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Salesforce Essentials Logo

Salesforce Essentials

4.4
(192)

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CRM for small business

(13)

Salesforce Essentials Pricing, Features, Reviews and Alternatives

Salesforce Essentials FAQs

Q. What type of pricing plans does Salesforce Essentials offer?

Salesforce Essentials has the following pricing plans:
Starting from: $35.00/month
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of Salesforce Essentials?

Salesforce Essentials has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

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Q. What languages does Salesforce Essentials support?

Salesforce Essentials supports the following languages:
Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian (Bokmal), Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish, Ukrainian

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Q. Does Salesforce Essentials support mobile devices?

Salesforce Essentials supports the following devices:
Android, iPad, iPhone

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Q. Does Salesforce Essentials offer an API?

No, Salesforce Essentials does not have an API available.

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Q. What other apps does Salesforce Essentials integrate with?

Salesforce Essentials integrates with the following applications:
Dropbox Business, ActiveCampaign, Zapier, DocuSign, Box, Dropbox Sign, Nicereply, PandaDoc

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Q. What level of support does Salesforce Essentials offer?

Salesforce Essentials offers the following support options:
Email/Help Desk, FAQs/Forum, Chat, Knowledge Base, Phone Support

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Salesforce Essentials product overview

Price starts from

35

/user

Per month

What is Salesforce Essentials?

Salesforce Essentials is a cloud-based customer relationship management (CRM) solution for small businesses which allows users to manage leads, opportunities, sales pipelines, support requests, and more. Sales Cloud Essentials and Service Cloud Essentials are currently available, with plans to add further apps in the future.

Key benefits of using Salesforce Essentials

  • Data from spreadsheets, calendars, emails, and other systems can be imported and synchronized.

  • Einstein Activity Capture automatically tracks emails, meetings, and calls, capturing and synchronizing data directly from users’ inboxes.

  • Lightning allows users to customize Salesforce with custom subsets and lists to track anything they want.

  • Integration with G Suite enables automatic capture of all Google Calendar and Gmail data, and allows users to access CRM data including contacts, opportunities, and accounts from within Gmail.

  • Trailhead, a system designed to teach users how to use Salesforce including creating sales stages, importing contacts, and inviting teammates, provides a setup assistant and in-app guided tutorials.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    FAQs/Forum
    Chat
    Knowledge Base
    Phone Support

    Training options

    Webinars
    Live Online
    Documentation
    Videos

    Not sure about Salesforce Essentials? Compare it with a popular alternative

    Starting from

    35

    /user

    Per month

    Free plan
    Free trial
    Pricing range

    Starting from

    20

    /user

    Per month

    Free plan
    Free trial
    Pricing range
    Ease of use
    Value for money
    Customer support
    Ease of use
    Value for money
    Customer support
    Why am I seeing this?

    Salesforce Essentials pricing information

    Value for money

    3.9

    /5

    192

    Starting from

    35

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Salesforce Essentials features

    Functionality

    4.1

    /5

    192

    Total features

    82

    15 categories

    Most valued features by users

    Reporting/Analytics
    Third Party Integrations
    Activity Dashboard
    Reporting & Statistics
    Data Import/Export
    Mobile Access
    Customizable Branding
    Email Marketing

    Salesforce Essentials users reviews

    Overall Rating

    4.4

    /5

    192

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.86/10
    Rating distribution

    5

    4

    3

    2

    1

    104

    64

    16

    6

    2

    Pros
    It was a fantastic experience and an essential for a company looking to better engage and retain customers on digital platforms.
    The code quality was awesome and the staff was super helpful. I think I'm getting the value for my money using this product.
    Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.
    Cons
    Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
    The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship.
    DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions.
    SG
    AvatarImg

    Sharilee G.

    Director

    Education Management, 1-10 employees

    Review source

    Overall Rating

    Task List

    Reviewed 5 months ago

    Transcript

    Sharilee: Hi, my name is Sharilee and I am the director of a prevention coalition. Everything that we...

    MB
    AvatarImg

    Matthew B.

    Digital Engagement Officer

    Religious Institutions, 51-200 employees

    Review source

    Overall Rating

    Packed with features

    Reviewed 2 years ago

    Transcript

    Matthew: Hi, I'm Matthew. I'm a digital engagement officer and I give Salesforce Essentials a four out...

    AvatarImg
    AvatarImg

    Eric M.

    Research, 51-200 employees

    Used weekly for 1-2 years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Sales and Automation Software

    Reviewed 2 years ago

    Our experience using salesforce has been great. We primarily utilise it for invoicing and report generation of the overall view of the business. We also utilise it for our internal communications.

    Pros

    I like the interactive UI that makes access to varying tools and functionalities easy. I also like the mobile experience and the ability to integrate the software with third-party softwares. I also like the reporting tools that enhance prompt communication.

    Cons

    Salesforce can be very heavy when handling multiple pages which often leads to lags. There are additional issues that occur in customisation and merging of pages.

    AR
    AvatarImg

    Verified reviewer

    Accounting, 1-10 employees

    Used daily for 1-2 years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    a CRM must-have

    Reviewed 9 months ago

    Salesforce is great because you can work to keep track of real-time user and purchase analytics, customer support, customer complaints, and a variety of other CRM functions with the ease of storage and access in the cloud.

    Pros

    Salesforce makes it easy for companies to maintain an ongoing relationship with customers, prospects, or partners and to collect and monitor their data.

    Cons

    Quality of the price list is not for everyone.it's expensive

    AJ
    AvatarImg

    April J.

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

    Not great, unless you're super tight with Salesforce

    Reviewed 7 years ago

    We'd migrated from Zendesk, which is a system I will never ever have complaints about again after using Desk. As for some of the things I couldn't deal with: #1, and most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent. Someone opens a ticket, then goes to lunch? Guess that customer isn't getting a response for the next...

    Pros

    No pros were added to this review

    Cons

    No cons were added to this review

    PS
    AvatarImg

    Pablo S.

    Computer Software, 201-500 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Undoubtedly the best CRM

    Reviewed a year ago

    My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results

    Pros

    However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc

    Cons

    As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust

    AD
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    Alexis D.

    Nonprofit Organization Management, 11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Salesforce

    Reviewed 5 months ago

    We love it and every team the team wants more functionalities out of it

    Pros

    If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.

    Cons

    Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.

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