Name: Salesforce Platform
Rating: 4.36734693877551 (392 reviews)

Salesforce Platform vs Notion

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

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

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.

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

Task Editing

To-Do List

Project Tracking

Commenting/Notes

Prioritization

Workflow Management

Resource Management

Time Tracking

Reviews for Notion come from a wide variety of industries, including computer software (11% of reviewers), information technology and services (9%), and marketing and advertising (9%). The most frequent use case for Notion cited by reviewers is task management (56% of reviewers).

Reviewers appreciate the generous free plan and affordable paid options, with some users saying it helps them save money and consolidate tools. However, some reviewers find the pricing structure confusing and report that costs rise quickly for larger teams.

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

Notion is a task management tool offering key features such as knowledge base management, task editing, project planning and scheduling, support for multiple projects, and task progress tracking, among others.

Proprietary

Notion

monday.com

Evernote Teams

Airtable

Microsoft OneNote

ClickUp

Google Docs

Basecamp

Coda

Dropbox Business

Wrike

Todoist

Fusebase

Google Drive

Miro

Free

Plus

Business

Enterprise

Limited offline functionality

Sr. Data Researcher Executive

One of the thing I've encountered with Notion is it's reliance on an internet connection. Although it does offer a mobile app, the offline functionality is somewhat limited, which can be a drawback when working in areas with unstable or no internet access.

Managing Member

I am concerned that this is an online tool and if internet is down or the service is down, project management will stop -- this is a business continuity concern.  

76% of reviewers feel negative about Notion’s offline access. Users say the platform’s reliance on an internet connection is inconvenient, especially when traveling, commuting, or working in areas with unstable connectivity. They mention that offline mode is unreliable or requires preloading pages, making it difficult to access or update notes without Wi-Fi. Reviewers express concern about business continuity and find it frustrating to be unable to work seamlessly offline, particularly compared to other tools with stronger offline support.

Mobile app limitations

Software Developer 

The mobile app needs improvement it is not as user friendly as on the web and sometimes I encounter bugs.

asst digital merchandiser

I also tried installing the mobile app for my work phone and the app isn't as functional on my device vs. a laptop or desktop.

48% of reviewers feel negative about Notion’s mobile experience. Users report that the mobile app is slower, less responsive, and less feature-rich than the desktop version. They mention issues with loading times, cramped interfaces, and missing or limited functionality. Reviewers find editing and navigation more difficult on smaller screens, and note that the app can be buggy or crash, especially with large files or poor internet. Many say the mobile experience does not match the usability of competing productivity apps.

Sluggish performance on large tasks

Digital Strategist

Notion can sometimes be slow, especially with larger databases or when used extensively with complex pages.

Company Director

In additional, the software can be a bit slow at times, particularly when you have a lot of content in your workspace.

83% of reviewers feel negative about Notion’s performance and speed. Users report frequent slowdowns, lag, and long loading times, especially when working with large databases, complex pages, or rich media. They mention that both desktop and mobile apps can freeze or become unresponsive, impacting productivity. Reviewers also highlight delays during real-time collaboration and syncing, and note that performance issues are more pronounced on mid-tier or mobile devices. These slowdowns are a recurring frustration for those managing extensive content.

Complex and cluttered navigation

TaxTech

The UI is cluttered, it is hard to navigate, too many content categories.

Project Manager

The only thing that is difficult to navigate with Notion is that it's sometimes hard to start new templates because there are so many options to choose from. If this could be dumbed down a bit, it would work much better.

37% of reviewers feel negative about Notion’s navigation. Users indicate that the interface can be overwhelming, especially for beginners, due to the abundance of options and features. They report difficulty finding specific pages, navigating between notes, and using shortcuts or filters. Reviewers mention that the layout can become cluttered, making it hard to stay organized or locate information quickly. Some say the learning curve for mastering navigation and setup is steep, leading to initial confusion and inefficiency.

Restrictive text formatting options

 Directora ingenieria producto

the text editor can be a bit limited in terms of formatting options, which can be a problem for those who need more customization.

Director of Photography

You can't just copy a whole entry and paste it into google docs or an email with out having to fix it on the paste side of things.

35% of reviewers feel negative about Notion’s text formatting. Users find the formatting tools limited compared to traditional word processors, citing issues with font choices, spacing, and block-based editing. They report challenges copying and pasting content between Notion and other platforms, often resulting in lost or messy formatting. Reviewers mention difficulties with tables, images, and exporting documents, as well as unintuitive controls for editing or highlighting text. These limitations hinder their ability to create polished, professional documents.

Productivity and workflow booster

95% of reviewers feel positive about Notion’s impact on productivity. Users report that consolidating multiple tools into one platform streamlines their workflow and reduces context switching. They highlight integrations with other productivity apps, customizable templates, and effective task tracking as key benefits. Reviewers say Notion helps them stay organized, manage time better, and improve efficiency for both personal and professional tasks. Many mention that having all information centralized increases their ability to plan, execute, and monitor progress.

Salesforce Platform vs Notion Comparison (2026)

Salesforce Platform

Notion

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives