Salesforce Alternative

More features than Salesforce. Faster than Salesforce. Less than half the cost.

Most enterprise CRM rollouts cost $500,000 to $2,000,000 and take 12 to 24 months from kickoff to production. We build the custom replacement at a fraction of both, with the first business unit live in 90 days.

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Why They Leave

Why companies leave Salesforce.

Pick the line that matches your situation. We have heard each of these from operators in the last 90 days.

"We pay for the seat but the workflow we need does not exist."

"Every customization needs a Salesforce admin or partner."

"Lightning is slower than the old version was."

"Reports take longer to build than the actual decisions take."

"Our data cloud integration adds another $80,000 a year."

"The mobile app is a desktop afterthought, and our field team will not use it."

What Custom Can Do

What custom can do that Salesforce cannot.

Salesforce is a generic platform configured to look like your business. Custom is your business, encoded.

AI agents trained on your data

Your matter, case, project, or job history. Your tone, your templates, your decision patterns. Not a generic chatbot pretending to know your business.

Document intelligence on your formats

Reads your actual contract templates, intake forms, plan sets, scopes of work, and handoff documents. Extracts what you care about, not what a generic OCR pipeline guesses at.

Image processing on real workflows

Jobsite photos, scans, signed contracts, IDs, plans. Vision models tuned to the documents and assets your operation actually generates.

Connectors to your specific stack

Lawcus, RingCentral, QuickBooks Time, Microsoft 365, SharePoint, Anthropic, OpenAI, and the niche tool your operations team has been using for 12 years. We build the connector once and it stays.

Mobile-first field interface

Built for the phone or tablet your field team is actually carrying, not a desktop view shrunk to phone size after the fact.

Audit logging and compliance

ISO 42001, HIPAA, SOX, and EU AI Act ready out of the box. Every prompt, decision, and data flow logged where your auditor needs it.

Source-code escrow

Source-code escrow available so you are never trapped. Your data is exportable in standard formats anytime.

Full data ownership

Your customers, your conversations, your workflow data. Stored where you choose, under your security controls, on your terms.

The Economics

Run the numbers.

Salesforce Enterprise plus implementation partner plus customization: $500,000 to $2,000,000, 12 to 24 months from kickoff to production.

Heed Enterprise build: $150,000 to $500,000, phased rollout, first business unit live in 90 days.

Per-seat: Heed at $150 per month, Salesforce at $250 to $500 per seat all-in once you stack the licenses you actually need.

Flagship Case Study

California's largest hillside structural engineering firm. Two demos. Closed deal. Walking away from Salesforce.

A structural engineering firm with 50 or more employees and offices across California was 85 percent migrated to Salesforce when they walked away to Heed. We won the deal in two demo meetings, both backed by working POCs against their real data. Phase 1 was $30,000. The system recovered roughly 80 hours per week of capacity, payback inside 6 weeks, and 9.6 times return.

Project IQ, the platform we built, indexes their project knowledge across SharePoint and Microsoft 365, reads live from their Salesforce system during the parallel-run window, processes jobsite imagery, analyzes meeting transcripts, and surfaces what the operator needs in seconds rather than hours. The whole stack runs under Cloudflare Zero Trust with Microsoft Entra ID single sign-on for roughly 20 users and ISO 42001-aligned controls.

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POC First

We prove it before we write production code.

Every Heed engagement starts with a Proof of Concept against your real data. We build the riskiest piece first, run it against the actual workflow, and you see the output. No production budget commits until the POC clears.

This is the opposite of how a Salesforce rollout works. The Salesforce contract is signed before anyone has tested whether your workflow actually fits the platform. By the time you find out, you are paying the implementation partner to engineer around the gap, and the math has stopped making sense.

Migration Assurance

No surprises during the cut-over.

What we put in writing before the build starts.

Cloudflare Zero Trust

Identity-aware access on every endpoint. No flat networks, no implicit trust.

Parallel-run period

Salesforce stays live while Heed runs in parallel. Cut over only when the data and the team are both ready.

Source-code escrow

Available on request. If we ever step away, the source is yours.

Standard data exports

Your data exportable in CSV, JSON, and Parquet anytime. No proprietary formats holding you hostage.

Mid-migration? Pre-migration? Already burned by one?

We will look at the math with you. No pitch. Twenty minutes on the phone, and you walk away with a clear read on whether the replacement pencils out for your situation.

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Quick question

Mid-migration with Salesforce?

You are not the first to walk away. We have built the replacement for one of California's largest engineering firms. We can do the same for you.

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