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ProEst vs Salesforce Sales Cloud Comparison

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Overview

ProEst is the industry’s leading cloud-based estimating and pre-construction management software, offering contractors new...

Category Leaders

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

5000

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.6

50

5

4

3

2

1

13

18

11

5

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
77%
would recommend this app

5

4

3

2

1

9.3K

6K

1.4K

258

153

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

Overall it is a great system, they have an awesome trainer that will work with you until you got it. Customer service is also real helpful.
I have been using ProEst for the last year and have for the most part been very happy. The customer support has been very good.
I liked that this software is very simple and easy, and we had free training sessions which was very useful. I also find the take off system and tools very powerful and the database is huge.

Pros

Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.

Cons

Terrible schedule program; visually unable to have clients and vendors understand it.
I do have one complaint which may seem petty, but it is an annoyance.
Building an assembly from scratch is so difficult that they now have someone in house that does this for their customers because its so difficult, think about that.

Cons

Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features37
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assembly Takeoff
  • Assignment Management
  • Audience Targeting
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budgeting/Forecasting
  • Built-In Database
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Cost Database
  • Cost Estimating
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Electrical Estimating
  • Electronic Plans
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Historical Database
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Management
  • Labor Cost Reporting
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple User Accounts
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Plumbing Estimating
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Safety Management
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Tagging
  • Takeoff
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Visual Assemblies
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • XML / RSS
  • Total features206
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assembly Takeoff
  • Assignment Management
  • Audience Targeting
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budgeting/Forecasting
  • Built-In Database
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Cost Database
  • Cost Estimating
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Electrical Estimating
  • Electronic Plans
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Historical Database
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Management
  • Labor Cost Reporting
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Multiple User Accounts
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Plumbing Estimating
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Safety Management
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Tagging
  • Takeoff
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Visual Assemblies
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

Integrations

  • Total integrations16
  • AutoCAD
  • Autodesk Construction Cloud
  • Box
  • DocuSign
  • Dropbox Business
  • FOUNDATION
  • Google Calendar
  • Google Drive
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • OneDrive
  • ProEst
  • Procore
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Revit
  • Sage 300 Construction and Real Estate
  • Xero
  • Zapier
  • Total integrations1317
  • AutoCAD
  • Autodesk Construction Cloud
  • Box
  • DocuSign
  • Dropbox Business
  • FOUNDATION
  • Google Calendar
  • Google Drive
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • OneDrive
  • ProEst
  • Procore
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Revit
  • Sage 300 Construction and Real Estate
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

ProEst logo

ProEst

Not for GCs

Reviewed 4 months ago

We wasted $15k on a product not ready for market. It's easy to surmise why they don't let you try the software before purchasing.

Pros

It is cloud based and the sales team did a good job

Cons

Overall, it is very clunky. Formulas can't use text like Excel. Numbers in estimating spreadsheet are locked to the take-off. Changing them is a multi-step process. Difficult when bid hour is approaching. Bid Day was one of the features that pushed us toward ProEst. In our first training we were told it didn't work, but updates are coming. It's been a year, no updates. The list goes on....

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

ProEst logo

ProEst

Daily User

Reviewed 2 years ago
Pros

Proposal Writting is made easy and summary reports.

Cons

Learning curve when first using this software. some features from ProEst did not transfer to the cloud version.

Vendor response

Thanks, LeAndrew, for taking the time to share your thoughts with us! We're happy to hear that ProEst has made proposal writing and reporting easy.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

ProEst logo

ProEst

Liars

Reviewed 5 years ago

They are not truthful in their abilities and they sold us a server based version which when they started training they wouldn’t give us and wanted us on the cloud which has very little functionality. Had to fight with them for a month to get the server base and they said they wouldn’t support in the near future plus they never gave us the databases that they claim to have. They are a rip off artist so avoid at all cost.

Pros

There is absolutely nothing we liked about this product or company except the sales pitch and presentation.

Cons

If you are an mep contractor this is not the software for you. They say they have their on databases but after many request they could never provide them. They wanted us to build all databases from scratch which would require a full time person about 6 to 8 months due to the number of databases you would need. They don’t listen to the customer and we finally just uninstalled the software and broke off communication with them

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

ProEst logo

ProEst

Overall good for the money

Reviewed 4 years ago
Pros

Ease of use Reporting Predefined database's to fit specific company needs Onscreen takeoff and estimating software in one Cloud or Desktop

Cons

No live tech support or chat support. Must submit a support ticket and wait for a call back. No way to change database and have it reflect on templates without updating templates individually Training is not free

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

ProEst logo

ProEst

Great potential, poor execution

Reviewed 3 years ago

Our experience with ProEst started good, and went downhill quickly. The salesman attached to our account was helpful and able to demonstrate the product well, but did not fully address any limitataions of the product he was selling, even after we described our intended use case. The big red flag was, when asked to be able to trial the software for a week (or less!), they were not able to honor that...

Pros

Our company is transitioning from self hosted, installed software to cloud SaaS products. This is one of the few estimation softwares that is completely cloud based. The ability to route estimations through workflows, maintain a shared cost database, and produce good looking reports from the system were all high points. Even the user interface was clean and uncluttered.

Cons

The software lacks KEY features that limit it's usability. Our core issue was the inability to copy takeoff or assembly information from one page of a drawing to another. 100% of multifamily developments have shared elements between levels of the building, and to recreate these from scratch every time instead of copying them from another page wiped out all the time savings of assemblies and workflows. There is NO other estimation/ takeoff tool that lacks this functionality. Additionally, there are no keyboard shortcuts (... in 2019). This is a significant slowdown when estimating large projects.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

ProEst logo

ProEst

ProEst is OK

Reviewed 5 years ago

Our suggestions for improvement are taken seriously.

Pros

It's easy to use and the customer support is really great. The Report Center was the draw to the software (and that it's cloud based).

Cons

The report center isn't quite what it's cracked up to be. I thought we could do more with the reports, but the capabilities are rather limited.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

ProEst logo

ProEst

Ok but not great.

Reviewed 2 years ago

So so.

Pros

Nothing stands out. The desktop version seemed more complete while the cloud based seems like it was rushed out, missing key features that the desktop version had. Disappointed.

Cons

Clunky, poor flow of program through estimates, reports etc. No material cost table like the desktop which is a major con. Submitted requests, never hear back from support. No updating option when exporting to accounting, a feature that was part of the desktop version.

Vendor response

Hi Kirk, thank you for taking the time to share your thoughts about ProEst. We're sorry to hear that you've missed some of the old features from before ProEst switched to the Cloud. We hope that our many product updates over the last several months have resolved some of your issues. We're constantly rolling out new features, but if you're still experiencing problems, please reach out to your account manager and they'll be happy to assist you.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ProEst logo

ProEst

ProEst is a Pro Software

Reviewed 10 months ago
Pros

The most impactful features in ProEst are the formula variables and algorithmic equations you can used to rate your own assemblies. This allows the user to essentially create their own take off software within ProEst. Customization is amazing!

Cons

ProEst is cloud based. This means you can not use the program while offline; this may not be a problem to most people, however if you do not have internet or would like to work without an internet - you cant.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ProEst logo

ProEst

ProEst

Reviewed 2 years ago

Overall it is a great system, they have an awesome trainer that will work with you until you got it. Customer service is also real helpful.

Pros

I like the fact they have modernized the software to a cloud based system, also like the fact 2 people can work in the same estimate at the same time.

Cons

I think that they need to work on adding features, the reports are a little hard to manipulate especially when you are trying to allocate. Its a little overwhelming at first to figure out how to use.

Vendor response

Thank you, Helen, for taking the time to review ProEst. We appreciate your feedback. We're glad ProEst has been a good fit for your company and that you've found our trainer and customer service team helpful!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

ProEst logo

ProEst

Difficult software to use and generated ZERO takeoffs for our office. We wasted nearly $6000!

Reviewed 2 years ago

If they offered a Free Trial, there is zero chance I would have purchased the software. Mid way through my ownership they rolled out the cloud based application of the software and it was garbage, lost of glitches, very slow response, etc. If they dont offer a free trial, there is no money back guarantee (not even 24 hours), etc., you should probably ask why this is their policy. Anybody can get a customer, only the best can keep them.

Pros

There was honestly nothing I liked. It was a very bad experience, not to mention lightened the company bank account by almost $6,000.

Cons

Building an assembly from scratch is so difficult that they now have someone in house that does this for their customers because its so difficult, think about that. Setting the software up on my desktops was very time consuming and took their IT guys a few attempts. Its not as simply as downloading an executable, running it, entering the serial key and off to the races. The time investment was in the hours to set up PER machine. During demo is wasnt mentioned that building assemblies required programming of formulas to build the assembly.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

ProEst logo

ProEst

Did not perform they way it was sold to us

Reviewed 6 years ago

We wanted an estimating software that would be for a general contractor and therefore not so detailed. We also needed it to function with our virtual server. the sales people said it could accomplish all of these goals only to find out once we purchased it and started training that it did not do any of these things. We canceled our order after 2 weeks and they would not refund any of our fees.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

ProEst logo

ProEst

This reviewer only left a rating

Reviewed 9 years ago

I've have implemented this software in the residential home building industry. By estimating the budgets for newly designed product, it has literally saved the company hundreds of thousands of dollars. The estimates proved to be so accurate, we used the numbers from the trade budgets (42 trades) to negotiate contracts in our procurement process. The trade budgets generated provided final sales pricing with gross profit margins to our exact expectations. It all about how you set-up the software.

Pros

No pros were added to this review

Cons

No cons were added to this review