Pro Suite

Unlock growth and deepen customer relationships with Pro Suite— the all-in-one CRM suite with marketing, sales, service, and commerce tools that scale with your business. Get the flexibility to automate tasks and customize your CRM to fit your specific needs with Pro Suite.

What can you do with Pro Suite?

Find new leads, win more deals, and keep customers happy. Pro Suite provides easy-to-use customization, automation, and enhanced sales and service functionality — making it simpler than ever to build long-lasting customer relationships. And with hundreds of apps available to you on AppExchange, Pro makes it easy to expand your capabilities as soon as you’re ready.

Reach new audiences with the right message at the right time.

Connect with customers and prospects using ready-made, customizable email templates that align with your brand. With built-in analytics, you can also monitor performance and use insights to continuously improve your content.

UI showing Recent Email Send stats and a Marketing Campaign Performance chart.

Segment your audiences based on their actions and behaviors. With a clear view of their interactions across the company, you'll be able to send them personalized, relevant content. For example, create dynamic segments for leads who are most likely to buy or customers with open service cases.

UI showing a Winter Gear Enthusiasts segment defined by people who purchased winter sports gear in the past year.

Engage contacts with the information they need, precisely when they need it, by crafting smarter, more strategic email nurtures. With Einstein Send Time Optimization, you can make sure your emails are delivered and opened when customers are most engaged — driving higher revenue and improving your marketing ROI.

UI showing Send Time Optimization, a Nurture Journey, and Email Performance stats.
UI showing Recent Email Send stats and a Marketing Campaign Performance chart.
UI showing a Winter Gear Enthusiasts segment defined by people who purchased winter sports gear in the past year.
UI showing Send Time Optimization, a Nurture Journey, and Email Performance stats.

Speed up the sales process and easily collect payments.

Accelerate revenue growth and take your business one step further with advanced forecasting features to help you predict sales revenue and gain insight into your sales performance. Increase pipeline visibility, gain insights into deals and opportunities, and proactively identify trends or gaps to maintain momentum in your sales cycle.

A screen shows options to view contacts, leads, opportunities, a to-do-list, and tutorials and setup.

Move deals forward faster with quoting capabilities built right into Pro Suite. Quote different combinations of products and quantities and add discounts as needed right from the opportunity to create and send accurate and timely quotes within minutes.

UI showing a quote breakdown and the ability to create a PDF of the quote.

Maximize efficiency by embedding payment links directly into your quotes to make payments simple and easy. By eliminating the unnecessary back and forth of collecting payments, your reps can focus on high-value activities.

A UI showing how to set up a Pay Now link to send to customers, and the ability to configure the payment.
A screen shows options to view contacts, leads, opportunities, a to-do-list, and tutorials and setup.
UI showing a quote breakdown and the ability to create a PDF of the quote.
A UI showing how to set up a Pay Now link to send to customers, and the ability to configure the payment.

Resolve customer service cases faster with automation.

Help your customer service reps deliver better, more connected experiences by giving them a 360-degree view of customers — allowing them to look at past interactions, open cases, upcoming renewals, and more. With this data at their fingertips, reps can quickly provide personalized experiences with every interaction.

A UI showing a service case for a defective sofa, and a relevant knowledge article for how to return bulky items.

Give customers the flexibility to create a case through their preferred channels, including web, email, or chat. With live chat, you can also deliver personalized service experiences from your application or website to resolve cases faster and improve customer experience.

A service chat showing an agent helping a customer set up headphones, and the agent's dashboard showing recent activity and contacts.

Close cases faster with omni-channel routing to seamlessly route cases to the right agent based on skills, capacity, and types of support — like billing, tech, or orders. Plus, save agents time by running macros to complete repetitive tasks, such as updating case statuses and sending emails about common issues.

A UI showing chat, phone, and social service interactions routed to the right agents.
A UI showing a service case for a defective sofa, and a relevant knowledge article for how to return bulky items.
A service chat showing an agent helping a customer set up headphones, and the agent's dashboard showing recent activity and contacts.
A UI showing chat, phone, and social service interactions routed to the right agents.

Pro Suite was the right solution because of its scalability. As we grow, we don’t need to go to another tool.

Patrick Bégin, Business Development Officer, Nucliq Biologics Inc.

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Pro Suite Frequently Asked Questions

Pro takes the complete CRM suite to the next level. It builds upon Starter Suite with even more marketing, sales, service, and commerce tools in a single app. Pro helps you manage your unique business processes with upgraded features, like customization and automation, as well as additional apps that support your needs. Watch the demo video to see Pro features in action.

Starter is a ready-to-use CRM suite for businesses that want an out-of-the-box solution. Pro includes everything in Starter and adds on the ability to shape your business growth with custom apps, objects, and automations. With Pro, you can customize your CRM to simplify workflows, streamline processes, and improve efficiency. You can also use automation to reach peak productivity across your business. Check out the Starter and Pro feature comparison to explore the differences between each suite.

Pro gives you access to AppExchange, a marketplace for apps that help you extend your CRM to external systems, applications, and data sources. That way, when you’re ready to scale your CRM, you can seamlessly integrate your favorite apps and discover new ones.

Pro is only $100 per user, per month, and an annual contract is required. Read this data sheet to learn more about the features included in Pro.

Simply sign up for your free 30-day trial. Then use the guided onboarding feature to get familiar with the platform. When you’re ready, purchase Pro hassle-free via self-checkout.

You can send 2,000 emails per month in Pro. Need more? With the Marketing Email Sends Bundle, you can get an additional 1,000 email sends for $10 per month.

This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.