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Salesforce Essentials
The #1 CRM reimagined for small business.
3,834 users
***G Suite customers get Salesforce Essentials for 3 months free.***

Salesforce Essentials makes it possible for every small business to tap into the power of the world’s #1 CRM platform, with apps for sales and service that are easy to use, set up, and maintain. In addition, small businesses don’t have to worry about outgrowing their CRM—they can upgrade quickly and easily.


* Automatically pull data from your email, calendar, spreadsheets, multiple support channels, and more to get a single, 360-degree view of every customer and your whole business.
* Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. And become an Essentials pro with our easy in-app tutorials.
* Trailhead is the fun way to learn all about CRM, sales, service, or any other topic — from easy overviews to in-depth, nitty-gritty details.


* Easily follow up on leads, identify key contacts, and more. See an easy, customizable view of all your sales details in Lightning, the latest version of Salesforce.
* Track emails, calls, and meetings automatically with Einstein Activity Capture. Collect and sync key info right from your inbox.
* With Salesforce, speed, intelligence, and personalization doesn’t stop at the desktop. Access and update your data anytime with the Salesforce mobile app.


* Collect and organize all your support channels into a single view of your cases that’s available from anywhere on any device.
* Automate repetitive tasks, route each question to the right agent, and allocate work based on individual availability and expertise.
* See all your customer details and critical apps on one screen. And because Service Cloud Essentials is built on the Salesforce Platform, sales and service effortlessly stay informed and connected.


* Get tools, like esignatures and customer surveys, to boost team productivity and companywide growth. Find apps built specifically for small businesses on AppExchange, the world’s largest business app marketplace.
* Create custom lists and views to track what’s important to you. And save a view and see it anytime.
* Find, win, and keep customers. Connect and integrate all your business data. And get automatic product updates three times a year.
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