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Salesforce Sales Cloud vs Document360 Comparison (2026)
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Good recommendations?
Salesforce Sales Cloud
4.4
(18.8K)5
10.3K
4
6.4K
3
1.5K
2
264
1
166
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Document360
4.7
(292)5
202
4
83
3
5
2
1
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Salesforce Sales Cloud gives you a 360° view of your contacts, pulling in social activity, campaign and communication history, key contacts & deals, and more.
Document360 is an AI-driven knowledge management platform that empowers teams to create, organize, and share content effortlessly. With intelligent search, automated content suggestions, and analytics, it streamlines knowledge sharing and ensures easy access to critical information.
- 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
User reviews
4.4
18.8K
5
4
3
2
1
10.3K
6.4K
1.5K
264
166
- Value for money
- Ease of use
- Features
- Customer support
71%
would recommend this app4.7
292
5
4
3
2
1
202
83
5
1
1
- Value for money
- Ease of use
- Features
- Customer support
90%
would recommend this appPros
“It is a powerful CRM that helps organize sales processes, improve visibility, and keep customer information structured. Once users understand the system and the workflows are configured properly, it becomes a strong tool for managing customer relationships, tracking opportunities, and improving collaboration across teams.”
Basel E.
IT
“With salesforce cloud , i can see complete view of the customer in seconds like there their billing history , previous conversation , outstanding bill , even the payment link and also its lot easier to update payment methods.”
AD
Arnold D.
Collection lead Iqor
“Salesforce Sales Cloud is a robust and enterprise-grade CRM solution that significantly improves sales process visibility and management. While it requires time to learn and properly configure, it becomes a highly effective tool for tracking pipelines, automating workflows, and generating insights once fully implemented.”
SS
Swaminathan S.
ERC Sr. Associate
Pros
“There are also certain limitations around features such as API token usage, daily export size limits, and other usage caps that can introduce additional costs or operational constraints for teams managing documentation at scale. While none of these are deal breakers, improving flexibility, transparency, and turnaround time for enhancements would make the platform much stronger.”
VS
Vignesh S.
Sr Manager
“Finally, the ability to embed media, add callouts, and structure content clearly makes it well-suited for technical writing, especially when you need to explain workflows or systems in a readable way.”
Himani B.
Technical Writer
“I especially liked its strong knowledge base organization, version control, analytics, and collaboration features, which make it suitable for both small teams and enterprise environments.”
SP
Sumukh P.
Assistant Manager
Cons
“The main drawbacks are the high total cost of ownership and the steep learning curve, as essential features often require expensive add-ons and a dedicated administrator to manage the complex setup. Despite the modern UI, the platform can still feel cluttered and unintuitive, requiring significant training for new users to navigate daily tasks efficiently.”
RAUL M.
Software support
“Salesforce is a sort of everything for everyone CRM which means it does not have a solid interface, but one that is customizable, but at the same time very disorganized”
Toni M.
Director of Market Research
“One minor complaint I have is that the reporting features can be a bit clunky at times, and it took a bit to figure out how to get the data we needed.”
IW
Isla W.
Sales Operations Manager
Cons
“Another concern is that several smaller usability or product issues tend to get converted into feature requests, but without a clearly defined GA timeline, making planning difficult.”
VS
Vignesh S.
Sr Manager
“We have also experienced some friction with features such as HTML export, which can be buggy at times and often takes a while to get addressed.”
VS
Vignesh S.
Sr Manager
“Bulk actions, restructuring categories, or moving multiple articles are not always as efficient as expected.”
Himani B.
Technical Writer
- Vendor responds to reviews
- Last review8 days ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features180
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- 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
- Catalog Management
- Change Order Management
- Change Tracking
- 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 Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Discussions/Forums
- Document Management
- Document Storage
- Documentation Management
- Drag & Drop
- Drag & Drop Editor
- Drip Campaigns
- Dynamic Modeling
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Feedback Management
- 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
- For the IT sector
- Forecasting
- Full Text Search
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Library
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multiple Projects
- Onboarding
- Online Forums
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-built Templates
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order 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
- Rich Text Editor
- Role-Based Permissions
- SEO Management
- SSL Security
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Search/Filter
- Self Service Portal
- Single Sign On
- Social Media Integration
- Surveys & Feedback
- Tagging
- Templates
- Text Editing
- Third-Party Integrations
- User Management
- Version Control
- WYSIWYG Editor
- Website Integration
- Widgets
- Wiki
- Workflow Automation
- Workflow Management
- Total features57
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- 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
- Catalog Management
- Change Order Management
- Change Tracking
- 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 Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Discussions/Forums
- Document Management
- Document Storage
- Documentation Management
- Drag & Drop
- Drag & Drop Editor
- Drip Campaigns
- Dynamic Modeling
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Feedback Management
- 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
- For the IT sector
- Forecasting
- Full Text Search
- Goal Management
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Library
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Listing Management
- Live Chat
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multiple Projects
- Onboarding
- Online Forums
- Opportunity Management
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-built Templates
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order 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
- Rich Text Editor
- Role-Based Permissions
- SEO Management
- SSL Security
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Search/Filter
- Self Service Portal
- Single Sign On
- Social Media Integration
- Surveys & Feedback
- Tagging
- Templates
- Text Editing
- Third-Party Integrations
- User Management
- Version Control
- WYSIWYG Editor
- Website Integration
- Widgets
- Wiki
- Workflow Automation
- Workflow Management
Integrations
- Total integrations36
- Birdeye
- Box
- Chrome Enterprise
- ClearSlide
- Conga Composer
- Crowdin
- Crowdstack Pro
- Docusign
- Drift
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Gong
- Google Drive
- Google Workspace
- Hotjar
- HubSpot Marketing Hub
- Litmos
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Mixpanel
- Outreach
- Professional Services Cloud
- QuickBooks Online
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesloft
- Segment
- Slack
- Smartsheet
- SurveyMonkey
- Tableau
- Veeva CRM
- Webinato
- WordPress
- Yesware
- Zapier
- Zoho Desk
- Zoho PageSense
- ZoomInfo Sales
- Total integrations11
- Birdeye
- Box
- Chrome Enterprise
- ClearSlide
- Conga Composer
- Crowdin
- Crowdstack Pro
- Docusign
- Drift
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Gong
- Google Drive
- Google Workspace
- Hotjar
- HubSpot Marketing Hub
- Litmos
- Microsoft Excel
- Microsoft Outlook
- Microsoft Teams
- Mixpanel
- Outreach
- Professional Services Cloud
- QuickBooks Online
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesloft
- Segment
- Slack
- Smartsheet
- SurveyMonkey
- Tableau
- Veeva CRM
- Webinato
- WordPress
- Yesware
- Zapier
- Zoho Desk
- Zoho PageSense
- ZoomInfo Sales
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