Verified userLinkedIn confirmedUsed 2 or more years
The ceiling is higher than we will ever reach
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
56 found this helpful
Odette Kowalski
Accountant, Trailhead Bicycles
United States·Construction·1 to 10 employees
4.0
Apr 28, 2026
Used 6 to 12 months
It models our process exactly, because we built it
With an admin, this is the best CRM available. Without one it is an expensive database. We hired a part time admin in month two and that is the decision that made the rollout work.
Pros
Customization has no practical ceiling. It will model any process you can describe.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
52 found this helpful
Percy Aoki
Sales Director, Hillcrest Family Clinic
Canada·Transport and logistics·1 to 10 employees
4.0
Dec 12, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Reporting our board trusts
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Sandbox environments let you test changes before they hit the team.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
52 found this helpful
Hannah Barlow
VP of Sales, Bluewater Consulting
United States·Healthcare·51 to 200 employees
3.0
Dec 7, 2024
LinkedIn confirmedUsed less than 6 months
Powerful, and you will pay for the expertise
The license is maybe half the real cost. Between the implementation partner and the admin time, budget roughly double the sticker price for year one. It is worth it at our size and would have been absurd at fifteen people.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
52 found this helpful
Yara Reyes
People Operations Lead, Summit Physio
United States·Professional services·1 to 10 employees
5.0
Dec 6, 2024
LinkedIn confirmedUsed 1 to 2 years
Nothing else could handle our territory rules
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
51 found this helpful
Wren Castillo
Finance Manager, Bluewater Consulting
United States·Ecommerce·1 to 10 employees
4.0
Oct 10, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
Reporting our board trusts
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Reporting and dashboards are the deepest in this category.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
51 found this helpful
Xander Ojeda
HR Manager, Coastline Outfitters
United States·Financial services·500+ employees
4.0
Oct 28, 2025
Verified userLinkedIn confirmedUsed 2 or more years
Nothing else could handle our territory rules
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
Customization has no practical ceiling. It will model any process you can describe.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
50 found this helpful
Oscar Cisneros
Sales Director, Harborline Supply
United States·Financial services·51 to 200 employees
5.0
Mar 11, 2025
Verified userUsed 6 to 12 months
Reporting our board trusts
Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
Reporting and dashboards are the deepest in this category.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
50 found this helpful
Isaac Barlow
Finance Manager, Tidewater Marine Services
United States·Financial services·1 to 10 employees
4.0
Nov 10, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
Reporting our board trusts
With an admin, this is the best CRM available. Without one it is an expensive database. We hired a part time admin in month two and that is the decision that made the rollout work.
Pros
The AppExchange has a maintained integration for essentially everything.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
50 found this helpful
Malcolm Novak
Head of Operations, Kestrel Analytics
United States·Software·11 to 50 employees
3.0
Sep 15, 2025
LinkedIn confirmedUsed 6 to 12 months
Great once configured, painful to configure
Reps find it dense. We trained everyone for a day and still spent two months on adoption. Once it clicked it clicked, but do not expect people to pick it up on their own.
Pros
The AppExchange has a maintained integration for essentially everything.
Cons
The interface is dense and reps need training before they adopt it.
Ease of use
Value for money
Customer service
Functionality
49 found this helpful
Talia Cisneros
General Manager, Redbrick Property Group
Canada·Real estate·1 to 10 employees
2.0
Jul 31, 2024
Verified userUsed 6 to 12 months
Support costs extra, which nobody mentioned
Found out after signing that meaningful support is a paid add on unless you are on the top tier. For what we pay per seat annually, having to buy the right to get help felt like a bad joke.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
48 found this helpful
Brendan Kaur
Owner, Tidewater Marine Services
United States·Software·1 to 10 employees
4.0
Mar 6, 2026
LinkedIn confirmedUsed 2 or more years
It models our process exactly, because we built it
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Sandbox environments let you test changes before they hit the team.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
47 found this helpful
Erin Bhatt
Controller, Lantern Creative
United States·Nonprofit·11 to 50 employees
3.0
Dec 9, 2024
LinkedIn confirmedUsed 6 to 12 months
Great once configured, painful to configure
The license is maybe half the real cost. Between the implementation partner and the admin time, budget roughly double the sticker price for year one. It is worth it at our size and would have been absurd at fifteen people.
Pros
Sandbox environments let you test changes before they hit the team.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
Response from the vendorDec 14, 2024
Thank you for sharing this. Matching the right edition to a company's stage is something we take seriously and we are sorry the fit was wrong. We would welcome the chance to discuss what happened with your account team.
47 found this helpful
Ophelia Bernard
Office Manager, Harborline Supply
United States·Professional services·1 to 10 employees
4.0
Sep 1, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
Reporting our board trusts
Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
44 found this helpful
Callum Emerson
Practice Manager, Ironwood Fabrication
United States·Nonprofit·1 to 10 employees
4.0
Jul 9, 2025
Verified userUsed 2 or more years
Reporting our board trusts
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
The AppExchange has a maintained integration for essentially everything.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
44 found this helpful
Kendra Winters
Practice Manager, Cedar & Vine Interiors
Canada·Marketing·11 to 50 employees
4.0
Aug 31, 2025
Used 1 to 2 years
The ceiling is higher than we will ever reach
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Reporting and dashboards are the deepest in this category.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
43 found this helpful
Tobias Hollis
Founder, Foundry Road Studios
United States·Manufacturing·51 to 200 employees
4.0
Aug 17, 2024
Verified userUsed 6 to 12 months
Reporting our board trusts
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
43 found this helpful
Mabel Bernard
Office Manager, Northgate Logistics
United States·Manufacturing·1 to 10 employees
4.0
May 7, 2026
Verified userLinkedIn confirmedUsed 2 or more years
Nothing else could handle our territory rules
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
Customization has no practical ceiling. It will model any process you can describe.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
42 found this helpful
Elliot Ibarra
Director of Finance, Bluewater Consulting
Canada·Financial services·11 to 50 employees
3.0
Feb 2, 2026
LinkedIn confirmedUsed 6 to 12 months
Great once configured, painful to configure
Reps find it dense. We trained everyone for a day and still spent two months on adoption. Once it clicked it clicked, but do not expect people to pick it up on their own.
Pros
Sandbox environments let you test changes before they hit the team.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
42 found this helpful
Vera Alvarado
Studio Director, Bluewater Consulting
Other·Healthcare·11 to 50 employees
4.0
Aug 24, 2025
Verified userUsed 2 or more years
The ceiling is higher than we will ever reach
Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
It needs an administrator past roughly 20 seats. That is a role, not a favor.
United States
Canada