Pegasus Agentic OS
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Sales and marketing · CRM

Salesforce

The enterprise CRM, endlessly customisable.

Vendor
Salesforce
Pricing model
Per user per month, usually on annual contracts.
Runs on
Vendor cloud (SaaS)
Agentic OS layer
Context
Industries
Any industry
Last reviewed
November 2026

Our verdict

The enterprise CRM standard, endlessly customisable, with Agentforce bringing agents onto your own data.

What it is

The most widely used enterprise CRM, with a deep platform for custom objects, automation and reporting, plus a large partner ecosystem.

Best for

Mid-market and enterprise teams with complex processes, territories and approval flows.

Not the right fit

Small teams without admin capacity, or anyone wanting a light set-up.

Key capabilities

Custom objects

Model any process.

Agentforce

Agents that act on CRM data.

Ecosystem

AppExchange and partners.

Security controls

Field-level access and Shield options.

Strengths

  • Handles complex data models and large teams
  • Mature reporting, permissions and automation
  • Huge ecosystem of apps and admins

Watch-outs

  • Needs skilled admins; poorly governed orgs decay fast
  • Licences and add-ons add up quickly

Pricing

Per user per month, usually on annual contracts.

Pricing summarised in October 2026 and not re-checked since. Vendors change plans often, so confirm current pricing with Salesforce before you budget.

Security and governance

The CRM is your system of record, so access control matters most. Use SSO and role-based permissions, review field-level access for sensitive data, turn on audit logging, and check data residency options for each region you operate in.

How we would roll it out

  1. Agree the data model firstObjects, required fields and owners before migration.
  2. Migrate clean, not everythingDeduplicate and archive before import.
  3. Connect agents through scoped API usersEach integration gets its own permissions and log.

Choosing between Salesforce and the alternatives?

Book a call. We look at your systems, data and governance together and tell you which platform fits, and what to build on it first.