CaptaFi vs. Salesforce Agentforce Financial Services

CaptaFi

Salesforce Agentforce Financial Services

42 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
CaptaFi	N/A	N/A	CaptaFi is loan tracking software with a built in CRM, phone system and e-sign module. The web based software helps manage a sales pipeline. A customer portal, branded with a company name and logo, allows clients to upload their documents directly into the system. CaptaFi is available with a 14 Day Free Trial, and it is $20 per user, per month.	$20 per month per user
Agentforce Financial Services	Score8.5 out of 10	N/A	The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…	$300 per month billed annually per user

Pricing

CaptaFi

Agentforce Financial Services

Enterprise: $40
per month per user

Sales: $300
per month billed annually per user
Service: $300
per month billed annually per user
Sales and Service: $325
per month billed annually per user
Einstein 1 for Sales and Service: $700
per month billed annually per user

Pricing Offerings
CaptaFi	Agentforce Financial Services
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

$250

No setup fee

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Community Pulse
Key User Insights
	CaptaFi	Agentforce Financial Services
Considered Both Products	Captasoft No answer on this topic	Salesforce No answer on this topic
	Would buy again
	No answers on this topic	100% Would buy again 5 Answers
	Delivers good value for the price
	No answers on this topic	No answers on this topic
	Happy with the feature set
	No answers on this topic	100% Happy with the feature set 5 Answers
	Lived up to sales and marketing promises
	No answers on this topic	No answers on this topic
	Implementation went as expected
No answers on this topic	No answers on this topic

User Ratings
	CaptaFi	Agentforce Financial Services
Likelihood to Recommend	- (0 ratings)	7.5 (5 ratings)
Usability	- (0 ratings)	7.5 (4 ratings)

User Testimonials
	CaptaFi	Agentforce Financial Services
Likelihood to Recommend	Captasoft No answers on this topic	Salesforce Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too. Verified User Read full review
Pros	Captasoft No answers on this topic	Salesforce Ease of use Reporting Customisation Incentivized Verified User Read full review
Cons	Captasoft No answers on this topic	Salesforce Automation. There is room to automate certain processes that require manual executions. Implementation. It is hard and requires a 3rd party to help to implement which is costly. Incentivized Oscar Elizondo Espinosa Client Specialist Read full review
Usability	Captasoft No answers on this topic	Salesforce It does its job but could be better. I think it all comes down to each business configuration of the platform. Incentivized Verified User Read full review
Alternatives Considered	Captasoft No answers on this topic	Salesforce We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company. Incentivized Verified User Read full review
Return on Investment	Captasoft No answers on this topic	Salesforce Positively helpful with targets Motivating and encouraging Helpful with figures Verified User Read full review
ScreenShots	CaptaFi Screenshots