Home/CRM Software/Salesforce vs Workice CRMUpdated on: January 27, 2023

Compare Salesforce vs Workice CRM

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Salesforce
Salesforce CRM Software (31400 Ratings)
80% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Act!
Act! CRM Software (441 Ratings)
Get Free Quote

Get Free Quote

Get Free Quote

Get Free Quote

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Salesforce

Salesforce

CRM Software (31400 Ratings)
80% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Act!

Act!

CRM Software (441 Ratings)
Get Free Quote

Get Free Quote

Get Free Quote

Get Free Quote

Overview

Summary

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. ..show more

Workice CRM is a platform that allows you to keep track of your outreach activities and retain information about the individuals and clients you engage with. Sales and marketing dashboards, invoicing dashboards, spending dashboards, payments dashboards, projects and ticketing dashboards are all included in the CRM. Workice CRM enables your team to manage projects across their entire life cycle, from start to finish, including planning, execution, invoicing, and payment. Set Workice to apply a late fee automatically when your invoice is past due, giving your clients an extra incentive to pay you soon. Regardless of the currency, keep track of all of your business spending, estimates, and invoices. You may sign and transmit contracts to clients for approval using Workice. They'll send out automatic reminders to your clients to remind them to read over their contracts.There will be no more hunting down consumers for checks or standing in long lines at the bank. Allow your customers to pay their bills online. From invoice reminders to securely billing your client's credit card, Workice CRM has got you covered. ..show more

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..show more

Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups. ..show more

Features

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking Track and manage your referred customers.

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 800-667-6389

N/A

New York, New York

Denver, Colorado / +1 866-873-2006

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Essentials
$25 /User/Month

billed Yearly

All-in-one sales and support app

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Email Integration with Outlook
  • Google Apps Integration
Professional
$75 /User/Month

billed Yearly

Complete CRM for any size team

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 3 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App : 1 custom app per org
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : 5 processes & 5 flows per org
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : 2 profiles per org
  • Roles and Permissions : 2 roles per org
  • Record Types (Per Object) : 3 types per object
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API : Additional $25 per User per Month
Enterprise
$150 /User/Month

billed Yearly

Deeply customizable sales CRM for your business

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox : Available for purchase
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : Available for purchase
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
Unlimited
$300 /User/Month

billed Yearly

Unlimited CRM power and support

Features

  • Account, Contact, Lead, and Opportunity Management
  • Email Integration with Gmail or Outlook
  • Salesforce Mobile App
  • Lead Registration and Rules-Based Lead Scoring
  • Collaborative Forecasting
  • Workflow and Approval Automation
  • 24/7 Support and Configuration Services
  • Lead Management
  • Lead Assignment and Routing
  • Duplicate Blocking
  • Web-to-Lead Capture
  • Mass Email
  • Campaign Management
  • Email Templates
  • Rules-Based Lead Scoring
  • Lead Registration
  • Campaign Influence : 5 campaigns per opportunity
  • Account and Contact Management
  • Opportunity Management
  • Customizable Sales Process
  • Task Management, Activity Feed
  • Person Accounts
  • Sales Console App
  • Sales Teams
  • Calendar All
  • Salesforce Mobile App
  • Full Offline Mobile Functionality
  • Collaborative Forecasting
  • Forecasting Mobile App
  • Custom Opportunity Fields in Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts
  • Sales Orders
  • Products and Price Books
  • Quotes
  • Customizable Reports and Dashboards
  • Advanced Reporting Features
  • Files
  • Topics and Recommendations
  • Chatter
  • Case Management
  • Knowledge (Read-Only)
  • Lightning Flow Automation (Flow + Process Builder) : Unlimited
  • Lightning App Builder
  • AppExchange
  • Data Storage Per User
  • File Storage Per User
  • Unlimited Custom Applications
  • Customizable Profiles and Page Layouts : Unlimited
  • Roles and Permissions : Unlimited
  • Record Types (Per Object) : Unlimited
  • Developer Sandbox
  • Developer Pro Sandbox
  • Partial Sandbox : 1 Partial Sandbox included per org
  • Full Sandbox : 1 Full Sandbox included per org
  • Platform
  • Workflow and Approval
  • Email Integration with Outlook
  • Google Apps Integration
  • Lightning Sync
  • Web Services API
View Price Page
Self-Hosted
$55 Others

All Plans Features

  • Project Management
  • Easy Invoicing
  • Easy Estimates
  • Recurring Invoices
  • Payments
  • Subscriptions
  • Deals Management
  • Leads Management
  • Calendar
  • File Sharing
  • Messaging
  • Credit Notes
  • Multiple Payment Gateways
  • Multi Currency
  • Multi Language
Cloud Hosted
$10 /Month

Coming soon

$10 per Month billed Yearly

$12 per Month billed 6 Months

$14 per Month billed 3 Months

Features

  • Includes features of All Plan
View Price Page
Essential
$15 /User/Month

Features

  • Lead, deal, calendar and pipeline management
  • Simple data import and easy customization
  • 24/7 support and 275+ integrations
Advanced
$29 /User/Month

Features

  • Lead, deal, calendar and pipeline management
  • Simple data import and easy customization
  • 24/7 support and 275+ integrations
  • Full email sync with templates and scheduling
  • Group emailing plus open and click tracking
  • Workflow builder with triggered automations
Professional
$59 /User/Month

Features

  • Lead, deal, calendar and pipeline management
  • Simple data import and easy customization
  • 24/7 support and 275+ integrations
  • Full email sync with templates and scheduling
  • Group emailing plus open and click tracking
  • Workflow builder with triggered automations
  • One-click calling and call tracking
  • Create, manage and e-sign documents and contracts
  • Revenue projections, forecasts and enhanced custom reporting
Enterprise
$119 /User/Month

Features

  • Lead, deal, calendar and pipeline management
  • Simple data import and easy customization
  • 24/7 support and 275+ integrations
  • Full email sync with templates and scheduling
  • Group emailing plus open and click tracking
  • Workflow builder with triggered automations
  • One-click calling and call tracking
  • Create, manage and e-sign documents and contracts
  • Revenue projections, forecasts and enhanced custom reporting
  • Unlimited user permission and visibility settings
  • Additional and heightened security preferences
  • Implementation program and phone support
  • No feature usage limits
View Price Page
Starter (Act! CRM)
$18 /User/Month

Basic CRM + eMarketing

Features

  • Customer management
  • Task & activity management
  • Calendar
  • Notes & history
  • Companies
  • Act! Companion - Mobile App
  • Dashboard
  • Groups and Search
    • Dynamic Lists
    • Global Search
  • Opportunity and Pipeline Management
    • Opportunity Management
  • Administration and Customization
    • Preferences - Partia
    • User management
  • Platform and Technology
    • Data import tool
    • Cloud storage - 2 GB
    • Additional Cloud Storage (per 4Gb) : $5 per Month
  • EMarketing (Included)
    • Contacts - Unlimited
    • Email sends/mo - 2,500
    • Email marketing
    • 170+ responsive templates
    • Interactive template editor
    • Email tracking & metrics
    • Turnkey campaigns
    • HTML email editor
    • Drip marketing
    • Visual workflow designer
    • Campaign calendar
    • Deliverability & Compliance Tools
  • Service and Add-Ons
    • Additional email sends - Add'l 2,500 sends per Month : $10 per Month
    • Additional domains (per domain) - $50 per Month
  • Customer Support
    • Getting started webinars/Q&A
    • Self-Service Resources - Guides
    • Knowledgebase
    • Web chat1
    • Professional services2 - $99 per Hour

Note :

*Please select the region selector at the top of this page to see product availability and pricing for your region.
1US: M-F 7:00am-8:00pm Eastern
2Each Professional Services session is billed a minimum of one hour; no pro-rations or partial hour billing.

Professional (Act! CRM)
$35 /User/Month

Full-featured CRM + eMarketing

Features

  • Includes features of Starter plan, plus
  • Opportunity and Pipeline Management
    • Sales Process Management
    • Products & Pricing
    • Sales Opportunity Kanban Board
  • Integrations
    • Microsoft Integration
    • Google Integration
    • Zoom Integration
    • QuickBooks Integration
  • Administration and Customization
    • Preferences
    • User management
    • Custom fields
  • Platform and Technology
    • Data import tool
    • Cloud storage - 4 GB
  • EMarketing Included
    • Social sharing
    • Landing pages
    • Surveys
  • Marketing Automation
    • Marketing Automation to CRM workflow
    • Response-driven nurture marketing
    • Advanced lead capture
    • Lead management & scoring
    • Event marketing
  • Services and Add-Ons
    • SMS - phone number + 500 sends per Month - $625 per Month
    • SMS - per additional 500 sends per Month - $5 per Month
  • Customer Support
    • Product support by phone1
    • Product support via remote access
Expert (Act! CRM)
$65 /User/Month

Advanced CRM + eMarketing

Features

  • Includes features of Professional plan, plus
  • Platform and Technology
  • Cloud storage - 6 GB
  • EMarketing Included
    • Email sends/mo - 50,000
  • Marketing Automation
    • Asset Tracking tracking
    • Website activity tracking
    • Progressive profiling
    • A/B testing
  • Customer Support
    • Saturday phone support
    • Appointment setting
    • Priority queuing
Act Premium (Act! premium)
$37.5 /User/Month

billed Yearly

Full-featured CRM for individuals and teams

Features

  • Rich account management
  • Calendar & activity tracking
  • Dynamic sales pipeline management
  • Act! Insight analytics
  • Office, Outlook®, & Google™ integration
  • Act! Companion mobile app
  • Act! Marketing Automation (Basic tier)
  • Data import tool
  • Expert technical support3
  • Windows® 11 compatible

Featured add-on

1. Marketing Automation : Basic (Included)

Entry-level email marketing capabilities to help you get the word out and stay in touch.

  • 2,500 emails per month to unlimited contacts
  • Email marketing
  • 170+ responsive templates
  • Interactive template editor
  • Email tracking & metrics
  • Drip marketing 1
  • Visual workflow designer 1
  • Campaign calendar
  • Deliverability & compliance tools

2. Select - +$79 per Account per Month billed Yearly

Powerful marketing automation features to engage your customers and grow your business

  • 25,000 emails per month to unlimited contacts
  • Includes features of Basic plan, plus
  • Turnkey campaigns
  • HTML email editor
  • Social sharing
  • Landing pages
  • Surveys
  • Drip marketing
  • Visual workflow designer
  • Team Management

3. Complete - +$199 per Account per Month billed Yearly

Full-featured marketing automation and time-saving CRM workflow to connect your sales and marketing efforts

  • 50,000 emails per month to unlimited contacts
  • Includes features of Select plan, plus:
  • Marketing automation to CRM workflow
  • Response-driven nurture marketing
  • Asset tracking
  • Advanced lead capture
  • Lead management & scoring
  • Event marketing
  • Website activity tracking

4. Advanced - +$399 per Account per Month billed Yearly

Sophisticated marketing automation features and valuable consulting services to fast-track your success

  • 100,000 emails per month to unlimited contacts
  • Includes features of Complete plan, plus
  • Progressive profiling
  • A/B testing

Additional add-ons

  • Enhanced Support : + $10 per User per Month billed Yearly

Experience VIP service with feature guidance by phone, remote support on request, dedicated web chat, and more.

  • Custom Tables : +$10 per User per Month billed Yearly

Unlock the full potential of Act!. Leverage the power of Custom Tables to bring complex data sets, unique business processes, and specialized industry practices together in Act!.

View Price Page

SCREENSHOTS

Salesforce Screenshots
View 3 screenshot(s)
Workice CRM Screenshots
View 1 screenshot(s)
Pipedrive Screenshots
View 4 screenshot(s)
Act! Screenshots
View 0 screenshot(s)

INTEGRATIONS

  • Pardot
  • Freshdesk
  • Dropbox Business
  • ActiveCampaign
  • Slack
  • Quickbooks
  • MuleSoft Anypoint Platform
  • Zendesk Sell
  • MailChimp
  • DocuSign
  • Jira
    NA
  • Google Drive
  • Gmail
  • DocuSign
  • Zoom

ALTERNATIVES

Top alternatives to Salesforce

HubSpot CRM
HubSpot CRM
Pega Marketing
Pega Marketing
Zoho Books
Zoho Books
AWS Cloud9
AWS Cloud9
SAP S/4HANA Finance (SAP Simple Finance)
SAP S/4HANA Finance (SAP Simple Finance)

Top alternatives to Workice CRM

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive
Pipedrive
SugarCRM
SugarCRM
Keap
Keap