Compare · Salesforce
CRM Assist vs Salesforce list views for updating deals
Salesforce list views with inline editing are free and already in your org. CRM Assist is a paid tool that sits on top of Salesforce. Here is what each does, so you can decide whether list views are enough for you.
Updated 26 October 2026 · by the CRM Assist team at ShiftRight
At a glance
| Salesforce list views | CRM Assist | |
|---|---|---|
| Cost | Included with Salesforce | US$9.90 per user per month after a 14-day free trial |
| Setup | None; create your own list view | Free Chrome or Edge extension using your Salesforce login; your user needs API access |
| Edit in a grid | Yes, inline editing per cell | Yes, spreadsheet-style grid |
| Change many deals at once | Select rows and change one field, if they share a record type | Paste a column from Excel or Google Sheets, or update several deals at once |
| Undo a mistake | Change the value back by hand | Undo (Ctrl+Z) |
| Related data | One object per list view | Deals with their account, plus a search across deals, accounts and contacts |
| AI assistant | Depends on your Salesforce edition and add-ons | Meera built in; you approve every change. Or connect your own Claude or ChatGPT |
| Forecast | Salesforce Forecasts, if your admin has set them up | Commit, best case and pipeline as you update, forecast calls, quotas and win/loss |
| Phone | Salesforce mobile app | Update deals and scan business cards, even without signal |
When list views are enough
- You update a few fields on a few deals each week.
- Your deals share one record type, so mass edits work.
- Your company has already set up forecasting in Salesforce and you are happy with it.
- You can't install browser extensions at work, or your Salesforce user has no API access.
When CRM Assist is worth it
- You update most of your pipeline every week before a forecast call.
- You keep a spreadsheet next to Salesforce and copy numbers across.
- You want stale close dates and missing next steps flagged for you.
- You want to update deals from your phone straight after meetings.
- You are a manager who wants every rep's forecast call in one place.
You can use both
CRM Assist doesn't replace Salesforce or change its setup. Every change is saved straight to Salesforce, so list views, reports and dashboards keep working as before. Nothing is installed in Salesforce, and CRM Assist never deletes records. Read more in 5 ways to update Salesforce opportunities or CRM Assist for Salesforce.
Questions
Is CRM Assist a replacement for Salesforce?
No. It is a faster screen on top of Salesforce. Your data stays in Salesforce and every change is saved there.
Do I need my Salesforce admin to use CRM Assist?
Usually not. CRM Assist uses the Salesforce login you already have through a Chrome extension. Your Salesforce user needs API access, which your admin can switch on if it is off.
How much does CRM Assist cost?
A 14-day free trial with no credit card, then US$9.90 per user per month or US$90 per user per year. Cancel any time.
Get your Friday back.
CRM Assist: a fast, spreadsheet-style workspace and AI assistant on top of Salesforce or Dynamics 365. 14-day free trial, no credit card, then US$9.90 per user per month.