Choose 4Degrees If
- Relationships drive sourcing, origination, and deal execution
- You want a CRM your deal team can use without extensive configuration or administration
- You want relationship intelligence and AI included from the start
Salesforce vs. 4Degrees
Salesforce is the CRM many teams evaluate first. It is powerful, familiar, and highly configurable.
4Degrees is built specifically for relationship-driven deal teams that want relationship intelligence, deal workflows, and AI without having to build and administer a broader sales platform around them.
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| Capability | | Salesforce |
|---|---|---|
| Built For | Relationship-driven deal teams | Broad sales and enterprise CRM workflows |
| Relationship Intelligence | Purpose-built, firm-wide relationship intelligence for deal teams | Relationship capabilities available; core CRM remains transaction-oriented |
| People, Companies & Deals | Native relationship-driven workflows | Flexible account, contact, and opportunity model |
| Activity Capture | Automatic email and calendar capture | Available through Salesforce capabilities |
| Deal Workflows | Purpose-built for deal teams | Highly configurable |
| Administration | Designed for less ongoing CRM administration | Advanced configurations may require dedicated resources |
| AI | All AI included with no credits, tokens, usage fees, or usage limits | Broad AI capabilities that may depend on edition, add-ons, or consumption |
| Onboarding | Included with an assigned customer success manager | Depends on deployment and support package |
| Pricing & Ownership | One subscription includes CRM software, onboarding, assigned customer success, and all AI. Pricing is quoted based on team needs. | Enterprise: $175/user/mo Unlimited: $350/user/mo Agentforce 1 Sales: $550/user/moAdditional AI, relationship-intelligence, implementation, and administration costs may apply. |
For Salesforce, the per-seat price can be one component of what a deal team needs to run the platform.
Salesforce is primarily organized around accounts, contacts, opportunities, and transactions. It also offers relationship-intelligence capabilities.
4Degrees starts from a different place: the relationships that drive your deals.
See who knows whom, how strong the relationship is, what history exists across your firm, and where the best path into a company or opportunity may be.
Because relationship context stays connected to people, companies, and active deals, your team can:
Configurability is valuable, but someone has to configure and maintain it.
That becomes a problem when investment professionals work around the CRM, updates stop happening, and the system gradually becomes an archive rather than a source of current deal and relationship context.
4Degrees is designed to reduce that burden.
Spend less time adapting a general-purpose CRM to the way your team works.
Email, calendar activity, relationships, and deal context stay connected as your team works.
A CRM that stays current gives your team better information to search, analyze, and act on.
Salesforce has sophisticated AI across its platform. 4Degrees takes a different approach: AI is built directly into the workflows deal teams already use.
4Degrees uses AI to turn deal activity and unstructured information into reliable CRM data, surface relationship and pipeline context, and help teams move from answers to action without constant manual upkeep.
Every 4Degrees customer gets AI as part of the platform, with no AI credits, tokens, usage fees, or usage limits.
Whether you're evaluating Salesforce for the first time or considering a switch, 4Degrees gives your deal team relationship intelligence, deal workflows, automatic activity capture, and AI without first building a customized Salesforce environment.
Onboarding is included, along with an assigned customer success manager to help configure the system around your workflows.
Sometimes Salesforce is a company standard, shared across departments, or required by a parent organization.
You can still use 4Degrees.
The 4Degrees Salesforce integration lets your deal team add relationship intelligence and activate your firm's network while keeping Salesforce in place.
SalesforceTrusted by relationship-driven deal teams
Salesforce is a broad, highly configurable CRM. 4Degrees is a relationship-intelligence CRM built specifically for deal-driven teams.
Salesforce can be configured around many different workflows. 4Degrees starts with relationships, deals, pipelines, and the workflows these teams commonly need already built in.
Salesforce offers relationship-related capabilities, including Einstein Relationship Insights, but it is not a relationship-intelligence CRM purpose-built for deal-driven teams.
Salesforce's core CRM is organized primarily around accounts, contacts, leads, opportunities, and sales transactions. 4Degrees starts with firm-wide relationships and deal context, including relationship strength, warm introduction paths, interaction history, people moving between companies, and how those relationships connect to sourcing and active deals.
Yes. Salesforce has an extensive AI portfolio.
All 4Degrees AI capabilities are included for every customer with no AI credits, tokens, usage fees, or usage limits.
Yes. If your organization needs to keep Salesforce, 4Degrees can work alongside it to add relationship intelligence and help your deal team activate its network.
Yes. Onboarding is included with every subscription, along with an assigned customer success manager who helps configure 4Degrees around your team's workflows.
Bring us the Salesforce workflow your team uses today. See how 4Degrees handles relationships, deal tracking, activity capture, and AI with less to build and maintain.
Schedule a demo