Alternative to Salesforce
For small businesses that sell over WhatsApp and get paid in Latin America, without an implementation project.
Inbox · WhatsApp
Daniela Ruiz
What does Salesforce do well?
Salesforce is the reference enterprise CRM. It has clouds for sales, service, marketing and commerce, a huge marketplace (AppExchange) and almost unlimited customization.
For large companies with IT teams and complex processes, it is a logical choice.
What you would have to add
Long implementation
Setting up Salesforce usually takes consultants, data migration and weeks or months of work before the team really uses it.
WhatsApp and payments, as add-ons
WhatsApp comes with additional messaging products, and SPEI, cash or CFDI payments require integrations.
Per-user pricing
Charged per user, in dollars, with an annual contract.
Comparison
Feature comparison
| Feature | Salesforce | Recaudo |
|---|---|---|
| Sales CRM | Yes | Yes |
| Automation | Yes | Yes |
| Reports | Yes | Yes |
| WhatsApp in the same inbox | With another app | Yes |
| Payment links | With another app | Yes |
| SPEI and cash-at-store payments | With another app | Yes |
| Overdue installment collections in phases | With another app | Yes |
| CFDI 4.0 e-invoicing | With another app | Yes |
| Priced per plan, not per user | No | Yes |
Why Recaudo
Why Recaudo?
Start the same day
Create your account, connect WhatsApp and your gateway, and import your customers. If you want, we do it with you on a free call.
WhatsApp and payments from day one
Official WhatsApp API, team inbox, payment links by card, SPEI or cash, and CFDI 4.0 e-invoicing in Mexico.
AI-powered collections
Customer risk score, phases by days past due, AI calls and payment promises.
Priced per plan
From $30 USD a month, with every feature. The plan sets how many team members are included.
Collections · WhatsApp
Pricing comparison
Salesforce
Salesforce Sales Cloud
Charges per user, in dollars, with an annual contract; WhatsApp messaging is an additional product. Check current pricing on its website.
Recaudo
Recaudo Growth
Every feature on every plan. The plan sets how many team members, WhatsApp numbers and AI agents you get. A fee is added for each successful payment.
Public reference prices; they may change. Check each provider's website.
Frequently asked questions
How does Salesforce pricing compare with Recaudo?
Check the Salesforce website for its current pricing: many tools of this kind charge per user or by volume, in dollars. Recaudo charges per plan, starting at $30 USD a month, with every feature included; the plan sets how many team members, WhatsApp numbers and AI agents you get, and there is a fee for each successful payment.
Does Recaudo use the official WhatsApp API?
Yes. Recaudo connects to WhatsApp Business through Meta's official API. You can also link the WhatsApp you already use on your phone and keep replying from the phone app: the same chats arrive in the Recaudo inbox.
Does Recaudo issue CFDI 4.0 invoices?
Yes, for businesses in Mexico. You upload your digital seal certificate, stamp the CFDI 4.0 from the platform with the customer's tax data and, for credit sales, stamp the payment complement with one button when the installment comes in.
How do I switch from Salesforce to Recaudo?
Export your customers from Salesforce to a CSV file and import it into Recaudo. If you prefer, book the assisted setup: on a free call we connect your WhatsApp, upload your customers and get your first messages ready. You can run both tools side by side while your team gets used to it.
Does Recaudo make sense if I already have Salesforce?
If your company is large and depends on custom processes in Salesforce, staying is probably better. If you are a small business that sells over WhatsApp and gets paid in Mexico or Latin America, Recaudo covers the day-to-day CRM and adds WhatsApp, payments, collections and CFDI without an implementation project.
Want to try it with your business?
Create your free account and connect WhatsApp and your payments. We help you bring over your customers.