Orderfy vs Salesforce: a CRM alternative for wholesalers
Orderfy vs Salesforce.
Looking for a Salesforce alternative for an Australian wholesale or trade supply business? Here is how the two differ, fairly put.
Orderfy is cloud ERP software for Australian wholesalers, distributors and trade suppliers, and an alternative to Salesforce for businesses that sell before they buy. Orderfy is built around the order: a customer order raises its supplier purchase orders and carries through receiving, picking, delivery and the invoice. Salesforce may suit you better if you have a large sales organisation and need a deeply customised CRM.
At a glance
Orderfy and Salesforce, side by side.
| Question | Orderfy | Salesforce |
|---|---|---|
| What it is | Cloud ERP software: quotes, sales orders, purchasing, inventory, warehouse, delivery runs, CRM and reporting in one system | A customer relationship management (CRM) platform |
| Used by | Australian wholesalers, distributors, importers and trade suppliers, from one trade counter to several warehouses | Sales, service and marketing teams around the world |
| Likely the better fit if |
|
|
| From customer order to supplier order | One step turns a customer's sales order into supplier purchase orders, split by supplier, delivered to your warehouse or direct to site. |
|---|---|
| Stock control | On hand, reserved, available and on order, by warehouse and by bin, with batch, lot and serial tracking. |
| Warehouse | Bin locations, a warehouse map, pick lists in bin order, scan-checked picking and a scanner app for phones and handhelds. |
| Deliveries | Delivery runs, a driver app, and proof of delivery signed at the door and sent with the invoice. |
| CRM | Built in: sales pipeline, builder projects, site registrations, contacts and a call log. |
| Sales channels | The counter, phone and email, reps on the road and builder projects. An online store or other software connects through the public API on the Max plan. |
| Accounting | Xero is built in on every plan: invoices, credit notes, payments and contacts sync. |
| Manufacturing | Kits and bundles. Orderfy is not a production system. |
| Where your data is kept | Your own database, never shared, hosted in Australia, with a standby in a second data centre. |
| Availability | Built for 99.95% uptime with automatic failover. |
| Standards | Built to 32 ISO standards. Orderfy builds to them and does not claim certification. |
| Countries | Built for Australian GST and ABNs. |
About Salesforce
What Salesforce is.
Salesforce is a customer relationship management (CRM) platform used by sales, service and marketing teams around the world. Trade suppliers who use it usually run stock and purchasing in a separate system connected to it.
- What Orderfy is
- Cloud ERP software for Australian wholesalers, distributors and trade suppliers: quotes, orders, purchasing, inventory, warehouse, deliveries, CRM and reporting in one system, with Xero built in and your own database in Australia.
The differences
Where Orderfy differs.
The pipeline beside the stock
A sales rep quoting in Orderfy sees real prices, real stock and real lead times, because the CRM and the ERP are the same system.
No integration to build
There is no connector between the CRM and the order system to pay for, maintain or reconcile.
Projects and site registrations
Builder projects, stakeholders and site registrations are built in, with every quote and order for the job.
From won to delivered
A won opportunity becomes an order, then purchase orders, a pick, a delivery and an invoice, without leaving the system.
Ready to use
Orderfy is set up for trade supply from the first day. You adjust settings, not write code.
One login, one bill
One system for sales, purchasing, the warehouse and the drivers.
Which fits
Orderfy or Salesforce: which fits your business?
- Your sales depend on stock, supplier lead times and deliveries
- You want your pipeline, quotes and orders in one place
- You would rather configure than commission custom development
- You have a large sales organisation and need a deeply customised CRM
- You need marketing automation, customer service and CRM on one platform
- You already run an ERP you are happy with and only need a CRM
Switching
Moving from Salesforce.
Export your accounts, contacts and open opportunities to CSV and import them into Orderfy as customers, contacts and pipeline. Our team can help you plan what to bring.
- 1. Plan
- We go through how you work and what needs to come across.
- 2. Import
- Products, customers, suppliers and opening stock are imported and checked.
- 3. Train
- Your team learns Orderfy on your own data.
- 4. Go live
- You start trading in Orderfy, with us on hand.
Can Orderfy replace Salesforce for a wholesaler?
For many wholesalers and trade suppliers, yes. Orderfy includes a CRM with a sales pipeline, projects, site registrations, contacts and a call log, connected to quotes, orders and stock.
Is Orderfy a CRM or an ERP?
Both. Orderfy is an ERP with a CRM module, so the sales pipeline and the order system share the same customers, products and prices.
What is the difference between Orderfy and Salesforce?
Salesforce is a customer relationship management platform used by sales, service and marketing teams around the world. Orderfy puts the pipeline, quotes, orders, purchasing, stock and deliveries in one system for Australian wholesalers and trade suppliers.
Can sales reps see stock and prices when they quote in Orderfy?
Yes. A rep quoting in Orderfy sees real prices, real stock and real lead times, because the CRM and the order system are the same system.
What happens to an opportunity when it is won?
It becomes a sales order. From there it raises purchase orders, is picked, delivered and invoiced, all in Orderfy.
When is Salesforce the better choice?
When you have a large sales organisation and need a deeply customised CRM, when you need marketing automation, customer service and CRM on one platform, or when you already run an ERP you are happy with and only need a CRM.
How do I move from Salesforce to Orderfy?
Export your accounts, contacts and open opportunities to CSV and import them into Orderfy as customers, contacts and pipeline. Our team can help you plan what to bring.
Which Orderfy plans include the CRM?
The CRM is included in Pro and Max, and is an add-on for Core.
Salesforce is a trademark of its owner. Orderfy is not affiliated with, endorsed by or sponsored by it. Descriptions of other products are general, based on publicly available information as at October 2026; check the details with the vendor.
Thinking of leaving Salesforce?
Talk to us. We will show you the same work in Orderfy, and plan the move with you.