Comparison
MagnetCustomer vs Salesforce
Everything Salesforce offers, designed for the financial market
While Salesforce is a generic platform that requires extensive customization, Magnet Customer comes ready for investment offices with native BTG, XP and Safra integrations.
Native financial integrations
BTG Pactual (50+ APIs), XP and Safra natively integrated. With Salesforce, each integration requires custom development or middleware.
Ready to use in minutes
Onboarding in hours, not months. No need for certified Salesforce consultants to configure the basics.
5-10x lower cost
No hidden license fees, add-ons, implementation consultants and annual maintenance costs. Transparent per-user pricing.
Feature-by-feature comparison
Magnet Customer leads in <strong>11 features</strong>
Feature
Magnet Customer
Salesforce
Complete IRM (investors, portfolios, lifecycle)
Kanban acquisition pipeline
Integrated email with tracking
WhatsApp Business integrated
Paid add-on
Omnichannel contact center
Service Cloud (extra)
Multi-channel campaigns (email + WhatsApp)
Marketing Cloud (extra)
Process automations
Customizable dashboards
Native BTG Pactual integration
Native XP Investimentos integration
Native Safra integration
Automatic SLA management
Service Cloud (extra)
Customer Success (post-sale journeys)
Isolated multi-tenant
Complete API
100% Portuguese interface
Partial
Portuguese support
Partial
IRM specialized for the financial market