Salesforce Essentials
NOAWARDS
YET
Pricing:
Starting from $25
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 360-Degree Customer View
- Account Management
- Activity Feed
- Activity Tracking
- AppExchange Marketplace
- Case Auto-Assignment
- Case Escalation Rules and Queues
- Collaboration Tools
- Contact Management
- Custom Profile
- Einstein Activity Capture
- Email Optimization
- Lead Contact Account Management
- Lightning App Builder
- Opportunity Management
- Page Layout
- Reports and Dashboards
- Salesforce Mobile App
- Setup Assistant
- Trailhead
- Task Management
Pricing Info
Pricing Info
Salesforce Essentials is packaged as one small business plan that integrates the lower-tier CRM and service features of Salesforce Cloud and Salesforce Service in one solution. The plan enables small businesses to leverage the Salesforce architecture for their sales, marketing and customer service needs.
Salesforce Essentials – $25/user/month (annual; $30 if monthly)
- Up to 10 users
- Guided onboarding and setup
- Automatically track emails & meetings
- Manage leads, opportunities, & accounts
- Create custom dashboards & reports
- Deliver social and email support
- Save time with customer self-service
Integrations
Integrations
Salesforce Essentials connects with a wide array of business apps with AppExchange, such as:
- G Suite
- GetFeedback
- Dropbox
- HelloSign
- MailChimp
- Xactly
- Nicereply
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce Essentials is a CRM platform that combines sales and customer service tools in one place. You can manage leads, sales opportunities, and accounts. It also includes support functionalities for various channels such as phone, chat, email, and social platforms. You can even automatically track meetings and emails.
Company Email
Contact No.
Company's Address
The Landmark at One Market, Suite 300,
San Francisco, CA, 94105
USA
Salesforce Essentials Comparisons
Popular Salesforce Essentials Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Invoicing
- Billing
- Accounting
- Inventory Tracking & Management
- Payroll & Tax Management
- Transaction Data Sharing
- Mobile Apps
- Financial Reports
Pricing Info
ProfitBooks offers a limited but free forever plan suited for startups and an enterprise pricing package suited for growing businesses.
Startup – Free
- Single User
- Up to 50 Invoices per month
- Unlimited Products
- Unlimited Customer
- Unlimited Suppliers
- Unlimited Sales Orders
- Online Payments
- Multiple Currencies
- Inventory Management
- Payables & Receivables Tracking
- Tax Management
- 40+ Financial Reports
SMB – $15/month
- All features in Startup +
- Unlimited Users
- Unlimited Invoices
- Priority Support
Integrations
ProfitBooks application integrates with:
- Instamojo payment gateway
- Cashfree payment gateway
- Razorpay payment gateway
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Jackster Corp.
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
ProfitBooks is an online invoicing, billing, inventory management, and accounting solution for upstart and growing entrepreneurs.
Company Email
Contact No.
Company's Address
ProfitBooks Private Limited,
Office 7, Madhuban Society, Lane Number 5, Koregaon Park, Pune,
India
ProfitBooks Comparisons
Popular ProfitBooks Alternatives
When you research different Sales Tools services you shouldn’t only look at their list of features and available pricing packages. Pay attention to the fact that the app must be meeting your requirements and team so the more flexible their offer the better. Find our what platforms are supported by Salesforce Essentials and ProfitBooks and make sure you will get mobile support for whichever devices you work on in your company. It may also be a good idea to find out which languages and geographies are supported, as this may be a deal breaker for many companies.
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