Same trial, two products
If you are looking at Salesforce for final expense telesales, the useful alternative is a CRM whose dialer, follow-up, and commission record are the same product. Salesforce is best known for enterprise customization with a required build-out. Its published price, checked September 22, 2026: Enterprise per-seat licensing, commonly quoted around $150+/seat once relevant clouds and add-ons are included; final pricing is quote-based. policydaddy Pro is $99 per month for the owner seat and $49 per month per additional seat, with calling and messaging billed separately.
Published by policydaddy. Salesforce information checked September 22, 2026. Offers may change. Not affiliated with or endorsed by Salesforce.
Public emphasis: enterprise customization with a required build-out. Published price: Enterprise per-seat licensing, commonly quoted around $150+/seat once relevant clouds and add-ons are included; final pricing is quote-based.
Source: Salesforce's official page.
Browser dialer, follow-up, quoting, and commissions on one contact. Pro is $99/month for the owner and $49/month per additional seat. Usage is separate. The 14-day trial starts at checkout, not when you create a free account.
Details: pricing.
The side-by-side table, including trial terms and what still needs a demo, is on the comparison page. This page does not score either product.
policydaddy is the alternative to weigh when the work is the next call, the callback, and the policy record in one CRM. Read the sourced comparison before you treat any other feature as included or missing.
As of September 22, 2026: Enterprise per-seat licensing, commonly quoted around $150+/seat once relevant clouds and add-ons are included; final pricing is quote-based. Confirm the current offer on their site. policydaddy publishes $99 per month for the owner and $49 per month per additional seat, plus usage.
Bring the same sample of leads and policies to both trials. Log one call, schedule one callback, and price the same headcount, numbers, and minutes. A headline monthly price is not the agency cost.
Start with a few leads and see how the calls, callbacks and policy records fit your agency.