All categories

Learn why GetApp is free

Salesforce Essentials Comparison

Overview

Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$25/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

64

42

13

6

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
83%
would recommend this app

Pros

I've used multiple CRM's over the years and this is the best by far. The integration with email is amazing and the collaboration with colleagues is seamless.
This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.
This was the perfect solution (and cost effective) for us to immediately begin tracking and tackling our pipeline and contacts to stay on track with everyting.

Cons

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people.
Can't add screenshots of error message which can be rather cumbersome. Also, multiple error messages across a single event can be too much to sit and type out.
As for some of the things I couldn't deal with. 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.
  • Vendor responds to reviews
  • Last review11 days ago

Key features

  • Total features89
  • Account Alerts
  • Account Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Appointment Management
  • Asset Management
  • Assignment Management
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Campaign Management
  • Case Management
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Engagement
  • Customer Management
  • Customer Segmentation
  • Customer Support
  • Customizable Branding
  • Dashboard
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Email Management
  • Email Marketing
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • Forecasting
  • Gamification
  • Grant Management
  • Health Score
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Database Integration
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Lead Verification/Validation
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Negative Feedback Management
  • Onboarding
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real-time Updates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Segmentation
  • Self Service Portal
  • Sentiment Analysis
  • Shared Contacts
  • Social Media Integration
  • Social Media Monitoring
  • Source Tracking
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Task Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Usage Tracking/Analytics
  • User Management
  • Volunteer Management
  • Win / Loss Analysis

Integrations

  • Total integrations49
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

10+ YEARS RECOMMENDING SOFTWARE

Ā© 2010-2021 GetApp. All Rights Reserved.
GetAppĀ® is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.