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Salesforce Sales Cloud vs Workiz 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
Workiz
4.4
(218)5
149
4
43
3
9
2
7
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.
With Workiz, field service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets and Google Calendar. Workiz provides an easy-to-use platform which allows you to manage your scheduling, invoicing, payment processing, and much more.
- 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 app4.4
218
5
4
3
2
1
149
43
9
7
10
- Value for money
- Ease of use
- Features
- Customer support
77%
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
“it is a system that can integrate several areas and thus be able to work on the same platform, it makes everything more efficient and tasks that are repetitive and take time can be automated, it helps me a lot in the automation process because I save hours of work with tasks that the system can help me do in a very safe way”
Steven M.
system technique
“The intuitive dashboard made it easy to schedule jobs, track technicians, and handle customer communication all in one place.”
SN
Sylla N.
Fabricator
“Overall, the concept is definitely a great business move- to have all you need for business in one app: phone, messaging, automations, invoicing, tech assignment, etc. is very convenient!”
QT
Quandra T.
Administrative Assistant
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
“Appointment rescheduling is a disaster – If a client requests to reschedule, the system does not notify them, and there’s no way to automate this process.”
OC
Oleksandr C.
Owner
Their “smart” answering system is a joke – Genius Answering (Jessica) can’t even tell customers the prices of your services, yet it costs $200 per month!
OC
Oleksandr C.
Owner
“The mobile app, although useful, can occasionally be glitchy, leading to delays in updates or missed notifications.”
SN
Sylla N.
Fabricator
- Vendor responds to reviews
- Last review3 days ago
- Vendor responds to reviews
- Last reviewa year 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
- Asset Lifecycle Management
- Assignment Management
- Audience Targeting
- Audit Management
- Audit Trail
- Auto-Dialer
- Automated Scheduling
- Automatic Backup
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Billing & Invoicing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Tracking
- Callback Scheduling
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- 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
- Computer Telephony Integration
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Cost Estimating
- Credit Card Processing
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Equipment Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- File Storage
- Financial Management
- For AEC Industry
- For Carpet Cleaners
- For Commercial and/or Industrial Electrical Contractors
- For HVAC Companies
- For Handyman Industry
- For Insurance Industry
- For Janitorial Services
- For Locksmiths
- For Mac Devices
- For Plumbing Industry
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- GPS
- Goal Management
- Graphical Data Presentation
- Historical Reporting
- IVR
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Inventory Control
- Inventory Management
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Key Performance Indicators
- Knowledge Base Management
- 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
- Location Tracking
- Maintenance Scheduling
- Marketing Automation
- Medical History Records
- Meeting Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Location
- Multiple Projects
- Offline Access
- Onboarding
- Online Booking
- Online Invoicing
- Online Time Clock
- Opportunity Management
- Patient Communications
- Patient Management
- Payment Collection in the Field
- Payment Processing
- Payroll Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Presentation Tools
- Preventive Maintenance
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Scheduling
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quality Control Management
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Role-Based Permissions
- Routing
- SMS Messaging
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Scheduling
- Secure Data Storage
- Self Service Portal
- Service History
- Status Tracking
- Subcontractor Management
- Subcontractor Monitoring
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Technician Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- Work History
- Work Order Management
- Workflow Management
- Total features136
- 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
- Asset Lifecycle Management
- Assignment Management
- Audience Targeting
- Audit Management
- Audit Trail
- Auto-Dialer
- Automated Scheduling
- Automatic Backup
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Billing & Invoicing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Routing
- Call Tracking
- Callback Scheduling
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- 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
- Computer Telephony Integration
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Cost Estimating
- Credit Card Processing
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Electronic Payments
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Employee Scheduling
- Engagement Tracking
- Equipment Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- File Storage
- Financial Management
- For AEC Industry
- For Carpet Cleaners
- For Commercial and/or Industrial Electrical Contractors
- For HVAC Companies
- For Handyman Industry
- For Insurance Industry
- For Janitorial Services
- For Locksmiths
- For Mac Devices
- For Plumbing Industry
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- GPS
- Goal Management
- Graphical Data Presentation
- Historical Reporting
- IVR
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Inventory Control
- Inventory Management
- Inventory Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Key Performance Indicators
- Knowledge Base Management
- 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
- Location Tracking
- Maintenance Scheduling
- Marketing Automation
- Medical History Records
- Meeting Management
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Currency
- Multi-Location
- Multiple Projects
- Offline Access
- Onboarding
- Online Booking
- Online Invoicing
- Online Time Clock
- Opportunity Management
- Patient Communications
- Patient Management
- Payment Collection in the Field
- Payment Processing
- Payroll Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Presentation Tools
- Preventive Maintenance
- Price Optimization
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Scheduling
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quality Control Management
- QuickBooks Integration
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Role-Based Permissions
- Routing
- SMS Messaging
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Scheduling
- Secure Data Storage
- Self Service Portal
- Service History
- Status Tracking
- Subcontractor Management
- Subcontractor Monitoring
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Technician Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- Work History
- Work Order Management
- Workflow Management
Integrations
- Total integrations36
- Birdeye
- Box
- ClearSlide
- CompanyCam
- Conga Composer
- Crowdstack Pro
- Docusign
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Gong
- Google Calendar
- Google Drive
- Google Workspace
- Gusto
- HubSpot Marketing Hub
- Linxup
- Litmos
- Microsoft Excel
- Microsoft Outlook
- NiceJob
- Outreach
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesforce Platform
- Salesloft
- Slack
- Smartsheet
- Stripe
- SurveyMonkey
- Tableau
- Veeva CRM
- Webinato
- WiseTrack
- WordPress
- Yesware
- Zapier
- Zoom Workplace
- ZoomInfo Sales
- Total integrations14
- Birdeye
- Box
- ClearSlide
- CompanyCam
- Conga Composer
- Crowdstack Pro
- Docusign
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Gong
- Google Calendar
- Google Drive
- Google Workspace
- Gusto
- HubSpot Marketing Hub
- Linxup
- Litmos
- Microsoft Excel
- Microsoft Outlook
- NiceJob
- Outreach
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesforce Platform
- Salesloft
- Slack
- Smartsheet
- Stripe
- SurveyMonkey
- Tableau
- Veeva CRM
- Webinato
- WiseTrack
- WordPress
- Yesware
- Zapier
- Zoom Workplace
- ZoomInfo Sales
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