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
- Lead and account management
- Document management
- Lead distribution and scoring
- Team analytics
- Task scheduling
- Time tracking/activity logs
- Customizable industry workflows
- Email integration with Gmail and Outlook
- Drip campaign automation
- Custom email templates
- Internal chat/instant messaging
- Role-based permissions
- IP whitelisting and restrictions
- Tracking of campaigns and sales
- eSignature solutions
- Cloud phone calling (with recording and monitoring)
- Cloud voicemail
- API customization
- Webhooks
- Customer portal
Pricing Info
Shape has one paid plan, with all features unlocked. It’s a recurring monthly payment of $79.95, with no annual subscription.
Integrations
Shape currently integrates with several tools:
- MailChimp
- G Suite
- Outlook
- BombBomb
- Zapier
- Twilio
- Ytel
- MailGun
- SendGrid
- Floify
- Encompass
- Calyx Point
- QuickBooks Online
- Stripe
- Authorize.net
- PayTrace
Shape has an API that you can scale to your own business needs. Visit their official website or contact their technical support for detailed instructions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Star Financial, Assent Mortgage
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
A CRM software ideally used by those in the legal, finance, insurance, and real estate industries. ShapeLegal is a highly-scalable software that can be used by organizations of any size. It helps users take their minds off managing information and details by providing everyday task automation tools.
Company Email
support@setshape.com
Contact No.
Company's Address
Shape Software, LLC
9070 Irvine Center Drive, Suite #140
Irvine, CA 92618
USA
Shape Legal Comparisons
Popular Shape Legal Alternatives
In the event you are still having doubts about which service will work best in your case it may be a good idea to take a look at each service’s social metrics. These metrics are quite often an indicator of how popular every software is and how wide is its online presence. For instance Salesforce Essentials Twitter account has currently 433882 followers. At the same time Shape Legal Twitter is followed by 27 users.
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