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Salesforce vs PromptLab

Sales Cloud is the most configurable CRM there is: five editions from $25 to $550 a user a month, Agentforce AI and AppExchange for almost any integration. For a team selling products, quotes and price lists start at $100, call recording is a $50 add-on, and building it usually takes an admin or partner.

Quotes, price lists, sales orders and sample tracking are ready with us the day you sign up, on every plan. Meetings are recorded, summarised and written into the CRM without an engagement add-on. Your sales team sets it up itself, from $11.99 a user a month.

Start free trial

WhatsApp chats in your CRM

Buyers who order by WhatsApp land in the shared Inbox, on the right contact.

Email in Outlook, with Salesforce
A customer email open in Outlook with the Salesforce side panel showing the related people and opportunities
  • No: WhatsApp: an add-on
Email in Outlook, logged to Salesforce (source)
WhatsApp in the Inbox on PromptLab
The shared Inbox open on a WhatsApp thread with a buyer asking for a quote, with Email, LinkedIn, Telegram and WhatsApp views
  • Yes: WhatsApp in the shared Inbox
A buyer's WhatsApp, next to email, Telegram and LinkedIn

Samples tracked from request to result

Every sample sits on a board from Requested to Delivered, linked to the account and the deal.

A pipeline on Salesforce
Salesforce's opportunity kanban: stage columns with a total and opportunity cards
  • No: No sample tracking
Opportunities by stage, with a total per stage (source)
Samples on PromptLab
A samples board with Requested, Preparing, Sent and In Transit columns, each sample with its account and tracking number
  • Yes: Samples tracked on the deal
Each sample by status, with its tracking number

Quotes on every deal

Create, send and track quotes from the deal, on every plan, with no add-on.

A quote on Salesforce
A Salesforce quote with its approval path and four quote line items
  • No: Quotes: from $100/month
Quotes with line items, from the $100 Pro Suite (source)
Quotes on PromptLab
A quotes list with opportunity, status, total amount and price list for each quote
  • Yes: Quotes on every plan
Quote status and totals, by opportunity

Price and features at a glance

Any sales process can be modelled, once someone builds it. We arrive with quotes, price lists, sales orders and meeting recording ready, so your sales team can run it this week, not next quarter.

Feature
Salesforce
PromptLab
Pricing and setup
Free trial
Number of pricing plans
5
3
Paid plansPer seat per month
$25 – $550
$11.99 – $99
Import from CSV and Excel
Sales management
Deal pipelines
Quotes
From$100/month
Sales orders
From$100/month
Sample tracking
Price lists
From$100/month
Meetings and calls
Meeting recording and transcripts
Add-on
AI meeting summaries
Add-on
AI follow-up email drafts
Add-on
Meeting scheduler and call dialer
Add-on
From$23.99/month
AI and automation
CRM fields filled in from calls
From$195/month
Connect Claude or ChatGPT (MCP)
From$195/month
Workflow automation
API and webhooks
From$195/month
From$23.99/month
Conversations
Gmail and Outlook email sync
WhatsApp conversations
Add-on
Telegram conversations
Save LinkedIn profiles
Via marketplace
Privacy and security
Single sign-on (SSO)
From$99/month

Salesforce prices (billed annually) and features checked on 30 September 2026 at Sales Cloud pricing, Sales Engagement pricing, Agentforce MCP support. Ours are billed monthly; Enterprise is $79 a month billed yearly. See our pricing page.

Quotes, price lists and orders on day one

In Salesforce, quotes, price lists and orders start on Pro Suite at $100 a user a month, billed annually. Samples aren't modelled, so tracking them means a custom object someone has to build.

PromptLab ships quotes, price lists, sales orders and sample tracking on the $11.99 Basic plan. They sit on the account and the deal, ready as soon as your customers are imported.

A quote becoming a sales order and a delivery

Recording and autofill without an add-on

Call recording, meeting summaries and follow-up drafts live in Sales Engagement, a separate add-on at $50 a user a month. Filling CRM fields from calls starts at $195 a user a month.

We do all of it on every plan: we record the meeting, write the summary, draft the follow-up email and update the deal from what the customer actually said.

A call filling in the fields of a CRM record

Live this week, without a partner project

Its rollout is a project in its own right: objects, flows and page layouts to configure, often with an admin or an implementation partner. The sales team waits until it's done.

There is nothing to build with us. Import accounts and contacts from a spreadsheet, or run the sync both ways during the 14-day free trial while the team decides.

A week on the calendar with go-live on day two

Claude and ChatGPT on every plan

Salesforce supports MCP from $195 a user a month. Connecting Claude or ChatGPT to your CRM data is an upper-edition feature, priced like one.

PromptLab's MCP server comes with every plan. Each rep connects Claude or ChatGPT with their own login, then asks it to look up an account, update a deal or add a note.

An AI assistant plugged into the CRM's records

How to switch from Salesforce

Four steps to move your team and your data over.

Two CRMs kept in sync both ways
1. Connect Salesforce

Open Settings → Apps, find its card and select Connect. Sign in via the pop-up to approve access.

2. Select Sync now

Accounts, 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. Import quotes and orders

Export quotes, sales orders, tasks and notes as CSV or Excel. Select Import on the matching list, upload each file and map the columns.

4. Keep both until you're ready

Leave 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.

How do we stack up against other CRMs?

The other CRMs sales teams weigh us against, one side-by-side page each.

Works with the tools you already use

Email, calendar, meetings, chat and AI assistants, connected in a few clicks.

  • Gmail
  • Outlook
  • Google Meet
  • Zoom
  • Microsoft Teams
  • Slack
  • Salesforce
  • HubSpot
  • WhatsApp
  • Telegram
  • Claude
  • ChatGPT
See all integrations

Frequently asked questions

Is Salesforce a CRM?

Yes. Sales Cloud is the CRM at the heart of its platform. Custom objects, flows and AppExchange apps let it model almost any sales process, given the time and people to build it.

Which is better, Salesforce or PromptLab?

It wins if you need a platform: custom objects, a large partner network and AppExchange cover cases we don't try to. We're the pick if you sell products and want quotes, samples and meeting recording working this week, without an admin.

Is PromptLab cheaper than Salesforce?

Yes. We cost $11.99 to $99 a user a month; it costs $25 to $550, billed annually. Quotes need its $100 Pro Suite and recording a $50 add-on, while we include both from $11.99.

Can I move my data over?

Yes. Connect your current CRM under Settings → Apps and select Sync now to bring accounts, contacts, leads and opportunities across, both ways. Quotes, orders and notes follow from a CSV or Excel export.

Who is PromptLab best for?

Sales teams at manufacturers and distributors that want quotes, samples and meeting recording running without an admin. Large organisations building a custom platform on one vendor are better served by a platform like Sales Cloud.

Sell more. Spend less time on admin.

Every plan starts with a 14-day free trial.

Try PromptLab free