Comparison

Clientia vs. Salesforce
One workspace,
not four subscriptions.

Replace the Salesforce stack — CRM, Billing, DocuSign, Experience Cloud — with one workspace that works on day one. No admin, no consultant, no per-seat licensing.

Try Clientia freeSee the comparison
No per-seat pricing·Built for professional services·14-day free trial
MN
Maison Noir
Atelier client · €18,400 /mo
active
ContractMSA · signed 24 Apr
Live
RetainerMonthly · day 1 · CPI-linked
Billing
Licenses14 / 20 seats · Q2 review due
Tracked
Portalmaison.firm-name.com
Branded
one workspace · one subscription · one source of truth
↳
replacesSalesforce CRM
↳
replacesSalesforce Billing
↳
replacesDocuSign
↳
replacesExperience Cloud
The difference

Why firms choose Clientia over Salesforce.

Salesforce gives you infinite configurability. Clientia gives you a workspace that already knows how professional service firms work — no consultant required.

Operational from day one

A typical Salesforce implementation for a professional service firm takes 3–6 months and a five-figure consulting engagement. Clientia ships with the workflows already in place — contracts, obligations, license seats, and retainers.

Total cost that doesn't surprise

Salesforce per-seat licensing, plus Salesforce Billing, plus DocuSign, plus Experience Cloud for client portals adds up fast. Clientia is one subscription that covers all of it.

Designed for the relationship, not the pipeline

Salesforce's data model is built around leads, opportunities, and accounts — a sales pipeline metaphor. Clientia is built around engagements, obligations, and trusted relationships that span years.

Feature comparison

What you get with Clientia.

Feature
Clientia
Salesforce
Contract lifecycle & e-signatureRequires DocuSign integration; no native clause library
Per-client license tracking
Native retainer & recurring billingRequires Salesforce Billing add-on at additional cost
Pricing by managed clients (not seats)
White-labeled client portalExperience Cloud available at additional per-user licensing cost
Obligation & renewal trackingPossible via custom objects; requires configuration
Tamper-evident audit trail
Data residency choice (EU / US)
Ready without an admin or consultant
Pricing

Add a person. Their bill grows.
Ours doesn't.

Salesforce charges per seat across CRM, billing, e-sign, and client portal — four separate line items. Clientia is one subscription that covers all of it, no admin required.

ClientiaSalesforce
3people
€39Studio
€450
7people
€119Atelier
€1,050
12people
€119Atelier
€1,800

Salesforce estimated at Sales Cloud Professional plus typical professional services add-ons (Billing, DocuSign, Experience Cloud). Clientia pricing shows the recommended plan tier.

See Clientia pricing
Common questions

Switching from Salesforce.

What firms ask before moving from Salesforce to Clientia — answered honestly, in plain language.

Is Clientia a Salesforce alternative for professional services?
Yes — purpose-built for the use case. Salesforce can be configured to handle professional services workflows, but it requires a dedicated administrator and a five-figure implementation. Clientia ships with contracts, retainers, license tracking, and a branded client portal already in place. A boutique firm is operational on day one, not month six.
What does Clientia replace from a typical Salesforce stack?
Clientia replaces Sales Cloud, Salesforce Billing, DocuSign integration, and Experience Cloud (for client portals) — four products with separate licensing and configuration — with one subscription that includes all of them.
Will we lose configurability by moving from Salesforce to Clientia?
Yes, deliberately. Salesforce's strength is unlimited customisation; its weakness is that every firm reinvents the wheel. Clientia is opinionated — the workflows for contracts, retainers, licenses, and obligations are already shaped for how professional service firms operate. Most firms find this is a feature, not a bug.
How does Clientia's pricing compare to Salesforce?
A 12-person professional services team on Salesforce Sales Cloud Professional plus Billing, DocuSign, and Experience Cloud typically pays €1,500–6,000+/month. Clientia Atelier at the same firm size is €119/month, with all modules included.
Ready to switch?

You shouldn't need a €50,000 implementation to track your retainers.
Start in minutes.

Clientia is built for boutique professional service firms — law firms, consultancies, agencies, and accountancy practices — that need a workspace as considered as the work they deliver. Your first contract, retainer, and client record can be live today.

Join the waitlistView pricing