Instantly vs Salesforce

No-code builder that turns a plain-language description into sales workflows that fire on buying signals such as an email open, a pricing-page visit or a job change, with AI choosing each lead's next action across HubSpot, Slack, LinkedIn, Clay and Sheets.

Instantly CRM analyzes sales leads to support personalized outreach.

SuperSearch searches and enriches sales leads and provides AI email writing.

Agent that answers interested prospects' replies to cold-email campaigns within five minutes in the sender's configured tone, handles objections, shares a booking link and logs the outcome to the CRM, either autonomously or with each reply approved first.

Chat assistant inside Instantly that remembers a business's offers and target groups, writes full email sequences, builds lead lists, summarises campaign performance and runs recurring tasks such as daily campaign creation.

AI sales agent inside Instantly's cold-email platform that builds a prospect list from a company's website and ICP, writes personalised outreach, runs follow-up sequences and books meetings.

Agent that watches a chosen cold-email campaign's active lead count and, when it falls below a set minimum, finds prospects matching a described audience and adds them so the campaign keeps sending.

AI shopping agent embedded in Commerce Cloud that speeds product discovery with visual product search, pulling the product catalog directly into a chat interface.

Marketing AI agents that plan campaigns, create and adapt content per channel and identify audiences, sold as the product formerly called Marketing Cloud.

Product-to-cash suite (branded Revenue Cloud on its own page, 'Agentforce Revenue Management' in Salesforce's own FAQ) with agents embedded in quoting, contracts, billing and collections workflows; sold as a paid add-on to a Sales Cloud subscription.

Sales AI agents that prospect, manage opportunities and give sellers pipeline visibility across the deal cycle, sold as the product formerly called Sales Cloud.

Customer-service AI agents that resolve questions autonomously, deflect cases to digital channels and give human reps context, sold as the product formerly called Service Cloud.

Plugin that brings Salesforce sales data and 37 prebuilt seller skills into Anthropic's Claude, answering deal questions and updating records under the user's existing Salesforce permissions.

Visual analytics that turns business data into dashboards and answers, with natural-language questions and agent-monitored metrics.

Agentic analytics product built on the Salesforce Platform and Data 360, where users ask questions of their data in plain language through Tableau Agent, receive proactive alerts when a metric moves and build governed semantic models, licensed per user as Consumer or Creator.

AI teammate that searches 300+ enterprise sources, surfaces proactive insights and triggers workflows/agents across Salesforce, Slack, Microsoft Teams, Claude, ChatGPT and mobile; the single entry point to every agent a team creates within Agentforce.

Voice AI agent that takes customer-service calls and other spoken conversations, using CRM data to answer and act, and transfers a complex call to a human with the full conversation history; built in Agentforce Builder and deployed on phone, website click-to-talk, mobile apps and WhatsApp voice messages.

Customer-facing help agent that resolves service issues on its own across voice, web, portals, SMS and WhatsApp, triggers actions such as scheduling appointments or managing orders, and escalates to a human with full customer context; billed per resolved issue.

Long-running outbound sales agent that turns a revenue goal into a plan, then researches and prioritises prospects, drafts and sends outreach with rep approval, progresses opportunities in Salesforce and prepares proposals and forecasts over weeks and months.

Back-office agent for B2C Commerce merchandisers that sets sorting rules, boosts or buries products and categorises the catalog from plain-language instructions in Business Manager; on B2B stores it can also create products and manage buyer accounts.

Employee-facing agent that resolves IT and HR requests, from simple service-catalog items to multi-step incidents, in Slack, Teams, portals and chat, orchestrating specialised subagents behind the scenes.