Salesforce Starter Suite review November 2024:sales, marketing, and service features | Fortune Recommends
Fortune Recommends™ is editorially independent. We may earn affiliate revenue from links in this content.

Salesforce Starter Suite review November 2024: sales, marketing, and service features  

Jess PingreySmall Business Expert

Jess Pingrey is an expert freelance writer in the fields of sales, software, technology, startups, and marketing. Previously, she was a managing editor at Fit Small Business leading a team of content creators writing about sales, customer service, and CRM systems. She’s written for publications that include AppleInsider, Pocket-lint, The Run Experience, and TopInterview. 

Cassie BottorffREVIEWED BYCassie BottorffEditor, Business & Banking
Cassie BottorffEditor, Business & Banking

Cassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business.

While Salesforce is well-known for offering a comprehensive customer relationship management (CRM) system for larger, enterprise-size companies, it also offers a Starter Suite for smaller teams. Salesforce’s Starter Suite is an excellent choice for small to medium-sized businesses (SMBs) looking for an affordable CRM solution for managing sales deals, marketing campaigns, service functions, and core CRM features and functionality.

Salesforce Starter Suite

Base price: Starting at $25.00 per user, per month*
Free trial length: 30 days
Free plan available: No
The Salesforce Logo.
View Offer

at Salesforce

Pros

  • Account, contact, lead, and opportunity management
  • Lead assignment and routing
  • Web-to-lead capture
  • Customizable email templates

Cons

  • Lacks AI tools
  • No advanced reporting or forecasting features
  • Lacks sales territory features
  • No built-in quote or contract tools
  • Limited collaboration features
Salesforce Starter Suite is an ideal CRM solution for sales teams that need basic CRM features, such as account, lead, and contact management. Businesses that want mass emailing features, email templates, and robust report tools find it’s a good option. It’s also great for companies that want to put some CRM functions, such as lead assignment and routing on autopilot with simple automation rules.
Companies looking for robust built-in artificial intelligence (AI) features, such as email insights and lead and opportunity scoring should choose another CRM provider as the Starter Suite doesn’t offer them. Teams that need comprehensive sales forecasting features would need to upgrade to Salesforce’s higher-cost plans as the only forecasting features the Starter Suite offers are customizable reports and dashboards. Furthermore, companies that want advanced team collaboration tools should consider another CRM provider. While Salesforce Starter Suite offers file sharing, users must upgrade to another tier to access collaboration tools, such as Slack integration.
View Offer

at Salesforce

Salesforce Sales Suite service plan overview 

While Salesforce Starter Suite does not offer a free-forever plan, it provides a 30-day free trial to test out the features before making a monthly or annual commitment. It’s an affordable CRM solution with a popular provider that offers excellent tools, such as account and deal management, customizable reports and dashboards, and an intuitive mobile app for iOS and Android users.  

PlansSalesforce Starter Suite 
Pricing $25.00 per user, per month
Free Trial or Plan Available?Yes, 30-day free trial
FeaturesAccount, contact, lead, and opportunity management 
Lead assignment and routing 
Mass email campaigns 
Web-to-lead capture 
Customizable email templates 
iOS and Android mobile apps 
Task management tools 
Customizable sales process 
Product and price books 
File sharing 
Case management tools 
10GB data storage per user 
10GB file storage per user 
Roles and permissions 
Customizable profiles and page layouts 
Email integration with Gmail and Outlook programs 

Best Salesforce CRM plan for small businesses: Starter Suite 

Salesforce is a popular brand name for enterprise-sized businesses and is often considered an expensive, complicated CRM tool that is difficult to learn. However, the Starter Suite is designed for smaller teams that need a CRM that’s user-friendly and easy to use right out of the box.  

Pros

  • Monthly pricing available  
  • Affordable for small or growing teams 
  • Robust deal and contact management tools 
  • User-friendly platform 

Cons

  • Limited automation and collaboration features 
  • Lacks ecommerce tools 
  • Lacks application programming interface (API) access for developers 
  • No AI tools 

Other services Salesforce Starter Suite offers  

Aside from sales pipeline management features, Salesforce Starter Suite offers other valuable tools that help teams collaborate and streamline business functions. Some of the top additional CRM benefits this provider has include:  

  • Einstein activity capture: Captures sales activities automatically and syncs email and calendar content to reduce the need for manual data entry.  
  • Lead and assignment routing: Set rules to automate how which sales representatives leads are assigned to within the CRM.  
  • Lead duplicate blocking: The CRM merges duplicate contacts automatically for simplified contact management.  
  • Web-to-lead capture: Store leads in the CRM system that are generated from website visitors automatically. 
  • Mass email campaigns: Create and send emails to targeted lists and track email opens.  
  • Customizable sales process creation: Design personalized sales milestones with Salesforce’s Sales Path tool.  
  • Customizable reports and sales dashboards: Create custom reports and dashboards that are updated in real-time.  
  • Product and price books: Develop a product catalog with prices for different sales scenarios.  

Salesforce Starter Suite platform and customer support  

Compared to the higher-tier, more complex Salesforce plans, the Starter Suite offers novice CRM users a more simplified platform that’s easy to navigate. However, the customer support offerings are limited unless a company is prepared for an additional cost.  

All paid plans include access to a knowledge base, documentation, and Salesforce’s Global Trailhead Community. Companies that want the Premier Success Plan package that includes expert coaching sessions, technical and developer guidance, and CRM health checks must pay an extra 30% of their overall monthly subscription fee.  

Additionally, Salesforce offers a Premier Success Plan that requires contacting a sales rep for pricing information. This plan includes a dedicated customer success manager, proactive monitoring, and 24/7 live support. 

Is Salesforce Starter Suite secure? 

While Salesforce’s website makes it difficult to determine what security features are included with a paid plan, they provide a variety of tools to customize the level of security businesses want. Potential subscribers must contact the Salesforce sales team for pricing. Some of the main security features Salesforce offers include:  

  • Shield: Teams who view who accesses Salesforce data in real time, including any data changes.  
  • Salesforce Backup: Companies can back up data and have it restored easily in the case of a breach.  
  • Security Center: Users can view and analyze a dashboard of security health metrics.  

Salesforce Starter Suite user reviews 

Overall, Salesforce Starter Suite user reviews indicate users like the platform for its ease of use and affordable price point. The provider earned a score of 4.4 out of five stars on 5 with around 200 user reviews on Capterra. Many users commented they appreciate the intuitive interface, email integration features, and responsive customer support. However, some users noted frustration with the limited collaboration features and steep learning curve.  

Salesforce Starter Suite earned 8.2 stars out of 10 on TrustRadius. Users said they like the built-in guidance and reminders within the CRM tool, guided setup, and the intuitive mobile app. Some reviewers said they wish it included more automation features.  

Compare Salesforce Starter Suite alternatives 

The Zoho logo.
Zoho CRM 
The Pipedrive logo.
Pipedrive 
The Freshsales logo.
Freshsales 
Base monthly cost per user Base monthly cost per user Base monthly cost per user 
Starts at $20.00; free plan for up to three users Starts at $24.00 per user, per month Starts at $11.00; free plan for up to three users 
Maximum number of users Maximum number of users Maximum number of users 
Unlimited Unlimited Unlimited 
Free trial length Free trial length Free trial length 
15 days 14 days 21 days 
Learn more Learn more Learn more 
View offer
at Zoho
View offer
at Pipedrive
View offer
at Freshsales

Pro tip

See more Salesforce Starter Suite alternatives:

Combining sales pipelines and AI, monday.com’s CRM platform has a lot of promising features.
While its cost quickly adds up, HubSpot CRM helps sales teams nurture each lead appropriately to close more deals 
Our Thryv review explains how this robust software helps teams manage opportunities and contacts and close more deals. 
Discover how Pipedrive empowers sales teams with a customizable CRM solution that helps companies grow revenue and earn business. 

Is Salesforce Starter Suite right for you? 

Salesforce Starter Suite is an ideal CRM solution for small or growing sales teams looking for core CRM features, such as pipeline management, deal tracking, and basic email campaign deployment. It’s also a good choice for teams that want to use the well-known and trusted brand of Salesforce but want an affordable price and the option for monthly billing.  

Furthermore, it’s a solid option for teams looking for customizable customer support rather than prebuilt packages included in the plan’s overall cost. Plus, Starter Suite users enjoy the included service features such as case management and knowledge management that make it easy to support customers without paying for separate customer service software.  

Frequently asked questions

What is the difference between Salesforce Pro Suite and Salesforce Starter Suite? 

Salesforce Starter Suite is a more affordable option than the Pro Suite and is designed for smaller teams that need basic sales, marketing, and service features. The Pro Suite is more expensive and comprehensive and is designed for enterprise-sized teams.  

Does Salesforce have a free option?  

No, Salesforce does not offer any free-forever plans. However, users can use the software for 30 days to try out the platform before committing to a paid plan.

Is Salesforce difficult to learn to use?  

While some Salesforce plans offer complex customization options made for larger teams and typically require a dedicated onboarding success specialist, the Starter Suite is designed to be simple to set up and operate with a minimal learning curve.  

Read more small business guides

    • Not sure which provider fits the bill? We’ve rounded up the overall best CRM softwarefor small businesses.
    • Looking for a less expensive option? There are plenty of cheap CRM platforms that offer decent bang for your buck.
    • If you’re not ready to commit to a paid plan yet, many companies offer a free CRM plan with limited features.
    • A CRM system is a great first step for building relationships with customers, but you also need to be able to call them—and they need to reach you! Check out the best cheap VoIP servicesthat make communication a breeze.
    • Make sure your business website can handle all the information you need to present to your audience. Check out our list of the best web hosting providers.
Follow Fortune Recommends on LinkedIn, X, and TikTok.

About the contributors

Jess PingreySmall Business Expert

Jess Pingrey is an expert freelance writer in the fields of sales, software, technology, startups, and marketing. Previously, she was a managing editor at Fit Small Business leading a team of content creators writing about sales, customer service, and CRM systems. She’s written for publications that include AppleInsider, Pocket-lint, The Run Experience, and TopInterview. 

Cassie BottorffEditor, Business & Banking

Cassie is the business and banking editor at Fortune Recommends. She obtained her degree from Northern Kentucky University and is a certified SCRUM master. Prior to joining the team at Fortune Recommends, Cassie was a deputy editor at Forbes Advisor and a Central Operations Project Manager at Fit Small Business.

EDITORIAL DISCLOSURE: The advice, opinions, or rankings contained in this article are solely those of the Fortune Recommends editorial team. This content has not been reviewed or endorsed by any of our affiliate partners or other third parties.