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4,2/5

Salesforce Reviews

57 reviews

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Used by 263 members

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Salesforce Essentials is an all-in-one CRM tool made for small businesses. It provides every fundamental function needed for managing leads, customers and transactions. This software takes away the complexities of configuring sales software and offers a simple solution. Salesforce Essentials is ideal for firms looking for a simple way to manage customer relationships and their sales processes.
  • 01 What is Salesforce?
  • 02 Pros and cons from reviewers
  • 03 Main features
  • 04 How Salesforce compare to similar software?
  • 05 Who is Salesforce best for according to our reviewers?
  • 06 Salesforce Reviews

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01 What is Salesforce?

Salesforce Essentials is a powerful tool designed specifically for small businesses. It serves as a comprehensive solution for tracking and managing relationships with leads and customers by centralizing all essential data in one place. The software not only organizes data but also provides a visual representation of your sales pipeline, offering meaningful insights into sales performance. Salesforce Essentials acts as an operational dashboard, providing real-time insights. It also plays a crucial role in managing customer relationships, simplifying communication and ensuring consistency across all touchpoints. This tool helps to strengthen the bond between businesses and their clients. Deals on Salesforce Essentials and other top SaaS can be found at Secret to help drive business growth.

02 Pros and cons from reviewers

Pros from reviewers

  • Cloud-based accessibility
    Users can access Salesforce anytime, anywhere via web or mobile, facilitating remote work and real-time collaboration.

  • AI and automation capabilities
    Built-in AI tools like predictive analytics and autonomous agents improve efficiency and customer engagement.

  • Strong community and support
    Salesforce provides extensive training resources, forums, and customer support to help users maximize platform value.

  • Continuous innovation
    Salesforce regularly updates its platform with new features and technologies, keeping users ahead in CRM capabilities.

  • Extensive ecosystem and integrations
    Salesforce’s AppExchange offers thousands of third-party apps, allowing businesses to extend functionality and tailor the platform precisely.

Cons from reviewers

  • Costly for small businesses
    Subscription fees and add-ons can be prohibitively expensive for smaller companies or startups.

  • User interface complexity
    The breadth of features can make navigation and daily use challenging for some users.

  • Dependence on internet connectivity
    As a cloud platform, Salesforce requires reliable internet access, which may limit usability in low-connectivity areas.

  • Potential data integration issues
    Integrating with legacy systems or non-standard data sources can be difficult and require additional middleware.

  • Complex setup and customization
    Tailoring Salesforce to specific needs can be time-consuming and may require expert assistance.

Salesforce Logo

Salesforce

Premium

The world’s #1 AI CRM

45% off the Starter Suite plan for 1 year

Save up to $675

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03 Main features

More details about Salesforce plans

Starting Price

$25

/ user / month

Free Plan

No

Contact and account management

Lead and opportunity management

Workflow and approvals automation

Multi-channel customer support

Integration with external systems via MuleSoft

Salesforce Logo

Salesforce

Premium

The world’s #1 AI CRM

45% off the Starter Suite plan for 1 year

Save up to $675

Get deal

04 How Salesforce compare to similar software?

When it comes to choosing between Freshsales and Salesforce for your customer relationship management (CRM) and sales automation needs, several key differences can help you determine which platform is the right fit for your business.


Firstly, these two products target different segments of the market. Freshsales is specifically designed to cater to the needs of small to medium-sized businesses and startups. Its user-friendly interface and streamlined features make it a practical choice for organizations looking for simplicity and ease of use. In contrast, Salesforce positions itself as a comprehensive CRM solution suitable for businesses of all sizes, including large enterprises. It offers an extensive range of features, customizable workflows, and the ability to handle complex sales processes.


Another significant distinction between Freshsales and Salesforce lies in their approach to customization and scalability. Freshsales provides a more straightforward and out-of-the-box...

Salesforce Logo

Salesforce

Used by 263 members

The world’s #1 AI CRM

45% off the Starter Suite plan for 1 year

Save up to $675

Both HubSpot and Salesforce are highly relevant SaaS solutions if you’re looking for reliable, reputable and comprehensive CRM software. However, their biggest difference lies in their target market. HubSpot is a more attractive choice for startups and SMEs. Salesforce, on the other hand, is an ideal choice for large enterprises. This difference in focus is the source of many of the differences we see when we compare these two software tools.


HubSpot is an all-in-one suite with integrated CRM functionalities. It's less expensive than its competitor Salesforce, but its functionalities mean it's primarily intended for use in marketing and sales. It's perfect for smaller companies or start-ups that don't necessarily have a great deal of experience in CRM deployment and operation. It's also easier to use and customize to your specific business needs. HubSpot's ease-of-use and attractive interface are major advantages. What's more, by centralizing sales, marketing, customer service and...

Salesforce Logo

Salesforce

Used by 263 members

The world’s #1 AI CRM

45% off the Starter Suite plan for 1 year

Save up to $675

HubSpot Logo

HubSpot

Used by 2775 members

CRM, marketing automation & customer service software suite

90% off the Professional and Enterprise plans for 1 year

Save up to $7,000

One of the key differences between the two solutions is their pricing. Salesforce is the more expensive. While Zoho CRM plans start at $14/month/user, Salesforce starts at $25/month/user. Zoho’s plans max out at $52/month/user for its Ultimate plan. Salesforce’s Unlimited plan is priced at $330/user/month. Zoho also offers a free version with solid CRM features, including contact management, email marketing, sales automation, and more. Ultimately, Salesforce is a premium product. You pay a higher price for it, but you get increased functionality in return. 


Zoho and Salesforce’s AI features also diverge. Zoho’s AI work assistant, Zia, is designed to make your CRM more efficient. It can make workflow automation suggestions, run analytics for personalized customer recommendations, and perform data enrichment to find missing lead data. It also suggests basic writing improvements. Zia is only available with Zoho’s top-tier plans. Salesforce’s AI assistant, Einstein, is generative...

Salesforce Logo

Salesforce

Used by 263 members

The world’s #1 AI CRM

45% off the Starter Suite plan for 1 year

Save up to $675

Zoho Logo

Zoho

Used by 1402 members

All-in-one customer relationship management software

$3,000 in credits for 1 year

Save up to $3,000

05 Who is Salesforce best for according to our reviewers?

  • Sales teams requiring robust analytics
    Its advanced reporting and forecasting tools provide sales teams with deep insights and pipeline visibility to drive revenue growth.

  • Financial services companies
    The platform’s strong reporting and compliance features suit industries requiring detailed data analysis and regulatory adherence.

  • Businesses planning future growth
    Salesforce supports scaling with flexible infrastructure and a vast ecosystem of apps, making it a long-term CRM solution.

  • Large enterprises with complex workflows
    Salesforce’s scalability and customization capabilities make it ideal for organizations needing to manage extensive sales processes and customer data across departments.

  • Customer support-focused businesses
    Salesforce’s unified support channels and AI-driven case routing enhance customer service efficiency and satisfaction.

Salesforce Logo

Salesforce

Premium

The world’s #1 AI CRM

45% off the Starter Suite plan for 1 year

Save up to $675

Get deal

06 Salesforce Reviews

4,2/5

Salesforce rating

Leave a review
  • Alec Gorczany Jr.

    Flow Automation That Cuts Manual Work

    What I like most is the automation with Flow, especially for lead routing and follow-up tasks, since it cut down a lot of manual work, and getting it at half off for the yearly plan through Joinsecret made the rollout easier to justify

    June 8, 2026

  • Faustino Hills

    Scales Well with Reports and Approval Workflows

    We chose Salesforce partly because it can scale with us, and so far that has been true, especially with custom reports and approval workflows, plus we found a yearly pricing cut through Joinsecret that lowered the first-year risk without making it feel like a gimmick

    May 30, 2026

  • Shoshana Bergstrom

    Clear Pipeline & Strong Reporting

    Salesforce has been a solid fit for our sales team because the pipeline view makes it easy to see where every deal stands, and the reporting is strong enough that our manager stopped asking for separate spreadsheet updates

    May 24, 2026

  • Marlin Mante

    Campaign-to-Revenue Attribution That Works

    Our marketing team likes how campaigns tie back to opportunities, and with a bit of UTM discipline you can actually see influence reports that feel believable, also we got 45% off Salesforce via Joinsecret which softened the blow while we figured out the right add-ons for our stack

    May 19, 2026

  • Vincent Hilpert

    Budget-Friendly Expansion with Tight Permissions

    We grabbed a 45% off Salesforce deal through Joinsecret during budget season and it helped us expand seats, then we used permission sets and profiles to keep access tight while still giving leadership the forecasting views they wanted

    May 10, 2026

  • Arnulfo Borer

    Mobile Quick Actions and Offline Notes

    I didn’t expect to use mobile much, but the Salesforce mobile app with quick actions is surprisingly handy for logging notes right after meetings, and offline access has saved me a couple times on bad Wi‑Fi

    May 5, 2026

  • Eden Marquardt

    Data Hygiene Turns Power into Payoff

    Salesforce is powerful but not “set and forget,” once we invested time in data hygiene, duplicate rules, and a naming convention for campaigns, the system stopped feeling messy and started paying off

    April 26, 2026

  • Robbyn Leffler

    Discount Control with One Source of Truth

    We used Joinsecret to get 45% off Salesforce and it made the first year easier to justify, but the real value has been in having one source of truth with strict field validation and approval processes for discount requests

    April 21, 2026

  • Kristan Romaguera

    Faster Support with Service Cloud Tools

    Service Cloud has been great for our support team, the case queues and macros make responses consistent, and the knowledge base suggestions inside the console sped up onboarding for new agents

    April 14, 2026

  • Graham Kuhic

    Role-Based Lightning UI Boosts Adoption

    I like how well Salesforce plays with email and calendars, but what really helped adoption was setting up Lightning app pages with only the components each role needs, so the UI feels less overwhelming

    April 5, 2026

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