Agencly vs Salesforce
Salesforce is the industry giant: and expensive. Agencly is the affordable alternative that gives you projects, invoices, time tracking, and a client portal without the per-seat pricing or vendor lock-in.
Agencly
$19
From $19/mo · proprietary license
Salesforce
$100+
Per seat / month
| Feature | Agencly | Salesforce |
|---|---|---|
| Pricing | From $19/mo (flat) | From $100-$220/user/month |
| Deployment | Managed cloud | Cloud only |
| Per-Seat Pricing | None | Yes |
| Data Ownership | 100% yours | On Salesforce servers |
| Client Portal | Built-in | Requires Experience Cloud add-on |
| Projects | Yes | Requires add-on |
| Invoicing | Built-in | Requires CPQ add-on |
| Time Tracking | Built-in | Requires add-on |
| Messaging | Built-in | Chatter (limited) |
| Meetings / Scheduling | Yes | Requires add-on |
| Analytics | Yes | Einstein Analytics add-on |
| Customization | Full (proprietary license) | Platform-dependent |
| Setup Time | <10 minutes | Weeks to months |
| Ideal For | Agencies and teams | Large enterprises |
Why switch from Salesforce to Agencly
Salesforce is built for enterprises with enterprise budgets. Agencly gives you the core CRM features SMBs actually need: at flat pricing from $19/mo and with full data ownership.
Affordable Flat Pricing
Agencly starts at $19/mo flat with no per-seat pricing. Salesforce publishes from $100 to $220 per user per month, so a 10-person team is roughly $12,000-$26,400 a year before add-ons.
Deployed, Your Data
Agencly is fully cloud-based: set up in minutes with nothing to maintain. Salesforce stores everything on their cloud: you're renting access to your own customer data.
No Per-Seat Pricing
Agencly charges a flat monthly rate per plan: team size is included, no per-seat fees. Salesforce charges per seat, so growing your team means growing your bill.
No Feature Gates
Every Agencly feature is available to everyone. Salesforce separates core capability into separately licensed products: quoting and invoicing sit in CPQ, AI analytics in Einstein, and the client portal in Experience Cloud, each priced on top of your base subscription.
Fast Setup
Deploy Agencly in under 10 minutes. Salesforce implementations typically take weeks to months and often require consultants.
All Essential Features Built In
Projects, invoices, time tracking, messaging, meetings, analytics, contracts, and client portal: all in one platform. No add-ons, no integrations to maintain.
Frequently asked questions
Is Agencly a cheaper alternative to Salesforce?
Yes, by a wide margin. Salesforce is priced per seat, and enterprise tiers reach into thousands per month. Agencly is a flat $19 to $99 per month for the entire team.
Can I migrate my Salesforce data to Agencly?
Contacts, accounts, opportunities, and related records can be brought across during onboarding. Salesforce custom objects, flows, and approval processes do not transfer, since Agencly is a focused agency workspace rather than a configurable platform.
Does Agencly replace Salesforce Sales Cloud?
For pipeline, deals, and client records, yes. If you depend on Salesforce's broader enterprise features, such as territory management, forecasting, or custom objects, keep Salesforce and use Agencly for delivery and billing.
Is Agencly as powerful as Salesforce?
No, and it is not trying to be. Salesforce is a platform you configure for months. Agencly is a working agency workspace on day one, covering the client lifecycle from pipeline through delivery, invoicing, and support.
Who should stay on Salesforce?
Stay on Salesforce if you are a large organisation with complex approval chains, custom data models, or multi-region revenue management. Agencly suits small and mid-sized agencies that want delivery and billing in one tool.
Is there a free trial?
Yes, 14 days with no credit card, plus a free demo workspace.
Still deciding? Read the full comparison or the general FAQ.