails.
Pipedrive Pricing
Pipedrive has 4 major pricing plans with a 14-day free trial period. All plans are per user per month and billing is either monthly or annually (17% off). The pricing tiers include:
- Essential – $11.90 (monthly) and $9.90 (annually)
- Advanced – $24.90 (monthly) and $19.90 (annually)
- Professional – $49.90 (monthly) and $39.90 (annually)
- Enterprise – $74.90 (monthly) and $59.90 (annually)
Salesforce vs Pipedrive
| Salesforce | Pipedrive | |
| Ease of use | Training needed | Training needed |
| Business size | Medium and large | Small, medium, and large |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | No |
| Free plan | No | No |
| Free trial | 14 days | 14 days |
Read also: The Definitive Pipedrive vs Salesmate Review
#6. Insightly CRM
Insightly CRM is a simple, yet powerful customer relationship management (CRM) software, and although it was created for businesses of all sizes, it is well-suited for small and medium-sized organizations.
Its simple-to-use system helps startups manage their businesses without having to deal with the technicalities of most complex CRM platforms.
Using AppConect, Insightly CRM has over 500 integrations with several third-party applications.
Insightly CRM features
Insightly CRM has 4 major products with tailored features to assist your sales, marketing, and support teams. They include:
1. CRM features
These features help you engage and build strong relationships by routing hot leads to your sales reps for quick follow-up. You can automate complex or multi-step processes to reduce manual data entry or time-consuming tasks and, as well, track the emails you send to monitor the open or click-through rate.
2. Marketing features
These features are built on the same platform as Insightly CRM, and they help you attract and nurture your leads. With intuitive reports and insights, you can segment your leads and carry out intelligent campaigns. A/B testing enables you to test and identify top-performing strategies, giving room for improvements.
3. Service features
Insightly service empowers your support teams to enhance customer satisfaction and build positive interactions. The integrated knowledge articles help both internal teams and customers resolve issues by referencing helpful guides. Also, your teams can apply pre-written templates (macros) to a ticket to provide helpful responses to frequently asked questions (FAQs). Insightly service also uses a service-level agreement (SLA) countdown and a reminder to serve customers and meet support goals.
4. AppConnect
This is an integration automation application that lets you connect Insightly CRM with hundreds of other applications. You can build sophisticated workflow and integrations without writing any code.
Insightly CRM Pricing
Insightly has 4 major pricing plans based on the 4 major products. It offers a free plan with limited features and a number of users. It also gives you a 14-day free trial to use all top-tier features. The paid plan is per user per month and billing is annual.
1. Insightly CRM
- Plus – $29 per user/month
- Professional – $49 per user/month
- Enterprise – $99 per user/month
2. Insightly Marketing
The 3 major pricing tiers provide 10,000 contacts, and they include:
- Plus – $299 per user/month
- Professional – $599 per user/month
- Enterprise – $1,299 per user/month
3. Insightly Service
- Plus – $29 per user/month
- Professional – $49 per user/month
- Enterprise – $99 per user/month
4. Insightly AppConnect
This includes 3 pricing tiers, and billing is per account per month. They include:
- 25k plan – $249 (25,000 tasks/month)
- 100k plan – $799 (100,000 tasks/month)
- 500k plan – $3,499 (500,000 tasks/month)
Salesforce vs Insightly CRM
| Salesforce | Insightly | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | Small and medium |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | Yes |
| Free plan | No | Yes |
| Free trial | 14 days | 14 days |
Read Also: 3 Incredible Insightly Alternatives for Small Businesses
#7. Zendesk
Zendesk is a cloud-based customer service software that helps your support team provide assistance, resolve issues, and interact with your customers. It is also a sales CRM that enhances pipeline visibility for sales teams, boosts productivity, and delivers better customer experiences.
Zendesk is suitable for small, medium, and enterprise businesses alike. It is an easy-to-use help desk management solution that scales with your business.
Zendesk integrates with several third-party applications including Salesforce, Google Analytics (GA), and Calendly for better support.
Zendesk Features
Zendesk has unique features well-suited for both your support and sales teams.
1. Service features
Zendesk customer service solutions help you interact with your customers across diverse channels – emails, messages, live chat, social, voice, etc. You can also build integrated community forums and a help center to help customers resolve less complex issues, and using the AI chatbots, you can easily generate instant solutions to simple issues.
The visual dashboards help you get a unified view of your customer, monitor their activities, and provide personalized solutions to their needs.
2. Sales features
As much as Zendesk is primarily a help desk management software, it also has a sales CRM to boost your team’s productivity, enhance pipeline visibility, and boost your revenue.
With proper contact management and targeted lead generation, you can automate your sales process to reduce time spent on mundane tasks. The unified customer view and advanced analytics enable you to understand your customer journey and provide accurate forecasting.
Zendesk Pricing
Zendesk has various pricing models for the 2 major products – service and sales – and an extra pricing plan for foundational support. It has a 6-month and 30-day free trial plan for startups and other businesses respectively. Billing is annual.
1. Service pricing
Zendesk has 2 major pricing categories under service – one’s for ‘everyone’ and the other for enterprises. All pricing applies per user per month and billing is annual.
a. Plan for everyone
- Suite team – $49 per agent/month
- Suite growth – $79 per agent/month
- Suite professional – $99 per agent/month
b. Plan for enterprise
- Suite enterprise – $150 per agent/month
- Additional enterprise-ready plan – starting from $215 (you may need to contact sales)
2. Sales pricing
- Team – $19 per user/month
- Growth – $49 per user/month
- Professional – $99 per user/month
3. Foundational support
- Support team – $19 per agent/month
- Support professional – $49 per agent/month
- Support enterprise – $99 per agent/month
Salesforce vs Zendesk
| Salesforce | Zendesk | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | Small, medium, and large |
| Marketing | Yes | No |
| Sales | Yes | Yes |
| Service | Yes | Yes |
| Free plan | No | No |
| Free trial | 14-days | 30 days (other businesses) 6 months (startups) |
Want to find a Zendesk alternative that’s better suited to your needs? Check out our article on the top Zendesk alternatives.
#8. Freshsales CRM
Freshsales (formerly Freshworks) is a cloud-based customer relationship (CRM) solution that helps sales and marketing teams manage their interactions with potential leads and existing customers through lead management, marketing insights, workflow automation, and advanced analytics.
Freshsales is well-suited for startups and medium-sized businesses. Its intuitive dashboards help entry-level team members navigate through the platform. It also has integrations with Freshdesk, Freshconnect, and Zapier.
Freshsales Features
Freshsales has 2 major products and both have useful features to help you manage your business processes.
1. Freshsales (Sales CRM)
Frreshsales sales force automation (SFA) software enables you to focus on your best leads with AI-powered chatbots, customizable web forms, contact tracking, and contact scoring.
With extra features like lead and deal management, you can forecast your revenue, automate your sales campaigns, gain context with the numerous touchpoints on the activity timeline, and still engage with your customers across different channels.
2. Freshsales suite (Sales and Marketing CRM)
These features help you grow, nurture, and identify qualified leads before passing them to the sales team.
With customizable landing pages and web forms, targeted email campaigns, personalized journeys, and advanced analytics, you can identify the right intent and send personalized (and timely) messages to close deals faster and enhance your customer experiences.
Freshsales Pricing
Freshsales has various pricing plans under the 2 major products. It has a free plan with limited features and a 21-day free trial plan with top-tier features. All paid plans are per user per month and billing is either monthly or annually.
1. Freshsales
- Free – $0
- Growth – $18 (monthly) and $15 (annually)
- Pro – $47 (monthly) and $39 (annually)
- Enterprise – $83 (monthly) and $69 (annually)
2. Freshsales suite
- Free – $0 for100 contacts
- Growth – $18 (monthly) and $15 (annually) for 1,000 contacts
- Pro – $47 (monthly) and $39 (annually) for 1,000 contacts
- Enterprise – $83 (monthly) and $69 (annually) for 1,000 contacts
Salesforce vs Freshsales CRM
| Salesforce | Freshsales CRM | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | Small and medium |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | No |
| Free plan | No | Yes |
| Free trial | 14 days | 21 days |
Read Also: 5 Freshworks Alternatives for Great Customer Support
#9. Keap CRM
Keap (formerly Infusionsoft) is an all-in-one sales and marketing automation platform that helps you attract and convert leads. It’s a simple-to-use CRM system for small business owners across all industries who may find it difficult to navigate more complex CRM systems.
Keap CRM integrates with over 230 native and supported third-party applications to help you manage your business across all platforms.
Keap CRM Features
Keap gives small businesses all the necessary features to manage their organization’s sales and marketing needs.
1. Client Management Software
Keap’s client management software allows you to manage your leads and build stronger relationships with your clients (customers). It helps you automate, manage, and track communications, process payments, and monitor lead activities.
2. Sales & Marketing Automation
Using automated and personalized follow-ups, you can convert more leads and close more deals, giving you more time to build stronger relationships. Both the easy and advanced automation help you customize business processes like sending triggered emails, scheduling reminders, sending invoices, etc.
3. Analytics & Reporting
Keap CRM insights enable you to have an overview of your sales and marketing processes with visual and tracking systems. Also, you can monitor your payments, revenue, and transactions for possible forecasting.
4. Invoices and payments
Keap’s e-commerce features enable you to sell online with the CRM payment processing platform without adding extra third-party tools. The native payment processors enable you to send and receive payments and track all transactions from your CRM.
Keap CRM Pricing
Keap has 3 major pricing plans to cover all major products’ features with a free trial period of 14 days. Billings are monthly or annually (20% off).
- Pro – $169 (monthly) and $129 (annually) for 2 users and 1,500 contacts
- Max – $249 (monthly) and $100 (annually) for 3 users and 2,500 contacts
- Max classic – you’d have to contact the sales team
Salesforce vs Keap CRM
| Salesforce | Keap CRM | |
| Ease of use | Training needed | Easy to use |
| Business size | Medium and large | Small |
| Marketing | Yes | Yes |
| Sales | Yes | Yes |
| Service | Yes | No |
| Free plan | No | No |
| Free trial | 14 days | 14 days |
Read also: Keap Pricing & Comparison with EngageBay: 12X More Affordable Alternative
Final Takeaway: What’s the Best Salesforce Alternative?
The usefulness of your customer relationship management (CRM) platform largely depends on your business model. All Salesforce competitors have unique selling points well-suited for their target audiences, thus there are no “best” alternatives but perfect fits.
For enterprise organizations, you may want to check out Microsoft Dynamics 365, Hubspot, Pipedrive, or Zendesk. For smaller or mid-sized businesses, you may want to sign up for other CRM platforms like Keap, Insightly, Freshsales, Zoho, or EngageBay.
Moreover, if you want an all-in-one CRM solution for your small or mid-sized business, sign up now for a free plan on EngageBay.
Although the features are limited, you’d have enough time to understand how CRM works (for free) if you’re a newbie. If you, however, need an overview of all paid plans, you can book a free demo.
