Salesforce alternative

A Salesforce alternative that already knows what a roof is

Salesforce is a general CRM that a contractor turns into a job system one edition, license and app at a time. ExteriorPro comes set up for roofing, siding, windows & doors and gutters, with every user included.

At a glance

Salesforce's side is what Salesforce publishes, checked September 14, 2026.

What ExteriorPro Salesforce
Price $199 a month under $1M in yearly revenue, $399 at $1M and above, plus $99 for each extra location. Starter Suite $25 a user a month, Pro Suite $100, Sales Cloud Core $195. Field Service licenses are another $175 a user a month.
Users Unlimited. Nobody is billed per seat. Priced per user, per month, on every edition.
Contract Month to month. Cancel from your settings. Pro Suite and above are billed annually on contract. Starter can be billed monthly.
Getting started Nothing to build first. The pipeline comes set up, and you can reshape it. Salesforce suggests an implementation partner, and offline access and e-signature need an admin to set up.
Built for Roofing, siding, windows & doors and gutters. Nothing else. Every industry, rather than any one trade.
Trying it 30 days free. No card, no sales call. 30 days free, no card.

What a team costs

Salesforce publishes its prices per user, per month: $25 on Starter Suite and $100 on Pro Suite. Field Service is another $175 a user.

Team ExteriorPro Salesforce
3 people $199 a month $75 to $300 a month
6 people $199 a month $150 to $600 a month
12 people $199 a month $300 to $1,200 a month

ExteriorPro is $199 a month for any size of team under $1M in yearly revenue and $399 at $1M and above. Each extra location is $99 a month.

Feature by feature

Salesforce's column is what Salesforce says on its own site, checked September 23, 2026, with a link to the page each answer came from.

Feature ExteriorPro Salesforce
Winning the job
Reads EagleView, HOVER, GAF and Roofr reports Included

The report's PDF or geometry file fills in the numbers.

Not mentioned on their site
Good, Better and Best on one proposal Included Not mentioned on their site
Cancellation notice on the signed contract Included

The three business day notice, with the deadline worked out at signing.

Not mentioned on their site
A pipeline set up for exterior trades Included

Set up for roofing, siding, windows & doors and gutters, then renamed, reordered and added to by you.

Add-on

A general CRM. Pipelines for contractors come from third party AppExchange apps.

Source
Proposals with e-signature Included

The homeowner signs from their phone.

Add-on

E-signature comes through Docusign, a separate product.

Source
Estimates priced from your saved packages Included

Your own packages and coverage rates price every estimate.

On some plans

Products, price books and quotes start on Pro Suite.

Source
Sales and close rate by lead source Included

Leads, sales, revenue and close rate for every source.

Included

Standard reports can show which lead source closes the most.

Source
Running the job
Purchase orders to suppliers Included

Sent to your supplier from the job.

Not mentioned on their site
Job costing, budget against actual Included

Budget from the accepted estimate, actuals from purchase orders.

Not mentioned on their site
Scheduling Included Add-on

Crew scheduling is part of Field Service, another $175 a user a month.

Source
Work orders for crews Included

The crew is picked on the job's work order.

Add-on

Work orders are part of Field Service.

Source
Getting paid, and your data
More than one location As many as you need

$99 a month for each one after the first.

Not mentioned on their site
Deposit, progress and final invoices Included

With payments recorded against each one.

Add-on

Invoicing is Salesforce Billing, a separate product.

Source
A job page the customer can open Included

A private link, no login, with the signed proposal and invoices.

Add-on

A customer portal needs Experience Cloud licenses below Enterprise.

Source
Export all your data yourself Included

Every table as CSV files, from your settings, whenever you like. No fee.

Included

A backup export every 29 days on most editions, weekly on Enterprise and above.

Source

About Salesforce

Salesforce is general-purpose CRM software used across every industry. It sells Starter and Pro suites for small businesses and Sales Cloud editions above them, with Field Service for scheduling crews as a separate product. It isn't built for any one trade, so a contractor adds quoting, e-signature, scheduling and measurement reports through its editions and its app marketplace.

Why contractors pick ExteriorPro instead

Set up for the trade on day one

Measurements, Good, Better and Best options, e-signed proposals and work orders are there when you sign up. On Salesforce, each of those is an edition, a license or an app.

One price for the whole team

Every user is included. At Pro Suite's $100 a user a month, a ten-person company pays $1,000 a month before any add-ons.

No admin to hire

There's nothing to configure and no implementation partner to bring in. The people who do the work can run it.

Switching from Salesforce, step by step

In this order, so you never pay for both longer than you have to and nothing gets left behind.

  1. 1

    Find your renewal date and notice period

    Salesforce: Pro Suite and above are billed annually on contract. Starter can be billed monthly.

    Put that date in your calendar before anything else. Your ExteriorPro trial is 30 days, so there's no reason to pay for both for longer than that.

  2. 2

    Get your export

    A backup export every 29 days on most editions, weekly on Enterprise and above. Source

    At the least, ask for your customers, their addresses, and your open jobs with the stage each one is at. A CSV or Excel file is ideal.

  3. 3

    Start your trial and load your price list

    Import your price list from a spreadsheet, then build your packages from it. That part stays yours, because it's how you price.

  4. 4

    Send us the export, and we move it on a call

    Customers, their addresses and properties, and your open jobs with their stage come across as standard. Completed jobs, photos and custom fields take a short conversation first. It's free however long it takes, and we delete your file once you've confirmed the move.

  5. 5

    Run one real job through, then give notice

    Take a lead to a signed proposal and a work order in ExteriorPro. Once that works, send your cancellation. Salesforce stays live until the notice runs out, so nothing is ever switched off under you.

More on how the move works

Questions contractors ask

How much does Salesforce cost for a contractor?

Salesforce publishes per-user prices: Starter Suite is $25 a user a month and Pro Suite is $100, billed annually. Scheduling crews takes Field Service licenses at $175 a user a month, and e-signature and measurement reports come from paid apps. ExteriorPro is $199 or $399 a month by company size, with every user included.

Can Salesforce do roofing estimates and proposals?

It can, once it's built. Quotes are included from Pro Suite up, e-signature comes through an app like Docusign, and contractor apps on its marketplace, like improveit 360, add trade features for a per-user fee. ExteriorPro builds the estimate from your measurements and price book, and the customer signs the proposal on their phone.

Can I move from Salesforce to ExteriorPro?

Usually, yes. Show us what you have on a call and we'll move your customers, their properties and your open jobs across for free.

Where Salesforce's details come from

Checked September 14, 2026. Salesforce is a trademark of its owner. ExteriorPro isn't affiliated with or endorsed by Salesforce.

Put one real job through it

Thirty days free, with no card and no sales call. Take a lead through to a signed proposal and a work order, and you'll know.