Summarize a record and draft an email
The built-in AI reads a customer or deal record and gives you the essentials. It also prepares a draft email from what it finds there.
Salesforce is business software: the CRM where a company keeps its customers, its open deals, and its conversations. Agentforce is its AI side. Assistants summarize a record, draft an email, update a deal, or reply to leads on their own, using the company’s data.
Salesforce (Agentforce) has a free plan. The recommended plan to start with: Free Suite, €0. Prices checked on October 3, 2026 on the vendor’s official page.
Who it’s for: sales reps and customer service teams whose company already uses Salesforce, and very small teams that want to start with the free plan.
The built-in AI reads a customer or deal record and gives you the essentials. It also prepares a draft email from what it finds there.
Salesforce transcribes your video calls and produces a summary filed with the customer concerned. You no longer have to copy your notes into the record.
An agent reads your exchanges with the customer and updates the deal: the stage, the next steps, the notes. You choose between a mode where it suggests and a mode where it acts on its own.
Also
Prices published in euros, excl. tax. With €500 for 100,000 credits and 20 credits per action, one agent action comes to €0.10. Agentforce prices are on a separate page.
| Plan | Price | Who it’s for |
|---|---|---|
| Free Suite Recommended to start | €0 | One or two people getting started |
| Starter Suite | €25 per user per month | Small teams |
| Pro Suite | €100 per user per month, billed yearly | Structured sales teams |
| Core Edition | €195 per user per month, billed yearly | Midsize and large companies |
| Advanced Edition | €395 per user per month, billed yearly | Large companies |
| Max Edition | €550 per user per month, billed yearly | Large companies that want all the agents |
| Agentforce pay-as-you-go | Pay as you go | Companies adding agents to their plan |
The Free Suite plan is free with no end date, for two users at most. It includes contact, lead, and deal tracking, 100 emails per month, and the AI that summarizes a record and drafts an email. You need to log in at least once every 60 days to keep it.
If your company already has Salesforce, you have nothing to pay yourself: ask what is turned on. If you are starting from scratch with one or two people, begin with Free Suite. Move to Starter Suite when there are three of you or more. Agentforce agents are a company decision, not an individual purchase.
Your data. Salesforce commits that your data is not used to train its providers’ AI, and offers hosting in the European Union.
What it does less well
The prompt to copy
Summarize this record in five lines: where the deal stands, what the customer expects, what is blocking. Then write a short, friendly follow-up email that offers two call slots this week.
Easier to get started with, with a real free plan and a built-in assistant.
A lightweight CRM for small teams, with no rollout project.
A French vendor that combines CRM, quotes, and invoices.
Free Suite: €0; Starter Suite: €25 per user per month; Pro Suite: €100 per user per month, billed yearly; Core Edition: €195 per user per month, billed yearly; Advanced Edition: €395 per user per month, billed yearly. Prices checked on October 3, 2026 on the vendor’s official page.
Yes. The Free Suite plan is free with no end date, for two users at most. It includes contact, lead, and deal tracking, 100 emails per month, and the AI that summarizes a record and drafts an email. You need to log in at least once every 60 days to keep it.
Salesforce commits that your data is not used to train its providers’ AI, and offers hosting in the European Union.
HubSpot (Breeze): Easier to get started with, with a real free plan and a built-in assistant. Pipedrive: A lightweight CRM for small teams, with no rollout project. Sellsy: A French vendor that combines CRM, quotes, and invoices.
Page checked on October 3, 2026. Brands are named to identify the tools. No affiliation.