YOUR PRIORITIES. YOUR SHORTLIST.

Make the comparison yours.

Select up to three products in one category. See the evidence, change the priorities and understand every point.

1. Choose a category

2. Choose up to three products

Only products in the same category can be compared.

Product 1Product 2Product 3

3. Set what matters to youCore workflowWorkflow depthAI

Standard weights total 100 points, including 15 for AI. Your choices are normalised back to 100.

CRM software / YOUR COMPARISON

The fit, side by side.

Sorted by your documented score

Salesforce Sales Cloud ↗

58–100/100

58% evidence coverage

With AI excluded: 51–100/100

£156.00
user/month · VAT basis not stated

UK sales organisations needing custom data models, controlled access and a configurable sales process.

UK product and GBP pricing pages document a UK sales offering; confirm contracting and data-location requirements.

The first number is earned from documented features. Unverified capabilities create the range. Product scores do not establish the quality, reliability or price of a particular plan.

CRM software: feature evidence and contribution to the score
Capability & demo question	Salesforce Sales Cloud58–100/100 documented fit
Core workflowContacts linked to organisations7.0 points available Ask in the demo Create a person, link them to an organisation and show their shared activity history.	✓ Supported Account, contact, lead and opportunity management are included in the UK offering. 7.0 / 7.0 pointsEvidence ↗
Core workflowCustom sales pipelines7.0 points available Ask in the demo Create stages with probabilities and move a deal through them.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points
Core workflowTwo-way email history7.0 points available Ask in the demo Send and receive an email and show both against the correct contact.	✓ Supported The UK suite describes automatic synchronisation of email, events and contacts. 7.0 / 7.0 pointsEvidence ↗
Core workflowOwned follow-up tasks7.0 points available Ask in the demo Assign a dated follow-up to another seller and show their overdue queue.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points
Core workflowPipeline and activity reporting7.0 points available Ask in the demo Filter open pipeline by owner and expected closing month.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–7.0 / 7.0 points
Workflow depthDuplicate merge4.0 points available Ask in the demo Import a duplicate and merge it without discarding useful history.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthRequired stage-specific fields4.0 points available Ask in the demo Prevent a deal entering proposal stage until required information is entered.	✓ Supported Validation formulas can reject records that fail configured business requirements before saving. 4.0 / 4.0 pointsEvidence ↗
Workflow depthRule-based lead assignment4.0 points available Ask in the demo Route two enquiries to different owners based on territory or value.	✓ Supported Built-in sales flows and lead routing support assigning incoming enquiries. 4.0 / 4.0 pointsEvidence ↗
Workflow depthConditional follow-up automation4.0 points available Ask in the demo Start a sequence and show what changes when the prospect replies.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthForecast and recurring revenue4.0 points available Ask in the demo Separate one-off and recurring revenue in a forecast.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthTracked quotations4.0 points available Ask in the demo Produce a quotation from deal products and retain the sent version.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–4.0 / 4.0 points
Workflow depthRecord visibility permissions4.0 points available Ask in the demo Show what a salesperson can and cannot see in another team's accounts.	✓ Supported Private organisation-wide defaults, roles and sharing rules restrict access to other teams' records. 4.0 / 4.0 pointsEvidence ↗
Workflow depthField change history4.0 points available Ask in the demo Find who changed an opportunity amount and when.	✓ Supported Configured field history records changes, timestamps and the responsible user. 4.0 / 4.0 pointsEvidence ↗
Workflow depthCustom related records4.0 points available Ask in the demo Link a custom asset or contract record to a customer.	✓ Supported Custom objects can link to contacts using lookup or master-detail relationships. 4.0 / 4.0 pointsEvidence ↗
Workflow depthAPI read and write4.0 points available Ask in the demo Create a record externally and retrieve the resulting identifier.	✓ Supported RecordCreate returns a record identifier usable to create associated records. 4.0 / 4.0 pointsEvidence ↗
Workflow depthUsable record export5.0 points available Ask in the demo Export contacts and deals with stable identifiers and relationships.	✓ Supported Data Loader exports selected record IDs and related-object fields to CSV; some relationship-query forms require separate exports. 5.0 / 5.0 pointsEvidence ↗
Workflow depthSales-to-delivery handover5.0 points available Ask in the demo Turn a won deal into an owned delivery process without re-entering customer details.	? Not verified Exact workflow not verified in the reviewed material; request a demonstration. 0.0–5.0 / 5.0 points
AIContext-aware AI email drafts5.0 points available Ask in the demo Draft a follow-up grounded in the actual contact or opportunity history.	✓ Supported CRM-grounded outreach uses customer and interaction context. 5.0 / 5.0 pointsEvidence ↗
AIAI meeting or record summaries5.0 points available Ask in the demo Summarise a real interaction and identify the next action.	✓ Supported Embedded summaries cover accounts, contacts and opportunities with activities and next steps. 5.0 / 5.0 pointsEvidence ↗
AIAI prioritisation or research5.0 points available Ask in the demo Show prospect research or a recommended next action and the information behind it.	✓ Supported Deal insights and prospect signals show supporting reasons for prioritisation. 5.0 / 5.0 pointsEvidence ↗

“Not verified” means the recorded evidence does not settle this specific check. It does not mean the feature is absent. Read the scoring method.

Make the comparison yours.

The fit, side by side.

Salesforce Sales Cloud ↗

Inside the feature comparison