Salesforce vs Wave

Salesforce vs Wave: The Complete Buyer's Guide for 2026

Our Harvard-educated consultants have implemented both Salesforce and Wave for Australian businesses. Here is what 12+ of experience has taught us about choosing between them.

12
Features compared
50+
Clients advised
98%
Client retention
12+
Years experience

Feature Comparison

Side-by-side feature ratings for Salesforce and Wave.

Contact management

Salesforce

Wave

When it comes to contact management, Salesforce pulls clearly ahead of Wave — a factor worth weighing if this capability is important to your team.

Pipeline management

Salesforce

Wave

When it comes to pipeline management, Salesforce pulls clearly ahead of Wave — a factor worth weighing if this capability is important to your team.

Email automation

Salesforce

Wave

When it comes to email automation, Salesforce pulls clearly ahead of Wave — a factor worth weighing if this capability is important to your team.

Reporting and analytics

Salesforce

Wave

When it comes to reporting and analytics, Wave pulls clearly ahead of Salesforce — a factor worth weighing if this capability is important to your team.

Integration ecosystem

Salesforce

Wave

Wave significantly outperforms Salesforce on integration ecosystem, making it the stronger choice for businesses that prioritise this area.

Mobile app

Salesforce

Wave

For Professional Services that rely on strong mobile app, Salesforce is the more capable option in our assessment.

Invoicing

Salesforce

Wave

Both Salesforce and Wave offer comparable invoicing capabilities.

Expense tracking

Salesforce

Wave

When it comes to expense tracking, Salesforce pulls clearly ahead of Wave — a factor worth weighing if this capability is important to your team.

Bank reconciliation

Salesforce

Wave

When it comes to bank reconciliation, Wave pulls clearly ahead of Salesforce — a factor worth weighing if this capability is important to your team.

Payroll

Salesforce

Wave

When it comes to payroll, Salesforce pulls clearly ahead of Wave — a factor worth weighing if this capability is important to your team.

Tax reporting and BAS

Salesforce

Wave

Wave significantly outperforms Salesforce on tax reporting and bas, making it the stronger choice for businesses that prioritise this area.

Multi-currency support

Salesforce

Wave

For multi-currency support, both platforms deliver a similar experience — neither has a clear advantage.

Pricing Comparison

General pricing information for each platform.

Salesforce

From ~$35/user/month

Pricing is indicative only and subject to change. We recommend contacting the vendor for a tailored quote based on your Australian business needs.

Wave

Free for invoicing and accounting

Prices shown are approximate and may differ based on your plan, team size, and billing cycle. Verify directly with the vendor for current AUD rates.

Pros & Cons

An honest look at the strengths and limitations of each platform.

Salesforce

Pros

  • Well-established platform with strong market presence
  • Centralised customer data for better sales outcomes
  • Regular platform updates and improvements
  • Solid feature set for its price point
  • Rich data model covering leads, contacts, accounts and more

Cons

  • Complex data model may require expert configuration
  • Can require significant setup and customisation
  • Data migration from other CRMs can be tricky
  • Onboarding documentation could be more comprehensive

Wave

Pros

  • Regular platform updates and improvements
  • Solid feature set for its price point
  • Mobile-friendly interface
  • Australian tax compliance built in
  • Extensive integration ecosystem with 30+ connectors

Cons

  • May require accounting knowledge to configure properly
  • Add-on costs for advanced features
  • Bank feed reliability varies by institution
  • Onboarding documentation could be more comprehensive

Best For

Which tool suits which use case.

Choose Salesforce if you need

  • Marketing automation
  • Complex data models (leads, contacts, accounts and more)
  • Professional Services businesses
  • Contact management
  • Teams needing extensive third-party integrations

Choose Wave if you need

  • Teams needing extensive third-party integrations
  • Education organisations
  • Financial reporting
  • Professional Services businesses
  • Complex data models (invoices, customers, payments and more)

Expert Verdict

Our Harvard-educated consultants' take on this comparison.

Clever Ops Recommendation

Salesforce and Wave sit in different parts of your tech stack — crm & sales and accounting & finance respectively. Rather than choosing one over the other, the smarter question is how to make them work together seamlessly. With 12+ of integration experience, Clever Ops can design a workflow where both tools complement each other perfectly.

Migration Notes

What to know about switching between Salesforce and Wave.

Migrating Between Salesforce and Wave

Clever Ops takes a low-risk approach to migrating between Salesforce and Wave. We run both systems in parallel during the transition, transferring accounts, reports in stages and verifying data at each step. Your team continues working in the existing system until the new one is fully validated. The process typically takes 4-8 weeks, followed by 3 months of hands-on support.

Salesforce vs Wave FAQ

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