Salesboom vs Salesforce Financial Services Cloud
Salesboom
salesboom.comSalesforce Financial Services Cloud
salesforce.comSide by side
| Figure | Salesboom | Salesforce Financial Services Cloud |
|---|---|---|
| Price from | $14/mo | $325/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 9 | 10 |
| Spec score · Banking CRM Software | 8.6 (#1) | 8.5 (#2) |
| API | The Web Services API uses authenticated CRUD, list, query, related-record and record-existence operations for CRM objects. | The REST API exposes Financial Services objects through the Connect REST endpoint at /services/data/vXX.X/connect/financialservices. |
| Company founded | LinkedIn lists the founding year as 2002. | Gartner lists Salesforce as founded in 1999. |
| Company headquarters | LinkedIn lists headquarters at Halifax, Nova Scotia, Canada. | Salesforce lists its headquarters at 415 Mission Street, San Francisco, California 94105. |
| Company legal name | Crunchbase lists the legal name as Salesboom, Inc. | Crunchbase identifies the legal name as Salesforce, Inc. |
| Company size | LinkedIn lists 201–500 employees, while Crunchbase lists a 101–250 headcount range. | LinkedIn lists Salesforce as a public company with 10,001 or more employees. |
| Founded | 2003 | 1999 |
| Headquarters | Halifax, Nova Scotia, Canada | San Francisco, California, United States |
| Praise: usability and reporting | G2 reviewers repeatedly describe the interface as easy to navigate and praise report quality and dashboards. | TrustRadius reviewers highlight the interface, automated reports, lead tracking, and centralized relationship data. |
| Rating on G2 | 4.5 out of 5 from 24 reviews | 4.2 out of 5 from 398 reviews |
| Rating on Software Advice | 4.3 out of 5 from 37 reviews | 4.8 out of 5 from 6 reviews |
| Rating on Trustpilot | 4.0 out of 5 from 3 reviews | 1.3 out of 5 from 662 reviews |
| Rating on TrustRadius | 8.5 out of 10 from 2 reviews | 8.4 out of 10 from 40 reviews |
| Sales automation | The platform provides lead, account, contact, opportunity, pipeline, task and activity management. | Sales features automate meeting preparation, money-in-motion detection, referrals, onboarding, and financial opportunity workflows. |
Plans
Salesboom
- Solo$249 a year
- Team$200 a year
- Professional$40 a month
- Enterprise$75 a month
- Team Edition$14 a month
- Professional Edition$45 a month
- Enterprise Edition$95 a month
- Solo Edition$249 a year
- CRM Appliance Standard$11,999, paid once
Salesforce Financial Services Cloud
- Financial Services Cloud for Sales$325 a month
- Financial Services Cloud for Service$325 a month
- Financial Services Cloud Sales Core$325 a month
- Financial Services Cloud Service Core$325 a month
- Financial Services Cloud for Sales and Services$350 a month
- Financial Services Cloud Sales & Service Core$350 a month
- Financial Services Cloud Sales Max$700 a month
- Financial Services Cloud Service Max$700 a month
- Financial Services Cloud Agentforce 1 Sales$750 a month
- Financial Services Cloud Agentforce 1 Service$750 a month
In their own words
Salesboom
Salesboom is a paid CRM available on the web, iOS, and Android. Its listed capabilities include a visual sales pipeline, email synchronization, marketing automation, AI features, and a mobile app. Plan limits vary: Solo supports one user and 25 MB of storage; Team supports up to 50 users and 50 MB per user. Professional and Enterprise allow unlimited users, with 75 MB and 150 MB per user respectively. Solo costs $249 a year, billed annually, and Team costs $200 a year, billed annually. Professional costs $40 a month, billed monthly; Enterprise costs $75 a month, billed monthly. Salesboom offers a 30-day trial but no free plan. The maker was founded in 2003 and is headquartered in Halifax, Nova Scotia, Canada.
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud brings data from banking, wealth, and insurance platforms together to support personalized engagement with industry-specific AI and automation. Sales editions provide industry-specific data models, customer segmentation, and tools for financial goals and plans. Service editions add industry-specific workflows, a customer service representative console, and Service Process Studio for low-code customization. Combined editions cover sales and service, while Agentforce 1 editions connect Salesforce and external data through Data Cloud and Financial Services Cloud Intelligence.
The cloud product is available on web, iOS, and Android. Features can be configured in the Salesforce mobile app, and outside applications and systems can be integrated; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. Salesforce describes it for banking, insurance, wealth and asset management, and lending organizations. Sales or Service Enterprise editions cost $325 a month per user, billed annually; Sales and Services costs $350 a month per user, billed annually. Agentforce 1 Sales and Service each cost $750 a month per user, billed annually. A 30-day trial is available.