Pro Suite

Bring your sales, service, marketing journeys, commerce, and Slack together with built-in AI and flexible tools that adapt as you grow. With more automation, deeper visibility, and flexible tools, you can run your business your way and see value from day one.

How Pro Suite’s flexibility helps you get more out of CRM.

What can you do with Pro Suite?

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Streamline setup and navigation.

Start strong with guided onboarding, intuitive setup, and support that helps you hit the ground running — even as your needs grow.

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Bring everything into one place.

Bring sales, service, marketing journeys, commerce, and Slack together into a complete customer view that keeps everything in sync across your business.

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Automate more with AI.

Let AI take care of your busywork and use customizable workflows to help your team move faster and stay aligned as you grow.

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Make informed decisions.

Plan confidently with forecasting, quoting, quotas, and dashboards that give you clear visibility into performance and next steps.

Pro Suite FAQs

Pro takes the complete CRM suite to the next level. It builds upon Starter Suite with even more sales, service, marketing, and commerce features along with a conversational AI assistant. Small businesses can manage unique business processes with connected Slack conversations, enhanced customization and automation, and access to additional apps that support your growth. Watch the demo video to see Pro features in action.

Pro Suite includes a conversational AI assistant powered by Agentforce that helps teams do more in less time. Users talk directly to the AI to execute work via simple prompts. The assistant reads, summarizes, and updates customer details. Einstein Conversation Insights (ECI) also analyzes video call recordings to create meeting transcripts. A growing sales team can use the assistant to draft customer emails based on past interactions – saving time on manual data entry.

Pro Suite includes all the features and built-in AI found in Starter Suite, but adds advanced customization. Growing businesses can build custom apps, create custom objects, and access prebuilt solutions on the AppExchange. It also provides a sandbox environment for testing and training. A small business can upgrade to Pro Suite when they need complex workflow automation to match their specific sales cycle.

A small business should upgrade to Pro Suite when it requires advanced customization, deep workflow automation, or integration with prebuilt apps on the AppExchange. While both Starter and Pro Suites include the same conversational AI assistant to execute daily work, Pro Suite unlocks the ability to build custom objects and integrate external apps. It also provides a sandbox environment for testing and training. Beyond customization, Pro Suite adds advanced tools across every department, such as forecast management for sales and omnichannel routing for service. For example, a company might upgrade to Pro Suite to map complex sales cycles with custom objects and accurately forecast revenue – all without losing the intuitive AI tools they already rely on.

Yes, 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.

You can try Pro Suite for 30 days - no credit card required. Pro is available starting at $100 per user, per month, and an annual contract is required.

That includes 2,000 emails per month in Pro. Plus, you can add on more as needed with the Marketing Email Sends Bundle for an additional 1,000 email sends for $10 per month.

Commerce functionality in Pro Suite are subject to transaction fees. Pricing is pay-as-you-go and rates vary by region and payment method. For example, credit card payments in the U.S. are 2.9% + $0.30 per transaction.

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