Salesforce Alternatives: Our Top 7 Picks for 2022

7 Best Salesforce Alternatives for You to Choose From

1. Asana

Image via Asana
  • 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
  • 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
  • There are no time tracking tools for various stages of the sales process
  • It may take some time to start using it effectively
  • Intermediate/Expert
  • Asana CRM is flexible and moderately easy to use
  • 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
  • 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
  • Highly customizable
  • Multiple views like Kanban, Calendric, Grid, and Form
  • Integrates with Dropbox, Basecamp, Github, Facebook, GSuite, Slack, and more
  • 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
  • Beginner/Intermediate
  • Easy to use
  • 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
  • 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
  • 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
  • Some users claim that there are too many features which makes it confusing
  • Intermediate/expert
  • It takes a little practice to get used to
  • 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
  • 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
  • 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
  • There are no systems to generate custom reports which are essential for collaborative projects
  • Beginner/Intermediate
  • Easy to use
  • 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
  • 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
  • Comprehensive platform for remote work
  • Mobile apps offer on-the-go access
  • Automated check-in system for better team communication
  • There are no proper tools to manage the chat features
  • Beginner/Intermediate
  • It is generally easy to learn
  • 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

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Gaurav Sharma

Gaurav Sharma

Gaurav Sharma is the Founder and CEO of Attrock, a results-driven digital marketing company. He also contributes to top publications like HuffPost, Adweek..