Pro Suite
Bigger goals come with more moving parts. Pro Suite keeps them all in motion — with advanced automation, deeper customization, and the integrations to match — so your small business can keep executing at the level your ambition demands.
Bigger goals come with more moving parts. Pro Suite keeps them all in motion — with advanced automation, deeper customization, and the integrations to match — so your small business can keep executing at the level your ambition demands.
This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.
Pro Suite gets you up and running quickly — with the advanced tools, automation, and customization there when you need them.
Connect sales, service, marketing, commerce, and Slack into one complete customer view — plus over 150 built-in connectors for the tools your team already uses, including QuickBooks, Jira, and Zendesk. No coding, no IT team, no switching tabs.
Put AI and customizable workflows to work on the repetitive stuff — including automated data flows between your connected apps — so your team stays focused on the deals and relationships that move the business forward.
Forecasting, quoting, quotas, and dashboards give you clear visibility into performance — so every decision comes from clarity, not guesswork.
Built-in sales flows and agentic lead routing keep your pipeline moving — so you show up to every conversation with full context.
Clear stages, up-to-date customer context, and automatic people scoring mean your reps always know who’s ready to buy — and agentic follow-ups keep them focused on the conversations that actually close.
Forecasting, quoting, invoicing, and pipeline dashboards put every deal in view — so you can close the quarter and collect payment without ever leaving Salesforce.
Case management and email-to-case routing keep every request visible and assigned — so customers get fast answers, every time.
Real-time chat, macros, and a connected service console, with AI built on decades of Salesforce service expertise — so every customer gets a fast, consistent experience.
Dashboards for case volume, resolution times, and team performance give you a real-time view of what’s working — so you can coach to the gaps and keep raising the bar.
Automatic people scoring, targeted segments, and ready-made templates mean your message always reaches the right person — exactly when it should.
Capture new leads, nurture relationships, and publish to LinkedIn — all from Salesforce, with automation that keeps working when you’re not.
Track engagement, performance, and audience trends with analytics that show what resonates — and where to focus your efforts.
Build a branded storefront with simple drag-and-drop tools and step-by-step guidance — so you can start selling without the technical headache.
Use easy merchandising tools to manage every product detail — then let built-in AI track performance, promotions, and payments so you always know what’s working and where to go next.
Whether it’s your storefront checkout or a payment link in an email, transactions are simple — no matter where your customers choose to buy.
With CRM data right in Slack, your team has the context they need without leaving the conversation.
Connect instantly with your team via audio, video, or screen share — so you can align quickly and keep things moving.
With conversations, customer data, and context connected, nothing gets lost between your CRM and where your team chooses to work.
I think Pro Suite has made life easier because all the data is right there. You don’t have to jump from one system to the next, it makes finding information fast and easy.
Rameez IshmaelIT Operations Manager, FigTree Financial
Every Salesforce Suite is built to help lean teams execute on their ambition — with the right level of automation, customization, and support for where you are today.
The free CRM for getting started. Organize leads and customers at no cost, and see what Salesforce can do for your business.
The CRM with turnkey AI that already knows your business. Automate sales, marketing, and service and deliver a great customer experience without the overhead.
The CRM for when your ambitions get more complex — with advanced automation, deeper customization, and the integrations to match.
Try Pro Suite free for 30 days. No credit card required, no obligation, 100% free.
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See how Pro Suite can help your business grow today.
Pro takes the complete CRM suite to the next level. It builds upon Starter Suite with even more sales, service, marketing, and commerce capabilities, along with a built-in AI assistant. Ambitious teams can manage complex processes with connected Slack conversations, enhanced customization and automation, and access to additional apps that match their serious demands. Watch the demo video to see Pro in action.
Pro Suite includes a conversational AI assistant that handles the heavy lifting so your team can focus on revenue. Users talk directly to the AI to execute work via simple prompts. The assistant reads, summarizes, and updates customer details, and instantly analyzes video call recordings to create meeting transcripts. A lean sales team can use the assistant to draft customer emails based on past interactions—eliminating manual data entry.
Getting started is completely turnkey. Simply sign up for a free 30-day trial to begin exploring the platform immediately. To help you hit the ground running, take advantage of these built-in resources:
Guided Checklist: Follow step-by-step guidance to get your CRM up and running quickly.
Interactive Demos: Click through to see Pro Suite's advanced tools in action before you build.
Live Workshops: Learn best practices directly from our experts in guided, interactive sessions.
When you're ready, you can purchase Pro Suite hassle-free through our simple self-checkout.
Yes, Pro gives you access to AgentExchange, a marketplace for apps that help you connect your CRM to external systems and data sources. When your workflows demand it, you can seamlessly integrate your favorite apps and discover powerful new solutions.
You can try Pro Suite for 30 days - no credit card required. Pro starts at $100 USD per user, per month (annual contract required).
Your plan includes 2,000 email sends per month. Need to run larger campaigns? You can easily add 1,000 extra sends for just $10 USD per month.
Processing payments with Pro Suite is strictly pay-as-you-go. Rates vary by region and payment method—for example, U.S. credit card payments are 2.9% + $0.30 USD per transaction.
This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.