Best Salesforce alternatives in 2026

The best Salesforce alternatives for B2B teams that sell products: quotes, orders, call recording and setup effort compared, with prices.

By the PromptLab team6 October 20265 min read

ALTERNATIVES TOSalesforceRanked for B2B product sales#11PromptLabOUR PICK

Salesforce can model almost any sales process. The catch is the word "model". Someone has to build it, and until they do, the sales team waits. For a manufacturer or distributor with eight reps and no Salesforce admin, that is the main reason to look elsewhere.

The best Salesforce alternative for a team that sells products is PromptLab, which arrives with quotes, price lists, sales orders and sample tracking already in place. Below are six more options, ranked for people who want a CRM their own sales team can run. Prices are per user a month, as of 30 September 2026.

Why teams leave Salesforce

The complaints are about effort and add-ons, not about quality.

  • A rollout is a project. Objects, flows and page layouts need configuring, usually by an admin or an implementation partner.
  • The useful parts sit on upper tiers. Sales Cloud has five editions from $25 to $550, billed annually. Quotes, price lists and orders start at $100 on Pro Suite. Filling CRM fields from calls and MCP start at $195.
  • Recording is an add-on. Call recording, meeting summaries and follow-up drafts live in Sales Engagement, a separate $50 a user add-on.
  • Samples aren't modelled. Tracking a trial batch means a custom object someone has to build.

If you need a platform with custom objects, a big partner network and AppExchange, Salesforce is still the answer. Most small and mid-sized sales teams are not that buyer.

The best Salesforce alternatives at a glance

Swipe the table sideways to see every CRM →

PromptLab, Salesforce, Dynamics 365, Zoho CRM: prices and features
Checked on 30 September 2026PromptLabSalesforceDynamics 365Zoho CRM
Pricing
Paid plans, a month$11.99 – $99per seat$25 – $550per seat$65 – $150per seat$14 – $52per seat
Number of plans3534
Free trial
BillingBilled monthlyBilled annuallyBilled annuallyBilled annually
Import from CSV and Excel
Sales management
Deal pipelines
QuotesFrom$100/monthFrom$23/month
Sales ordersFrom$100/monthFrom$23/month
Sample tracking
Price listsFrom$100/monthFrom$23/month
Meetings and calls
Meeting recording and transcriptsAdd-onFrom$105/monthVia marketplace
AI meeting summariesAdd-onFrom$105/month
AI follow-up email draftsAdd-onFrom$105/monthFrom$23/month
Meeting scheduler and call dialerFrom$23.99/monthAdd-onFrom$105/monthVia marketplace
AI and automation
CRM fields filled in from callsFrom$195/monthFrom$150/monthFrom$40/month
Connect Claude or ChatGPT (MCP)From$195/monthFrom$150/month
Workflow automation
API and webhooksFrom$23.99/monthFrom$195/month
Conversations
Gmail and Outlook email sync
WhatsApp conversationsAdd-onAdd-on
Telegram conversations
Save LinkedIn profilesVia marketplaceAdd-onFrom$23/month
Privacy and security
Single sign-on (SSO)From$99/monthFrom$40/month

The best Salesforce alternatives

1

PromptLab

Our pick
AI-native CRM for product sales
Paid plans, a month$11.99 – $99 per seat

Best for: Sales teams that sell products and want to set it up themselves

There is nothing to build with PromptLab. Quotes, sales orders, sample tracking and customer price lists are ready on the $11.99 Basic plan, on the account and the deal. Meetings in Zoom, Google Meet and Microsoft Teams are recorded, transcribed in 100+ languages and summarised, with a follow-up email drafted, on every plan.

Claude and ChatGPT connect over MCP on every plan, where Salesforce asks for $195, and each rep signs in with their own login. Import accounts and contacts from a spreadsheet, or use the two-way Salesforce sync during the 14-day free trial. The trade-off: PromptLab doesn't try to be a platform, so deep custom builds on one vendor are better served by Salesforce. See Salesforce vs PromptLab.

2

Dynamics 365

Enterprise suite
Paid plans, a month$65 – $150 per seat

Best for: Companies standardised on Microsoft

Dynamics 365 Sales is the natural CRM for a Microsoft company. Quotes, price lists and orders are built in from Professional at $65, and it works inside Outlook and Teams. Plans run $65 to $150 billed annually.

The climb is steep again: meeting recording starts on Enterprise at $105, and CRM autofill and MCP on Premium at $150. There is no sample tracking. Read Salesforce vs Dynamics 365.

3

HubSpot

Enterprise suite
Paid plans, a month$7 – $150 per seat

Best for: Teams that want marketing and sales in one suite

HubSpot is the most polished all-in-one suite, with a free CRM and a $7 Starter plan billed annually. If marketing drives your pipeline, it goes well beyond a sales CRM.

For product sales, quoting sits in the separate Revenue Hub, sales orders and price lists are missing, and Professional and Enterprise add a $1,500 to $3,500 onboarding fee. See Salesforce vs HubSpot.

4

Zoho CRM

Sales CRM
Paid plans, a month$14 – $52 per seat

Best for: Cost-conscious teams that want breadth

Zoho CRM is free for three users and paid plans run $14 to $52 billed annually. Quotes, sales orders and price books start at $23, against $100 on Salesforce. WhatsApp works inside it, and it is part of Zoho's suite of more than 50 apps.

Samples aren't modelled, there are no AI meeting summaries, and call recording comes from marketplace telephony apps. See Salesforce vs Zoho CRM.

5

Pipedrive

Sales CRM
Paid plans, a month$14 – $79 per seat

Best for: Teams that want a simple pipeline, fast

Pipedrive is one of the easiest sales CRMs to learn, with plans from $14 to $79 billed annually. Nova adds call recording, meeting summaries and CRM updates from the first plan, and MCP is included.

Quotes wait for Premium at $59, automation and email sync for Growth at $39, and it has no sales orders, price lists or samples. See Salesforce vs Pipedrive.

6

monday CRM

Sales CRM
Paid plans, a month$12 – $28 per seat

Best for: Teams that like building on boards

monday CRM turns boards and columns into a CRM, with quotes and invoices from the $12 Basic plan, billed annually. It is easy to shape and sits well beside monday.com projects.

Sales orders, samples and price lists aren't there, and the AI notetaker, automations and email sync start on Standard at $17. Someone still designs the process.

7

Attio

AI-native CRM
Paid plans, a month$35 – $79 per seat

Best for: Teams that want a modern, flexible data model

Attio is an AI-native CRM where you define every object and attribute, with up to three free seats and paid plans from $35 to $79 billed annually. The interface is polished and it has its own MCP server.

It trades Salesforce's build effort for a different build effort: quotes, price lists and orders are left for you to create, and recording waits for the $79 Pro plan. See Attio vs Salesforce.

How to choose

Ask who will own the CRM in a year.

  • An admin or partner, with a long list of custom needs: stay on Salesforce, or move to Dynamics 365 Sales if you live in Microsoft.
  • The sales team itself: PromptLab or Pipedrive, which need no build.
  • A small team on a tight budget: Zoho CRM's free plan for three users, or PromptLab Basic at $11.99.

A worked example: 15 reps who need quotes and call summaries. On Salesforce that is Pro Suite at $100 plus the $50 Sales Engagement add-on, so 15 x $150 = $2,250 a month billed annually, before any build work. On PromptLab Basic it is 15 x $11.99 = $179.85 a month billed monthly. The Salesforce pricing guide breaks down each edition.

Switching from Salesforce

PromptLab syncs with Salesforce in both directions, so the team can keep working in either system while you switch.

Moving to PromptLab

From Salesforce in four steps

  1. 1Connect SalesforceOpen Settings → Apps, find its card and select Connect. Sign in via the pop-up to approve access.
  2. 2Select Sync nowAccounts, contacts, leads and opportunities come across from it. The sync runs both ways, so the team can work in either system while you switch.
  3. 3Import quotes and ordersExport quotes, sales orders, tasks and notes as CSV or Excel. Select Import on the matching list, upload each file and map the columns.
  4. 4Keep both until you're readyLeave the sync on for as long as you need. PromptLab's Enterprise plan adds a dedicated account manager and data migration support for the rest.

Frequently asked questions

What is the cheapest alternative to Salesforce?

Zoho CRM is free for up to three users, with paid plans from $14 billed annually. PromptLab starts at $11.99 a user a month billed monthly and includes quotes and call recording. Salesforce Sales Cloud runs $25 to $550, billed annually.

What is the best Salesforce alternative for small businesses?

PromptLab, Pipedrive and Zoho CRM all suit small teams. PromptLab is the pick if you sell products, because quotes, orders, samples and price lists are ready on the first plan.

Which alternative is closest to Salesforce on features?

Dynamics 365 Sales. It has quotes, price lists and orders from $65 and works inside Outlook and Teams. It also climbs in price for recording and AI.

Can I run Salesforce and PromptLab at the same time?

Yes. Connect Salesforce under Settings, then Apps, and select Sync now. Accounts, contacts, leads and opportunities sync both ways. Quotes, orders and notes come across from a CSV or Excel export.

Do I need an admin to run PromptLab?

No. Your sales team sets it up itself. Enterprise adds data migration support and a dedicated account manager for larger moves.

Sources

Prices and features of other CRMs come from each vendor's own pages, on the dates below.

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