Salesforce is not really a product, it is a platform: everything can be configured, which is why it is powerful and why it takes a consultant to set up. A company of twenty people that sells a service does not have a CRM problem — it has a "we sent the quote, did they answer, and who is doing the work now" problem. That is a much smaller thing, and it should not require a project.
| Salesforce | Delorean | |
|---|---|---|
| Quotes | Complete, configurable, with approval flows | Header plus line items, sequential numbering per company, states |
| Pipeline | Opportunities, stages, forecasting, dashboards | Simpler: the state of the quote and who it is with |
| Catalogue | Products and price books | A catalogue you publish on your own page |
| After the sale | Another cloud, or an integration | The same product: the project, the tickets and the money owed |
| Setup | A project, usually with a partner | You turn the module on |
| Online payment | Yes, through the ecosystem | Not yet — sending a quote to be paid from a link is on the roadmap |
| For whom | Sales organisations with a defined process | Companies that quote, deliver and invoice with the same people |
Written from each product's public documentation. They are mature tools and this page says where they are still better. No prices here: they change on their own and the page would end up lying without anyone touching it.
For a small or mid-sized company that quotes and delivers, yes. For a sales organisation with territories, forecasting and a defined process, Salesforce is another category and this does not compete with it.
Opportunity pipelines, forecasting, territory management, sales sequences, an enormous app ecosystem, and configuration for almost any process.
It joins the sale to the work: the quote, the project it turns into, the tickets, the documents and the money owed are the same product with the same team.
A header and line items, with sequential numbering per company and states so you know what was sent, accepted or rejected.
Not yet. Sending it as a link the client opens without an account, and paying it there, is on the roadmap and is not available today.
Yes, on your company's own public page, at your own domain.
The marketing section brings competitor and industry news into the company, so it does not depend on someone remembering to look.
No. That is most of the point.
Yes — receivables are part of finance, in the same product.
Not yet. Monthly close and an accountant export are on the roadmap.