Digital Marketing

Salesforce Alternatives: Our Top 7 Picks for 2022

Sales team leaders at most organizations blindly swear by Salesforce products for their CRM needs. Generally, this decision is taken without much prior research because Salesforce is a tried and tested CRM software solution.

But now there are many Salesforce alternatives in the market who are offering services that can be better suited to meet the requirements of particular businesses.

So if you have a small business looking for a great salesforce alternative within your budget, then these are some of the alternatives you should consider without compromising on any of the key features.

7 Best Salesforce Alternatives for You to Choose From

For some years Salesforce had become synonymous with CRM software. But those days of market domination are fading quickly.

As all kinds of businesses have started using or are considering using automated CRM systems, the need is being felt for more diversity in the CRM software market. As a result, many Salesforce alternatives are coming up and gaining popularity.

Want to find out which ones are the best Salesforce alternatives?

Here you go.

1. Asana

Image via Asana

The Asana CRM software is a Salesforce alternative that offers a lightweight and flexible solution for all the customer relationship management needs of a business.

Not only does it have an impressive number of features and integration capabilities, but it is also very easy to set it up and add new members.

Key Features

  • Tracks different long-term organizational goals and short-term project progress with charts and visuals
  • It is a cloud-based platform and it integrates with Zoho CRM seamlessly
  • Each customer can be tagged as a separate project so that the entire customer journey can be tracked through one centralized system
  • Fulfills business automation needs like tracking bugs or setting up a sales pipeline
  • Provides templates for common types of projects

Pros

  • Project tracking is very easy
  • Multiple filters to quickly find tasks
  • Recurring tasks help to save time
  • Tasks can be easily assigned to different employees

Cons

  • There are no time tracking tools for various stages of the sales process
  • It may take some time to start using it effectively

Tool level 

  • Intermediate/Expert

Usability

  • Asana CRM is flexible and moderately easy to use

Pricing

Asana has a free plan that allows up to 15 users. But for more users, you need to upgrade to paid plans, which are:

  • Premium Plan: US $13.49 per user per month for unlimited users
  • Business Plan: US $20.49 per user per month for unlimited users

2. Airtable

Image via Airtable

Airtable has gained popularity as one of the best Salesforce alternatives because it is an easy-to-use CRM platform.

It has a perfect mix of flexibility and inter-organizational transparency that helps it to maintain organization goals as well as personal employee goals.

Key Features

  • Highly scalable and ideal for all types of businesses
  • Has a mobile app to make it easier for sales reps to track their customer requirements
  • Each member gets to personalize their own view
  • Scripting block to filter out customers missing important contact data

Pros

  • Highly customizable
  • Multiple views like Kanban, Calendric, Grid, and Form
  • Integrates with Dropbox, Basecamp, Github, Facebook, GSuite, Slack, and more

Cons

  • The interface does not refresh automatically to show new features
  • There are no tiers of permissions to separate different levels of access according to organizational hierarchy

Tool level

  • Beginner/Intermediate

Usability

  • Easy to use

Pricing

It offers a free plan that offers 1200 records/2 GB of data attachments per base. Here are the details of its paid plans:

  • Plus: US $12 per month per seat for 5000 records/5 GB data per base
  • Pro: US $24 per month per seat with 50,000 records/20 GB per base
  • Enterprise: Custom pricing, offers a maximum capacity of 100,000 records/1000 GB per base

3. ClickUp

Image by ClickUp

It is one of the popular Salesforce alternatives because it provides sales data tracking and customer data management. It also provides email marketing and analytics tools all in one platform.

Key Features

  • List/tables/Kanban view for viewing tasks at a single glance
  • Multiple widgets to analyze customer data
  • Email integration for automated status update emails to clients
  • Automated triggering of each task in the sales pipeline one after the other

Pros

  • Customer onboarding is very quick due to easy data entry
  • Tasks and documents can be linked within the database for easy access
  • Works as both inter-team communication system and CRM software

Cons

  • Some users claim that there are too many features which makes it confusing

Tool level

  • Intermediate/expert

Usability

  • It takes a little practice to get used to

Pricing

There is a free plan with 100 MB of storage. For more storage opt for paid plans like:

  • Unlimited plan: US $5 per user per month with unlimited storage
  • Business plan: US $9 per user per month with Google SSO
  • Business plus plan: US $19 with priority customer support service
  • Enterprise plan: Customized pricing with enterprise API

4. monday.com

Image via monday.com

Monday.com is among the best Salesforce alternatives in the CRM industry because of its flexibility and customizability.

Contact management system makes this software even better.

Key Features

  • Provides both pre-sales and post-sales tracking and analytics tools
  • There are mobile apps and offline viewing modes to keep sales team members connected with each other
  • The software can receive and manage all sales calls, can sync with Gmail, and can track all documents from the sales process
  • Sales reps can drag and drop different widgets and analytics tools to create their own custom interface

Pros

  • Provides all the customer data and sales CRM analytics in one place
  • Highly customizable
  • Integrates with all top workplace tools like Slack, Dropbox, Microsoft Teams, Outlook, Google Drive, etc

Cons

  • There are no systems to generate custom reports which are essential for collaborative projects

Tool level

  • Beginner/Intermediate

Usability 

  • Easy to use

Pricing

The free plan is only for two seats. The paid plans include:

  • Basic: US $24 per seat per month
  • Standard plan: US $30 per seat per month
  • Pro plan: US $48 per seat per month
  • Enterprise plan: Custom pricing

5. Basecamp

Image via Basecamp

Basecamp is quickly becoming a leading CRM software solution because of its social, collaborative features.

With Basecamp, new team members get a one-glance understanding of all the marketing automation, lead management, and sales automation tasks to make onboarding faster

Key Features

  • Brings together the features of a number of different apps into one single platform
  • Message boards, to-do lists and schedules, automatic status check questions, automated file storage, and group chats
  • Specialized hill charts that track project progress
  • All notifications can be streamlined into one single platform

Pros

  • Comprehensive platform for remote work
  • Mobile apps offer on-the-go access
  • Automated check-in system for better team communication

Cons

  • There are no proper tools to manage the chat features

Tool level 

  • Beginner/Intermediate

Usability 

  • It is generally easy to learn

Pricing

Basecamp has a personal free plan with 20 members and 3 projects. For more members:

  • Business plan: US $99 per month with unlimited users and unlimited projects
  • Basecamp business plan has a 30-day free trial

6. Avaza

Image via Avaza

Avaza is a comprehensive platform for team collaboration on projects. Projects can be assigned to team members with simple drag and drop features visible on the dashboard

Key Features

  • Resource schedules, time tracking, and expenditure tracking
  • Live chat for teams
  • Different task views like Kanban, List, and Gnatt
  • Customized invoices can be automated from the estimated price and quotations
  • Emails can be directly converted into tasks

Pros

  • Can sync with all popular workplace apps like Xero, Slack, Evernote, Dropbox, Jira, Google Drive, and more
  • Tasks can be grouped together across projects for easy delegation of duties
  • Topic-specific communication channels make it easier to collaborate

Cons

  • Does not have many typical CRM software features
  • There are some issues with the mobile app interface as the time tracker is not visible

Tool level 

  • Beginner/intermediate

Usability 

  • Ease of usage is a USP of Avaza

Pricing

It has a free plan with 5 active projects. Paid plans include:

  • Startup plan: US $9.95 per month for 20 active projects
  • Basic plan: US $19.95 per month for 50 active projects
  • Business plan: US $39.35 per month for unlimited projects

7. Mavenlink

Image via Mavenlink

Mavenlink software solution integrates with Microsoft Dynamics 365 CRM for accurate sales tracking and sales forecasting needs. The interface displays all information in an organized way.

Key Features

  • Automated triggering of projects through Microsoft Dynamics
  • Can be used to track the sales pipeline and quickly arrange for resource requirements accordingly
  • Sales forecasting breaks down how long it takes to complete each part of the sales process
  • Communication tools with role-based access for smooth team collaboration

Pros

  • Seamlessly integrates with Google Drive
  • Time entries are very easy
  • Project portfolio makes it easy to track all active projects at once

Cons

  • The checklist feature requires tasks to be marked off before they are completed
  • The analytics tools are not very visual making the interface look cumbersome and intimidating

Tool level 

  • Intermediate/expert

Usability

  • Some features may be difficult to find on the interface

Pricing

  • Mavenlink’s pricing is flexible and depends on the industry and location of the firm

FAQs

Q1. Does Salesforce have a free version?

A. Salesforce does not have a free version or a trial version. So it may be wise for businesses to try out some of the Salesforce alternatives mentioned above to find out their exact business requirements.

Q2. Who is the main competitor of Salesforce in 2021?

A. The CRM software mentioned above are some of the most prominent competitors of Salesforce as they provide a wide variety of features and analytics tools. Some of these Salesforce alternatives offer free plans as well, which is beneficial for small businesses and startups.

Q3. What is a sales CRM tool?

A. Sales CRM tools are used to manage all the steps of the sales process. These tools help to save time and energy by automating various tasks in the sales process.

Q4. What is the objective of CRM?

A. The primary objective of CRM is to make the jobs of marketing and sales teams much easier and to also improve the customer support systems of an organization.

Q5. What are the Salesforce alternatives for small businesses?

A. Asana, Basecamp, Avaza are some of the Salesforce alternatives that have free plans for a small number of users that make them perfect for small businesses that have a small sales team.

Q6. Which company can replace Salesforce in the future?

A. For a few years, Salesforce has dominated the market share in the CRM sector. But now there are a few great Salesforce alternatives in the market like Asana, monday.com, Airtable, ClickUp that are gaining popularity because of their innovative features and reasonable pricing.

Which Salesforce Alternatives Do You Like?

Salesforce is definitely one of the best CRM software available in the market. But it is out of the budget for many smaller businesses. So it makes sense for you to research all CRM tools available in the market before making a choice.

There are many Salesforce alternatives available and each has its own unique features. Some provide integration with multiple workplace apps, some emphasize pipeline management, and others are focused on visual analytics.

Many of these also have multiple pricing plans with different free trials and limited free versions so you can try them out before investing.

Which of these Salesforce alternatives have you tried?

Leave comments about your experiences with these CRM tools and software applications to help out the community of sales and marketing executives.

Gaurav Sharma

Gaurav Sharma is the Founder and CEO of Attrock, a results-driven digital marketing company. Grew an agency from 5-figure to 7-figure revenue in just two years | 10X leads | 2.8X conversions | 300K organic monthly traffic | 5K keywords on page 1. He also contributes to top publications like HuffPost, Adweek, Business2Community, TechCrunch, and more.

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