Comparison

Wizard Application vs Salesforce: How They Compare

Salesforce is the world’s best known CRM, with products for sales, service, marketing and commerce, and suites aimed at small businesses. Wizard Application includes a sales CRM as part of a platform that also runs projects, time, invoicing, HR and support.

If you are choosing between them, this guide sets out how they compare, where each one is strong, and which kind of business each suits best.

At a glance

Wizard ApplicationSalesforce
Sales CRMA sales CRM with pipelines, quotes and invoicesThe core product, with deep customisation
Service and marketingA help desk; marketing automation is not our focusService, marketing and commerce tools in its suites
AIWizard AI across the platformAgentforce AI built into its suites
Projects and timeIncluded, and hours flow into invoicesNot part of the core suites
HR and hiringHR and a recruitment ATS includedNot part of the core suites

Where Salesforce is strong

Salesforce defines the CRM category. Its platform can be customised to almost any sales or service process, its ecosystem of apps and partners is unmatched, and it scales from small teams to the largest enterprises. For businesses with complex sales operations, or big plans to grow into them, it is the benchmark.

Where Wizard Application is different

  • From sale to delivery. A won deal in the sales CRM becomes a project, and the project is timed and billed on the same platform.
  • People as well as customers. HR and a recruitment ATS sit in the same workspace.
  • Ready without an implementation. Wizard Application works out of the box, and our migration team moves your data for you.
  • We move you across. Our migration team maps your accounts, contacts and opportunities into Wizard Application, and you check everything on a staging link before you switch.

Which should you choose

Salesforce may suit you better if you need a highly customisable CRM with a large ecosystem, and have the resources to set it up and run it.

Wizard Application may suit you better if you are a small or growing business that wants CRM, delivery, billing, people and support working together without an implementation project.

Moving from Salesforce

If you decide to switch, our migration service starts with a free assessment. We map your data, give you a private staging link to check everything, and you keep working in Salesforce until you are ready, so there is no downtime.

When you are ready to compare the two properly, see our plans or request a free migration assessment.

Related reading

Salesforce is a trademark of Salesforce, Inc.. Details about Salesforce were correct at the time of writing (September 2026), based on its public website, and may have changed since. Product names and logos are used only to identify the products being compared, and do not imply any endorsement or partnership.

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FAQ

Frequently Asked Questions

For small and growing businesses that need a practical CRM connected to projects, billing and HR, yes. For large, heavily customised sales operations, Salesforce offers more depth.

Yes. Our migration team maps your accounts, contacts and opportunities into Wizard Application, and you keep working in Salesforce until you are ready to switch.

Yes. You can start on the free Starter plan with no credit card, or try any paid plan free for 7 days.