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
- Be in sync with your phone and calendar
- Built-in appointment scheduling and services menu
- Client interactions management
- Contact form Facebook plugin
- Customizable forms, and styles text and fields
- Forms for any web platform
- HTML contact form generator
- Manage your calendar on any device
- Minimize “no shows”, simplify rescheduling
- Perfect fit to Facebook, mobile, and websites
- Predefined services and meeting options
- Proactive contact form choices for your website
- Reminders, email confirmation, and autoresponder
- Schedule with multiple employees
- Secure an online payment upfront
- Self-service appointment scheduling for your clients
- CRM
- Email and SMS marketing
- Invoicing
- Client portal
Pricing Info
vcita offers 3 plans as well as a 14-day free trial.
Essentials – $19/month ($29/month when billed monthly)
- Online scheduling plan: $12/Month
- All Free features, plus:
- Online appointment booking & event registration
- Online payments
- 1,000 clients
- Email support
- Single user
Business – $45/month ($59/month when billed monthly)
- All Essentials features, plus:
- Email marketing and SMS campaigns
- Coupons
- Client text messages (SMS)
- Client tags & follow-ups
- 3rd party integrations & analytics
- 5,000 clients
- Free onboarding session, email & phone support
Platinum Solo- $75/month ($99/month when billed monthly)
- All Business features, plus:
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Platinum 2 to 4 staff members – $91/month ($119/month when billed monthly)
- All Business features, plus:
- Staff roles & permissions
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Integrations
vcita supports the following integrations:
- Wix
- Weebly
- WordPress
- Duda
- Square
- Drupal
- Gmail
- Google Calendar
- Constant Contact
- Mailchimp
- PayPal
- Stripe
- Zapier
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Silicon Valley Research Group, Landmark Tax Group, MDV Custom Cakes
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 multi-featured customer service and business management software for service providers and professionals such as consultants, accountants, lawyers, and others. This solution utilizes essential tools to manage everyday tasks such as calendar and online scheduling, email and SMS marketing, client portal and management, lead generation, and billing and invoicing.
Company Email
Contact No.
Company's Address
10777 Main Street
Suite 203
Bellevue, WA 98004
vcita Comparisons
Popular vcita Alternatives
In case you continue having doubts about which app will perform best for your business it might be a sensible idea to investigate each service’s social metrics. Such metrics are usually a way to see how popular each software is and how wide is its online presence. For instance Salesforce Essentials Twitter profile has currently 433882 followers. At the same time vcita Twitter is followed by 1541 users.
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