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Salesforce Small Business
Grow fast with the #1 CRM for small businesses.
Overview
Salesforce for Small Business provides a suite of tools designed to help small and growing businesses find new customers, win their business, and keep them happy. It combines marketing, sales, service, and commerce functionalities into a single platform, powered by AI and automation to improve efficiency and provide a unified view of the customer.
✨ Key Features
- Lead, Account, Contact, and Opportunity Management
- Email Integration with Gmail or Outlook
- Task Management and Activity Feed
- Customizable Reports and Dashboards
- Case Management
- Knowledge Management
- Marketing Campaign Templates
- Process Automation with Flows
- Quote Creation and Management
🎯 Use Cases (4)
Managing customer relationships and sales pipelines.
Automating sales and marketing processes.
Providing customer support through a unified help desk.
Tracking customer interactions across multiple channels.
✅ Best For
- Centralizing customer data for a 360-degree view.
- Streamlining the lead-to-cash process.
- Improving sales forecasting accuracy.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses needing a very simple, non-customizable CRM.
- Teams with a very limited budget for add-ons and customizations.
💻 Platforms
Web
iOS
Android
🔌 Integrations
Gmail
Outlook
Slack
QuickBooks
Zapier
LinkedIn
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premier Success Plan tier)
🔒 Compliance & Security
✓ SOC 2
✓ HIPAA
✓ BAA Available
✓ GDPR
✓ ISO 27001
✓ SSO
✓ SOC 2
✓ ISO 27001
💰 Pricing
$25.00/mo
Free Tier Available
✓ 30-day free trial
Free tier: Up to 2 users. Includes lead, account, contact, and opportunity management, as well as service case management and simple email marketing.