Move your team from Instantly to Salesforge.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Salesforge — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Instantly is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both products offer an AI agent that handles prospect engagement autonomously, but they sit at different points in the funnel. Instantly's AI Reply Agent focuses on handling inbound replies from ongoing campaigns — it reads objections, books meetings via calendar links, and updates the CRM in human-in-the-loop or autopilot mode. Salesforge's Agent Frank is a full-funnel autonomous SDR that sources prospects from a 500M+ database, writes initial outreach, and manages follow-up sequences. Migrating from Instantly to Salesforge: export open reply threads from Instantly's master inbox (CSV or manual notes), configure Agent Frank in co-pilot mode first so you can review its reply handling before enabling auto-pilot; map objection-handling templates from Instantly's AI instructions into Frank's persona and playbook settings. Migrating from Salesforge to Instantly: set up Instantly campaigns to replace Frank's outreach sequences, then enable the AI Reply Agent on Scale bundle to cover reply handling.
- Warning: Agent Frank costs $499/month billed quarterly as a standalone plan — significantly higher than Instantly's AI Reply Agent which is included on Scale bundle ($175-194/mo); the price difference is material when evaluating a switch.
- Warning: Instantly's AI Reply Agent operates only on inbound replies to existing Instantly campaigns; Agent Frank runs the full SDR loop including prospect sourcing, so the functional scope is broader but the tools are not fully interchangeable.
- Warning: Agent Frank delivers approximately 2,000 contacts/month; Instantly's AI Reply Agent does not source new leads — so teams moving from Frank to Instantly must separately maintain a lead generation workflow using Instantly's Lead Finder or a third-party source.
Instantly ships a native CRM with pipeline stages, deal tracking, and AI prospect insights built into the platform — contacts flow from Lead Finder and campaigns into the CRM without CSV exports. Salesforge does not include a native CRM; instead it integrates with external CRMs (HubSpot, Salesforce, Pipedrive, GoHighLevel, Attio, Breakcold, folk) via native connectors and with 3,000+ apps via Zapier and Make. Migrating from Instantly to Salesforge: export Instantly CRM contacts and deal-stage data as CSV (Settings > Export), import contacts into your chosen external CRM (e.g. HubSpot), then connect that CRM to Salesforge via the native integration; map Instantly pipeline stages to CRM deal stages manually. Migrating from Salesforge to Instantly: verify that your existing CRM connects to Instantly (it supports native integrations with major CRMs); after connecting, import or sync contacts into Instantly's CRM and recreate pipeline stage logic there. API access in Salesforge requires the Growth plan.
- Warning: Instantly's CRM is fully native and zero-cost-to-add — all contacts, pipeline stages, and deal history live inside Instantly without a separate subscription; Salesforge requires a paid external CRM seat for equivalent deal-tracking functionality.
- Warning: Instantly CRM does not export to a standard interchange format like Salesforce or HubSpot out of the box; verify the exact export fields available before migrating deal history to avoid data loss on custom fields.
- Warning: Salesforge's API and advanced integrations (REST API, webhooks, Zapier) require the Growth plan; teams on Salesforge Pro cannot automate CRM sync programmatically and must rely on the Zapier free tier or manual CSV imports.
Both platforms offer automated email warmup included in paid plans with no per-mailbox cap. To migrate warmup from Instantly to Salesforge: pause warmup in Instantly's dashboard for each mailbox first (abrupt disconnection can dip sender scores), then connect the same mailboxes to Salesforge's Warmforge integration — Salesforge shows a per-mailbox heat score so you can verify warmup progress before enabling live campaigns. Moving the other way, disconnect from Salesforge Warmforge and reconnect in Instantly's warmup settings. Allow 2–4 weeks of overlap warmup on the new platform before cutting over campaign sends to protect sender reputation. Both tools support Google Workspace and Microsoft 365 mailboxes.
- Warning: Instantly's highest tiers (Lightspeed, Agency) include SISR — a private deliverability network for high-volume senders — which has no equivalent in Salesforge's warmup stack; senders relying on SISR may see inbox-rate differences after migration.
- Warning: Salesforge surfaces a per-mailbox 'heat score' in the UI for real-time visibility; Instantly's deliverability analytics are aggregated at the campaign level rather than per mailbox, so the monitoring workflow differs after switching.
- Warning: Warmup history does not transfer between platforms — starting fresh on the destination side means the warmup ramp begins from day one, increasing the risk of deliverability dips if campaigns go live too quickly.
Instantly provides a self-serve B2B Lead Finder with 450M contacts (160M verified) that reps query directly using filters such as tech stack, headcount, revenue, and lookalike targeting; leads are exported into campaigns via credits. Salesforge's equivalent lead sourcing is embedded inside Agent Frank, which autonomously queries a 500M+ contact database and delivers approximately 2,000 net-new contacts per month into sequences without manual filter configuration. Migrating from Instantly to Salesforge: export your current prospect lists from Instantly Lead Finder as CSV and import them into Salesforge sequences to avoid duplicate outreach on warm prospects; then configure Agent Frank's persona and ICP so its autonomous sourcing targets the same segment going forward. Migrating from Salesforge to Instantly: take the ICP attributes Agent Frank was configured with (industry, role, company size) and replicate them as Lead Finder filter presets in Instantly; purchase a Credits plan (from $47/mo) to export leads into campaigns.
- Warning: Agent Frank's lead sourcing is bundled into an autonomous agent at $499/month — there is no self-serve database query mode in Salesforge equivalent to Instantly's manual Lead Finder; teams wanting ad-hoc list pulls will need to use a separate enrichment tool alongside Salesforge.
- Warning: Instantly credits are consumed per export (1,500/mo on Starter bundle, 5,000/mo on Scale, 10,000/mo on Agency); if current usage is near the monthly credit cap, verify that Agent Frank's 2,000 contacts/month cap covers the same prospecting volume before switching.
- Warning: Instantly Lead Finder supports lookalike targeting based on existing customers; Agent Frank's sourcing is ICP-driven by persona configuration, which is less flexible for lookalike-style targeting without manual ICP tuning.
Both tools let reps build multi-step outreach sequences with automated follow-ups, but they differ in channel mix and copy generation. In Instantly, sequences live in the Campaigns tab and are email-only by default, with the AI Copilot generating copy and leads in one shot; export your sequence steps as text/CSV before migrating. In Salesforge, sequences are built in the Sequences dashboard with conditional branching across email and LinkedIn steps — paste your Instantly copy into the first email step, then add LinkedIn touchpoints where appropriate. Map your Instantly campaign tags to Salesforge sequence stages. Note that Salesforge's Growth plan is required to unlock A/B testing and multi-language copy that mirror Instantly's Scale-tier equivalent. Contacts can be imported via CSV into either platform.
- Warning: Instantly includes unlimited email accounts on all outreach plans; Salesforge also allows unlimited mailboxes but LinkedIn sender slots are capped at 1 on Pro (unlimited on Growth), so LinkedIn steps require a Growth subscription.
- Warning: Instantly's AI Copilot generates full campaigns end-to-end in one click; Salesforge's AI personalization is credit-based (100 credits/month on Pro, 1,000 on Growth), so high-volume personalization requires the Growth plan or extra credits.
- Warning: Instantly enforces monthly send caps (e.g. 5,000 on Starter, 100,000 on Scale); Salesforge does not publish per-plan send caps in the same way, so verify limits with the Salesforge team before migrating high-volume campaigns.
Both platforms consolidate inbound replies from all connected mailboxes into a single inbox view, so the day-to-day triage workflow is similar. In Instantly the master inbox lives in the CRM section and surfaces email threads, call logs, and SMS alongside follow-up tasks; reps manage all channels from one screen. In Salesforge, Primebox aggregates replies from unlimited email accounts and all LinkedIn senders, with sentiment analysis on every incoming message (Pro and above) and AI-suggested smart replies on Growth and above. To migrate: no data migration is needed for future replies — once campaigns are moved to the new platform, replies route into the new inbox automatically. For historical threads, export Instantly's inbox threads via CSV (Settings > Export) and save them as a reference archive; Salesforge Primebox does not import historical email threads. Re-configure any task or follow-up reminders on the destination side.
- Warning: Instantly's master inbox includes built-in browser-based calling and SMS alongside email; Salesforge Primebox covers email and LinkedIn replies only — there is no native calling or SMS channel in Salesforge's inbox.
- Warning: Instantly provides AI-suggested replies (via the AI Reply Agent) only on Scale bundle and above; Salesforge's Primebox AI smart replies are available from the Growth plan, so the plan required to unlock AI reply suggestions differs between platforms.
- Warning: Instantly offers unlimited team seats under one subscription; Salesforge pricing is per seat and per plan tier, so inbox access costs scale with team size on Salesforge.