Stop juggling spreadsheets, sticky notes, and scattered tools and unlock the full potential of your business. Starter Suite makes it easy to turn leads into signed work, stay on top of projects, and keep clients happy so they’ll come back for more.
Starter Suite delivers just the right mix of sales, service, and email marketing tools to streamline business operations, improve client satisfaction and drive growth. With a guided setup, ready-to-go templates, and automation you’ll actually use, so you can stop chasing tasks and start delivering.
Manage your entire project pipeline from initial inquiry to job completion, with real-time updates and a daily overview to keep your projects on track and moving forward.
Track every lead from inquiry to project completion. Stay on top of your sales pipeline and close more projects with less effort. Built-in sales stages guide you through the next steps to move jobs forward, getting projects completed faster and more efficiently.
Start your project day with a clear game plan. Get a daily rundown of your job pipeline, upcoming deadlines, and critical tasks all in one place. Plus, get smart suggestions tailored to your workflow to help you stay on top of bids, permits, and client communications.
Find new project leads to grow your business with easy-to-use marketing tools. Use AI to create, send, and optimize emails in minutes or use premade, customizable templates that match your brand.
Get a real-time view of your projects and business with ready-to-use reports. Make data-driven decisions with clear insights into your sales, projects, and customer interactions.
By centralizing client information and project details in one place, you can deliver personalized, efficient service that builds strong relationships and fosters long-term client loyalty.
Keep all your client details, project notes, and communication in one place to streamline your operations and maximize productivity.
Turn client calls, punch lists, or warranty requests into “cases” you track alongside your sales deals — no more juggling separate systems or Excel logs. Every client’s record shows project notes, change orders, calls, emails, and site visits — so your crew always knows what happened and what’s next.
Working with a bigger team or a larger client? With a free Slack workspace you can stay connected and easily collaborate with partners from office to site.
Find the right solution for your business needs.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Hit the ground running fast with ready-to-use tools that don’t require a ton of setup.
See how Salesforce CRM can help your small business succeed today.
Salesforce Starter Suite is an all-in-one CRM platform that streamlines sales, service, and marketing capabilities into a single, simplified product. For contractors, this means replacing cumbersome spreadsheets, disconnected tools, and manual tracking with a unified system that manages leads, projects, clients, service issues, and payments in one place.
With Starter Suite, contractors get organized lead and opportunity tracking, capturing leads from web forms or email, routing them to the right team member, and monitoring their pipeline to never miss a job opportunity. This means staying on top of job leads, qualifying quickly, and closing more work.
Starter Suiteincludes case management, a knowledge base, and unified customer history, enabling contractors to track service issues, client inquiries, and maintenance follow-ups. This leads to better job satisfaction and repeat business by managing post-job service requests, tracking complaints, and handling warranty tasks within the same system.
Yes, Starter Suite provides simplified marketing tools, including email campaign templates, list views, segmentation, and analytics to track effectiveness. Contractors can send targeted follow-up messages, such as maintenance reminders, seasonal offers, and referrals, to keep their business front-of-mind with clients.
Starter Suite starts at $25 per user/month (billed monthly or annually), offering a lower-cost entry into a robust CRM ecosystem. This is particularly beneficial for contractor firms with smaller teams or fewer users, such as estimators, project managers, and service technicians. For growing businesses that need more customization and automation, Pro Suite is a more comprehensive CRM that starts at $100 per user/month.
Starter Suite is designed to scale with your business. You can start with core CRM capabilities for leads, jobs, service, and client management and upgrade to more advanced features, such as automation, customizations, and integrations, as your business and process complexity grow – all within the same ecosystem.
