CortexaOS vs Salesforce
Salesforce is the most powerful CRM on the market — and the most complex. CortexaOS gives growing businesses 90% of Salesforce's CRM value, plus a full AI executive team, for a fraction of the cost and zero implementation headaches.
Salesforce (typical)
$165–$330/user/mo
Your full stack with Salesforce
$2,000–$8,000/mo
CortexaOS — full platform
from $149/mo
Where Salesforce genuinely wins
We believe in honest comparisons. Salesforce is good software — here is where it has a real advantage.
Where CortexaOS wins
Feature-by-feature comparison
| Feature | CortexaOS | Salesforce |
|---|---|---|
| CRM (Contacts, Accounts, Opportunities) | ||
| Pipeline management | ||
| Revenue forecasting | ||
| AI lead scoring | Einstein — expensive add-on | |
| No implementation required | Typical: 3–6 months + $50k+ | |
| AI executive specialists (CMO, CFO, COO…) | 154 specialists included | |
| Financial management (CFO, invoices, expenses) | ||
| HR & people management | ||
| Marketing automation | Requires Marketing Cloud add-on | |
| Industry vertical tools (35 verticals) | Industry Clouds — high cost | |
| AI Boardroom | ||
| Company Brain (contextual memory) | ||
| Runs without an admin | ||
| Transparent pricing | Requires sales call and negotiation | |
| Starting price | $149/mo all-in | $165/user/mo (Enterprise) |
→Switch to CortexaOS if…
✓Stay with Salesforce if…
You're not just replacing Salesforce.
You're changing how your business operates.
Every comparison focuses on the overlap. But CortexaOS does things no point solution can — and two of them pay for the entire platform by themselves.
AI Receptionist
Worth the fee alone
Answers every call. Qualifies every lead. Books every appointment — 24/7, even when your team is offline. Never misses a caller, never puts anyone on hold, never has a bad day.
The math
Average client value: $2,000. Missed calls per month: 5. Revenue at risk: $10,000/mo. One recovered client = 5 months of CortexaOS paid.
AI Follow-Up Agent
Worth the fee alone
78% of sales go to the first business that responds. The average SMB takes 47 hours to follow up. Your Follow-Up Agent responds in minutes and nurtures every lead until they convert or opt out.
The math
20 leads/month. 30% going cold from slow follow-up. Agent recovers 6. At any average deal size, that's a 10–50x return on your subscription.
And that's before you count the rest of the platform
154 AI Specialists
CFO, CMO, COO, Legal Counsel, Call Coach, and 149 more. Every business function, every question, instantly.
94 Built-in Apps
CRM, invoicing, contracts, HR, support, project management — your entire stack replaced, not supplemented.
Company Brain
A living AI memory that learns your business. Every specialist gets smarter about your specific context over time.
AI Boardroom
Quarterly strategy session with your full AI C-suite making multi-specialist decisions on your biggest challenges.
19 Industry Verticals
Deep specialization for your exact trade or profession — not generic tools retrofitted to your industry.
AI Agents
End-to-end workflow automation that executes real work — not just triggers that remind you to do it yourself.
This isn't a better version of Salesforce.
It's a different category entirely.
Experience the full platform — freeCommon questions about switching from Salesforce
Is CortexaOS as powerful as Salesforce for CRM?
For 95% of SMBs, yes. CortexaOS includes the full CRM stack — contacts, accounts, deals, pipeline, sequences, call coaching, and AI scoring — without the implementation cost or admin overhead. Where Salesforce wins is complex enterprise customization (territories, approval chains, custom objects). If you need that level, stay with Salesforce. If you don't, you're overpaying.
How long does it take to migrate from Salesforce to CortexaOS?
Typically 1–5 business days for most SMBs. We export contacts, accounts, and deals from Salesforce via standard export, import into CortexaOS, and rebuild active sequences. Our consulting team handles full migrations for Operator and Team plan customers.
Does CortexaOS have the reporting Salesforce has?
CortexaOS includes ROI Analytics, CRM Analytics, Daily AI Briefing, and revenue forecasting — sufficient for most SMB reporting needs. Salesforce's Einstein Analytics is deeper for complex multi-org enterprise reporting. If you have a dedicated RevOps or BI team building custom Salesforce reports, some of that capability stays with Salesforce. If you're one person trying to understand your business — CortexaOS's AI gives you better answers faster.
Ready to see the difference?
14-day free trial. No credit card. Full platform access from day one.