# Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Centrex Software vs Redtail Technology Comparison

| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.8 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 226 | 10 | 268 | 
| **Largest Market Segment** | Impresa (47.5% delle recensioni) | Piccola Impresa (88.9% delle recensioni) | Piccola Impresa (92.4% delle recensioni) | 
| **Entry Level Price** | $325.00 1 user Al mese | Nessun prezzo disponibile | Contattaci | 

---
## Top Pros & Cons

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

**Not enough data**

### Centrex Software

**Not enough data**

### Redtail Technology

Pros:
- Ease of Use (83 reviews)
- Helpful (39 reviews)

Cons:
- Missing Features (18 reviews)
- Limited Features (12 reviews)

---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
  | **Soddisfa i requisiti** | 8.6 (151 reviews) | 10.0 (5 reviews) | 8.6 (186 reviews) | 
  | **Facilità d'uso** | 8.0 (174 reviews) | 10.0 (5 reviews) | 8.6 (208 reviews) | 
  | **Facilità di configurazione** | 7.8 (113 reviews) | Dati insufficienti | 8.4 (118 reviews) | 
  | **Facilità di amministrazione** | 8.0 (47 reviews) | Dati insufficienti | 8.7 (62 reviews) | 
  | **Qualità del supporto** | 8.4 (144 reviews) | 9.7 (5 reviews) | 8.7 (176 reviews) | 
  | **Ritiene che the product sia stato un valido partner commerciale?** | 8.6 (50 reviews) | Dati insufficienti | 9.0 (64 reviews) | 
  | **Direzione del prodotto (% positivo)** | 8.5 (147 reviews) | Dati insufficienti | 8.4 (187 reviews) | 

---
## Pricing

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Financial Services Cloud Service Enterprise

Price: $325.00 1 user Al mese

Description: Il CRM per i servizi finanziari con AI integrata.

Key Features:
- Flussi di lavoro specifici per settore utilizzando Service Cloud Enterprise Edition come base
- Console CSR facile da usare per un'unica vista
- Service Process Studio per la personalizzazione a basso codice

[Browse all 3 editions](https://www.g2.com/it/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

### Centrex Software

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Redtail Technology

#### Entry-Level Pricing

Plan: Enterprise

Price: Contattaci

Description: Customizable plans with endless options available! Minimum license commitment is required. 

Key Features:
- Customize Your Plan

[Browse all 3 editions](https://www.g2.com/it/products/redtail-technology/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Marketing tramite SMS

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Centrex Software** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Messaggistica di testo

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **SMS di massa** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Messaggistica bidirezionale** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pianificatore di Testo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Risposte Automatiche** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Accorciamento automatico degli URL** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Marketing MMS** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Personalizzazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **SMS transazionale** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Piattaforma SMS

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Segnalazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Automazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Etichetta Bianca** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Testo-a-Linea Fissa** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Codici Brevi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione API** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### AI agentico - Marketing via SMS

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Esecuzione autonoma dei compiti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pianificazione a più fasi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione tra sistemi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Interazione in Linguaggio Naturale** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Prendere decisioni** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### Backup email

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Centrex Software** | N/A | N/A |
| **Redtail Technology** | 8.5/10 | 10 |

#### Funzionalità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Compatibilità** | Dati insufficienti | Dati insufficienti | 9.2 (10 reviews) | 
| **Ordina e Filtra** | Dati insufficienti | Dati insufficienti | 9.3 (10 reviews) | 
| **Conversione** | Dati insufficienti | Dati insufficienti | 7.8 (10 reviews) | 

#### Usabilità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Gestione dei lotti** | Dati insufficienti | Dati insufficienti | 7.7 (10 reviews) | 
| **Pianificazione automatizzata** | Dati insufficienti | Dati insufficienti | 8.8 (10 reviews) | 
| **Gestione Granulare della Conservazione** | Dati insufficienti | Dati insufficienti | 7.2 (9 reviews) | 

#### Affidabilità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Backup da cloud a cloud** | Dati insufficienti | Dati insufficienti | 8.3 (10 reviews) | 
| **Rilevamento indirizzo** | Dati insufficienti | Dati insufficienti | 8.5 (10 reviews) | 
| **Sicurezza** | Dati insufficienti | Dati insufficienti | 9.7 (10 reviews) | 

#### AI agentico - Backup email

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Esecuzione autonoma dei compiti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione tra sistemi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Prendere decisioni** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### Assistenti AI per i servizi finanziari

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Centrex Software** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Intelligenza Conversazionale

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Elementi d'azione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Trascrizione della Riunione AI** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Analisi del sentimento** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Flusso di lavoro

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Innescare** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Redazione di email** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pre-compilazione modulo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Registrazione automatica CRM** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Conformità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Verifica dei documenti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Monitoraggio della lingua** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Traccia di controllo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Controllo Accessi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Innescare** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Approfondimenti

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Prossima Migliore Azione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Analisi dell'interazione con il cliente** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Opportunità di Ricavo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### Backup

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Centrex Software** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Gestione

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Recupero di emergenza** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Backup remoto** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Formati di archiviazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Backup programmati** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Ripristino su richiesta** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Segnalazione

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Monitoraggio delle attività** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Documentazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Avvisi/Notifiche** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Sicurezza

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Crittografia dei dati** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Sicurezza e Conformità** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Deduplicazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### CRM per i servizi finanziari

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 87 |
| **Centrex Software** | N/A | N/A |
| **Redtail Technology** | 7.3/10 | 139 |

#### Contenuto

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Automazione** | 8.3 (83 reviews) | Dati insufficienti | 7.1 (108 reviews) | 

#### Funzionalità Aggiuntiva della Piattaforma

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Connettori Pre-Costruiti** | 8.1 (81 reviews) | Dati insufficienti | 7.5 (102 reviews) | 
| **Cruscotto** | 8.6 (81 reviews) | Dati insufficienti | 8.7 (118 reviews) | 
| **Nuvola** | 8.5 (76 reviews) | Dati insufficienti | 7.9 (96 reviews) | 
| **Mobilità** | 8.1 (75 reviews) | Dati insufficienti | 7.6 (101 reviews) | 
| **Messaggistica** | 7.9 (75 reviews) | Dati insufficienti | 6.6 (80 reviews) | 

#### Piattaforma di Reportistica e Analisi

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Segnalazione** | 8.6 (79 reviews) | Dati insufficienti | 7.9 (95 reviews) | 
| **Previsione** | 7.9 (76 reviews) | Dati insufficienti | 6.9 (78 reviews) | 

#### Supporto Clienti

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Gestione dei casi** | 8.4 (79 reviews) | Dati insufficienti | 8.4 (97 reviews) | 
| **Portale di Supporto Clienti** | 8.4 (77 reviews) | Dati insufficienti | 8.0 (98 reviews) | 
| **Base di conoscenza** | 8.3 (77 reviews) | Dati insufficienti | 8.1 (102 reviews) | 
| **Supporto Analitico** | 8.4 (77 reviews) | Dati insufficienti | 7.9 (94 reviews) | 

#### Automazione del Marketing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Gestione delle campagne** | 8.2 (72 reviews) | Dati insufficienti | 7.0 (81 reviews) | 
| **Gestione dei contatti** | 8.4 (73 reviews) | Dati insufficienti | 7.6 (90 reviews) | 
| **Analisi di Marketing** | 8.2 (73 reviews) | Dati insufficienti | 6.6 (82 reviews) | 

#### Automazione della forza vendita

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Gestione della Pipeline** | 8.2 (74 reviews) | Dati insufficienti | 6.9 (83 reviews) | 
| **Gestione delle attività** | 8.1 (77 reviews) | Dati insufficienti | 8.2 (101 reviews) | 
| **Gestione dell'Elenco Prodotti e Prezzi** | 8.0 (70 reviews) | Dati insufficienti | 6.1 (72 reviews) | 
| **Gestione di Preventivi e Ordini** | 8.1 (73 reviews) | Dati insufficienti | 5.9 (72 reviews) | 
| **Gestione dei Contratti** | 8.0 (71 reviews) | Dati insufficienti | 6.9 (73 reviews) | 

#### Agentic AI - CRM per i servizi finanziari

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Prendere decisioni** | 8.0 (65 reviews) | Dati insufficienti | 6.2 (18 reviews) | 

---
## Categories
**Shared Categories (1):** [CRM per i servizi finanziari Software](https://www.g2.com/it/categories/financial-services-crm)

**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [Assistenti AI per i servizi finanziari](https://www.g2.com/it/categories/ai-assistants-for-financial-services)

**Unique to Centrex Software (1):** [Software di gestione dei prestiti](https://www.g2.com/it/categories/loan-servicing)

**Unique to Redtail Technology (3):** [Software di marketing via SMS](https://www.g2.com/it/categories/sms-marketing), [Software di gestione documentale](https://www.g2.com/it/categories/document-management), [Software di Backup Email](https://www.g2.com/it/categories/email-backup)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Centrex Software | Redtail Technology | 
|---|---|---|---|
| **Piccola impresa** | 20.5% | 88.9% | 92.4% | 
| **Mid-Market** | 32.0% | 11.1% | 5.3% | 
| **Enterprise** | 47.5% | 0% | 2.3% | 

### By Industry

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Servizi Finanziari:** 44.7%
- **Bancario:** 10.6%
- **Contabilità:** 5.5%
- **Tecnologia dell'informazione e servizi:** 5.5%
- **Software per computer:** 3.0%
- **Ospedale e Assistenza Sanitaria:** 3.0%
- **Marketing e Pubblicità:** 3.0%
- **Assicurazione:** 3.0%
- **Servizi al Consumatore:** 1.5%
- **Tempo libero, Viaggi e Turismo:** 1.5%
- **Other:** 18.6%

#### Centrex Software

- **Servizi Finanziari:** 77.8%
- **Pubblicazione:** 11.1%
- **Produzione Media:** 11.1%

#### Redtail Technology

- **Servizi Finanziari:** 86.8%
- **Gestione degli investimenti:** 5.3%
- **Assicurazione:** 2.2%
- **Contabilità:** 1.8%
- **Marketing e Pubblicità:** 1.3%
- **Tecnologia dell'informazione e servizi:** 0.9%
- **Vendita al dettaglio:** 0.4%
- **Gestione delle organizzazioni non profit:** 0.4%
- **Pratica medica:** 0.4%
- **Servizi al Consumatore:** 0.4%

---
## Alternatives

### Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- [Wealthbox CRM](https://www.g2.com/it/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/it/products/practifi/reviews) — 4.3/5 stars (76 reviews)
- [Total Expert](https://www.g2.com/it/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/it/products/zocks/reviews) — 4.8/5 stars (328 reviews)
- [AdvisorEngine CRM](https://www.g2.com/it/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [DealCloud](https://www.g2.com/it/products/dealcloud/reviews) — 4.3/5 stars (31 reviews)
- [Merchant Central by NMI](https://www.g2.com/it/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [SmartOffice](https://www.g2.com/it/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Affinity](https://www.g2.com/it/products/affinity/reviews) — 4.4/5 stars (72 reviews)

### Alternatives to Centrex Software

- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Total Expert](https://www.g2.com/it/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [CloudBankin](https://www.g2.com/it/products/cloudbankin/reviews) — 5.0/5 stars (127 reviews)
- [Wealthbox CRM](https://www.g2.com/it/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Finflux](https://www.g2.com/it/products/m2p-fintech-finflux/reviews) — 4.6/5 stars (106 reviews)
- [Merchant Central by NMI](https://www.g2.com/it/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [Abrigo Loan Origination](https://www.g2.com/it/products/abrigo-loan-origination/reviews) — 4.6/5 stars (82 reviews)
- [The Mortgage Office Loan Servicing](https://www.g2.com/it/products/the-mortgage-office-loan-servicing/reviews) — 4.9/5 stars (79 reviews)
- [vcita](https://www.g2.com/it/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Practifi](https://www.g2.com/it/products/practifi/reviews) — 4.3/5 stars (76 reviews)

### Alternatives to Redtail Technology

- [Wealthbox CRM](https://www.g2.com/it/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [HighLevel](https://www.g2.com/it/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [Close](https://www.g2.com/it/products/close/reviews) — 4.7/5 stars (2038 reviews)
- [ActiveCampaign](https://www.g2.com/it/products/activecampaign/reviews) — 4.4/5 stars (14687 reviews)
- [Birdeye](https://www.g2.com/it/products/birdeye/reviews) — 4.7/5 stars (4061 reviews)
- [Brevo Marketing Platform](https://www.g2.com/it/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2563 reviews)
- [Constant Contact](https://www.g2.com/it/products/constant-contact/reviews) — 4.1/5 stars (7392 reviews)
- [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/it/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) — 4.4/5 stars (5420 reviews)
- [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/it/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) — 4.0/5 stars (4461 reviews)

---
## Top Discussions

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

### Centrex Software

No discussions available for this product.

### Redtail Technology

- Title: [A cosa serve Redtail Imaging?](https://www.g2.com/it/discussions/what-is-redtail-imaging-used-for) — 1 comment
  > **Top comment:** "Lo usiamo come archivio interno per la conformità"
- Title: [Fornirai ora o in futuro calcoli RMD per conti di pensionamento e conti ereditati?](https://www.g2.com/it/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) — 1 comment, 1 upvote
  > **Top comment:** "Sono un utente finale, ma se dovessi indovinare, direi di no. Sono bravi a identificare i clienti idonei per RMD, tuttavia, anche i custodi evitano i calcoli..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/it/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-centrex-software-vs-redtail-technology)