# Conga CLM vs Salesforce CRM Dashboards Comparison --- ## AI Generated Summary - **G2 reviewers report** that Conga CLM excels in its **native integration with Salesforce** , allowing users to trigger complex contracts directly from Opportunity records. This feature significantly streamlines the contract process, saving time and reducing the need to switch between different browser tabs. - **Users say** that Salesforce CRM Dashboards provide a highly **customizable experience** , enabling teams to tailor dashboards to their specific needs. This flexibility allows for a comprehensive view of critical metrics, making it easier to identify trends and opportunities within customer data. - **According to verified reviews** , Conga CLM is praised for its ability to keep the entire contract process **organized and hassle-free**. Features like approvals, version control, and compliance management are seamlessly integrated, ensuring that nothing slips through the cracks during the contract lifecycle. - **Reviewers mention** that Salesforce CRM Dashboards are particularly effective for **analytics and reporting** , especially for customer service KPIs. Users appreciate the ease of drilling down into individual customer records, which helps them quickly identify potential opportunities and enhance customer service. - **G2 reviewers highlight** that while Conga CLM has a solid user experience, some users have noted challenges with **configuration** to match specific workflows. This can lead to a learning curve for new users, especially those unfamiliar with contract management systems. - **Users report** that Salesforce CRM Dashboards generally offer a smoother **setup experience** , with many finding the onboarding process intuitive and straightforward. This ease of setup can be a significant advantage for teams looking to get up and running quickly with their analytics tools. | | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | | **Total Reviews** | 618 | 35 | | **Largest Market Segment** | Mid-Market (41.8% of reviews) | Mid-Market (40.0% of reviews) | | **Entry Level Price** | Contact Us 1 User Per Month | No pricing available | --- ## Top Pros & Cons ### Conga CLM Pros: - Ease of Use (83 reviews) - Efficiency (61 reviews) Cons: - Steep Learning Curve (32 reviews) - Learning Curve (29 reviews) ### Salesforce CRM Dashboards **Not enough data** --- ## Ratings Comparison | Rating | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Meets Requirements** | 8.4 (513 reviews) | 9.0 (23 reviews) | | **Ease of Use** | 8.1 (517 reviews) | 8.3 (24 reviews) | | **Ease of Setup** | 7.5 (383 reviews) | 8.1 (9 reviews) | | **Ease of Admin** | 8.0 (357 reviews) | 8.5 (9 reviews) | | **Quality of Support** | 8.5 (494 reviews) | 8.7 (23 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (364 reviews) | 8.3 (9 reviews) | | **Product Direction (% positive)** | 8.6 (507 reviews) | 7.5 (23 reviews) | --- ## Pricing ### Conga CLM #### Entry-Level Pricing Plan: CLM Activate, CLM Accelerate and CLM Transform Price: Contact Us 1 User Per Month Description: CLM Activate: Core contract creation and storage for commercial teams with straightforward needs. Includes document generation, approvals and workflows, eSignature integration, template management, search, reporting, and AI Actions, all out of the box. CLM Accelerate: All Activate capabilities plus Obligation Management, Intake Management, Clause Library governance, Legal Playbook, and full audit trail. Built for teams with structured approval workflows and mature CLM processes. AI Actions included. Top-tier package on Salesforce. CLM Transform: All Accelerate capabilities plus Supplier Registration & Portal, Risk & Compliance Management, and up to 3 connectors. Designed for enterprise-scale, multi-region deployments with external supplier workflows and deep CRM/ERP integrations. AiMe AI Actions included. Available on Conga Advantage Platform only. Key Features: - CLM Activate: Contract Creation & Storage, Document Generation, Template Management, Approval Workflows, eSignature Integration, Search & Reporting, AI Actions, Self-Service Contracting. Entry-level CLM for commercial teams managing standard contract types with straightforward workflows. - CLM Accelerate: All Activate Features, Obligation Management, Intake Management, Clause Library & Governance, Legal Playbook, Redline & Review, Full Audit Trail, AI Actions. Structured CLM for teams with mature workflows, clause governance needs, and cross-functional approval processes. - CLM Transform: All Accelerate Features, Supplier Registration & Portal, Risk & Compliance Management, Up to 3 Connectors, AI Actions. Enterprise-grade CLM for multi-region deployments with supplier collaboration, AI-driven risk management, and deep system integrations. [Learn more about Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) #### Free Trial No ### Salesforce CRM Dashboards #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Proposal | Product | Score | Reviews | |---|---|---| | **Conga CLM** | 8.0/10 | 156 | | **Salesforce CRM Dashboards** | N/A | N/A | #### Document Creation | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Customizability: Variables and Fields** | 8.1 (140 reviews) ✓ Verified | Not enough data | | **Template Creation and Flexibility** | 7.9 (143 reviews) ✓ Verified | Not enough data | | **Rich Media** | 7.6 (117 reviews) ✓ Verified | Not enough data | | **Online Document Creation** | 8.4 (136 reviews) ✓ Verified | Not enough data | | **PDF Creation** | 8.0 (143 reviews) ✓ Verified | Not enough data | | **Custom Branding** | 8.3 (141 reviews) ✓ Verified | Not enough data | #### Workflow | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Document Builder Interface** | 7.7 (137 reviews) ✓ Verified | Not enough data | | **Collaborative Creation** | 7.5 (113 reviews) ✓ Verified | Not enough data | | **Assembly and Approval Workflows** | 7.5 (109 reviews) ✓ Verified | Not enough data | #### Analytics | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Engagement Tracking** | Feature Not Available | Not enough data | | **Proposal Effectiveness Reporting** | Feature Not Available | Not enough data | | **Reporting and Dashboards** | 8.0 (118 reviews) ✓ Verified | Not enough data | #### Administration and Platform | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **User, Role, and Access Management** | 8.3 (130 reviews) ✓ Verified | Not enough data | | **Alerts and Notifications** | 8.2 (135 reviews) ✓ Verified | Not enough data | | **CRM Integration** | 8.5 (116 reviews) ✓ Verified | Not enough data | | **E-Signature Integration** | 8.4 (108 reviews) ✓ Verified | Not enough data | | **CPQ Integration** | 8.5 (68 reviews) ✓ Verified | Not enough data | | **API / Integrations** | 8.5 (87 reviews) ✓ Verified | Not enough data | #### Generative AI | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **AI Text Generation** | 6.0 (5 reviews) | Not enough data | ### Contract Management | Product | Score | Reviews | |---|---|---| | **Conga CLM** | 8.1/10 | 247 | | **Salesforce CRM Dashboards** | N/A | N/A | #### Contract Management Platform Features | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Contract Creation** | 8.6 (198 reviews) ✓ Verified | Not enough data | | **Contract Templates** | 8.3 (194 reviews) ✓ Verified | Not enough data | | **Contract Editing** | 8.1 (191 reviews) ✓ Verified | Not enough data | | **Contract Attachments** | 8.5 (202 reviews) ✓ Verified | Not enough data | | **Contract Collaboration** | 8.1 (168 reviews) ✓ Verified | Not enough data | | **Approval Process** | 8.3 (194 reviews) ✓ Verified | Not enough data | | **Notifications & Reminders** | 8.2 (210 reviews) ✓ Verified | Not enough data | | **Contract Database** | 8.8 (203 reviews) ✓ Verified | Not enough data | | **Integrations / APIs** | 8.1 (171 reviews) ✓ Verified | Not enough data | | **Reporting & Dashboards** | 8.1 (199 reviews) ✓ Verified | Not enough data | #### Generative AI | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **AI Text Generation** | 6.6 (36 reviews) | Not enough data | | **AI Text Summarization** | 6.9 (36 reviews) | Not enough data | #### Agentic AI - Contract Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Autonomous Task Execution** | 8.7 (10 reviews) | Not enough data | ### Contract Analytics | Product | Score | Reviews | |---|---|---| | **Conga CLM** | 8.6/10 | 25 | | **Salesforce CRM Dashboards** | N/A | N/A | #### Platform Basics | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Data Extraction** | 8.6 (23 reviews) | Not enough data | | **Contract Comparisons** | 9.0 (19 reviews) | Not enough data | #### Artificial Intelligence Capabilities | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Text Analytics** | 8.7 (21 reviews) | Not enough data | | **NLP** | 8.4 (19 reviews) | Not enough data | | **OCR** | 8.8 (19 reviews) | Not enough data | #### Contract Data | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Data Import** | 8.3 (18 reviews) | Not enough data | | **Data Export** | 8.3 (15 reviews) | Not enough data | | **Custom Reporting** | 8.5 (18 reviews) | Not enough data | | **Clause Identification and Mapping** | 8.4 (19 reviews) | Not enough data | #### Generative AI | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **AI Text Summarization** | 7.9 (8 reviews) | Not enough data | ### Contract Lifecycle Management (CLM) | Product | Score | Reviews | |---|---|---| | **Conga CLM** | 8.5/10 | 136 | | **Salesforce CRM Dashboards** | N/A | N/A | #### Contract Creation & Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Contract Creation** | 9.1 (109 reviews) | Not enough data | | **Contract Templates** | 8.9 (109 reviews) | Not enough data | | **Contract Editing** | 8.7 (109 reviews) | Not enough data | | **Contract Attachments** | 8.9 (105 reviews) | Not enough data | #### Collaboration | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Contract Collaboration** | 8.7 (107 reviews) | Not enough data | | **Approval Process** | 9.0 (107 reviews) | Not enough data | #### Other Platform Features | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Notifications & Reminders** | 8.8 (105 reviews) | Not enough data | | **Contract Database** | 8.9 (107 reviews) | Not enough data | | **Contract Compliance** | 8.8 (107 reviews) | Not enough data | | **Integrations / APIs** | 8.6 (106 reviews) | Not enough data | | **E-Signature** | 8.8 (111 reviews) | Not enough data | #### Contract Data | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Reporting & Dashboards** | 8.6 (103 reviews) | Not enough data | | **Advanced Contract Analytics** | 8.3 (104 reviews) | Not enough data | #### Generative AI | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **AI Text Generation** | 7.0 (46 reviews) | Not enough data | | **AI Text Summarization** | 7.2 (47 reviews) | Not enough data | #### Agentic AI - Contract Lifecycle Management (CLM) | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Autonomous Task Execution** | 8.1 (31 reviews) | Not enough data | | **Cross-system Integration** | 8.4 (32 reviews) | Not enough data | | **Adaptive Learning** | Feature Not Available | Not enough data | | **Natural Language Interaction** | 8.3 (32 reviews) | Not enough data | | **Proactive Assistance** | Feature Not Available | Not enough data | | **Decision Making** | 8.7 (31 reviews) | Not enough data | ### Legal Document Management | Product | Score | Reviews | |---|---|---| | **Conga CLM** | 9.5/10 | 10 | | **Salesforce CRM Dashboards** | N/A | N/A | #### Storage and Collaboration - Legal Document Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Editing and Tracking** | 9.6 (9 reviews) | Not enough data | | **Centralised Database** | 9.6 (9 reviews) | Not enough data | | **Accessibility and Permission for Sharing** | 9.6 (9 reviews) | Not enough data | | **Document Storage** | 9.6 (9 reviews) | Not enough data | #### Document Management - Legal Document Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Search and Retreival** | 9.6 (9 reviews) | Not enough data | | **Synchronization of Data** | 9.6 (9 reviews) | Not enough data | | **Versioning** | 9.6 (9 reviews) | Not enough data | #### Analysis - Legal Document Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Document Review** | 9.6 (9 reviews) | Not enough data | | **Legal Analytics** | 9.6 (9 reviews) | Not enough data | #### Artificial Intelligence - Legal Document Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **AI Automation** | 9.3 (9 reviews) | Not enough data | #### Accessibility - Legal Document Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Cross-Platform Access** | 9.6 (9 reviews) | Not enough data | #### Agentic AI - Legal Document Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Cross-system Integration** | 9.3 (9 reviews) | Not enough data | | **Natural Language Interaction** | 9.1 (9 reviews) | Not enough data | ### Salesforce AppExchange Apps | Product | Score | Reviews | |---|---|---| | **Conga CLM** | N/A | N/A | | **Salesforce CRM Dashboards** | N/A | N/A | #### Agentic AI - Salesforce AppExchange Apps | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **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 | | **Adaptive Learning** | Feature Not Available | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Feature Not Available | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Enterprise Content Management (ECM) | Product | Score | Reviews | |---|---|---| | **Conga CLM** | N/A | N/A | | **Salesforce CRM Dashboards** | N/A | N/A | #### Agentic AI - Enterprise Content Management (ECM) | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### File Management | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **File Type Support** | 9.2 (8 reviews) | Not enough data | | **Metadata** | 8.3 (7 reviews) | Not enough data | | **OCR Scanning** | 7.7 (5 reviews) | Not enough data | | **Versioning** | 8.6 (6 reviews) | Not enough data | | **Collaboration** | 8.3 (7 reviews) | Not enough data | | **Document Assembly** | 7.8 (6 reviews) | Not enough data | | **Form Creation** | 8.8 (7 reviews) | Not enough data | | **Portals and Sites** | 7.4 (7 reviews) | Not enough data | | **Disposition** | 8.6 (7 reviews) | Not enough data | | **Search** | 8.3 (7 reviews) | Not enough data | | **Web Interface** | 8.1 (6 reviews) | Not enough data | | **Mobile Apps** | 7.7 (5 reviews) | Not enough data | #### Workflow | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Process Automation** | 7.5 (6 reviews) | Not enough data | | **Conditions** | 6.9 (6 reviews) | Not enough data | | **Activities** | 7.5 (6 reviews) | Not enough data | | **Records Management** | 7.9 (7 reviews) | Not enough data | | **Case Management** | 8.0 (5 reviews) | Not enough data | #### Platform | Feature | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Internationalization** | 7.6 (7 reviews) | Not enough data | | **Performance and Reliability** | 8.1 (7 reviews) | Not enough data | | **Reporting and Auditing** | 8.3 (6 reviews) | Not enough data | | **System of Record Integration** | 7.7 (5 reviews) | Not enough data | | **APIs** | 8.0 (5 reviews) | Not enough data | --- ## Categories **Shared Categories (1):** [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps) **Unique to Conga CLM (7):** [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm), [Legal Document Management Software](https://www.g2.com/categories/legal-document-management), [Contract Analytics Software](https://www.g2.com/categories/contract-analytics), [Proposal Software](https://www.g2.com/categories/proposal), [Contract Management Software](https://www.g2.com/categories/contract-management), [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm), [Salesforce CRM Document Generation Software](https://www.g2.com/categories/salesforce-crm-document-generation) --- ## Reviewer Demographics ### By Company Size | Segment | Conga CLM | Salesforce CRM Dashboards | |---|---|---| | **Small-Business** | 20.4% | 36.7% | | **Mid-Market** | 41.8% | 40.0% | | **Enterprise** | 37.8% | 23.3% | ### By Industry #### Conga CLM - **Information Technology and Services:** 14.1% - **Computer Software:** 13.9% - **Hospital & Health Care:** 6.1% - **Marketing and Advertising:** 5.4% - **Financial Services:** 5.1% - **Non-Profit Organization Management:** 3.2% - **Internet:** 2.7% - **Biotechnology:** 2.4% - **Medical Devices:** 2.2% - **Health, Wellness and Fitness:** 2.2% - **Other:** 42.5% #### Salesforce CRM Dashboards - **Information Technology and Services:** 16.7% - **Computer Software:** 10.0% - **Telecommunications:** 10.0% - **Market Research:** 6.7% - **Internet:** 6.7% - **Higher Education:** 6.7% - **Apparel & Fashion:** 6.7% - **Retail:** 3.3% - **Real Estate:** 3.3% - **Non-Profit Organization Management:** 3.3% - **Other:** 26.7% --- ## Alternatives ### Alternatives to Conga CLM - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) — 4.3/5 stars (492 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) — 4.7/5 stars (3595 reviews) - [LinkSquares](https://www.g2.com/products/linksquares/reviews) — 4.7/5 stars (437 reviews) - [Ironclad](https://www.g2.com/products/ironclad/reviews) — 4.4/5 stars (310 reviews) - [Icertis Contract Management Software](https://www.g2.com/products/icertis-contract-management-software/reviews) — 4.2/5 stars (81 reviews) - [DealHub](https://www.g2.com/products/dealhub/reviews) — 4.7/5 stars (848 reviews) - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews) — 4.1/5 stars (791 reviews) - [ContractWorks, an Onit product](https://www.g2.com/products/contractworks-an-onit-product/reviews) — 4.6/5 stars (95 reviews) - [Concord](https://www.g2.com/products/concord/reviews) — 4.2/5 stars (133 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) — 4.2/5 stars (1502 reviews) --- ## Top Discussions ### Conga CLM - Title: [What is Conga Contract Intelligence (formerly Contract Wrangler) used for?](https://www.g2.com/discussions/what-is-conga-contract-intelligence-formerly-contract-wrangler-used-for) — 1 comment > **Top comment:** "It is a powerful tool designed to enhance the contract management process by leveraging AI and machine learning" - Title: [How do you handle electronic signature?](https://www.g2.com/discussions/electronic-signature) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "The eSignature Wizard has out-of-the-box functionality with DocuSign and Adobe Sign. The Wizard prompts the user for the document(s) to be included for..." - Title: [How can we be sure timing is right to buy?](https://www.g2.com/discussions/timing) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "We get asked this question a lot and the answer is simple: What is the cost of doing nothing? Contracts aren't getting any easier to manage and your manual..." - Title: [How hard is it to implement? Will we have to figure all this out on our own?](https://www.g2.com/discussions/implementation-eef9edb7-0f87-48a9-94d8-29700a8be667) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Conga Novatus provides activation, configuration, and training services as part of its core offering! Every user gets personal 24/7 support and full..." - Title: [Does Conga Novatus integrate with ERP, CPQ, CRM, or even our own homegrown system?](https://www.g2.com/discussions/5358-integrations) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes, our Integration capabilities are extremely flexible! Conga’s Technical Services experts have a 100% proven track record of integrating with any..." ### Salesforce CRM Dashboards No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/conga-conga-clm-vs-salesforce-crm-dashboards)