Salesforce CRM delivers all-in-one tools to attract customers, build loyalty, and simplify your business. With trusted AI, autonomous agents, and automation, you'll get extra help at every step.
With the connected sales platform, it's never been easier to get started and scale your small business. Sell smarter at every step and grow pipeline, deals, and revenue, while AI agents handle everyday tasks like engaging leads, researching accounts, and updating sales data.
Deliver smarter service that works across every channel, 24 hours a day, 7 days a week. Agentforce Service is the only service platform where humans and agents collaborate at every step of the customer journey, making service easier for your customers and you. Close cases faster, reduce operational costs, and deliver proactive support with real-time data.
The connected, agentic marketing solution is here. Marketing AI agents help you personalise every touch, turning channels into two-way conversations, connecting campaigns with sales and service, and using real-time insights to strengthen customer loyalty.
Simplify everyday tasks across sales, service and marketing with Agentforce — from qualifying leads and resolving support cases to creating personalised campaigns, AI agents and automation handles the busywork so your team can focus on what matters.
Slackbot is your personal AI agent built natively into Slack, turning conversations into organised customer records. While you're tracking deals and communicating in Slack, Slackbot handles the busywork of logging updates, surfacing next steps, and keeping updates current. Start with Slack CRM now and scale with Salesforce when you're ready, without migrating data.
Learn how companies like yours are driving business impact with the right solutions behind them — from saving time with everything in one place and getting more done each day, to making informed business decisions with Salesforce tools built for small businesses.
Learn how the premium flexible accommodation provider is scaling service and revenue.
Learn how Good Things Australia uses Agentforce and Nonprofit Cloud to empower partners and improve digital inclusion.
From days to hours. Learn how pay.com.au has activated its data to onboard customers faster and deliver personalised experiences that keep them engaged.
See value from day one with solutions built to grow with you. Get up and running quickly with guided setup and built-in support. Automation and AI handle the busy work, so you have clear visibility to make confident decisions as your business grows.
The free, foundational CRM with sales, service, and marketing tools for up to 2 users — plus built-in AI.
The CRM that brings your business together, with marketing, sales, service, and commerce — plus AI that helps automate work as you grow.
The CRM you can customise with advanced automation, AI, and insights — built to scale for complex needs.
Check out these curated resources to help small businesses hit the ground running in the Salesforce community.
Hit the ground running fast with out-of-the-box CRM tools all in one place, for free.
See how Salesforce CRM can help your small business succeed today.
Yes. Salesforce offers a free CRM for small businesses that helps SMBs and solopreneurs organise and grow their customer relationships without a hefty price tag. This CRM provides basic features like contact and lead management, sales tracking, customer service, and follow-up reminders.
Not directly. Salesforce doesn’t process payments or issue invoices. However, you can connect third-party apps or accounting integrations (like QuickBooks Online, MYOB Business, or Xero) to manage invoicing and online payments that are connected to your CRM.
Yes. Salesforce software supports connectors for ERP software, payroll software, and payroll apps. You can sync time tracking, pay runs, and employee data while ensuring compliance with Single Touch Payroll standards in Australia.
Yes. Salesforce software suits a wide range of business types and industries like real estate, healthcare, and retail. Its flexibility and cloud accounting connections let you customise the system to suit your business as it grows.
Salesforce isn’t business accounting software, but it connects seamlessly with leading accounting software options and online accounting software like Xero, MYOB, and QuickBooks. You can access these synced insights through dashboards in the mobile app, making it easier to manage business accounting and customer relationships from anywhere.
Salesforce makes it easier to keep your operations running smoothly. With integrations for inventory management and document management, you can track products, orders, and contracts in one place. Everything stays up to date and accessible to your team, so you spend less time on admin and more time growing your business.
Yes. Salesforce is powerful software for small businesses that connects sales, service, and analytics so business owners can make data-informed decisions. Through app integrations with tools like Intuit QuickBooks, MYOB Business Lite, and other bookkeeping software, you can sync bank transactions, bank feeds, and online invoices with your CRM to reduce data entry and even streamline your invoice payments.
Yes. Salesforce is free to use for small businesses, including sole traders. It helps you manage customers, sales, and daily operations from one easy-to-use platform. You can track expenses, monitor budgets, and view real-time financial reports through custom dashboards that track performance and guide better planning.
Salesforce works hand-in-hand with your business accounting software to give you a complete view of customers, sales, and finances in one place.
Through connecting to QuickBooks Online or other online accounting software, you can view real-time cash flows, invoice data, and sales results without double-handling data.
You can compare plans and pricing to find the version that best suits your business. Each option offers unique plans and pricing for sales, service, and automation tools.
AI in CRM refers to the use of artificial intelligence technologies, such as machine learning and natural language processing, to improve customer relationship management. It enables businesses to automate and optimise CRM activities, such as lead management, customer segmentation and sales forecasting.
When choosing the right AI software, it is crucial to prioritise a commitment to trust as the number one value. Look for providers with a strong reputation for data privacy, security and ethical practices. Ensure that the software adheres to industry standards and regulations to protect customer data.
Additionally, consider the transparency and explainability of the AI algorithms used by the software. Look for providers that provide clear insights into how the algorithms make decisions and offer explanations for their recommendations. Evaluate the software's track record, customer reviews and case studies to gauge its effectiveness and reliability.
Finally, consider the scalability, integration capabilities and user-friendliness of the software to ensure that it aligns with your business needs and can be easily adopted by your team. By prioritising trust as the primary value, you can choose an AI marketing software that not only delivers results but also upholds ethical standards and protects your customer data.
AI marketing software offers businesses numerous benefits, including data-driven insights, scalable personalisation, automation of manual tasks, enhanced customer engagement, improved campaign performance, targeted segmentation, real-time and predictive analytics and adaptability. By leveraging advanced algorithms and machine learning, AI marketing software enables businesses to gain valuable insights from data, deliver personalised experiences at scale, automate time-consuming tasks, engage customers effectively, optimise campaigns, target specific segments and make data-driven decisions in real-time. This empowers businesses to enhance their marketing efforts, improve customer satisfaction and achieve better results in the ever-evolving digital landscape.
AI can be used in sales to automate and optimise various sales activities, such as lead scoring, customer segmentation, personalised messaging and sales forecasting. It enables businesses to make data-driven decisions, free up time and improve sales effectiveness.
Some of the key benefits of AI for customer service and support are service Team Productivity, improved response times, cost reduction through automation, personalised customer experiences and more accurate insights and analysis. It enhances efficiency, enables self-service options and empowers support agents with valuable insights for better customer satisfaction.
Salesforce provides a tailored set of CRM suites specifically designed for growing teams. Small businesses can choose from Free, Starter, or Pro Suite to unite their sales, service, marketing, and commerce operations into an all-in-one app. Each suite features built-in AI tools to help employees do more in less time. Because the platform scales effortlessly, companies never have to replace their software as they hire more staff or build more complex workflows.
Salesforce helps small teams work smarter to find more customers, win their business, and keep them happy. By bringing sales, service, marketing, commerce, and Slack into one connected platform, companies eliminate data silos and grow faster. The suites also feature built-in artificial intelligence to handle the busy work. Because the platform requires zero setup, small businesses get value from day one and can make decisions faster.
Salesforce provides tailored suites that bring sales, service, marketing, commerce, and Slack together in one place. Users select a CRM suite based on their current size and operational needs. Teams get value from day one with quick setup and guided onboarding. For example, a business can log into the platform, import their data, and immediately use built-in AI to handle routine tasks.
Salesforce's CRM suites are specifically designed for small teams to get started in minutes. With guided onboarding and simple setup, companies do not need dedicated IT departments to launch their software. Businesses can begin with Free Suite to organise basic contacts and upgrade when they need advanced features.
Many people assume Salesforce is only built for massive enterprises. However, Salesforce provides dedicated CRM suites designed specifically for small businesses. Teams can start with Free Suite and upgrade as operations grow. For example, with Salesforce's CRM Suites, a two-person startup receives the same underlying technology and reliability as a global corporation – without the enterprise price tag.
Salesforce's CRM suites are specifically designed for small teams to get started in minutes. With guided onboarding and simple setup, companies do not need dedicated IT departments to launch their software. Businesses can begin with Free Suite to organise basic contacts and upgrade only when they need advanced features. For example, a local plumbing company might start by simply importing a spreadsheet of contacts and immediately tracking customer calls – all on day one.
Salesforce includes guided onboarding directly within the application. This interactive process helps teams get started in minutes with simple setup and data import. For example, a small business owner migrating from spreadsheets does not need external technical help or IT consultants to launch the system.
Every Salesforce licence includes access to standard support resources, such as knowledge articles, product documentation, and the global Trailblazer Community. Users can also build their skills using Trailhead – a free, online learning platform. For growing businesses that require hands-on technical help, Salesforce offers dedicated Success Plans. The Premier Success Plans provides expert guidance and 24/7 support for critical issues, while the Signature Success Plan adds a designated Customer Success Manager and proactive account monitoring. For example, a small retail team might start by finding best practices in the free community forums, then upgrade to a Premier plan when they need round-the-clock technical support for an expanding online storefront.
Salesforce connects directly with the applications small businesses already use. Starter Suite and Pro Suite include built-in integrations for email and calendar sync, along with connected Slack conversations. Growing teams using Pro Suite can also access the AgentExchange to install prebuilt applications for accounting, marketing, and customer support.
Free Suite is designed for a maximum of two users. Upgrading to either Starter Suite or Pro Suite unlocks an unlimited number of users. For example, a small startup might begin with the free tier and simply upgrade to a paid suite (Starter or Pro Suite when they hire their third employee.
Yes, small businesses can explore the platform at no cost through multiple options. Free Suite provides essential contact tracking and click-based AI for up to two users completely free of charge. For growing teams that need more power immediately, Salesforce offers a free trial of Starter Suite. This allows businesses to test the conversational AI assistant, run multi-email nurture campaigns, and manage sales pipelines. Companies with more complex processes can also take advantage of a free trial for Pro Suite. This advanced option lets users explore workflow automation, build custom apps, and test AgentExchange integrations – all before committing to a paid subscription.
Salesforce structures its small business pricing transparently. Free Suite includes built-in AI to help automate routine tasks – all at no cost. For Starter Suite and Pro Suite, businesses pay a straightforward subscription fee based on the suite they select. Additional features or integrations from the AgentExchange may incur separate costs depending on the specific third-party provider.
A customer relationship management (CRM) system helps small businesses organise data, track sales, and manage support in one secure place. Instead of relying on unwieldy spreadsheets, a CRM gives the entire company a single source of truth. Modern systems now include built-in AI to handle routine daily work. For example, a local services company can use a CRM to track client communication and instantly draft personalised follow-up emails – ensuring no lead falls through the cracks.
A CRM system works by centralising customer information into a single database. Teams move away from scattered spreadsheets and use the software to track sales opportunities, manage service cases, and run marketing campaigns. Modern systems also utilise artificial intelligence to read, summarise, draft, and update customer details automatically. For example, a growing B2B software vendor can use a CRM to ensure their sales and service teams always look at the exact same client history during calls.
Implementing a CRM allows growing teams to scale more while spending less. By bringing sales, service, marketing, commerce, and Slack together in one place, businesses eliminate data silos. Built-in artificial intelligence handles the busy work. This means employees can do more in less time. For example, a small consulting firm can use a CRM to automate routine tasks, empowering leaders to focus on strategic growth and make decisions faster.
Artificial intelligence (AI) allows small teams to scale operations while spending less. Built-in AI assistants read customer details, summarise records, and draft emails from a conversational command. Advanced tools within the CRM can even analyse video call recordings to generate accurate meeting transcripts. For example, a growing retail team can use a conversational AI assistant to instantly summarise open service cases – saving hours of manual data entry every single week.
An AI CRM system combines traditional data organisation with built-in smart tools to handle routine daily work. Instead of just storing contact information and sales pipelines, the software actively reads, summarises, and drafts customer details.
A traditional CRM relies on manual effort. Employees must enter data, sort through past notes, and draft every customer response themselves. An AI CRM actively executes this work directly within the platform. Users can talk to a conversational AI assistant using simple prompts to quickly summarise open service cases or generate meeting transcripts. For example, a growing consulting firm can switch to an AI CRM so their representatives spend less time managing data and more time closing deals.
Yes, Salesforce integrates AI powered by Agentforce directly into its CRM Suites. Free Suite includes click-based AI for essential record summarisation and email drafting at no cost. Starter Suite and Pro Suite unlock a conversational AI assistant that understands customer context and executes work via natural language prompts. Because Salesforce builds these tools natively into the system, small businesses gain enterprise-grade capabilities with zero technical setup required.
An AI CRM works by embedding smart tools directly into the daily workflows of sales, service, marketing, and commerce teams. Users do not need to switch between different applications or manage complex software integrations. Instead, employees open a customer profile and use a click-based tool or a conversational assistant to summarise recent activity and draft responses. For example, a small service team can use an AI CRM to analyse video call recordings – automatically generating a transcript and meeting summary right next to the original customer record.
Implementing an AI CRM allows small teams to scale operations while spending less money on administrative overhead. By automating the busy work, employees can do more in less time and leaders can make decisions faster. The technology ensures that small businesses can compete with larger corporations without needing to hire additional staff or dedicated IT departments. For example, a regional distribution company can rely on an AI CRM to handle routine service responses automatically – allowing their limited staff to focus entirely on building high-value client relationships.
There is zero setup required to use these tools. Salesforce builds AI directly into the workflows small businesses already rely on. Companies do not need to hire an IT department or manage complex software integrations. Users simply log into the CRM and immediately start executing work via simple prompts.
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