Discover Salesforce's Free CRM
Learning Objectives
After completing this unit, you’ll be able to:
- Describe what Salesforce’s free CRM is.
- Explain what you can do with it.
What Is Salesforce’s Free CRM?
Our free customer relationship management (CRM) is a platform built for small businesses. Wait—did we say free and built for small businesses? We sure did! Here’s how it can help your small business.
- Get started quickly with guided onboarding and an intuitive interface.
- Bring sales, service, marketing, and Slack together in one place.
- Stay organized with connected tools that scale as you grow.
- Make smarter decisions with real-time reports and dashboards.
- And do it all for free, for up to two users.
Salesforce’s free CRM gives you everything you need to start managing customer relationships confidently—without cost, complexity, or complicated setup.
Why Did We Build a Free CRM?
We think every small business deserves access to powerful CRM tools—regardless of budget.
We created a free CRM to help business owners, founders, and lean teams ditch the spreadsheets, get organized, and grow with confidence. Many small businesses start out using spreadsheets or multiple disconnected apps. Salesforce’s free CRM brings all that together into one easy place—so small businesses can get more done in their day-to-day.
By removing barriers like setup time and cost, our free offering makes it simple for you to take your first step into CRM. It’s a friendly starting point that grows with you—so when you’re ready for more advanced automation, analytics, or customization, upgrading to Starter or Pro is seamless.
Making CRM Simple
Small businesses already juggle a lot—so we made sure that using our free CRM feels effortless.
Here’s how Salesforce’s free CRM keeps things simple.
- Get started: Sign up with just an email—no credit card required.
- Set up: Get guided onboarding and quick settings that help users see value from day one.
- Use: Navigate an intuitive interface with prebuilt sales, service, and marketing tools that just work.
- Stay organized: Connect Google email and calendar, simplify data imports, and collaborate directly through Slack.
- Grow: When you’re ready for more, upgrade to Starter or Pro to unlock more automation and analytics—without starting from scratch.
Our free CRM brings together everything a small business needs to start building stronger customer relationships, faster—at no cost.
Helping You Start Strong
Every big business starts small. Salesforce’s free CRM helps those beginnings flourish.
Whether you’re a solo founder managing your first few leads, or a growing team ready to scale, our free CRM gives your small business the tools to succeed.
- Track leads, deals, and customer service cases.
- Manage email marketing in one connected view.
- See performance at a glance with dashboards and unified customer profiles.
With Salesforce’s free CRM, your small business can start strong, stay organized, and build meaningful relationships from day one.
Watch this short video to see it in action.
What’s Included?
Ready to explore what’s included? Take a look.
Sales
- Account, contact, lead, and opportunity management
- Email integration with Gmail
- Task management and activity feed
- Customizable reports and dashboards
- Salesforce meetings
- One price book
Service
- Case management tools
- Knowledge articles
- Integrated email support
- Customizable reports and dashboards
Marketing
- Premade email templates
- Simple email builder
- Email sends (100 per month)
Slack
- Connected Slack conversations in Salesforce with Salesforce channels
- A free, connected Slack workspace for up to two users
Additional Capabilities
- Number of users: two
- Guided onboarding
Wrap Up
Now you know how Salesforce’s free CRM can help you simplify your day-to-day, connect everything in one place, and grow your small business with confidence. Next, test your knowledge on our free CRM and earn a shiny new badge.