Name: Salesforce Platform
Rating: 4.36734693877551 (392 reviews)

Salesforce Platform vs monday.com

Jira

viaSocket

Zapier

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

viaSocket is a cloud-based and AI-enabled workflow automation tool that enables users to create workflows with prompts. Key features include conditional logic, webhooks, custom APIs, and security.

Zapier connects the web apps SMBs use every day so you can save time, automate tedious tasks, and focus on what matters most. In just a few minutes, you can set up automated workflows using 6,000+ of the most popular web apps—no code required. 


Salesforce App Cloud’s Lightning Process Builder allows users to automate business workflows by building custom apps & integrations using point-and-click tools

Reporting/Analytics

Access Controls/Permissions

Third-Party Integrations

Collaboration Tools

Alerts/Notifications

Document Management

Drag & Drop

Approval Process Control

By industry, Salesforce Platform reviewers are most commonly professionals in computer software (18%). The most frequent use case cited by reviewers is workflow management (73%).

Users and use cases

Some users say Salesforce Platform provides good value for nonprofits with free licenses and no hardware fees. Reviewers appreciate its features, but they find high licensing costs, paid add-ons, and expensive consultants reduce overall value for money.

Value for money

The Salesforce Platform integration most frequently cited by reviewers is Slack, a team communication product rated 4.4 out of 5 for its integration with Salesforce Platform.

Integrations

Salesforce Platform is a workflow management solution offering key features such as customizable fields and reporting/analytics, among others.

Salesforce Platform

Web-based

Windows

iPhone

Linux

Android

iPad

Odoo 

Trello

Platform Starter

Platform Plus

High and increasing costs

Vice President, Fishbowl Partner Nation

The product is so embedded in all that we do and are and with a lack of comparable products to move to, we feel like we are trapped and forced into paying the new prices every year.

72% of reviewers feel negative about Salesforce’s pricing. Users think the product is expensive, with costs rising for additional licenses, plug-ins, and required customizations. Some reviewers report that setup and ongoing maintenance often demand outside consultants, which adds significant expense. They say the platform’s complexity can lead to high implementation and training costs, making it less accessible for small businesses or those with limited budgets. Many users feel frustrated by frequent price increases and the perception of being locked into costly annual commitments.

Comprehensive lead management tools

I love how this platform works and integrates with so many other tools, allowing for easy tracking and monitoring of leads, successes,etc in the client life cycle

92% of reviewers feel positive about Salesforce’s lead tracking capabilities. Users think the platform makes it easy to monitor leads, opportunities, and sales progress across departments. Reviewers appreciate being able to assign leads, automate follow-ups, and view detailed analytics for forecasting. Some users say the integration with other tools and the ability to organize and update lead information in bulk are particularly helpful. They find that tracking the entire client lifecycle and ensuring no leads are missed is crucial for their sales and marketing operations.

Highly adaptable CRM platform

89% of reviewers feel positive about Salesforce’s customization options. Users say the platform allows them to tailor workflows, fields, dashboards, and objects to fit their unique business needs. Reviewers appreciate the flexibility to personalize the system for different industries and scales, often mentioning the ease of creating custom solutions and integrating other essential products. Some users report that advanced customization enables them to improve efficiency and address specific requirements, making the platform valuable for diverse organizational processes.

Service Hub Representative

It’s a robust, flexible system that can transform how teams manage customer relationships, automate processes, and analyze data. Once you get past the initial learning curve, it becomes an incredibly valuable tool that supports efficiency and growth

Senior Marketing and Communications Specialist

From a marketing and communications perspective, Salesforce shines when it comes to data depth. When structured well, it enables meaningful insights into audiences, journeys, and long-term engagement that simpler tools just can’t provide.

Senior Account Executive

I benefit most from the ability to edit and track my sales pipeline (with great visual charts), create and track tasks to better structure my day, and it has great integrations with other systems I use.

Salesforce is incredibly powerful and flexible. If you need a CRM that can scale with your organization, handle complex data relationships, and adapt to highly customized workflows, it’s hard to beat.

Owner

I love utilizing the campaigns and reporting features for marketing to understand attribution and ROI for various different marketing campaigns.

Pharmacist

I only wish it would be customizable and have the ability to easily limit the amount of information on one page to limit scrolling and clicking.

Engagement Officer

I like how at both places I have used Salesforce, it is so customisable and adaptable to the organisational needs, it has customer data, sales, marketing but also a strong dashboard and pipeline tracker.

I really like working in Salesforce platform due to its versatility and ability to access ample amount of information in the same tab.

Safely stores all the data I need for my position and helps me better navigate my day to day tasks.

Account Executive

Love the system, as I mentioned it's a great tool and I use it everyday to put together all my notes, and keep my pipeline up-to date.

Records Specialist

Overall I enjoy using Salesforce, it has the capability of providing a great way to manage customer data for researching accounts while allowing you to add notes and process payments quickly.

Sr. Sales Enablement Specialist

The capabilities of Salesforce are unmatched in terms of the infinite number of tools that can be integrated, the customization flexibility, and the ability to create a variety of reports.

Manager, FPandA - Sales Compensation

The number of objects/tables can be a bit overwhelming when trying to build reports - this is partly just a learning curve issue, but it can be challenging to build a report without understand how all the objects connect.

Salesforce gets a lot of hate, but at the end of the day, it is a great platform with loads of functionality, and it is customizable to just about any organization.

Admin RD Consulting

Overall, the out of box experience is pretty simple and it has a great ability to scale to meet needs and exceed project management expectations.

Salesforce Consultant

In summary, despite some challenges, Salesforce’s robust customization, automation, and support resources make it a powerful tool for enhancing business processes and driving growth.

Software engineer

An all inclusive suite where we can manage data and create workflows all in one platform instead of using separate tools or platforms.

New Business Representative

I've used salesforce for over 3 years now and it has been one of the most useful tools I've had in my life when it comes to sales roles, with just a few caveats.

Although Salesforce is highly customizable, certain limitations within its framework can make it difficult to implement very specific or unique requirements without resorting to workarounds or third-party solutions.

Branch Office Administrator

There are different calendar views, where I might miss something on the calendar, I might catch on the day at a glance.

Salesforce allows my company to help provide the most efficient way to work with our customers.

Proposal Project Manager

I also love that just any user can't manipulate it and Salesforce truly tracks when things are done in the system, down to the exact time!

To get the most out of Salesforce, you need real investment—either in staff expertise, consultants, or both.

Contractor

Owner - Licensed Advisor

Its strong development for community support and regular updates further contribute to a positive user experience.

Salesforce Platform est a unique and very usefull tool for any company that needs to keep track of its business.

Membership Manager

We were also able to assist customers very easily with items such as account updates and reset.

Senior Manager, Information Technology

Salesforce is the complete CRM system that all companies need; its wide catalog of products works for any company's industry.

Clicking on any link can take me to the related records - I wish more SaaS tools I use worked the same way.

Sales Manager

I could be waiting for a few minutes at times just to load the next page.

I used salesforce in conjunction with SunRun, the platform was super smooth to use and train reps to use as well.

Without that, it’s easy for the system to feel overwhelming, slow, or underutilized.

Install technician

Makes jobs easier for Frontline employees to access client information and provide fast efficient response.

I also appreciated the amount of time our account rep spent with our group to ensure all of our training needs were met.

I would like there to be an option to mark an appointment as “rescheduled” instead of just “canceled”.

What I loved about using salesforce was that we could see a lot of information about the customer in one place.

Admin Consultant

I’ve worked with other similar platforms and nothing comes close to how intuitive Salesforce has been.

It is easy for us to make adjustments when we need to and seldom need help from their customer support folks.

Love the task managing, customer support and provides value for money.

Content Moderator

Somes a call would take place and a person's information didn't populate so I had to input it manually.

Co-Founder

Incredibly powerful tech to automate nearly every marketing channel in a large scale business. Once its built out, you'll never need another marketing tech product.

It’s nice being able to bounce back and forth between coworkers tasks in case I need to make a quick change.

I was able to locate customers when calls came through.

Engineer

All in one data capture tool to collaborate between teams and regions in an organization.

Contact Centre Agent

I love how we can open multiple pages on one page and we do not have to open a different tab.

Can track inventory, issues, cases, business opportunities all in one place.

What I didn't like, or probably had not learned, was how to integrate auto-assign by message types.

Parts Manager

You can report, and collect data to track down results, forcast and more.

My company is looking for a new CRM and I’m highly recommending Salesforce and their awesome automation.

Customer Marketing

Lead Tracking

Data Management

Reporting

Account Management

Customization

Information Management

Business Growth

Workflow Automation

Small Business

Freelancers

Large Enterprises

Mid-size Business

Some users say Salesforce Platform offers significant value for nonprofits, with free licenses for up to ten users, and appreciate cost savings from no hardware or maintenance fees. Reviewers appreciate the extensive features and customization options, but they find the high licensing costs, required paid add-ons, and frequent need for costly consultants or administrators to be major drawbacks. Some reviewers feel the platform’s complexity increases setup and maintenance expenses, making it less cost-effective for small businesses. Users think ongoing price increases and the cumulative cost of customization and integrations reduce its overall value for money.

Salesforce

Clockify

Clockify is a time tracking app that helps teams track work hours across projects. For unlimited users, project and client managers can measure employee productivity, track the progress of every project and do all necessary reporting and administration work in one place.

Asana

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Join more than 152,000 customers who plan, manage, and track projects smarter with monday. com - the customizable platform built to adapt to your way of working. Streamline workflows with no-code automations, centralize work by integrating your favorite apps, and collaborate in real-time. 


Multiple Projects

Prioritization

File Sharing

Gantt/Timeline View

Kanban Board

Time & Expense Tracking

Milestone Tracking

Issue Management

Billing & Invoicing

Resource Management

Budget Management

Reviews for monday.com come from a wide variety of industries, including marketing and advertising (11% of reviewers), computer software (7%), and information technology and services (6%). The most frequent use case for monday.com cited by reviewers is project management (60% of reviewers).

Some users report that monday.com’s free plan and trial help them test basic features, and reviewers appreciate the flexible pricing tiers for small teams. However, some users say paid plans are expensive and restrictive, especially for individuals.

The monday.com integrations most frequently cited by reviewers are: Slack (a team communication product rated 4.7 out of 5 for its integration with monday.com), Gmail (an email management product, 4.7), and Google Drive (a cloud storage product, 4.7).

monday.com is a project management program offering key features such as project planning/scheduling, task management, task progress tracking, and workflow management, among others.

monday.com

Wrike

Airtable

Basecamp

Notion

ClickUp

Smartsheet

Bitrix24

Microsoft Teams

Google Sheets

Microsoft Excel

Miro

Todoist

Zoho CRM

Free

Basic

Standard

Enterprise

Occasional lag and slowdowns

manager

Lastly, it's worth mentioning that Monday.com relies on a stable internet connection to function properly, so if the internet connection is weak or unreliable, it can cause problems such as slow performance, dropped connections or even lost data.

67% of reviewers feel negative about Performance and Speed in Monday.com. Users report experiencing lag, slow response times, and delays when navigating large boards or handling significant amounts of data. Some reviewers say these slowdowns disrupt their workflow, especially during time-sensitive tasks or when multiple users are active. They indicate that performance issues are more noticeable with complex projects, heavy document uploads, or unstable internet connections. Many find that these interruptions can reduce productivity and cause frustration during daily operations.

Limited mobile app functionality

Data Scientist

There have also been many cases where the mobile app doesn't function as well as the desktop version, which is frustrating when trying to manage tasks on the go.

Capture Manager

Additionally, the mobile app can be glitchy and lacks some important desktop features, making it difficult for remote team members to stay on top of their tasks.

42% of reviewers feel negative about the Mobile Version of Monday.com. Users indicate that the mobile app lacks many features available on the desktop version, making it less suitable for managing tasks on the go. Reviewers mention that the app can be glitchy, slow, or unintuitive, with difficulties in navigation, editing, and viewing boards. Some users find the interface inconsistent between devices and report that key functions are missing or harder to access. Many feel that these limitations hinder productivity for remote or mobile team members.

Recurring bugs and glitches

Director of Marketing

Additionally, when searching online for reviews of Monday.com, you are unable to find any unless they are listed on their website, all showing positive and gleaming reviews, of course. When you go to Reddit, Facebook, etc. you find true reviews of people trying to spread the word that their platform consistently crashes.

journalist 

Occasionally the app crashes, I believe there are bugs which cause the crash.

52% of reviewers feel negative about Bugs and Issues in Monday.com. Users report encountering system glitches, occasional crashes, and problems with certain features such as search, reporting, and integrations. Some reviewers mention difficulties with language translations, exporting data, or updating tasks. They say that these technical issues can disrupt work, make it harder to find information, or cause confusion among team members. Many users feel that while some bugs are minor, recurring problems can impact reliability and user confidence.

Overwhelming and rigid notifications

Reliability Engineer

The mailing and subscription is killing me, even when adjust the mailing setting it keeps sending statuses and other info on daily basis, and for that I needed to shut down it all.

40% of reviewers feel negative about Email Notifications in Monday.com. Users say the notification system can be overwhelming, with excessive or poorly organized alerts that clutter inboxes and distract from important updates. Reviewers mention difficulties in customizing notification preferences, managing alerts across multiple boards, and integrating with email providers like Gmail or Outlook. Some users report missing critical notifications or finding it hard to track relevant messages. Many feel that the current setup complicates communication and makes it harder to stay focused on key tasks.

High and restrictive pricing structure

University Intern 

The pricing can be a barrier for small businesses or teams with tight budgets, as the fees can be relatively high, especially when advanced features are required.

Delivery Lead

In reality I didn't continue using it as my trial period ended and I was looking for a tool for my individual use and the license I had to pay was for three or 4 extra users which increased the cost too much for my budget.

54% of reviewers feel negative about Pricing in Monday.com. Users frequently mention that the subscription costs are high, especially for small teams or individual users. Reviewers indicate that advanced features and integrations are often locked behind higher-tier plans, making it difficult for budget-conscious organizations to access full functionality. Some users express frustration with the minimum seat requirements and the lack of affordable options for freelancers or small businesses. Many feel that the cost increases rapidly as team size or feature needs grow.

Versatile platform adaptability

Customer Service Manager

I love the flexibility and the way boards can be created to cater for different needs.

94% of reviewers feel positive about Flexibility in Monday.com. Users note that the platform is highly adaptable, allowing them to customize boards, workflows, and views to fit diverse business needs. Reviewers appreciate that the software can be tailored for different industries, roles, and project types, making it suitable for a wide range of use cases. They say the flexibility supports scalability as organizations grow and enables creative solutions for unique processes. Many users value the ease of integrating with other tools and adjusting configurations as requirements change.

Salesforce Platform vs monday.com Comparison (2026)

Salesforce Platform

monday.com

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives