Pro Suite

Unlock growth and deepen customer relationships with Pro Suite — the all-in-one CRM suite with marketing, sales, service and commerce tools that scale with your business. Get the flexibility to automate tasks and customise your CRM to fit your specific needs with Pro Suite.

Reach new audiences with the right message at the right time.

Connect with customers and prospects using ready-made, customisable email templates that align with your brand. With built-in analytics, you can also monitor performance and use insights to continually improve your content.

UI showing Recent Email Send stats and a Marketing Campaign Performance chart.

Segment your audiences based on their actions and behaviours. With a clear view of their interactions across the company, you'll be able to send them personalised, relevant content. For example, create dynamic segments for leads who are most likely to buy or customers with open service cases.

UI showing a Winter Gear Enthusiasts segment defined by people who purchased winter sports gear in the past year.

Engage contacts with the information they need, precisely when they need it, by crafting smarter, more strategic email nurtures. With Einstein Send Time Optimisation, you can make sure your emails are delivered and opened when customers are most engaged — driving higher revenue and improving your marketing ROI.

UI showing Send Time Optimisation, a Nurture Journey and Email Performance stats.
UI showing Recent Email Send stats and a Marketing Campaign Performance chart.
UI showing a Winter Gear Enthusiasts segment defined by people who purchased winter sports gear in the past year.
UI showing Send Time Optimisation, a Nurture Journey and Email Performance stats.

Speed up the sales process and easily collect payments.

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.

Accelerate revenue growth and take your business one step further with advanced forecasting features to help you to 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.

A screen shows options to view contacts, leads, opportunities, a to-do-list and tutorials and set-up.

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.

UI showing a quote breakdown and the ability to create a PDF of the quote.
A screen shows options to view contacts, leads, opportunities, a to-do-list and tutorials and set-up.
UI showing a quote breakdown and the ability to create a PDF of the quote.

Resolve customer service cases faster with automation.

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 personalised experiences with every interaction.

An UI showing a service case for a defective sofa and a relevant knowledge article for how to return bulky items.

Give customers the flexibility to create a case through their preferred channels, including web, email or chat. With live chat, you can also deliver personalised service experiences from your application or website to resolve cases faster and improve customer experience.

A service chat showing an agent helping a customer set up headphones and the agent's dashboard showing recent activity and contacts.

Close cases faster with omni-channel routeing 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.

An UI showing chat, phone and social service interactions routed to the right agents.
An UI showing a service case for a defective sofa and a relevant knowledge article for how to return bulky items.
A service chat showing an agent helping a customer set up headphones and the agent's dashboard showing recent activity and contacts.
An UI showing chat, phone and social service interactions routed to the right agents.

Start selling online with commerce shop fronts.

Create, customise and launch your digital shop front 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.

An UI showing a service case for a defective sofa and a relevant knowledge article for how to return bulky items.

Optimise 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.

A service chat showing an agent helping a customer set up headphones and the agent's dashboard showing recent activity and contacts.

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

An UI showing how to set up a Pay Now link to send to customers and the ability to configure the payment.
An UI showing a service case for a defective sofa and a relevant knowledge article for how to return bulky items.
A service chat showing an agent helping a customer set up headphones and the agent's dashboard showing recent activity and contacts.
An UI showing how to set up a Pay Now link to send to customers and the ability to configure the payment.

Pro Suite was the right solution because of its scalability. As we grow, we don’t need to go to another tool.

Patrick Bégin, Business Development Officer, Nucliq Biologics Inc.

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Pro Suite Frequently Asked Questions

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 to manage your unique business processes with upgraded features, like customisation and automation, as well as additional apps that support your needs. Watch the demo video to see Pro features in action.

Starter is a ready-to-use CRM suite for businesses that want an out-of-the-box solution. Pro includes everything in Starter and adds on the ability to shape your business growth with customised apps, objects and automations. With Pro, you can customise your CRM to simplify workflows, streamline processes and improve efficiency. You can also use automation to reach peak productivity across your business. Check out the Starter and Pro feature comparison to explore the differences between each suite.

Pro gives you access to AppExchange, a marketplace for apps that help you to extend your CRM to external systems, applications and data sources. That way, when you’re ready to scale your CRM, you can seamlessly integrate your favourite apps and discover new ones.

Pro is available starting at $100 per user, per month and an annual contract is required. Read this data sheet to learn more about the features included in Pro.

That includes 2,000 emails per month in Pro. Plus, you can add on more as needed with the Marketing Email Sends Bundle for an additional 1,000 email sends for $10 per month.

Commerce functionality in Pro Suite are subject to transaction fees. Pricing is pay-as-you-go and rates vary by region and payment method. For example, credit card payments in the U.S. are 2.9% + $0.30 per transaction.

Simply sign up for your free 30-day trial. Then use the guided onboarding feature to get familiar with the platform. When you’re ready, purchase Pro hassle-free via self-checkout.

This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.