Head to head

Current vs Salesforce

An honest, sourced side-by-side of Current and Salesforce for MSP CRM — where Salesforce is stronger, and where Current fits.

Kevin Damghani
Written by the Current MSP team · Reviewed by Kevin Damghani, Founder & CEO, ITPartners+ & Current
Last updated July 18, 2026
YesPartialNo?Not documented
Current vs Salesforce
CapabilityCurrentSalesforce
Contact / company management
Yes — MSP-native
Companies/contacts unified with project delivery; first-party 2-way sync with Autotask, ConnectWise, or Halo PSA incl. account-manager reassignment arbitration.
Yes
Accounts/Contacts/Leads with deep customization; highest-rated theme in reviews.
Deal pipeline & stages
Yes — AE ownership
Deals with account-executive ownership (primary/co-owner), unowned-prospect pool, and sales-manager leadership see-all.
Yes
Opportunities with custom stages, Path guidance, Kanban views and forecasting; most-praised capability.
Email tracking & sequences
Yes — native
Sequences native; campaign sending with tenant-first Resend keys and impersonation-authentic sends.
Add-on below Unlimited
Sales Engagement cadences + tracking exist, but are a $50/user/mo add-on on Pro/Enterprise (included only Unlimited and higher).
Marketing automation & campaigns
Yes — in-platform
Native campaign sending, QBR/SBR module, and Handwrytten (handwritten-mail) integration.
Separate Pardot
Only a basic Campaigns object; full automation needs Marketing Cloud Account Engagement (Pardot) from $1,250/org/mo.
MSP-specific features (quoting, PSA sync, whitespace)
Yes — MSP-native
ScalePad Quoter 'Win Quote Engine' bridge (won-quote to deal), whitespace/topic signals, and booking to CRM to PSA flow (Autotask, ConnectWise, or Halo PSA).
No
General-purpose CPQ/Revenue Cloud — no MSP distributor catalogs, no PSA time/billing sync, no account-whitespace analysis.
Autotask / ConnectWise 2-way integration
Yes — first-party 2-way
First-party 2-way sync with Autotask, ConnectWise, or Halo PSA incl. account-manager reassignment arbitration, CRM email-domain gating, NeverBounce verification.
No native connector
No out-of-the-box 2-way PSA connector; requires third-party middleware (Recursyv, Zapier, Flowgear) or custom REST builds, often one-directional.
Reporting & dashboards
Yes
Sales dashboards, relationship-health, sales-coaching and AI insights in-platform alongside delivery data.
Yes — strong
Strong native report/dashboard builder; advanced analytics via CRM Analytics (Tableau) as a paid add-on.
AI / sales insights
Yes — MSP-tuned
Anthropic-powered AI sales insights, whitespace/topic signals, relationship-health and sales coaching tuned to managed services.
Yes — deep
Einstein scoring/forecasting/conversation insights plus Agentforce autonomous agents; breadth exceeds most niche tools but much is tier-gated/add-on.
Data enrichment / prospecting
Verification + import
NeverBounce email verification, HubSpot import engine and domain gating for data hygiene; not a net-new firmographic prospecting database.
Weak natively
Data.com retired and Data Cloud isn't for net-new firmographics; enrichment via third-party AppExchange tools (ZoomInfo, Apollo).
Booking / meeting scheduling
Yes — PSA-wired
Native booking to CRM to PSA flow (Autotask, ConnectWise, or Halo PSA) — booked meetings capture leads and flow to the PSA.
Add-on (Ent+)
Salesforce Scheduler is a $25/user/mo add-on requiring Enterprise+ and admin setup — not a lightweight built-in booking link.
Mobile
Responsive web
Modern responsive web app (React 19); no dedicated native iOS/Android app noted.
Yes
Full-featured iOS/Android app; offline create/edit requires the separate Mobile App Plus and server-side logic doesn't run offline.
Modern UI & architecture
Yes — 2026 rebuild
Modern React 19 + Supabase, rebuilt 2026; multi-tenant with DB-level RLS isolation.
Partial
Cloud multi-tenant, API-rich Lightning UI; reviewers frequently call it heavy/overwhelming and report bugs and slow loading.
Ease of use
Purpose-built
MSP-purpose-built and low-config; one platform for sales + delivery removes tool-switching between CRM and PSA.
Partial
Recurring weakness: steep learning curve, complex setup, and reliance on a dedicated admin/consultant — not turnkey for small teams.
Pricing model & public price
One price — $50/user/mo
$50/user/mo or $540/user/yr covers CRM and project delivery — one platform, one price; no seat-type splits, credit meters or onboarding fees.
Published, high TCO
Published $25/$100/$175/$350/$550 per user/mo, but Sales Engagement, Pardot (from $1,250/mo), CPQ, Scheduler and analytics are extra — TCO is the top complaint.
Best-fit user
MSPs on Autotask, ConnectWise, or Halo PSA
MSPs wanting CRM and project delivery unified in one modern, multi-tenant platform with first-party sync to Autotask, ConnectWise, or Halo PSA.
Enterprise sales orgs
Best for mid-market/enterprise sales with budget and admin/dev resources; weak turnkey fit for small MSPs wanting native PSA quoting/sync.

Where Salesforce wins

The largest CRM ecosystem, deepest customization, most mature AI (Einstein + Agentforce), and best-in-class reporting at enterprise scale — battle-tested with tens of thousands of reviews at ~4.4/5.

Where Current fits: It's built for enterprise sales, not MSPs: no native PSA sync or MSP quoting, steep total cost once add-ons stack (Sales Engagement, Pardot from $1,250/mo, CPQ, analytics), and it needs a dedicated admin or consultant to run. For most MSPs it's off-domain and overkill, where Current is purpose-built and low-config.

Why MSPs choose Current

  • Unified CRM + project delivery in one multi-tenant platform: deals, quoting and won work flow straight into dependency-aware, critical-path scheduling and time-entry-to-PSA billing (Autotask, ConnectWise, or Halo PSA) — no re-entry and no third-party bridge between sales and delivery.
  • First-party 2-way sync with Autotask, ConnectWise, or Halo PSA — including account-manager reassignment arbitration, CRM email-domain gating and NeverBounce verification — instead of a paid, brittle third-party connector that every rival in this set relies on.
  • MSP-native sales intelligence: whitespace / topic signals, relationship-health, sequences, sales coaching, and Anthropic-powered AI insights tuned to managed services rather than generic B2B sales.
  • ScalePad Quoter 'Win Quote Engine' bridge (won-quote to deal) and a booking to CRM to PSA flow (Autotask, ConnectWise, or Halo PSA), so quoting and lead capture are wired to the PSA out of the box.
  • Modern 2026 rebuild on React 19 + Supabase with DB-level multi-tenant RLS and partner-portal financial isolation enforced at the database, not just hidden in the UI.
  • One platform, one price: $50/user/mo (or $540/user/yr) covers both CRM and project delivery — no Core-vs-Sales seat splits, credit meters, separate marketing-hub upsells, or mandatory onboarding fees.

This is the two-tool view. See the full msp crm software, compared for all 7 tools side by side.

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