# Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) vs Casebook Comparison | | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Star Rating** | 4.1 out of 5 | 4.3 out of 5 | | **Total Reviews** | 87 | 71 | | **Largest Market Segment** | Small-Business (62.2% of reviews) | Small-Business (84.5% of reviews) | | **Entry Level Price** | No pricing available | Starting at $29.00 Per Month | --- ## Top Pros & Cons ### Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) Pros: - Customizability (2 reviews) - Customization (2 reviews) Cons: - Confusing Terminology (1 reviews) - Difficult Learning (1 reviews) ### Casebook **Not enough data** --- ## Ratings Comparison | Rating | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Meets Requirements** | 8.0 (59 reviews) | 8.4 (51 reviews) | | **Ease of Use** | 7.3 (61 reviews) | 8.5 (52 reviews) | | **Ease of Setup** | 6.1 (41 reviews) | 8.2 (39 reviews) | | **Ease of Admin** | 6.8 (41 reviews) | 8.8 (28 reviews) | | **Quality of Support** | 7.5 (55 reviews) | 9.1 (49 reviews) | | **Has the product been a good partner in doing business?** | 7.8 (44 reviews) | 9.0 (29 reviews) | | **Product Direction (% positive)** | 8.3 (60 reviews) | 9.3 (47 reviews) | --- ## Pricing ### Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Casebook #### Entry-Level Pricing Plan: Starter: The Essentials Price: Starting at $29.00 Per Month Description: Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing. Key Features: - Up to 3 users - Optional Forms - SSO [Browse all 4 editions](https://www.g2.com/products/casebook/pricing) #### Free Trial No --- ## Features Comparison By Category ### Fundraising | Product | Score | Reviews | |---|---|---| | **Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)** | 9.0/10 | 11 | | **Casebook** | N/A | N/A | #### Administration | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Reporting** | 9.1 (9 reviews) | Not enough data | | **Interaction Tracking** | 9.3 (9 reviews) | Not enough data | | **Automation** | 7.8 (6 reviews) | Not enough data | | **Donor Profiles** | 9.0 (8 reviews) | Not enough data | #### Fundraising | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Campaign Management** | 8.5 (8 reviews) | Not enough data | | **Online Donation Portal** | 9.7 (6 reviews) | Not enough data | | **Event Planning** | 9.0 (5 reviews) | Not enough data | | **Recurring Donations** | 9.3 (5 reviews) | Not enough data | | **Peer-to-peer Fundraising** | Not enough data | Not enough data | | **Mobile Capabilities** | Not enough data | Not enough data | #### Marketing | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Email Marketing** | 9.4 (6 reviews) | Not enough data | | **Direct Mail Tools** | 9.3 (5 reviews) | Not enough data | ### Human Services | Product | Score | Reviews | |---|---|---| | **Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)** | 8.6/10 | 8 | | **Casebook** | 8.1/10 | 49 | #### Platform Basics | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Reporting** | 9.0 (8 reviews) | 7.8 (41 reviews) | | **Interoperability** | 8.5 (8 reviews) | 7.7 (35 reviews) | | **Performance** | 9.2 (8 reviews) | 8.7 (47 reviews) | #### Case Management | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Client Intake** | 8.3 (7 reviews) | 8.7 (47 reviews) | | **Outcome Measurement** | 8.6 (7 reviews) | 8.6 (37 reviews) | | **Form Builder** | 8.1 (6 reviews) | 8.4 (41 reviews) | #### Platform Additional Functionality | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Mobility** | 8.8 (8 reviews) | 7.6 (37 reviews) | | **Messaging** | 8.1 (6 reviews) | 6.6 (31 reviews) | #### Platform Data | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Dashboard** | 8.5 (8 reviews) | 8.6 (43 reviews) | | **Alerts and Notifications** | 9.3 (7 reviews) | 8.2 (40 reviews) | ### Donor Management | Product | Score | Reviews | |---|---|---| | **Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)** | 8.0/10 | 10 | | **Casebook** | N/A | N/A | #### Administration | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **User Dashboard** | 8.3 (9 reviews) | Not enough data | | **Donor Profiles** | 7.7 (8 reviews) | Not enough data | | **Reporting** | 8.0 (9 reviews) | Not enough data | | **Templates** | 7.1 (7 reviews) | Not enough data | | **Customization** | 8.9 (9 reviews) | Not enough data | #### Donor Management | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Moves Management** | 8.1 (8 reviews) | Not enough data | | **Pledge Tracking** | 8.1 (7 reviews) | Not enough data | | **E-Document Storage** | 8.1 (9 reviews) | Not enough data | | **Acknowledgments & Communications** | 7.1 (7 reviews) | Not enough data | #### Interoperability | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Event Tracking** | 8.3 (6 reviews) | Not enough data | | **Gift Tracking** | 8.6 (7 reviews) | Not enough data | | **Fund Accounting** | 8.3 (7 reviews) | Not enough data | ### Nonprofit CRM | Product | Score | Reviews | |---|---|---| | **Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)** | 7.7/10 | 16 | | **Casebook** | N/A | N/A | #### Constituent Management | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Constituent Profiles** | 7.5 (14 reviews) ✓ Verified | Not enough data | | **Online Portal** | 7.8 (10 reviews) ✓ Verified | Not enough data | | **Donor Communications** | 7.2 (9 reviews) ✓ Verified | Not enough data | #### Marketing Automation | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Email Marketing** | 6.7 (11 reviews) ✓ Verified | Not enough data | | **Lead Management** | 7.6 (11 reviews) ✓ Verified | Not enough data | | **Campaign Management** | 7.6 (12 reviews) ✓ Verified | Not enough data | | **Marketing ROI Analytics** | 7.2 (9 reviews) ✓ Verified | Not enough data | #### Workflow Automation | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Donor Prospecting** | 7.3 (10 reviews) ✓ Verified | Not enough data | | **Data Entry** | 8.2 (13 reviews) ✓ Verified | Not enough data | | **Task Delegation** | 8.8 (12 reviews) ✓ Verified | Not enough data | #### Reporting & Analytics | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Reporting** | 8.8 (12 reviews) ✓ Verified | Not enough data | | **Dashboards** | 8.8 (12 reviews) ✓ Verified | Not enough data | | **Automated Reports** | 8.3 (11 reviews) ✓ Verified | Not enough data | #### Integrations | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Accounting** | 7.6 (9 reviews) ✓ Verified | Not enough data | | **Fundraising** | 7.5 (12 reviews) ✓ Verified | Not enough data | | **Grant Management** | 7.3 (10 reviews) ✓ Verified | Not enough data | | **Sales POS** | 7.3 (8 reviews) ✓ Verified | Not enough data | #### Agentic AI - Nonprofit CRM | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | ### Grant Management | Product | Score | Reviews | |---|---|---| | **Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)** | 8.2/10 | 9 | | **Casebook** | N/A | N/A | #### Proposal Management | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Form Building** | 8.6 (6 reviews) ✓ Verified | Not enough data | | **Review Tools** | 8.6 (7 reviews) ✓ Verified | Not enough data | | **Grantee Portal** | 8.9 (6 reviews) ✓ Verified | Not enough data | | **Attachments** | 8.5 (8 reviews) ✓ Verified | Not enough data | | **Task Management** | 8.1 (8 reviews) ✓ Verified | Not enough data | #### Fund Tracking | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Disbursements** | 7.8 (6 reviews) ✓ Verified | Not enough data | | **Grant Allocations** | 8.1 (6 reviews) ✓ Verified | Not enough data | | **Email Notifications** | 7.9 (7 reviews) ✓ Verified | Not enough data | #### Impact & Outcomes | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Program Evaluation** | 8.6 (7 reviews) ✓ Verified | Not enough data | | **Data Analytics** | 8.1 (7 reviews) ✓ Verified | Not enough data | | **Ad Hoc Reporting** | 7.9 (8 reviews) ✓ Verified | Not enough data | | **Dashboards** | 7.9 (8 reviews) ✓ Verified | Not enough data | #### Grant Prospecting | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Funder Lists** | 8.1 (6 reviews) ✓ Verified | Not enough data | | **Automated Responses** | 8.3 (5 reviews) ✓ Verified | Not enough data | #### Compliance | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Eligibility Screening** | 7.7 (5 reviews) ✓ Verified | Not enough data | | **Auditing** | 8.1 (6 reviews) ✓ Verified | Not enough data | #### Integrations | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Fund Accounting** | 8.3 (5 reviews) ✓ Verified | Not enough data | | **Donor Management** | 8.6 (7 reviews) ✓ Verified | Not enough data | ### Volunteer Management | Product | Score | Reviews | |---|---|---| | **Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)** | N/A | N/A | | **Casebook** | N/A | N/A | #### Volunteer Management | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Opportunity Listings** | Not enough data | Not enough data | | **Volunteer Tracking** | Not enough data | Not enough data | | **Volunteer Scheduling** | Not enough data | Not enough data | | **Volunteer Profiles** | Not enough data | Not enough data | | **Document Management** | Not enough data | Not enough data | #### Engagement & Communication Tools | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Gamification** | Not enough data | Not enough data | | **Mass Messaging** | Not enough data | Not enough data | | **Donation Pages** | Not enough data | Not enough data | | **Mobile Application** | Not enough data | Not enough data | #### Administration | Feature | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **CRM Integration** | Not enough data | Not enough data | | **Dashboards & Analytics** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Human Services Software](https://www.g2.com/categories/human-services) **Unique to Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) (5):** [Grant Management Software](https://www.g2.com/categories/grant-management), [Volunteer Management Software](https://www.g2.com/categories/volunteer-management), [Donor Management Software](https://www.g2.com/categories/donor-management), [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm), [Fundraising Software](https://www.g2.com/categories/fundraising) --- ## Reviewer Demographics ### By Company Size | Segment | Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) | Casebook | |---|---|---| | **Small-Business** | 62.2% | 84.5% | | **Mid-Market** | 32.9% | 12.7% | | **Enterprise** | 4.9% | 2.8% | ### By Industry #### Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) - **Non-Profit Organization Management:** 57.3% - **Education Management:** 3.7% - **Fund-Raising:** 3.7% - **Individual & Family Services:** 3.7% - **Hospital & Health Care:** 3.7% - **Computer Software:** 2.4% - **Information Technology and Services:** 2.4% - **Higher Education:** 2.4% - **Arts and Crafts:** 1.2% - **Civic & Social Organization:** 1.2% - **Other:** 18.3% #### Casebook - **Non-Profit Organization Management:** 33.8% - **Individual & Family Services:** 17.6% - **Civic & Social Organization:** 13.2% - **Human Resources:** 8.8% - **Education Management:** 7.4% - **Law Enforcement:** 4.4% - **Mental Health Care:** 2.9% - **Hospital & Health Care:** 2.9% - **Arts and Crafts:** 2.9% - **Public Safety:** 1.5% - **Other:** 4.4% --- ## Alternatives ### Alternatives to Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) — 4.6/5 stars (899 reviews) - [Neon CRM](https://www.g2.com/products/neon-one-llc-neon-crm/reviews) — 4.2/5 stars (426 reviews) - [Bonterra EveryAction](https://www.g2.com/products/bonterra-everyaction/reviews) — 4.3/5 stars (283 reviews) - [Blackbaud Raiser's Edge NXT](https://www.g2.com/products/blackbaud-raiser-s-edge-nxt/reviews) — 3.9/5 stars (622 reviews) - [DonorPerfect](https://www.g2.com/products/donorperfect/reviews) — 4.4/5 stars (565 reviews) - [Virtuous CRM+](https://www.g2.com/products/virtuous-crm/reviews) — 4.4/5 stars (281 reviews) - [Bonterra Network for Good](https://www.g2.com/products/bonterra-network-for-good/reviews) — 4.6/5 stars (411 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4842 reviews) - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (341 reviews) - [Tessitura](https://www.g2.com/products/tessitura/reviews) — 3.8/5 stars (80 reviews) ### Alternatives to Casebook - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (341 reviews) - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) — 4.6/5 stars (337 reviews) - [Therap Services](https://www.g2.com/products/therap-services/reviews) — 4.6/5 stars (221 reviews) - [LiveImpact](https://www.g2.com/products/liveimpact/reviews) — 4.8/5 stars (17 reviews) - [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) — 4.8/5 stars (30 reviews) - [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) — 4.5/5 stars (95 reviews) - [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews) — 3.9/5 stars (16 reviews) - [extendedReach](https://www.g2.com/products/extendedreach/reviews) — 4.8/5 stars (2 reviews) - [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews) — 4.6/5 stars (9 reviews) - [Sumac](https://www.g2.com/products/sumac/reviews) — 4.2/5 stars (26 reviews) --- ## Top Discussions ### Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud) - Title: [How can Salesforce help non profits?](https://www.g2.com/discussions/how-can-salesforce-help-non-profits) — 1 comment > **Top comment:** "Salesforce is an integrated platform that helps nonprofits expand their impact across the world. Salesforce makes the job of nonprofits easier, making better..." - Title: [What's the next five year plan for Salesforce.org Nonprofit Cloud?](https://www.g2.com/discussions/what-s-the-next-five-year-plan-for-salesforce-org-nonprofit-cloud) — 1 comment, 1 upvote > **Top comment:** "Exactinside’s intuitively designed Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant exam questions provide you the most simple way to get your target..." - Title: [Do you think that Salesforce is a great tool but need a big improvement on its user interface?](https://www.g2.com/discussions/do-you-think-that-salesforce-is-a-great-tool-but-need-a-big-improvement-on-its-user-interface) — 1 comment, 1 upvote > **Top comment:** "Salesforce Classes in pune Salesforce course in pune Salesforce training in pune Salesforce added native Backup and Restore feature Salesforce has..." ### Casebook No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud-vs-casebook)