Salesforce Alternatives: Top Recommended Salesforce Competitors for CRM

by:
on May 6, 2019

As we all know, Salesforce is a customer relationship management (CRM) software that’s designed to help businesses grow their client base and manage relationships with customers, colleagues, partners, and suppliers. It suits businesses of all sizes.

Top 5 recommended alternatives to
Salesforce CRM:


Less Annoying CRM


PipelineDeals


Salesmate


SalesNow


VanillaSoft Sales CRM

Its offerings include contact management, opportunity management, lead management, sales forecasting, email integration, workflow and approvals, file sync and share, sales collaboration, territory management, sales data and intelligence, partner management, and reports.

Salesforce is a cloud-based solution that offers Android and iOS mobile apps.

Despite being the leading software in the market, some businesses find it hard to pay for the services or to configure Salesforce as per their requirements. Keeping these considerations in mind, CRM software buyers should look into alternatives to Salesforce that are easier to use and cheaper.

We created this guide with the top five user-recommended Salesforce alternatives to help buyers make better purchase decisions. Potential buyers should use this guide to know about the deployment choices, features, user feedback, and mobile app options.

Salesforce alternatives table

1. Less Annoying CRM

Less Annoying CRM is a cloud-based solution like Salesforce. Its features include contact management, sales leads tracking, pipeline reporting, and workflow customization. It also offers mobile apps for Android and iOS devices.

Less Annoying CRM is suitable specifically for small and midsize businesses (SMBs).

In addition to the common CRM features, some key features of Less Annoying CRM include the following:

  • Daily agenda emails: Sends automated emails to all users, featuring a summary of their tasks and events for the day. This lets users stay organized without having to log into the software.
  • Lead report: Provides an updated list of every lead in the pipeline. Users can see the status, lead priority, contact information and the history of communication at a glance. This means that they don’t miss out on contacting any leads.

Let’s look at some user reviews of Less Annoying CRM to see what users like and the improvements they want to see.

What Users Liked:

  • Responsive customer support on all days of the week that makes it easier for users to navigate the system.
  • The integration with MailChimp, which allows users to push their weekly newsletter to all the contacts—a feature that isn’t offered by many CRM tools.
  • Easy customization, such as of the sales funnel and pipeline, which makes the sales processes easier. This makes it convenient to create drop-downs in the menu without having to contact technical support.

Users Would Like to See:

  • A higher number of integrations such as syncing the iOS calendar to the tool.
  • Advanced features, such as ability to highlight portions of sales notes for salespeople, and a more intuitive search function.
  • The option to have notifications within the CRM tool to avoid a flurry of emails.

2. PipelineDeals

PipelineDeals is a sales productivity platform. Its core features aim to boost sales engagement and strengthen customer relationships. It offers contract and lead management, activity tracking, data importing, sales team coordination, deal management, and more.

The software is deployed on the cloud and offers mobile apps for Android and iOS devices.

PipelineDeals is suitable for both SMBs and large businesses.

Here are some key features of PipelineDeals:

  • Nearby geolocation feature: Allows users to instantly access the location and map of their contacts. The sales team can view multiple contact locations from anywhere and reach their contacts faster while on the go, thus optimizing their time and effort.
  • Robust communication and collaboration: Lets users share successful email templates with their team. They can add team members to certain deals and share emails without having to manually mark them on every email again and again. Updates about developments in deals can also be automatically shared with team members to prepare them for the next step of the deal.

Let’s look at a few user reviews of PipelineDeals to understand what users like and some areas where the solution needs improvements:

What Users Liked:

  • The responsive customer support that offers email, chat, and phone support as well as regular training modules. This makes it easy to learn and use the tool.
  • Ability to easily add custom filters for categorizing customers on the basis of deal, person, or company. Other filters, such as opportunities, pending proposals, and commissioned projects, make it easier to plan upcoming tasks.
  • Intuitive interface and easy customization, such as the functionality to color code the status of deals, makes the tool easy to use. Users also like features such as console management.

Users Would Like to See:

  • Some features need to be enhanced, for instance, the reminder alerts in the software can be improved. Users would also like the ability to remove deactivated contacts to keep the database clean.
  • Better automation of workflow processes to ensure that employees don’t waste time on repetitive manual work.
  • Seamless data synchronization between different elements in the software. For instance, emails should get attached to the right deals, while the company details, deal records, and individual records should sync well.

3. Salesmate

Salesmate is a sales CRM solution that offers contact management, sales pipeline management, collaboration, two-way email sync, email tracking, activity management, call tracking, customized reporting, and mobile CRM.

The software is also deployed on the cloud. Its mobile app works on both Android and iOS devices.

While Salesmate is suitable for users of all industries, it’s especially ideal for small businesses and independent consultants.

Here are some key features that Salesmate offers in addition to the common CRM features:

  • Built-in virtual phone system: Handles calls and voicemails via the internet and in-built VoIP technology. Users can directly make and receive calls from their laptops and smart devices with a single click. They can distribute calls, add notes during calls, forward calls, as well as log all incoming and outgoing calls. This avoids having to juggle between the CRM and phone during sales calls.
  • Handy text messaging feature: Allows communicating with prospective and existing customers using the text message feature. Send bulk messages (SMS) about promotional discounts, event information, reminders, etc., to target contact groups. You can also send acknowledgment messages to each customer’s queries using prebuilt templates.

We analyzed user reviews of Salesmate to understand what users like and what they noted as areas of improvement.

What Users Liked:

  • The ease of use and customization to meet the exact requirements of the sales team. Users can customize the automation of recurring tasks to save time.
  • The knowledgeable and responsive customer support and IT staff.
  • The email feature (syncs with Google Calendar) that lets users choose reminder date and condition to remind potential customers to reply before a certain date. They can also schedule emails so that customers receive the email at a certain time.

Users Would Like to See:

  • Improved data sharing capabilities and simplified reports to get useful insights.
  • The ability to see the text conversations with customers more easily.
  • Improved email function as it can get confusing. For instance, when the user replies to an email, it is sent from a different email.

4. SalesNow

SalesNow is a CRM and sales force automation solution that offers marketing features as well. The solution allows you to manage the workflow, customers, sales deals, leads, and reporting.

SalesNow can be deployed on-premise as well as on the cloud. It offers apps for Android, iOS, and Blackberry devices. It’s suitable for SMBs and large businesses.

Let’s look at a few other key features of the solution below:

  • Integrated products module: Organizes the products in a consolidated place. Users can add products to deal records, get an estimate of the total deal value, cost of the deal, and profits from each deal. They can also quickly enter the product quantity, calculate the selling price, and offer discounts to customers.
  • Built-in file sharing: Lets you upload documents about opportunities, records, leads, and service tickets. Users can even take pictures of products and add them to the records of contacts and deals. You can store and access proposals, product specification sheets, and pictures directly from your iOS or Android devices.

We analyzed user reviews of SalesNow to understand what users like and some features that could be improved. Here are the details:

What Users Liked:

  • The customized reporting that allows users to use graphs and colors that highlight the wins and opportunities.
  • Advanced level of data security as well as the ability to sync data (from other CRM systems) and easily retrieve it.
  • The responsive and fast customer and technical support, who are easily accessible.

Users Would Like to See:

  • Faster implementation and a shorter learning curve for first-time users.
  • Faster load time with better searching, filtering, and sorting functionality.
  • More CRM-specific features such as autosave functionality, sophisticated sales funnel graphics, and inbuilt business card scanner.

5. VanillaSoft Sales CRM

VanillaSoft Sales CRM combines sales management and CRM features. It offers features that automate processes, customize workflows, send marketing emails, do autodials, record calls, distribute leads, and route leads based on the queue.

The solution is deployed in the cloud and offers apps for Android and iOS systems. It’s suitable for businesses of all sizes.

Apart from the common CRM software features, here are two key features of VanillaSoft Sales CRM:

  • One-on-one SMS chat: Sends text messages to active prospects (those whose contact numbers are added in the solution) directly from the contact screen. Use predefined SMS templates or type a new message based on your requirement. The SMS tab shows both sent and received messages in a conversation view.
  • Streamlined fundraising: Streamlines the processes for volunteers and development sector employees. It increases your outreach with tools such as automatic data collection, email marketing, queue-based routing, and interactive scripting. You can train your team to make fundraising calls and secure donations by rallying donors to the cause with frequent communication.

We analyzed user reviews of VanillaSoft Sales CRM to understand what users like and what needs to be improved. Here are the details:

What Users Liked:

  • Automatic time zone allocation to prospects, which allows appointments to be set for representatives who operate nationwide. This saves users from manually accounting for timezone differences.
  • The simple layout, which doesn’t require much training. The dashboard is also simple and uncluttered.
  • The easy configuration of auto-leads and auto-updates.

Users Would Like to See:

  • An improved call recording feature that allows unlimited call recording and notifies agents when a call is running over into another time slot.
  • Easier reporting functionality that has the ability to export the lists without getting unwanted columns.
  • Better email features such as receiving alerts about an email recipient’s activity, along with the company name and contact information. This will prepare the sender for taking necessary actions and allow disabling the automatic email-sharing feature.

Next Steps

Before you decide to purchase Salesforce for your business, it’s critical to check out its available alternatives. However, try out the features, deployment options, and mobile applications of these alternatives before shortlisting one. Your decision becomes easier by checking user sentiments and reviews to get insights about others’ experiences.

Get additional information and read more reviews about each solution here:

You could also compare other CRM solutions on Software Advice.

For more resources, check out our CRM FrontRunners quadrant to see the list of top-performing CRM products in the market. If you are interested in getting personalized assistance, reach out to our CRM advisors at (844) 680-2046 for a free phone consultation.

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