DivulgeTech Forex CRM vs. Salesforce Agentforce Financial Services

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
DivulgeTech Forex CRM
Score 0.0 out of 10
N/A
DivulgeTech Forex CRM is a custom-built CRM platform for forex brokerages, developed by a team boasting 18+ years of industry experience and headquartered in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform with native MetaTrader 4 and MetaTrader 5 integration. Core capabilities: Client onboarding — KYC/AML verification, document storage, automated workflows IB & affiliate management — multi-tier commissions,…N/A
Agentforce Financial Services
Score 8.4 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
DivulgeTech Forex CRMSalesforce Agentforce Financial Services
Editions & Modules
No answers on this topic
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
Offerings
Pricing Offerings
DivulgeTech Forex CRMAgentforce Financial Services
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
DivulgeTech Forex CRMSalesforce Agentforce Financial Services
Best Alternatives
DivulgeTech Forex CRMSalesforce Agentforce Financial Services
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
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 AlternativesView all alternativesView all alternatives
User Ratings
DivulgeTech Forex CRMSalesforce Agentforce Financial Services
Likelihood to Recommend
-
(0 ratings)
5.0
(2 ratings)
Usability
-
(0 ratings)
5.0
(1 ratings)
User Testimonials
DivulgeTech Forex CRMSalesforce Agentforce Financial Services
Likelihood to Recommend
DivulgeTech
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.
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Pros
DivulgeTech
No answers on this topic
Salesforce
  • Ease of use
  • Reporting
  • Customisation
Read full review
Cons
DivulgeTech
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.
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Usability
DivulgeTech
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.
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Alternatives Considered
DivulgeTech
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.
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Return on Investment
DivulgeTech
No answers on this topic
Salesforce
  • Positively helpful with targets
  • Motivating and encouraging
  • Helpful with figures
Read full review
ScreenShots

DivulgeTech Forex CRM Screenshots

Screenshot of the Tasks Management module of DivulgeTech Forex CRM. It provides a centralized interface for brokers and administrators to track and manage client-related requests and operational tasks.Screenshot of Forex CRM Software for MT4 & MT5Screenshot of Forex CRM - Payments Integration