Best Salesforce alternatives for 2025
CRM are built for managing customer relationships. They can help your organization manage sales, marketing, and customer service activities. Most CRMs include features like contact management, lead management, opportunity tracking, task management, and reporting.
Salesforce and Microsoft Dynamics is the most popular CRM on the market today. But there are a number of Salesforce alternatives that offer similar or even better. We are going to list here some CRM with their pro and cons.
Best Salesforce alternatives for 2025
- InvestGlass
- Zoho CRM
- Insightly
- HubSpot CRM
- Freshworks CRM
- SugarCRM
- Microsoft CRM
- Zendesk
- Monday.com CRM
- Pegasystem CRM
1. InvestGlass as the #1 Sovereign CRM on-premise or on Swiss Cloud
InvestGlass
This web-based sales CRM is #1 Swiss CRM hosted and designed in Switzerland. The solution gathers digital onboarding tools, a flexible CRM built for financial professionals, a portfolio management tool you can connect to banks, marketing automation and client portal.
InvestGlass CRM is a good solution for small and medium-sized businesses. It has a simple and intuitive user interface, good customer support, and a wide range of features. The downside is that it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.
InvestGlass Digital onboarding is a flexible web form that speeds up your customer onboarding process. With these forms, you can easily request all the required information from your new customers and automatically import it into your CRM.
InvestGlass marketing analytics will help you to track all your digital marketing campaigns and measure their success. You can connect to your Google Analytics account and get all the data you need in one place.
InvestGlass CRM is a good solution for financial professionals who want to manage their customer relationships, portfolios, and finances in one place. The portfolio management tool is also made to manage crypto wallets and smart contracts. The machine is connected to multiple brokers and tools to make sure that your operations will be safely recorded.
InvestGlass sales automation will help you to follow up with your leads and close more deals. It includes a wide range of email templates, automatic lead scoring, and lead routing.
2. Zoho CRM
Zoho CRM
Zoho CRM encompasses lead management tools you need to track sales.
Their real-time tracking keeps your entire sales team on task. This system will help the sales rep to organize a CRM for small businesses. It has a simple and intuitive user interface, good customer support, and a wide range of features. The downside is that it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.
Zoho is not hosted on Swiss servers and the setup is not sufficiently customizable for a complex sales cycle. Lead generation is collected and you can easily create a simple sales funnel. Salesforce competitors might do a better job with Zoho. The free user version is limited to three users. It’s a versatile tool with simple sales tools.
3. Insightly CRM
Insightly
Insightly is an all-in-one CRM solution that incorporates marketing, sales, projects, and more. This solution office sales forecasting tools and social media tracking. It also offers a Gmail extension and an Outlook add-in.
Insightly is a good solution for small businesses that want to track all of their activities in one place. It has a simple and intuitive user interface, good customer support, and a wide range of features. The solution is also useful for pipeline management as it has built-in forecasting tools. The downside is that it can be expensive for larger businesses, and it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.
4. HubSpot CRM
HubSpot CRM
HubSpot CRM offers a completely free plan but the nice features and in paid plans. Sales productivity will boost with this CRM. Spot CRM is a good solution for small businesses that want to track all of their activities in one place. It has a simple and intuitive user interface, good customer support, and a wide range of features. The solution is also useful for pipeline management as it has built-in forecasting tools. The downside is that it can be expensive for larger businesses The solution is like Salesforce a US-based solution.
They are well known for their email marketing and free version. Spot CRM integrates with a number of other HubSpot products, including HubSpot Marketing, HubSpot Sales, and HubSpot Service.
The free plan offers unparalleled value. You can store up to 1 million contacts, and you’ll get unlimited users and storage. You’ll also save money and time on training since the platform is user-friendly and easy for staff to learn — which will get your business up and running faster. Key features are very easy to use but flexibility is less important than other CRM.
5. Freshworks CRM
Freshworks CRM
Freshsales is a great CRM for small businesses. Freshworks offers a 21-day free trial so you can determine if it’s right for you. You will find in this solution a great sales intelligence dashboard. The solution is also easy to use on mobile access. The free support will be appreciated. Linkedin sales navigator can be connected to the CRM. This is a serious salesforce competitor and perfectly built for sales pipelines and contract management.
Freshales is a good CRM for sales teams that want to focus on activities that result in closed deals. The solution is easy to use and has a simple user interface. It also offers a number of integrations, including Google Apps, Zapier, and more
6. Sugar CRM
SugarCRM
SugarCRM is a cloud-based platform that offers everything from sales and automation features to account management and customer relationship management. Email marketing is well built and easily connected to the sales pipeline. Sales reps will like the Campaign Wizard.
Sales reps can edit their contract based on customer data. Contact management is visually pleasing and business management is simply visible with a nice dashboard.
7. Microsoft Dynamics 365
Microsoft Dynamics 365 stands out as a formidable competitor to Salesforce CRM by offering a comprehensive suite of applications designed to enhance various business functions.
Diverse Application Suite
Dynamics 365 is packed with specialized modules including Marketing, Sales, Customer Service, Commerce, and Customer Insights. Each module leverages cutting-edge AI and business intelligence tools, providing businesses the flexibility to tailor their CRM experience.
Seamless Integration
One of the standout features of Microsoft Dynamics 365 is its seamless integration with other Microsoft products. Businesses that already rely on Microsoft software will find the transition and incorporation of Dynamics 365 particularly smooth, offering an interconnected experience that can enhance productivity and data management.
Flexible Deployment Options
Unlike many CRMs that operate solely in the cloud, Dynamics 365 offers robust on-premises solutions. This is particularly beneficial for enterprises needing substantial control over their data and infrastructure.
Extensive Marketplace and Ecosystem
Microsoft Dynamics 365 supports a rich ecosystem of applications available through its marketplace. This allows businesses to enhance their CRM capabilities with additional tools that suit their unique needs, widening the scope for customization and industry-specific solutions.
Cost-Efficiency for Larger Enterprises
While licensing can be a complexity for some, Dynamics 365 often comes in at a lower cost compared to Salesforce for large-scale users. This cost efficiency makes it especially attractive for midsize to larger enterprises already operating within the Microsoft ecosystem or requiring in-depth and secure on-premises solutions.
In summary, Microsoft Dynamics 365 competes effectively with Salesforce CRM by offering a powerful combination of advanced features, integration capabilities, flexible deployment, and a broad ecosystem, thereby providing a versatile and cost-effective option for businesses seeking a robust CRM solution.
8.Zendesk
Why is Zendesk a Strong Choice for Organizations Prioritizing Customer Service?
When it comes to enhancing customer service, Zendesk stands out as a robust option. Here’s why:
1. Streamlined Service and Sales Automation
Zendesk offers a seamless platform that integrates customer service and sales automation. This allows organizations to efficiently manage customer interactions and streamline operations, making it easier to deliver consistent support.
2. Versatile Digital Engagement
A key feature is its strong digital engagement capabilities. Zendesk supports various communication channels, including modern messaging platforms and intelligent chatbots. This versatility is crucial for businesses handling large volumes of leads and customer inquiries, enabling them to engage effectively across platforms.
3. User-Friendly Experience
The platform is designed with ease of use in mind, providing a straightforward interface that caters to a wide audience. This accessibility ensures that teams can quickly adopt the system and start delivering exceptional service without a steep learning curve.
4. Competitive Pricing
With plans starting at $19 per user monthly, Zendesk offers an affordable solution for mid-sized to large enterprises. Its pricing is particularly appealing for companies with significant customer interaction volume, seeking to enhance their digital service offerings without breaking the bank.
5. Areas for Improvement
While Zendesk excels in many areas, organizations might find room for improvement in real-time intelligence and process management. Recognizing these gaps allows for better strategic planning and use of the platform’s strengths.
Overall, Zendesk’s ability to bring together service and sales functions, along with its digital support features and user-friendly interface, makes it a compelling alternative for businesses focused on delivering outstanding customer service.
9. Monday.com CRM
When it comes to customer relationship management, Monday.com redefines flexibility in a way that sets it apart from traditional CRM systems. Though it’s not specifically built as a CRM, its cloud-based work management platform allows for a broad range of customization options. Here’s how it stands out:
- Customizable Boards and Workflows: Users can tailor workflows and create unique boards to meet their specific customer management needs, making it suitable for a variety of business activities beyond just CRM.
- Versatile for Multiple Workflows: Whether it’s project management, software development, or CRM tasks, Monday.com adapts seamlessly to various workflow needs. This versatility makes it more than just a CRM solution.
- Ready-Made Sales Platform: Monday offers a specialized sales platform that’s designed to integrate effortlessly with the customizable features, starting at an affordable price point of $10 per user per month.
- Ideal for Small to Mid-Sized Businesses: Its ease of use and adaptability make it particularly appealing for small to medium-sized businesses, especially those who utilize Kanban boards for task organization.
In essence, by focusing on adaptability and affordability, Monday.com provides a compelling solution for businesses seeking a flexible alternative to conventional CRM systems.
10. Pegasystem CRM
How Pegasystems CRM Meets the Needs of Large Enterprises with Complex Processes
Pegasystems CRM emerges as a compelling choice for large enterprises navigating intricate operational landscapes. At the core of its appeal is a powerful real-time decisioning engine. This sophisticated feature supports various process-driven applications that integrate seamlessly into marketing, sales, and service workflows.
Key Features for Complex Environments
- Configurability: Pegasystems is renowned for its exceptional adaptability. It allows businesses to tailor their CRM solutions to meet unique and dynamic industry demands. This configurability is essential for sectors such as healthcare, insurance, and financial services, where one-size-fits-all solutions simply won’t suffice.
- Process Automation: Automation is a critical component for enterprises that manage multifaceted processes. Pegasystems excels in automating workflows, reducing manual intervention, and enhancing efficiency across departments.
Considerations and Value
While there is a learning curve associated with leveraging Pegasystems to its full potential, the investment in time and training is offset by the substantial benefits. Although its pricing starts at $140 per user per month, the return on investment is significant for companies that require sophisticated CRM capabilities.
In summary, Pegasystems CRM is tailored for enterprises that demand robust, adaptable solutions to manage complex processes effectively. Despite the initial cost and learning challenges, it delivers unmatched value for those in dynamic industries seeking to streamline operations and enhance decision-making.
Choosing the right CRM software
These CRM tools are excellent choices, and they each offer slightly different features and benefits. However, we stress that InvestGlass is the only CRM with a portfolio management tool. Marketing automation are connected directly to the portfolio tool.
Thanks to a simple user interface it comes to choosing the best CRM for your business, it’s important to consider your specific needs and what you want to get out of the system. If you’re looking for a comprehensive, all-in-one CRM solution, then InvestGlass is a good option. It offers a wide range of features and integration.
Comparing CRM Solutions: InvestGlass vs. Salesforce
Functionality
When it comes to CRM and workflow automation, InvestGlass offers a robust suite of features that stand as a compelling alternative to Salesforce. Both platforms provide excellent customer relationship management and automation capabilities, but InvestGlass shines with its integrated services designed to help businesses build new business models and automate processes efficiently. Its user-friendly, no-code platform allows users to easily customize and configure their CRM without needing extensive technical expertise. This adaptability makes InvestGlass suitable for a wide range of industries and business processes.
InvestGlass’s innovative architecture supports a highly customizable environment, enabling businesses to tailor workflows to their unique needs. With integrated tools for client onboarding, portfolio management, digital forms, and compliance management, InvestGlass consolidates essential services into one platform. This integration not only streamlines operations but also fosters the development of new business models by providing all the necessary tools in a single, cohesive system.
On the other hand, Salesforce offers a rich ecosystem with a vast array of third-party integrations and apps that can enhance its core functionalities. However, leveraging these capabilities often requires additional investment in developer resources and managing multiple vendors, which can be both time-consuming and costly.
Pricing
In terms of cost, InvestGlass adopts a transparent and competitive pricing approach, allowing businesses to select specific functionalities and apps that meet their needs. This modular pricing model helps manage and potentially reduce the total cost of ownership by ensuring you only pay for what you need. Additionally, by integrating multiple services into a single platform, InvestGlass can reduce expenses associated with subscribing to and maintaining multiple software solutions.
Conversely, Salesforce’s tiered pricing plans might bundle more features than some businesses require, leading to increased costs if additional customization or third-party apps are needed. This can drive up expenses, especially for companies with specific or evolving needs that fall outside the scope of Salesforce’s bundled offerings.
Conclusion
Overall, while both platforms are powerful, InvestGlass’s flexibility in pricing and functionality, along with its integrated services for building new business models and automation, offers a distinct advantage. For businesses seeking a cost-effective and easily adaptable CRM solution that consolidates essential tools into one platform, InvestGlass stands out as the best option at the best price.