Compare · Salesforce
Salesforce sells the CRM, cloud by cloud.Operations Link is the CRM and the company behind it.
Operations Link covers 38 of 42; Salesforce covers 29.
9 more in Operations Link.Salesforce sells the CRM cloud by cloud — sales, service, marketing and field service each sold separately (small teams can start on a Starter or Pro Suite), with a marketplace of partner apps around them. Operations Link has the CRM, the pipeline and quotes too, and runs the work through to invoices, holdback and supplier bills in one product, from day one — timesheets on Professional, dispatch and trucks as services you switch on.
This page sets Operations Link beside Salesforce. Every Salesforce fact on it links to the page it was read on, on 24 October 2026.
In short
38 of 42 on one record.Nothing typed twice.
Operations Link covers 38 of 42; Salesforce covers 29.
9 more in Operations Link.Operations Link gives you the CRM, the pipeline and quotes and the operation behind them on one sign-in and one record from the first day: jobs and scheduling, invoices with holdback, supplier bills and profit per project on every plan, timesheets and time off on Professional, and dispatch, trucks and Ontario payroll as services you switch on — nothing to stitch together from other companies’ apps.
Counted row by row on the table below, of the 42 things a company runs — Operations Link’s services included, as Salesforce’s separately sold products are.
What Salesforce is known for — and how Operations Link handles it
- Field service at scaleSalesforce: Field service at scale: AI scheduling and route optimisation, a dispatcher console and an offline-first technician app.Operations Link
With Field operations, a dispatch board that suggests the right tech, and a tech app; with Fleet, a proposed order of stops that you apply.
- Contact centreSalesforce: Customer service at scale: cases, knowledge, routing and a contact centre.Operations Link
With the phone system, on Canadian numbers: a menu, extensions, answering in the browser, hold, transfer and recordings.
- A CRM you shapeSalesforce: A CRM you can shape: forecasting, territories, Flow automation and sandboxes.Operations Link
Your own pipeline stages and roles, a forecast of the quarter, and Workflows you build yourself on Professional and up.
- AI agents everywhereSalesforce: AI agents across sales, service and field work, with an employee assistant in the small-business suites.Operations Link
Nova works on your own records and acts only where you are allowed; Vera answers your phone; Luna answers visitors on your website.
Side by side
42 things a company runs.Row by row, checked.
A row counts whole when it is in the product or sold as its own product, half when only a narrower version is, and not at all when it takes another company’s app. Every Salesforce answer links to the page on Salesforce’s site we read it on, on 24 October 2026; a “Not listed” links to where we looked. Tell us if we missed something.
- In the product
- In part
- Not listed, or only through another app
“Professional and up” is the Professional and Enterprise plans. “With Fleet”, “With Nova” and the like are Operations Link services you switch on with those plans.
Salesforce’s answers read on 24 October 2026, each linked to its page.
Operations Link
38/42Salesforce
29/42Clients and sales
| Feature | Operations Link | Salesforce |
|---|---|---|
| Client records | Every plan | |
| Sales pipeline | Every plan | |
| Quotes and estimates | Every plan | |
| Customers book online | In part · every planYour clients book visits from their portal; a new customer sends a web form. | As an extraIn Field Service. |
| Email marketing | In part · every planFollow-up sequences that stop when someone replies; no newsletters or landing pages. | |
| Customer portal | Every plan | As an extraExperience Cloud sites. |
Client records
- Operations Link
- Every plan
- Salesforce
Sales pipeline
- Operations Link
- Every plan
- Salesforce
Quotes and estimates
- Operations Link
- Every plan
- Salesforce
Customers book online
- Operations Link
- In part · every plan
- Salesforce
Operations Link: Your clients book visits from their portal; a new customer sends a web form.
Salesforce: In Field Service.
Email marketing
- Operations Link
- In part · every plan
- Salesforce
Operations Link: Follow-up sequences that stop when someone replies; no newsletters or landing pages.
Scheduling and field work
| Feature | Operations Link | Salesforce |
|---|---|---|
| Scheduling calendar | Every plan | As an extraIn Field Service. |
| Jobs and work orders | Every plan | |
| Dispatch board | With Field operations | As an extraIn Field Service. |
| Suggests the right tech | With Field operationsRanked on skills, service area, who is free, travel time and past jobs. | As an extraIn Field Service. |
| Tech app on the phone | With Field operations | As an extraIn Field Service. |
| Customer equipment records | With Field operations | |
| Maintenance agreements | With Field operations | In partService contracts in Service Cloud. |
Jobs and work orders
- Operations Link
- Every plan
- Salesforce
Dispatch board
- Operations Link
- With Field operations
- Salesforce
Salesforce: In Field Service.
Suggests the right tech
- Operations Link
- With Field operations
- Salesforce
Operations Link: Ranked on skills, service area, who is free, travel time and past jobs.
Salesforce: In Field Service.
Tech app on the phone
- Operations Link
- With Field operations
- Salesforce
Salesforce: In Field Service.
Customer equipment records
- Operations Link
- With Field operations
- Salesforce
Maintenance agreements
- Operations Link
- With Field operations
- Salesforce
Salesforce: Service contracts in Service Cloud.
Projects
| Feature | Operations Link | Salesforce |
|---|---|---|
| Projects with task boards | Every plan | In partLeads tracked through to project completion. |
| Timelines and Gantt charts | In part · every planMilestones on a timeline; no Gantt chart. | |
| Change orders | With Field operations | In partShown on a client’s record. |
Projects with task boards
- Operations Link
- Every plan
- Salesforce
Salesforce: Leads tracked through to project completion.
Timelines and Gantt charts
- Operations Link
- In part · every plan
- Salesforce
Operations Link: Milestones on a timeline; no Gantt chart.
Change orders
- Operations Link
- With Field operations
- Salesforce
Salesforce: Shown on a client’s record.
Trucks and drivers
| Feature | Operations Link | Salesforce |
|---|---|---|
| Trucks and drivers | With Fleet | |
| Live map | Professional and up | As an extraIn Field Service. |
| Route planning | With FleetA proposed order of stops; nothing changes until you apply it. | As an extraIn Field Service. |
| Loads and dispatch | With Fleet | Through another appThrough a third-party app. |
| Driver hours log | With FleetOn the driver’s phone; not a certified ELD. |
Trucks and drivers
- Operations Link
- With Fleet
- Salesforce
Route planning
- Operations Link
- With Fleet
- Salesforce
Operations Link: A proposed order of stops; nothing changes until you apply it.
Salesforce: In Field Service.
Loads and dispatch
- Operations Link
- With Fleet
- Salesforce
Salesforce: Through a third-party app.
Driver hours log
- Operations Link
- With Fleet
- Salesforce
Operations Link: On the driver’s phone; not a certified ELD.
Money
| Feature | Operations Link | Salesforce |
|---|---|---|
| Invoices | Every plan | As an extraRevenue Cloud Billing. |
| Online payments | Not offeredClients record a cheque or a transfer in their portal, and you confirm it; your tech records payment on site. | |
| Holdback on invoices | Every plan | |
| Expenses | Every plan | As an extraJob expenses in Field Service. |
| Supplier bills and purchase orders | Every plan | |
| Profit per project | Every plan | |
| QuickBooks Online | With BookkeepingYour books stay in your own QuickBooks. | Through another appThrough partner apps. |
Online payments
- Operations Link
- Not offered
- Salesforce
Operations Link: Clients record a cheque or a transfer in their portal, and you confirm it; your tech records payment on site.
Holdback on invoices
- Operations Link
- Every plan
- Salesforce
Supplier bills and purchase orders
- Operations Link
- Every plan
- Salesforce
Profit per project
- Operations Link
- Every plan
- Salesforce
QuickBooks Online
- Operations Link
- With Bookkeeping
- Salesforce
Operations Link: Your books stay in your own QuickBooks.
Salesforce: Through partner apps.
People and pay
| Feature | Operations Link | Salesforce |
|---|---|---|
| Employee records | With HR | In partHR Service: an employee help desk. |
| Hiring | With HR | Through another appThrough partner apps. |
| Time off | Professional and up | Through another appRequests pass to your HR system. |
| Timesheets | Professional and up | As an extraIn Field Service. |
| Payroll | In part · with PayrollPay runs calculate for Ontario, Canada today; your company runs them and stays the filer. |
Employee records
- Operations Link
- With HR
- Salesforce
Salesforce: HR Service: an employee help desk.
Time off
- Operations Link
- Professional and up
- Salesforce
Salesforce: Requests pass to your HR system.
Payroll
- Operations Link
- In part · with Payroll
- Salesforce
Operations Link: Pay runs calculate for Ontario, Canada today; your company runs them and stays the filer.
Calls and messages
| Feature | Operations Link | Salesforce |
|---|---|---|
| Team chat | Every plan | As an extraSlack. |
| Email inside the app | Every plan | |
| Video meetings | Every plan | As an extraSlack huddles. |
| Business phone system | In part · with the phone systemWith Vera or on its own: Canadian numbers today. Talk to us. | As an extraContact Center. |
| Texting customers | In part · with the phone systemFrom your company’s Canadian numbers today. | As an extraDigital Engagement. |
Email inside the app
- Operations Link
- Every plan
- Salesforce
Business phone system
- Operations Link
- In part · with the phone system
- Salesforce
Operations Link: With Vera or on its own: Canadian numbers today. Talk to us.
Salesforce: Contact Center.
Texting customers
- Operations Link
- In part · with the phone system
- Salesforce
Operations Link: From your company’s Canadian numbers today.
Salesforce: Digital Engagement.
AI
| Feature | Operations Link | Salesforce |
|---|---|---|
| AI assistant on your own data | With NovaFifteen days free when you start. | |
| AI that answers your phone | With VeraAnswers your customers about their own jobs, invoices and quotes, after checking who is calling. | As an extraAgentforce Voice. |
| AI chat on your website | With LunaAnswers visitors on your website and saves each one as a lead in Operations Link; a service we set up and run. | As an extraAgentforce for Service. |
AI assistant on your own data
- Operations Link
- With Nova
- Salesforce
Operations Link: Fifteen days free when you start.
AI that answers your phone
- Operations Link
- With Vera
- Salesforce
Operations Link: Answers your customers about their own jobs, invoices and quotes, after checking who is calling.
Salesforce: Agentforce Voice.
AI chat on your website
- Operations Link
- With Luna
- Salesforce
Operations Link: Answers visitors on your website and saves each one as a lead in Operations Link; a service we set up and run.
Salesforce: Agentforce for Service.
Reports
| Feature | Operations Link | Salesforce |
|---|---|---|
| Reports and dashboards | Every planDashboards on every plan; the report builder on Professional and Enterprise. |
Reports and dashboards
- Operations Link
- Every plan
- Salesforce
Operations Link: Dashboards on every plan; the report builder on Professional and Enterprise.
Questions
Asked when switching.
Is Operations Link as customisable as Salesforce?
No. You shape your own deal stages, roles and workflows, but it is not a platform you build apps on. It starts with the operation already built and joined instead.
Is field service included, or sold separately?
Jobs, scheduling and invoices are in every plan. Dispatch, the tech app, equipment and maintenance agreements come with Field operations, a service on Professional and Enterprise that you can try free.
Can I bring my Salesforce data across?
Your clients come in from a spreadsheet, and so do your team members; bank transactions import from a file. There is no one-click import from Salesforce. Book a call and we will look at the rest with you.
What does Operations Link cost?
Essentials is $79 per person a month and Professional $129, billed in US dollars. Services are priced on their own, on Professional and Enterprise. We leave Salesforce’s prices off this page because they change — their own pricing page has them.
Can I try it before I pay?
Yes. Fifteen days free on the plan you pick, with no credit card.
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