Salesforce has been among the most popular CRM solutions on the market for a long time. But even though hundreds of thousands of businesses still use it, it might not be the ideal fit for everyone.
Some consider Salesforce to be too expensive for small businesses, while others aren’t happy with the steep learning curve required to fully utilize the feature it offers, at least compared to some of the more intuitive alternatives.
Because of that, many companies end up looking for the best Salesforce alternatives on the market that might provide better value and a better fit with what the company needs.
With that in mind, let’s look over some of the leading CRM solutions that might be a good option if you find that Salesforce is just not the right one for you.
Why Consider Salesforce Alternatives?
Before we go through the list of the best Salesforce alternatives on the market, it’s important to understand why it might make sense to look at other options in the first place. After all, if so many companies across the globe use Salesforce, it must be doing something right.
But there are a few key reasons that make people consider other options.
One common reason why small businesses end up avoiding Salesforce is the reason why thousands of companies love it. For some, the fact that Salesforce comes with countless powerful features is a huge advantage.
But for small businesses that just want an easy-to-use and convenient CRM, all the additional firepower that Salesforce comes with might simply not be necessary. The added complications of navigating the possibilities might hinder usage.
Then there’s the fact that those additional features do come at a cost. If you just need a specific set of CRM features that are not as complex as what Salesforce offers, you might get by with a simpler solution that costs less and does everything you could need.
And then, there are specific features that might not be as good as those offered by some of the best Salesforce alternatives.
For instance, while Salesforce does have robust reporting capabilities, it can end up being a bit more complex than necessary and not as easy to use. If you just want a simple and fast way to generate insightful reports, there might be better alternatives out there.
Another drawback that many business owners report is that Salesforce can be more challenging to customize according to the company’s specific needs. And Salesforce will also charge you for any additional customizations you might need.
Finally, Salesforce charges users for more advanced support, especially when it comes to getting the most of the software. Sure, it provides plenty of resources, but support is one area where the best Salesforce alternatives offer more comprehensive assistance.
Top Salesforce Alternatives
If you’ve found that Salesforce is not the right fit for your company, you can rest assured that there are plenty of powerful alternatives for you to choose from.
Let’s look at eight of the most popular and innovative CRM tools on the market today, each offering unique benefits that might be just the right fit in your situation.
- Essential: $12.50/user/month, billed annually
- Advanced: $24.90/user/month, billed annually
- Professional: $49.90/user/month, billed annually
- Enterprise: $99.00/user/month, billed annually
- Manage leads and deals
- Track communications
- Automate repetitive tasks
- Generate insights and reports
- Integrate with your favorite apps
If you’re looking for something to plug into your processes and start using right away, PipeDrive might be the perfect option. It’s one of the most intuitive CRM solutions on the market, providing businesses of all sizes with a set of easy-to-use features that can make lead generation and data analysis.
PipeDrive also has incredible customer support, which is one of the main selling points for making the switch. When you use PipeDrive, you can always rely on the support to solve any issues you might have and help you get the most of its features.
The simple drag-and-drop interface also makes it easy to get started and figure things out on your own. You can customize your reports, create unlimited customer fields, and visualize your entire sales funnel to help your team always know exactly what needs to happen next.
- Lite: $9/month, billed annually
- Plus: $49/month, billed annually
- Professional: $129/month, billed annually
- Enterprise: $229/month, billed annually
- Robust email marketing
- Marketing automation
- Create engaging landing pages
- Machine learning
- Outstanding customer service
ActiveCampaign is primarily an email automation tool, but it has built-in CRM capabilities that make it the perfect option for those that want to use email as the primary identifier for leads.
The software is very popular in the eCommerce space, but it can be just as effective for B2B companies, as the intuitive interface and robust email marketing features make it easy to automate many processes related to managing your relationships with customers.
One feature that makes ActiveCampaign stand out is the easy-to-use lead scoring feature, which allows you to segment your list based on win probability. Your team can better understand lead behaviors and learn to recognize when it’s time to become more aggressive and put more effort into closing the sale.
- Starter: starts at $45/month for 2 paid users, billed annually
- Professional: starts at $1600/month for 5 paid users, billed annually
- Enterprise: starts at $4000/month for 10 paid users, billed annually
- Fully integrated CRM
- Adaptive testing
- Drag-and-drop page editor
- SEO recommendations
- Website themes
If you’re looking for an all-in-one enterprise-level solution, you can’t go wrong with HubSpot CRM. Even though it’s geared for larger companies, the amount of features it includes is hard to ignore, and some users find the HubSpot interface easier to use.
The reporting capabilities are where HubSpot leaves its mark, providing a fast and reliable way to generate reports about your performance and your leads. Your team can use the reports to spot opportunities, fine-tune their approach, and discover new ways to boost sales in the process.
Finally, since HubSpot is a content-first platform, it has various templates and automation that will make communicating and following up with your customers much easier. You can even create your templates to plug and use whenever necessary, adding the personal touches to each one as necessary.
- Standard $14/user/month, billed annually
- Professional $23/user/month, billed annually
- Enterprise $40/user/month, billed annually
- Ultimate $52/user/month, billed annually
- Lead management
- Deal stage tracking
- Real-time customer insights
- Robust workflow automation
- Omnichannel support
Zoho CRM positions itself as the perfect CRM tool for small businesses, and the features it offers make it one of the best Salesforce alternatives on the market.
Zoho is everything a small company could want from a CRM solution. It’s easy to use, straightforward to set up and has plenty of customization possibilities to match the specific needs of your business.
Even if you don’t have any experience with CRM software, Zoho makes it simple to get started and integrate with all the platforms you are already using. It comes with a free version you can try out to see if it’s a good fit for your business, but even the paid plans are quite affordable for businesses of all sizes.
You can use Zoho to set up various automation, track progress, and use automation whenever your leads perform the desired action.
Less Annoying CRM
- $15 per user per month
- All contacts in one place
- Intuitive and simple interface
- Convenient events calendar
- Lead reporting
The aptly named Less Annoying CRM is one of the simplest and most convenient ways to handle customer relationships for small businesses. You can find information about your leads and customers in a single dashboard, quickly adding notes, files, tasks, and any other relevant information that can make your team’s job easier.
The convenient integration with Google Calendar means that you can stay on top of any tasks and follow-ups with each lead. You can also prioritize leads based on various factors, track the interaction history, and always have the contact information on hand.
While the tool might not have the advanced features of Salesforce or other enterprise-level alternatives, it gets the job done for small businesses that just want a convenient place to stay on top of their customers.
- Basic: $24/user/month, billed annually
- Business $48/user/month, billed annually
- Advanced: $96/user/month, billed annually
- Seamless drip campaigns
- No data entry
- Automatically add leads
- Integration with dozens of tools
If you and your team love using Gmail tools and don’t want to trade Google’s infrastructure for a third-party solution, NetHunt might be the perfect option to consider.
It’s a CRM tool that fully integrates with your Gmail accounts, allowing you to have your customer details, tracking, campaigns, and workspaces all in one place.
You can use NetHunt to automate a variety of tasks such as follow-ups with leads and customers. You can also track performance using analytics, learning more about how your customers behave and how you could improve performance.
- Plus: $29/user/month, billed annually
- Professional: $49/user/month, billed annually
- Enterprise: $99/user/month, billed annually
- Lead routing
- Workflow automation
- Advanced email tracking
- Relationship linking
- Build and deploy custom apps
Insightly might not be as well-known as some of the other best Salesforce alternatives, but it has consistently received some of the highest review scores for CRM tools. And that’s not surprising when you discover how well-rounded and comprehensive the solution is for businesses of all sizes.
One of the biggest ways that Insightly can help your business is by providing you with a convenient and comprehensive way to keep track of your leads. You can not only know precisely how the lead is progressing, set reminders and automation for reaching out, but you can also track essential sales metrics and gain valuable insights through analytics.
Your sales team can have all the information about the lead tracked automatically. When they know where the lead came from, what contacts were already made, and what needs to be done next, they can provide more relevant solutions and use the best sales tactics in any situation.
- Free for 10 users with limited features
- Starter: $8.99/user/month, billed annually
- Regular: $29.99/user/month, billed annually
- Enterprise: $47.99/user/month, billed annually
- Complete contact view
- Google calendar syncing
- Events management
- Gamified CRM
- Lead scoring
If you’re looking for an affordable option that still provides you with a robust list of features, you can’t go wrong with Agile CRM. It even has a free plan for up to ten users, which might be more than you could need if you run a smaller company that’s just starting and want to reduce expenses to a minimum.
But even if you feel like you want some of the premium features such as analytics, landing pages, and email templates, they’re very affordable as well, which means you can get premium-level features for just a few bucks per month.
And if you like the idea of some healthy competition within your sales team, Agile CRM has an immersive gamification feature that will track the performance of your sales team and encourage them to improve their numbers day after day.
How to Get the Most of Your CRM with TaskDrive
Any of the best Salesforce alternatives listed above should be more than capable of providing you with a reliable process for managing your customers and leads. But even the best CRM software is only as good as the data you have about your customers.
That’s why in addition to choosing the right software, you must also consider how you’ll maintain good CRM hygiene and keep your lists clean and accurate. And that’s where TaskDrive can be immensely helpful.
When you outsource your lead generation with TaskDrive, our team will use our broad network of B2B lead databases to find the ideal prospect for you to work with. And since TaskDrive has access to the biggest databases, we can cross-check the information to ensure that it is correct, up-to-date, and relevant to your business.
Once we deliver verified and high-quality prospect data for you to work with, you can insert it into your CRM and make the most of the powerful features that the list of CRM software solutions above can offer.