Compare Agentforce Sales (formerly Salesforce Sales Cloud) and WorkflowMAX
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Small-Business (81.0% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
Starting at $25.00 Per Month
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,768)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plans
WorkflowMAX
Star Rating
(66)4.1 out of 5
Market Segments
Small-Business (81.0% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $25.00 Per Month
Browse all 3 pricing plans
Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Agentforce Sales excels in automation and customization, with users highlighting its powerful features like customizable dashboards and real-time insights that streamline sales pipeline management. This makes it a strong choice for businesses looking to enhance their customer relationship management.
- Users say that WorkflowMAX is particularly effective for project management, especially in small businesses. Reviewers appreciate its ease of use for tracking projects from start to finish, with one user noting the seamless integration with Xero, which simplifies financial management.
- According to verified reviews, Agentforce Sales has a significantly higher overall satisfaction score, indicating that users feel more positively about their experience. This is reflected in comments about its ability to help teams manage inquiries and track performance effectively.
- Reviewers mention that while WorkflowMAX is user-friendly, it may not offer the same depth of features as Agentforce Sales, particularly in terms of automation capabilities. Users have noted that Agentforce Sales saves them time through its advanced automation, which can be a game-changer for larger teams.
- G2 reviewers highlight that both products have similar entry-level pricing, starting at $25. However, Agentforce Sales has a much larger user base, with over 24,000 reviews compared to WorkflowMAX's 62, suggesting a more established presence and potentially more robust support resources.
- Users report that while both platforms are generally easy to set up, WorkflowMAX has a slight edge in this area, with reviewers appreciating its straightforward onboarding process. This can be particularly beneficial for small businesses looking to get up and running quickly.
Pricing
Entry-Level Pricing
Agentforce Sales (formerly Salesforce Sales Cloud)
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
WorkflowMAX
STANDARD
Starting at $25.00
Per Month
Great for freelancers and small teams.
- Quoting/Estimating
- Client Manager
- Timesheets
Free Trial
Agentforce Sales (formerly Salesforce Sales Cloud)
Free Trial is available
WorkflowMAX
Free Trial is available
Ratings
Meets Requirements
8.8
14,168
8.2
53
Ease of Use
8.2
18,164
8.2
57
Ease of Setup
7.8
9,101
8.1
38
Ease of Admin
7.9
4,493
8.4
20
Quality of Support
8.1
12,369
8.3
48
Has the product been a good partner in doing business?
8.4
4,458
8.3
20
Product Direction (% positive)
8.3
13,791
7.8
53
Features by Category
Sales Force Automation
8.8
9623
|
Verified
Not enough data
8.3
6403
|
Verified
Not enough data
8.7
9343
|
Verified
Not enough data
8.3
9554
|
Verified
Not enough data
8.0
7327
|
Verified
Not enough data
8.2
7626
|
Verified
Not enough data
8.0
6768
|
Verified
Not enough data
8.1
6669
|
Verified
Not enough data
8.3
7421
|
Verified
Not enough data
Marketing Automation
8.0
6682
|
Verified
Not enough data
8.1
7002
|
Verified
Not enough data
8.5
8138
|
Verified
Not enough data
7.9
5430
Not enough data
Customer Support
8.3
6840
|
Verified
Not enough data
8.1
6388
|
Verified
Not enough data
8.2
6794
|
Verified
Not enough data
8.0
5500
|
Verified
Not enough data
8.2
5990
|
Verified
Not enough data
Reporting & Analytics
8.5
9043
|
Verified
Not enough data
8.5
9205
|
Verified
Not enough data
8.2
7483
|
Verified
Not enough data
Mobile & Social
7.9
5630
|
Verified
Not enough data
7.8
5248
|
Verified
Not enough data
7.7
6110
|
Verified
Not enough data
Platform
8.5
3690
|
Verified
Not enough data
8.5
3695
|
Verified
Not enough data
8.6
3647
|
Verified
Not enough data
8.4
2906
|
Verified
Not enough data
8.5
3188
|
Verified
Not enough data
8.1
3207
|
Verified
Not enough data
8.7
3680
|
Verified
Not enough data
8.1
3033
Not enough data
Integration
8.5
2614
|
Verified
Not enough data
8.5
3106
|
Verified
Not enough data
8.5
2921
|
Verified
Not enough data
Generative AI
7.6
898
Not enough data
Agentic AI - CRM
8.1
292
Not enough data
8.0
254
Not enough data
8.3
271
Not enough data
8.1
239
Not enough data
8.1
243
Not enough data
8.2
265
Not enough data
8.3
261
Not enough data
Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Tasks
Not enough data
8.9
19
|
Verified
Not enough data
8.6
19
|
Verified
Not enough data
8.6
19
|
Verified
Not enough data
7.8
17
|
Verified
Not enough data
7.4
18
|
Verified
Not enough data
7.9
14
Not enough data
6.8
18
|
Verified
Not enough data
7.4
17
|
Verified
Projects
Not enough data
7.2
17
|
Verified
Not enough data
7.5
17
|
Verified
Not enough data
6.5
17
|
Verified
Not enough data
6.9
17
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
8.6
18
|
Verified
Not enough data
Feature Not Available
Not enough data
8.3
17
|
Verified
Not enough data
7.4
17
|
Verified
Not enough data
8.8
18
|
Verified
Not enough data
8.0
17
|
Verified
Resource Management
Not enough data
7.8
17
|
Verified
Not enough data
6.9
17
|
Verified
Not enough data
6.9
17
|
Verified
Project Monitoring
Not enough data
7.9
17
|
Verified
Not enough data
6.4
16
|
Verified
Not enough data
7.5
17
|
Verified
Generative AI
Not enough data
6.1
14
Not enough data
5.8
13
Agentic AI - Project Management
Not enough data
5.9
11
Not enough data
6.7
11
Not enough data
6.4
13
Not enough data
6.8
11
Not enough data
6.4
11
Not enough data
6.8
11
Not enough data
6.4
11
Cartography
8.7
36
Not enough data
8.4
32
Not enough data
8.6
36
Not enough data
8.4
36
Not enough data
Analysis
8.3
29
Not enough data
8.5
36
Not enough data
8.4
32
Not enough data
8.4
31
Not enough data
Reporting
8.7
30
Not enough data
8.3
25
Not enough data
8.6
23
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.6
273
Not enough data
8.8
298
Not enough data
8.8
321
Not enough data
8.7
293
Not enough data
Organization
9.0
356
Not enough data
8.8
349
Not enough data
8.8
343
Not enough data
Performance Analysis
8.4
287
Not enough data
8.8
311
Not enough data
Sales Analysis
8.5
285
Not enough data
8.8
303
Not enough data
Generative AI
8.5
125
Not enough data
8.5
125
Not enough data
Agentic AI - AI Sales Assistant
9.2
32
Not enough data
9.2
31
Not enough data
9.0
28
Not enough data
9.1
27
Not enough data
9.3
28
Not enough data
9.1
28
Not enough data
9.3
30
Not enough data
Integrated Workflows
8.7
522
Not enough data
8.5
511
Not enough data
8.1
466
Not enough data
8.1
460
Not enough data
8.9
525
Not enough data
8.4
468
Not enough data
8.6
481
Not enough data
Repeatability and Reportability
8.4
482
Not enough data
8.7
501
Not enough data
8.7
498
Not enough data
8.3
482
Not enough data
7.8
415
Not enough data
AI and Automation
8.5
462
Not enough data
8.4
470
Not enough data
8.3
427
Not enough data
8.0
431
Not enough data
7.8
415
Not enough data
Generative AI
7.4
269
Not enough data
Agentic AI - Sales Engagement
8.3
88
Not enough data
8.5
89
Not enough data
8.6
87
Not enough data
8.4
88
Not enough data
8.3
88
Not enough data
8.2
88
Not enough data
8.5
88
Not enough data
Call Analytics
8.7
133
Not enough data
8.6
137
Not enough data
8.7
133
Not enough data
8.9
134
Not enough data
Artificial Intelligence - Conversation Intelligence
8.7
142
Not enough data
8.7
126
Not enough data
Not enough data
Not enough data
Generative AI
8.3
60
Not enough data
Agentic AI - Conversation Intelligence
8.8
14
Not enough data
9.2
15
Not enough data
9.3
15
Not enough data
9.2
15
Not enough data
8.8
14
Not enough data
8.8
15
Not enough data
9.1
15
Not enough data
Cost Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Setup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - Workflow Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Invoice Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Invoice Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Task Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Task Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Customer Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Accounting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workload
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication & Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Cost Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Work Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content & Documents
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Controls
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Remote Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Project Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Sourcing and Forecasting
8.7
66
Not enough data
8.6
69
Not enough data
8.9
69
Not enough data
8.5
63
Not enough data
8.5
66
Not enough data
8.4
58
Not enough data
8.2
58
Not enough data
CRM Data Enrichment
8.1
64
Not enough data
8.4
62
Not enough data
8.2
59
Not enough data
8.2
65
Not enough data
8.5
56
Not enough data
Account Management
8.3
63
Not enough data
8.1
63
Not enough data
8.1
60
Not enough data
8.2
59
Not enough data
8.7
56
Not enough data
8.4
56
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
8.1
22
Not enough data
8.4
23
Not enough data
8.4
21
Not enough data
8.2
21
Not enough data
8.3
23
Not enough data
Territory Mapping
8.8
32
Not enough data
8.6
30
Not enough data
8.5
30
Not enough data
Route Planning
9.0
29
Not enough data
9.0
31
Not enough data
9.2
32
Not enough data
Sales Performance Management
8.3
27
Not enough data
8.4
30
Not enough data
9.0
30
Not enough data
Presentation and Forms
8.1
26
Not enough data
8.3
29
Not enough data
8.6
29
Not enough data
Integrations
8.1
157
Not enough data
8.5
158
Not enough data
8.1
158
Not enough data
8.1
157
Not enough data
8.8
160
Not enough data
Branding & Customizatio
8.1
152
Not enough data
8.2
156
Not enough data
8.3
155
Not enough data
Automatic Rules & Configurations
8.4
156
Not enough data
8.3
156
Not enough data
8.0
158
Not enough data
Agentic AI - Business Scheduling
8.4
33
Not enough data
8.4
34
Not enough data
Sales Performance Features - Sales Planning
8.5
173
Not enough data
8.5
162
Not enough data
8.5
167
Not enough data
8.6
169
Not enough data
8.7
171
Not enough data
8.8
166
Not enough data
8.2
162
Not enough data
Territory Management - Sales Planning
8.6
164
Not enough data
8.5
170
Not enough data
Quota & Capacity Management - Sales Planning
8.4
166
Not enough data
8.4
174
Not enough data
8.4
166
Not enough data
Agentic AI - Sales Planning
8.5
56
Not enough data
8.6
55
Not enough data
Agentic AI - Lead Scoring
8.0
57
Not enough data
8.3
56
Not enough data
8.0
57
Not enough data
8.2
58
Not enough data
Attribution
8.9
455
Not enough data
8.9
461
Not enough data
8.6
436
Not enough data
Discovery
8.9
465
Not enough data
8.6
455
Not enough data
8.6
432
Not enough data
Management
8.5
420
Not enough data
8.7
441
Not enough data
Platform
8.6
431
Not enough data
8.6
432
Not enough data
Agentic AI - Sales Performance Management
8.5
69
Not enough data
8.7
69
Not enough data
8.5
70
Not enough data
Incentives
8.2
433
Not enough data
8.4
496
Not enough data
8.0
430
Not enough data
8.6
508
Not enough data
Personalization
8.6
478
Not enough data
8.8
556
Not enough data
8.9
589
Not enough data
8.6
532
Not enough data
Administrative
8.7
559
Not enough data
8.5
522
Not enough data
8.4
503
Not enough data
Agentic AI - Email Tracking
8.2
62
Not enough data
8.4
60
Not enough data
8.4
60
Not enough data
8.3
62
Not enough data
8.4
61
Not enough data
8.3
60
Not enough data
8.4
63
Not enough data
Analytics
8.3
569
Not enough data
8.4
576
Not enough data
8.3
590
Not enough data
Customizations
8.7
623
Not enough data
8.5
592
Not enough data
8.6
625
Not enough data
8.4
570
Not enough data
8.4
598
Not enough data
Generative AI
7.5
289
Not enough data
Agentic AI - Sales Analytics
8.3
78
Not enough data
8.6
79
Not enough data
8.4
78
Not enough data
8.4
77
Not enough data
8.2
78
Not enough data
Data Sourcing
8.5
966
Not enough data
8.7
997
Not enough data
8.4
899
Not enough data
8.7
1028
Not enough data
8.6
959
Not enough data
Predictive Analytics
8.4
944
Not enough data
8.6
959
Not enough data
8.1
852
Not enough data
8.3
893
Not enough data
Sales Management
8.7
983
Not enough data
8.1
854
Not enough data
8.6
977
Not enough data
8.8
1046
Not enough data
Agentic AI - Outbound Call Tracking
8.6
38
Not enough data
8.6
39
Not enough data
Calling
8.5
185
Not enough data
8.4
176
Not enough data
8.7
185
Not enough data
8.7
183
Not enough data
8.6
44
Not enough data
Contacts
8.8
176
Not enough data
8.7
179
Not enough data
8.7
181
Not enough data
Insights
9.1
189
Not enough data
8.9
182
Not enough data
8.3
178
Not enough data
8.5
188
Not enough data
8.4
182
Not enough data
8.7
38
Not enough data
Agentic AI - Sales Coaching
9.0
20
Not enough data
8.9
20
Not enough data
9.1
20
Not enough data
9.2
20
Not enough data
Training
8.8
255
Not enough data
8.8
247
Not enough data
8.5
207
Not enough data
8.5
242
Not enough data
Feedback
8.8
236
Not enough data
8.6
232
Not enough data
8.6
213
Not enough data
8.6
200
Not enough data
8.8
225
Not enough data
8.9
226
Not enough data
8.7
198
Not enough data
Generative AI
7.6
70
Not enough data
Agentic AI - Sales Enablement
8.0
33
Not enough data
8.0
33
Not enough data
8.2
33
Not enough data
Content Management
8.3
351
Not enough data
8.1
342
Not enough data
8.2
328
Not enough data
8.5
318
Not enough data
8.3
335
Not enough data
Analytics
8.7
346
Not enough data
8.4
344
Not enough data
8.5
226
Not enough data
8.3
351
Not enough data
Learning Management - Sales Enablement
8.4
27
Not enough data
8.4
27
Not enough data
8.5
27
Not enough data
Revenue Enablement - Sales Enablement
8.3
26
Not enough data
8.3
28
Not enough data
8.8
27
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Agentic AI - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
10.0
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.7
5
Not enough data
10.0
6
Not enough data
Time Tracking
Not enough data
8.7
42
Not enough data
8.4
40
Not enough data
8.2
39
Client Invoicing
Not enough data
8.5
32
Not enough data
7.4
17
Not enough data
7.2
34
Mobile Time Tracking
Not enough data
7.6
36
Administration
Not enough data
7.2
31
Not enough data
7.8
29
Not enough data
6.7
29
Not enough data
Feature Not Available
Not enough data
8.1
31
Platform
Not enough data
7.6
31
Not enough data
7.7
27
Not enough data
6.3
28
Not enough data
7.9
29
Not enough data
7.4
28
Not enough data
Feature Not Available
Categories
Categories
Shared Categories
Agentforce Sales (formerly Salesforce Sales Cloud) and WorkflowMAX are categorized as CRM
Unique Categories
Agentforce Sales (formerly Salesforce Sales Cloud) is categorized as Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement, AI Sales Assistant, Location Intelligence, Field Sales, Sales Coaching, Sales Enablement, Outbound Call Tracking, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, and Revenue AI Platforms
WorkflowMAX is categorized as Project Management, Time Tracking, Document Management, Invoice Management, Professional Services Automation, Project Collaboration, Project Cost Management, Task Management, Workflow Management, and Work Management
Reviews
Reviewers' Company Size
Agentforce Sales (formerly Salesforce Sales Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
WorkflowMAX
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
13.5%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.8%
Marketing and Advertising
15.5%
Construction
10.3%
Accounting
8.6%
Architecture & Planning
6.9%
Civil Engineering
6.9%
Other
51.7%
Alternatives
Discussions
When do you need a CRM?
11 Comments
TF
Hi there! It's best to start with a CRM as soon as you can so you can start to track all your customer interactions and revenue. Salesforce offers editions...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
MD
TCO can be reduced by hiring the right salesforce admin so that the data which is entered inside the CRM is maintained and used to the fullest Read more
What are the features of CRM software?
8 Comments
AP
1. Workflow automation , Customization , Third-party integration , Customer service , Employee tracking , Lead management , Real-time data , CRM analytics ,...Read more
WorkflowMAX has no discussions with answers
