Verified userLinkedIn confirmedUsed 2 or more 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
32 found this helpful
Wyatt Okonkwo
Office Manager, Silverbirch Accounting
United States·Real estate·201 to 500 employees
5.0
Jan 6, 2025
LinkedIn confirmedUsed 2 or more 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
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
32 found this helpful
Vanessa Nakamura
VP of Sales, Trailhead Bicycles
United States·Professional services·201 to 500 employees
4.0
Apr 11, 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
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
31 found this helpful
Portia Fontaine
General Manager, Prairie Rose Bakery
United States·Financial services·11 to 50 employees
3.0
Mar 23, 2026
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
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
31 found this helpful
Ibrahim Kaur
Managing Partner, Foundry Road Studios
Canada·Hospitality·11 to 50 employees
5.0
Aug 23, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
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
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
31 found this helpful
Christopher Nascimento
Founder, Sandbar Hospitality
United States·Retail·11 to 50 employees
5.0
Feb 21, 2026
Verified userLinkedIn confirmedUsed 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
Customization has no practical ceiling. It will model any process you can describe.
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
30 found this helpful
Paige Lundgren
Project Manager, Maplewood Childcare
United States·Healthcare·1 to 10 employees
5.0
Jan 3, 2026
Verified userLinkedIn 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
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
30 found this helpful
Douglas Kearney
Practice Manager, Lantern Creative
United States·Accounting·11 to 50 employees
5.0
Apr 6, 2025
Verified userUsed less than 6 months
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
Customization has no practical ceiling. It will model any process you can describe.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
29 found this helpful
Amara Fontaine
Founder, Sandbar Hospitality
United States·Financial services·11 to 50 employees
5.0
Dec 5, 2025
Verified userLinkedIn confirmedUsed 2 or more 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
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
28 found this helpful
Meredith Rasheed
Founder, Maplewood Childcare
United States·Education·201 to 500 employees
4.0
Dec 21, 2024
Verified userUsed less than 6 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
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
28 found this helpful
Patrick Fitzgerald
Operations Manager, Meridian Dental Group
Canada·Transport and logistics·1 to 10 employees
5.0
Mar 14, 2026
Verified userLinkedIn confirmedUsed 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
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.
Ease of use
Value for money
Customer service
Functionality
27 found this helpful
Nina Villanueva
HR Manager, Fairview Veterinary
United States·Ecommerce·11 to 50 employees
4.0
Nov 15, 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
Customization has no practical ceiling. It will model any process you can describe.
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
27 found this helpful
Elena Mercer
Founder, Lantern Creative
Canada·Education·1 to 10 employees
4.0
Jan 26, 2026
Verified userUsed 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
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
26 found this helpful
Aaron Ogilvie
HR Manager, Harborline Supply
United States·Accounting·201 to 500 employees
5.0
Oct 2, 2025
Verified userLinkedIn confirmedUsed less than 6 months
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
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
26 found this helpful
Alistair Espinoza
Head of Operations, Falcon Ridge Landscaping
United States·Hospitality·11 to 50 employees
4.0
Sep 2, 2024
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
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
26 found this helpful
Quentin Leclerc
People Operations Lead, Granite Peak Roofing
United States·Software·51 to 200 employees
5.0
Sep 4, 2025
Verified userLinkedIn confirmedUsed less than 6 months
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
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
25 found this helpful
Quentin Buchanan
Director of Finance, Kestrel Analytics
Canada·Professional services·1 to 10 employees
4.0
Mar 29, 2025
Used less than 6 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
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
25 found this helpful
Portia Prescott
Head of Operations, Silverbirch Accounting
United States·Retail·1 to 10 employees
5.0
Dec 18, 2024
Verified userUsed 6 to 12 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
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
25 found this helpful
Tobias Buchanan
People Operations Lead, Copper Mountain Brewing
United States·Transport and logistics·1 to 10 employees
5.0
Oct 8, 2024
Verified userLinkedIn confirmedUsed less than 6 months
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
Customization has no practical ceiling. It will model any process you can describe.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
25 found this helpful
Caleb Osei
HR Manager, Willow & Ash Salons
Canada·Education·1 to 10 employees
3.0
Sep 18, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
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
Reporting and dashboards are the deepest in this category.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
United States
Canada