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# ConnectWise PSA vs Salesforce Sales Cloud Comparison - What are their main differences?

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ConnectWise PSASalesforce Sales Cloud[+ Add Product](#)

Reviews

**ConnectWise PSA** [

4/5(582)

](https://www.g2.com/products/connectwise-psa/reviews#reviews)

**Salesforce Sales Cloud** [

4.4/5(27,568)

](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews#reviews)

Pricing

**ConnectWise PSA**
No pricing available

**Salesforce Sales Cloud**
Free Trial

**$25.00** 1 User Per Month · Starter Edition

**Pricing Insights**
from reviews

Time to Implement

**ConnectWise PSA**
2 monthsFaster

Based on 23 responses

**Salesforce Sales Cloud**
5 months

Based on 1358 responses

Return on Investment

**ConnectWise PSA**
15 months

Based on 18 responses

**Salesforce Sales Cloud**
14 months1 month sooner

Based on 1131 responses

Perceived Cost

**ConnectWise PSA**
$$$$$

**Salesforce Sales Cloud**
$$$$$

Average Discount

**ConnectWise PSA**
9%

**Salesforce Sales Cloud**
16%7% more

 ![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA")

 ![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")

G2 offers free advice on this comparison.

Chat with an expert

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 ![](/assets/advisor_router/text_message-df41c2977e57ce19bdccb768c56510d9fa9182b581f7903660ca57fd8634bf09.svg)Text Message

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Pros & Cons

**ConnectWise PSA**
[
Ease of Use (36)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1652702&qs=pros-and-cons#reviews)[
Integration (21)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1651784&qs=pros-and-cons#reviews)[
Learning Curve (24)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1651723&qs=pros-and-cons#reviews)[
Poor Customer Support (16)
](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bsentiment_snippet%5D=1651928&qs=pros-and-cons#reviews)

**Salesforce Sales Cloud**
[
Ease of Use (2065)
](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews?filters%5Bsentiment_snippet%5D=1701944&qs=pros-and-cons#reviews)[
Features (1726)
](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews?filters%5Bsentiment_snippet%5D=1699954&qs=pros-and-cons#reviews)[
Learning Curve (1092)
](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews?filters%5Bsentiment_snippet%5D=1699554&qs=pros-and-cons#reviews)[
Limitations (791)
](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews?filters%5Bsentiment_snippet%5D=1701094&qs=pros-and-cons#reviews)

Integrations

**ConnectWise PSA**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f701c2bc8e8128a9090458644727a7a4/3cx.jpg "Product Avatar Image")

3CX

](https://www.g2.com/products/3cx/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e1304dcbbafd174d337465f054526ef0/connectwise-automate.png "Product Avatar Image")

ConnectWise Automate

](https://www.g2.com/products/connectwise-automate/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9a6bcc657902d054a8d3b5ac691f76b8/connectwise-cpq.png "Product Avatar Image")

ConnectWise CPQ

](https://www.g2.com/products/connectwise-cpq/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_bc09c6f03204ca7a32bb9985df6b8214/it-glue.png "Product Avatar Image")

IT Glue

](https://www.g2.com/products/it-glue/reviews)[
View all
](https://www.g2.com/products/connectwise-psa/integrations)

**Salesforce Sales Cloud**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4fac05402fe43361a53e62b04e561fd1/6sense-revenue-marketing.png "Product Avatar Image")

6sense Revenue Marketing

](https://www.g2.com/products/6sense-revenue-marketing/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_4fac05402fe43361a53e62b04e561fd1/6sense-sales.png "Product Avatar Image")

6sense Sales Intelligence

](https://www.g2.com/products/6sense-sales/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_134c91bb90489a69dad41d269f19787f/8x8-work.png "Product Avatar Image")

8x8 Work

](https://www.g2.com/products/8x8-work/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_e89d21750715f4646ed61c011b2917dc/adobe-acrobat.png "Product Avatar Image")

Adobe Acrobat

](https://www.g2.com/products/adobe-acrobat/reviews)[
View all
](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/integrations)

Screenshots

**ConnectWise PSA**
 ![ConnectWise PSA screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/66950/Today-Screen.png)

**Salesforce Sales Cloud**
 ![Salesforce Sales Cloud screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1331455/Screenshot-2025-02-28-at-3.19.28-PM.png)

Ratings

Meets Requirements

**ConnectWise PSA**

8.4

8.4490

**Salesforce Sales Cloud**

8.8

8.814,305

Ease of Use

**ConnectWise PSA**

7.4

7.4498

**Salesforce Sales Cloud**

8.2

8.219,558

Ease of Setup

**ConnectWise PSA**

6.6

6.6268

**Salesforce Sales Cloud**

7.8

7.810,456

Ease of Admin

**ConnectWise PSA**

7.4

7.4248

**Salesforce Sales Cloud**

7.9

7.94,570

Quality of Support

**ConnectWise PSA**

7.5

7.5457

**Salesforce Sales Cloud**

8.1

8.112,503

Has the product been a good partner in doing business?

**ConnectWise PSA**

7.7

7.7244

**Salesforce Sales Cloud**

8.4

8.44,536

Product Direction (% positive)

**ConnectWise PSA**

7.1

7.1481

**Salesforce Sales Cloud**

8.3

8.313,887

Features

CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);)

7.3

169

8.7

12,720

Sales Force Automation

Contact & Account Management

8.5

137

|

Verified

8.8(won by 0.3)

9915

|

Verified

Partner Relationship Mgmt. (PRM)

7.9

95

|

Verified

8.3(won by 0.4)

6415

|

Verified

Opportunity & Pipeline Mgmt.

7.8

125

|

Verified

8.8(won by 1.0)

9863

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Task / Activity Management

8.3(tied score)

139

|

Verified

8.3(tied score)

9706

|

Verified

Territory & Quota Management

7.6

101

|

Verified

8.0(won by 0.4)

7344

|

Verified

Desktop Integration

8.3(won by 0.1)

128

8.2

7643

|

Verified

Product & Price List Management

8.0(tied score)

114

|

Verified

8.0(tied score)

6776

|

Verified

Quote & Order Management

8.1(tied score)

114

|

Verified

8.1(tied score)

6707

|

Verified

Customer Contract Management

8.4(won by 0.1)

124

|

Verified

8.3

7428

|

Verified

Contract/License Management

Not enough data

9.3(won by default)

7

Marketing Automation

Email Marketing

7.3

85

|

Verified

8.0(won by 0.7)

6689

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Campaign Management

7.2

88

|

Verified

8.1(won by 0.9)

7015

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Lead Management

7.4

94

|

Verified

8.5(won by 1.1)

8284

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Marketing ROI Analytics

7.4

76

|

Verified

7.9(won by 0.5)

5431

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Email Management

Not enough data

8.3(won by default)

5

Deal Management

Not enough data

9.6(won by default)

21

File Management

Not enough data

Not enough data

Customer Support

Case Management

8.4(won by 0.1)

127

8.3

6857

|

Verified

Customer Support Portal

7.6

125

|

Verified

8.1(won by 0.5)

6385

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Knowledge Base

7.7

119

8.2(won by 0.5)

6799

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Call Center Features

7.5

82

8.0(won by 0.5)

5503

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Support Analytics

7.9

108

8.2(won by 0.3)

5986

|

Verified

Workflow Management

Not enough data

9.7(won by default)

63

Opportunity Management

Not enough data

9.9(won by default)

41

Sales Pipeline Management

Not enough data

9.7(won by default)

139

Reporting/Analytics

Not enough data

9.3(won by default)

207

Calendar Management

Not enough data

9.4(won by default)

9

Pipeline Management

Not enough data

9.6(won by default)

109

Communication Management

Not enough data

9.7(won by default)

16

Visual Analytics

Not enough data

9.7(won by default)

15

Template Management

Not enough data

7.3(won by default)

5

Predictive Analytics

Not enough data

9.3(won by default)

35

Document Management

Not enough data

10.0(won by default)

6

Commission Management

Not enough data

8.0(won by default)

5

Field Sales Management

Not enough data

8.6(won by default)

7

Content Management

Not enough data

Not enough data

Channel Management

Not enough data

Not enough data

Reporting & Analytics

Reporting

7.5

139

|

Verified

8.5(won by 1.0)

9210

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Dashboards

7.3

137

|

Verified

8.5(won by 1.2)

9290

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Forecasting

7.5

112

8.2(won by 0.7)

7578

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile & Social

Mobile User Support

6.8

95

|

Verified

7.7(won by 0.9)

6119

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Social Collaboration Features

Feature Not Available

7.9(won by default)

5644

|

Verified

Social Network Integration

Feature Not Available

7.8(won by default)

5246

|

Verified

Third-Party Integrations

Not enough data

7.8(won by default)

46

Social Media Integration

Not enough data

Not enough data

Customer Support

Not enough data

Not enough data

Multi-Channel Social Integration

Not enough data

Not enough data

Platform

Customization

7.4

81

8.5(won by 1.1)

4030

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Workflow Capability

7.9

86

8.6(won by 0.7)

4007

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

User, Role, and Access Management

8.2

86

8.6(won by 0.4)

3709

|

Verified

Internationalization

7.6

53

8.4(won by 0.8)

2912

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Sandbox / Test Environments

7.3

57

8.5(won by 1.2)

3206

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Document & Content Mgmt.

7.0

74

8.1(won by 1.1)

3218

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Performance and Reliability

8.0

83

8.7(won by 0.7)

3913

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Output Document Generation

7.3

77

8.1(won by 0.8)

3037

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Mobile Access

Not enough data

7.6(won by default)

31

Lead Generation

Not enough data

9.9(won by default)

132

Integration

Data Import & Export Tools

7.7

79

8.5(won by 0.8)

2632

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Integration APIs

8.0

78

8.5(won by 0.5)

3233

|

Verified

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Breadth of Partner Applications

8.5(tied score)

75

8.5(tied score)

2954

|

Verified

Third-Party Integration

Not enough data

8.1(won by default)

174

Internal Chat Integration

Not enough data

9.0(won by default)

10

Collaboration Tools

Not enough data

9.9(won by default)

40

Prospecting Tools

Not enough data

10.0(won by default)

20

Real-Time Data

Not enough data

10.0(won by default)

29

Generative AI

AI Text Generation

Not enough data

7.7(won by default)

943

Generative AI

Not enough data

8.3(won by default)

105

Proposal Generation

Not enough data

Not enough data

Agentic AI - CRM

Autonomous Task Execution

6.1

6

8.4(won by 2.3)

389

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Multi-step Planning

5.3

6

8.1(won by 2.8)

266

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Cross-system Integration

6.1

6

8.4(won by 2.3)

307

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Adaptive Learning

5.3

6

8.0(won by 2.7)

241

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Natural Language Interaction

5.8

6

8.2(won by 2.4)

273

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Proactive Assistance

5.3

6

8.4(won by 3.1)

309

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Decision Making

6.4

6

8.3(won by 1.9)

281

 (There is a greater than 0.5 difference between this product's rating and its competitors)

Calendar/Reminder System

Not enough data

9.0(won by default)

5

Additional Functionality

Search/Filter

Not enough data

8.6(won by default)

52

Alerts/Notifications

Not enough data

7.1(won by default)

8

Data Import/Export

Not enough data

7.0(won by default)

5

Lead Capture

Not enough data

10.0(won by default)

6

Pipeline Reports

Not enough data

9.6(won by default)

26

Segmentation

Not enough data

10.0(won by default)

5

Customizable Fields

Not enough data

7.1(won by default)

12

Role-Based Permissions

Not enough data

7.1(won by default)

14

Interaction Tracking

Not enough data

9.6(won by default)

27

CRM

Not enough data

10.0(won by default)

34

AI Copilot

Not enough data

8.9(won by default)

55

Contact Database

Not enough data

9.8(won by default)

20

Quotes/Estimates

Not enough data

9.3(won by default)

7

Multi-Channel Communication

Not enough data

10.0(won by default)

5

Lead Qualification

Not enough data

9.8(won by default)

14

Sales Reports

Not enough data

8.8(won by default)

8

Customer Journey Mapping

Not enough data

9.1(won by default)

9

Lead Scoring

Not enough data

9.1(won by default)

17

Data Security

Not enough data

8.1(won by default)

25

Customizable Reports

Not enough data

6.1(won by default)

20

Performance Metrics

Not enough data

10.0(won by default)

17

Activity Tracking

Not enough data

9.4(won by default)

13

Lead Nurturing

Not enough data

9.5(won by default)

7

Prioritization

Not enough data

9.6(won by default)

26

Web-based Deployment

Not enough data

9.4(won by default)

6

Customer Database

Not enough data

9.5(won by default)

10

Mobile App

Not enough data

7.6(won by default)

12

Lead Assignment

Not enough data

10.0(won by default)

5

For Small Businesses

Not enough data

8.0(won by default)

5

Data Visualization

Not enough data

8.6(won by default)

6

Monitoring

Not enough data

7.6(won by default)

15

Customer Engagement

Not enough data

10.0(won by default)

5

Workflow Automation

Not enough data

9.8(won by default)

276

Batch Processing

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Referral Tracking

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

For Startups

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

For iPad Devices

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

For Mac Devices

Not enough data

Not enough data

Landing Pages/Web Forms

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Softphone

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Email Sequences

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Business Card/Badge Scanning

Not enough data

Not enough data

Customer Social Profiles

Not enough data

Not enough data

Social Promotion

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

Brand Tracking

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

Business Intelligence[Hide 85 FeaturesShow 85 Features](javascript:void(0);)

9.5

9

Not enough data

Reports

Reports Interface

9.2(won by default)

8

Not enough data

Steps to Answer

9.5(won by default)

7

Not enough data

Graphs and Charts

9.6(won by default)

8

Not enough data

Score Cards

9.6(won by default)

8

Not enough data

Dashboards

9.8(won by default)

9

Not enough data

Customizable Reports

Not enough data

Not enough data

Marketing Reports

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Interactive Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Self Service 

Calculated Fields

Not enough data

Not enough data

Data Column Filtering

Not enough data

Not enough data

Data Discovery

Not enough data

Not enough data

Search

Not enough data

Not enough data

Collaboration / Workflow

Not enough data

Not enough data

Automodeling

Not enough data

Not enough data

Natural Language Search

Not enough data

Not enough data

Visual Discovery

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Data Blending

Not enough data

Not enough data

Advanced Analytics

Predictive Analytics

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Big Data Services

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Building Reports

Data Transformation

Not enough data

Not enough data

Data Modeling

Not enough data

Not enough data

WYSIWYG Report Design

Not enough data

Not enough data

Integration APIs

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Platform

Mobile User Support

Not enough data

Not enough data

Customization 

Not enough data

Not enough data

User, Role, and Access Management

Not enough data

Not enough data

Internationalization

Not enough data

Not enough data

Sandbox / Test Environments

Not enough data

Not enough data

Performance and Reliability

Not enough data

Not enough data

Breadth of Partner Applications

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Metadata Management

Not enough data

Not enough data

Additional Functionality

Customizable Branding

Not enough data

Not enough data

Natural Language Processing

Not enough data

Not enough data

Data Extraction

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Publishing/Sharing

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Strategic Planning

Not enough data

Not enough data

Self Service Data Preparation

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Text Analysis

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Trend/Problem Indicators

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Profitability Analysis

Not enough data

Not enough data

OLAP

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Data Connectors

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Key Performance Indicators

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Data Mining

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Ad hoc Query

Not enough data

Not enough data

Data Visualization[Hide 83 FeaturesShow 83 Features](javascript:void(0);)

9.5

9

Not enough data

Reports

Reports Interface

9.2(won by default)

8

Not enough data

Steps to Answer

9.5(won by default)

7

Not enough data

Graphs and Charts

9.6(won by default)

8

Not enough data

Score Cards

9.6(won by default)

8

Not enough data

Dashboards

9.8(won by default)

9

Not enough data

Customizable Reports

Not enough data

Not enough data

Marketing Reports

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Interactive Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Customizable Dashboard

Not enough data

Not enough data

Reports

Reports Interface

Not enough data

Not enough data

Share Reports

Not enough data

Not enough data

Steps to Answer

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Visualization

Graphs and Charts

Not enough data

Not enough data

Score Cards

Not enough data

Not enough data

Dashboards

Not enough data

Not enough data

Formats

Not enough data

Not enough data

Mobile Dashboards

Not enough data

Not enough data

Public Dashboards

Not enough data

Not enough data

Private Dashboards

Not enough data

Not enough data

Data Updates

Historical Snapshots

Not enough data

Not enough data

Real-Time Updating

Not enough data

Not enough data

Collaboration

Sharing

Not enough data

Not enough data

Co-Editing

Not enough data

Not enough data

Devices

Not enough data

Not enough data

Data Updates

Historical Snapshots

Not enough data

Not enough data

Real-Time Updating

Not enough data

Not enough data

Scheduled/Automated Reports

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Data Management

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Additional Functionality

KPI Monitoring

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Natural Language Search

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Data Aggregation

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Data Connectors

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

API

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Interactive Elements

Not enough data

Not enough data

Single Page View

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Functions/Calculations

Not enough data

Not enough data

Historical Reporting

Not enough data

Not enough data

Data Capture and Transfer

Not enough data

Not enough data

Visual Discovery

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Data Mapping

Not enough data

Not enough data

Relational Display

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

OLAP

Not enough data

Not enough data

Ad hoc Query

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Help Desk[Hide 74 FeaturesShow 74 Features](javascript:void(0);)

7.3

265

Not enough data

Ticket and Case Management

Ticket Creation User Experience

8.6(won by default)

236

Not enough data

Ticket Response User Experience

8.3(won by default)

231

Not enough data

Workflow

8.3(won by default)

228

Not enough data

Automated Response

8.4(won by default)

215

Not enough data

Service Level Agreement (SLA) Management

8.1(won by default)

201

Not enough data

Attachments/Screencasts

7.7(won by default)

217

Not enough data

Ticket Collaboration

8.3(won by default)

225

Not enough data

Customer/Contact Database

8.4(won by default)

167

Not enough data

Workflow Management

Not enough data

Not enough data

Knowledge Base Management

Not enough data

Not enough data

Ticket Management

Not enough data

Not enough data

Call Center Management

Not enough data

Not enough data

Queue Management

Not enough data

Not enough data

Inbox Management

Not enough data

Not enough data

Support Ticket Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Generative AI

AI Text Generation

6.3(won by default)

9

Not enough data

AI Text Summarization

6.1(won by default)

9

Not enough data

Generative AI

Not enough data

Not enough data

Agentic AI - Help Desk

Autonomous Task Execution

4.4(won by default)

6

Not enough data

Natural Language Interaction

4.4(won by default)

6

Not enough data

Proactive Assistance

4.7(won by default)

6

Not enough data

Communication Channels

Customer Portal

7.6(won by default)

178

Not enough data

Email to Case

8.5(won by default)

212

Not enough data

Live Chat Support

7.7(won by default)

137

Not enough data

Social Media Integration

7.1(won by default)

109

Not enough data

Voice

7.5(won by default)

77

Not enough data

Video Chat

Not enough data

Not enough data

Platform

Mobile User Support

6.5(won by default)

86

Not enough data

Customization 

7.7(won by default)

96

Not enough data

User, Role, and Access Management

8.4(won by default)

106

Not enough data

Third-Party Integrations

7.8(won by default)

94

Not enough data

Reporting

7.5(won by default)

195

Not enough data

Activity Dashboard

7.5(won by default)

203

Not enough data

Mobile Access

Not enough data

Not enough data

Additional Functionality

Automated Routing

Not enough data

Not enough data

Chatbot

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Autoresponders

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Real-Time Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Key Performance Indicators

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Voice Recognition

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Task Automation

Not enough data

Not enough data

IVR

Not enough data

Not enough data

Language Detection

Not enough data

Not enough data

Multiple Data Sources

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

API

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Data Security

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

Macros/Templated Responses

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Automated Responses

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Personalization

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Location Intelligence[Hide 50 FeaturesShow 50 Features](javascript:void(0);)

Not enough data

8.4

45

Cartography

Geographic Maps

Not enough data

8.6(won by default)

35

Vector Mapping 

Not enough data

8.4(won by default)

31

Data Visualization

Not enough data

8.6(won by default)

35

Overlaying

Not enough data

8.3(won by default)

35

Data Mapping

Not enough data

Not enough data

Analysis

Predictive Analytics

Not enough data

8.2(won by default)

28

Distance Analysis 

Not enough data

8.4(won by default)

35

Spatial Analysis

Not enough data

8.3(won by default)

31

Data Stream

Not enough data

8.4(won by default)

30

Demographic Data

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Trade Area Analysis

Not enough data

Not enough data

Reporting

Data Transformation

Not enough data

8.6(won by default)

29

WYSIWYG Design

Not enough data

8.3(won by default)

24

API Integrations

Not enough data

8.6(won by default)

22

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Customizable Reports

Not enough data

Not enough data

Geotargeting

Not enough data

Not enough data

Ad hoc Reporting

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Geocoding

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Behavioral Analytics

Not enough data

Not enough data

Data Synchronization

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Multi-Location

Not enough data

Not enough data

Database Support

Not enough data

Not enough data

2D/3D Designing

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Geofencing

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

CAD Tools

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Location Tracking

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Heatmaps

Not enough data

Not enough data

Route Optimization

Not enough data

Not enough data

AI Sales Assistant[Hide 60 FeaturesShow 60 Features](javascript:void(0);)

Not enough data

8.8

442

Lead Facilitation

Customer-facing Chatbot

Not enough data

8.5(won by default)

272

Lead Qualification

Not enough data

8.8(won by default)

299

Lead Follow-up

Not enough data

8.8(won by default)

322

Meeting Scheduling 

Not enough data

8.6(won by default)

291

Organization

Opportunity and Pipeline Management 

Not enough data

9.0(won by default)

359

Data Entry

Not enough data

8.8(won by default)

353

Integrations / APIs

Not enough data

8.9(won by default)

345

Third-Party Integrations

Not enough data

Not enough data

Meeting Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Call Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Notes Management

Not enough data

Not enough data

Sales Activity Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Performance Analysis

Coaching 

Not enough data

8.4(won by default)

288

Peformance Tracking

Not enough data

8.8(won by default)

309

Email Tracking

Not enough data

Not enough data

Call Tracking

Not enough data

Not enough data

Sales Analysis

ROI Forecasting 

Not enough data

8.4(won by default)

283

Sales Forecasting 

Not enough data

8.8(won by default)

303

Generative AI

AI Text Generation

Not enough data

8.5(won by default)

126

AI Text Summarization

Not enough data

8.5(won by default)

126

Generative AI

Not enough data

Not enough data

Agentic AI - AI Sales Assistant

Autonomous Task Execution

Not enough data

9.2(won by default)

32

Multi-step Planning

Not enough data

9.2(won by default)

30

Cross-system Integration

Not enough data

9.0(won by default)

28

Adaptive Learning

Not enough data

8.9(won by default)

28

Natural Language Interaction

Not enough data

9.4(won by default)

29

Proactive Assistance

Not enough data

9.0(won by default)

28

Decision Making

Not enough data

9.3(won by default)

30

AI/Machine Learning

Not enough data

Not enough data

Additional Functionality

Email Response Control

Not enough data

Not enough data

Speech Recognition

Not enough data

Not enough data

Customer Engagement

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

AI Writing Assistant

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Sales Automation

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Templates

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

SMS Messaging

Not enough data

Not enough data

Personalization

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Lead Engagement

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Omnichannel Outreach

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Sales Engagement[Hide 39 FeaturesShow 39 Features](javascript:void(0);)

Not enough data

8.4

639

Integrated Workflows

Task Management

Not enough data

8.7(won by default)

521

Email Tracking/Automation

Not enough data

8.5(won by default)

509

Calls and Voice

Not enough data

8.1(won by default)

464

Other Outreach Options 

Not enough data

8.1(won by default)

458

CRM Integration

Not enough data

8.9(won by default)

525

Calendar

Not enough data

8.4(won by default)

467

Shared Records

Not enough data

8.6(won by default)

480

Business Process Automation

Not enough data

10.0(won by default)

5

Performance Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Repeatability and Reportability

Content Management

Not enough data

8.4(won by default)

481

Workflow Management

Not enough data

8.7(won by default)

504

Workflow Performance

Not enough data

8.7(won by default)

498

Sales Coaching and Insights

Not enough data

8.3(won by default)

482

Gamification

Not enough data

7.8(won by default)

413

AI and Automation

Lead Prioritization

Not enough data

8.5(won by default)

462

Lead Scoring

Not enough data

8.4(won by default)

470

Best Time of Day Scheduling

Not enough data

8.3(won by default)

425

Buyer Intelligence

Not enough data

8.0(won by default)

429

Machine Learning

Not enough data

7.8(won by default)

415

Generative AI

AI Text Generation

Not enough data

7.4(won by default)

267

Generative AI

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Agentic AI - Sales Engagement

Autonomous Task Execution

Not enough data

8.3(won by default)

89

Multi-step Planning

Not enough data

8.5(won by default)

88

Cross-system Integration

Not enough data

8.6(won by default)

87

Adaptive Learning

Not enough data

8.4(won by default)

88

Natural Language Interaction

Not enough data

8.4(won by default)

88

Proactive Assistance

Not enough data

8.2(won by default)

88

Decision Making

Not enough data

8.5(won by default)

88

Strategic Planning

Not enough data

Not enough data

Additional Functionality

Prospecting Tools

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Auto-Dialer

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Conversation Intelligence[Hide 48 FeaturesShow 48 Features](javascript:void(0);)

Not enough data

8.9

185

Call Analytics

Call Recording

Not enough data

8.7(won by default)

133

Machine Learning

Not enough data

8.6(won by default)

137

Call Analysis

Not enough data

8.7(won by default)

134

Lead Qualification

Not enough data

8.9(won by default)

134

Trend Analysis

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

AI/Machine Learning

Not enough data

Not enough data

Artificial Intelligence - Conversation Intelligence

Customer Scoring

Not enough data

8.7(won by default)

142

Speech-to-Text

Not enough data

8.7(won by default)

126

Sentiment Analysis

Not enough data

Not enough data

Generative AI

AI Text Summarization

Not enough data

8.3(won by default)

60

Generative AI

Not enough data

Not enough data

Agentic AI - Conversation Intelligence

Autonomous Task Execution

Not enough data

8.7(won by default)

14

Multi-step Planning

Not enough data

9.1(won by default)

15

Cross-system Integration

Not enough data

9.3(won by default)

15

Adaptive Learning

Not enough data

9.2(won by default)

15

Natural Language Interaction

Not enough data

8.8(won by default)

14

Proactive Assistance

Not enough data

8.9(won by default)

15

Decision Making

Not enough data

9.1(won by default)

15

Third-Party Integrations

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Additional Functionality

Performance Metrics

Not enough data

Not enough data

Keyword Filtering

Not enough data

Not enough data

Natural Language Processing

Not enough data

Not enough data

For Contact Centers

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Call Tracking

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Automatic Transcription

Not enough data

Not enough data

Playbooks

Not enough data

Not enough data

Employee Coaching Tools

Not enough data

Not enough data

Text Mining

Not enough data

Not enough data

Trend/Problem Indicators

Not enough data

Not enough data

Notes Management

Not enough data

Not enough data

Retention Tracking

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Recommendations

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Compliance Tracking

Not enough data

Not enough data

API

Not enough data

Not enough data

Rules-Based Workflow

Not enough data

Not enough data

Intent Recognition

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Professional Services Automation[Hide 73 FeaturesShow 73 Features](javascript:void(0);)

6.4

53

Not enough data

Customer Management

Customer Profiles

7.3(won by default)

48

Not enough data

Sales

6.9(won by default)

49

Not enough data

Marketing

5.7(won by default)

44

Not enough data

Client Portal

6.7(won by default)

51

Not enough data

Project Management

Project Planning

6.6(won by default)

49

Not enough data

Project Tracking

6.6(won by default)

49

Not enough data

Resource Definition

6.6(won by default)

48

Not enough data

Resource Management

7.2(won by default)

50

Not enough data

Resource Allocation & Planning

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Project Time Tracking

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Accounting

Revenue Recognition

6.7(won by default)

48

Not enough data

Invoice Management

7.4(won by default)

50

Not enough data

Payments

6.8(won by default)

47

Not enough data

Project Accounting

6.6(won by default)

44

Not enough data

Budget Tracking

6.5(won by default)

44

Not enough data

Time & Expense Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Billable Items Tracking

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Multiple Projects

Not enough data

Not enough data

Portfolio Management

Portfolio Definition

6.1(won by default)

44

Not enough data

Portfolio Performance

6.0(won by default)

43

Not enough data

Risk

6.1(won by default)

43

Not enough data

Portfolio Mix

6.2(won by default)

42

Not enough data

Analytics

Forecasting

6.0(won by default)

44

Not enough data

Reporting

6.6(won by default)

49

Not enough data

KPIs

6.1(won by default)

47

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Administration

Standard Integrations

7.3(won by default)

50

Not enough data

Workflow

7.5(won by default)

51

Not enough data

Access Management

7.4(won by default)

47

Not enough data

Email Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Portfolio Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Timesheet Management

Not enough data

Not enough data

Accounting Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Platform

APIs

7.0(won by default)

45

Not enough data

Internationalization

6.2(won by default)

42

Not enough data

Performance and Reliability

6.9(won by default)

48

Not enough data

Mobile

5.6(won by default)

47

Not enough data

Offline Access

4.8(won by default)

43

Not enough data

Generative AI

AI Text Generation

4.2(won by default)

28

Not enough data

AI Text Summarization

4.3(won by default)

28

Not enough data

Proposal Generation

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Artificial Intelligence - Professional Services Automation

Predictive Forecasting

Not enough data

Not enough data

Smart task suggestions

Not enough data

Not enough data

Automated workflows

Not enough data

Not enough data

Agentic AI - Professional Services Automation

Adaptive Learning

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Additional Functionality

Activity Dashboard

Not enough data

Not enough data

Gantt/Timeline View

Not enough data

Not enough data

Quotes/Estimates

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

CRM

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Billing & Invoicing

Not enough data

Not enough data

Approval Process Control

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Project Templates

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Revenue Operations & Intelligence (RO&I)[Hide 26 FeaturesShow 26 Features](javascript:void(0);)

Not enough data

8.4

88

Revenue Sourcing and Forecasting

Revenue History

Not enough data

8.7(won by default)

69

Pipeline Management

Not enough data

8.6(won by default)

72

Dashboard Analytics

Not enough data

8.8(won by default)

72

Multi-Device Data Visualization

Not enough data

8.6(won by default)

65

Data Segmentation

Not enough data

8.6(won by default)

69

Predictive Forecasting

Not enough data

8.4(won by default)

60

Revenue Operations Cadence

Not enough data

8.2(won by default)

60

CRM Data Enrichment

Calendar Sync

Not enough data

8.1(won by default)

66

Email Activity Capture

Not enough data

8.4(won by default)

64

Conversation Intelligence

Not enough data

8.2(won by default)

61

Marketing Leads

Not enough data

8.2(won by default)

68

Contact Capture

Not enough data

8.5(won by default)

58

Account Management

Nonengaged Accounts

Not enough data

8.3(won by default)

65

Account optimization

Not enough data

8.1(won by default)

66

Historical Patterns

Not enough data

8.1(won by default)

62

Rep Performance

Not enough data

8.3(won by default)

62

Account Engagement

Not enough data

8.7(won by default)

58

Historical Win/Loss Patterns

Not enough data

8.4(won by default)

58

Agentic AI - Revenue Operations & Intelligence (RO&I)

Autonomous Task Execution

Not enough data

8.1(won by default)

24

Cross-system Integration

Not enough data

8.5(won by default)

25

Adaptive Learning

Not enough data

8.5(won by default)

23

Proactive Assistance

Not enough data

8.2(won by default)

23

Decision Making

Not enough data

8.4(won by default)

25

Third-Party Integrations

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Website Integration

Not enough data

Not enough data

Field Sales[Hide 43 FeaturesShow 43 Features](javascript:void(0);)

Not enough data

8.6

40

Territory Mapping

Custom Territory Mapping

Not enough data

8.7(won by default)

31

Strategic Selling

Not enough data

8.6(won by default)

29

Automatic Rep Assignment

Not enough data

8.4(won by default)

29

Route Planning

Lead Priority

Not enough data

8.9(won by default)

28

Optimized Sales Routes

Not enough data

9.0(won by default)

30

Map Directions

Not enough data

9.1(won by default)

31

Sales Performance Management

Gamification

Not enough data

8.3(won by default)

26

Performance Dashboards

Not enough data

8.3(won by default)

29

Sales Rep Tracker

Not enough data

9.0(won by default)

29

Presentation and Forms

Video and Interactive Media

Not enough data

8.0(won by default)

25

Digital Contracts

Not enough data

8.2(won by default)

28

E-signature

Not enough data

8.5(won by default)

28

Additional Functionality

Customer History

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Route Optimization

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Third-Party Integration

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

API

Not enough data

Not enough data

CRM

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Payment Collection in the Field

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Dispatch Management

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Sales Forecasting

Not enough data

Not enough data

Sales Activity Management

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

GPS

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Business Scheduling[Hide 53 FeaturesShow 53 Features](javascript:void(0);)

Not enough data

8.3

186

Integrations

MS Teams Integration

Not enough data

8.1(won by default)

159

Email Integration

Not enough data

8.6(won by default)

161

Zoom Integration

Not enough data

8.1(won by default)

160

Google Meet Integration

Not enough data

8.1(won by default)

159

Salesforce Integration

Not enough data

8.9(won by default)

164

Third-Party Integrations

Not enough data

Not enough data

Branding & Customizatio

Custom Booking Page

Not enough data

8.1(won by default)

154

Personalized Links

Not enough data

8.2(won by default)

158

Personalized Web Embed

Not enough data

8.3(won by default)

157

Online Booking

Not enough data

Not enough data

Room Booking

Not enough data

Not enough data

Automatic Rules & Configurations

Set Working Hours

Not enough data

8.4(won by default)

158

Automatic Updates

Not enough data

8.3(won by default)

158

Buffer Times

Not enough data

8.1(won by default)

160

Real-Time Updates

Not enough data

Not enough data

Agentic AI - Business Scheduling

Autonomous Task Execution

Not enough data

8.5(won by default)

35

Multi-step Planning

Not enough data

8.5(won by default)

36

Additional Functionality

Task Scheduling

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Shift Swapping

Not enough data

Not enough data

Automated Scheduling

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Real-time Scheduling

Not enough data

Not enough data

Multi-Location

Not enough data

Not enough data

Personalization and Recommendation

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Resource Scheduling

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Timesheet Management

Not enough data

Not enough data

Availability Management

Not enough data

Not enough data

API

Not enough data

Not enough data

Absence Management

Not enough data

Not enough data

Self Service Portal

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Class Scheduling

Not enough data

Not enough data

Employee Scheduling

Not enough data

Not enough data

Facility Scheduling

Not enough data

Not enough data

Booking Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Group Scheduling

Not enough data

Not enough data

Customer Database

Not enough data

Not enough data

Appointment Scheduling

Not enough data

Not enough data

Time Zone Tracking

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

Enterprise Feedback Management[Hide 65 FeaturesShow 65 Features](javascript:void(0);)

9.4

18

Not enough data

Generative AI

AI Text Generation

Not enough data

Not enough data

AI Text Summarization

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Survey Management

Brand Design Consistency

9.4(won by default)

17

Not enough data

Feedback Collection

9.7(won by default)

17

Not enough data

Device Responsiveness

9.6(won by default)

15

Not enough data

Survey Deployment

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Mobile Survey

Not enough data

Not enough data

Pulse Surveys

Not enough data

Not enough data

Process Management

Feedback Aggregation

9.5(won by default)

16

Not enough data

Trigger Alerts

9.3(won by default)

16

Not enough data

Real-Time Analysis

9.5(won by default)

16

Not enough data

Real-Time Action

9.4(won by default)

16

Not enough data

360 Degree Feedback

Not enough data

Not enough data

Anonymous Feedback

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Trend Analysis

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Text Analysis

Not enough data

Not enough data

Sentiment Analysis

Not enough data

Not enough data

System Management

Security

9.0(won by default)

13

Not enough data

System Monitoring

Not enough data

Not enough data

SSL Security

Not enough data

Not enough data

GPS

Not enough data

Not enough data

Additional Functionality

Customer Experience Management

Not enough data

Not enough data

NPS of Employees

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Question Library

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Data Visualization

Not enough data

Not enough data

Multi-Channel Distribution

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

Negative Feedback Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Text Fields

Not enough data

Not enough data

Customizable Questions

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Conditional Logic

Not enough data

Not enough data

Website Integration

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

API

Not enough data

Not enough data

NPS of Customers

Not enough data

Not enough data

Multi-Language

Not enough data

Not enough data

Survey/Poll Management

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

NPS Survey Structure

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Widgets

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Question Branching

Not enough data

Not enough data

Sales Planning[Hide 14 FeaturesShow 14 Features](javascript:void(0);)

Not enough data

8.5

203

Sales Performance Features - Sales Planning

Account Scoring

Not enough data

8.5(won by default)

173

Revenue Planning

Not enough data

8.5(won by default)

163

Account Segmentation

Not enough data

8.5(won by default)

167

Sales Performance

Not enough data

8.6(won by default)

171

Sales Forecasting

Not enough data

8.6(won by default)

171

Integrations

Not enough data

8.8(won by default)

169

Scenario Modeling

Not enough data

8.2(won by default)

162

Territory Management - Sales Planning

Territory Management

Not enough data

8.6(won by default)

164

Territory Planning

Not enough data

8.5(won by default)

170

Quota & Capacity Management - Sales Planning

Quota Management

Not enough data

8.4(won by default)

166

Capacity Management

Not enough data

8.4(won by default)

174

Quota Planning

Not enough data

8.4(won by default)

166

Agentic AI - Sales Planning

Autonomous Task Execution

Not enough data

8.6(won by default)

58

Multi-step Planning

Not enough data

8.6(won by default)

56

Lead Scoring[Hide 64 FeaturesShow 64 Features](javascript:void(0);)

Not enough data

8.5

519

Agentic AI - Lead Scoring

Autonomous Task Execution

Not enough data

7.9(won by default)

56

Cross-system Integration

Not enough data

8.2(won by default)

55

Adaptive Learning

Not enough data

7.9(won by default)

56

Decision Making

Not enough data

8.2(won by default)

57

AI/Machine Learning

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Attribution

Lead Opportunity

Not enough data

8.9(won by default)

455

Lead Assignment

Not enough data

8.9(won by default)

461

Pipeline Acceleration

Not enough data

8.6(won by default)

436

Discovery

Lead Management

Not enough data

8.9(won by default)

465

Scoring/Ranking

Not enough data

8.6(won by default)

455

Lead Context

Not enough data

8.6(won by default)

432

Pipeline Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Management

Conversion Viability

Not enough data

8.5(won by default)

419

Workflow

Not enough data

8.6(won by default)

441

Platform

Data Synchronization

Not enough data

8.6(won by default)

431

Analysis

Not enough data

8.6(won by default)

432

Sales Trend Analysis

Not enough data

Not enough data

Demographic/Firmographic Data

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Additional Functionality

Drag & Drop

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Multiple Scoring Models

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Predictive Analytics

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Lead Nurturing

Not enough data

Not enough data

Web Forms

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Sales Forecasting

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Lead Distribution

Not enough data

Not enough data

Data Enrichment

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

API

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Sales Performance Management[Hide 82 FeaturesShow 82 Features](javascript:void(0);)

Not enough data

8.5

689

Agentic AI - Sales Performance Management

Autonomous Task Execution

Not enough data

8.5(won by default)

69

Natural Language Interaction

Not enough data

8.6(won by default)

69

Proactive Assistance

Not enough data

8.5(won by default)

69

Incentives

Badges

Not enough data

8.2(won by default)

432

Triggers

Not enough data

8.4(won by default)

495

Commission Calculator

Not enough data

8.0(won by default)

430

Leaderboards

Not enough data

8.5(won by default)

507

Personalization

Profiles

Not enough data

8.6(won by default)

477

Custom Reports

Not enough data

8.8(won by default)

555

Dashboards

Not enough data

8.9(won by default)

589

Goal Setting/Tracking

Not enough data

8.6(won by default)

531

Sales Reports

Not enough data

Not enough data

Incentive Management

Not enough data

Not enough data

Administrative

Third-Party Integrations

Not enough data

8.7(won by default)

561

Employee Structure

Not enough data

8.5(won by default)

522

Behavior Monitoring

Not enough data

8.3(won by default)

503

Additional Functionality

Generative AI

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Real-Time Updates

Not enough data

Not enough data

Employee Reward Programs

Not enough data

Not enough data

Employee Management

Not enough data

Not enough data

Ongoing Performance Tracking

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Commission Management

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

Sales Planning

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Forecasting

Not enough data

Not enough data

Quota Planning

Not enough data

Not enough data

Accounting

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Compliance Management

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Rewards Points

Not enough data

Not enough data

Organizational Charting

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Milestone Tracking

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Performance Appraisal

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Sales Onboarding & Training

Not enough data

Not enough data

Employee Recognition

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Ratings/Reviews

Not enough data

Not enough data

API

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Electronic Signature

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Kanban Board

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Product Catalog

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Appointment Scheduling

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Transfers/Routing

Not enough data

Not enough data

Activity/News Feed

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Revenue Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Mobile App

Not enough data

Not enough data

Call Logging

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Email Tracking[Hide 48 FeaturesShow 48 Features](javascript:void(0);)

Not enough data

8.4

715

Agentic AI - Email Tracking

Autonomous Task Execution

Not enough data

8.2(won by default)

61

Multi-step Planning

Not enough data

8.4(won by default)

59

Cross-system Integration

Not enough data

8.4(won by default)

59

Adaptive Learning

Not enough data

8.3(won by default)

61

Natural Language Interaction

Not enough data

8.4(won by default)

60

Proactive Assistance

Not enough data

8.3(won by default)

59

Decision Making

Not enough data

8.4(won by default)

62

Analytics

Open Rates

Not enough data

8.3(won by default)

569

Link Activity

Not enough data

8.4(won by default)

576

Attachment Activity

Not enough data

8.3(won by default)

590

Customizations

Email Platform Integration

Not enough data

8.7(won by default)

624

Email Scheduling

Not enough data

8.5(won by default)

592

Real-Time Notifications

Not enough data

8.5(won by default)

625

Email Categorization

Not enough data

8.3(won by default)

570

Templates

Not enough data

8.4(won by default)

598

Third-Party Integrations

Not enough data

Not enough data

Generative AI

AI Text Generation

Not enough data

7.5(won by default)

289

Generative AI

Not enough data

Not enough data

Additional Functionality

Contact Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Drip Campaigns

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Team Management

Not enough data

Not enough data

Click Tracking

Not enough data

Not enough data

Subscription Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

API

Not enough data

Not enough data

Location Tracking

Not enough data

Not enough data

Customer Segmentation

Not enough data

Not enough data

Geolocation

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Mailing List Management

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Audience Targeting

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Email Distribution

Not enough data

Not enough data

Email Reminders

Not enough data

Not enough data

Autoresponders

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);)

Not enough data

8.5

1,210

Agentic AI - Sales Analytics

Autonomous Task Execution

Not enough data

8.4(won by default)

78

Cross-system Integration

Not enough data

8.7(won by default)

80

Adaptive Learning

Not enough data

8.4(won by default)

79

Natural Language Interaction

Not enough data

8.4(won by default)

78

Proactive Assistance

Not enough data

8.3(won by default)

79

Third-Party Integrations

Not enough data

Not enough data

CRM Integration

Not enough data

Not enough data

Data Sourcing

Data Sourcing

Not enough data

8.5(won by default)

967

Exporting & Sharing Data

Not enough data

8.7(won by default)

996

Multi-Device Data Visualization

Not enough data

8.3(won by default)

899

Interactive Dashboards

Not enough data

8.7(won by default)

1027

Data Segmentation

Not enough data

8.6(won by default)

960

Predictive Analytics

Lead Scoring

Not enough data

8.4(won by default)

946

Opportunity Scoring

Not enough data

8.6(won by default)

961

Risk Analysis

Not enough data

8.1(won by default)

853

Live Forecasting

Not enough data

8.3(won by default)

893

Budgeting/Forecasting

Not enough data

Not enough data

Correlation Analysis

Not enough data

Not enough data

Competitive Analysis

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Statistical Analysis

Not enough data

Not enough data

Sales Management

Live Pipeline Management

Not enough data

8.7(won by default)

983

Sales Gamification

Not enough data

8.1(won by default)

853

Account-Based Analytics

Not enough data

8.6(won by default)

977

Activity Tracking

Not enough data

8.8(won by default)

1046

Predictive Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Additional Functionality

Dynamic Modeling

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

API

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Role-Based Permissions

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Dashboard Creation

Not enough data

Not enough data

Modeling & Simulation

Not enough data

Not enough data

Exception Reporting

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Performance Metrics

Not enough data

Not enough data

"What If" Scenarios

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Graphical Data Presentation

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Business Process Control

Not enough data

Not enough data

Multi-Currency

Not enough data

Not enough data

Pipeline Reports

Not enough data

Not enough data

Outbound Call Tracking[Hide 51 FeaturesShow 51 Features](javascript:void(0);)

Not enough data

8.6

222

Agentic AI - Outbound Call Tracking

Autonomous Task Execution

Not enough data

8.6(won by default)

39

Natural Language Interaction

Not enough data

8.6(won by default)

40

Calling

Record Calls

Not enough data

8.5(won by default)

186

Generate Location

Not enough data

8.4(won by default)

177

Call Types

Not enough data

8.7(won by default)

186

Click-to-Call

Not enough data

8.7(won by default)

184

Auto Dialer

Not enough data

8.6(won by default)

45

Contacts

Personalization

Not enough data

8.8(won by default)

177

Information Locater

Not enough data

8.7(won by default)

180

Record Prospect Data

Not enough data

8.7(won by default)

182

Contact Management

Not enough data

Not enough data

Insights

Notes

Not enough data

9.1(won by default)

190

Daily Summary

Not enough data

8.9(won by default)

183

Automated Voicemails

Not enough data

8.3(won by default)

179

Automated Emails

Not enough data

8.5(won by default)

189

Sorts Prospects

Not enough data

8.4(won by default)

183

Automated Note Taking

Not enough data

8.7(won by default)

39

AI/Machine Learning

Not enough data

Not enough data

Additional Functionality

Meeting Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Reminders

Not enough data

Not enough data

Recommendations

Not enough data

Not enough data

Lead Distribution

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Dashboard

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Customizable Fields

Not enough data

Not enough data

Sales Pipeline Management

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Automatic Call Distribution

Not enough data

Not enough data

Call Monitoring

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Deal Management

Not enough data

Not enough data

Call List Management

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Call Recording

Not enough data

Not enough data

For Contact Centers

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Data Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

API

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Sales Coaching[Hide 50 FeaturesShow 50 Features](javascript:void(0);)

Not enough data

8.7

310

Agentic AI - Sales Coaching

Multi-step Planning

Not enough data

9.0(won by default)

20

Cross-system Integration

Not enough data

8.9(won by default)

20

Adaptive Learning

Not enough data

9.1(won by default)

20

Decision Making

Not enough data

9.2(won by default)

20

AI/Machine Learning

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Training

Knowledge Base

Not enough data

8.8(won by default)

254

Coaching Materials

Not enough data

8.8(won by default)

246

Playbook Creation

Not enough data

8.5(won by default)

207

Video Record

Not enough data

8.5(won by default)

242

Feedback

Review

Not enough data

8.7(won by default)

235

Scorecard

Not enough data

8.6(won by default)

232

Coaching Card

Not enough data

8.6(won by default)

213

Leaderboard

Not enough data

8.6(won by default)

200

Real-Time Updates

Not enough data

8.8(won by default)

225

Notifications

Not enough data

8.9(won by default)

226

Competition

Not enough data

8.7(won by default)

198

Generative AI

AI Text Summarization

Not enough data

7.6(won by default)

69

Generative AI

Not enough data

Not enough data

Additional Functionality

Performance Metrics

Not enough data

Not enough data

Feedback Management

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Automatic Transcription

Not enough data

Not enough data

Call Recording

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Built-in Course Authoring

Not enough data

Not enough data

Learning Paths/Tracks

Not enough data

Not enough data

Assessment Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Call Monitoring

Not enough data

Not enough data

Goal Setting/Tracking

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Learning Management

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Training Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Content Library

Not enough data

Not enough data

Recommendations

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Call Tracking

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Onboarding

Not enough data

Not enough data

Search/Filter

Not enough data

Not enough data

Sales Enablement[Hide 81 FeaturesShow 81 Features](javascript:void(0);)

Not enough data

8.3

445

Agentic AI - Sales Enablement

Autonomous Task Execution

Not enough data

8.0(won by default)

31

Natural Language Interaction

Not enough data

8.0(won by default)

31

Proactive Assistance

Not enough data

8.1(won by default)

31

Content Management

Content Import

Not enough data

8.3(won by default)

349

Content Creation

Not enough data

8.1(won by default)

339

Templates

Not enough data

8.2(won by default)

325

Advanced Search

Not enough data

8.5(won by default)

315

Content Library

Not enough data

8.3(won by default)

332

Email Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Analytics

Reporting

Not enough data

8.7(won by default)

344

Alerts

Not enough data

8.4(won by default)

342

Account-Based Engagement

Not enough data

8.5(won by default)

224

Content Utilization

Not enough data

8.3(won by default)

348

Prioritization

Not enough data

Not enough data

Learning Management - Sales Enablement

Sales Training 

Not enough data

8.3(won by default)

25

Sales Coaching

Not enough data

8.3(won by default)

25

Sales Onboarding

Not enough data

8.5(won by default)

25

Revenue Enablement - Sales Enablement

Cross-Functional Alignment

Not enough data

8.3(won by default)

25

AI and Automation

Not enough data

8.1(won by default)

25

End-to-End Customer Journey Insights

Not enough data

8.6(won by default)

24

Generative AI

Not enough data

Not enough data

Additional Functionality

Chat/Messaging

Not enough data

Not enough data

Prospecting Tools

Not enough data

Not enough data

Content Delivery

Not enough data

Not enough data

Personalization

Not enough data

Not enough data

Reporting/Analytics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

API

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Audio/Video Recording

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Appointment Scheduling

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Contact Database

Not enough data

Not enough data

For Sales Teams/Organizations

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Scheduling

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

User Management

Not enough data

Not enough data

Interaction Tracking

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Call Recording

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Performance Management

Not enough data

Not enough data

Lead Nurturing

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Sales Trend Analysis

Not enough data

Not enough data

Meeting Management

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Video Support

Not enough data

Not enough data

Microsoft Outlook Integration

Not enough data

Not enough data

Audio File Management

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Goal Management

Not enough data

Not enough data

Sales Planning

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

CRM Integration

Not enough data

Not enough data

Pipeline Management

Not enough data

Not enough data

Conversation Intelligence

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Gamification

Not enough data

Not enough data

Lead Scoring

Not enough data

Not enough data

Opportunity Management

Not enough data

Not enough data

Microlearning

Not enough data

Not enough data

Content Sharing

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Workflow Automation

Not enough data

Not enough data

Service Desk[Hide 61 FeaturesShow 61 Features](javascript:void(0);)

6.3

12

Not enough data

Incident Management

Automate Ticket Routing

7.6(won by default)

11

Not enough data

Ticket Prioritization

7.3(won by default)

11

Not enough data

Ticket Notifications

8.5(won by default)

11

Not enough data

Knowledge Base

7.0(won by default)

11

Not enough data

Knowledge Base/Ticket Integration

6.4(won by default)

12

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Reporting

Dashboards

7.3(won by default)

11

Not enough data

Time Tracking

7.7(won by default)

11

Not enough data

Surveys

6.5(won by default)

11

Not enough data

Activity Tracking

Not enough data

Not enough data

Access & Usability

Mobile

6.5(won by default)

10

Not enough data

Self Service

7.8(won by default)

9

Not enough data

Active Directory

6.7(won by default)

9

Not enough data

Multi-Channel Access

6.7(won by default)

9

Not enough data

Mobile Access

Not enough data

Not enough data

Agentic AI - Service Desk

Autonomous Task Execution

4.2(won by default)

6

Not enough data

Multi-step Planning

6.1(won by default)

6

Not enough data

Cross-system Integration

5.0(won by default)

6

Not enough data

Adaptive Learning

4.7(won by default)

6

Not enough data

Natural Language Interaction

4.2(won by default)

6

Not enough data

Proactive Assistance

4.4(won by default)

6

Not enough data

Decision Making

4.7(won by default)

6

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Additional Functionality

Project Management

Not enough data

Not enough data

Procurement Management

Not enough data

Not enough data

CMDB

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

IT Risk Management

Not enough data

Not enough data

Service Catalog

Not enough data

Not enough data

Inventory Management

Not enough data

Not enough data

Surveys & Feedback

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Change Management

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Benchmarking

Not enough data

Not enough data

Localization Automation

Not enough data

Not enough data

Real-Time Reporting

Not enough data

Not enough data

Customer Support

Not enough data

Not enough data

Scheduled/Automated Reports

Not enough data

Not enough data

Alerts/Escalation

Not enough data

Not enough data

Release & Deployment

Not enough data

Not enough data

Email Management

Not enough data

Not enough data

Contract/License Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Problem Management

Not enough data

Not enough data

Analytics

Not enough data

Not enough data

Service Level Agreement (SLA) Management

Not enough data

Not enough data

Configuration Management

Not enough data

Not enough data

API

Not enough data

Not enough data

IT Asset Management

Not enough data

Not enough data

Remote Access/Control

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Incident Management

Not enough data

Not enough data

Asset Lifecycle Management

Not enough data

Not enough data

Support Ticket Management

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Show 5 feature categories with incomplete data

Marketing Automation[Hide 106 FeaturesShow 106 Features](javascript:void(0);)

Not enough data

Not enough data

Email Marketing

Building and Personalizing Emails

Not enough data

Not enough data

Sending Outbound Emails

Not enough data

Not enough data

Manage Email Deliverability

Not enough data

Not enough data

Automated Email Responses

Not enough data

Not enough data

Online Marketing

Landing Pages and Forms

Not enough data

Not enough data

Dynamic Content

Not enough data

Not enough data

A/B Testing

Not enough data

Not enough data

Mobile Optimized

Not enough data

Not enough data

Search Tracking and Optimization

Not enough data

Not enough data

Conversion Rate Optimization

Not enough data

Not enough data

Multivariate Testing

Not enough data

Not enough data

Customizable Forms

Not enough data

Not enough data

Lead Management

Marketing Lead Database

Not enough data

Not enough data

Data Quality Management

Not enough data

Not enough data

Segmentation

Not enough data

Not enough data

Lead Scoring and Grading

Not enough data

Not enough data

Lead Nurturing

Not enough data

Not enough data

Email Tracking

Not enough data

Not enough data

Automated Alerts and Tasks

Not enough data

Not enough data

CRM Lead Integration

Not enough data

Not enough data

Third-Party Integrations

Not enough data

Not enough data

Real-Time Data

Not enough data

Not enough data

Social Marketing

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Multi-Channel Marketing

Not enough data

Not enough data

Conversion Tracking

Not enough data

Not enough data

ROI Tracking

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Engagement Tracking

Not enough data

Not enough data

Campaign Segmentation

Not enough data

Not enough data

Search Marketing

Not enough data

Not enough data

SMS Marketing

Not enough data

Not enough data

Website Visitor Tracking

Not enough data

Not enough data

Campaign Management

Program Management

Not enough data

Not enough data

Event / Webinar Marketing

Not enough data

Not enough data

Calendaring

Not enough data

Not enough data

Budgeting

Not enough data

Not enough data

Campaign Management

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Social

Social Listening

Not enough data

Not enough data

Social Sharing

Not enough data

Not enough data

Social Campaigns

Not enough data

Not enough data

Social Media Engagement

Not enough data

Not enough data

Social Media Advertising

Not enough data

Not enough data

Drip Campaigns

Not enough data

Not enough data

Multi-Campaign

Not enough data

Not enough data

Reporting & Analytics

Basic Reporting

Not enough data

Not enough data

Web Analytics

Not enough data

Not enough data

ROI Analytics

Not enough data

Not enough data

Revenue Analytics

Not enough data

Not enough data

SEO / Keyword Analytics

Not enough data

Not enough data

Behavior Analytics

Not enough data

Not enough data

Real-Time Analytics

Not enough data

Not enough data

Campaign Analytics

Not enough data

Not enough data

Website Analytics

Not enough data

Not enough data

Visual Analytics

Not enough data

Not enough data

Sales Analytics

Not enough data

Not enough data

Platform

Customization 

Not enough data

Not enough data

Workflow Capability

Not enough data

Not enough data

User, Role, and Access Management

Not enough data

Not enough data

Internationalization

Not enough data

Not enough data

Sandbox / Test Environments

Not enough data

Not enough data

Performance and Reliability

Not enough data

Not enough data

Output Document Generation

Not enough data

Not enough data

Lead Generation

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Lead Management

Not enough data

Not enough data

List Management

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Agentic AI - Marketing Automation

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

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Campaign Planning

Not enough data

Not enough data

Integration

Data Import & Export Tools

Not enough data

Not enough data

Integration APIs

Not enough data

Not enough data

Breadth of Partner Applications

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Additional Functionality

Social Promotion

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Monitoring

Not enough data

Not enough data

CRM

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Live Chat

Not enough data

Not enough data

Customer Journey Mapping

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Mass Texting

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Automated Scheduling

Not enough data

Not enough data

Campaign Scheduling

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

Social Media Monitoring

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Customizable Templates

Not enough data

Not enough data

Marketing Automation

Not enough data

Not enough data

Event Triggered Actions

Not enough data

Not enough data

Marketing Calendar

Not enough data

Not enough data

Customizable CTAs

Not enough data

Not enough data

Multi-Channel Communication

Not enough data

Not enough data

Data Import/Export

Not enough data

Not enough data

Lead Qualification

Not enough data

Not enough data

Collaboration & Productivity[Hide 45 FeaturesShow 45 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Third-Party Integrations

Not enough data

Not enough data

To-Do List

Not enough data

Not enough data

@mentions

Not enough data

Not enough data

Single Sign On

Not enough data

Not enough data

File Management

Not enough data

Not enough data

Activity Dashboard

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Prioritization

Not enough data

Not enough data

Access Controls/Permissions

Not enough data

Not enough data

Screen Sharing

Not enough data

Not enough data

Content Management

Not enough data

Not enough data

Brainstorming

Not enough data

Not enough data

AI Copilot

Not enough data

Not enough data

File Transfer

Not enough data

Not enough data

Calendar Management

Not enough data

Not enough data

Status Tracking

Not enough data

Not enough data

Real-Time Notifications

Not enough data

Not enough data

Version Control

Not enough data

Not enough data

Task Management

Not enough data

Not enough data

Activity Tracking

Not enough data

Not enough data

Real Time Editing

Not enough data

Not enough data

Communication Management

Not enough data

Not enough data

Chat/Messaging

Not enough data

Not enough data

Tagging

Not enough data

Not enough data

Generative AI

Not enough data

Not enough data

Assignment Management

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Project Management

Not enough data

Not enough data

Collaboration Tools

Not enough data

Not enough data

Workflow Management

Not enough data

Not enough data

Secure Data Storage

Not enough data

Not enough data

File Sharing

Not enough data

Not enough data

Document Storage

Not enough data

Not enough data

Task Progress Tracking

Not enough data

Not enough data

Discussions/Forums

Not enough data

Not enough data

Commenting/Notes

Not enough data

Not enough data

Reporting & Statistics

Not enough data

Not enough data

Contact Management

Not enough data

Not enough data

Video Conferencing

Not enough data

Not enough data

Progress Tracking

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

API

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Customizable Branding

Not enough data

Not enough data

Other IT Management[Hide 3 FeaturesShow 3 Features](javascript:void(0);)

Not enough data

Not enough data

Additional Functionality

Specialized or Emerging Capabilities

Not enough data

Not enough data

Distinct IT & Software Development Functionality

Not enough data

Not enough data

Niche Application

Not enough data

Not enough data

Lead Generation[Hide 5 FeaturesShow 5 Features](javascript:void(0);)

Not enough data

Not enough data

Lead Generation

Lead Builder

Not enough data

Not enough data

CRM Integration

Not enough data

Not enough data

Marketing Automation Integration

Not enough data

Not enough data

Social Media Integration

Not enough data

Not enough data

Data Import & Export Tools

Not enough data

Not enough data

Revenue AI Platforms[Hide 15 FeaturesShow 15 Features](javascript:void(0);)

Not enough data

Not enough data

Agentic AI - Revenue AI Platforms

Natural Language Interaction

Not enough data

Not enough data

Proactive Assistance

Not enough data

Not enough data

Autonomous Task Execution

Not enough data

Not enough data

Cross-system Integration

Not enough data

Not enough data

Decision Making

Not enough data

Not enough data

Adaptive Learning

Not enough data

Not enough data

Platform - Revenue AI Platforms

CRM Data Enrichment

Not enough data

10.0(won by default)

5

Customer Data Capture

Not enough data

10.0(won by default)

5

Conversation Intelligence

Not enough data

Not enough data

Predictive Forecasting

Not enough data

Not enough data

Actionable Insights

Not enough data

Not enough data

Risk Flagging

Not enough data

Not enough data

Workflow Orchestration

Not enough data

Not enough data

Sales Coaching

Not enough data

Not enough data

Pipeline & Deal Management

Not enough data

Not enough data

User Insights

Reviewers' Company Size

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ConnectWise PSA

Small-Business(50 or fewer emp.)

66.1%

Mid-Market(51-1000 emp.)

28.1%

Enterprise(\> 1000 emp.)

5.8%

[![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

Salesforce Sales Cloud

Small-Business(50 or fewer emp.)

20.5%

Mid-Market(51-1000 emp.)

45.7%

Enterprise(\> 1000 emp.)

33.7%

Small-Business

(50 or fewer emp.)

66.1%

20.5%

Mid-Market

(51-1000 emp.)

28.1%

45.7%

Enterprise

(\> 1000 emp.)

5.8%

33.7%

Reviewers' Industry

[![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA")](https://www.g2.com/products/connectwise-psa/reviews)
ConnectWise PSA

Information Technology and Services

60.6%

Computer & Network Security

8.1%

Computer Networking

5.1%

Computer Software

4.0%

Telecommunications

3.2%

Other

19.0%

[![Salesforce Sales Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Salesforce Sales Cloud")](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
Salesforce Sales Cloud

Computer Software

13.1%

Information Technology and Services

11.8%

Financial Services

7.0%

Marketing and Advertising

4.8%

Non-Profit Organization Management

3.0%

Other

60.3%

FAQs

## ConnectWise PSA vs Salesforce Sales Cloud FAQs

Generated using AI

Last updated: August 14, 2026

### What is the difference between Agentforce Sales vs ConnectWise PSA?

Agentforce Sales stands out for its higher G2 rating, stronger support and setup scores, and a focus on sales automation, while ConnectWise PSA is recognized for its integration capabilities and comprehensive ticketing features.

| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) |
| --- | --- |
| 4.4/5 (25,876 reviews) | 4.0/5 (583 reviews) |
| Mid-Market | Small-Business |
| 7.8 | 6.6 |
| 8.1 | 7.5 |
| Highly customizable sales automation and AI-powered insights | Comprehensive ticketing and integration with major MSP tools |

### How do the pricing models of Agentforce Sales and ConnectWise PSA compare?

Agentforce Sales is rated higher for value, with reviewers expressing greater satisfaction with its pricing compared to ConnectWise PSA.

- **Agentforce Sales:** In recent reviews, buyers note that while the platform can become expensive as features and users scale, they feel the value is justified by its breadth, automation, and reporting capabilities.
- **ConnectWise PSA:** Reviewers mention that the product is priced at the higher end of the market and that its cost is a consideration, especially for smaller organizations.
- **Switching reasons:** Recent reviews cite switching to Agentforce Sales for its unified platform and automation, while ConnectWise PSA is chosen for its all-in-one ticketing and integration with MSP tools.

### What are the best alternatives to Agentforce Sales and ConnectWise PSA?

The top three alternatives to Agentforce Sales and ConnectWise PSA are Autotask, Clari, and Salesloft.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,876 reviews) | Mid-Market | Can become expensive as features scale | Highly customizable sales automation and AI-powered insights |
| [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) | 4.0/5 (583 reviews) | Small-Business | Priced at the higher end of the market | Comprehensive ticketing and integration with major MSP tools |
| [Autotask](https://www.g2.com/products/autotask/reviews) | 4.3/5 (632 reviews) | Small-Business | — | Strong ticketing and project management for MSPs |
| [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5 (5,610 reviews) | Enterprise | — | Pipeline management and forecasting accuracy |
| [Salesloft](https://www.g2.com/products/salesloft/reviews) | 4.5/5 (4,287 reviews) | Mid-Market | — | Sales engagement and workflow automation |

### Which CRM features should I prioritize when comparing Agentforce Sales and ConnectWise PSA?

Buyers should prioritize reporting, automation, integration capabilities, customization, and ease of setup when comparing Agentforce Sales and ConnectWise PSA.

- **Reporting:** Agentforce Sales is frequently praised for its reporting and dashboard capabilities, while ConnectWise PSA is noted for simple reporting but with some limitations in advanced customization.
- **Automation:** Agentforce Sales offers AI-powered automation and workflow tools, with reviewers highlighting automation as a key benefit; ConnectWise PSA is also recognized for automation, especially in ticketing and billing workflows.
- **Integration capabilities:** Agentforce Sales integrates with tools like Jira and Google Workspace, while ConnectWise PSA is cited in 21+ reviews for integration with major MSP tools and third-party applications.
- **Customization:** Both products are highly customizable, with ConnectWise PSA receiving 10+ all-time mentions for customizability and Agentforce Sales noted for its flexible configuration and workflow tailoring.
- **Ease of setup:** Agentforce Sales scores 7.8 and ConnectWise PSA 6.6 on Ease of Setup, indicating a smoother implementation experience for Agentforce Sales.

### What are the pros and cons of Agentforce Sales vs ConnectWise PSA?

Agentforce Sales is strongest in sales automation and AI-powered insights, while ConnectWise PSA excels in ticketing and integration for MSPs.

- **Agentforce Sales strengths:** Highly customizable sales automation, AI-powered recommendations, unified customer data, robust reporting, and workflow automation.
- **Agentforce Sales trade-offs:** Steep learning curve, complexity for new users, higher licensing costs as features scale, and advanced customization may require technical expertise.
- **ConnectWise PSA strengths:** Comprehensive ticketing, strong integration with MSP tools, high customizability (10+ all-time mentions), and automation for billing and workflows.
- **ConnectWise PSA trade-offs:** Steep learning curve (24 all-time mentions), complex usability (15 all-time mentions), performance issues, and higher pricing noted by reviewers.

### Is Agentforce Sales or ConnectWise PSA better for small businesses?

ConnectWise PSA is better suited for small businesses, as its largest reviewer segment is Small-Business and reviewers highlight its fit for MSPs and IT service providers.

- **Agentforce Sales:** Largest segment is Mid-Market; reviewers note its scalability and advanced features, but mention higher costs and complexity for smaller teams.
- **ConnectWise PSA:** Largest segment is Small-Business; reviewers highlight its all-in-one ticketing, integration, and suitability for small MSPs and IT service operations.

### Which CRM platform has better integrations?

ConnectWise PSA is favored for integrations, with more reviewer-cited mentions and a focus on MSP tool compatibility.

- **Agentforce Sales:** Reviewers mention integrations with Jira and Google Workspace, with positive sentiment around connecting sales and marketing workflows.
- **ConnectWise PSA:** 21+ G2 reviews mention its integration with major MSP tools, and 16+ reviews cite integrations as a core strength, including RMM, accounting, and phone systems.

### How do Agentforce Sales and ConnectWise PSA compare on customer support?

Agentforce Sales scores higher on Quality of Support (8.1 vs 7.5), indicating a material advantage over ConnectWise PSA.

- **Agentforce Sales:** Reviewers describe support as responsive and helpful, though some note challenges with account management and post-sale support continuity.
- **ConnectWise PSA:** Support is cited as a strength in 13 all-time reviews, but 16 all-time reviews mention poor customer support, with recent feedback highlighting slow response times and the need for better documentation.

### Which is easier to implement, Agentforce Sales or ConnectWise PSA?

Agentforce Sales is easier to implement, with a 1.2-point higher Ease of Setup score (7.8 vs 6.6).

- **Agentforce Sales:** Reviewers consistently describe a smooth initial setup, straightforward onboarding, and easy configuration for standard use cases, though advanced customization may require technical expertise.
- **ConnectWise PSA:** Reviewers note a steeper learning curve, more complex setup, and the need for dedicated resources or consultants for optimal configuration, especially for advanced workflows.

### Which product has better Reporting?

Agentforce Sales is favored for Reporting, with reviewers highlighting its robust dashboards and analytics capabilities.

- **Agentforce Sales:** Reporting is frequently cited as a strength, with reviewers praising customizable dashboards, real-time analytics, and pipeline visibility; Meets Requirements score is 8.8.
- **ConnectWise PSA:** Reviewers note simple reporting and dashboarding as benefits, but mention limitations in advanced customization; Meets Requirements score is 8.4.

Alternatives

**ConnectWise PSA Alternatives**

 ![Autotask](https://images.g2crowd.com/uploads/product/hd_favicon/9559fdffaf71b8ac31b2e3c064ed8ed7/autotask.svg "Autotask")

[
Autotask
](/products/autotask/reviews)

 ![Accelo](https://images.g2crowd.com/uploads/product/hd_favicon/60589c683a177a3488b0a63b39ead36d/accelo%282%29.svg "Accelo")

[
Accelo
](/products/accelo/reviews)

 ![ManageEngine ServiceDesk Plus](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_37c6d8c3327b87e6ede50091d70592c3/manageengine-servicedesk-plus.jpg "ManageEngine ServiceDesk Plus")

[
ManageEngine
](/products/manageengine-servicedesk-plus/reviews)

 ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub")

[
HubSpot Sales Hub
](/products/hubspot-sales-hub/reviews)

**Salesforce Sales Cloud Alternatives**

 ![Salesloft](https://images.g2crowd.com/uploads/product/hd_favicon/133ac8908c1967e2913674b8ad18ab5f/salesloft.svg "Salesloft")

[
Salesloft
](/products/salesloft/reviews)

 ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub")

[
HubSpot Sales Hub
](/products/hubspot-sales-hub/reviews)

 ![Apollo.io](https://images.g2crowd.com/uploads/product/hd_favicon/774372bf572eb33280b101482ce703b9/apollo-io.svg "Apollo.io")

[
Apollo.io
](/products/apollo-io/reviews)

 ![Outreach](https://images.g2crowd.com/uploads/product/hd_favicon/1521467568/outreach.png "Outreach")

[
Outreach
](/products/outreach/reviews)