Top 10 SalesForce Alternatives & competitors

Going to implement marketing automation and considering SalesForce? We advice to view similar platforms to make a decision.

When clients choose marketing automation software, in most cases they are looking for functionality for email builder, marketing lead database, landing page builder, lead scoring, segmentation etc.

Comparing SalesForce with competitors people pay attention to the automation builder, customer data platform, chatbots, conversations, survey builder, segmentation, number of triggers and actions and so on.

We’ve compiled a list of top 10 competitors that are very resembling in cost and features to SalesForce. The list is based on popularity, so if SalesForce doesn’t suit you in any way, here you can easily select the best variant for you.

Follow Up Boss

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Follow Up Boss is simple real estate CRM software designed to support, and fuel the growth of ambitious real estate teams. With easy-to-use web and mobile apps, agents get more done, faster, and team leaders get more transparency into what's happening in their business.

Tamarac CRM

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Tamarac CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Office 365 platform.

EsyCRM

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We are expertise to create AWS and GCP Architecture for your application with guaranteed solutions and best price. BizHive has created Highly Customizable FREE CRM for you to control the most complex customer relationship and making sales very easy. Yes, it is FREE for you. We are a small verified European startup with highly experienced team members around the world.

Pipeliner CRM

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Pipeliner CRM is a sales CRM software designed to deliver higher levels of engagement not only between the user and the software but also between users and customers. The platform offers a highly visual interface with drag and drop functions, plus visual reports and automation.

Microsoft Dynamics CRM

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Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.

OPAL CRM

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OPAL CRM is a unique CRM Software to track and Manage Leads offline and online in a single window. It allows auto segmentation of leads, High performing CRM software for Enterprise and Small businesses. It is easy to use and fits in all budgets. It is used to streamline the everyday process of tracking the leads and Extendable Enterprise needs.

Freshsales

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Freshsales CRM is all-in-one project software, that is free and can enhance team collaboration and communication and streamlines the entire project management journey. This CRM brings context, collaboration, and productivity that helps you sell better.

ConvergeHub

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ConvergeHub is a unified CRM that handles customer data for sales marketing support and building easier automation. This tool is ideal for your small business and can cover a lot of your business processes. ConvergeHubCRM has a complete list of important features. ConvegeHubCRM is a powerful enterprise-grade CRM with the simplicity of small business software.

Malinko CRM

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With Malinko CRM software it is possible to organize today’s plan for tomorrow. The CRM is customer-centric and allows you to hold your customer database, like data, dropdowns, notes, etc. The tool is ideal for powerful reporting, maintaining custom reports, employee reports, and contact-based reports.

Bitrix24

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Bitrix 24 provides collaboration management of your CRM software and allows multiple businesses to get started with a free version of this powerful, fully-featured, and all in one platform.

How to choose SalesForce substitute

Many marketing automation platforms are resembling each other. Software with the same features can differ in cost by 2 times. The first feature you should look at is the availability of node interface. This is a basic feature of marketing automation apps and if it doesn’t include this feature, most likely this software isn’t ready yet. All node interfaces look almost identical. It's important not to pay attention to the UI, but look at the features.

In a month, you'll get used to the UI, but the missing features will always annoy you. Changing marketing automation software is very time-consuming. If you have the usual email chains set up, it's not that hard to change platform. But if you've already set up integrations, workflow, and have complex funnels, it can take years to replace the tool. That's why you should be attentive to study SalesForce competitors.

What to pay attention to when investigating the flow builder? It has 4 important features categories.

1. Triggers. For example, "Form submit" is a trigger that starts a funnel. The most often used triggers are: opening an email, clicking a link in an email, reaching a goal, adding or removing a tag, closing a deal, visiting a page, etc. In each system for marketing automation this set may differ. The more, the better.
2. Action. For instance, "Send email". This is the most standard action you can have. The most popular actions are: add or remove a tag, send a text message, send a messenger message, set a salesperson task, update a transaction, notify someone by email, move a transaction to another stage, etc.
3. Delay. For example, "Wait 3 days. Subscriber submit the form on the website and get in the marketing automation app (Trigger), the system sends a Welcome email (Action). After that the tool waits 2 hours (delay) and sends a second email. This is the most simple automation. But there are other variants. For example, "Wait until something happens". Or wait until January 20th, or wait until 10 PM in the subscriber’s time zone.
4. If/else. For example, "If a lead, has the tag "Purchased product #1", send the email, if the subscriber doesn't have the tag "Purchased product #1", wait 4 days and send the email. The most often used if/else parameters are: visited the site page, bought certain items, opened certain emails, user field the user card matches some requirements. This is information according to which you can segment the subscriber base.

Analyzing the automation builder, you should look carefully at all four categories of features. The more, the better. Usually it appears that powerful marketing automation software with the greatest number of features look uncomfortable. New platforms look nice, but they have few features. You look into the tool you want to use very deeply. Otherwise, it will be very hard to change it in the future.

After you've analyzed the automation builder, you need to whether there are integrations with the platforms you need. Fortunately, Apiway can help you. In most cases, apps like SalesForce are the core of business IT infrastructure. It's like a digital hub for all your customer. This type of app is like an tree, which is putting its tentacles into other software. Software like SalesForce has to integrate with most other ones. Or you’ll have to spend a lot of money and time making custom integrations.

Also those who are looking for alternatives to SalesForce use tools from other categories like chatbot software, helpdesk software, CRM system, lead management software