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96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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CRM Software

4.5 30 user ratings

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Customer Success Software

4.8 407 user ratings

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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

HubSpot CRM logo

HubSpot CRM

CRM Software

4.5 40 user ratings

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

Zoho CRM logo

Zoho CRM

CRM Software

4.3 2,503 user ratings

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Overview

Description 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. Read more Planhat is an advanced consumer success platform that helps with data monitoring, project management, and customer experience improvement within an individual business. Hundreds of modern technology firms across the world rely on Planhat in order to optimise customer success and lifetime value. The software is capable of centralising all customer-related data and creating customisable dashboards to see what adds value and what doesn't. Besides improving the customer lifecycle using playbooks, triggers, alerts, and automation. Also, Planhat can be integrated with pre-existing business tools and derive a unified view of customer-related data in real-time. Zapier, Zendesk, Mailchimp, Pipedrive and Stitch are among the notable ones. For those who are into a subscription business, advanced revenue management functionality within Planhat helps the admin get rid of pivot charts and heavy spreadsheets. On the contrary, they can get a quick overview of new bookings, approaching renewals and development over time. Read more A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. Read more Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. Read more
Pricing Options
  • Free Trial Available
  • Starts at $25.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $15.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $14.0.
SW Score & Breakdown

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    81%
  • Momentum
    70%
  • Popularity
    88%

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    87%
  • Momentum
    69%
  • Popularity
    68%

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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    77%
  • Momentum
    66%
  • Popularity
    82%
SaaSworthy Awards # 20 Highly Rated # 7 Most Popular
Not Available
# 4 Highly Rated # 19 Fastest Growing # 2 Most Worthy # 7 Fastest Growing

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Available
  • Available
  • Available

Reviews & Ratings

User Rating
4.5/5 30 user ratings
4.8/5 407 user ratings
4.5/5 40 user ratings
4.3/5 2,503 user ratings
Rating Distribution
  • Excellent

    53.3%
  • Very Good

    46.7%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    81.3%
  • Very Good

    15.5%
  • Average

    2%
  • Poor

    0.7%
  • Terrible

    0.5%
  • Excellent

    62.5%
  • Very Good

    27.5%
  • Average

    5%
  • Poor

    5%
  • Terrible

    0%
  • Excellent

    50.2%
  • Very Good

    34.3%
  • Average

    9.8%
  • Poor

    2.8%
  • Terrible

    2.9%
User Sentiments

    Extensive Customization Options, Robust Reporting Capabilities, Comprehensive Feature Set, Extensive Integrations

    Steep Learning Curve, Slow Performance, Outdated User Interface, Complicated Reporting Tool

    Not Available

    User Friendly Interface, Extensive Integrations, Email Tracking, Task Management

    High Pricing, Limited Customization, Occasional Software Glitches, Complex Workflows

    Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

    Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

Review Summary

Salesforce Sales Cloud is lauded for its extensive customization options and seamless integration with various apps, enabling businesses to build tailored solutions. Users appreciate its user-friendly interface, robust reporting capabilities, and the ability to track customer journeys comprehensively. However, some users find the platform complex, especially for beginners, and point out the high cost of additional licenses and features.

Planhat user reviews highlight its strengths in providing customer insights and streamlining customer success operations. Users praise the platform's ability to centralize customer data, automate tasks through playbooks, and offer a 360-degree view of customers. However, some users note the learning curve can be steep, and a few mention specific UI issues or integration challenges. Despite these minor drawbacks, overall sentiment towards Planhat remains positive, with users emphasizing its effectiveness in improving customer engagement and driving business growth.

HubSpot Sales Hub is lauded for its user-friendliness, seamless integration with other HubSpot tools, and effective lead management capabilities. Users appreciate its intuitive interface, personalized email sequences, and robust analytics. However, some drawbacks include a steep learning curve, limited reporting options in lower tiers, and occasional glitches. While HubSpot Sales Hub offers a powerful solution for streamlining sales processes and driving growth, it's essential to consider the pricing structure and ensure compatibility with your business needs before committing.

Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

Pros & Cons
  • Unified view of customers across departments
  • Automates time-consuming tasks
  • Provides personalized marketing strategies
  • Massive community of experts for support
  • AI-powered chatbot for customer insights
  • Occasional technical glitches
  • Steep learning curve
  • Pricing concerns
Not Available
Not Available
Not Available
  Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $25.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $15.0. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $14.0.
Pricing Plans
Monthly Plans Annual Plans

Salesforce Foundations Free

Starter Suite $25.00 $25.00 per user / month

Pro Suite $100.00 $100.00 per user / month

Customer Success Custom

Professional Services Custom

Sales Custom

Free Tools Free

Sales Hub Starter $15.00 $20.00 per month

Starter Customer Platform $15.00 $20.00 per user / month

Sales Hub Professional $90.00 $100.00 per user / month

Sales Hub Enterprise $150.00 $150.00 per user / month

Standard $14.00 $20.00 per user / month

Professional $23.00 $35.00 per user / month

Enterprise $40.00 $50.00 per user / month

Ultimate $52.00 $65.00 per user / month

 
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Screenshots & Videos

Screenshots Salesforce Adoption Dashboards
+ 2 More
Not Available Marketing Email
+ 6 More
Live Chat System
+ 12 More
Videos Video Thumbnail
+ 4 More
Video Thumbnail
+ 2 More
Video Thumbnail
+ 1 More
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+ 3 More

Vendor information

Company Details Located in: San Francisco, California Founded in: 1996 Located in: Stockholm, Sweden Located in: Cambridge, Massachusetts Founded in: 2006 Located in: Pleasanton, California - 94588 Founded in: 2005
Contact Details

+1 800-667-6389

https://www.salesforce.com/crm/

Not available

https://www.planhat.com/

+1 888 482 7768

https://www.hubspot.com/products/crm

+1 877-834-4428

https://www.zoho.com/crm/

Social Media Handles

FAQs

What are the key features of Salesforce?

Salesforce is a comprehensive CRM software that offers features like lead generation, opportunity tracking, sales forecasting, customer service management, and marketing automation.

What are the key features of Planhat?

Planhat is a customer success platform that offers features like customer data management, project management, customer journey mapping, and revenue management.

What are the alternatives to Salesforce?

Some of the top alternatives to Salesforce include Zoho CRM, Microsoft Dynamics 365 for Sales, and HubSpot CRM.

What are the alternatives to Planhat?

Some of the top alternatives to Planhat include ChurnZero, Totango, and ClientSuccess.

Which product is better for managing customer relationships?

Both Salesforce and Planhat offer robust features for managing customer relationships, but Salesforce is a more comprehensive CRM solution, while Planhat is more focused on customer success.

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