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Software · head to head

Salesforce vs Tana

Salesforce logo

Salesforce

Software

World's #1 CRM

From
$25/month
Rated
-
Full reviewWebsite
Tana logo

Tana

Software

The everything app for your personal workspace

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Tana has a free tier, so it costs nothing to try first.
  • Each has a real cost: Salesforce sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually; Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries
  • They diverge on capability: Salesforce covers Contact management, Tana covers Outliner interface.

Where they differ

Only the attributes on which Salesforce and Tana actually diverge.

Attributes where Salesforce and Tana differ
AttributeSalesforceTana
Starting price$25/monthFree
Pricing modelsubscriptionfreemium
Free tierNoYes
PlatformsWeb, Ios, Android, ApiWeb, Desktop
Founded19992020

Identical on both: user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Salesforce

  • Contact management
  • Opportunity management
  • Lead management
  • Reports & dashboards
  • Email integration
  • Workflow automation
  • Mobile access
  • AppExchange

Only in Tana

  • Outliner interface
  • Supertags
  • Live queries
  • AI integration
  • Graph views
  • Email capture
  • API
  • Zapier

What people use each for

The jobs each tool is most often brought in to do.

Salesforce

  • Sales managementnot Tana
  • Customer servicenot Tana
  • Marketing automationnot Tana
  • Lead generationnot Tana
  • Analytics & reportingnot Tana

Tana

  • Structured note taking with a graph based supertag data modelnot Salesforce
  • Automatic meeting capture with AI transcripts and summariesnot Salesforce
  • Turning notes into queryable structured databasesnot Salesforce

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Salesforce

  • Sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually

Tana

  • The free plan hosts only 5 meetings a month with AI transcripts and summaries
  • The free plan connects only 1 calendar and allows 50 AI queries
  • Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
  • Max is $120 per user per month at standard price, with $80 shown as an early bird rate
  • Integrations and full MCP require the Pro plan
  • Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
  • The Business plan is custom priced, billed yearly and has no published rate
  • The free trial runs 30 days

Pricing, plan by plan

Salesforce

$25/month
  • Essentials$25/month
    • Account & contact management
    • Opportunity tracking
    • Lead management
  • Professional$80/month
    • Everything in Essentials
    • Complete CRM
    • Lead scoring
  • Enterprise$165/month
    • Everything in Professional
    • Workflow automation
    • Advanced analytics
  • Unlimited$330/month
    • Everything in Enterprise
    • Unlimited customizations
    • 24/7 support

Tana

Free
  • FreeFree
    • Core features
    • Supertags
    • Searches
  • Pro$10/month
    • Advanced AI
    • Priority support
    • Extended history

Which should you pick?

Choose Salesforce if

  • You need contact management.
  • You work on Web, Ios, Android, Api.
  • You also want opportunity management.
Salesforce review

Choose Tana if

  • You need outliner interface.
  • You want to start without paying.
  • You work on Web, Desktop.
  • You also want supertags.
Tana review

Questions people ask

Is Salesforce or Tana better?
Neither clearly leads. Salesforce starts at $25/month and Tana at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Salesforce or Tana?
Tana has a free tier; the other does not. Paid plans start at $25/month for Salesforce and Free for Tana.
Does Salesforce or Tana run on more platforms?
Salesforce runs on Web, Ios, Android, Api. Tana runs on Web, Desktop.
Can I use Tana for free?
Yes. Tana has a free tier, so you can try it without paying. Salesforce starts at $25/month.
What is Salesforce best used for?
Salesforce is most often used for sales management, customer service, marketing automation, lead generation. Of those, sales management and customer service are not what Tana is typically brought in for.
What can Salesforce do that Tana cannot?
Salesforce covers Contact management, Opportunity management, Lead management, Reports & dashboards. Tana covers Outliner interface, Supertags, Live queries, AI integration.
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