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CRM software for SMEs

4.0 (2 reviews)

With Salesforce Essentials, get all the basic functionality you need to manage your leads, customers, and transactions. No more, no less. It's a simple, comprehensive CRM tool designed for small businesses that don't have time to delve into complex sales software configuration.

General information about Salesforce

Salesforce Essentials brings a powerful, efficient tool at your fingertips, designed especially to cater to the needs of small businesses. It acts as a comprehensive solution to track and manage significant relationships with leads and customers. Imagine having all your essential data centralized in one place, instantly ready for access with just a few clicks. It essentially acts as a command center for your company's key operations.

This streamlined software not merely organizes data but also enables you to visualize your sales pipeline. It offers an insightful perspective on your sales performance that translates data into meaningful information. By consolidating all these features, Salesforce Essentials serves as an operational dashboard that keeps you updated with real-time, crucial insights.

Moreover, it plays a pivotal role in managing your customer relationships. It simplifies communication and ensures a consistent experience across all touchpoints. It allows you to be more than 'in sync' with your customers, facilitating a strong bond between your business and its clients.

Turn to Secret today to find deals on the best SaaS just like Salesforce Essentials, and let us help propel your business towards unbounded growth.

See alternatives to Salesforce like Slack or HubSpot.
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Secret's take about Salesforce

A reliable CRM system is like a personal assistant for your business except it never takes breaks ⏲️ never asks for a raise 💰 and definitely won’t steal your lunch from the breakroom fridge 🥪

What is Salesforce?

Salesforce Essentials is a customer relationship management (CRM) solution specifically designed for small businesses 👏 The platform offers a range of features for you and your teams to manage relationships effectively and make them long lasting, including contact management, lead tracking, opportunity management, email integration, sales forecasting, and customer support ticketing. You can centralize all your customer data and streamline your sales and support processes while also enhancing the collaboration within your teams. Simplify the lives of your salespeople with an uncomplicated, easy-to-use software and watch your customer loyalty soar! 🚀

Our opinion about Salesforce:

Salesforce Essentials is a valuable CRM solution for startups and small businesses 👌 The robust set of features offered helps you effectively manage your customer relationships and sales operations, expanding with your company as your needs grow 📈 Your customer data is centralized in one single location, giving you a unified view of your customer interactions and helping you provide personalized experiences so your customers stay satisfied. Salesforce Essentials’s platform can be integrated with your favorite tools to faciliate your CRM even further, like Sendinblue, Webflow, and Dropbox Sign 👀

Salesforce Pricing:

Salesforce Essentials has 4 pricing plans available for you to choose from, depending on your specific CRM needs. The popular Enterprise plan offers you a free trial to see if it’s a good fit for you and your team! 😮

- More details about Salesforce's pricings
Best Salesforce alternatives:

Top alternatives to Salesforce Essentials’s CRM solution include HubSpot, Zendesk, Zoho CRM and Pipedrive. Discover great deals for these tools and more on Secret to start saving! 🤩

- More alternatives to Salesforce
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Mary O'Brien

Customer Success Manager

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What is Salesforce used for?

Salesforce Essentials is a game-changer for small businesses, providing a one-stop solution for managing customer relationships and tracking sales performance. It centralizes all your crucial data, making it readily accessible. For instance, you can instantly pull up a client's purchase history or communication records. It also offers a visual representation of your sales pipeline, helping you identify bottlenecks and opportunities. Moreover, it ensures consistent customer experience by streamlining communication across all touchpoints. Imagine being able to respond to a customer query via email, phone, or social media from the same platform. Salesforce Essentials is like having a personal assistant that keeps you updated with real-time insights for informed decision-making.

Salesforce pricing



/ user / month

Account, contact, lead & opportunity management

Email integration with Gmail or Outlook

Customizable sales process

Reports & dashboards



/ user / month

Pipeline & forecast management

Lead registration

3 campaigns per opportunity

1 custom app per organization



/ user / month

5 campaigns per opportunity

Sales teams

Custom opportunity fields in forecasting

Opportunity scoring



/ user / month

Sales engagement & insights

5 campaigns per opportunity

Predictive forecasting

Lead scoring

Salesforce features

  • Email templates

    Save time and increase productivity with pre-built email templates for common business scenarios, such as welcome emails, follow-ups, and meeting confirmations.

  • Lead and opportunity management

    Stay on top of your sales pipeline with lead and opportunity management tools that help you track progress, assign tasks, and prioritize deals based on their potential value.

  • Transaction tracking

    Manage all stages of your sales pipeline. See at a glance the progress of each deal against your revenue targets.

  • Integrations

    To help you manage everything from within your CRM, Salesforce integrates with DocuSign, Hello Sign, Dropbox, Zapier, Active Campaign, amongst others.

  • Mobile app

    Access your Salesforce Essentials account on-the-go with the mobile app, which allows you to manage your contacts, deals, and tasks from your phone or tablet.

  • Contact management

    Centralize all important contact and account information in a few clicks (and automatically synchronize your contacts from your email inbox).

  • Customer service

    Easily manage customer feedback and questions with a ticketing and queuing system. With the knowledge base and the different communication channels (chat, phone, email, social channels, etc.), bring the right answers in record time to your customers.

  • Reporting & Analytics

    With pre-built and customizable dashboards and reports, track sales progress against your objectives. You can transform these reports into graphs for better visualization of your results.

2 Salesforce reviews

4.0 (2 reviews)
  • Frank C

    Salesforce Essentials: A Game-Changer for Career Progression

    Salesforce Essentials has been a game-changer in my career, paving the way for my early retirement decision. It's a comprehensive platform that encourages meticulous data input, ensuring no detail is overlooked. The management's focus on closing tickets has instilled a sense of accomplishment in me, as it highlights the progress of our work. The platform's requirement for detailed fields, even for simple tasks, has been a boon, promoting thoroughness and precision. I'm thrilled to have had the opportunity to work with such a robust platform.

    April 15, 2024

  • Forrest

    Effortless User Experience

    Overall, I find Salesforce Essentials to be an excellent product. As a grant manager, I use it to document all my interactions with funders and potential funders. It's the simplest product I've used in my ten years of experience. I value its function as a CRM, despite it being designed for a slightly different purpose. As a grant writer, I can record every interaction with a funder, including the proposal and any other documentation we've received. It's easy to trace the entire history with an organization, which helps me keep everything in one place. However, I wish the task tracking was set up differently, or at least customizable. I use task tracking to record every interaction I have with a funder, but it doesn't perfectly fit for that. For instance, I want to note that I emailed them and I have to select a "due date", even though there isn't one. I just put today's date, but I wish I could customize it.

    April 13, 2024

More Salesforce's reviews

Salesforce: Pros & Cons


  • Comprehensive CRM functionality: Salesforce Essentials provides comprehensive features, including contact management, opportunity tracking, and sales forecasting
  • Scalability and customization: The platform is designed to scale with businesses as they grow, with customization options for specific requirements
  • Integration capabilities: Salesforce Essentials integrates with a wide range of SaaS tools, like CRMs, help desks, and marketing automation


  • Higher cost for advanced features: Salesforce Essentials’s advanced features may be available only in higher-tier plans which are more expensive
  • Complexity for small businesses: The CRM may be more complex that what is necessary for SMBs
  • Learning curve for setup and configuration: Setting up and configuring the software may require some technical expertise or training

Why is Salesforce better than other CRM software?

Salesforce has more features than HubSpot: 84 vs 62

Salesforce is a better solution based on percentage of positive reviews than Zoho: 86 vs 85

Salesforce is more versatile than AppSheet: 84 vs 54

Salesforce has more options than noCRM: 84 vs 62

Salesforce has more positive reviews than Freshworks: 86 vs 85

Salesforce has more features than Freshworks: 84 vs 52

Salesforce has better positive reviews than Freshchat: 86 vs 79

Salesforce has more options than Freshchat: 84 vs 79

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