Go Live on Agentforce in 7 Days
A fixed-scope, seven-day engagement to stand up a production-ready Salesforce Agentforce agent: account, contact, opportunity, and case automation with AI insights and built-in safeguards. Starter from $1,000, Professional from $2,000.
Complete Feature Breakdown
Everything you need for a modern, automated, and intelligent CRM experience.
Account Management (360° View)
Fully manage and understand your Accounts, from corporate clients to property owners, without switching screens.
Faster account insights and cleaner, more reliable data
- Retrieve Account details using Name or ID
- AI-generated summary of Account (quick understanding in seconds)
- View all open Opportunities linked to the Account
- Update key fields like Industry, Phone, Website
- Automatic validation (e.g., correct phone format before saving)
Contact Management (Quick & Simple)
Manage all Contacts linked to Accounts efficiently.
No duplicate effort, better contact organization
- Search all Contacts related to an Account
- Create new Contacts with required details
- Update Contact information (Title, Email, etc.)
Opportunity Management (Deal Visibility)
Track and manage deals with clarity and control, from listing pipelines to lead-to-booking funnels.
Better pipeline visibility and improved win rates
- View all Opportunities linked to an Account
- Update Opportunity Stage
- AI-generated deal summary with health insights and next steps
Case History Insights (Support Intelligence)
Understand customer and tenant issues and patterns instantly.
Faster issue resolution and proactive support
- Retrieve all Cases linked to an Account
- AI summary highlighting recurring issues and trends
Lead Conversion (Seamless Process)
Convert leads into actual business records without complexity.
Smooth transition from lead to customer
- Convert Lead into: Account, Contact, Person Account, or (optional) Opportunity
What Makes This Valuable
With this implementation, you are not just adding features. You are getting:
- Centralized data access
- AI-powered summaries (save time instantly)
- Reduced manual work through automation
- Better decision-making with insights
- Built-in governance and data protection
Built-In Safety & Control
Your data and processes are protected with strict rules (Guardrails):
- Account/Contact deletion requires manager approval
- Revenue data is visible only to authorized roles (Account Owner)
- Critical issues are automatically escalated to a human
- Opportunity cannot be marked Closed Won/Lost without confirmation
Result: Secure, compliant, and controlled automation
Pricing Plans
Simple, transparent pricing based on your business needs and level of automation.
Starter Plan
Best for small teams getting started with automation
What's included:
- Account Management (view, update, validation)
- Contact Management (search, create, update)
- Opportunity listing (basic visibility)
- Lead Conversion (standard)
- Standard guardrails (data protection rules)
Professional Plan
Best for growing businesses needing AI + automation
What's included:
- Everything in Starter, plus:
- AI Account Summaries
- AI Deal Summaries (opportunity insights & next steps)
- Case History Summarization
- Full Opportunity Management (stage updates with controls)
- Enhanced data validation & automation
Enterprise Plan
Best for organizations needing full control and customization
What's included:
- Everything in Professional, plus:
- Advanced customization (flows, Apex enhancements)
- Custom guardrails based on business rules
- Role-based data access enhancements
- Priority support
- Scalable architecture for large teams