# Salesforce Platform Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Salesforce Platform Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/268338/App-Cloud

---

# 

 Salesforce Platform Software Review 2026: Features, Integrations, Pros & Cons

Last updated on May 14, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Salesforce Platform

## What is Salesforce Platform?

Salesforce Platform lets you build enterprise apps quickly that help you connect employees, engage customers, track performance, and integrate everything. Salesforce Platform is a single, unified ecosystem of tools and services including Force, Heroku Enterprise, and Lightning that adds up to the fastest, easiest way to take the lead in the app revolution. Even build Android apps and iOS apps.

## What is Salesforce Platform used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Platform as a Service (PaaS)](https://www.capterra.com/platform-as-a-service-software/)[Application Development](https://www.capterra.com/application-development-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 395 user reviews

Reviews sentiment

Positive

89%

Neutral

8%

Negative

3%

Pros & cons

Extensive CRM customization options

Comprehensive sales pipeline tracking

High overall cost structure

Starting price

$25

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

-   Workflow Management / 2026
-   No Code Platform / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Salesforce Platform?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.salesforce.com&name=Salesforce Platform)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Salesforce Platform

4.4 (395)

VS.

[4.4 (15,371)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting Price

$25

Per User, Per Month

Starting Price

$7.91

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (388)

Ease Of Use

4.1 (14,414)

Value For Money

4.0 (280)

Value For Money

4.3 (9,818)

Customer Service

4.0 (290)

Customer Service

4.2 (9,574)

## Salesforce Platform alternatives

[4.5 (2,254)](https://www.capterra.com/p/146136/Lucidchart/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.5 (3,508)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.4 (2,994)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (2,229)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/268338/App-Cloud/alternatives/)

## FAQs about Salesforce Platform

Overview

### What problems does Salesforce Platform solve?

Salesforce Platform solves scattered lead tracking, unclear pipeline ownership, disconnected customer data, and manual reporting by centralizing opportunities, tasks, campaigns, and KPI dashboards. Sales teams, marketing teams, managers, and cross-functional operations groups use it to automate follow-ups, customize workflows, integrate third-party tools, and improve visibility into customer health and project status.

Answer based on 207 reviews

Overview

### Which roles and teams benefit most from Salesforce Platform?

Salesforce Platform is most used by sales teams, marketing professionals, managers, and business leaders who need a shared system for customer data and pipeline visibility. Operations, finance, and project teams use it to automate workflows, track performance, manage accounts, and support cross-functional reporting, forecasting, and process customization.

Answer based on 391 reviews

Overview

### What company size and industries is Salesforce Platform built for?

Salesforce Platform is built for companies of all sizes, with small businesses making up 52% of reviewers and computer software leading industries at 17%. It also serves enterprises at 27% and midsize businesses at 22%, with strong adoption in information technology and services at 15% and financial services at 7%.

Answer based on 395 reviews

Features and Usability

### What are the key features of Salesforce Platform?

Salesforce Platform includes core CRM features like lead tracking, contact management, and sales pipeline views, plus differentiators such as customizable fields, dashboards, reporting, and workflow automation. Reviewers also highlight data management, third-party integrations, and access controls for organizing teams, records, and territory-based visibility.

Answer based on 74 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Salesforce Platform starts at $25/user/month for the Platform Starter plan, billed annually, with Platform Plus at 100/user/month and a free trial available. Reviewers often cite high setup, customization, and admin or consultant costs, though some report savings on ongoing user licensing and note free or paid AppExchange add-ons.

Answer based on 74 reviews

Integrations

### Which third-party tools and platforms does Salesforce Platform integrate with?

Salesforce Platform integrates with Microsoft Outlook, Slack, Gmail, SalesLoft, DocuSign, QuickBooks Enterprise, HubSpot Marketing Hub, and GetFeedback. It also connects to catalog-listed tools such as ServiceNow, Shopify, Tableau, Microsoft Power BI, and Google Cloud, covering communication, sales engagement, finance, survey, and analytics workflows.

Answer based on 79 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Salesforce Platform?

Salesforce Platform offers in-person training, live online sessions, webinars, documentation, and videos, giving teams several ways to learn. Reviewers say basic user onboarding is usually manageable, especially for reps and low-technical users, while admins, new CRM users, and teams handling customizations often need more time, training, or outside help.

Answer based on 68 reviews

Getting Started and Support

### What customer support options does Salesforce Platform offer, and how do users rate the experience?

Salesforce Platform offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often value the active community, extensive documentation, and chat help, but many describe support as inconsistent, with slow response times, limited direct assistance, unclear help articles, and phone support that can be hard to reach.

Answer based on 26 reviews

## Who uses Salesforce Platform?

Based on Capterra reviews from the past 3 years

Talk to a software expert

to get a free software list  
tailored to your business needs

Company size

Based on 143 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 143 reviews

Administrative

24%

Administrative

24%

Sales & Business Development

20%

Customer Services & Support

12%

Finance & Accounting

11%

Others

33%

Top industries

Based on 143 reviews

Information Technology and Services

29%

Non-Profit Organization Management

21%

Computer Software

21%

Financial Services

17%

Other

12%

## Pros and Cons

Extensive CRM customization options

90% positive reviews out of 42

Most reviewers find customization allows businesses to tailor workflows, fields, and dashboards to their unique requirements.

JOIA F

Owner - Licensed Advisor, 2 - 10 employees.

"The Salesforce Platform is highly valued for its user-friendly interface, extensive customization options, and integration capabilities."

High overall cost structure

72% negative reviews out of 50

Most reviewers indicate pricing is expensive, with additional fees for licenses, setup, and customization raising total costs.

Comprehensive sales pipeline tracking

93% positive reviews out of 41

Most users report lead tracking enables organized management of prospects, sales stages, and follow-ups across teams.

Courtney S

Office Manager and Teacher, 11 - 50 employees.

"We will definitely continue to use the Salesforce Platform as it has enhanced our lead management and provided us with more efficient ways of data tracking etc."

Robust and evolving feature set

88% positive reviews out of 34

Most reviewers describe features as plentiful, frequently updated, and adaptable for diverse business needs and productivity.

Olivia W

General Manager , 201 - 500 employees.

"Has the most impressive features which makes it more efficient and interesting to use. If money value is your thing then this software caters for everything.we all need a software like this it superchanges your work to the best."

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Reporting/Analytics

4.4 (77)

75.32% of 77 reviewers that rated this feature as important or highly important

It gives you robust tools to create custom reports and dashboards, track metrics, and visualize data in real time. Some reviewers find the analytics flexible and helpful for decision-making, though a few mention a learning curve and wish for easier report name changes.

Collaboration Tools

4.2 (70)

71.43% of 70 reviewers that rated this feature as important or highly important

You get real-time collaboration, team messaging, and task assignment within Salesforce. Some users say these tools keep everyone aligned and support smooth handoffs, though a few mention the interface feels dated and tagging teammates can sometimes be inconsistent.

Access Controls/Permissions

4.5 (68)

79.41% of 68 reviewers that rated this feature as important or highly important

Salesforce Platform offers detailed access controls, letting you assign permissions by roles and teams. Reviewers appreciate the ease of setting up and adjusting permissions, which helps keep sensitive data secure and ensures only the right people access specific information.

Customizable Fields

4.4 (68)

80.88% of 68 reviewers that rated this feature as important or highly important

With this capability, you can tailor data fields to fit your exact business needs. Reviewers appreciate how easy it is to add, modify, or remove fields, making the platform flexible for different industries and teams. Users find customization intuitive and valuable for efficient data management.

Business Process Automation

4.2 (76)

75.00% of 76 reviewers that rated this feature as important or highly important

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Task Progress Tracking

4.3 (49)

67.35% of 49 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

Salesforce Platform 49 features

Salesforce Platform offers detailed access controls, letting you assign permissions by roles and teams. Reviewers appreciate the ease of setting up and adjusting permissions, which helps keep sensitive data secure and ensures only the right people access specific information.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Create code from scratch

Edit code that has been previously created for product development.

You get real-time collaboration, team messaging, and task assignment within Salesforce. Some users say these tools keep everyone aligned and support smooth handoffs, though a few mention the interface feels dated and tagging teammates can sometimes be inconsistent.

Preview how the app will display on multiple device types and operating systems

Configure existing workflows to meet your organization's needs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

With this capability, you can tailor data fields to fit your exact business needs. Reviewers appreciate how easy it is to add, modify, or remove fields, making the platform flexible for different industries and teams. Users find customization intuitive and valuable for efficient data management.

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Ability to handle large datasets

Conceptual model of how data items relate to each other

Protect sensitive data for digital privacy

Supports common databases such as MySQL and Oracle

Detect and remove errors

Manage the processes involved when making the application ready for use

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Integrate with existing ERP systems

Process of extracting, transforming, and loading data

For the intention to be used by developers

Build applications without the use of code

Determines the location of a device using GPS or an IP address

A visual way of interacting with an application or operating system using items such as windows, icons, and menus

An application for source code editing, compiling, and debugging

Identify which applications need to exchange data and enable these data connections

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Development of applications for mobile devices

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Organize and manage the accomplishments and development of employees or performance of applications or systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

It gives you robust tools to create custom reports and dashboards, track metrics, and visualize data in real time. Some reviewers find the analytics flexible and helpful for decision-making, though a few mention a learning curve and wish for easier report name changes.

Development of software programs

Tracks every modification made to source code

Create, manage and track all task activities and progression

Track the status and progress of tasks

Set up connections to third-party platforms to improve business processes

Track, manage, or resolve user requests and IT incidents/issues

A visual way of interacting with a computer using items such as windows, icons, and menus, used by most modern operating systems

Track revisions and updates made to files and navigate between different versions

Use visual elements such as pre-built blocks and/or shapes to assemble a model or design

Development of applications that are delivered over the internet through a browser

Create/edit commerce applications for mobile devices and/or web

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (388)

4.4

Based on 388 reviews

## Pricing

Value for money

4.0 (280)

Free Trial

[View pricing plan details](https://www.capterra.com/p/268338/App-Cloud/pricing/)

Platform Starter

$25.00

Per User,Per Month

It includes:

-   Access 10 Custom Objects
-   Appexchange
-   Customizable Reports
-   Identity for Employees
-   Lightning App Builder
-   Process Automation

Platform Plus

$100.00

Per User,Per Month

It includes:

-   Access 110 Custom Objects
-   Appexchange
-   Customizable Reports
-   Identity for Employees
-   Lightning App Builder
-   Lightning Console
-   Process Automation

Value for money

4.0 (280)

4.0

Based on 280 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Shopify](https://www.capterra.com/p/83891/Shopify/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Tableau](https://www.capterra.com/p/208764/Tableau/)[

Google Cloud](https://www.capterra.com/p/268690/Google-Cloud-Platform/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (290)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (290)

4.0

Based on 290 reviews

## User reviews

Overall rating

4.4

Based on 395 reviews

Filter by rating

5(206)

4(145)

3(32)

2(7)

1(5)

Mentioned topic

Sorted by most recent

Marc R.

Digital Media Specialist

Education Management

### "Robust Platform Essential for Organizations "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

May 15, 2026

Overall, my experience with the Salesforce Platform has been very strong, particularly in terms of its depth and ability to support complex, organization-wide needs. It’s a highly capable system that goes far beyond basic CRM functionality, allowing teams to manage relationships, automate processes, and centralize data in a way that supports both day-to-day operations and long-term strategy.

Pros

What stands out most about the Salesforce Platform is its powerful customization and scalability. It allows organizations to tailor nearly every aspect of the system to fit their specific workflows, whether that’s through custom objects, automation tools like Flow, or deeper development with Apex and Lightning components. This flexibility makes it incredibly valuable for organizations that need a solution that can evolve alongside their operations.

Cons

One of the main drawbacks of the Salesforce Platform is its complexity and steep learning curve. While its customization capabilities are a strength, they can also make the platform overwhelming, especially for new users or teams without dedicated admin or developer support. Navigating the interface and fully leveraging its features often requires significant training and experience.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Pepukai Loyd C.

Snr AR Assistant

Non-Profit Organization Management

### "Great CRM Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 13, 2026

My overall experience with the Salesforce Platform has been extremely positive. What stands out the most is the reliability and continuous innovation that Salesforce consistently delivers. The platform is constantly evolving with new features, enhancements, and integrations that help businesses stay ahead without needing to completely reinvent their systems. Another major strength is the excellent customer support and community ecosystem. Whenever issues arise or guidance is needed, Salesforce provides responsive support along with a vast knowledge base, active community forums, and detailed documentation. This makes troubleshooting and learning much more efficient.

Pros

Support is awesome, the platform is user friendly, easy to learn and has modern features expected of modern software.

Cons

Nothing really. There is room for improvement in some aspects but it is generally good and efficient.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DE

David E.

Maintenance tech

Graphic Design

### "The "Agentic" Powerhouse That Demands Perfection"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

April 30, 2026

My overall experience with the Salesforce Platform is that it is a limitless but high-maintenance engine for business growth. In 2026, it has transitioned from being a simple CRM into an "Agentic Enterprise" hub, where AI agents and automated workflows do as much work as the human users.

Pros

The aspect I appreciate most about the Salesforce Platform is its unrivaled versatility and "Lego-like" scalability. It isn't just a CRM; it is a comprehensive development environment that allows you to build virtually any business process from the ground up.

Cons

The most common frustration with Salesforce is that it frequently feels like a "cost and complexity spiral." While it can do everything, that power comes with significant administrative overhead and a pricing model that can feel predatory as you scale.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JT

Joe T.

Head of Marketing

Information Technology and Services

### "Best CRM out there. A must have for any SME."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 31, 2026

Best CRM out there by my standards. It can do as little or as much as you need it to. The value for money is there, highly secure and you can create reports, manage leads, customers, hold 10,000's of data sets. We would be lost without it.

Pros

Salesforce is an integral part of our business. Its exceptionally robust in its functionalities and holds our entire database which is used by multiple parts of the business from Sales to Marketing to Implementation.

Cons

Not a huge fan of the interface on the lightning experience but that's more of a personal preference - I prefer classic! Apart from that cannot fault it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AM

ANDREW M.

Contractor

Insurance

### "By far the best business tech for the buck. Zero headaches "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 31, 2026

Top notch. From the development and continual advances to the ease of use. I simply can’t say enough about it. The summits where you can learn so much than you thought possible. There’s a reason salesforce is dominating the market.

Pros

Was I’d use. Sandbox development. Ability to go back and forth from lightning platform and classic. The ability to create any report. I mean ANY report. The tech is beyond advanced

Cons

Tracking metrics and kpis at a glance. The vast integration compatibilities with Omni being able to synch multiple voip services seamlessly and the ability to integrate back end crm’s from outside departments

Alternatives considered

[Sigma Computing](https://www.capterra.com/p/188405/Sigma/)

Reasons for choosing Salesforce Platform

We are considering using both. Mainly for cost so our agents don’t require logins

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AM

Alan M.

Business Development Executive

Information Technology and Services

### "Easy to Use CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

March 19, 2026

It's a great CRM for keeping everything up to date in realtime which keeps all users in the loop with progress.

Pros

Such a great CRM. It links with all my outreaching platforms like LinkedIn, Outlook and Ringover which saves time.

Cons

I can't think of any negatives. It's such a simple to use platform that makes everything so transparent.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Admin Consultant

Pharmaceuticals

### "An efficient and effective platform all should use!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 18, 2026

I’d give my overall experience a very high rating. Everything I have learned has been helpful in some way in my life and show me a new way of thinking about how I conduct business.

Pros

Salesforce is awesome. I’ve been using it for the past three years now after getting into it with my Dad who is a Master Solutions Engineer in the public sector for them. He taught me all I know and I’ve been able to apply what I learned while getting my Administrator certification in many ways. My company is looking for a new CRM and I’m highly recommending Salesforce and their awesome automation.

Cons

The ease of use is amazing. I’ve worked with other similar platforms and nothing comes close to how intuitive Salesforce has been.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Gabriel K.

Senior Marketing and Communications Specialist

Non-Profit Organization Management

### "Powerful and Flexible, but Heavy to Manage"

4.0

Overall Rating

4.0

4.0

Ease of Use

1.0

1.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

4/10

January 27, 2026

My overall experience with Salesforce has been mixed. It’s an incredibly powerful and flexible platform, but at the same time, it’s demanding. I don’t always enjoy using it day to day, but I recognize that in the right hands and with the right resources, it’s one of the most capable CRM platforms available.

Pros

Salesforce is incredibly powerful and flexible. If you need a CRM that can scale with your organization, handle complex data relationships, and adapt to highly customized workflows, it’s hard to beat. The ecosystem is massive, integrations are strong, and once things are configured correctly, it can support very sophisticated reporting, automation, and segmentation across teams. From a marketing and communications perspective, Salesforce shines when it comes to data depth. When structured well, it enables meaningful insights into audiences, journeys, and long-term engagement that simpler tools just can’t provide.

Cons

Salesforce is not intuitive, and it is not lightweight. The learning curve is steep, especially for users who are adjacent to admin work rather than full-time CRM specialists. Many tasks that feel like they should be simple require significant setup, technical knowledge, or ongoing maintenance. To get the most out of Salesforce, you need real investment—either in staff expertise, consultants, or both. Without that, it’s easy for the system to feel overwhelming, slow, or underutilized. The power is there, but it comes at the cost of time, complexity, and cognitive load.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

OD

Olga D.

Pharmacist

Hospital & Health Care

### "Great platform but there's room for improvement "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 18, 2026

Overall it's a very reliable platform, able to store and display tons of info, however, it would be much more efficient it it let each user customize what is displayed and have preset medical orders to limit typing.

Pros

I really like working in Salesforce platform due to its versatility and ability to access ample amount of information in the same tab.

Cons

I only wish it would be customizable and have the ability to easily limit the amount of information on one page to limit scrolling and clicking. Also it would be nice to include preset medical terminology and common medications names.

Switched from

[RingCentral Engage Voice](https://www.capterra.com/p/242187/RingCentral-Engage-Voice/)

The team I work for decided to switch in order to streamline the workload.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LB

Logan B.

Owner

Facilities Services

### "Marketing and Sales Enablement Champs"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

January 13, 2026

Salesforce is an incredible tool for marketing managers who want to create and monitor campaigns to enable salespeople to work out deals.

Pros

I love utilizing the campaigns and reporting features for marketing to understand attribution and ROI for various different marketing campaigns. The ability for sales to log and schedule calls and emails to leads and customers is another plus.

Cons

There was functionality in Salesforce Classic that was lost in upgrading to Salesforce Lightning; however, most of that was resolved and there is a help doc showing how to utilize the new systems.

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