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CRM Automation
Your website ships Day-1 with a working CRM already wired up
Website +
Salesforce CRM,
integrated from Day 1.
Every Revisible website can launch pre-connected to Salesforce Free Suite, the free CRM Salesforce ships for small businesses. We handle the setup, the integration, and the handover. You run it. One decision, two deliverables, zero wasted time.
// Day 1 · form is submitted on the new site
01
Contact form submitted
source: yourbusiness.com
02
Lead created in Salesforce
owner · stage · source tagged
03
Welcome email sent
via Salesforce simple email
04
Follow-up task on owner’s calendar
visible in dashboard + mobile app
- Salesforce Free Suite — free for up to 2 users
- Delivered alongside your website on Day 1
- You own it · you operate it · no lock-in
Salesforce Free Suite
The free CRM Salesforce built for small businesses. Free for up to 2 users. No contract. No credit card. See Salesforce’s pricing →
Why Salesforce · Why Free Suite
The world's most-used CRM,
priced for the business you are today.
The software
Salesforce Free Suite,
everything a small business actually uses.
Salesforce built the Free Suite for founders, solo owners, and small teams who don’t need enterprise sales automation. It covers the fundamentals, and it’s the same underlying platform the biggest companies in the world run on.
- Lead, Account, Contact, and Opportunity management
- Customizable reports and dashboards
- Simple email marketing and templates
- Service Case management for support requests
- Connected Slack conversations
- Guided onboarding + mobile app access
Full feature list on Salesforce’s pricing page
The business case
Free for up to 2 users.
No credit card, no contract.
For most small businesses at launch, that’s enough to run the whole operation. When you’re ready for more users or more automation, Salesforce offers a direct upgrade path, you keep all your data and history.
Upgrade options when you outgrow it:
- Starter Suite — adds sales flows and lead routing
- Pro Suite — adds quoting, forecasting, and customization
- Sales Cloud — full enterprise sales platform
If you outgrow the Free Suite later, re-engage us and we’ll handle the migration.
What We Deliver Day 1
Your website and your CRM,
live together on launch day.
No second project. No hand-off gap. Everything below is configured, tested, and handed over on the same day your website goes live.
01
Salesforce Free Suite account, configured
We help you spin up the Salesforce Free Suite account, confirm ownership sits with you, and configure the defaults so it’s ready to use day one.
02
Website contact forms wired to Salesforce
Every form on your new Revisible site creates a Lead or Contact record in Salesforce the moment it’s submitted, tagged by source and routed to the right owner.
03
Pipeline stages matched to your business
Opportunity stages tuned to the actual sales process you run, not generic defaults. We interview you first and configure it accordingly.
04
Email templates + simple welcome flow
A branded welcome email and a quote follow-up, two templates you can send immediately using Salesforce’s built-in simple email marketing.
05
Reports and dashboards for the owner
A simple weekly dashboard, leads this week, open opportunities, pipeline value, conversion rate. Built into Salesforce, viewable on mobile.
06
30 days of post-launch setup support
For the first month after your website and CRM go live, we stay on call for setup questions, small tweaks, clarifications, and “how do I do X” moments as your team gets comfortable with the system.
Scope · Straight Talk
What we do
and what stays with you.
This engagement is a clean delivery of an integrated solution. We build it, hand it over, and step back. We’re not a Salesforce admin shop.
In Scope
What Revisible delivers
- Salesforce Free Suite account setup and initial configuration
- Website form → Salesforce integration (lead capture)
- Pipeline stages matched to your sales process
- Two starter email templates (welcome · quote follow-up)
- Owner dashboard and weekly report setup
- Gmail / Outlook email sync configuration
- 30 days of post-launch support for setup questions
All delivered alongside your website launch. One project, one timeline.
Out of Scope
What stays with your team
- Day-to-day Salesforce administration
- Adding, removing, or managing users and licenses
- Building new custom fields, objects, or automations after launch
- Upgrading tiers (Starter / Pro / Sales Cloud), we can re-engage for this
- Ongoing optimization or new dashboards
- Training new hires after the initial handover
- Help-desk or break-fix support on Salesforce itself
Salesforce runs its own platform and provides support. If you want ongoing admin help, we can recommend a Salesforce partner — or scope a custom engagement.
One Clear Engagement
Setup & Launch.
One scope. One delivery.
Talk to an expert for exact scope and quote.
★ Only Plan
CRM Integration
Setup & Launch
Website + Salesforce Free Suite, delivered together on Day 1. Clean handover. You own the outcome from launch forward.
Delivered with your website · No ongoing commitment
Setup & Configuration
- Salesforce Free Suite account created & configured
- Lead / Contact / Account / Opportunity schema tuned to your business
- Pipeline stages matched to your actual sales process
- Gmail / Outlook integration configured
Integration with your Website
- All website forms routed to Salesforce
- Post-submit confirmation + thank-you email wired up
Starter Content
- Welcome email template (branded, ready to send)
- Quote follow-up email template
- Owner dashboard, leads, opportunities, pipeline value
Handover
- 30 days of post-launch support for setup questions
You own the Salesforce account · you own the data · there is no lock-in
Need something different?
Using HubSpot, Zoho, Pipedrive, or a custom CRM already in play? We can scope a custom integration separately, it just won’t ship on the standard Day-1 timeline. Talk to an Expert.
CRM FAQ
The questions
every owner asks.
How much does Salesforce Free Suite actually cost?
The Free Suite is exactly that, $0 per user per month, for up to two users, with no contract and no credit card required. This is Salesforce’s own pricing, published on their small business page. See the official Salesforce small business pricing. Our integration work is separate and scoped with you directly.
Who maintains the Salesforce account after launch?
You do. That’s intentional. We set it up, wire it to your website, and hand it over cleanly. Salesforce runs its own platform and provides support for the product itself. If you want ongoing admin help, we can recommend a Salesforce partner or scope a separate engagement, but it’s not bundled into this.
What if I outgrow the Free Suite?
Salesforce makes upgrading straightforward, Starter Suite adds sales flows and lead routing, Pro Suite adds quoting and more customization, and Sales Cloud is the full enterprise platform. You keep all your data and history. If you want help migrating when that day comes, re-engage us and we’ll scope it.
Do I have to use Salesforce?
For the standard Day-1 delivery, yes, we’ve built this engagement around Salesforce Free Suite because it’s free, credible, and the platform everything else upgrades into. If you need a custom CRM or a different vendor (HubSpot, Zoho, Pipedrive, or something else entirely), talk to us and we’ll scope a custom integration separately.
What exactly ships on Day 1?
On the day your website goes live: your Salesforce Free Suite account is set up, your forms are wired to create Lead records, your pipeline stages are configured, two starter email templates are ready, and your owner dashboard is live. You can start working leads that day.
Why only Salesforce, and why only the free version?
Two reasons. First, credibility. Salesforce is the world’s most-used CRM; buyers, future hires, and investors all recognize it. Second, upgrade path. Starting on Salesforce means you never have to migrate platforms later, even as your business grows. The free tier is the smartest starting point for most small businesses. If your situation is more complex, ask about a custom engagement.
More Services You May Need
A CRM captures leads.
The presence creates them.
A CRM doesn’t generate demand, it handles it. Pair CRM integration with the services that feed the pipeline in the first place.
Website Design
A Website Built to Convert
AI-ready, fast, schema-first, and already wired to feed leads straight into your CRM. The foundation everything else builds on.
Explore Website Design →
Search · AEO · GEO
SEO, AEO & GEO — Managed
Get found by the customers who need what you do, in Google, ChatGPT, and Perplexity. Ongoing managed optimization across every channel.
Explore Search Services →
All-Inclusive Bundle
The Website + Growth Bundle
Website design + SEO/AEO/GEO + CRM integration, delivered together. One team, one invoice, one accountable outcome.
See the Bundle →
Website + CRM,
live together on Day 1.
Free consultation. We’ll scope the integration, confirm Salesforce Free Suite is the right fit, and tell you exactly what ships on launch day.