CaptaFi vs. Salesforce Financial Services Cloud
CaptaFi vs. Salesforce Financial Services Cloud
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 CaptaFi | 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 | |
 Salesforce Financial Services Cloud | 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 |
| CaptaFi | Salesforce Financial Services Cloud | |||||||||||||||
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| Entry-level Setup Fee | $250 undefined | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| CaptaFi | Salesforce Financial Services Cloud |
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| CaptaFi | Salesforce Financial Services Cloud | |
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| Small Businesses |  Affinity CRM Score 9.2 out of 10 | Affinity CRM Score 9.2 out of 10 |
| Medium-sized Companies | No answers on this topic | No answers on this topic |
| Enterprises | No answers on this topic | No answers on this topic |
| All Alternatives | View all alternatives | View all alternatives |
| CaptaFi | Salesforce Financial Services Cloud | |
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| Likelihood to Recommend | - (0 ratings) | 5.0 (2 ratings) |
| Usability | - (0 ratings) | 5.0 (1 ratings) |
| CaptaFi | Salesforce Financial Services Cloud | |
|---|---|---|
| Likelihood to Recommend | Captasoft No answers on this topic |  Salesforce
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| Pros | Captasoft No answers on this topic | Salesforce
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| Cons | Captasoft No answers on this topic | Salesforce
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| Usability | Captasoft No answers on this topic | Salesforce
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| Alternatives Considered | Captasoft No answers on this topic | Salesforce
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| Return on Investment | Captasoft No answers on this topic | Salesforce
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| ScreenShots | CaptaFi Screenshots   |