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# DealCloud vs Salesforce Financial Services Cloud Comparison - What are their main differences?

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DealCloudSalesforce Financial Services Cloud[+ Add Product](#)

Reviews

**DealCloud** [

4.2/5(41)

](https://www.g2.com/products/dealcloud/reviews#reviews)

**Salesforce Financial Services Cloud** [

4.2/5(398)

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

Pricing

**DealCloud**
No pricing available

**Salesforce Financial Services Cloud**
Free Trial

**$325.00** 1 user Per Month · Agentforce Financial Services Service Enterprise

**Pricing Insights**
from reviews

Time to Implement

**DealCloud**
Not enough reviews yet

**Salesforce Financial Services Cloud**
5 months

Based on 29 responses

Return on Investment

**DealCloud**
Not enough reviews yet

**Salesforce Financial Services Cloud**
13 months

Based on 29 responses

Perceived Cost

**DealCloud**
Not enough reviews yet

**Salesforce Financial Services Cloud**
$$$$$

Average Discount

**DealCloud**
Not enough reviews yet

**Salesforce Financial Services Cloud**
10%

Pros & Cons

**DealCloud**
Not enough data

**Salesforce Financial Services Cloud**
Not enough data

Integrations

**DealCloud**
[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ae5d46296d0f8afa0fd352fc44bf419d/microsoft365.png "Product Avatar Image")

Microsoft 365

](https://www.g2.com/products/microsoft365/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_033aa224b72b00b72e8860e4e6401efc/microsoft-excel.png "Product Avatar Image")

Microsoft Excel

](https://www.g2.com/products/microsoft-excel/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image")

Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_89403f91f420a370f25b6800af702d70/microsoft-word.png "Product Avatar Image")

Microsoft Word

](https://www.g2.com/products/microsoft-word/reviews)[
View all
](https://www.g2.com/products/dealcloud/integrations)

**Salesforce Financial Services Cloud**
[

 ![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)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b511063f0debce82606026debcfb8a49/salesforce-adapter-for-sap-process-orchestration-and-sap-integration-suite.jpg "Product Avatar Image")

Advantco SFDC

](https://www.g2.com/products/advantco-sfdc/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f176b4154a751d10150daa67a57b7dc5/azure-portal.jpg "Product Avatar Image")

Azure Portal

](https://www.g2.com/products/azure-portal/reviews)[

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_c01587d427804d5573263b2fd94ce70c/codapay.png "Product Avatar Image")

Codapay

](https://www.g2.com/products/codapay/reviews)[
View all
](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/integrations)

Screenshots

**DealCloud**
 ![DealCloud 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/1485645/DealCloud-Active-Deals-Screenshot.png)

**Salesforce Financial Services Cloud**
 ![Salesforce Financial Services 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/1487928/Screenshot-2025-07-29-at-5.35.12-PM.png)

Ratings

Meets Requirements

**DealCloud**

8.7

8.729

**Salesforce Financial Services Cloud**

8.6

8.6153

Ease of Use

**DealCloud**

8.1

8.130

**Salesforce Financial Services Cloud**

7.9

7.9307

Ease of Setup

**DealCloud**

8.0

8.020

**Salesforce Financial Services Cloud**

7.6

7.6243

Ease of Admin

**DealCloud**

8.3

8.35

**Salesforce Financial Services Cloud**

8.0

8.049

Quality of Support

**DealCloud**

9.0

9.029

**Salesforce Financial Services Cloud**

8.4

8.4146

Has the product been a good partner in doing business?

**DealCloud**

8.7

8.75

**Salesforce Financial Services Cloud**

8.6

8.652

Product Direction (% positive)

**DealCloud**

9.1

9.126

**Salesforce Financial Services Cloud**

8.5

8.5148

Features

Financial Services CRM[Hide 60 FeaturesShow 60 Features](javascript:void(0);)

7.8

22

8.7

242

Content

Automation

7.4

15

8.9(won by 1.5)

146

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

Marketing Automation

Not enough data

Not enough data

Platform Additional Functionality

Pre-Built Connectors

7.2

17

7.9(won by 0.7)

111

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

Dashboard

8.5

17

8.8(won by 0.3)

94

Cloud

8.5(tied score)

14

8.5(tied score)

79

Mobility

7.5

14

8.1(won by 0.6)

76

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

Messaging

6.2

13

7.9(won by 1.7)

75

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

Activity Dashboard

Not enough data

Not enough data

Platform Reporting and Analytics

Reporting

8.6

14

8.7(won by 0.1)

100

Forecasting

6.5

13

7.9(won by 1.4)

78

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

Customer Support

Case Management

9.1(won by 0.5)

15

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

8.6

88

Customer Support Portal

9.0(won by 0.6)

13

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

8.4

79

Knowledge Base

8.7(won by 0.3)

15

8.4

78

Support Analytics

Feature Not Available

8.4(won by default)

77

Client Management

Not enough data

10.0(won by default)

25

Workflow Management

Not enough data

9.5(won by default)

60

Financial Management

Not enough data

9.8(won by default)

21

Calendar Management

Not enough data

Not enough data

Template Management

Not enough data

Not enough data

Territory Management

Not enough data

Not enough data

Document Management

Not enough data

Not enough data

Marketing Automation

Campaign Management

7.9

13

8.3(won by 0.4)

74

Lead Management

8.2

12

8.5(won by 0.3)

76

Marketing Analytics

7.3

13

8.2(won by 0.9)

74

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

Email Management

Not enough data

Not enough data

Email Marketing

Not enough data

Not enough data

Sales Force Automation

Pipeline Management

8.7(won by 0.4)

15

8.3

77

Task Management

8.1

12

8.2(won by 0.1)

79

Product and Price List Management

7.1

12

8.0(won by 0.9)

71

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

Quote and Order Management

7.2

12

8.2(won by 1.0)

75

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

Contract Management

Feature Not Available

8.0(won by default)

72

Contact Management

Not enough data

10.0(won by default)

9

Agentic AI - Financial Services CRM

Decision Making

6.0

7

8.3(won by 2.3)

76

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

Additional Functionality

Activity Tracking

Not enough data

10.0(won by default)

6

CRM

Not enough data

9.5(won by default)

21

AI Copilot

Not enough data

9.0(won by default)

26

Third-Party Integrations

Not enough data

7.0(won by default)

50

Data Import/Export

Not enough data

7.0(won by default)

5

Customizable Fields

Not enough data

6.6(won by default)

45

Relationship Tracking

Not enough data

9.9(won by default)

35

Collaboration Tools

Not enough data

10.0(won by default)

7

Generative AI

Not enough data

9.1(won by default)

11

Customer Database

Not enough data

9.8(won by default)

49

Reporting & Statistics

Not enough data

9.4(won by default)

9

API

Not enough data

9.0(won by default)

5

Access Controls/Permissions

Not enough data

8.0(won by default)

23

For Financial Institutions

Not enough data

10.0(won by default)

10

Interaction Tracking

Not enough data

10.0(won by default)

10

Search/Filter

Not enough data

Not enough data

Expense Tracking

Not enough data

Not enough data

Mobile Access

Not enough data

Not enough data

Calendar Sync

Not enough data

Not enough data

Customizable Reports

Not enough data

Not enough data

Lead Capture

Not enough data

Not enough data

Alerts/Notifications

Not enough data

Not enough data

Email Templates

Not enough data

Not enough data

Task Scheduling

Not enough data

Not enough data

Team Assignments

Not enough data

Not enough data

Drag & Drop

Not enough data

Not enough data

Sales Reports

Not enough data

Not enough data

Deal Sourcing[Hide 13 FeaturesShow 13 Features](javascript:void(0);)

6.1

7

Not enough data

Deal Identification - Deal Sourcing

Market Mapping

4.7(won by default)

5

Not enough data

Advanced Filters

7.0(won by default)

5

Not enough data

AI-Powered Search 

5.3(won by default)

5

Not enough data

Multi-Source Tracking

5.7(won by default)

5

Not enough data

Market Intelligence - Deal Sourcing

Real Time Alerts

6.3(won by default)

5

Not enough data

Investment Trend Analysis

5.3(won by default)

5

Not enough data

Competitive Benchmarking

5.3(won by default)

5

Not enough data

Performance Metrics

6.1(won by default)

6

Not enough data

Automated Data Enrichment

Not enough data

Not enough data

Workflow & Customization - Deal Sourcing

Secure Document Sharing

6.3(won by default)

5

Not enough data

Third Party Integrations

5.3(won by default)

6

Not enough data

Customizable Dashboards

7.7(won by default)

5

Not enough data

Pipeline Management

7.8(won by default)

6

Not enough data

Show 2 feature categories with incomplete data

Venture Capital Management[Hide 10 FeaturesShow 10 Features](javascript:void(0);)

Not enough data

Not enough data

Investment Management

Investment Portfolio Management

Not enough data

Not enough data

Investment Analytics

Not enough data

Not enough data

Reporting

Not enough data

Not enough data

Cap Table Management

Feature Not Available

Not enough data

Fund Management

Deal Flow Management

Not enough data

Not enough data

Limited Partner Management

Not enough data

Not enough data

Fund Administration

Feature Not Available

Not enough data

Agentic AI - Venture Capital Management

Cross-system Integration

Not enough data

Not enough data

Natural Language Interaction

Feature Not Available

Not enough data

Decision Making

Not enough data

Not enough data

AI Assistants for Financial Services[Hide 15 FeaturesShow 15 Features](javascript:void(0);)

Not enough data

Not enough data

Conversation Intelligence

Action Items

Not enough data

Not enough data

AI Meeting Transcription

Not enough data

Not enough data

Sentiment analysis

Not enough data

Not enough data

Workflow

Triggering

Not enough data

Not enough data

Email drafting

Not enough data

Not enough data

Form Pre-fill

Not enough data

Not enough data

CRM Auto-Logging

Not enough data

Not enough data

Compliance

Document verification

Not enough data

Not enough data

Language Monitoring

Not enough data

Not enough data

Audit Trail

Not enough data

Not enough data

Access Control

Not enough data

Not enough data

Triggering

Not enough data

Not enough data

Insights

Next Best Action

Not enough data

Not enough data

Client Interaction Analysis

Not enough data

Not enough data

Revenue Opportunity

Not enough data

Not enough data

User Insights

Reviewers' Company Size

[![DealCloud](https://images.g2crowd.com/uploads/product/hd_favicon/fd8a41af67a161a42221a662f93b0ba9/dealcloud.svg "DealCloud")](https://www.g2.com/products/dealcloud/reviews)

DealCloud

Small-Business(50 or fewer emp.)

72.2%

Mid-Market(51-1000 emp.)

22.2%

Enterprise(\> 1000 emp.)

5.6%

[![Salesforce Financial Services Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Salesforce Financial Services Cloud")](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)

Salesforce Financial Services Cloud

Small-Business(50 or fewer emp.)

21.9%

Mid-Market(51-1000 emp.)

32.0%

Enterprise(\> 1000 emp.)

46.1%

Small-Business

(50 or fewer emp.)

72.2%

21.9%

Mid-Market

(51-1000 emp.)

22.2%

32.0%

Enterprise

(\> 1000 emp.)

5.6%

46.1%

Reviewers' Industry

[![DealCloud](https://images.g2crowd.com/uploads/product/hd_favicon/fd8a41af67a161a42221a662f93b0ba9/dealcloud.svg "DealCloud")](https://www.g2.com/products/dealcloud/reviews)
DealCloud

Financial Services

29.4%

Venture Capital & Private Equity

20.6%

Information Technology and Services

8.8%

Investment Management

5.9%

Investment Banking

5.9%

Other

29.4%

[![Salesforce Financial Services Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Salesforce Financial Services Cloud")](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews)
Salesforce Financial Services Cloud

Financial Services

40.2%

Banking

10.8%

Information Technology and Services

6.9%

Insurance

6.9%

Accounting

3.9%

Other

31.2%

Alternatives

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[
Zocks
](/products/zocks/reviews)

**Salesforce Financial Services Cloud Alternatives**

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Wealthbox CRM
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Practifi
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Redtail Technology
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