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Send2CRM Packages and Pricing

Choose your features

Send2CRM is available on Salesforce AppExchange

Send2CRM Essentials

Base Package

 

Send2CRM Essentials maps web forms to Salesforce and enables website personalization. This powerful combination increases engagement, attracts the visitor to a call-to-action form then maps the form field values to a new or existing Salesforce record.

Unlike other Salesforce web form solutions, Send2CRM Essentials works with your website's own forms, so no more third-party hosting - your form data goes point-to-point between systems you own and control. Web forms will look the same as the rest of your website, and say goodbye to inflexible and disconnected iframes.

     Connect Salesforce to all your websites without third-party hosting

     Capture visitor behavior and use it to personalize the content on each site

     Push web form entries directly to new or existing Salesforce records

     Retain visit intelligence when moving to a new website technology

 

Read more about Essentials...

 

Looking to buy or try? 

Contact us for pricing inquiries or book a demo. 

Quote request    Book a Demo

We also offer an obligation-free opportunity to explore all the features and discover how Send2CRM can improve your pipeline. 
Visit Salesforce AppExchange and start a free 30-day trial. 

Free trial 

Send2CRM Professional

Extension Package

 

Send2CRM Professional extends the Essentials package. It reveals the captured website intelligence in Salesforce, facilitates segmentation based on behavior, and tracks returning visitors.

 

Capture the behavior of individual website visitors and disclose it in their Salesforce records 

   Automate lead qualification and prioritization

   Get notified when key visitors return to the site

   Create segments and campaigns based on website behavior

 

Read more about Professional...

 

Looking to buy or try? 

Contact us for pricing inquiries or book a demo. 

Quote request    Book a Demo

We also offer an obligation-free opportunity to explore all the features and discover how Send2CRM can improve your pipeline. 
Visit Salesforce AppExchange and start a free 30-day trial. 

Free trial 

Send2CRM Advanced

Add more features

 

Send2CRM Advanced enables website control features in the Professional package. Sales teams can drive website content, chat, and message returning visitors from the comfort of Salesforce.



    Personalize web content from Salesforce

   Chat with known or unknown visitors in real time

   Deliver sales messages to returning website visitors

 

Read more about Advanced...

 

Looking to buy or try? 

Contact us for pricing inquiries or book a demo. 

Quote request    Book a Demo

We also offer an obligation-free opportunity to explore all the features and discover how Send2CRM can improve your pipeline. 
Visit Salesforce AppExchange and start a free 30-day trial. 

Free trial 

 

Send2CRM Benefits

Essentials

Professional Advanced Enterprise
Save web form entries to Salesforce leads, contacts, etc.
Capture website visit intelligence
Enable website personalization based on the visit intelligence
Map multiple websites (with different web technologies) to Salesforce
Retain visit intelligence when moving to a new website technology
Save website visit intelligence in Salesforce
In Salesforce, create visitor segments based on the visit intelligence
Capture email clickthroughs and track the website visit behavior in Salesforce
Get returning visitor notifications
Automate the personalization of any website from Salesforce e.g. based on lead status
Drive live personalization during sales calls e.g. populate website links from Salesforce
Land returning visitors on relevant website pages
Leave personal messages on the website for returning visitors and get notified when they are seen
Populate website pages with Salesforce data e.g. a visitor's email subscription preferences
For large websites e.g. >50,000 visitors a day
Customers host a web service that transacts with their websites and Salesforce
Includes customer engagement platform that reports on website(s) performance
Automate out-of-cloud backups of Salesforce Data Exports
Enable integration with third-party authentication providers
Federate website intelligence to other systems
Maximum Salesforce orgs 1 2 10 Unlimited
Maximum websites 5 10 Unlimited Unlimited
Email support included
Voice support (add 10%)

 

Quote Request

 

If known, please tell us the number of (1) Salesforce instances, (2) websites, and other requirements you may have.


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Website integration with dual-mode personalization

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