Comparing the Best CRMs 2018: ABLE vs. Salesforce

How ABLE Measures Up

In each installment of our “How ABLE Measures Up” series, we compare ABLE to another CRM tool on the market. We evaluate each CRM by system, features, and pricing structure in order to give you a good idea of how it measures up against ABLE, our CRM for accountants.

A quick comparison between ABLE and Salesforce appears below, followed by an in-depth, categorical analysis. We hope this will be helpful to you as you seek to find the CRM that is the best fit for your accounting firm!


About Salesforce

Salesforce targets a number of industries, including communications, insurance, media, and retail. This CRM offers several products for sales, marketing, and commerce. Salesforce offers additional products on a tiered basis.

About ABLE

ABLE is a business development solution for CPA firms that simplifies contact and pipeline management. Because CPAs have a limited amount of time to dedicate to tracking business development activities, users can quickly add information regarding contacts and deals, assess the status of their relationships to determine necessary actions, and build their personal brands.


Conclusions of the CRM Comparison

Salesforce is a powerful software. It is robust and allows configuration to best execute a variety of business processes. However, its depth can also be a drawback. Because of the number of products available, pinpointing the proper solution can be challenging and overwhelming. Additionally, professionals must allocate a significant amount of time to training.

ABLE’s functionality centers on the theme of ‘doing smart well.’ Its primary focus is developing the top client, referral source, and prospect relationships that grow a CPA firm. Every feature addition and enhancement builds on that theme. With ABLE, it is possible to complete the bulk of the training in two hours, and ABLE is far more cost-effective than Salesforce. When it comes to accounting CRMs, ABLE is the ideal fit for CPA firms.


In-Depth Salesforce CRM Comparison

Read on to learn more about how ABLE and Salesforce measure up to one another when it comes to systems, features, and pricing structures.


System Comparison

ABLE Salesforce System Comparison


Feature Comparison

To compare feature sets of the two platforms, we focused on four major components of successful business development: relationship management, internal collaboration, accountability tools, and content delivery.


Client Relationship Management

The core functionality of Salesforce is aiding in the closing of transactional sales. This CRM’s Service Cloud includes features for case management via case-by-case support inquiries. Its Marketing Cloud includes client journey management.

ABLE focuses on facilitating rapport between users and their most important contacts. By nurturing these relationships, ABLE users secure additional ongoing engagements. ABLE’s CRoPs Tiles system ensures the continuous support of its users’ most important clients, referrals, and prospects. CRoPs Tiles guide users in effectively managing their relationships.


Internal Collaboration

Both systems offer strong tools for team synergy and collaboration. In both systems, teams can stay on top of customer/client relationships and pending deals.



Salesforce offers survey modules for integration. Utilization of the Net Promoter Score® Survey involves some additional formula writing within the platform.

With ABLE, everyone in the firm is aware of all pending tasks and deals, as well as who is responsible for them. This establishes a culture of responsibility, which drives action and growth. Additionally, users can assess client loyalty with the Net Promotor Score® Survey, benchmarking their progress, promoting high scores on future proposals, and uncovering any dissatisfaction before the relationship is lost. ABLE’s annual subscription includes this functionality. High NPS scores are useful to marketing teams in both promotions and future proposals. Additionally, the NPS survey helps users to uncover any customer dissatisfaction early on, giving them time to take steps in preserving relationships.


Content Delivery

The systems approach content delivery differently, largely due to the core intentions of the software (transactional versus ongoing engagements).

Salesforce leverages its Email Studio to build and send targeted and personalized emails. It does not provide any content.

ABLE’s Thought Leadership enables users to send clients the right piece of content at the right time. Articles are added to ABLE’s Content Library weekly, and users can share their own content or articles if they wish. The articles and summaries are professionally curated, categorized, and tagged for easy access. Users need not integrate in order to leverage Thought Leadership.



The Salesforce pricing model is complex because the platform offers a number of different products and services. We have used the Sales + Service Cloud product—which provides a “complete view of customers”—for price comparison here. Salesforce offers additional products as supplemental features.

ABLE Salesforce Price Comparison



ABLE not only beats out Salesforce as the best CRM for accountants, it also measures up well against other available tools. View our full CRM comparison to find out more.

Are you wondering if ABLE is the right CRM for your accounting firm? Schedule a demo today! Our team will show you how ABLE can make a difference in YOUR business.