Worklenz vs Salesforce Tasks: Which Is Better for Teams in 2026?
Worklenz vs Salesforce Tasks is a comparison worth framing carefully: Salesforce Tasks isn’t a standalone product but a task-tracking feature embedded within Salesforce CRM, meant for tracking sales-related activities rather than running full projects.
Quick Comparison: Worklenz vs Salesforce Tasks
| Feature | Worklenz | Salesforce Tasks |
|---|---|---|
| Core purpose | Standalone project management | Task tracking embedded in Salesforce CRM |
| Pricing | Free (up to 3 projects); from $9.99/user/mo | Requires Salesforce CRM: Starter Suite $25/user/mo+ |
| Open Source | ✅ Yes (AGPL-3.0) | ❌ No |
| Self-Hosting | ✅ Yes | ❌ Cloud-only |
| Task Boards/Kanban | ✅ Full project management | ❌ Not a project management feature |
| Resource Management | ✅ Built-in | ❌ Not a feature |
| Best For | Teams managing actual projects | Sales teams tracking CRM-related to-dos |
Pricing Deep Dive
Salesforce Tasks isn’t purchased separately - it’s bundled into Salesforce CRM, where the entry-level Starter Suite costs $25/user/month, scaling up to $550/user/month for AI-enabled Enterprise tiers. That’s a substantial cost if your only goal is task tracking.
Worklenz pricing:
- Cloud: Free plan - unlimited users, up to 3 active projects; Pro Small Teams from $9.99/user/month, Business Small Teams $14.99/user/month
- Self-hosted: Community edition free (unlimited users); Business ($99/mo) and Enterprise ($499/mo)
If you don’t already need Salesforce’s CRM, paying $25+/user/month just for embedded task tracking is a poor value proposition compared to Worklenz’s free or $9.99/user/month entry point.
Feature-by-Feature Breakdown
Task Tracking Scope
Salesforce Tasks covers simple to-do tracking tied to CRM records - contacts, leads, opportunities - useful for sales activity follow-up, not project coordination.
Worklenz provides full project management: boards, lists, subtasks, milestones, Gantt views, built for managing actual project work.
Winner: Worklenz, decisively, for anything beyond simple sales activity tracking.
CRM Integration
Salesforce Tasks’ integration with CRM records (contacts, opportunities) is genuinely useful if your work is sales-activity-centric.
Worklenz doesn’t include CRM functionality.
Winner: Salesforce Tasks, narrowly, for sales teams needing tasks tied directly to CRM records.
Cost Efficiency for Project Management
Salesforce Tasks requires paying for full Salesforce CRM ($25-550/user/month) even if project management is your only goal.
Worklenz is purpose-built and affordable for project management specifically, starting free.
Winner: Worklenz, by a wide margin, for any team not already paying for Salesforce.
Resource Management
Salesforce Tasks has no resourcing or workload features.
Worklenz includes team utilization views as a core feature.
Winner: Worklenz.
Who Should Choose Worklenz?
- Teams managing actual projects, not just sales follow-ups
- Teams not already invested in Salesforce CRM
- Teams wanting resourcing and time tracking included
Who Should Choose Salesforce Tasks?
- Sales teams already using Salesforce CRM who need simple activity tracking
- Organizations where tasks need to be tied directly to CRM records (leads, opportunities)
- Teams where Salesforce is already the system of record
Frequently Asked Questions
Can I use Salesforce Tasks without buying Salesforce CRM?
No - it’s a feature within Salesforce CRM, not a standalone product. You’d need a Salesforce subscription starting at $25/user/month.
Is Salesforce Tasks good for managing projects?
Not really - it’s designed for simple sales activity tracking tied to CRM records, not structured project management with boards, milestones, or Gantt views.
Is Worklenz cheaper than using Salesforce just for tasks?
Yes, significantly - Worklenz has a free plan and starts at $9.99/user/month for paid tiers, versus $25+/user/month for Salesforce CRM if tasks are your only need.
Can I self-host Salesforce Tasks?
No - it’s cloud-only and tied to Salesforce CRM. Worklenz offers a free, open-source self-hosted Community edition.
Final Verdict
If you’re already running Salesforce CRM and need simple activity tracking tied to sales records, Salesforce Tasks works fine for that narrow purpose. If you need actual project management - boards, milestones, resourcing, Gantt views - Worklenz is purpose-built for that at a fraction of the cost of paying for Salesforce just to get task tracking.