What is Starter Suite?

Starter is a complete CRM suite that brings marketing, sales, service, and commerce tools together in one place. With Starter, you can organize data, manage customer relationships, and gain insights into your business with one simple solution. Watch the demo video to see Starter in action.

What can you do with Starter Suite?

Starter Suite enables you to quickly organize data, manage customer relationships, and gain valuable insights into your business. It’s a simple yet powerful CRM suite that’s easy to set up in a matter of minutes with social sign-on and built-in guidance.

Find new leads to fuel growth.

Campaign Templates

Nurture prospect and customer relationships with premade, customizable email templates that match your brand. Use built-in analytics to review performance and deliver effective marketing content.

Smart Segmentation

Unify your customer data across marketing, sales, and service to intelligently segment your audience based on their actions and behaviors. Segmentation helps you build lasting connections with your customers by sending personalized, relevant, and timely messages to the right audience.

Email Nurtures

Build effective nurtures with email content that resonates with your audiences. Sit back and let Einstein Send Time Optimization recommend the best time to send emails. Engage your customers at the perfect time with the perfect message to improve marketing ROI.

Win more deals and close them faster.

Deal Management

Never let deals or follow-ups fall through the cracks. Built-in sales stages keep your team on track with recommended next steps to continually move deals along the pipeline. Combine stages with activities and tasks to stay on top of work and convert deals faster.

Homepage

Kickstart your day with a daily digest of your contacts, leads, opportunities, and to-dos in one place with prebuilt components. Plus, receive intelligently generated, personalized suggestions based on your actions.

Sales Insights

Take advantage of ready-to-use reports and share them with reps, so they can turn insight into action. Stay ahead of your goals with customizable dashboards and reports for a real-time view of your business health.

Keep customers happy and resolve cases efficiently.

Case Management

Deliver a personal, connected experience during every interaction with a 360-degree view of your customers. Help your service team and customers quickly find the best answers to common questions with knowledge articles. Reduce the load on your team and enable customers to easily solve problems.

Email and Web Case Creation

Give customers the flexibility to submit a new case via email or web form. By providing options, your customers can choose the channel they prefer, and you can improve satisfaction while delivering cost-efficient service.

Case Escalation

Organize customer cases in one place and make sure they go to the right reps for the right answers. When issues arise, escalate cases automatically to keep your service team on top of it and your customers happy.

Set up your storefront and connect every touchpoint.

Storefront Builder

Build a branded storefront with simple drag-and-drop design tools. Get setup and start selling with built-in guidance features that give you recommendations and step-by-step support.

Merchandising Tools and Commerce Analytics

Manage every product detail, like images, descriptions, product codes, and more, with easy-to-use merchandising tools. Optimize your ecommerce store and increase revenue with insights about performance, finance, promotions, and payments from your built-in dashboard.

Checkout and Payment Links

Simplify the transaction process no matter where your customers are buying, whether it's via your storefront checkout or payment links in emails. Boost conversion rates quickly while you dedicate time to more critical activities.