Compare Agentforce Sales (formerly Salesforce Sales Cloud) and WorkflowMAX 
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Small-Business (80.7% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Starting at $25.00 Per Month
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,503)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansWorkflowMAX
Star Rating
(65)4.1 out of 5
Market Segments
Small-Business (80.7% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $25.00 Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Agentforce Sales excels in automation and customization, with users highlighting its powerful features like customizable dashboards and real-time insights that streamline sales pipeline management. This makes it a strong choice for businesses looking to enhance their customer relationship management.
- Users say that WorkflowMAX is particularly effective for project management, especially in small businesses. Reviewers appreciate its ease of use for tracking projects from start to finish, with one user noting the seamless integration with Xero, which simplifies financial management.
- According to verified reviews, Agentforce Sales has a significantly higher overall satisfaction score, indicating that users feel more positively about their experience. This is reflected in comments about its ability to help teams manage inquiries and track performance effectively.
- Reviewers mention that while WorkflowMAX is user-friendly, it may not offer the same depth of features as Agentforce Sales, particularly in terms of automation capabilities. Users have noted that Agentforce Sales saves them time through its advanced automation, which can be a game-changer for larger teams.
- G2 reviewers highlight that both products have similar entry-level pricing, starting at $25. However, Agentforce Sales has a much larger user base, with over 24,000 reviews compared to WorkflowMAX's 62, suggesting a more established presence and potentially more robust support resources.
- Users report that while both platforms are generally easy to set up, WorkflowMAX has a slight edge in this area, with reviewers appreciating its straightforward onboarding process. This can be particularly beneficial for small businesses looking to get up and running quickly.
Pricing
Entry-Level Pricing
Agentforce Sales (formerly Salesforce Sales Cloud)
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
WorkflowMAX
STANDARD
Starting at $25.00
Per Month
Great for freelancers and small teams.
- Quoting/Estimating
- Client Manager
- Timesheets
Free Trial
Agentforce Sales (formerly Salesforce Sales Cloud)
Free Trial is available
WorkflowMAX
Free Trial is available
Ratings
Meets Requirements
8.8
13,943
8.2
52
Ease of Use
8.2
17,933
8.2
56
Ease of Setup
7.8
8,884
8.1
37
Ease of Admin
7.9
4,479
8.3
19
Quality of Support
8.1
12,164
8.3
47
Has the product been a good partner in doing business?
8.4
4,442
8.3
19
Product Direction (% positive)
8.3
13,616
7.8
52
Features by Category
Sales Force Automation
8.8
9536
|
Verified
Not enough data
8.3
6402
|
Verified
Not enough data
8.7
9262
|
Verified
Not enough data
8.3
9496
|
Verified
Not enough data
8.0
7325
|
Verified
Not enough data
8.2
7620
|
Verified
Not enough data
8.0
6764
|
Verified
Not enough data
8.1
6664
|
Verified
Not enough data
8.3
7416
|
Verified
Not enough data
Marketing Automation
8.0
6677
|
Verified
Not enough data
8.1
6996
|
Verified
Not enough data
8.5
8065
|
Verified
Not enough data
7.9
5431
Not enough data
Customer Support
8.3
6833
|
Verified
Not enough data
8.1
6390
|
Verified
Not enough data
8.2
6790
|
Verified
Not enough data
8.0
5501
|
Verified
Not enough data
8.2
5995
|
Verified
Not enough data
Reporting & Analytics
8.5
8993
|
Verified
Not enough data
8.5
9164
|
Verified
Not enough data
8.2
7457
|
Verified
Not enough data
Mobile & Social
7.9
5625
|
Verified
Not enough data
7.8
5251
|
Verified
Not enough data
7.7
6106
|
Verified
Not enough data
Platform
8.5
3615
|
Verified
Not enough data
8.5
3618
|
Verified
Not enough data
8.6
3630
|
Verified
Not enough data
8.4
2899
|
Verified
Not enough data
8.5
3175
|
Verified
Not enough data
8.1
3193
|
Verified
Not enough data
8.7
3614
|
Verified
Not enough data
8.1
3028
Not enough data
Integration
8.5
2603
|
Verified
Not enough data
8.5
3070
|
Verified
Not enough data
8.5
2896
|
Verified
Not enough data
Generative AI
7.6
888
Not enough data
Agentic AI - CRM
7.8
250
Not enough data
7.9
248
Not enough data
8.2
247
Not enough data
8.0
240
Not enough data
8.0
239
Not enough data
8.0
242
Not enough data
8.2
245
Not enough data
Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Tasks
Not enough data
8.9
19
|
Verified
Not enough data
8.6
19
|
Verified
Not enough data
8.6
19
|
Verified
Not enough data
7.8
17
|
Verified
Not enough data
7.4
18
|
Verified
Not enough data
7.9
14
Not enough data
6.8
18
|
Verified
Not enough data
7.4
17
|
Verified
Projects
Not enough data
7.2
17
|
Verified
Not enough data
7.5
17
|
Verified
Not enough data
6.5
17
|
Verified
Not enough data
6.9
17
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
8.6
18
|
Verified
Not enough data
Feature Not Available
Not enough data
8.3
17
|
Verified
Not enough data
7.4
17
|
Verified
Not enough data
8.8
18
|
Verified
Not enough data
8.0
17
|
Verified
Resource Management
Not enough data
7.8
17
|
Verified
Not enough data
6.9
17
|
Verified
Not enough data
6.9
17
|
Verified
Project Monitoring
Not enough data
7.9
17
|
Verified
Not enough data
6.4
16
|
Verified
Not enough data
7.5
17
|
Verified
Generative AI
Not enough data
5.8
13
Not enough data
5.8
13
Agentic AI - Project Management
Not enough data
5.9
11
Not enough data
6.7
11
Not enough data
6.4
13
Not enough data
6.8
11
Not enough data
6.4
11
Not enough data
6.8
11
Not enough data
6.4
11
Cartography
8.8
40
Not enough data
8.5
36
Not enough data
8.6
40
Not enough data
8.5
40
Not enough data
Analysis
8.4
33
Not enough data
8.5
39
Not enough data
8.5
36
Not enough data
8.5
35
Not enough data
Reporting
8.7
34
Not enough data
8.5
29
Not enough data
8.8
27
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.6
274
Not enough data
8.8
297
Not enough data
8.8
317
Not enough data
8.6
292
Not enough data
Organization
9.0
354
Not enough data
8.8
345
Not enough data
8.8
340
Not enough data
Performance Analysis
8.4
286
Not enough data
8.8
308
Not enough data
Sales Analysis
8.4
285
Not enough data
8.8
302
Not enough data
Generative AI
8.5
126
Not enough data
8.4
126
Not enough data
Agentic AI - AI Sales Assistant
9.2
28
Not enough data
9.1
28
Not enough data
8.9
27
Not enough data
9.0
26
Not enough data
9.3
28
Not enough data
9.1
27
Not enough data
9.3
28
Not enough data
Integrated Workflows
8.7
523
Not enough data
8.5
515
Not enough data
8.1
470
Not enough data
8.1
464
Not enough data
8.9
527
Not enough data
8.4
472
Not enough data
8.6
484
Not enough data
Repeatability and Reportability
8.4
486
Not enough data
8.7
504
Not enough data
8.7
501
Not enough data
8.3
486
Not enough data
7.8
418
Not enough data
AI and Automation
8.5
465
Not enough data
8.4
473
Not enough data
8.3
429
Not enough data
8.0
433
Not enough data
7.8
416
Not enough data
Generative AI
7.4
271
Not enough data
Agentic AI - Sales Engagement
8.3
89
Not enough data
8.5
90
Not enough data
8.6
87
Not enough data
8.4
90
Not enough data
8.3
89
Not enough data
8.2
90
Not enough data
8.5
90
Not enough data
Call Analytics
8.7
130
Not enough data
8.5
134
Not enough data
8.7
130
Not enough data
8.9
131
Not enough data
Artificial Intelligence - Conversation Intelligence
8.7
140
Not enough data
8.6
124
Not enough data
Not enough data
Not enough data
Generative AI
8.2
58
Not enough data
Agentic AI - Conversation Intelligence
8.6
12
Not enough data
9.2
14
Not enough data
9.2
13
Not enough data
9.2
14
Not enough data
8.6
12
Not enough data
8.8
12
Not enough data
9.0
13
Not enough data
Cost Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Setup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Task Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Task Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Customer Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Accounting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workload
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication & Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content & Documents
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Controls
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Remote Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Project Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Sourcing and Forecasting
8.6
65
Not enough data
8.5
66
Not enough data
8.8
66
Not enough data
8.5
63
Not enough data
8.4
63
Not enough data
8.3
57
Not enough data
8.2
58
Not enough data
CRM Data Enrichment
8.1
63
Not enough data
8.4
61
Not enough data
8.2
59
Not enough data
8.0
62
Not enough data
8.5
56
Not enough data
Account Management
8.2
63
Not enough data
8.0
63
Not enough data
8.1
60
Not enough data
8.2
59
Not enough data
8.6
55
Not enough data
8.4
56
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
7.8
20
Not enough data
8.1
20
Not enough data
8.3
20
Not enough data
8.1
20
Not enough data
8.0
20
Not enough data
Territory Mapping
8.8
36
Not enough data
8.7
34
Not enough data
8.5
34
Not enough data
Route Planning
9.0
33
Not enough data
9.0
35
Not enough data
9.3
36
Not enough data
Sales Performance Management
8.4
31
Not enough data
8.6
34
Not enough data
9.1
34
Not enough data
Presentation and Forms
8.1
30
Not enough data
8.4
33
Not enough data
8.6
33
Not enough data
Integrations
8.1
156
Not enough data
8.5
157
Not enough data
8.1
156
Not enough data
8.1
155
Not enough data
8.8
158
Not enough data
Branding & Customizatio
8.1
151
Not enough data
8.2
154
Not enough data
8.3
154
Not enough data
Automatic Rules & Configurations
8.4
155
Not enough data
8.3
155
Not enough data
8.0
156
Not enough data
Agentic AI - Business Scheduling
8.3
32
Not enough data
8.4
34
Not enough data
Sales Performance Features - Sales Planning
8.4
175
Not enough data
8.5
164
Not enough data
8.5
169
Not enough data
8.6
172
Not enough data
8.6
170
Not enough data
8.8
168
Not enough data
8.2
164
Not enough data
Territory Management - Sales Planning
8.6
166
Not enough data
8.5
172
Not enough data
Quota & Capacity Management - Sales Planning
8.4
169
Not enough data
8.4
176
Not enough data
8.4
168
Not enough data
Agentic AI - Sales Planning
8.5
57
Not enough data
8.5
56
Not enough data
Agentic AI - Lead Scoring
7.8
56
Not enough data
8.2
55
Not enough data
7.9
57
Not enough data
8.1
58
Not enough data
Attribution
8.9
454
Not enough data
8.9
458
Not enough data
8.6
436
Not enough data
Discovery
8.9
462
Not enough data
8.6
455
Not enough data
8.6
433
Not enough data
Management
8.5
421
Not enough data
8.6
443
Not enough data
Platform
8.6
433
Not enough data
8.6
432
Not enough data
Agentic AI - Sales Performance Management
8.5
75
Not enough data
8.6
74
Not enough data
8.5
76
Not enough data
Incentives
8.2
439
Not enough data
8.4
503
Not enough data
8.0
436
Not enough data
8.6
514
Not enough data
Personalization
8.6
485
Not enough data
8.8
561
Not enough data
8.9
594
Not enough data
8.6
537
Not enough data
Administrative
8.7
566
Not enough data
8.5
528
Not enough data
8.4
510
Not enough data
Agentic AI - Email Tracking
8.1
62
Not enough data
8.4
60
Not enough data
8.4
60
Not enough data
8.2
61
Not enough data
8.4
61
Not enough data
8.3
60
Not enough data
8.3
63
Not enough data
Analytics
8.3
568
Not enough data
8.4
577
Not enough data
8.3
591
Not enough data
Customizations
8.7
622
Not enough data
8.5
592
Not enough data
8.5
625
Not enough data
8.3
570
Not enough data
8.4
597
Not enough data
Generative AI
7.5
290
Not enough data
Agentic AI - Sales Analytics
8.3
80
Not enough data
8.6
79
Not enough data
8.4
80
Not enough data
8.3
79
Not enough data
8.3
79
Not enough data
Data Sourcing
8.5
968
Not enough data
8.7
999
Not enough data
8.3
902
Not enough data
8.7
1031
Not enough data
8.6
962
Not enough data
Predictive Analytics
8.4
947
Not enough data
8.6
961
Not enough data
8.1
856
Not enough data
8.3
896
Not enough data
Sales Management
8.7
985
Not enough data
8.1
858
Not enough data
8.6
982
Not enough data
8.8
1052
Not enough data
Agentic AI - Outbound Call Tracking
8.6
39
Not enough data
8.6
40
Not enough data
Calling
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
184
Not enough data
8.6
45
Not enough data
Contacts
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Not enough data
Insights
9.1
189
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.7
39
Not enough data
Agentic AI - Sales Coaching
9.0
21
Not enough data
9.0
21
Not enough data
9.2
22
Not enough data
9.2
22
Not enough data
Training
8.8
258
Not enough data
8.8
250
Not enough data
8.5
209
Not enough data
8.5
244
Not enough data
Feedback
8.8
239
Not enough data
8.6
234
Not enough data
8.6
215
Not enough data
8.6
202
Not enough data
8.8
226
Not enough data
8.9
229
Not enough data
8.7
200
Not enough data
Generative AI
7.6
72
Not enough data
Agentic AI - Sales Enablement
8.0
34
Not enough data
8.0
33
Not enough data
8.2
34
Not enough data
Content Management
8.3
353
Not enough data
8.1
344
Not enough data
8.2
330
Not enough data
8.5
319
Not enough data
8.3
337
Not enough data
Analytics
8.7
347
Not enough data
8.4
345
Not enough data
8.5
226
Not enough data
8.3
352
Not enough data
Learning Management - Sales Enablement
8.3
27
Not enough data
8.4
27
Not enough data
8.5
27
Not enough data
Revenue Enablement - Sales Enablement
8.3
26
Not enough data
8.3
29
Not enough data
8.8
28
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Agentic AI - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Time Tracking
Not enough data
8.7
42
Not enough data
8.4
40
Not enough data
8.2
39
Client Invoicing
Not enough data
8.5
32
Not enough data
7.4
17
Not enough data
7.2
34
Mobile Time Tracking
Not enough data
7.6
36
Administration
Not enough data
7.2
31
Not enough data
7.8
29
Not enough data
6.7
29
Not enough data
Feature Not Available
Not enough data
8.1
31
Platform
Not enough data
7.6
31
Not enough data
7.7
27
Not enough data
6.3
28
Not enough data
7.9
29
Not enough data
7.4
28
Not enough data
Feature Not Available
Categories
Categories
Shared Categories
Agentforce Sales (formerly Salesforce Sales Cloud) and WorkflowMAX are categorized as CRM
Unique Categories
Agentforce Sales (formerly Salesforce Sales Cloud) is categorized as Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement, AI Sales Assistant, Location Intelligence, Field Sales, Sales Coaching, Sales Enablement, Outbound Call Tracking, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, and Revenue AI Platforms
WorkflowMAX is categorized as Project Management, Time Tracking, Document Management, Invoice Management, Professional Services Automation, Project Collaboration, Project Cost Management, Task Management, Workflow Management, and Work Management
Reviews
Reviewers' Company Size
Agentforce Sales (formerly Salesforce Sales Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
WorkflowMAX
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
Computer Software
13.6%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.7%
Marketing and Advertising
15.8%
Construction
10.5%
Accounting
8.8%
Architecture & Planning
7.0%
Civil Engineering
7.0%
Other
50.9%
Discussions
When do you need a CRM?
11 Comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
MM
1. Customer Management,
2. Employee Day to Day Activity tracking,
3. Make your business process smooth
4. Automated workflow
5. Validated workflow...Read more
WorkflowMAX has no discussions with answers
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