# 4Degrees vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparison

| | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 5 | 226 | 
| **Largest Market Segment** | Small-Business (50.0% of reviews) | Enterprise (47.5% of reviews) | 
| **Entry Level Price** | No pricing available | $325.00 1 user Per Month | 


---
## Ratings Comparison
| Rating | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
  | **Meets Requirements** | Not enough data | 8.6 (151 reviews) | 
  | **Ease of Use** | Not enough data | 8.0 (174 reviews) | 
  | **Ease of Setup** | Not enough data | 7.8 (113 reviews) | 
  | **Ease of Admin** | Not enough data | 8.0 (47 reviews) | 
  | **Quality of Support** | Not enough data | 8.4 (144 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.6 (50 reviews) | 
  | **Product Direction (% positive)** | Not enough data | 8.5 (147 reviews) | 

---
## Pricing

### 4Degrees

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Financial Services Cloud Service Enterprise

Price: $325.00 1 user Per Month

Description: The financial services CRM for service with built-in AI.

Key Features:
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization

[Browse all 3 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Real Estate CRM

| Product | Score | Reviews |
|---|---|---|
| **4Degrees** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |

#### Client Management

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Lead Scoring** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Task Management

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Marketing Automation** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Third-Party Integration** | Not enough data | Not enough data | 

#### Platform Features

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Contact &amp; Account Management** | Not enough data | Not enough data | 
| **Opportunity &amp; Pipeline Management** | Not enough data | Not enough data | 
| **Task / Activity Management** | Not enough data | Not enough data | 
| **Listing Management** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Transaction Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **CMA Management** | Feature Not Available | Not enough data | 
| **Forecasting &amp; Reporting** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 

#### Agentic AI - Real Estate CRM

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **4Degrees** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |

#### Investment Management

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### AI Assistants for Financial Services

| Product | Score | Reviews |
|---|---|---|
| **4Degrees** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |

#### Conversation Intelligence

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Action Items** | Not enough data | Not enough data | 
| **AI Meeting Transcription** | Not enough data | Not enough data | 
| **Sentiment analysis** | Not enough data | Not enough data | 

#### Workflow

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Triggering** | Not enough data | Not enough data | 
| **Email drafting** | Not enough data | Not enough data | 
| **Form Pre-fill** | Not enough data | Not enough data | 
| **CRM Auto-Logging** | Not enough data | Not enough data | 

#### Compliance

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Document verification** | Not enough data | Not enough data | 
| **Language Monitoring** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | 
| **Triggering** | Not enough data | Not enough data | 

#### Insights

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Next Best Action** | Not enough data | Not enough data | 
| **Client Interaction Analysis** | Not enough data | Not enough data | 
| **Revenue Opportunity** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **4Degrees** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 87 |

#### Content

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Automation** | Not enough data | 8.3 (83 reviews) | 

#### Platform Additional Functionality

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | 8.1 (81 reviews) | 
| **Dashboard** | Not enough data | 8.6 (81 reviews) | 
| **Cloud** | Not enough data | 8.5 (76 reviews) | 
| **Mobility** | Not enough data | 8.1 (75 reviews) | 
| **Messaging** | Not enough data | 7.9 (75 reviews) | 

#### Platform Reporting and Analytics

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Reporting** | Not enough data | 8.6 (79 reviews) | 
| **Forecasting** | Not enough data | 7.9 (76 reviews) | 

#### Customer Support

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Case Management** | Not enough data | 8.4 (79 reviews) | 
| **Customer Support Portal** | Not enough data | 8.4 (77 reviews) | 
| **Knowledge Base** | Not enough data | 8.3 (77 reviews) | 
| **Support Analytics** | Not enough data | 8.4 (77 reviews) | 

#### Marketing Automation

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Campaign Management** | Not enough data | 8.2 (72 reviews) | 
| **Lead Management** | Not enough data | 8.4 (73 reviews) | 
| **Marketing Analytics** | Not enough data | 8.2 (73 reviews) | 

#### Sales Force Automation

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pipeline Management** | Not enough data | 8.2 (74 reviews) | 
| **Task Management** | Not enough data | 8.1 (77 reviews) | 
| **Product and Price List Management** | Not enough data | 8.0 (70 reviews) | 
| **Quote and Order Management** | Not enough data | 8.1 (73 reviews) | 
| **Contract Management** | Not enough data | 8.0 (71 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Decision Making** | Not enough data | 8.0 (65 reviews) | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)

**Unique to 4Degrees (2):** [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management), [Real Estate CRM Software](https://www.g2.com/categories/real-estate-crm)

**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services)


---
## Reviewer Demographics

### By Company Size

| Segment | 4Degrees | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Small-Business** | 50.0% | 20.5% | 
| **Mid-Market** | 25.0% | 32.0% | 
| **Enterprise** | 25.0% | 47.5% | 

### By Industry

#### 4Degrees

- **Insurance:** 25.0%
- **Information Technology and Services:** 25.0%
- **Information Services:** 25.0%
- **Education Management:** 25.0%

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Financial Services:** 44.7%
- **Banking:** 10.6%
- **Accounting:** 5.5%
- **Information Technology and Services:** 5.5%
- **Computer Software:** 3.0%
- **Hospital &amp; Health Care:** 3.0%
- **Marketing and Advertising:** 3.0%
- **Insurance:** 3.0%
- **Consumer Services:** 1.5%
- **Leisure, Travel &amp; Tourism:** 1.5%
- **Other:** 18.6%

---
## Alternatives

### Alternatives to 4Degrees

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- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)

---
## Top Discussions

### 4Degrees

No discussions available for this product.

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/4degrees-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud)

