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Salesforce Sales Cloud vs AgentCubed Comparison (2026)

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Salesforce Sales Cloud logo

Salesforce Sales Cloud

AgentCubed logo

AgentCubed

Overview

Salesforce Sales Cloud gives you a 360° view of your contacts, pulling in social activity, campaign and communication history, key contacts & deals, and more.

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

18.8K

5

4

3

2

1

10.3K

6.4K

1.5K

265

166

  • Value for money
  • Ease of use
  • Features
  • Customer support
71%
would recommend this app

4.4

10

5

4

3

2

1

7

1

1

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
83%
would recommend this app

Pros

“It is a powerful CRM that helps organize sales processes, improve visibility, and keep customer information structured. Once users understand the system and the workflows are configured properly, it becomes a strong tool for managing customer relationships, tracking opportunities, and improving collaboration across teams.”
Verified reviewer profile picture

Basel E.

IT

“With salesforce cloud , i can see complete view of the customer in seconds like there their billing history , previous conversation , outstanding bill , even the payment link and also its lot easier to update payment methods.”
AD

Arnold D.

Collection lead Iqor

“Salesforce Sales Cloud is a robust and enterprise-grade CRM solution that significantly improves sales process visibility and management. While it requires time to learn and properly configure, it becomes a highly effective tool for tracking pipelines, automating workflows, and generating insights once fully implemented.”
SS

Swaminathan S.

ERC Sr. Associate

Pros

Not enoughreviews yet

Cons

“The main drawbacks are the high total cost of ownership and the steep learning curve, as essential features often require expensive add-ons and a dedicated administrator to manage the complex setup. Despite the modern UI, the platform can still feel cluttered and unintuitive, requiring significant training for new users to navigate daily tasks efficiently.”
Verified reviewer profile picture

RAUL M.

Software support

“Ive used it on the sales and integration front to automate campaign set ups - only problem is garbage in - garbage out so there needs to some automated improvements since admins dont always optimize”
MS

Marwa S.

Senior Solutions Engineer

“One minor complaint I have is that the reporting features can be a bit clunky at times, and it took a bit to figure out how to get the data we needed.”
IW

Isla W.

Sales Operations Manager

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review4 days ago
  • Vendor responds to reviews
  • Last review5 years ago

Key features

  • Total features180
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Attestation
  • Audience Targeting
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Broker/Agent Portal
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scripting
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cancellation Tracking
  • Carrier Upload
  • Catalog Management
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Competitive Analysis
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Profiles
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Exception Reporting
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Auto Insurance
  • For Casualty Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • For Insurance Industry
  • For Life Insurance
  • For Long Term Care
  • For Mac Devices
  • For Personal Insurance
  • For Professional Liability
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Inbound Call Center
  • Inbox Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-State
  • Multiple Projects
  • Onboarding
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Policy Creation
  • Policy Issuance
  • Policy Management
  • Policy Metadata Management
  • Policy Training
  • Predictive Analytics
  • Presentation Tools
  • Price Optimization
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Property & Casualty
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Segmentation
  • Self Service Portal
  • Source Tracking
  • Task Management
  • Territory Management
  • Version Control
  • Workflow Management
  • Total features87
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Attestation
  • Audience Targeting
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Broker/Agent Portal
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Routing
  • Call Scripting
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cancellation Tracking
  • Carrier Upload
  • Catalog Management
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Comparative Insurance Rating
  • Competitive Analysis
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Profiles
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Entry
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Exception Reporting
  • Field Sales Management
  • Financial Management
  • For AEC Industry
  • For Auto Insurance
  • For Casualty Insurance
  • For Disability Insurance
  • For Health/Medical Insurance
  • For Homeowners Insurance
  • For Insurance Industry
  • For Life Insurance
  • For Long Term Care
  • For Mac Devices
  • For Personal Insurance
  • For Professional Liability
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Inbound Call Center
  • Inbox Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • Marketing Automation
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-State
  • Multiple Projects
  • Onboarding
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Policy Creation
  • Policy Issuance
  • Policy Management
  • Policy Metadata Management
  • Policy Training
  • Predictive Analytics
  • Presentation Tools
  • Price Optimization
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Property & Casualty
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recommendations
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Segmentation
  • Self Service Portal
  • Source Tracking
  • Task Management
  • Territory Management
  • Version Control
  • Workflow Management

Integrations

  • Total integrations32
  • Birdeye
  • Box
  • ClearSlide
  • Conga Composer
  • Crowdstack Pro
  • Docusign
  • Dropbox
  • Eventbrite
  • Evernote Teams
  • Expensify
  • Five9
  • GTM Workspace - Powered by ZoomInfo
  • GoTo Meeting
  • Gong
  • Google Workspace
  • HubSpot Marketing Hub
  • Litmos
  • Microsoft Outlook
  • Outreach
  • Professional Services Cloud
  • QuickBooks Online
  • Salesforce Marketing Cloud
  • Salesloft
  • Slack
  • Smartsheet
  • SurveyMonkey
  • Tableau
  • Veeva CRM
  • Webinato
  • WordPress
  • Yesware
  • Zapier
  • Total integrationsN/A
  • Birdeye
  • Box
  • ClearSlide
  • Conga Composer
  • Crowdstack Pro
  • Docusign
  • Dropbox
  • Eventbrite
  • Evernote Teams
  • Expensify
  • Five9
  • GTM Workspace - Powered by ZoomInfo
  • GoTo Meeting
  • Gong
  • Google Workspace
  • HubSpot Marketing Hub
  • Litmos
  • Microsoft Outlook
  • Outreach
  • Professional Services Cloud
  • QuickBooks Online
  • Salesforce Marketing Cloud
  • Salesloft
  • Slack
  • Smartsheet
  • SurveyMonkey
  • Tableau
  • Veeva CRM
  • Webinato
  • WordPress
  • Yesware
  • Zapier