Alternative to Salesforce Customer Relationship Management (CRM) Software

6 Alternatives to Salesforce CRM

 

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6 Salesforce Alternatives & Competitors

Salesforce Alternatives For Small Businesses
Best for
Freshsales
Businesses that desire an adaptable, feature-rich alternative to Salesforce
HubSpot CRM
Businesses seeking a totally free Salesforce alternative for list building
Pipedrive
Sales groups that desire a Salesforce alternative with an user-friendly, aesthetic pipeline
Insightly
Services that desire a Salesforce choice with project management attributes
Zoho CRM
Organizations that desire a Salesforce choice with integrated social media sites call monitoring
Really Simple Systems
Professionals that desire a choice to Salesforce using a la carte attributes

 

In addition to these options, small businesses must likewise consider the new Salesforce Essentials strategy developed specifically for teams of approximately 10 users. It includes most of the attributes of the traditional version of Salesforce, at a price that is accessible for local business. Individuals can handle leads, contacts, and deals, create operations, and manage their sales pipe for $25 monthly, per individual, for approximately 10 individuals. Go to Salesforce for additional information.

Just how We Examined These Salesforce Alternatives

The enterprise Salesforce product is a full-featured CRM with great deals of assimilations, but it can be uneconomical for several small business owners as a result of its higher cost and also complicated feature set. Therefore, it can be tough to apply and also includes attributes that are frequently past a small company sales team’s requirements. Consequently, small company groups may see a greater benefit by executing an additional device with even more instinctive capability at a reduced cost.

The criteria we utilized to review the very best Salesforce alternatives consist of:

  • Price: Local business require to be able to do a lot at an affordable rate, so we thought about both the monthly cost, in addition to any extra expenses connected with getting set up or adding devices that prolong the CRM functionality.
  • Lead and customer management: The body and soul of a CRM is handling your lead and customer connections, as well as we looked at just how intuitive it is to create, modify and look for calls in addition to how each tool collaborated with email, telephone call, and other tasks.
  • Deal and opportunity management: Monitoring and tracking sales opportunities as they move through the sales process helps businesses win more deals, and we evaluated how each option lets you implement and customize your sales pipeline.
  • Workflow automation: We reviewed each salesforce competitor’s methodology regarding sales processes, follow-up tasks, and other reminders that help you save time and eliminate repetitive tasks and activities.
  • Reporting tools: Salesforce has robust reporting features, so we considered how each option handled reporting and analytics to allow sales managers to monitor their teams as well as their sales pipelines better.
  • System integrations: To conduct the fairest apples-to-apples study on core product features, we did not compare enterprise-level plans; however, we did a review to evaluate how each tool integrates with cloud-based third-party programs.
  • Customization: We reviewed how each CRM handles customizations like contact fields, opportunity fields, and sales processes since these are important in configuring the software based on your team’s specific needs.
  • Customer satisfaction: We read through extensive product reviews and compared technical support offerings.
  • Accessible to small businesses: While there is a range of Salesforce alternatives like SAP, Oracle, and Microsoft Dynamics, those CRM are usually out of reach for small businesses both in terms of price as well as implementation.

 

Freshsales logo

Freshsales: A Good Overall Alternative to Salesforce for Small Businesses

Freshsales is a completely featured CRM with call management as well as adaptable lead and opportunity tracking that can be customized to your requirements. Since it is much easier to make use of and used as a reduced rate factor compared to Salesforce with most of the same robust features, we recommend it as the best overall option. We advise Freshsales for those looking for a very customizable as well as competitively priced CRM for small businesses.

Freshsales Prices

Freshsales provides a cost-free strategy called Sprout, which offers limitless customers with get in touch with monitoring ability. Added performance like deal management, along with innovative analytics, is readily available in its paid strategies, which vary from $12 per user, monthly, to $49 per user, each month, which is a substantial cost saving compared to Salesforce.

Freshsales Tiered Features

Sprout
Blossom
Garden
Estate
Pricing
Free
$12/user, per month/billed annually
$25/user, per month/billed annually
$49/user, per month/billed annually
Contact Management
Lead Scoring
Web-to-Lead Capture
Sales Pipeline Tracking
Phone Dialer
Task Management
Email Tracking
Activity Feed
Opportunity Management
Lead Assignment Routing
Custom Opportunity Fields
Configurable Reports
Customized Sales Processes

Sprout

The Sprout strategy is Freshsales’ totally free entry-level plan and gives basic call administration capability you would anticipate in a CRM software. It likewise provides rules-based racking up to aid you focus on lead follow-up much better as is found in Salesforce’s Professional strategy as well as web-to-lead capture forms that can assist accelerate the information entry procedure. This feature is also not discovered in any one of the Pipedrive strategies.

However, the Sprout strategy lacks much of the a lot more durable chance administration functions and email devices found in the paid strategies. It likewise lacks the site visitor monitoring feature located in Zoho CRM’s free strategy. Because of this, the Sprout plan is best for companies that are searching for a budget friendly tool for handling their contact connection details and also little else.

Blossom

The Blossom plan costs $12 per customer, per month, which is still half the cost of Salesforce’s Fundamentals strategy. In addition to aiding you handle your get in touch with relationships, the Blossom strategy offers chance management, mass e-mails with templates, and email monitoring. It also lets you call calls as well as log your telephone call activities without leaving the device, which is an attribute not discovered in Salesforce unless you pay an additional cost for an upgrade.

It also includes lead scoring, which is just discovered in Salesforce’s higher-priced tier. Nevertheless, the Blossom plan does not consist of team management functionality as the other rates do. It’s also missing the capacity to develop several pipes like the equally valued plan from Pipedrive. Consequently, the Blossom plan is best for individuals or highly independent sales groups that want to track their telephone calls or send out mass e-mails.

Garden

The Garden plan offers the team management capability that the Bloom plan does not have for $25 per individual, each month. It likewise automates the lead procedure by permitting lead assignment and transmitting similar to what Salesforce uses in its Specialist strategy. The Garden strategy does not, however, allow you to develop custom-made sales activities as you can do with the Estate strategy, nor does it offer time-based process or consist of a control panel.

You can develop numerous pipelines, important for services with various sales teams, such as inside and outside sales, as well as product lines like product and services. This feature is only located in Salesforce’s higher-priced plans. Because of this, the Yard strategy is best for companies that have numerous groups with various pipelines. It is likewise best for those who are disciplined when it pertains to establishing hand-operated operations suggestions.

Estate

The Estate plan includes dashboards as part of its reporting attributes but expands the tool’s get in touch with monitoring and also lead racking up performance to include call task on your website. The advanced coverage as well as projecting discovered in this plan are only located in Salesforce’s $150 per customer, per month, plan.

The Estate strategy sets you back $49 per user, monthly, which is still more budget friendly than Salesforce’s Expert plan. The integrations with Freshworks’ reasonably discounted suite of products like solution and also calling additionally make this strategy stick out from Salesforce. This makes it an excellent suitable for business-to-business (B2B) sales groups with lengthy sales cycles that want to much better use their web site as part of their lead prioritization approach.

View of Estate's contact record dashboard

Contact record view

What Freshsales Lacks

Unlike Salesforce, Freshsales does not consist of the capability to issue quotes, handle orders, or send out invoices straight. Nor does it consist of pricing books, which is a feature Zoho CRM supplies, or product stats like Pipedrive does. Consequently, Freshsales might not be the best Salesforce choice for businesses that handle inventory like retail or circulation.

What Users Think About Freshsales

Freshsales customers like exactly how it displays the whole sales procedure. They also offer it high marks for customer care as well as technical support along with exactly how very easy it is to personalize the CRM. However, they provide the tool lower marks for the quality of the standard reports and also have whined the software application can be sluggish depending on your net link. You can read more comprehensive evaluations on our Freshsales evaluation page.

Where to Find Freshsales

Freshsales is an excellent alternate to Salesforce based upon capability and also expense. It can likewise help you manage your connections with very little arrangement time as well as without the need to utilize a person with a postgraduate degree in CRM. Freshsales offers a totally free permanently plan, but you can likewise provide the professional functions a shot with a safe test. Visit this site to get started free of charge.

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Pipedrive logo

Pipedrive: Alternative to Salesforce for Pipeline Management

Pipedrive is a competitively priced CRM designed to simplify the sales process. Pipedrive’s visual pipeline management gives you the ability to see what’s in your sales pipeline at a glance and lets you drag-and-drop prospects and clients from stage-to-stage. This makes it easier to track, understand, and manage your deals, making it best for individuals or organizations looking to manage contacts through a visual, customisable sales funnel.

Pipedrive Prices

Pipedrive offers three plans, which range from $12.50 per user, per month, to $49.90 per user, per month. This pricing makes the product more affordable than Salesforce, although not as economical as Freshsales. Pipedrive does, however, offer a free trial, allowing you to test it out before you buy.

Pipedrive Tiered Features

Silver
Gold
Platinum
Pricing
$12.50/user, per month/billed annually
$24.20/user, per month/billed annually
$49.17/user, per month/billed annually
Storage
Unlimited
Unlimited
Unlimited
Contact Management
Web-to-Lead Capture
Activity Feed
Sales Pipeline Tracking
Customized Sales Processes
Opportunity Management
Configurable Dashboards & Reports
Product Statistics
Email Tracking
Meeting & Task Scheduler
Advanced Reporting
Sales Forecasting

Essential

The Essential plan costs $12.50 per user, per month, and includes Pipedrive’s signature visual pipeline homepage as well as contact management and configurable reports. Unlike Salesforce, Pipedrive is easy to customize, even in its entry-level plan, giving you the option of creating a unique and unlimited pipeline process to fit the needs of your business. Compared to Freshsales, adding deals takes fewer clicks to create and then drop in the appropriate stage.

However, the Essential plan lacks the built-in scheduler and email template functionality found in its higher-tiered plans. It also lacks the lead scoring feature found in the plans from Freshsales. As a result, the Essential plan is best for businesses that are looking for a way to manage their leads as well as their contacts better or those who want a software program that is tailored to their individual processes rather than being forced to adapt their processes to the tool.

Advanced

The Advanced plan adds email tracking capability to Pipedrive’s contact management platform as well as a meeting and task scheduler not found in the Essential plan. It also provides account insights, which can help you better focus your follow-up efforts on the leads that are almost ready to buy. Like Salesforce, it also provides insights into your products, such as sales splits and average discount. This feature, however, is not available in Freshsales.

At $24.90 per user, per month, the Advanced plan is best for teams that want to take advantage of Pipedrive’s visual pipeline and require additional analytics. It is also best for those businesses like high-volume start-up companies that are prospecting and need to stay organized with the with a built-in scheduling tool.

Professional

The Professional plan offers the same features as the Advanced plan but also includes sales forecasting functionality and advanced reporting features for $49.90 per user, per month. There’s also a goal-setting feature that’s not found in either Salesforce or Freshsales. Like Salesforce’s Professional plan, the Professional plan from Pipedrive lets you set specific permissions based on roles, giving you more control of what your team needs to do or see.

The plan also gives you access to live phone support, and your data is hosted in a dedicated private environment. As the Professional plan’s chief benefit over the less expensive plans is its additional analytics, role-based permissions, and support, it is best for hierarchical teams. Because of its dedicated secure environment, the Professional tier is also best for businesses in industries that handle sensitive data.

View of Pipedrive's highly visual pipeline interface

View of Pipedrive’s highly visual pipeline interface

What Pipedrive Lacks

Pipedrive is missing Salesforce’s lead assignment and lead-based routing functionality, which makes it less viable than Salesforce for account-based sales requiring multiple points of contacts. While leads can be prioritized based on time since the last contact and priority labeled, there is no lead scoring feature like what you find in Salesforce, Freshsales, or Zoho CRM. Pipedrive also lacks a mass marketing email feature like those found in Salesforce and Freshsales.

What Pipedrive Users Think

While Pipedrive does not include as many of the advanced features found in Salesforce, it focuses on being the best at what it does. Users of the software praise its user-friendly interface, its available integrations with other third-party tools, and its simple curve. However, they do wish the tool allowed additional customer filtering based on past sales and more robust webhooks. You can read more about what other users are saying on our Pipedrive review page.

Where to Find Pipedrive

Pipedrive simplifies the sales process while giving you a means of managing your relationships. While other tools require several clicks to navigate deals and locate specific customer activities, Pipedrive organizes data in easy-to-digest visual homepages. You and additional team members can try out Pipedrive’s visual pipeline risk-free. Visit Pipeline to start your free trial.

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HubSpot CRM logo

HubSpot CRM: A Solid Free (up to a limit) Alternative to Salesforce for Lead Generation

HubSpot CRM is a totally free contact monitoring application with performance like smart-form lead capture, a chat widget, and also client assistance ticketing in addition to email monitoring as well as bargain administration. It can also be integrated with the Sales and also Advertising and marketing Hubs for additional automation functions. In general, HubSpot is a powerful CRM for those searching for a totally free Salesforce option that includes one of the most important lead-generation functions local business need.

HubSpot Prices

HubSpot CRM consists of lots of typical CRM features like contact management, bargain management, and also email marketing for approximately a million documents for free. HubSpot also supplies add-on functionality with the Sales Hub as well as Advertising Hub, available at an additional price ranging from $50 to $800 each month, depending on the details functions added.

HubSpot Features

HubSpot CRM consists of attributes like lead capture, get in touch with administration, e-mail templates, and monitoring. It includes innovative features like a live conversation widget on your web site to catch leads. HubSpot additionally utilizes a monitoring code on your web site to both track visitor task in addition to identify the networks of leads that visit your site, even if they don’t fill out a type, giving you a list of companies your sales team can call.

Form-based Lead Capture

HubSpot CRM includes the ability to install forms on your web site or capture data participated in existing site types making use of a monitoring code. While this function can be located in various other CRMs, a lot of do not supply them in their totally free tiers. Get in touches with captured as leads can after that be entered into computerized marketing campaigns, making HubSpot cost-effective alternative for businesses that use touchdown web pages to generate leads.

Contact Management

HubSpot CRM consists of the ability to arrange contacts by company or company and also offers understandings such as a call’s recent activity on your web site. HubSpot also auto-enriches profiles based upon the details it draws from social accounts and information it finds out about business, and scores leads based upon both account info and also internet site activity, which is something various other cost-free alternatives provide only in a minimal manner.

Lead & Task Management

HubSpot CRM provides you the capacity to set up tasks for later follow-up as well as allows you to develop process to handle routine advertising and marketing tasks. Compared to various other free plans offered from alternatives on this checklist, these devices are extra intuitive in moving leads with the sales procedure. HubSpot additionally includes a free embeddable chat tool that permits you to utilize conversational bots to prequalify leads that involve on your site while other choices require a third-party plugin.

HubSpot CRM dashboard

Customer profile interface using HubSpot CRM

What HubSpot Lacks

HubSpot does not consist of a few of the a lot more robust functions located in the paid prepare for CRMs on this checklist, or that are found in Salesforce. Attributes like operations monitoring or marketing automation are missing out on unless you also register for either Sales Hub or Marketing Hub. In addition, HubSpot likewise uses just minimal customer assistance to its customers of the cost-free CRM.

What Users Say About HubSpot

HubSpot CRM customers especially like exactly how simple it is to make use of, and also like the level of the functions available to free users. HubSpot CRM users also like the extensive library of sales and marketing educational tools available to customers. Some users do mention that they wish the product offered more reports and customization. You can read more on our HubSpot CRM review page.

Where to Find HubSpot

HubSpot CRM is a free CRM that includes the features and functionality that small businesses need in an intuitive and affordable software package. For small businesses who need to manage contacts and deals, and want an easy-to-use software tool, HubSpot is an ideal choice. Visit HubSpot’s website to sign up for your free CRM account today.

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Zoho CRM logo

Zoho CRM: Alternative to Salesforce for Social Media Management

Zoho CRM has most of the same functions as Salesforce yet with a free plan and also paid plans starting at $12 per user that comes with a fraction of the expense. In addition, it permits you to integrate social networks into your relationship monitoring with additional sales networks for Twitter and facebook, which you won’t discover in Salesforce’s sales CRM. This makes it suitable for sales teams that prospect on social networks websites.

Zoho CRM Prices

Zoho CRM provides a totally free plan for as much as three customers, which includes contact as well as opportunity management like Salesforce. Additional functionality and also customization are provided with its paid strategies ranging in between $12 per user, per month, and $20 per individual, per month, a considerable cost saving contrasted to Salesforce.

Zoho CRM Tiered Features

Free
Standard
Professional
Pricing
Free
$12/user, per month
$20/user, per month
Storage
1GB
1GB + $4/month per 5GB extra
1GB + $4/month per 5GB extra
Contact Management
Email Tracking
Phone Dialer
Call Logging
Social Integration
Task Management
Lead Management
Web-to-Lead Capture
Opportunity Management
Custom Fields
Configurable Dashboards & Reports
Lead Assignment Routing
Product Price Books & Order Management
Action Follow-up Rules

Free

Zoho CRM’s Free strategy supports as much as three users and also includes lead as well as get in touch with management. It also has additional special task tracking attributes like phone logging and social media connections, which are not located in Salesforce and various other complimentary plans we reviewed without sustaining added add-on costs. With the cost-free add-on variation of Sales INTELLIGENCE, you can track site visitors, which is a feature not discovered in Salesforce or Freshsales.

The Free one, however, can not route leads to details customers, take care of orders, or personalize the user interface. Consequently, the Free plan is best for teams of 3 or less that need activity as well as offer tracking however little software program personalization. It is also best for groups that handle their quotes and also orders with another accountancy device.

Standard

The Requirement strategy costs $12 per user, per month, and allows users to amount to 10 custom fields as well as produce up to 100 personalized records, which can then be arranged and also supplied to individuals daily. Like the Free plan and unlike Salesforce, the Criterion plan incorporates with Facebook and twitter. It additionally allows you to send bulk e-mails, track internet site visitor communications, and also supply sales projecting and e-mail understandings.

The Standard plan is, consequently, best available for sale teams who want even more insights into a lead’s behavior as well as being able to track multichannel interactions like an ecommerce service. The Standard plan is likewise a good fit for teams of more than three sales team members.

Professional

The Professional plan provides similar cost book and also order administration capability discovered in Salesforce however costs only $20 per individual, each month, making it a much more inexpensive alternative. The Expert plan includes access to Zoho CRM’s proprietary SalesSignals, which automates lead scoring as well as aids you prioritize lead follow-up better. It additionally lets you amount to 150 customized areas per module.

This plan’s custom field offering and conditional follow-up guidelines that can be connected to CRM area updates make it a fantastic option for teams like B2Bs with several products looking for either a tool with a high level of personalization possibility or workflow automation. The Specialist strategy is also best for those that would like to capture leads directly from social networks.

Image that features managing deals using Zoho CRM

Managing deals using Zoho CRM

What Zoho CRM Lacks

One significant function that Zoho CRM is missing when contrasted to Salesforce is the capability to register leads with partners. On top of that, Zoho doesn’t have customer support ticketing, which is available in both Salesforce and HubSpot CRM, making those options better suited for businesses who want to keep their entire customer relationship in one software tool.

What Users Think About Zoho CRM

Zoho CRM users report the tool makes it easy to customize, track prospects, and set future tasks. They say data is easy to import from existing CRMs making the switch less painful. However, they do say that technical support could be improved. Fixes and new features are slow to roll out, and the user interface could be easier to navigate. For more user reviews, you can visit our Zoho review page.

Where to Find Zoho CRM

Zoho is a Salesforce alternative that allows you to engage with your contacts on whatever social media channel works best for them. Zoho CRM’s customization and extended integration make it a great solution for teams that depend on being able to adapt their sales processes to match the next social media trend. Visit Zoho CRM to create your free account.

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Insightly logo

Insightly: Alternative to Salesforce for Project Management

Insightly is a robust, competitively priced CRM that includes project management functionality, something that Salesforce lacks without integrations with third-party apps. This enables you to manage your prospects, deals, project milestones, and vendor contacts. Therefore, it is a great solution for business owners looking for a Salesforce alternative with both contact and project management capabilities, such as interior designers, travel agents, and publishers.

Insightly Prices

Insightly has two pricing plans: $29 per user, per month and $49 per user, per month. This pricing puts Insightly on par with Salesforce’s entry-level Essentials Plan but is less expensive compared to Salesforce’s Lightning Professional. If you will only have one to two users, Insightly includes a completely free option.

Insightly Tiered Features

Free
Plus
Professional
Pricing
Free
$29/user, per month
$49/user, per month
Contact Management
Task Management
Activity Feed
Sales Pipeline Tracking
Project Management
Email Tracking
Bulk Email Campaigns
Lead Assignment Routing
Customized Sales Processes
Web-to-Lead Capture
Custom CRM Fields
Configurable Dashboards & Reports
Account Insights
Role-based Permissions

Free

Insightly’s free plan includes up to two users and provides basic CRM functionality like contact management, sales opportunities, and task management. These features are limited compared to the paid plans, and it includes less free users compared to Zoho, Freshsales, or HubSpot, although it does include project management tools, which are unique in a free CRM.

This plan is a good choice for individuals or partners, who don’t need advanced sales tools but want to sell and manage customer projects. Insightly’s free offering is a good option for freelancers like designers or content producers who provide project-based services to clients and want to manage the entire customer relationship cycle in one place.

Plus

At $29 per user, per month, Insightly’s Plus plan gives users the ability to manage contact relationships after the deal is closed with its project management functionality. It can add and manage 100,000 records and send 2,500 bulk emails a month. Like Salesforce, leads resulting from those contacts and marketing messages are then tracked and managed through a sales pipeline process customized for your business needs.

The Plus plan, however, does not include any of the lead assignment rules, shareable account insights cards, dashboards, or workflow automation found in the Professional plan. For this reason, it is best for solopreneurs, highly independent sales representatives, or those with a sales process that can not be automated.

Professional

The Professional plan increases the number of records you can manage to 250,000 and doubles the amount of bulk email that can be sent out each month per user at a cost of $49 per user, per month. The Professional plan lets you customize your dashboard. It also gives you the ability to assign role-based permissions and automate workflow tasks like Salesforce’s Lightning Professional plan does, but at a lower price point.

The Professional plan is best for teams of more than one individual that want to send more marketing messages or tailor the dashboard data to fit their unique business needs. It is also a good fit for sales managers who would like to limit what their teams can do or see based on roles.

Managing the sales process in Insightly dashboard view

Managing the sales process in Insightly

What Insightly Lacks

While you can manage your projects within Insightly, the tool does not offer product pricing books and does not include a means for managing quotes and order. This puts the tool at a disadvantage when compared to Salesforce for businesses that conduct a lot of retail or product transactions. If managing products is important, Pipedrive or ZohoCRM are better alternatives.

What Insightly Users Think

We use Insightly at Fit Small Business and appreciate the ease in which contacts can be added to the database directly from a native email client as well as its ability to manage the projects in our pipeline. Other users like the ease in which fields can be added, and reports can be created. However, the use of the tool does require many clicks to navigate to specific record information.

Where to Find Insightly

You can use Insightly to coordinate internal tasks and vendor relationships as well as the activities needed to close a sale. Insightly knows that relationships continue well beyond a deal’s close, which is why its project management functionality is such a benefit. Even better, it gives you a chance to try out its Professional plan with a 14-day free trial. Visit Insightly for more information.

 

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Really Simple Systems logo

Really Simple Systems: Alternative to Salesforce With a la Carte Pricing

Really Simple Systems has three tiers that range from free to $30 per user, per month, as well as email marketing upgrades between $22 and $46 per month. With Salesforce, many of these email marketing upgrades like bulk email campaigns are included in their tiered pricing. This makes Really Simple Systems ideal for price-conscious businesses that only want to pay for the things they intend to use regularly.

Really Simple Systems Prices

Really Simple Systems offers a free plan for up to two users, which includes contact management, and a product and pricing book. Additional storage or users can be added by upgrading to a paid plan ranging from $14 per user, per month to $30. Marketing upgrades cost a flat $22 to $46 per month.

Really Simple Systems Tiered Features

Free
Starter
Professional
Pricing
Free
$14/user, per month
$30/user, per month
Storage
100MB
1GB
5GB
Contact Management
Activity Tracking
Sales Pipeline Tracking
Customized Sales Processes
Opportunity Probability
Opportunity Management
Products and Price Books
Custom Fields
Configurable Dashboards and Reports
Two-way Email Sync
Quote Management
Role-based Permissions

Free

The primary difference between Really Simple Systems’ Free plan and its paid plans is the available file storage and the ability to add on one of its two optional email marketing feature upgrades. With the free plan, you can import and export contacts, similar to Salesforce, and track the status of leads as they progress through your pipeline. You can also manage your product’s price books. However, the free plan is limited to two users.

Because of this, Really Simple Systems is a great alternative for cost-sensitive solopreneurs who do not need email marketing tools. It is a CRM tool that lives up to its name by offering simple contact relationship management.

Starter

For $14 per user, per month, the Starter plan offers all of the same features as the free plan but also logs emails without having to purchase either of the email marketing upgrades. The marketing upgrades cost between $22 per month and $46 per month and provide features like those found in Salesforce, including email tracking, templates, and bulk email. Unlike Salesforce, however, those prices are not tied to the number of users.

The Starter plan is best for teams that don’t need a lot of bonus features like built-in phone dialers, web-to-lead capture forms, or widgets that work in the background like the plans offered by Freshsales and Zoho CRM. It is designed for businesses wanting to manage their contact relationships and only pay for the features they intend to use.

Professional

The Professional plan has all the same features as the Starter plan, including the option to add on email marketing upgrades, while also letting you manage quotes. For $30 per month, data storage is increased to 5GB, and the Professional plan lets you assign role-based permissions similar to those found in Salesforce’s Lightning Professional plan.

In addition to more storage and user permissions, the Professional plan gives users access to technical support via phone and through online training. This makes it a better plan for businesses needing more immediate assistance or those that intend to attach large files to their contacts or sales-related activities such as service-related B2Bs.

What Really Simple Systems Lacks

Really Simple Systems is designed to provide small businesses only the tools they intend to use. Therefore, what it lacks in comparison to Salesforce will depend on what an individual is willing to pay for. Even with the optional upgrades, Really Simple Systems lacks Salesforce’s, Freshworks’, and Zoho CRM’s collaboration and team management tools.

What Users Think About Really Simple Systems

Really Simple Systems users report that it is a great CRM for startups due to the low cost and the number of instructional videos available online. They said it is easy to use and navigate. It speeds up workflow but starts to get pricey as you need more storage. We have a Really Simple Systems review page where you can find out more about what other users are saying.

Where to Find Really Simple Systems

Really Simple Systems makes it easy for users to be up and running in minutes so that they can spend less time trying to understand their CRM and more time growing their business. You can take advantage of the Free plan or sign up for a free trial of the Professional plan on its website.

 

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Bottom Line: Salesforce & Salesforce Alternatives

Salesforce is the de facto sales CRMs for large enterprises and is likely to continue being so for years to come. While it has recently begun offering products suited to small businesses like Salesforce Essentials, the number of Salesforce competitors specifically designed for small businesses is on the rise, and they are often more accessible and priced better for small business needs.

There is no one recommended system to replace Salesforce. It very much depends on what works best for you. Cleerly can help you find the CRM that best fits your needs. Simply fill out our short, easy survey by clicking the button below and we will recommend 2-3 solutions that match your unique needs.

 

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