Octabiz vs Salesforce
Salesforce Starter Suite gives small teams a well-known CRM with sales, service cases and email campaigns. Octabiz adds an online store, deliveries, invoices and business email.
Checked against Salesforce's small business pricing page (Starter Suite) · Oct 3, 2026
Octabiz includes 15 of 15 features. Salesforce includes 5 of 15.
Which one fits you?
Choose Octabiz if
- You sell online and want a store with checkout and discount codes on the plan you start with
- You send invoices and estimates linked to orders and payments without extra apps
- You want business email at your own address and a shop assistant in the same place
Salesforce may suit you if
- Your team needs a highly customizable CRM with custom objects, flows and reports
- You expect to grow into Salesforce's larger sales, service and AI products later
What comes in the box
| Feature | Octabiz | Salesforce |
|---|---|---|
| Selling online | ||
| Online store and checkout | Included: OctaShop | Basic: Payment links; store is on Pro Suite |
| Ready-made looks, no code needed | Included: Four looks to start from | Not included: Storefront design is on Pro Suite |
| Discount codes | Included: Percent, money off or free delivery | Not included: Promotions are on Pro Suite |
| Reminder email for carts left behind | Included: Goes out the next day | Needs an app: Through AppExchange |
| Shop in several languages | Included: English, Español, Français, العربية | Not included: No storefront on Starter Suite |
| Payments & delivery | ||
| Card payments | Included: Through Stripe | Included: Payment links and Pay Now |
| Cash, bank transfer and pay at pickup | Included: Turn each one on or off | Not included: Use a separate service |
| Delivery routes for your own drivers | Included: Driver app with photo and signature | Not included: Use a separate delivery app |
| Running the business | ||
| Invoices and estimates | Included: Linked to orders and payments | Needs an app: Quotes on Pro Suite; invoices via apps |
| Customer records with every order and email | Included: One record per customer | Included: Accounts, contacts and deals |
| Business email at your own address | Included: Send and reply from your own domain | Not included: Connects Gmail or Outlook |
| Shared inbox for the team | Included: See who is replying | Included: Email cases for the service team |
| Assistant that answers shoppers | Included: Chat and voice | Basic: Web chat; AI agents cost extra |
| Help & upkeep | ||
| Hosting, security and updates | Included: Done for you | Included: Hosted for you |
| Help from real people | Included: Chat and email | Included: Standard Success Plan |
Included: comes with the plan · Basic: a simpler version · Needs an app: add a separate app or plugin · Paid extra: costs more on top · Not included: use a different service
To run the whole business on Salesforce, you'd add 5 more tools
Each extra tool is another login, another bill and another place your customer's details live.
- Cart reminders: Through AppExchange
- Translations: No storefront on Starter Suite
- Delivery routes: Use a separate delivery app
- Invoices: Quotes on Pro Suite; invoices via apps
- Business email: Connects Gmail or Outlook
With Octabiz: one login for the online store, invoices, customer records, business email, shared inbox, delivery routes, shop assistant and hosting.
Moving from Salesforce? We do it for you.
- We copy everything. Products, customers and past orders come over from Salesforce.
- You check it. Look through your new shop before anyone sees it.
- We switch your address. Your domain points to Octabiz. Nothing goes offline.
Questions about Octabiz and Salesforce
Can I move from Salesforce to Octabiz?
Yes. We copy your accounts, contacts, products and past orders, then connect your web address so customers find you at the same place.
Does Octabiz replace a CRM like Salesforce?
For most small businesses, yes. Every customer has one record with their orders, invoices, payments and emails.
Do I need extra apps for a store or invoices?
No. The store, checkout, invoices and estimates are all part of the one Octabiz plan.
Will anything go offline during the switch?
No. We set everything up first and switch you over once it is ready, so there is no downtime.
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