Salesforce Free CRM (Salesforce) — a Free-trial funnel teardown
ProductSaaS
TypeFree-trial
CategoryCRM software
Salesforce’s free-forever plan: Free Suite, up to two users, no time limit. It’s advertised on
LinkedIn as an InMail (“Free Forever: Up to 2 users with no time limit… Start your free trial
now.”) and on Google Display (“The Free CRM you love”).
The landing page leads with the plan and puts it straight into a three-card price table with the
$25 Starter Suite and the $100 Pro Suite, all three behind identical “Try for free” buttons. Its
header’s “Get started” goes to a Starter trial with an email-only sign-in, while the free plan’s own
sign-up is the same three-step wizard as the trial, ending in a required phone number and the
trial’s small print, plus one new line: inactive accounts may be deleted after 60 days.
Captured without submitting either sign-up with a phone number. The Starter path was followed to the
emailed single-use code, which couldn’t be read during capture. The free account and its upgrade
nudges are still to be seen.
Funnel canvas — drag to pan, scroll or use the buttons to zoom. Each node links to that step's page.
The Display banner uses the Starter Suite’s look and swaps in “The Free CRM you love”, so the free plan is advertised as part of the same small-business family.
Right after the hero, the free plan is the first of three cards, all with the same “Try for free” button, so $25 and $100 cost the visitor the same click. Some buttons lower down point at a different plan from the one they name.
The green “Get started” in the header, the most prominent button on the page, opens “Let’s get you into your Starter free trial”: email only, no phone. The free plan’s own sign-up is the longer form with the required phone number.
The InMail promises “Free Forever” and then says “Start your free trial now”; the sign-up is configured as a free-trial offer and reuses the trial’s small print. The free plan is pitched as a low-risk way to try Salesforce, which is what a trial is for.
The free sign-up is the same three-step wizard as the trial, ending in a required phone number and “Our team will be in touch”. Inactive free accounts may be deleted after 60 days.
Attract
Capture+1
Retain
Made for a big screen
See all 7 steps as one map
On a computer this funnel opens as a canvas: every page at full length, side by side, with the arrows between them and the moves that make it work. A phone screen can't hold it, so here it's a list.
The Display banner uses the Starter Suite’s look and swaps in “The Free CRM you love”, so the free plan is advertised as part of the same small-business family.
Right after the hero, the free plan is the first of three cards, all with the same “Try for free” button, so $25 and $100 cost the visitor the same click. Some buttons lower down point at a different plan from the one they name.
The green “Get started” in the header, the most prominent button on the page, opens “Let’s get you into your Starter free trial”: email only, no phone. The free plan’s own sign-up is the longer form with the required phone number.
The InMail promises “Free Forever” and then says “Start your free trial now”; the sign-up is configured as a free-trial offer and reuses the trial’s small print. The free plan is pitched as a low-risk way to try Salesforce, which is what a trial is for.
The free sign-up is the same three-step wizard as the trial, ending in a required phone number and “Our team will be in touch”. Inactive free accounts may be deleted after 60 days.
