Busy Firm
Busy Firm vs Salesforce

Busy Firm
vs
Salesforce

Salesforce is built for large companies and priced per user. Busy Firm gives a small business its CRM, quotes, invoices and calendar from $12 a month.

The pipeline, without the implementation project.

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14-day free trial Migrate in A few hours for most small teams Cancel anytime

Why small businesses choose Busy Firm over Salesforce

01
No per-user pricing
CRM Team is one monthly price for your team - not a bill that grows with every seat.
02
Working today, not next quarter
Sign up, import a CSV and you have a working CRM - no implementation partner.
03
Paid in the same place
Quotes become invoices customers pay by card, with no platform fee from us.

CRM core

FeatureBusy FirmSalesforce
Contacts, companies, deals and activities
 Yes Yes
Lead scores on every contact
 YesEinstein add-on
Several pipelines with drag-and-drop deals
CRM Team Yes
Reports: lead sources, funnel, win rate, forecast
 YesBest-in-class
Workflow automation
Follow-up sequences (CRM Team)Flow Builder and Apex
Custom objects and code-level customisation
 No Yes

What Salesforce sells separately

FeatureBusy FirmSalesforce
Quotes accepted online, turned into invoices
 YesCPQ add-on
Invoices paid by card - no platform fee from us
 YesThird-party integration
Card terminal - take a card anywhere
CRM Team No
Calendar, booking page and crew scheduling
CRM TeamField Service add-on
Website builder in the same account
 YesExperience Cloud
Time to a working CRM
MinutesWeeks, often with a partner

Price per plan

Flat pricing for a small team instead of per-user, per-cloud bills.

TierBusy FirmSalesforce
Solo$12/mo CRM Solo$25/user Starter Suite
Team$29/mo CRM Team - one price$100/user Pro Suite
With a websiteCRM included in builder plans from $20/moExperience Cloud priced separately
Salesforce prices per user and per cloud, and larger rollouts usually add implementation fees. Our CRM is a flat monthly price, with no platform fee on invoices you get paid online.

Migrate in A few hours for most small teams

  1. 1Export contacts and accounts from Salesforce as CSV.
  2. 2Import the CSV into Contacts.
  3. 3Recreate your opportunity stages under Pipelines (CRM Team).
  4. 4Rebuild key follow-ups as sequences.
  5. 5Keep Salesforce running until you are happy - nothing is changed there.
Stuck? Our team answers by chat and email while you move.

When to choose Salesforce instead

We're not right for everyone. Here's when Salesforce is the better pick:

  • •You are a large company with deep Salesforce automation, admins and custom objects.
  • •You rely on specific AppExchange integrations.
  • •You need compliance certifications this platform does not hold.

Common questions

We are an enterprise on Salesforce. Does this apply?+

Probably not. If you rely on Apex, custom objects and deep AppExchange integrations, stay on Salesforce. We are built for small businesses that mostly need a pipeline, contacts, quotes, invoices and a calendar.

What about AppExchange?+

There is nothing like it here. If your workflow depends on specific AppExchange apps, Salesforce wins.

Is there a fee on invoices?+

No. We take nothing from invoices you get paid online - you pay standard card processing only.

Can we try it first?+

Yes - both CRM plans start with a 14-day free trial, and the CRM can be explored on sample data without an account.

How are reports?+

Reports show where leads come from, your funnel, win rate and a forecast. For complex multi-source BI, Salesforce goes much deeper.

Stop paying for what you do not use.

Start a 14-day trial and keep Salesforce until you are sure.

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Last verified: 2026-04-17 · Written by the Busy Firm product team · Have a correction? Tell us.