Planmoor vs Salesforce
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Line by line
| What you get | Planmoor | Salesforce |
|---|---|---|
| Price per seat, annual | $0 Free, $9 Pro, $19 Agency | $0 Free Suite, $25 Starter Suite, $100 Pro Suite, $195 Core, $395 Advanced, $550 Max |
| Monthly billing | $12 Pro, $25 Agency | Starter Suite only; Pro Suite and above billed annually |
| Quoting | Every plan | Pro Suite, $100 |
| Forecasting | Pro, $9 | Pro Suite, $100 |
| Proposals clients sign online | Every plan | Not listed |
| Opens and section reads on each quote | Every plan | Not listed |
| Cost and margin on every quote line | Every plan | Not listed |
| QuickBooks invoice sync | Every plan | Not listed |
| Service, marketing and commerce apps | No | Yes |
| Custom objects and large app marketplace | No | Yes |
Salesforce prices from salesforce.com/sales/pricing, checked October 2026. USD per user per month. "Not listed" means their pricing page does not list it.
Where Planmoor fits
Teams that win work by sending a quote. The proposal is the deal: the client opens it without an account, picks a package and optional extras, and signs on the page. You see when it was opened and which sections were read, and the deal moves to won when it is signed. Cost sits beside price on every line, so the pipeline shows margin as well as value.
A signed quote raises the first stage invoice and syncs it to QuickBooks Online. See proposals and e-signatures.
Where Salesforce fits
Large sales teams that need territories, custom objects, service and marketing in the same system, and a marketplace of add-ons. Planmoor does not try to cover that.
Pricing
Planmoor Pro is $9 a seat a month on annual billing or $12 monthly. Agency is $19, or $25 monthly, and adds quotes on your own domain and white-label. Founding prices of $6 and $12 apply to annual plans until 31 January 2027. See pricing.
Questions people ask
- Which Salesforce edition includes quoting?
- Salesforce lists "Sales Quoting and Forecasting" on Pro Suite, at $100 a user a month billed annually (checked October 2026).
- Can I move my deals across from Salesforce?
- Email support a CSV export of your accounts and open opportunities and we will set them up for you.
- Does Planmoor connect to Salesforce?
- No. Planmoor replaces the sales side for teams that sell by quote. It connects to QuickBooks Online, Slack and Microsoft Teams.