Free Suite
Run your business from one powerful hub—completely free. Unify your customer data, sales pipeline, service cases, and marketing in a single CRM built for small businesses. Less chaos, more clarity, and the confidence to make decisions that drive growth.
All the tools your small business requires, at no cost.
The free CRM built for small businesses that delivers value from day one. No more juggling spreadsheets and disconnected apps—bring your customer relationships, sales pipeline, support tickets, and marketing efforts together in one place. Get the insights you need to grow with confidence.
Declutter your workflow with a single, unified location.
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Stay on top of every deal and customer conversation. Built-in sales stages show you exactly what to do next, while tasks and reminders keep follow-ups on track so you can close faster.
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Simplify support with automatic case creation from email and web forms. Step-by-step guidance walks you through each case, and a searchable knowledge base makes it easy to find and share answers.
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Connect with customers at the perfect moment using customizable, brand-ready email templates. Send polished newsletters and updates that keep your audience engaged.
Increase productivity using embedded intelligence.
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Monitor key metrics from day one with prebuilt reports and dashboards. Customize your views and share insights to keep your business moving forward.
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Link your Gmail and Google Calendar to Salesforce and manage meetings, messages, and customer activity in one place. Nothing falls through the cracks.
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Collaborate in real time with Slack connected directly to Salesforce. Share updates, manage customer details, and take action together—all without switching apps.
Sales
Lead, Account, Contact, and Opportunity Management
Customizable Reports and Dashboards
Task Management and Activity feed
Email Integration (Gmail Only)
The Free Suite
$0
User/Month
(No contract or credit card required. Comes with 2 user licenses.)
Enhanced Capabilities
Full Access for 2 users
Social Sign-on
Guided onboarding
Process Automation with Flows: 5 Flows
Marketing
Premade Email Templates
Email Builder
Email Sends: 100/month
Service
Integrated Email Support
Case Management
Knowledge management
Custom Email Templates
Slack
Slack conversations in Salesforce
Auto-Slack
Our team brings years of experience and industry knowledge to every project, providing tailored solutions that drive growth and success. Discover how we can help you leverage the power of Salesforce to achieve your goals.
Ready to set up your Free Suite CRM?
— Setting up a new CRM can feel overwhelming. Our team can help—book a quick call, and we'll get you up and running with a Proof of Concept.
We’ve worked with over 400 clients to optimize Salesforce for their business.
Discover the Potential of Salesforce:
Check out our Salesforce Feature Video Library
Salesforce Certified Professionals committed to delivering top-tier solutions tailored to your needs.
FAQ
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*Salesforce's free CRM, Free Suite, is an easy, cost-free way for individuals and small businesses to get started with Salesforce CRM. Switch from unwieldy spreadsheets to an intuitive CRM that keeps your customer data organized in one place.
Guided onboarding and suggested actions enable you to quickly and easily import your data and get up and running in no time.
Essential sales features provide you with a clear picture of your sales pipeline and opportunities.
Essential service features enable you to close customer cases faster using case and knowledge management.
Your data remains accurate, updated, and complete.
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*Yes, it’s really free, with no expiration limit. As long as you log in regularly, you can use our free CRM for as long as you’d like.
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*Free Suite includes essential features across sales, service, and marketing:
Sales features include:Account, Contact, Lead, and Opportunity Management
Task Management and Activity Feed
Customizable Reports and Dashboards
Products and One Pricebook
Service features include:
Case Management
Knowledge Management
Marketing features include:
Simple email builder with out-of-the-box, customizable email templates
Send up to 100 marketing emails per month
See our edition comparison chart to compare features across our small business suites.
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*Free Suite has a 2 user maximum. For 3 or more users to have access to Salesforce, consider one of our paid offerings.
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*Free users can receive real-time 24/7 support via the Agentforce chat bot on help.salesforce.com. Access to Standard, Premier or Signature support is available for paid editions.
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*We make it easy to upgrade to the CRM that makes the most sense for your business needs. No matter which edition you start with, all editions are built on the trusted Salesforce platform, ensuring you can easily scale your business with seamless upgrade options.
For example, if products and price books are important to your business, Starter Suite provides both features. If you're looking for forecasting and quoting functionality, Pro Suite includes these features. Check out this resource to learn more about our paid offerings. -
To learn more about our relevant experience and see some case studies, please watch this Video. If you have specific questions, we’d be happy to discuss them!
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Absolutely! To learn more about our past projects we invite you watch our Video, check us out on the Salesforce AppExchange and visit our Upwork profile.
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We create and test in a sandbox environment, allowing you to confirm that the configurations meet your standards before going live in production.
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Our pricing varies based on the specific services and solutions you require. To give you a better understanding of our pricing structure, we have created a video that outlines our costs and options. You can access them here: Watch Video. If you have any further questions, feel free to reach out!
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Our approach includes:
Comprehensive Documentation: We maintain detailed project documentation, including requirements, design specifications, test plans, and user manuals. This ensures that all stakeholders are aligned and that the project remains on track.
Risk Assessment and Mitigation: We conduct a thorough risk assessment at the beginning of each project to identify potential challenges. We then develop strategies to mitigate these risks and ensure project continuity.
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We're committed to providing ongoing support to ensure the long-term success of your project. Our comprehensive support services include:
Technical Support: Our team of experienced professionals is available to assist with any technical issues or questions you may have.
Updates and Upgrades: We continuously monitor and update our systems to ensure optimal performance and security.
Maintenance and Monitoring: Our dedicated team will regularly monitor your project to identify and address any potential problems.
To learn more about our Managed Services offerings, please watch this Video.
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Our team is composed of experienced professionals with diverse backgrounds and specialized skills in Salesforce. We pride ourselves on our commitment to excellence and continuous learning. To learn more about our team members and their qualifications, please visit our Meet Our Team page.