Planbrand vs Salesforce: running a brand, not just sales
Salesforce is designed for enterprise sales teams and complex pipelines. Planbrand is designed to run the full brand operation — website, CMS, products, CRM, teams, and workflows — in one connected system. This page helps you decide which foundation fits how your business actually works.
From CRM to complete business operations, designed for teams who need more than sales tracking.
Planbrand helps teams move beyond managing deals and start operating their entire business in one connected system.
Salesforce focuses on sales pipelines, forecasting, and enterprise CRM workflows. Planbrand extends beyond CRM by connecting websites, content, forms, products, payments, and internal plans directly to customer data. The steps below show how this shift creates clarity, speed, and control across the business.
Unify customer data
Centralise contacts, forms, conversations, and activities without relying on multiple CRM extensions.
Connect sales to execution
Link deals directly to tasks, plans, pages, and products instead of managing delivery outside the CRM.
Replace supporting tools
Reduce dependency on website builders, form tools, and project software alongside the CRM.
Scale without enterprise complexity
Grow teams and operations without heavy configuration, consultants, or long onboarding cycles.
Brand. Operations. Clarity.
Planbrand replaces the sprawl of enterprise tools by giving teams one clear system to run their brand, content, products, CRM, and internal work together.
Salesforce excels at managing sales pipelines. Planbrand helps teams operate the full business beyond sales — from website and CMS to delivery workflows and team coordination.
Website + CMS
Brand data
Products
Multi-brand
Team roles
Two systems built for very different problems
Salesforce is extremely powerful for managing large sales teams, forecasting revenue, and reporting across complex pipelines. It assumes dedicated CRM ownership and multiple connected tools for website, content, and delivery.
Planbrand is built for founders, agencies, and teams who want one clear system to run their brand. Pages, CMS, products, CRM, and team workflows live together, so the business moves faster with less setup and fewer handovers.
What Planbrand covers beyond Salesforce
Salesforce focuses on sales activity and reporting. Planbrand focuses on how a brand operates day to day, connecting customer data with pages, content, products, and teams.
Website and CMS built in
Create and manage your website and content without external tools.
Brand-level data model
Content, contacts, and products share the same structured data.
Products and payments
Sell services or products directly using built-in Stripe checkout.
Pages, forms, and CRM linked
Every enquiry, lead, and page stays connected automatically.
Multi-brand workspaces
Run multiple brands or client businesses from one account.
Roles and teams
Control access clearly without enterprise-level complexity.
Beyond sales pipelines
Run the business, not just sales
Salesforce is designed to track and optimise sales pipelines. Planbrand is built to operate the whole business, bringing websites, CRM, content, payments, and internal workflows into one connected system.
Business-first system
Planbrand connects sales, website, content, and operations in one place, while Salesforce focuses mainly on sales activity.
Built-in website layer
Create and manage pages, CMS content, and forms without external tools, instead of relying on third-party site builders.
Simpler team structure
Roles, permissions, and workflows are easier to manage without enterprise-heavy setup.
Lower operational overhead
Fewer tools, fewer integrations, and clearer ownership across teams and brands.
See if Planbrand fits beyond Salesforce
If Salesforce helps you manage deals but you still rely on separate tools for your website, content, delivery, and internal workflows, this is the right next step. Use this session to see whether Planbrand can replace multiple tools while keeping sales clear and structured.
