Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Centrex Software 
Featured Products
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (88.9% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
No pricing available
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Star Rating
(223)4.3 out of 5
Market Segments
Enterprise (47.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansCentrex Software
Star Rating
(10)4.8 out of 5
Market Segments
Small-Business (88.9% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Centrex SoftwareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in providing a comprehensive suite of features tailored for financial services, such as Action Plans and workflow templates that help automate regulated processes. Users appreciate the platform's ability to streamline client information access, making it easier to update records and track progress.
- Users say that Centrex Software stands out for its exceptional customer service and customizability. Reviewers highlight the platform's automated accounting features, which ensure accuracy when processing transactions, making it a reliable choice for businesses in the cash advance sector.
- According to verified reviews, Salesforce Financial Services Cloud has a higher overall satisfaction score, indicating that users find it to be a more robust solution for enterprise-level financial management, despite its higher entry-level price point of $325. Users note the platform's organized layout and financial fields as significant improvements.
- Reviewers mention that while Centrex Software has a smaller user base, it garners high ratings for ease of use and setup, making it particularly appealing for small businesses. Users appreciate its out-of-the-box functionality, which allows for quick implementation and immediate benefits, especially in revenue generation through effective drip campaigns.
- G2 reviewers highlight that Salesforce Financial Services Cloud offers advanced features like householding and visual relationship maps, which enhance user experience and client management. However, some users express a desire for improved mobile-specific features to better support on-the-go access.
- Users report that Centrex Software's focus on the cash advance market provides a tailored experience that meets specific industry needs, with many praising its transparent operations and the effectiveness of its CRM tools. This niche focus allows it to deliver a product that resonates well with its target audience.
Pricing
Entry-Level Pricing
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- 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
Centrex Software
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Centrex Software
No trial information availableRatings
Meets Requirements
8.6
149
10.0
5
Ease of Use
8.0
172
10.0
5
Ease of Setup
7.8
111
Not enough data
Ease of Admin
8.0
46
Not enough data
Quality of Support
8.4
142
9.7
5
Has the product been a good partner in doing business?
8.6
49
Not enough data
Product Direction (% positive)
8.5
146
Not enough data
Features by Category
Content
8.3
81
Not enough data
Platform Additional Functionality
8.1
79
Not enough data
8.6
81
Not enough data
8.5
76
Not enough data
8.1
75
Not enough data
7.9
75
Not enough data
Platform Reporting and Analytics
8.6
79
Not enough data
7.9
76
Not enough data
Customer Support
8.4
77
Not enough data
8.4
77
Not enough data
8.3
76
Not enough data
8.4
77
Not enough data
Marketing Automation
8.2
72
Not enough data
8.4
73
Not enough data
8.2
72
Not enough data
Sales Force Automation
8.2
74
Not enough data
8.1
76
Not enough data
8.0
70
Not enough data
8.1
73
Not enough data
8.0
71
Not enough data
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Centrex Software are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
Centrex Software is categorized as Loan Servicing
Reviews
Reviewers' Company Size
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Centrex Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
44.7%
Banking
10.7%
Accounting
5.6%
Information Technology and Services
5.6%
Computer Software
3.0%
Other
30.5%
Financial Services
77.8%
Publishing
11.1%
Media Production
11.1%
‐
‐
Other
0.0%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
Centrex Software has no discussions with answers
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