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Salesforce and Deluxe

Manage sales and customer service from a single app

Get the world’s #1 customer relationship management (CRM) solution, reimagined for small business. Deluxe has partnered with Salesforce to bring you Salesforce Essentials.


Make more sales while serving your customers

Salesforce Essentials can help you:

  •        Organize your leads and turn them into customers
  •        Track your deals from call to close – in one place
  •        Support customers across phone, web chat, social media and email
  •        Run your business from your phone
  •        Build real-time reports and dashboards to see how your business is doing 

What do you get with Salesforce Essentials?

Essentials offers sales and customer support software in one app. Think of us as an extra pair of hands — multiplied by 1,000.


Sell faster and deliver better customer support

Customer support

Organize all your customer data in one app.

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Build real-time reports and dashboards and track your sales process — from call to close.

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Support your customers across phone, web chat, social media and email.

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Sync with tools you already use, like Dropbox, and DocuSign.

14-day trial of Salesforce Essentials

Grow customer relationships with a free trial