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Planhat vs Agentforce Sales (formerly Salesforce Sales Cloud) vs Bigin by Zoho CRM vs Creatio CRM Comparison

Last updated:

Planhat

4.7(335 reviews)

Starting at $1,150 /Month

  • Large Enterprises
  • Medium Business

Planhat is a customer success software that helps the companies to track the performance and satisfaction level of their customers and clients. By providing clients and customers with beautiful reports and analytics, bus…

View PricingRead Reviews

Agentforce Sales (formerly Salesforce Sales Cloud)

4.5(646 reviews)

Starting at $25 /user/month

  • Free Trial
  • Freelancers / Consultants
  • Large Enterprises

Agentforce Sales (formerly Salesforce Sales Cloud) is Salesforce's flagship AI-powered sales CRM. It combines core CRM — lead, contact, opportunity and pipeline management, forecasting and analytics — with Agentforce, Sa…

View PricingRead Reviews

Bigin by Zoho CRM

4.6(243 reviews)

Starting at $7 /User/Month

  • Free Trial
  • Small Business

Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day wi…

View PricingRead Reviews

Creatio CRM

Starting at $40 /user/month

  • Large Enterprises
  • Medium Business

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, c…

View PricingRead Reviews

Planhat leads on user satisfaction with a 4.7-star rating across 335 reviews.

Planhat vs Agentforce Sales (formerly Salesforce Sales Cloud) vs Bigin by Zoho CRM vs Creatio CRM — at a glance

FeaturePlanhatAgentforce Sales (formerly Salesforce Sales Cloud)Bigin by Zoho CRMCreatio CRM
Rating4.7 / 54.5 / 54.6 / 5—
Reviews335646243—
Starting price$1,150 /Month$25 /user/month$7 /User/Month$40 /user/month
Free trial No Yes Yes No
Free version No No No No
Best forLarge Enterprises, Medium Business, Small BusinessFreelancers / Consultants, Large Enterprises, Medium BusinessSmall BusinessLarge Enterprises, Medium Business
CategoryCustomer Success SoftwareCRM SoftwareCRM SoftwareCRM Software
Integrations—13+ apps—5+ apps
PlatformsSaaS/Web/CloudSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac, Browser Based (Cloud), Mobile - Windows
APIAvailableAvailableAvailableAvailable
Support modesOnlineBusiness Hours, OnlineBusiness Hours, OnlineOnline
CertificationsSOC 2, GDPRSOC 2, HIPAA, GDPR, ISO 27001—SOC 2, HIPAA, GDPR, ISO 27001
Data residencyGlobalGlobalGlobalUnited States, United Kingdom, Australia, European Union

Key differences between Planhat and Agentforce Sales (formerly Salesforce Sales Cloud)

  • Pricing: Planhat starts at $1,150 /Month, while Agentforce Sales (formerly Salesforce Sales Cloud) starts at $25 /user/month.
  • Free trial: Agentforce Sales (formerly Salesforce Sales Cloud) offers a free trial; Planhat does not.
  • Target audience: Planhat is built for Large Enterprises and Medium Business, while Agentforce Sales (formerly Salesforce Sales Cloud) targets Freelancers / Consultants and Large Enterprises.
  • User satisfaction: Planhat scores higher with a 4.7-star average.
  • Deployment: Planhat supports SaaS/Web/Cloud; Agentforce Sales (formerly Salesforce Sales Cloud) supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Compare Planhat vs Agentforce Sales (formerly Salesforce Sales Cloud) vs Bigin by Zoho CRM vs Creatio CRM — and walk away knowing which one fits.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Customer Success Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Biggest differences

Features

Pricing

Buying details

Security

Buyer feedback

Integrations

Product tour

Other options

Planhat - Customer Success Software

Planhat

(387)
Talk to an expert
Talk to an expert
Salesforce - CRM Software

Agentforce Sales (formerly Salesforce Sales Cloud)

(562)
Talk to an expert
Talk to an expert

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Biggest differences

Affiliate Disclosure

Start here before you go deeper into features.

Planhat

Best for mid-to-large companies needing automated, multi-channel customer success management.

Choose if
  • You require comprehensive tracking of customer performance and satisfaction metrics.
  • Your team benefits from automated outreach via email, SMS, and push notifications.
  • You want detailed analytics and reporting to drive customer loyalty and retention.
Consider alternatives if
  • You are a very small business or startup without a dedicated customer success team.
  • You need transparent pricing upfront or a simpler tool with minimal setup complexity.

Agentforce Sales (formerly Salesforce Sales Cloud)

Best for medium to large enterprises needing highly customizable CRM solutions.

Choose if
  • You require extensive customization to fit unique industry workflows.
  • Your team needs robust analytics and reporting for data-driven sales decisions.
  • You want seamless integration with numerous third-party applications and APIs.
Consider alternatives if
  • You are a small business or startup with a limited budget.
  • Your team lacks technical expertise or prior CRM experience.

Bigin by Zoho CRM

Best for

Small Business

Creatio CRM

Best for

Large Enterprises, Medium Business

Planhat: Best for mid-to-large companies needing automated, multi-channel customer success management. Agentforce Sales (formerly Salesforce Sales Cloud): Best for medium to large enterprises needing highly customizable CRM solutions.

Description

Planhat is a customer success software that helps the companies to track the performance and satisfaction level of their customers and clients. By providing clients and customers with ... Read More about Planhat

Agentforce Sales (formerly Salesforce Sales Cloud) is Salesforce's flagship AI-powered sales CRM. It combines core CRM — lead, contact, opportunity and pipeline management, forecasting and ... Read More about Agentforce Sales (formerly Salesforce Sales Cloud)

Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to ... Read More about Bigin by Zoho CRM

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It ... Read More about Creatio CRM

Entry Level Pricing

  • Starts from $1,150
  • Starts from $25 , monthly
  • Starts from $7 , Billed Yearly
  • Starts from $40 , Billed Yearly

Free Trial Availability

  • No free trial
  • No free trial

SpotScore

What's this? ↗

Not Available

9.8/10

9.0/10

Not Available

User Ratings

Based on verified Spotsaas reviews

4.66

(335)

4.55

(646)

4.6

(243)

Best Company Size

51-500 employees500+ employees
50 to 10,000 employeesMedium to Large Enterprises
—
50–10,000+ employees
Get pricing help
Get pricing help
Visit website
Visit website

Where each option fits best

See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.

Based on buyer reviews and verified product data collected by Spotsaas.

Strengths

Key strengths

Planhat

No key benefits available yet.

Agentforce Sales (formerly Salesforce Sales Cloud)

  • Simplified Sales Processes: Salesforce simplifies the entire sales cycle, allowing teams to manage leads, opportunities, and customer interactions smoothly. I've seen firsthand how this leads to increased efficiency and higher conversion rates.
  • Analytics and Reporting: With Salesforce's analytics tools, managers can gain insights into performance metrics. This allows for informed decision-making based on real-time data, so strategies stay aligned with business goals.
  • Customizable Solutions: One of Salesforce's key features is its adaptability. Whether you're in retail, healthcare, or finance, the platform can be designed for your specific industry needs. I often recommend using this flexibility for maximum impact.

Creatio CRM

  • Advanced Workflow Automation: Creatio supports end-to-end workflow automation through triggers, rules, approvals, and task orchestration. Repetitive actions such as follow-ups, lead routing, and status updates can run automatically. This reduces manual effort, minimizes errors, and keeps processes following defined standards, improving efficiency across departments.
  • AI-Driven Insights and Analytics: Creatio uses AI-driven analytics to surface trends, predict outcomes, and recommend next actions. Teams can monitor performance, forecast revenue, and identify bottlenecks using real-time dashboards. These insights help decision-makers prioritize tasks, improve planning accuracy, and adjust strategies based on actual operational data rather than assumptions.
  • Scalable for Growing Organizations: Creatio is designed to support growing teams, complex workflows, and increasing data volumes. Organizations can expand usage across departments, regions, and business units without changing platforms. Its modular structure allows teams to add features, integrations, and automation gradually as operational needs become more advanced.
Best fit

Best fit

Planhat

No best-fit guidance available yet.

Creatio CRM

  • 50–10,000+ employees
  • Banking & Financial Services, Insurance, Telecommunications, Healthcare, Manufacturing, Real Estate, Professional Services, IT Services, Public Sector, Education
  • Sales Manager, CRM Manager, Revenue Operations Manager, Marketing Operations Manager, Customer Service Manager, Business Process Manager, Digital Transformation Lead, CIO
Watchouts

Reasons buyers look elsewhere

Planhat

No alternatives guidance available yet.

Agentforce Sales (formerly Salesforce Sales Cloud)

  • Pricing exceeds $165/month for most teams — buyers with <50 employees often switch to HubSpot CRM ($50/month) or Pipedrive ($59/month) for lower cost
  • Lacks pre-built templates for specific industries like real estate or nonprofits — teams needing vertical solutions add Zoho CRM or industry-specific alternatives
  • Requires 4–6 weeks of admin setup and training — companies wanting faster deployment choose Pipedrive or Monday.com Sales for quicker onboarding

Creatio CRM

  • While Creatio has integrations and a marketplace, users who require deep connectivity with certain niche tools or large ecosystems (e.g., extensive third-party apps) may choose alternatives with broader out-of-the-box integrations.
  • Creatio’s pricing and feature tiers are structured for mid-sized to larger businesses. Smaller teams or budget-constrained startups may opt for alternatives offering essential CRM capabilities at lower costs without advanced automation overhead.
  • Though no-code, Creatio’s workflow builder and extensive features can feel overwhelming without training. Teams with limited CRM experience might gravitate toward platforms with more intuitive interfaces or guided onboarding to reduce ramp-up time.

Software Demo

Demo

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Step 1 of 4

How big is your team?

We tailor recommendations to companies your size.

Trusted by teams at

How do Planhat, Agentforce Sales (formerly Salesforce Sales Cloud), Bigin by Zoho CRM and Creatio CRM Compare on Features?

Total Features

8 Features

11 Features

10 Features

78 Features

Unique Features

No unique features

No unique features

No unique features

No unique features

Get Quote
Get Quote
Visit website
Visit website

Compare Planhat, Agentforce Sales (formerly Salesforce Sales Cloud), Bigin by Zoho CRM and Creatio CRM on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

          Starting From

          • $1,150
          • $25 , monthly
          • $7 , Billed Yearly
          • $40 , Billed Yearly

          Pricing Plans

          • Not Available

          • Free Suite

            Free

            Get Started

            • Easy setup with guided onboarding

            • Lead, Account, Contact, and Opportunity

            • Service Case Management & Simple Email Marketing

            Show more +

          • Starter Suite

            $25

            /user/month

            Get Started

            • Everything in Free plus built-in Sales Flows and Lead Routing

            • Email to Case Management

            • Dynamic Email Marketing, Forms, and Analytics

            Show more +

          • Pro Suite

            $100

            /user/month

            Get Started

            • Everything in Starter plus Enhanced Real-Time Chat

            • Sales Quoting and Forecasting

            • Greater Customization, Automation+ Access to AppExchange

            Show more +

          • Free

            Get Started

            • Single Pipeline

            • 500 Records

            • Instant Workflows (3)

            Show more +

          • Express

            Get Started

            • Includes features of Free plan, plus

            • Team Pipelines (3)

            • 50,000 Records

            Show more +

          • Premier

            Get Started

            • Includes features of Express Edition plan. plus

            • Team Pipelines (5)

            • 100,000 Records

            Show more +

          • Growth

            $40

            /user/month

            Get Started

            • Provide automation to SMB clients

            • No-code user interface designer

            • No-code workflow designers

            Show more +

          • Enterprise

            $75

            /user/month

            Get Started

            • Enable full-scale automation for corporate and enterprise needs

            • No-code user interface designer

            • No-code workflow designers

            Show more +

          • Unlimited

            Custom

            /user/month

            Get Started

            • Access the full platform, all CRM products, and AI with no per-user limits

          Pricing Page

          Planhat pricing
          Agentforce Sales (formerly Salesforce Sales Cloud) pricing
          		Bigin by Zoho CRM pricingCreatio CRM pricing
          View detailed pricing
          View detailed pricing
          View detailed pricing
          View detailed pricing

          Other Details

          Organization Types supported

          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals
          • Large Enterprises
          • Medium Business
          • Small Business
          • Freelancers
          • Individuals

          Platforms Supported

          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)
          • Browser Based (Cloud)
          • Mobile - Android
          • Mobile - iOS
          • Installed - Windows
          • Installed - Mac
          • Browser Based (Cloud)

          Modes of support

          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online
          • 24/7 (Live rep)
          • Business Hours
          • Online

          API Support

          • Available
          • Available
          • Available
          • Available
          Get help choosing
          Get help choosing
          Visit Website
          Visit Website

          Security & Compliance

          Certifications, data handling, and security controls for IT and compliance evaluators.

          SOC 2

          ✓ Yes
          ✓ Yes

          HIPAA

          ✗ No
          ✓ Yes

          GDPR

          ✓ Yes
          ✓ Yes

          ISO 27001

          ✗ No
          ✓ Yes

          Single Sign-On (SSO)

          ✓ Yes
          ✓ Yes

          Multi-Factor Auth (MFA)

          ✓ Yes
          ✓ Yes

          Data Encryption

          ✓ Yes
          ✓ Yes

          Audit Logs

          ✓ Yes
          ✓ Yes

          Data Residency

          🌐 Global
          🌐 Global

          Planhat vs Agentforce Sales (formerly Salesforce Sales Cloud) vs Bigin by Zoho CRM User Reviews & Rating Comparison

          User Ratings

          4.66

          (based on 335 reviews)

          4.55

          (based on 646 reviews)

          4.6

          (based on 243 reviews)

          No reviews available for the product

          Rating Distribution

          315

          65

          2

          3

          2

          378

          143

          30

          4

          7

          204

          66

          7

          1

          1

          No reviews available for this product

          Spotsaas Editor’s POV generated by AI

          Buyer sentiment

          Buyers generally express high satisfaction with Planhat’s customer success features and automation capabilities.

          What buyers like

          • Effective customer performance tracking
          • Automation of outreach communications
          • Insightful reporting and analytics

          Common complaints

          • Lack of pricing transparency
          • Complexity of initial setup

          Buyer sentiment

          Overall positive sentiment highlights Salesforce's customization, analytics, and integration strengths, tempered by concerns about cost and complexity.

          What buyers like

          • Customizability
          • Analytics and reporting
          • Integration capabilities

          Common complaints

          • High cost
          • Steep learning curve

          Buyer sentiment

          Buyer sentiment is very strong across 279 reviews, with consistently positive feedback.

          What buyers like

          • Simple design with a short learning curve — accessible for non-technical users.
          • Pricing targets startups and small businesses with core CRM features at low cost.
          • Pipeline management and workflow automation reduce manual steps in sales processes.

          Common complaints

          • Limited integrations with social media apps and LinkedIn or Facebook ad platforms.
          • Lacks advanced features needed by larger enterprises or complex workflows.
          • Customer support availability is inconsistent, affecting issue resolution during critical moments.

          What buyers like

          • Handles large datasets, complex hierarchies, and multi-department workflows as organizations grow.
          • Supports complex process automation, triggers, and AI-driven insights for more controlled and efficient operations.
          • Combines sales, marketing, service, and operations in one system, reducing tool fragmentation across teams.

          Common complaints

          • Initial implementation often needs careful planning to fully align processes with business requirements.
          • Advanced workflow design and configuration may require time and training for new users.

          Pros and Cons

          • Comprehensive customer performance tracking

          • Automated multi-channel communication (email, SMS, push notifications)

          • Detailed reporting and analytics to improve customer loyalty

          • Pricing is not publicly available, requiring sales contact

          • Potentially complex setup for smaller teams

          • Highly customizable platform tailored to specific industry needs

          • Robust reporting and analytics for data-driven decision-making

          • Extensive integration capabilities with third-party apps and APIs

          • Expensive licensing and additional feature costs

          • Steep learning curve for new or non-technical users

          • Real-time updates keep teams informed.

          • Integration with email and calendar enhances productivity.

          • User-friendly interface simplifies navigation.

          • Customization options may not meet all needs.

          • New users may find the interface complex.

          • Handles large datasets, complex hierarchies, and multi-department workflows as organizations grow.

          • Supports complex process automation, triggers, and AI-driven insights for more controlled and efficient operations.

          • Combines sales, marketing, service, and operations in one system, reducing tool fragmentation across teams.

          • Initial implementation often needs careful planning to fully align processes with business requirements.

          • Advanced workflow design and configuration may require time and training for new users.

          Positive Reviews

          No reviews available for the product

          No reviews available for the product

          No reviews available for the product

          No reviews available for the product

          Read reviews
          Read reviews
          Read reviews

          Used Planhat, Agentforce Sales (formerly Salesforce Sales Cloud), Bigin by Zoho CRM, or Creatio CRM? Tell buyers what actually differs.

          Review PlanhatReview Agentforce Sales (formerly Salesforce Sales Cloud)Review Bigin by Zoho CRMReview Creatio CRM

          Integrations

          Integration with other apps

          No Integration information available.

          Xero
          Xero

          4.65

          (4199 reviews)
          Stripe Payments
          Stripe Payments

          4.69

          (237 reviews)
          Microsoft Teams
          Microsoft Teams

          4.8

          (1709 reviews)

          No Integration information available.

          Facebook Ads
          Facebook Ads
          Quickbooks
          Quickbooks
          Microsoft 365
          Microsoft 365

          List of Customers

          Customers

          Zenloop

          Zenloop

          Recruitee

          Recruitee

          Workato

          Workato

          BBVA

          BBVA

          Brunello Cucinelli

          Brunello Cucinelli

          Unilever

          Unilever

          Antech Microsystem Pvt.Ltd

          Antech Microsystem Pvt.Ltd

          Investacc

          Investacc

          Hire

          Hire

          Nasdaq

          Nasdaq

          Colgate-Palmolive

          Colgate-Palmolive

          ENT Credit Union

          ENT Credit Union

          Media and Screenshots

          Screenshots

          No screenshots available.

          Salesforce Adoption Dashboards

          3 Screenshots

          Videos

          video-0

          3 Videos

          video-0

          5 Videos

          Alternatives

          Alternatives

          Salesforce - CRM Software
          Agentforce Sales (formerly Salesforce Sales Cloud)

          4.55

          ChurnZero - Customer Success Software
          ChurnZero

          4.9

          ClientSuccess - Customer Success Software
          ClientSuccess

          4.79

          Bigin by Zoho CRM - CRM Software
          Bigin by Zoho CRM

          4.6

          Creatio
          Creatio CRM
          Hubspot Marketing Hub - Marketing Automation Software
          Hubspot Marketing Hub

          4.86

          Creatio
          Creatio CRM
          ClickUp - Collaboration Software
          ClickUp

          4.87

          Zoho CRM - CRM Software
          Zoho CRM

          4.14

          Bigin by Zoho CRM - CRM Software
          Bigin by Zoho CRM

          4.6

          Initiative CRM - CRM Software
          Initiative CRM
          Kylas - CRM Software
          Kylas

          4.83

          Expand your shortlist

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          Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

          Frequently asked questions

          Which is better, Planhat or Agentforce Sales (formerly Salesforce Sales Cloud)?
          Planhat edges out the other on user ratings (4.7 vs 4.5). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
          Do Planhat and Agentforce Sales (formerly Salesforce Sales Cloud) offer a free trial?
          Agentforce Sales (formerly Salesforce Sales Cloud) offers a free trial. Planhat does not.
          What is the starting price of Planhat vs Agentforce Sales (formerly Salesforce Sales Cloud)?
          Planhat starts at $1,150 /Month. Agentforce Sales (formerly Salesforce Sales Cloud) starts at $25 /user/month.
          What are the top alternatives to Planhat?
          Top alternatives to Planhat include Agentforce Sales (formerly Salesforce Sales Cloud), ChurnZero, ClientSuccess, Totango, Custify.
          What are the top alternatives to Agentforce Sales (formerly Salesforce Sales Cloud)?
          Top alternatives to Agentforce Sales (formerly Salesforce Sales Cloud) include Bigin by Zoho CRM, Creatio CRM, Hubspot Marketing Hub, Dynamics 365 Marketing, ClickUp.