What is Pro Suite?

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.

What can you do with Pro Suite?

Find new leads, win more deals, keep customers happy, and drive more revenue. 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.

Campaign Templates

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 continually improve your content.

Smart Segmentation

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.

Email Nurtures

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.

Speed up the sales process and easily collect payments.

Deal Management

Built-in sales stages guide your team with suggested next steps, ensuring deals progress through your pipeline quickly. Combine stages with activities and tasks to manage the sales process efficiently and close deals faster.

Enhanced Pipeline Visibility and Forecasting

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.

Price Books and Quoting

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.

Resolve customer service cases faster with automation.

Case Management

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.

Seamless Support Channels

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.

Service Automation

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.

Start selling online with commerce storefronts.

Storefront Builder

Create, customize, and launch your digital storefront with low-code, drag-and-drop design tools. Follow along with the built-in guidance feature to get up and running, and start growing your ecommerce business.

Merchandising Tools and Commerce Analytics

Optimize your ecommerce store by using simplified tools to manage products, pricing, buyers, and more. Make data-driven decisions and increase revenue with performance insights from your dashboard.

Streamlined Payments

Make transactions a streamlined, no-hassle experience anywhere — whether it’s through the optimized checkout on your storefront or with payment links in an email. Improve conversion faster while you focus on high-value activities.