Workbooks is an excellent CRM for midsize businesses, offering solutions for customer service, sales, marketing, and operations teams. Read our full Salesforce Service Cloud review (opens in new tab). In large organizations, the app development and sandbox features can help make teams even more productive by customizing permissions and workflows across territories, customer verticals, and sales funnel stages. Furthermore, there is a help area of the website with self help content via a searchable database. We did find the sales number in multiple places, but not any support number or email, giving us pause on any potential difficulty for direct communication should the need arise. The support requires a login to connect directly. In use, Salesforce Sales Cloud is intuitive and focuses on getting your leads over the line, but you can customize a significant part of your interface to suit your team’s needs, from dashboards to reports and contact forms. Another benefit is that the pricing is upfront, transparent, with a long list of features designated by the plan for ease of comparison. While there is also no free tier, we do appreciate the 30-day free trial that is available without a credit card, and does not require any software download.

The cost of Salesforce can get expensive on the upper tiers, considering that it is billed per each individual user. Furthermore, on top of pipeline management, call and email logs, and customizable contact management, Enterprise plans and above include advanced reporting and prediction, app development, full sandbox, sophisticated process automations, and external system integrations via web services APIs. These upper plan features include Workflow Approval and Automation, which can automate standard business processes, and Sales Teams that can designate the members of the team to work on the individual deal. User friendly easy-to-use for small businesses Visual project management accessible system Lead generation through website scraping Deal management AIĭatabase and workflow customization Powerful reporting integrationsĮmail support only Premium phone and training support costs $1500/ yearĬomprehensive commnuications platform website builder Unique bundled series of apps customizable and scaleableĢ4/7 support via email and live chat live phone support on weekdays. Live chat, phone, and online meeting supportĭeal management AI In-built calling tool Sophisticated workflow automation Enterprise app developmentĬombined sales and marketing workflow Website usage analytics

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