Back to comparisons
COMPARISON
Salesforce vs Agency Operations Software
Salesforce is the enterprise CRM standard, but it's overkill for most agencies and doesn't handle agency-specific workflows like projects and invoicing.
Estimated Savings:$0–$50+ per user/month
Feature Comparison
| Feature | Salesforce | Agency Operations Software |
|---|---|---|
| Lead Pipeline | Opportunity pipeline | Lead pipeline integrated with clients and projects |
| Client Management | Account and contact management | Client directory with project and invoice history |
| Project Management | Not included (requires separate tool) | Built-in projects linked to clients |
| Invoicing | Requires integration or separate tool | Full invoicing integrated with projects |
| Client Portal | Requires custom development | Built-in white-label client portal |
| E-Signature | Requires DocuSign integration | Built-in e-signature |
| Project Profitability | Not tracked | Automatic profitability calculation |
| Pricing | $25–$300+ per user/month | One-time payment, unlimited users |
Salesforce Pros
- Enterprise-grade features
- Extensive customization
- Strong reporting
Salesforce Cons
- Very expensive for agencies
- Complex setup and maintenance
- Built for sales, not agency workflow
- Requires multiple tools for full agency operations
- No built-in project management or invoicing
Best For
Large enterprises that need extensive customization and don't mind the complexity and cost.