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CRM pricing
Salesforce Financial Services Cloud pricing
Salesforce Financial Services Cloud publishes its prices on its own site. The cheapest plan is Sales Core, at $325/user/mo. We checked on Oct 6.
Starting priceFrom $325/user/mo
Checked on the vendor's site · Oct 6
One person, cheapest plan$325 a month
Price on their own siteYes
Plans and prices
| Plan | Price | Billing |
|---|---|---|
| Sales Core | $325/user/mo | Billed annually |
| Sales Advanced | $500/user/mo | Billed annually |
| Sales Max | $700/user/mo | Billed annually |
Other costs and terms
- Service editions (Service Core, Advanced, Max) are listed at the same prices: $325, $500 and $700 USD per user per month, billed annually
- Insurance, digital origination and compliance add-ons are priced separately on the same page
- Leaving: Admins can export all of the org's data as CSV files, manually every 7 or 29 days depending on edition, or on a schedule.
How Salesforce Financial Services Cloud compares on price
Where Salesforce Financial Services Cloud sits on price
Salesforce Financial Services CloudOther advisor CRMsAdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo
Nearby on price
The rule: the two advisor CRMs just below Salesforce Financial Services Cloud and the two just above it, on what one person pays per month. Paying vendors are never moved up.
| Tool | One person, cheapest plan (our sum) | Cheapest plan | Where the price came from |
|---|---|---|---|
| $207 a month for one person | AdvisorEngine CRM, $69/user/mo | Checked on the vendor's site · Oct 6 | |
| $250 a month for one person | 1 user, $250/mo for 1 user | Checked on the vendor's site · Oct 6 |
Price changes
See everything on Salesforce Financial Services Cloud's profile
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