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If you’ve made it this far, you’re probably using Excel, Google Sheets, or the humble notebook to keep track of sales, contacts, and even projects. If so, your life is about to get a whole lot easier. With customer relationship management (CRM) software, you’ll be organized, more productive, and better able to serve your customers. And it won’t cost you anything.
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Many companies offer free CRM programs in the hope that you’ll like using their product more, eventually upgrade to a paid program, or at least recommend it to others.
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We considered over a dozen free CRMs and, after much testing, narrowed the final list down to eight that will work for a variety of businesses and use cases.
Integrating your CRM with other applications helps you get the most out of your investment. Learn how to start integrating CRM and automation to help your team be more productive in your system.
All of our best apps are written by people who have spent most of their careers using, testing, and writing software. We spent countless hours researching and testing apps, using each app as intended and testing it against the criteria we set for the category. We are never paid for placement on our articles from any apps or links to any sites; We appreciate the trust readers place in us to provide authentic reviews of the categories and apps we review. For more details on our process, read the full list of how we select apps to feature on the blog.
The best CRM apps don’t try to reinvent the wheel, they just try to make it a little more fluid. This means simplifying things like the user experience so that anyone, even if they’ve never used an email inbox, can get up to speed quickly. The free CRM tools listed here are easy for first-time users to use and provide the right resources (support or self-help) to help when problems arise.
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And while all upgrades are free, each CRM program offers different levels of development plans to meet the changing needs of businesses. These paid plans are affordable for most small and medium-sized businesses, especially if the capabilities are expanded to replace standalone software with additional features like sales and support.
Below are the features we look for when researching and evaluating free CRMs. While not all of our picks ticked all five boxes, the ones that didn’t offer enough compelling features or very specific use cases to make the final cut.
Every year it’s getting harder to find a free CRM that provides sales, service, and marketing features. Understandably. That’s a lot to ask of a freemium app. EngageBay, the newest kid on the block, is one of the few free ones left. Not only that, the company makes upgrading to paid plans very affordable. If you’re looking for HubSpot alternatives on the market, this is a great place to start.
The app comes with 500 contacts and each contact record shows a 360-degree view. View (if applicable) tasks, emails, deals, tasks, notes, workflows, conversations, events, and other touchpoints that allow users to see how a contact has interacted with your company over time.
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Create multiple, one of the few that allow this option, custom pipelines for different sales processes or products. Sales Sequence, which allows you to create, schedule, and track a series of personalized, automated emails to follow up with contacts and leads, is another feature not usually found on a free plan. Sequences are also available in the marketing module, with the same setup process and functionality.
A marketing plan includes benchmarks, forms, popups, email templates, landing pages, newsletters, and other tools to capture and grow leads. EngageBay offers great templates for these tools, or you can create your own from scratch. I created a newsletter popup for my personal website using one of the templates and started it by adding some code to the HTML.
Although creating automated workflows is only available for premium paid accounts, you can design and send emails and videos to your segmented list. The social suite allows you to add and monitor your Twitter, LinkedIn, Facebook and Instagram accounts. I connected my Twitter account, and within seconds, my feed, comments, and retweets appeared on the screen. From here, you can also edit channel posts.
For basic support management, the service plan provides ticket creation, auto-assignment, and a dashboard to track ticket priority, initial response time, and ticket count. With the live chat feature, you can create an additional support or sales channel and track total chats, chat length, and initial response time on the dashboard. I’ve tried the chat tool on my site, and while it’s basic, for those new to chat and/or those with a small business, it should suffice.
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Further extend the functionality of EngageBay by connecting it to the . For example, you can add new contacts from EngageBay to your email marketing tool or add new customers from your eCommerce site to EngageBay.
With most CRMs, especially the free versions, you are limited to a certain number of users and contacts. Bitrix24 is the only exception in our selection that offers unlimited number of both (HubSpot offers unlimited users and 1 million contacts). This, combined with its other features, makes it stand out from the crowd and makes it difficult to find genuine alternatives to Bitrix24. In addition to communication and contract management, the app also features team collaboration tools such as breakout groups, chat, internal workflows, and polls.
Bitrix24’s many features make it feel overwhelming at first, but you can hide, remove, and change the order of various menu items. Then, within each menu item (eg CRM), you can set the order of the items (eg deals, contacts, companies, statistics). If you ever want to see everything at a glance, click the sitemap icon at the bottom left of the menu.
With unlimited users, you can invite your entire team to use Bitrix24, including them in the application departments you create. If your employees accept the invitation, they will have access to their own customizable version of the app. However, you must upgrade to the paid versions to give each user permissions to view and make changes.
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On a contact record, you can set the menu to show only what’s important to your business, and you can add fields or rearrange them while recording by dragging and dropping. For each record, you get all the information and activities (email, call, notes, etc.) at a glance without the need to click on the record to see the activities. Clicking on the profile tab at the top of the record displays various reports related to the contact, such as sales, calls, emails, and activities. All of these activities count toward “contact load” or the number of activities per deal that is acceptable to your company. This can show you how certain customers like to communicate so you can better understand them for future opportunities.
Within Job Stream, you can chat internally, assign tasks, design and distribute company surveys, and make announcements to your entire team. Clicking Workgroups allows you to create private or public spaces to collaborate on work, assign tasks, share a calendar, and build knowledge bases. Invite employees or external contacts to each team.
You could spend weeks learning all the features available, to make the most of your time, pick a few goals (for example, get my team to communicate using only Bitrix24), focus on this, become proficient, and move on to a new set. of goals
As your business grows, your technology often needs to change with it. And the company best equipped to deal with this growth is Zoho. Starting with its free CRM, Zoho offers affordable and scalable development options and access to its other business applications. There is very little that an organization could need (marketing, e-commerce, finance, human resources) that Zoho does not offer an application for.
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CRM includes the management of contracts, activities and the location of 5000 records, which describe as contacts, accounts, agreements, campaigns and some other “modules”. Used logs can be easily monitored and managed in Settings, then Data Storage and Management, where recommendations are made to delete intact logs. But note that you have to upgrade to
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