Salesforce vs Quicken
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Salesforce
Salesforce is the world's leading CRM platform used by over 150,000 businesses of all sizes. It offers a highly customizable suite of sales, service, marketing, and analytics tools. Salesforce is the gold standard for enterprise CRM but has solutions for businesses of all sizes through its Starter and Pro plans.
Quicken
Quicken is a personal finance and small business accounting tool with decades of history. It helps small business owners track income, expenses, invoices, and taxes with a desktop-first approach.
Pros
- ✓Most powerful and customizable CRM on the market
- ✓Massive ecosystem with 3,000+ AppExchange integrations
- ✓Industry-leading reporting and analytics
- ✓Strong community and support resources
Cons
- ✗Expensive and complex for small teams
- ✗Long implementation timelines for enterprise deployments
- ✗Requires dedicated admin resources to get the most out of it
Pros
- ✓Long track record and trusted brand
- ✓Good for very small businesses and sole traders
- ✓Strong personal finance features
- ✓One-time or annual pricing
- ✓Desktop and mobile access
Cons
- ✗Feels dated compared to cloud-native tools
- ✗Desktop-first approach limits collaboration
- ✗Not suited for growing businesses
- ✗Limited integrations
Salesforce vs Quicken: Side by Side
| Factor | Salesforce | Quicken |
|---|---|---|
| User Rating | N/A | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Paid | Paid |
| Starting Price | Custom pricing | Contact for pricing |
| Best For | Mid to large enterprises needing a highly customizable CRM | Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking |
| Our Pick | — | — |
Salesforce Features
- ✓Contact and lead management
- ✓opportunity tracking
- ✓workflow automation
- ✓AI insights
- ✓reporting and dashboards
- ✓AppExchange integrations
- ✓mobile app
Quicken Features
- ✓Personal finance
- ✓budgeting
- ✓investment tracking
- ✓bill management
- ✓tax planning
- ✓reporting
Pricing Comparison
Our Take
Choose Salesforce if mid to large enterprises needing a highly customizable crm. Choose Quicken if sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking.
Best For
Mid to large enterprises needing a highly customizable CRM
Best For
Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking
Also Consider
If neither Salesforce nor Quicken is the right fit, Monday.com CRM is worth evaluating.
Monday.com CRM
Teams that want CRM and project management combined in one visual platform
From $12/user/mo
Frequently Asked Questions
What is the difference between Salesforce and Quicken?
Salesforce is best for mid to large enterprises needing a highly customizable crm. Quicken is best for sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking.
Which is better, Salesforce or Quicken?
Choose Salesforce if mid to large enterprises needing a highly customizable crm. Choose Quicken if sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking.
How much does Salesforce cost?
Salesforce starts at Custom pricing. Pricing model: Paid.
How much does Quicken cost?
Visit Quicken website for current pricing.
Who should use Salesforce?
Mid to large enterprises needing a highly customizable CRM
Who should use Quicken?
Sole traders and very small business owners wanting a simple trusted tool for basic bookkeeping and personal finance tracking