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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
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
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
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
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
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.
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
- Salesforce sales pricing
- Salesforce small business pricing
- Salesforce Field Service pricing
- Salesforce on its 2026 editions
- Salesforce on implementation partners
- Salesforce and Docusign
- improveit 360 on AppExchange
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.