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
Customization has no practical ceiling. It will model any process you can describe.
Cons
The interface is dense and reps need training before they adopt it.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Ian Ishikawa
Operations Manager, Silverbirch Accounting
Canada·Professional services·1 to 10 employees
4.0
Jul 13, 2024
LinkedIn confirmedUsed 1 to 2 years
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
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
3 found this helpful
Margot Jain
Studio Director, Maplewood Childcare
United States·Financial services·11 to 50 employees
1.0
Apr 21, 2026
Used 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
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
Response from the vendorApr 27, 2026
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.
2 found this helpful
Quinn Donnelly
Practice Manager, Prairie Rose Bakery
United States·Financial services·1 to 10 employees
4.0
Jul 10, 2025
Verified userUsed less than 6 months
It models our process exactly, because we built it
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
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Liam Aoki
Bookkeeper, Cedar & Vine Interiors
United States·Transport and logistics·51 to 200 employees
4.0
Jul 7, 2025
Verified userUsed 1 to 2 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
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Yasmin Dubois
VP of Sales, Willow & Ash Salons
United States·Nonprofit·1 to 10 employees
4.0
Feb 24, 2025
Verified userUsed 2 or more years
Nothing else could handle our territory rules
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
Sandbox environments let you test changes before they hit the team.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Vanessa Ferrari
VP of Sales, Prairie Rose Bakery
Canada·Marketing·201 to 500 employees
3.0
Feb 12, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
Powerful, and you will pay for the expertise
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
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
Response from the vendorFeb 15, 2025
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.
2 found this helpful
Giselle Rasmussen
Owner, Clearview Windows
United States·Construction·201 to 500 employees
3.0
Aug 23, 2024
Verified userUsed 2 or more years
Powerful, and you will pay for the expertise
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
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
Response from the vendorAug 31, 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.
2 found this helpful
Hassan Hendricks
Operations Manager, Hillcrest Family Clinic
United States·Hospitality·201 to 500 employees
5.0
Jul 25, 2024
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
Reporting and dashboards are the deepest in this category.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
2 found this helpful
Olivia Laroche
Managing Partner, Cedar & Vine Interiors
Canada·Retail·11 to 50 employees
5.0
Jun 22, 2026
Verified userUsed 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
Reporting and dashboards are the deepest in this category.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Uma Rowan
Accountant, Beacon Legal Partners
United States·Nonprofit·11 to 50 employees
5.0
May 1, 2026
Verified userUsed 6 to 12 months
It models our process exactly, because we built it
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
1 found this helpful
Joelle Velazquez
Director of Finance, Trailhead Bicycles
United States·Real estate·11 to 50 employees
5.0
Apr 24, 2026
Verified userUsed less than 6 months
Nothing else could handle our territory rules
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
Sandbox environments let you test changes before they hit the team.
Cons
The interface is dense and reps need training before they adopt it.
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Brendan Bernard
Founder, Northgate Logistics
United States·Professional services·1 to 10 employees
4.0
Apr 11, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
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
Sandbox environments let you test changes before they hit the team.
Cons
It needs an administrator past roughly 20 seats. That is a role, not a favor.
Ease of use
Value for money
Customer service
Functionality
1 found this helpful
Percy Stavros
Head of Operations, Willow & Ash Salons
United States·Professional services·1 to 10 employees
3.0
Nov 24, 2025
Verified userLinkedIn confirmedUsed 6 to 12 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
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
Response from the vendorDec 6, 2025
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.
1 found this helpful
Daniel Dubois
Controller, Summit Physio
Canada·Software·1 to 10 employees
5.0
Sep 20, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
The ceiling is higher than we will ever reach
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
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
1 found this helpful
Yara Ogilvie
Accountant, Meridian Dental Group
Canada·Financial services·1 to 10 employees
5.0
Jun 15, 2026
LinkedIn confirmedUsed less than 6 months
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
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
0 found this helpful
Tessa Chaudhary
Head of Operations, Lantern Creative
Canada·Healthcare·1 to 10 employees
4.0
Jun 6, 2026
Verified userUsed less than 6 months
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
The AppExchange has a maintained integration for essentially everything.
Cons
It needs an administrator past roughly 20 seats. That is a role, not a favor.
Ease of use
Value for money
Customer service
Functionality
0 found this helpful
Cormac Villanueva
Finance Manager, Silverbirch Accounting
United States·Healthcare·11 to 50 employees
3.0
May 26, 2026
Verified userUsed 2 or more years
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
Reporting and dashboards are the deepest in this category.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
Response from the vendorMay 28, 2026
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.
0 found this helpful
Yara Harrington
HR Manager, Aurora Print House
United States·Accounting·1 to 10 employees
5.0
May 23, 2026
LinkedIn confirmedUsed 1 to 2 years
Nothing else could handle our territory rules
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
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
0 found this helpful
Spencer Nascimento
Director of Finance, Silverbirch Accounting
United States·Marketing·201 to 500 employees
5.0
May 12, 2026
Verified userLinkedIn confirmedUsed less than 6 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
Sandbox environments let you test changes before they hit the team.
Cons
It needs an administrator past roughly 20 seats. That is a role, not a favor.
United States
Canada