Salesforce CRM delivers all the tools you need to attract customers, build loyalty and simplify your business. With trusted AI, autonomous agents, and automation, you'll get extra help at every step — so you can grow without adding extra headcount and scale confidently as your business expands. And the perfect place to start with CRM is now free.
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.
Save your team time and keep everyone aligned at no additional cost when you bring real-time Slack conversations into Salesforce. Collaborate, update customer info, and take action without switching tools. Work side-by-side with AI agents in every channel, and access Salesforce apps that are now built Slack-first.
See value from day one with solutions that are built to grow with you: quick and easy setup, guided onboarding, and seamless access to customer support. Get more done while automation and AI handle the busy work, and move your business forward with confidence using clear forecasting and dashboards.
The free CRM for getting started. Organise leads, track customers, and see your business in one place — at no cost.
The connected CRM for small teams. Automate sales, service, marketing journeys, commerce, plus Slack in one unified system and start working more efficiently from day one.
The CRM for growing businesses that need more control and insight. Scale with advanced tools, deeper visibility, and flexibility as your business gets more complex.
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.
How a fast-growing wellness startup won deals and kept teams aligned with connected tools.
Learn how CPAs and Agentforce collaborate to help small businesses achieve their financial dreams.
How Salesforce brought teams together and helped everyone work more efficiently with features that improved visibility across departments and made information easier to share.
Check out these curated resources to help small businesses hit the ground running in the Salesforce community.
Hit the ground running fast with ready-to-use tools that don't require a tonne of setup.
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.
CRM stands for customer relationship management, which is a solution for storing and managing prospect and customer information, like contact info, accounts, leads, and sales opportunities — all in one central location. But it's not just a fancy contact list. A small business CRM solution is one of the most valuable, game-changing pieces of business technology available because of how it uses that customer info.
Think of a CRM as your business's central command centre, powered by sales force automation (SFA) to streamline processes and accelerate the entire sales cycle. By centralising all customer data in one place, you eliminate the need for scattered spreadsheets and sticky notes, giving your team a single, organised view that is accessible from anywhere. This visibility allows you to automate follow-ups and move leads through the pipeline quickly, ensuring no potential sale falls through the cracks. Ultimately, it's about reducing manual admin so your team can focus on closing deals and turning one-time buyers into repeat customers.
The right CRM solution can give you access to contact databases that can be filtered to find your ideal prospects and decision makers within a company, provide social data on those contacts, and deliver insights into what customers are talking about. This makes territory planning and white space analysis easier as well.
A complete CRM solution also helps companies run and track marketing campaigns, including marketing communications and delivery automation. It can even help create forms for lead capture and track performance. And for those leads that are not sales ready, you can even automatically put them in a nurture track so that when you do call, they are more likely to buy.
With solutions that range from self-help pages (that allow agents to focus on the tough cases), to full call centres, CRM brings immense value to customer service teams. Your service reps can also use it to generate service tickets and keep track of all your customers’ contact with your service department. And, because the entire system is connected, account reps and every other relevant department will be fully aware of customers’ issues, so everyone can be a service agent when you need them to be.
Insights about customer service issues can be shared and added to a knowledge base so that agents can help customers even faster. In addition to shortening case resolution time, this kind of connected service also makes agents happier. It all comes down to giving them the tools to do more for customers — which in turn drives customer loyalty and referrals.
If you’re still not sure if your small business would benefit from CRM, below are some clues that can help you in your decision.
Signs You Need CRM
If anything on this short checklist sounds familiar, CRM might be worth exploring to help your business find, win and keep customers more efficiently.
The World's #1 Choice
With hundreds of thousands of customers and millions of users, Salesforce is a proven choice and the #1 CRM in the world.
The CRM Cloud Pioneer
We actually pioneered cloud computing in 1999. No hardware. No software. Just sign on and get going.
Solutions Specifically for Small Business
Salesforce offers many packages, including sales, customer service, and marketing software solutions. Even better, they're integrated to work as one complete CRM solution for your business.
Automatic Upgrades
Because Salesforce is 100% cloud-based, we can deliver three automatic upgrades every year based on customer input. Even better, the upgrades won't break your business’ customisations.
Built on Trust
At Salesforce, trust is our most important value. No matter how big or small a business may be, our technology gives you the same security standards demanded by our most stringent customers.
A Solution that will Grow with You
Salesforce offers an extendable set of tools — from preintegrated business apps on the AppExchange to point-and-click tools to build and customise your own apps — that give you just what you need, when you need it. So when you're ready for growth, we can help.
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 management, 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. Customer service CRM for small business enhances efficiency, enables self-service options, and empowers support agents with valuable insights for better customer satisfaction.
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