The short version
Stay with Salesforce if you want sales, service, marketing and Slack in one app, with room to grow into the rest of Salesforce. Pick Palby CRM if your customers message you on WhatsApp and what you need is the list of who to follow up today.
Who should pick which
Stay with Salesforce if
- Your team works in Slack and wants the CRM connected to it
- You want email nurture campaigns and support in the same app as your pipeline
- You'd like a 30-day trial before you pay
Pick Palby CRM if
- Your customers write to you on WhatsApp, and you want each chat on their record
- You want one list of everyone due a follow-up today or overdue
- You want a pipeline that starts with your trade's stages